Women & Wealth

Welcome to the Women & Wealth podcast brought to you by Regina McCann Hess, a CFP with over two decades of experience. This show is for professional women who want guidance in working towards their Retirement Vision – learning, building, planning, striving for your dreams and putting the work in now so that you can pursue your Financial Independence. You can watch the Founder’s video Regina created for you to learn more about her and how she can guide you towards your financial independence at www.forgewealth.com. * The information in this podcast is educational and general in nature and does not take into consideration the listeners’ personal circumstances. Therefore, it is not intended to be a substitute for specific individualized financial, legal or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision. Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Forge Wealth Management are separate entities from LPL Financial. Our show guests and their companies are not affiliated with, nor endorsed by, LPL Financial, Private Advisor Group or Forge Wealth Management.

Accelerating Success with Mazie Minehart Colen 03/12/2025

Accelerating Success with Mazie Minehart Colen 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: LinkedIn: Facebook: Instagram: YouTube: Email: [email protected] CONNECT WITH MAZIE LinkedIn: linkedin.com/in/mazie-colen-6343944 Email: [email protected] /episode/index/show/womenandwealth/id/35655365

10 Tips for a Financially Healthy Retirement | Women & Wealth 03/06/2025

10 Tips for a Financially Healthy Retirement | Women & Wealth 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: LinkedIn: Facebook: Instagram: YouTube: Email: [email protected] /episode/index/show/womenandwealth/id/35558030

Kathleen Roberts, CEO of Switch Reward Card 02/26/2025

Kathleen Roberts, CEO of Switch Reward Card 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: LinkedIn: Facebook: Instagram: YouTube: Email: [email protected] CONNECT WITH KATHLEEN ROBERTS Website: LinkedIn: /episode/index/show/womenandwealth/id/35409365

Tips for an Emotionally Healthy Retirement 02/19/2025

Tips for an Emotionally Healthy Retirement 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: LinkedIn: Facebook: Instagram: YouTube: Email: [email protected] /episode/index/show/womenandwealth/id/35282820

Empowering Communications with Stacey Hanke 02/14/2025

Empowering Communications with Stacey Hanke 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: LinkedIn: Facebook: Instagram: YouTube: Email: [email protected] CONNECT WITH GUEST STACEY HANKE Website: LinkedIn: Facebook: Instagram: YouTube: Email: [email protected] Phone: (720) 339-0049 /episode/index/show/womenandwealth/id/35282800