Resources at Your Fingertips

Tools and resources to help you be financially fearless!

Viewing results for: Investing

MoneyTalks

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...
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...
Mar 27 2026

Equal Pay Day for Women: How to Negotiate Salary, Invest, and Build Wealth Anyway

Learn how women can negotiate salary, invest confidently, maximize benefits, and build long-term wealth despite the gender pay gap.

Jan 23 2026

Understanding Annuities: Types, Benefits, and Common Misconceptions

Learn how annuities work, the different types available, and common misconceptions. A clear, educational guide to annuities and financial planning for women.

Oct 31 2025

Q4 Money Moves: How to Max Out Retirement Accounts and Lower Taxes Before December 31

Listen to Koren Vining as she shares what year-end money moves to do to maximize your retirement and tax savings before year’s end.

Oct 27 2025

Aligning Your Money with Your Life: Protect Your Financial Goals Without Sacrificing Your Social Life

Listen to Tamar Hermes of Women Growing Wealth as she reveals how to align your money with your values. Protecting your goals without losing your social life.

Oct 10 2025

Planning for Life’s Transitions: Retirement, Tax Strategies, and Wealth Protection

Life doesn’t happen in straight lines—and your finances shouldn’t either. Career changes, retirement, divorce, or loss can all upend even the best-laid plans. That’s...
Oct 06 2025

Investing with Intention: Socially Responsible Investing

Money isn’t just about returns—it’s about impact. In this episode of Money Talks, we sit down with Purse Strings Approved Professional Beth Wahlig to unpack Socially...
May 29 2025

A Guide to Spousal IRAs: Building a Financial Legacy Together

Money doesn’t stop when you step out of the workforce—and your retirement planning shouldn’t either. In this episode of Money Talks, Dr. Barb Provost and Maggie Nielsen...
Feb 20 2025

Retirement Planning for Real Life: Tips for Women at Every Stage

Retirement may feel far away—or like it’s sneaking up fast. Either way, the best time to start planning is now. In this episode of Money Talks, we sit down with...

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

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 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 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...
Feb 20 2026

Money Discipline Without Deprivation for First-Generation Wealth Builders with Chelsea Ransom-Cooper

Chelsea shares her journey into wealth management, emphasizing the importance of financial education, particularly for black women and first-generation wealth builders....
Jan 30 2026

What I learned After Losing $90,000 in Real Estate with Kayla Hamrick

Kayla shares the real story behind losing $45,000 in a real estate deal and another $45,000 in legal fees trying to recover it. No sugarcoating. No hype. Just the truth...
Oct 24 2025

Smart Year-End Tax & Retirement Strategy with Carolyn Rowland

Learn what money moves to make before the year ends. Dive into this episode about year-end tax and retirement strategy with Carolyn Rowland

Sep 26 2025

Are Prenups the Ultimate ‘Love Insurance’? with Jessica & Brandon Norwood

Money and marriage, two things that can bring couples closer or tear them apart. In this episode, we’re joined by Jessica and Brandon Norwood, founders of The Sugar...
Sep 19 2025

From $220K Debt to Financial Freedom with Haley Brown-Woods

What would you do if $600,000 landed in your lap at 23? If your first thought is to pay off debt or buy a house, Haley Brown-Woods and her husband came into that exact...
Aug 29 2025

From $1m In Debt To Financial Freedom with Naseema McElroy

What if your biggest money mistake turned into your greatest comeback? This week on Women & Money: The Sh*t We Don’t Talk About, we’re joined by the unstoppable...
Aug 15 2025

Financial (and other) Truths About Egg Freezing with Aliza Virani

Do you feel the pressure of your biological clock ticking and wonder about the expenses of freezing your eggs? This week, we’re discussing a topic that’s rarely talked...

Smart Advice

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 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...
Jun 24 2026

You Don’t Have to Figure It Out Alone: The Four Pillars of Financial Confidence

Fred Kettler shares the four pillars of financial confidence and how a thoughtful financial plan can help create clarity, peace of mind, and confidence for the...
May 27 2026

Financial Clarity Begins With Awareness

Fred Kettler shares how financial clarity begins with awareness and how mindful financial planning can help create confidence, organization, and peace of mind.

May 21 2026

Your Money Story: Why You Still Feel “Not Enough” Even When You’re Doing Fine

Wendy Wright explores how your money story shapes financial stress, confidence, relationships, and self-worth, and how financial therapy can help you rewrite old...
May 13 2026

How to invest my inheritance or unexpected windfall?

Rob Cucchiaro, CFP® explains three major tax changes high-income families need to know, including SALT deduction updates, charitable deduction limits, and new caps on...
Apr 29 2026

You Don’t Need to Choose Just One: Roth 401(k) vs. Roth IRA

Nicole C. Carson, CFP®, MBA of 2nd Story Wealth Partners shares how a Roth 401(k) and Roth IRA can work together to build a more flexible retirement strategy.

Apr 29 2026

When should I start working with a financial planner?

Nicole Carson, CFP® explains when to start working with a financial planner and why getting guidance early can help women build smarter habits, systems, and long-term...
Apr 14 2026

How to invest my inheritance or unexpected windfall?

Rob Cucchiaro, CFP, explains how to invest an inheritance or windfall with tax-smart strategies, financial clarity, and long-term planning in mind.

Apr 01 2026

Staying the Course During Market Shifts

Nicole C. Carson, CFP®, MBA, of 2nd Story Wealth Planners shares why staying invested, avoiding emotional decisions, and focusing on long-term goals can help investors...

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