Resources at Your Fingertips

Tools and resources to help you be financially fearless!

MoneyTalks

Aug 14 2026

Estate Planning for Women: How to Protect Your Family, Assets and Financial Future

Learn what women should include in an estate plan, from wills and trusts to beneficiaries, guardianship, insurance and incapacity planning.

Aug 10 2026

The Ultimate Guide to Financial Planning After the Loss of a Spouse: What Every Woman Should Know

Learn the essential financial steps to take after the loss of a spouse, including estate planning, Social Security, beneficiary updates, trusts, powers of attorney, and...
Aug 03 2026

Side Hustle Taxes Made Simple: A Beginner’s Guide to Business Finances for Women

Starting a side hustle? Learn how to separate business finances, save for taxes, understand LLCs, track expenses, and build a business that lasts with this practical...
Jul 24 2026

How to Start Investing: A Beginner’s Guide for Women to Building Wealth with Confidence

Learn how to start investing with confidence. Understand the differences between a 401(k), Roth IRA, brokerage account, and HSA, plus practical investing tips for women...
Jul 20 2026

How to Make Travel Part of Your Financial Plan: A Practical Guide for Women

Learn how to make travel part of your financial plan with practical budgeting strategies, values-based spending, travel savings tips, travel insurance guidance, and...
Jul 10 2026

Ultimate Guide to Social Security for Women

Learn how Social Security works for women, including when to claim benefits, the 35-year earnings rule, Social Security after divorce, survivor benefits, taxes, and...
Jul 06 2026

Can You Keep the House After Divorce? What Women Need to Know About Mortgages, Home Equity, and Divorce Planning

Learn what women need to know about keeping the house after divorce, mortgage assumptions, refinancing, home equity buyouts, credit protection, and working with divorce...
Jun 29 2026

Give Back With Intention: Legacy Planning Beyond Children, Wills & Charitable Giving

Leave a legacy beyond leaving money to children. This can include a charitable giving plan, donor-advised funds, wills, trusts, and legacy giving strategies, aligning...
Jun 22 2026

Understanding Your Money Story: How Emotions Shape Financial Decisions

Discover how childhood experiences, emotions, and money beliefs shape financial decisions. Learn what financial therapy is, how to identify your money story, and ways...
Jun 15 2026

Living Abroad? What Americans Need to Know About Taxes, Digital Nomad Rules, and Cross-Border Financial Planning

Learn what Americans living abroad need to know about taxes, the 183-day rule, FBAR reporting, FATCA, digital nomad tax rules, retirement abroad, and cross-border...

Women & Money – The Shit We Don’t Talk About Podcast

Sep 04 2026

Design Your Dream Career with Jess Lane

In this episode, future-proof your career with Jess Lane, founder of The Full Cup Co., as she shares how to navigate layoffs, AI, career transitions, and build a...
Aug 28 2026

What Does It Mean to Vote With Your Dollar? with Erin Fangmann and Kate Marsh Lord

In this episode, shop your values with Little Blue Cart founders Erin Fangmann and Kate Marsh Lord as they share how intentional spending can support aligned small...
Aug 21 2026

Can You Afford to Move Abroad? with Cepee Tabibian

In this episode, Cepee Tabibian, founder of She Hit Refresh, walks us through exactly what to look at before you book a one-way ticket.

Aug 14 2026

How to Spot Financial Abuse (And How to Get Out) with Joleen Fuller and Heather Wiese

Joleen Fuller of FinAbility and Heather Wiese of Raphael House reveal how financial abuse keeps survivors trapped, the many forms it can take, and the hope, resources,...
Aug 07 2026

Net Worth Is Not Self Worth with Elizabeth Husserl

Elizabeth Husserl guides people to a deeper understanding of their relationship to money and wealth.

Jul 31 2026

What Widowhood Taught Me About Money, Loss, and Starting Over

Kathi Balasek shares the financial realities of widowhood, what one needs to know and common mistakes to avoid.

Jul 24 2026

How to Turn Your Passion into a Six Figure Side Hustle with Ashley Neidert

In this episode, we pull back the curtain on what it actually looks like to make real money as a pet content creator with our guest, Ashley Neidert. This is not the...
Jul 17 2026

Empowering Women through smart Investing with Janine Firpo

Sit down with Janine, to talk talk about what it really means to invest with your values, why most of us have no idea what our money is actually doing in the world, and...
Jul 10 2026

Your Points May be Worth More Than You Think with Tiffany Funk

This week, we sat down with Tiffany Funk, Co-founder of Point.me sharing how we can can maximize credit card points on things we are already buying to save on...
Jun 26 2026

How to Reenter the Workforce After Divorce with SheQuip

This week, we are sitting down with the women behind SheQuip. They are helping women build their resumes and find jobs post-divorce.

Smart Advice

Aug 31 2026

Everyone Deserves Financial Confidence

Dee Zimmerman shares why financial confidence isn’t about knowing everything, but understanding enough to navigate money, life changes, and financial decisions with...
Aug 31 2026

Why Women Shut Down When They Hear the Word Money

Wendy Wright shares why women may shut down around money, how financial stress can trigger avoidance, and two practical tools to build a healthier, more confident...
Aug 24 2026

Why do I shut down around anything to do with money?

Wendy Wright explains why shutting down around money may be an emotional response, and shares practical tools to approach financial stress with curiosity and...
Aug 24 2026

Treasury Bills vs. High Yield Savings Accounts: The Tax Angle Most People Miss

Rob Cucchiaro, CFP®, shares how Treasury Bills compare with High Yield Savings Accounts, including the state tax advantages many investors miss and how those...
Aug 11 2026

I’m making good money, but it still feels like I’m not getting ahead financially. What’s the first thing I should do? 

Nicole Carson, CFP® explains how understanding your cash flow and aligning your spending with your priorities can help you build wealth and feel more financially...
Aug 10 2026

Financial Clarity Is an Act of Love

Fred Kettler shares why financial clarity is about more than money, and how thoughtful planning, trusted guidance, and preparation can bring greater confidence, peace...
Jul 21 2026

Do You Know Your Money Numbers? Why Financial Clarity Builds Confidence

Wendy Wright explains how knowing your money numbers can reduce financial anxiety, build clarity, and help you make more confident, compassionate decisions with your...
Jul 21 2026

How do I get out of debt?!

Wendy Wright explains why staying out of debt starts with understanding the thoughts, emotions, and habits behind borrowing.

Jul 14 2026

Estate Planning for Blended Families: Women Whose Adult Step-Kids are (roughly) their Same Age

Rob Cucchiaro, CFP® share why estate planning for blended families can become complicated when adult step-kids are close in age to a surviving spouse, and how proactive...
Jul 06 2026

The Money Question Nobody on Your Team Is Answering

Successful women business owners need more than a CPA or bookkeeper, and how forward-looking financial planning can connect business cash flow to the life they want to...

Financial Foundations for Women  eBook

You’ve been meaning to get your finances in order—but where do you start?

Right here. This eBook is your no-stress, no-fluff guide to finally taking control of your money. With simple, fillable worksheets, you'll quickly see where your money’s going, start building emergency savings, and map out real goals for the life you actually want. No more feeling behind. No more handing over control. This is clear, doable, and made for busy women like you. You’re not waiting another day—you’re starting now.

Free Guides to Help You on Your Financial Journey

Divorce Prep Check List

Divorce guide cover with several mocked sheets underneath

INSIDE YOU’LL LEARN:

  • The documents you need to gather
  • A description of divorce professionals and what they do
  • How to create your divorce team
  • Tips to consider along the way

Download

 

8 Savvy Ways Women Invest Their Money

8 savvy ways women invest their money cover with mocked pages behind it

INSIDE YOU’LL FIND:

  • The step-by-step process financially savvy women use to invest and take control of their wealth.
  • Valuable resources to dive deeper into each investment step, equipping yourself with the knowledge to make informed financial decisions.
  • How these investments play a critical role in establishing your financial foundation for a secure future.
  • Tips to consider along the way, ensuring a smooth and successful journey towards financial independence.

Download

10 Ways to Own Your Finances Like A Badass

INSIDE YOU’LL FIND:

Download

Determine Your Net Worth

Net Worth guide cover with several mocked sheets underneath

NET WORTH WORKSHEET!

  • This may be one of the biggest steps as it requires you to gather all your financial information in one space. Once this powerful step is complete, you’ll have a solid understanding of where you have been and the information you need to move ahead.
  • Grab a pencil and download this worksheet.
  • You got this and we got you!

Download

Family Emergency Binder

Family emergency binder cover with mocked sheets behind it

INSIDE YOU’LL FIND:

  • Six color-coded sections to gather all essential information
  • An emergency call tree
  • Detailed information for up to 4 family members
  • We even included your furry family members

Download

S.M.A.R.T. Goals

Snowball guide cover with several mocked sheets underneath

GET A HOLD ON YOUR GOALS WORKSHEET!

  • You will have a mix of tips and tricks that will help you take charge of where your money is going.
  • Any of these small changes can make a big impact on a healthy financial lifestyle.
  • And, this is just the beginning!

Download

Snowball Method

Snowball guide cover with several mocked sheets underneath

GET YOUR SNOWBALL METHOD WORKSHEET!

  • You will have a mix of tips and tricks that will help you take charge of where your money is going.
  • Any of these small changes can make a big impact on a healthy financial lifestyle.
  • And, this is just the beginning!

Download

Where’s My Money Going Worksheet

Where is my money going cover with mocked pages behind it

INSIDE YOU’LL LEARN:

  • How much money is coming into your house every month
  • What your expenses are every month
  • Reflection questions to understand your spending.

Download