From Scarcity to Strength with Lauren Reed Williams
Women & Wealth
On this episode of Women & Wealth, Regina welcomes Lauren Reed Williams, founder of Reed Public Relations and co-founder of Wealth of a Woman. Lauren shares why she stepped down as CEO after 14 years, how she’s building safe spaces for women to talk about money, and what sparked her mission. They also dig into money mindsets, confidence with advisors, aligning finances with core values, and why “peace and freedom” now define Lauren’s vision of wealth. Episode Highlights: 0:00 - Intro 0:31 - Episode beginning 4:22 - The Equal Credit Opportunity 8:14 - Women and financial...
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Year-End Planning Checklist
Women & Wealth
As we near the end of the year, an important, yet often forgotten task awaits your attention.. The year-end checklist Most people think, “cue the scary music”, but in reality – it hurts less than you think, and the benefits could be.. Significant. This week, Regina walks through a simple year-end checklist. From rebalancing after a strong market, smart tax moves (loss harvesting, QCDs, Roth moves), retirement to-dos (catch-ups, RMDs) to family gifting/beneficiary clean-ups – you’ll be heading into 2026 confident and on track. The only question is, which action are you going to...
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The Power of Relationship Marketing with Lorrie Thomas
Women & Wealth
Marketing has always been a handful, but with the rise of digital marketing – it’s become harder than ever to manage. Enter Lorrie Thomas, CEO of Web Marketing Therapy and a self-described ‘Marketing Therapist’. Lorrie’s team has helped “intentional leaders” simplify marketing, build systems that last, and grow on their terms. She joins Regina this week and shares why the healthiest marketing starts with relationships, not shiny tools, and how clear values, service, and boundaries lead to happier clients and better results. They also discuss how Lorrie started the...
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Tips to Stay Within Your Holiday Budget
Women & Wealth
‘Tis the season for joy, generosity…and budget creep. In this Women and Wealth episode, Regina McCann Hess, shares a simple playbook to enjoy holiday shopping without sabotaging your 2026 self. You’ll learn how to set a per-person budget, avoid “buy now, pay later” traps, use last year’s statements to right-size spending, and swap pricey presents for experiences. Plus: smart ways to use rewards points, online shopping tips, and one simple action for your savings plan for a stress-free holiday next year. Episode Highlights: 0:00 - Episode beginning 2:41 - Avoiding adding...
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Franchise Your Future with Kim Daly
Women & Wealth
Designing the life you want starts with your income. This week, Regina sits down with Kim Daly, a history-making franchise consultant and mindset coach, to unpack how franchising can de-risk business ownership, create cash flow, and buy back your time. Kim explains why you should pick a business for the life it creates, not for a hobby or what your town “needs”, and how mindset shifts fueled her 350% growth in 12 months. She also shares realistic capital ranges, FTC guardrails, semi-absentee ownership, and the legacy of modeling success as a single mom. Episode Highlights: 0:00...
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Caring Until Empty: Who Looks After Women Caregivers?
Women & Wealth
When you’re taking care of everyone else – who is taking care of you? This week, Regina goes deep on women as caregivers and how the “sandwich generation” strain shows up financially, emotionally, and physically. Both for yourself and for loved ones, there needs to be a plan for long-term care (LTC) with clear-eyed costs, coverage myths (hello, Medicare), and policy options (traditional vs. hybrid; reimbursement vs. cash-indemnity). You’ll leave with concrete next steps a new understanding of how to navigate this tricky aspect of life. Episode Highlights: 0:00 -...
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Women, Leadership, and Legacy with Kelly Gates
Women & Wealth
Women, work, and winning your seat at the table. This week, Regina sits down with Kelly Gates, a CRO/CVO and longtime growth + strategic marketing leader to talk career paths, owning the room in male-dominated spaces, mentoring the next generation, and using networking + follow-through as unfair advantages. Kelly also shares how she balances venture-building with revenue leadership, and her “downshift, not full stop” vision for retirement. Episode Highlights: 0:00 - Introduction 2:36 - What led Kelly to marketing 10:16 - How to reach out to Kelly 12:21 - Kelly’s vision for...
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7 Essentials for Your Estate Planning Checklist
Women & Wealth
It happens to all of us, and how we prepare for it can mean all the difference for your loved ones. This week, Regina walks you through a 7-point estate planning checklist: what to prepare, which pros to involve, and how to keep your family out of chaos if something happens. You’ll learn how to choose the right attorney, organize your assets, decide on wills vs. trusts, set financial and medical powers of attorney, protect loved ones with the right life insurance, craft a values-based gifting plan, and why clear communication (even a recorded family meeting) can prevent costly disputes...
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Leading with Culture with Tina Hamilton
Women & Wealth
How do small and mid-size companies build a real HR function without hiring in-house? Regina sits down with entrepreneur Tina Hamilton, CEO & Founder of myHR Partner, to unpack how her company evolved from hiring support into full-scope outsourced HR across 43 states. The two also dive into what’s really driving today’s hiring slowdown and why now can still be a smart time to recruit top talent. Additionally, Regina explores Tina’s plans for retirement, her biggest obstacles she’s faced as a professional woman, and much more! Episode Highlights: 0:00 - Introduction 3:07...
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The ABCs (and D) of Medicare
Women & Wealth
Medicare made (much) clearer. This week, Regina breaks down what Medicare is, who’s eligible, the differences between Parts A–D. Most importantly, you’ll get a sneak peek into how you can avoid costly mistakes. so you can plan healthcare confidently in retirement. Additionally, Regina covers enrollment windows, penalties, Medigap vs. Medicare Advantage, and what ‘Original Medicare’ doesn’t cover. Episode Highlights: 0:00 - Introduction 0:33 - Episode beginning 3:01 - What is medicare? 3:32 - Who is eligible? 4:09 - What are the different parts? 5:14 - Part B 7:30 - Part...
info_outlineIn this week’s episode of Women and Wealth, Regina sits down with a guest that is tackling a serious issue that nearly every entrepreneur, small business owner and founder faces:
“I used to run my business. Now it runs me.”
Amy Holtz is a Certified EOS Implementer for EOS Worldwide specializing in helping entrepreneurs and non-profit leaders build their businesses and achieve their goals through helping to implement a complete, proven system with simple, practical tools.
Amy joins Regina to discuss what she has experienced first hand as a professional woman as well as the challenges and obstacles she’s faced.
Additionally, Amy shares her vision for retirement, more about EOS and her mission for her clients, and what she means by “success is about sustained discipline”.
Episode Highlights:
0:00 - Introduction
0:39 - Intro to Amy
2:36 - More about EOS
7:26 - “Success is about sustained discipline”
10:25 - Challenges Amy has experienced as a professional woman
13:41 - Amy’s vision for retirement
14:45 - What type of person does Amy add the most value to?
18:39 - Action item and 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: reginahess@forgewealth.com
CONNECT WITH AMY HOLTZ
LinkedIn: https://www.linkedin.com/in/amykholtz/
Email: amy.holtz@eosworldwide.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.