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...
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The 10-Minute Shift That Changed Everything with Mihika Patel
Women & Wealth
Regina welcomes coach and speaker Mihika Patel, founder of One Mighty Mama, to explore reclaiming identity in motherhood and designing a flexible, fulfilling future. Additionally, the two cover tiny habits for tough days, “Mind Movies” for affirmations, and why investing in yourself strengthens your relationships. Episode Highlights: 0:00 - Introduction 0:43 - Meet Mihika Patel 2:24 - Why focus on moms? 8:43 - Mihika’s morning routine 14:07 - Where you can connect with Mihika 15:36 - Challenges Mihika has faced as a professional woman 19:30 - Mihika’s plans for retirement...
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10 Things to Know About Market Volatility
Women & Wealth
Investing in the stock market is a common, but significant part of most American’s retirement and wealth-building strategies. It can come with one major hitch – volatility. Nobody likes it, but everyone deals with it. In this Women & Wealth episode, Regina McCann Hess shares 10 things you should know about stock-market volatility, from what the VIX really measures to why time in the market matters more than timing. You’ll learn how to frame scary headlines, ways to soften volatility in a plan, and why downturns can be long-term opportunities. Episode Highlights: 0:00...
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Supporting Women Where It Counts with Shikha Bajaj
Women & Wealth
Welcome back to another edition of Women and Wealth! This week, Regina has on Shikha Bajaj – Shikha Bajaj is a globally recognized transformation expert, award-winning author, and visionary executive with over 25 years of experience leading innovation and impact across Fortune 500 companies, nonprofits, and mission-driven institutions. Her new book, Own Your Color: How to Unleash Your Limitless Potential with One Secret Tool: MENTOR, explores three actionable steps: understanding your values, daring to dream big, and taking decisive action. Shikha gives you and Regina a sneak...
info_outlineIn this week’s episode of Women and Wealth, Regina covers yet another difficult topic that many people—especially most recent college graduates—have to deal with:
Student loans.
These loans help make a college education possible for many Americans and can be a big part of the equation in launching your career. However, paying them off can be a tricky situation for young people trying to find financial footing—especially in today’s economy.
Join Regina as she breaks down the current landscape of student debt but more importantly, what you can do personally, or recommend to others that are leaving college and entering the workforce. From striking the balance between repayment and saving, to creating a budget and how you can leverage your new role to help your retirement!
Episode Highlights:
0:00 - Introduction
0:34 - Graduation season and student loans
3:30 - Start contributing to plans as soon as your eligible
5:02 - Creating a monthly budget
10:32 - Take advantage of your company’s retirement plan match
12:13 - Setup good habits, a new rule for student loans
13:51 - More about company match (and how it impacts your future)
20:29 - Action item and episode wrap-up
ABOUT REGINA MCCANN HESS
Regina McCann Hess, CFP®, CDFA®, is the Founder and President of Forge Wealth Management, with more than 25 years of experience guiding clients through wealth-building and life transitions—including divorce. She is a Certified Divorce Financial Analyst® and has completed the Amicable Divorce Professional Training and Collaborative Divorce Training, allowing her to support clients as they navigate the divorce process.
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero and host of the Women & Wealth podcast. Her insights have been featured across national platforms including Schwab TV, Yahoo Finance, CBS Philadelphia, KTLA Los Angeles, FOX 29 Philadelphia, King 5 Seattle, and NTD Television. She’s also been quoted in top publications such as Forbes, Business Insider, USA Today, U.S. News & World Report, The Muse, and more.
A sought-after speaker, Regina regularly presents at women’s networks, divorce and financial wellness events, and has been a podcast guest on Financially Intentional, Average Joe Finances, Money & Mortgages, and more.
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
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.
This material was prepared by MFS Investment Management. MFS Investment Management is not affiliated with Forge Wealth Management, Private Advisor Group, or LPL Financial.