Women & Wealth

Today, we are joined by attorney and family law mediator, Lenore Myers. Lenore has followed her passion for bringing about solutions and helping families, and in this episode, she sheds light on the issues that come with solving things in court, as well as why mediation should fit with your specific family needs. 

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

We haven’t really needed to worry about layoffs in a long time, but lately, there have been more and more, especially among the tech giants. Today, we’re going to talk about job layoffs and how you can best equip yourself to face them—and survive one—successfully. From navigating the mental side of things to knowing what steps to take (and when), I’ve put together a quick overview to help guide you through the process.

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

Social media, marketing, and targeting the right people for your business can be confusing and overwhelming. That's why we've brought Sarah LeBlanc on the show today to shed some light on the topic. Leading the marketing team at LPL Financial by working with the advisors to help them get out there and connect with their ideal clients, Sarah has plenty of expertise to share, as well as tips on how to stop overthinking and get started marketing on social media in an effective and sustainable way.

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

Building an investment strategy that reflects your goals, time horizon, and risk tolerance may seem daunting, but it’s completely doable. In this episode, I’ll be sharing 8 timeless principles that can be used to help put your hard-earned money to work and help you prepare for the future effectively. You will learn about the main places to focus, what to NOT worry about, how to cut through the clutter, and much more.

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

Companies don’t always have the bandwidth or resources to keep existing programs moving while also trying to staff, train, and set up a new system implementation. CEO and Founder of ACS Learning, Sharon Levitch, joins the show today to talk about how they create learning solutions for companies that are rolling out new systems and technology. You will also get a peek into her professional career and some key lessons she has learned along the way.

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

Women are doing incredible things in the world, the workplace, and everywhere in between. In honor of International Women’s Day, we’ll be having a little bit of fun and playing a quick round of jeopardy. Listen in to play along and learn some incredible things you may not know about the fabulous women in the world.

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

Today Laura Cox Kaplan joins the show to share insight into the power and importance of influence—and how to sustain it. Drawing from her work in politics and policy, as well as her experience moving into a new path in life that felt more meaningful to her, Laura breaks down key micro habits that help form and foster influence.

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

Retiring to another state, or partial retirement to one state during warm months and another state during cold months, is something I have frequently discussed. Moving always requires serious considerations, no matter what your stage of life is, but the decision to retire in a different state should be considered carefully. In this episode, I’ll share some tips on what to think about when looking into other states and weigh in on how to make the right decision for you.

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

Psychologist Dr. Maggie Baker joins us on the show to share her experience dealing with money and how it has led her to help others who want to better master money (and their minds). She has decades of expertise in the psychology field and truly has a unique way of relating how you handle money to your mindset and thoughts about money.

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

Today I’ll be talking about the distribution of employer stock from 401(k) plans. If you decide to retire or change jobs while participating in an employer-sponsored retirement plan, there are some important things to keep in mind. I will discuss the key decisions you will probably need to make and share crucial insight into Net Unrealized Appreciation (NUA) of employer stock.

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