Women & Wealth

In smaller communities, you may not know everyone personally, but you probably see people often enough to become familiar with their faces. Wouldn’t it be great if there was a way to get to know your neighbors a little bit better? Our guest today is Misty Laboy, a local magazine publisher who is incredibly passionate about her craft. In this episode, she will be sharing how she got started in the industry and how her work is helping to build a stronger community connection.

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

Should you rollover your 401(k) to an individual retirement account or not? Your other options include potentially cashing it out (and having to pay taxes or a withdrawal penalty) or transferring it into your new employer’s 401(k) plan. So, which option might fit best into your financial plan? Let’s discuss this in today’s episode.

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

Going through a divorce is an incredibly emotional time in one's life. However, with the right guidance, it is possible to come out the other side with confidence and peace of mind. This is exactly what our guest today specializes in. Deanna Coyle is the Co-Founder & Concierge Director at Vesta: A New Vision for Divorce, where she helps her clients navigate their life throughout divorce so that they can set themselves up for a wonderful life ahead. 

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

Did you know the highest rate of divorce is actually among the baby boomer generation? Back in 1990, less than 1/10 of people who got divorced were over 50 years old. Today, that number is 1/4. So, with the rate of divorce going up, what better time than now to discuss our top tips for managing your finances during and after a divorce?

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

Going through a divorce is tough for everyone involved. Whether you are dividing household items, deciding where the children will spend most of their time, or figuring out your joint finances, it can all feel daunting and overwhelming. This is why our guest today created a practice that offers comprehensive divorce financial planning services for those considering or going through the divorce process. Samantha Vona is a Financial Advisor, CDFA, as well as the Co-Founder of Strategic Divorce Planning and Vesta, and in this episode, she will be sharing how she helps her clients as they navigate their divorce process.

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

If you are a single parent, you are probably well aware of the dual challenges of managing a household and planning for the future. However, you may not be as familiar with the financial strategies that can stretch your income and help you get ahead. So, in this episode, I will be sharing some money management strategies that you can implement into your financial plan as a single parent.

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

Throughout the pandemic, many people refocused their priorities and moved out of the city and closer to nature. This trend has continued as we make our way through 2022, as families and young professionals continue to work from home and spend more time outside. No one knows this better than our guest today, Truda Carney, a real estate agent for Long and Foster near the shoreline of New Jersey. In this episode, Truda shares her experience within the housing market and gives her advice for anyone who doesn’t quite feel content where they currently are.

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

Women and men may not be on equal footing when it comes to investing for the future. On average, women work fewer hours and earn less than men—however, women also tend to live longer. Therefore, women must focus on the concerns that are unique to them when planning for retirement. In this episode, I will be explaining the steps you can take as a woman navigating her finances to ensure that you are properly prepared for your future.

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

With over two decades of extensive executive administrative support and specialized marketing communications experience, Angela York has spent most of her career working with businesses of all sizes. She is now the Founder of OnPoint Custom Virtual Solutions and in this episode, she joins the show to discuss how her business helps financial advisors market their practices whilst still falling within compliance.

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

The Roth 401(k) is becoming very popular—and with good reason. It is a type of retirement savings plan that allows you to make contributions after taxes have been taken out. This means that income tax is paid immediately on the earnings that the employee deducts from each paycheck and deposits into the account. Unfortunately, it also carries numerous rules that impact its tax treatment. So, in this episode, I will be sharing what you need to know about Roth 401(k)s. You can access the full show notes and more by visiting: https://www.forgewealth.com/