In this quick bonus episode, we break down this week's market "whipsaw." Discover why reacting to daily market swings can be a mistake, understand the brutal math of market timing, and learn how to use anxiety as a signal to review your financial plan instead of acting impulsively. Join us to find out why "time in the market" beats "timing the market."

Welcome to Episode 5 of Her Wealth: Unscripted, the podcast from Sorelle Wealth Partners, where women have honest, judgment-free conversations about money, life transitions, and financial decision-making. 

In this episode, hosts Susan Jones and Sara Gelsheimer explore the profound impact of philanthropy. While many see charitable giving through the lens of tax planning and financial efficiency, Susan and Sara highlight that true philanthropy starts with a service-oriented heart and clear donor intent. 

You’ll learn:

• Strategic Giving: Why Donor Advised Funds (DAFs) are one of the most flexible tools for receiving an immediate tax deduction while retaining future gifting control. 
• Maximizing Retirement Assets: How to use Qualified Charitable Distributions (QCDs) from your IRA to satisfy your Required Minimum Distribution (RMD) age requirements tax-efficiently. 
• Inheritance & Charity: The benefits of naming a charity as an IRA beneficiary to avoid the "tax burden" on family members. 
• Raising Charitable Children: Practical strategies for instilling a philanthropic mindset in the next generation through family meetings and shared missions. 
• Due Diligence: How to use tools like Charity Navigator to ensure your contributions reach the end cause with minimal administrative waste. 

Whether you are looking to simplify your year-end receipts or want to build a lasting family legacy, this episode provides the technical expertise and emotional insight to align your wealth with your values. 

Her Wealth: Unscripted is here to support women through every phase of life—without jargon, shame, or overwhelm.

✨ Ready to build a financial plan that evolves with you? Visit Sorelle Wealth Partners: https://www.sorellewealthpartners.com

Our team is here to guide you with clarity, partnership, and confidence—because money is more than numbers. It’s the life they make possible.

Welcome to Episode 4 of Her Wealth: Unscripted, the podcast from Sorelle Wealth Partners where we dive into honest conversations about the intersection of life and money. In this episode, hosts Susan Jones and Sara Gelsheimer are joined by life coach Michelle Gauthier to unpack a topic that resonates with almost every woman: the mental load.

The mental load is the invisible labor of planning, worrying, and remembering that keeps a household running. From dinner prep and sports schedules to the complex financial "what-ifs," women often carry this weight alone. We explore why this happens and, more importantly, how to lighten the burden.

In this episode, you’ll learn:

• What the Mental Load Really Is: Why the "invisible" nature of these tasks makes them so exhausting.
• The Financial Mental Load: How tracking cash flow, paying bills, and planning for the future creates a unique form of financial anxiety.
• The Gender Gap in Thinking Ahead: Why women often handle the "pre-work" and "follow-up" of family decisions, even in equal partnerships.
• The Perfectionism Trap: How being a "recovering perfectionist" can prevent us from delegating effectively.
• Michelle’s "Love and Fit" Test: A simple framework to help you decide what to say "yes" to and what to let go.
• Practical Steps to Lighten the Load: Tips on automation, writing it down, and communicating with your partner to find relief.

Her Wealth: Unscripted is dedicated to helping women feel more intentional and less overwhelmed in their financial and personal lives. It’s more than the numbers; it’s the life they make possible.

✨ Ready to lighten your mental load? * Visit Sorelle Wealth Partners: https://www.sorellewealthpartners.com

• Connect with Michelle Gauthier: https://www.michellegauthier.com to take the "Root of Your Overwhelm" quiz.

If you’re ready to move from overwhelmed to empowered, our team is here to guide you with clarity and partnership.

#MentalLoad #WomenAndMoney #FinancialWellness #SorelleWealthPartners #HerWealthUnscripted #LifeCoaching #OverwhelmRelief

Welcome to Episode 3 of Her Wealth: Unscripted, the podcast from Sorelle Wealth Partners, where women have honest, judgment-free conversations about money, life transitions, and financial decision-making.

In this episode, hosts Susan Jones and Sara Gelsheimer explore the powerful — and often overlooked — financial implications of motherhood. From early career decisions and childcare costs to midlife planning, confidence shifts, and long-term financial security, they break down how motherhood reshapes women’s financial lives far beyond the early years.

You’ll learn:

• How motherhood impacts career trajectories and long-term earning potential

• The real cost of childcare — and why stepping away from work can have lasting effects

• Why focusing only on short-term cash flow can create long-term financial risk

• How guilt-driven spending shows up in motherhood (and how to avoid it)

• Why many women manage day-to-day finances but stay out of long-term planning

• How motherhood can both strengthen resilience and erode financial confidence

• Practical steps to simplify your financial life, stay involved, and reclaim financial authority

• Why flexible planning is essential as women move through different stages of motherhood

Whether you’re a new mom, a working parent, navigating midlife transitions, or thinking ahead to retirement, this episode offers clarity, perspective, and actionable guidance to help you feel more confident and intentional about your financial future.

Her Wealth: Unscripted is here to support women through every phase of life — without jargon, shame, or overwhelm.

✨ Ready to build a financial plan that evolves with you?

Visit Sorelle Wealth Partners: https://www.sorellewealthpartners.com

Our team is here to guide you with clarity, partnership, and confidence — because money is more than numbers. It’s the life they make possible.

Welcome to Episode 2 of Her Wealth: Unscripted, the podcast from Sorelle Wealth Partners, where women have honest, judgment-free conversations about money, life transitions, and financial decision-making.

In this episode, hosts Susan Jones and Sara Gelsheimer dive into the complex world of inheriting money—a life event that is rarely just "sunshine and rainbows". While inheriting assets can provide new opportunities, it often comes during a season of deep grief, bringing unexpected emotional weight and heavy legal responsibilities.

You’ll learn:

• The Emotional Weight: Why guilt, family dynamics, and "unworthy" feelings often surface after an inheritance.
• Roles & Responsibilities: The difference between being a beneficiary and the daunting fiduciary duties of an executor or trustee.
• Tax Strategy 101: How a step-up in basis can eliminate gains on concentrated stock positions or real estate.
• The IRA Trap: Why the Secure Act’s 10-year rule has changed the game for non-spouse beneficiaries.
• The Danger of Co-mingling: Why moving inherited funds into a joint account can put your "separate property" at risk.
• What NOT to Do: Why making rash decisions—or doing nothing at all for years—are the two biggest mistakes heirs make.

Whether you are navigating the administration of a loved one's estate or looking to integrate a new inheritance into your long-term financial plan, this episode offers the perspective and professional guidance needed to move forward with confidence.

Chapters:

0:00 – The Emotional Implications of Inheriting Money

3:16 – Understanding Your Role: Beneficiary vs. Fiduciary

7:15 – Tax Tactics: Step-Up in Basis & Inherited IRAs

12:15 – Protection: The Risks of Co-mingling Assets

16:07 – Mistakes to Avoid: From Rash Decisions to Analysis Paralysis

24:44 – Finding the Right Support for Sudden Wealth

Her Wealth: Unscripted is here to support women through every phase of life—without jargon, shame, or overwhelm.

✨ Ready to build a financial plan that evolves with you? Visit Sorelle Wealth Partners: https://www.sorellewealthpartners.com

Welcome to Episode 1 of Her Wealth: Unscripted, the podcast from Sorelle Wealth Partners, where women have real, honest conversations about money — without jargon, shame, or overwhelm.

In this inaugural episode, hosts Susan Jones and Sara Gelsheimer dive into one of the most overlooked barriers in women’s financial lives: the financial confidence gap. While women are often highly capable and deeply involved in day-to-day money management, research — and real client stories — show that confidence, not competence, is what holds many women back from fully owning their financial power.

In this episode, you’ll learn:

• Why the issue isn’t a lack of financial knowledge, but a lack of confidence
• Research showing women answer correctly far more often when self-doubt is removed
• Why women consistently outperform men as investors — and what they do differently
• How negative self-talk and “all-or-nothing” thinking keep women stuck
• Real client stories of women rebuilding confidence after divorce and major life transitions
• Practical, low-pressure steps you can take this week to build financial confidence
• Why action creates confidence — not the other way around

This episode is a powerful reminder that you are likely more capable than you think, and that small, intentional actions can create meaningful momentum in your financial life.

Her Wealth: Unscripted is here to help women feel more confident, informed, and connected to their money — because finances are about more than numbers. They’re about the life they make possible.

✨ Learn more about working with Sorelle Wealth Partners: https://www.sorellewealthpartners.com

If you’re ready to take the next step in your financial journey, our team is here to guide you with clarity, partnership, and confidence.

Welcome to Her Wealth: Unscripted, the new podcast from Sorelle Wealth Partners created for women who want clarity, confidence, and compassion in every financial season.

After walking alongside women through divorce, widowhood, new careers, new love, empty nests, and second acts, we learned something quickly:

Money is never just about money. It’s woven into our choices, our identities, our relationships, and the moments that define our lives.

This trailer offers a preview of what you can expect from the show:

• Real conversations about life transitions and the money decisions that come with them

• Honest, practical, sometimes even funny discussions

• Jargon-free guidance from advisors who blend professional expertise with lived experience

• Topics like caring for aging parents, raising financially responsible kids, navigating divorce, and building an estate plan that truly protects your family

• The clarity and confidence women deserve as they move through unsteady seasons

Her Wealth: Unscripted isn’t about perfection — it’s about progress. It’s about understanding how wealth supports a meaningful life. And it’s a space where women can feel informed, empowered, and supported.

🎧 Subscribe today wherever you listen to podcasts.

Let’s get real about money — and about life.

✨ Learn more at Sorelle Wealth Partners:https://www.sorellewealthpartners.com