Women & Wealth

CEO and executive producer of the This Is It Network, Cheldin Barlatt Rumer, joins the show today and I’m so excited to share her with you and discuss how she connects remarkable women to inspiring stories. You will hear about the growing community she has been working on and what membership is like in the Network.

You can access the full show notes and more by visiting: https://www.forgewealth.com/

There are a lot of rules when it comes to 529s, so it’s extra important to make sure you’re using them correctly and staying within the boundaries of the benefits. Earnings on non-qualified withdrawals are taxed as ordinary income and may be subject to a 10% Federal Income Tax penalty, so it’s important to stick to this clear list of qualified expenses.

You can access the full show notes and more by visiting: https://www.forgewealth.com/

Activist and advocate Sarah Kirwan joins the show today to share a piece of her own story and passions with us. An advocate for disability inclusion and equity for people with disabilities, Sarah is the founder and CEO of Eye Level Communication, where they help businesses deal with disabilities with confidence. Listen in to learn why she is so passionate and driven to advocate for those with disabilities and get insight into what it’s like to have a non-apparent disability. 

You can access the full show notes and more by visiting: https://www.forgewealth.com/

What should you try to do within 5 years of deciding to retire? However you envision your retirement to be, it’s important to start seriously planning early on so that it goes as smoothly as possible. So, in this episode, I will be sharing 5 things you should think about doing in the 5 years before you retire.

You can access the full show notes and more by visiting: https://www.forgewealth.com/

Creating better culture, environment, and relationships is (or should be) one of the key goals for businesses, as it is the glue that ties everything and everyone together. President and Founder of Combined Resource Solutions and Creative Restaurant Solutions, Morreen Rukin, joins the show today to discuss just that. She shares how her firm provides HR consulting and solutions that present employee-facing surveys that help organizations hear what’s really on their minds and hearts.

You can access the full show notes and more by visiting: https://www.forgewealth.com/

Phone scammers are extremely crafty, and many of them go through rigorous training programs that enable them to be more successful. They know how to say just the right things to make their victims lower their guard and give up important information and money. So, in this episode, I’ll share some of the most common scams you may run into, as well as some key ways that you can protect yourself and others from being scammed.

You can access the full show notes and more by visiting: https://www.forgewealth.com/

Pamela Elaine Nichols is a business consultant and self-empowerment coach who supports women in their journey to be successful business owners. She also helps others to drop the baggage that holds them back from being what they are designed to be. She joins the podcast today to share her personal journey of self-empowerment and how it led to her starting a business that reflects her passions.

You can access the full show notes and more by visiting: https://www.forgewealth.com/

What are bonds? Should you have them? Many people don’t understand bonds or how they can be used as an investment and financial planning tool. So, in this episode, I will be sharing the most important things you need to know about bonds.

You can access the full show notes and more by visiting: https://www.forgewealth.com/

There’s a lot of talk of burnout these days, and for good reason. Here to shed light on this important subject is Kylie Ota, a burnout recovery coach for entrepreneurs. She helps women in business to heal burnout from the inside out and has been working in this niche for years. If you have ever battled overwhelm, distraction, and/or lack of productivity, this episode is for you!

You can access the full show notes and more by visiting: https://www.forgewealth.com/

After decades of hibernation, inflation is back. When I used to talk to clients about inflation, it was this mystical, magical thing that they didn’t see or believe happens. Now that it’s literally in our faces, let’s talk about this invisible thief. In this episode, you will hear 10 important things that are important to know about inflation and how it ultimately affects your finances and future.

You can access the full show notes and more by visiting: https://www.forgewealth.com/