Women & Wealth

Have you ever received a suspicious call claiming to be from the IRS or a distant relative in trouble? In this episode, I'm diving into the world of phone scams, discussing why they're so effective, the top scams targeting individuals—especially aging adults—and practical tips to protect yourself from falling victim. Listen in to learn about the tactics scammers use, how to recognize the three most common scams, and tools you can set up on your phone to block unwanted calls.

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

Today we are joined by Tanya Taylor, CPA, to talk about her unique journey to building a career in banking and teaching personal finance. She shares where her passion for personal finance started, how she helps others to succeed, and more. Her incredible story of overcoming adversity and empowering herself to build generational wealth is one you won't want to miss!

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

Divorce is tough at any age, but when it comes later in life, there are a lot of implications it can have on your retirement plans. In this episode, I'll be addressing what we call "gray divorce" and how you can navigate the financial issues that come along with this specific kind of split.

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

In the chaos of life, we often neglect the important connection between our minds and bodies, which can cause (or make worse) some serious struggles. So in today's episode, Mind-Body Coach Anne-Sophie Reinhardt joins us to share her wisdom on how to be at peace with who you are and live in a way that allows for healing and growth. Listen in as she helps to unpack some of the most difficult issues many of us struggle with behind closed doors.

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

There are a lot of major transitions we go through in life that have a big impact on our finances—and yet, many people fail to plan for them. So, in this episode, I'm going to cover some of the most important life transitions and the pivotal financial decisions to make around them. Whether you are starting a family or planning your retirement, it's crucial to plan ahead to protect your finances and the finances of your loved ones.

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

Have you ever wondered how to lead with authenticity while navigating challenges? In this episode, I'm joined by Lauren Shippy, founder of StoryWork. Lauren shares her entrepreneurial journey, from the automotive industry to launching her own consulting company, offering leadership guidance and identity-based strategy.

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

Are you newly married or planning to merge finances with your spouse? In this episode, I'm walking you through the essential steps for successfully merging finances after marriage. From gathering financial documents to creating joint accounts, I'll highlight the critical financial conversations couples need to have and provide practical advice for navigating this major life transition.

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

Have you ever felt overwhelmed by managing your finances or unsure of where to start? In this episode, I'm joined by Tawnya Schultz, also known as The Money Life Coach, to discuss how women in their 30s and 40s can build a solid financial foundation and break free from limiting beliefs about money. Tawnya shares her personal story of overcoming financial challenges, including debt, and emphasizes the importance of understanding your relationship with money.

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

From 401(k)s to 403(b)s, many of us contribute to retirement plans through our work. But do you know the differences between the various types of plans? In this episode, I'll discuss some of the key areas of retirement plans that are important to be familiar with, as well as how taxes come into play as you contribute and when you're ready to start taking money out.

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

Have you ever struggled to align your finances with your life goals? In this episode, I sit down with Lindsay Cook, a Certified Public Accountant, financial coach, and certified financial educator. Lindsay shares her unique approach to financial coaching, where she helps individuals and couples manage their day-to-day finances, overcome debt, and build strong financial habits. Listen in to discover practical steps to achieve financial clarity, manage debt, and establish a budget that works for you.

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