Resources at Your Fingertips

Tools and resources to help you be financially fearless!

Viewing results for: Retirement

MoneyTalks

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...
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...
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 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...
Jul 25 2025

Quiet Wealth: Building Financial Security Behind the Scenes

Money TalksQuiet Wealth: Building Financial Security Behind the ScenesThis Weeks Guest Andrew Rose   Financial Advisor at Capitol Financial Solutions...
Jun 26 2025

Retirement Isn’t a Man’s Game—It’s Your Future

In this episode of Money Talks, we sit down with Purse Strings Approved Professional Shari Rash, founder of GWA Wealth, to talk about what retirement planning really...
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

May 15 2026

The Smart Way to Plan Adoption or Surrogacy with Kelly Ellison

Inside this episode ,we’re joined by Kelly Ellison, MBA. Learn how we get real about the cost of adoption and surrogacy and why so many families experience expensive...
May 08 2026

How to Take a Career Break Without Going Broke with Katrina McGhee

This week’s episode, we’re sitting down with Katrina McGhee career break and sabbatical coach, who completely redefines what it means to take control of your life...
Apr 24 2026

When Love Drains Your Finances with Christin Luken

This week we’re joined by Christin Luken as she shares about how she earned first hand that money mistakes are not about intelligence, they’re about emotions. Now,...
Apr 17 2026

Giving Caregivers Their Life Back with Tia Sauceda

This week we’re joined by Tia Sauceda as she shares about adult daycare! We talk about why caregivers burn out, why most people wait too long to get support, and how...
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

Social Security
Jul 11 2024

Approaching 65: Social Security, Medicare, Retirement Planning & More

In celebration of Barb’s 65th birthday, we gathered a small group of her peers- Maggie Weiss, Karen Van Maldegiam, and Geri Bresnahan- who are all 65. Approaching this...
Jun 13 2024

Being Financially Prepared Today with Gabrielle Mollick

Today on Women and Money, we have Gabrielle Mollick, CFP®, CSRIC®, with us. Gaby is a financial advisor at Mercer Advisors in Denver, Colorado, and a Purse...
Oct 13 2022

Ep 20: A Proactive Approach to Tax Planning with Eric Blake, CFP®

Although we know tax planning is about as fun as a mammogram, they are something we have to do every year. Our goal for this episode is to help you glide into tax...
Feb 10 2022

Ep 4: The Value of a Spousal IRA with Gigi Verrey

Are you a stay-at-home mom or are you thinking about leaving the workforce? Are you worried it will impact your financial benefits and retirement future? Many women...

Smart Advice

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.

Oct 28 2024

Maximize Your Social Security: Should You Invest Early or Delay Benefits for Bigger Payouts?

When planning for retirement, one of the most important financial decisions involves Social Security

May 22 2024

Unlocking the Mega Backdoor Roth: Maximizing Retirement Saving

What is a Roth IRA? What is a Roth 401k? Do I make too much money to qualify? What about backdoor vs. mega backdoor?

Oct 04 2023

Financial Planning for Successful Women:

It seems to be a biological fact that women statistically live longer than men. Based on 2021 CDC data, the average life expectancy was 79 versus that for men at...
Oct 06 2021

Planning for Un-Retirement

Yvonne came to me with one question: “Can I afford to leave this all-consuming stressful job, and instead work at the non-profit I’m passionate about?

Apr 27 2021

401k Basics

Whether you want to feel sand between your toes or breathe fresh mountain air, retirement is likely to be the most expensive thing you ever pay for and the only way 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