Women & Wealth

Today we're joined by Jamie Milam, a Business Systems Coach/Strategist who helps entrepreneurs reverse-engineer their goals so they can create purposeful plans and strategic systems. In this episode, she shares how you can plan for more accurate goals that lead to more achievable success. If you’re battling overwhelm or distraction and have big goals you want to achieve, this episode is for you!

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

Congress just passed the massive SECURE Act 2.0 in an effort to help Americans bolster their retirement savings and strengthen their long-term financial security. In this episode, I’ll discuss how it expands upon the original SECURE Act, the purpose of the legislation, and (most importantly) how it might affect you.

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

The little things we do throughout life are often not so little as time goes on—they can actually become part of our legacy. In this episode, Patricia Smith Griffin joins the show to share her story and insight on multi-generational legacy, strong female influence, and the importance and influence of small actions over time. Patricia is the Founder of Charity’s Children Project, Inc., and a staunch advocate for women’s issues who gives us a glimpse into the integral role Black women played in establishing a city.

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

Research shows that, for many families, the wealth transition process tends to go awry and cause resentment, fighting, and family breakdown. Passing on wealth is not just about getting financial assets to future generations; it’s also about passing on what you think is important and avoiding damage to your children’s relationships with each other. In this episode, I will provide you with some key tips to assist you in successfully (and peacefully) transitioning wealth to the next generation.

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

Today we have Lindsay Hagerman, founder and co-owner of RainCaper, on the show to share the ins and outs of developing and growing a business with her mom. She also talks about the challenges they tackle, customer service, and what the future looks like. Listen in to hear how they have developed their business over the years, as well as how they have faced and met certain challenges head-on during the pandemic and beyond.

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

Healthcare crises catch families off-guard all the time, and scrambling to make quick decisions and navigate a difficult medical crisis can be a huge strain on everyone. So, in this episode, I will be talking about how to create a family caregiving plan that will be ready if an emergency or crisis ever occurs. It's a crucial step for making a difficult time a bit easier, and even providing reassurance and confidence when things are tricky and uncertain. 

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

Reluctance to make mistakes is a mistake in itself. In this episode, Beth Brodovsky, owner of Iris Creative, joins the show to share from her wealth of experience in brand strategy and helping organizations clarify their identity, message, and more. She has some incredible insight into leadership, education, experience, and making mistakes.

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

Even elite athletes need time to rest, and financial markets do, too, after record-setting performances. In this episode, I will be discussing bear markets, explaining what they are, and sharing 10 important things you need to know about them. With everything going on in the financial world, this is a very timely topic, so be sure to listen in!

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

President of J&L Building Materials, Emma Moretzsohn, joins the show today to chat with me about her family business, the construction industry, employees, and more. From the logistics nightmare that came with COVID to the challenges she has faced as a woman in leadership, you will get to hear her thoughts on how to navigate hurdles that come up in life and business. We also tackle work-life balance, leadership, and setting up a healthy culture in business. 

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

What are those phrases you tend to dread when they come from your boss? “Can we have a word in private?” or “We need to talk” are pretty anxiety-inducing for most of us. Well, today we’re going to tackle how to start a conversation with your grown children who haven’t started investing so they don't dread the conversation before it even begins. I’ll encourage you to think about how you introduce the topic, share ideas on how to start conversations in non-ominous ways, and more.

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