Women & Wealth

In this week's episode of Women and Wealth, Regina is joined by Alvina Peat!

As Alvina puts it, she "inspires people to take control of their careers" – but more specifically, she is a catalyst for success in the workplace across several different industries. Through effective interpersonal skills workshops and coaching, Alvina helps individuals become their most engaged and productive at work. Alvina sits down with Regina to share the vision and process behind her newest book and most importantly: how she empowers her clients. Additionally, Regina explores Alvina's experience as a woman in the workplace, and the inspiration behind Alvina's focus on female empowerment through her writing and H.E.R. workshops. Episode Highlights: 0:00 - Introduction 0:35 - Intro to Alvina 1:13 - Who works well with Alvina? 4:44 - More about Alvina's book 11:30 - Challenges faced as a working woman 15:28 - Alvina's vision for retirement 16:38 - Action items 19:05 - Episode wrap-up ABOUT REGINA MCCANN HESS Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money. Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse. As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals. CONNECT WITH REGINA Website: https://www.forgewealth.com LinkedIn: https://www.linkedin.com/in/reginamccannhess/ Facebook: https://www.facebook.com/ForgeWealth Instagram: https://www.instagram.com/forgewealthmanagement/ YouTube: https://www.youtube.com/@forgewealth Email: [email protected] CONNECT WITH ALVINA LinkedIn: https://www.linkedin.com/in/alvinapeat/ Website: www.alvinapeat.com Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.forgewealth.com.

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In this week's episode of Women and Wealth, Regina is joined by Cigdem Knebel! The founder of Simple Words Books, Cigdem created both a product and a business unlike any other – and her "why"? Her very own son. Now, Cigdem's journey to improve fluency, comprehension, and reading confidence in those with dyslexia – still continues. Her decodable books lead the way in developing the reading skills of those who are differently-abled and even have served as a guide to other aspiring authors looking to make their own decodable books. Regina sits down with Cigdem to dive deeper into her story, her 'why' and the challenges she faced in getting started (and maintaining) her business. As always with guests on Women and Wealth, Cigdem also shares the obstacles she dealt with in being a professional woman, her vision for retirement and some action items for the listeners to focus on in the coming weeks!

Episode Highlights:

0:00 - Introduction

0:43 - Intro to Cigdem

2:25 - "Reading is a fundamental skill"

5:09 - Who Cigdem works with

8:29 - Helping other authors like herself

11:03 - The challenges Cigdem has faced as a professional woman

16:22 - Cigdem's vision for retirement

22:34 - This week's 'action item'

23:54 - Episode wrap-up

ABOUT REGINA MCCANN HESS

Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.

Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.

As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.

CONNECT WITH REGINA

Website: https://www.forgewealth.com

LinkedIn: https://www.linkedin.com/in/reginamccannhess/

Facebook: https://www.facebook.com/ForgeWealth

Instagram: https://www.instagram.com/forgewealthmanagement/

YouTube: https://www.youtube.com/@ForgeWealth

Email: [email protected]

CONNECT WITH CIGDEM

LinkedIn: https://www.linkedin.com/in/cigdem-knebelswb/

Website: simplewordsbooks.com

Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org

Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

For a list of states in which I am registered to do business, please visit www.forgewealth.com.

Nobody wants to talk about it – but it's one the most important things that you need to have figured out. The transfer of your wealth. We all know it isn't easy to think about, but it's crucial you have a clear plan to ensure that your assets are distributed properly. In this episode, Regina covers what you need to know about your very own transfer of wealth – from simple box-checking like making sure your will is updated or explained in advance, to more complicated details like taxes and probate. If you haven't begun to plan about these next steps, or even if you have a somewhat of a plan of your own – this episode is a perfect 'north star' to help make sure you have what you need to have in place.

Episode Highlights:

0:00 - Introduction

2:55 - Visions and values

5:35 - It's all about communication

9:46 - Explain your will in advance

12:39 - Writing a letter or recording a video

14:42 - Updating your will

17:01 - Your will is not a private document

18:44 - Gifting

20:15 - Educating the next generation

21:26 - Episode wrap-up

ABOUT REGINA MCCANN HESS

Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.

Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.

As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.

CONNECT WITH REGINA

Website: https://www.forgewealth.com

LinkedIn: https://www.linkedin.com/in/reginamccannhess/

Facebook: https://www.facebook.com/ForgeWealth

Instagram: https://www.instagram.com/forgewealthmanagement/

YouTube: https://www.youtube.com/@ForgeWealth

Email: [email protected]

Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org

Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

For a list of states in which I am registered to do business, please visit www.forgewealth.com.

In this week's episode of Women and Wealth, Regina is joined by the fantastic and talented Mazie Minehart Colen!

Mazie is ready to tackle the challenges where people are involved in your business. Projects include Executive Coaching, Executive Team Facilitation and Development, Start-Up Planning, Leadership Training, and all of the elements where successful companies meet growing pain. Additionally, Mazie facilitates Company Strategy Sessions and Offsites and Employee Interventions of all types. Mazie's optimism and energy combined with her bottom line results focus produces delighted, successful individuals and high performing, aligned organizations – which Regina and Mazie cover in this episode – her process and how she 'levels up' her clients. Additionally, Mazie shares insights into her newly released book and why she felt inspired to create it, the obstacles and challenges she's faced as a professional woman, her plan for retirement and much more!

Episode Highlights:

0:00 - Introduction

0:40 - Episode beginning, intro to Mazie Mineheart Colen

2:41 - "It's not just the financial side"

3:26 - A little about Mazie's book

5:44 - Mazie's process

9:53 - Why Mazie wrote her book

16:08 - Where you can find out more about Mazie

18:54 - Mazie's experience as a professional woman

20:30 - Mazie's vision for retirement

22:52 - Mazie's 'action items'

25:02 - Episode wrap-up

ABOUT REGINA MCCANN HESS

Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.

Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.

As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.

CONNECT WITH REGINA

Website: https://www.forgewealth.com

LinkedIn: https://www.linkedin.com/in/reginamccannhess/

Facebook: https://www.facebook.com/ForgeWealth

Instagram: https://www.instagram.com/forgewealthmanagement/

YouTube: https://www.youtube.com/@ForgeWealth

Email: [email protected]

CONNECT WITH MAZIE

LinkedIn: linkedin.com/in/mazie-colen-6343944

Email: [email protected]

Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org

Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

For a list of states in which I am registered to do business, please visit www.forgewealth.com.

Welcome to the Women & Wealth Podcast! In this week's episode, host Regina McCann Hess, shares 10 Tips for a Financially Healthy Retirement.

It's the problem that is on nearly everyone's mind – the issue is that there are so many options and so much advice out there for what you should be doing to address your own retirement. From your broad philosophy, all the way down to the nuts and bolts and individual decisions you should be making, you need to be prepared for what comes next – no matter how far away it seems. In this quick, 15 minute video, Regina lays out not only what you should know, but what you should be focusing on. From updating your account beneficiaries and setting up proper insurance to tactical advice like: "reduce or eliminate your debt" and "avoid early withdrawals from retirement accounts.

This is the episode that lays it all out just enough to get you thinking about retirement… or even reconsidering your whole strategy.

Episode Highlights:

0:00 - Introduction

0:47 - Reduce/eliminate debt

1:32 - Delay social security payments

2:48 - Contribute as much as you can to 401k/IRAs

5:10 - Avoid early distributions from retirement accounts

6:17 - Save 1-2 years of a "rainy day" fund

8:35 - Don't panic in down markets

9:11 - Always update account beneficiaries

9:56 - Take your full required min. distributions

10:49 - Setup proper insurances

12:57 - Episode wrap-up

ABOUT REGINA MCCANN HESS

Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.

Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.

As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.

CONNECT WITH REGINA

Website: https://www.forgewealth.com

LinkedIn: https://www.linkedin.com/in/reginamccannhess/

Facebook: https://www.facebook.com/ForgeWealth

Instagram: https://www.instagram.com/forgewealthmanagement/

YouTube: https://www.youtube.com/@ForgeWealth

Email: [email protected]

Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org

Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

For a list of states in which I am registered to do business, please visit www.forgewealth.com.

In this week's episode of Women and Wealth – host Regina Hess is joined by Kathleen Roberts, the CEO of Switch Reward Card! Kathleen is a force of nature and walking legend among professional women. She is the former President of Discover Bank, the first female Chair of the Delaware Bankers Association and a current member of Salt Lake's Chamber's Board of Governors. Regina sits down to discuss Kathleen's impact in her community, her industry and in the crypto space. Additionally, Kathleen shares her insights on the direction alternative currencies are headed, the state of the regulatory environment around them and how she's changing the crypto landscape for the better. This is a fantastic episode of aspirational, young female professionals as well as entrepreneurs and founders alike. Tune in to check out Kathleen's experiences as a professional woman navigating male-dominated spaces and how she found success despite obstacles (and doubters)!

Episode Highlights:

0:00 - Introduction

0:48 - Introduction to guest Kathleen Roberts

2:59 - Kathleen elaborates more on what she's doing

7:54 - Where Kathleen is seeing alternative types of currency

11:17 - "It's evolving as we speak"

12:44 - The importance of doing your own research

15:10 - Where you can learn more

18:08 - Challenges Kathleen faced as a professional woman

23:54 - Kathleen's vision for retirement

27:46 - Blockchain's with social impact

29:41 - Episode wrap-up

ABOUT REGINA MCCANN HESS

Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.

Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.

As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.

CONNECT WITH REGINA

Website: https://www.forgewealth.com

LinkedIn: https://www.linkedin.com/in/reginamccannhess/

Facebook: https://www.facebook.com/ForgeWealth

Instagram: https://www.instagram.com/forgewealthmanagement/

YouTube: https://www.youtube.com/@ForgeWealth

Email: [email protected]

CONNECT WITH KATHLEEN ROBERTS

Website: https://switchrewardcard.com/meet-our-ceo-kathy-roberts/

LinkedIn: https://www.linkedin.com/in/kathyrobertsswitch/

Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org

Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

For a list of states in which I am registered to do business, please visit www.forgewealth.com.

Welcome to the Women & Wealth Podcast! In this week's episode, host Regina McCann Hess, shares 10 Tips for an Emotionally Healthy Retirement.

While financial planning is a key part of retirement, emotional well-being is just as important.

From practical tips like developing your vision for an ideal retirement and avoiding impulse-spending, to strategies for enhancing your mental health during this crucial transitionary period–like retiring in the Spring.

If you're planning for retirement—or already retired—this episode is packed with valuable insights to help you thrive in this next chapter of life.

Episode Highlights:

0:00 - Introduction

0:44 - Develop an ideal retirement vision

2:07 - Align your vision with your core values

2:59 - Discuss vision and values with your partner

4:05 - Working with a certified financial planner

5:16 - Consider retiring in the spring

6:27 - Nurture your family and friends network

7:25 - Develop your interests and hobbies

8:21 - Restrict emotionally-driven spending

9:27 - Set things up to age and place

10:30 - Consider independent living communities

11:25 - Episode wrap-up

ABOUT REGINA MCCANN HESS

Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.

Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.

As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.

CONNECT WITH REGINA

Website: https://www.forgewealth.com

LinkedIn: https://www.linkedin.com/in/reginamccannhess/

Facebook: https://www.facebook.com/ForgeWealth

Instagram: https://www.instagram.com/forgewealthmanagement/

YouTube: https://www.youtube.com/@ForgeWealth

Email: [email protected]

Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org

Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

For a list of states in which I am registered to do business, please visit www.forgewealth.com.

In this week's episode of Women and Wealth – host Regina Hess is joined by influence and communication extraordinaire Stacey Hanke!

As a Hall of Fame speaker and thought leader in influential communication, Stacey helps professionals transform how they show up and lead.

Her keynotes are packed with real-life, actionable strategies that help individuals to build trust, communicate with clarity and drive action—whether in presentations, meetings, or everyday conversations.

Stacey joins Regina to discuss her own entrepreneurial journey, the challenges she has faced as a professional woman and the reality of public speaking and 'influential communication'.

Episode Highlights:

0:00 - Introduction to Stacey Hanke

6:21 - Stacey's specific niche

8:30 - "We can't just go through the motions"

10:27 - The best make it look easy, but… 12:26 - Where you can learn more about Stacey

13:30 - The challenges Stacey has faced (as a professional woman)

17:03 - Stacey's "retirement vision"

18:44 - Downside of entrepreneurism, having vision

ABOUT REGINA MCCANN HESS

Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.

Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angelos and Scripps News. She has also been a quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.

As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.

CONNECT WITH REGINA

Website: https://www.forgewealth.com

LinkedIn: https://www.linkedin.com/in/reginamccannhess/

Facebook: https://www.facebook.com/ForgeWealth

Instagram: https://www.instagram.com/forgewealthmanagement/

YouTube: https://www.youtube.com/@ForgeWealth

Email: [email protected]

CONNECT WITH GUEST STACEY HANKE

Website: http://www.staceyhankeinc.com

LinkedIn: https://www.linkedin.com/in/staceyhanke

Facebook: https://www.facebook.com/StaceyHankeInc

Instagram: https://www.instagram.com/staceyhankeinc

YouTube: https://www.youtube.com/@staceyhanke

Email: [email protected]

Phone: (720) 339-0049

Have you ever wondered how to make the most of your home equity or navigate the mortgage process with confidence? In this episode of Women and Wealth, Regina McCann Hess welcomes Sue Meitner, President of Centennial Lending Group, to discuss strategies for leveraging homeownership as a tool for building wealth. Sue shares her expertise on restructuring debt, buying or refinancing a home, and navigating unique situations like divorce and rising interest rates.

Listen in to discover how owning a home can contribute to long-term financial security and hear Sue's personal insights on overcoming challenges as a woman in a male-dominated industry. From practical advice to empowering stories, this episode is packed with actionable tips to help you take control of your financial future.

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