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.
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Handling Student Debt While Saving for Retirement
06/25/2025
Handling Student Debt While Saving for Retirement
In 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: [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 . This material was prepared by MFS Investment Management. MFS Investment Management is not affiliated with Forge Wealth Management, Private Advisor Group, or LPL Financial.
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The Human Side of Accounting with Tevia Hoalst
06/18/2025
The Human Side of Accounting with Tevia Hoalst
In this week’s episode of Women and Wealth, Regina is joined by Tevia Hoalst, owner and founder of TeKoda Accounting! Tevia is a catalyst for small business owners and entrepreneurs. She is passionate about empowering founders and business owners through giving them confidence in their numbers to make data-driven business decisions. In a nutshell: Tevia takes businesses to the next level with next level insights and firm guidance on the numbers. She sits down with Regina to talk more about TeKoda, her journey to where she is now – both as a mom and an owner – as well as sneak peek into her vision for retirement, some advice for other professional women and much more! Episode Highlights: 0:00 - Introduction 0:37 - Intro to Tevia 3:10 - What companies and industries Tevia likes to work with 6:49 - More on what Tevia does 9:10 - “What’s your favorite thing about what you do?” 11:43 - Where you can go to learn more about 12:13 - Some of the challenges Tevia has faced as a professional woman 14:40 - Tevia’s vision for retirement 18:34 - 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: LinkedIn: Facebook: Instagram: YouTube: Email: CONNECT WITH TEVIA HOALST Website: https://www.tekodaaccounting.com/ LinkedIn: https://www.linkedin.com/in/tevia-hoalst/ 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 . This material was prepared by MFS Investment Management. MFS Investment Management is not affiliated with Forge Wealth Management, Private Advisor Group, or LPL Financial.
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Navigating Life as a Widow
06/11/2025
Navigating Life as a Widow
In this week’s episode of Women and Wealth, Regina examines one of the most difficult situations a person will ever have to face. Losing a spouse. From the essential first steps every widower should take, like gathering important documents and handling insurance claims to managing joint accounts and updating beneficiaries – Regina will cover every step of the process and guide you through this traumatic and stressful time. Episode Highlights: 0:00 - Introduction 0:31 - Navigating life as a widow 2:03 - Avoid making major life decisions for at least a year 3:16 - Get your spouse’s death certificate 3:41 - Organizing next steps, paperwork, social security and other details 11:01 - Taxes and tax payments 12:44 - Lean on your support system 14:23 - Utilize support groups, stay active 15:47 - 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: LinkedIn: Facebook: Instagram: YouTube: Email: 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 . This material was prepared by MFS Investment Management. MFS Investment Management is not affiliated with Forge Wealth Management, Private Advisor Group, or LPL Financial.
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Educate, Advocate, and Lead with Dr. Kristin Meyer
06/04/2025
Educate, Advocate, and Lead with Dr. Kristin Meyer
In this week’s episode of Women and Wealth, Regina sits down with a guest whose commitment to service is second to none. Dr. Kristin Meyer is Co-Founder at The REACH Group – an organization that empowers families with personalized guidance and advocacy, bridging the gap between families and schools and ensuring every child’s needs are met with expertise and compassion. Kristin’s work supports some of the most vulnerable in our society and her guidance is critical for parents of children with disabilities. She joins Women and Wealth to expand on her mission and the depth of her passion for helping others. Additionally, Kristin shares her experience as a professional woman, her plan for retirement and much more! Episode Highlights: 0:00 - Introduction 0:31 - Intro to Kristin Meyer 3:51 - Diving deeper into Kristin’s work 7:51 - First steps in Kristin’s process, evaluations 12:13 - Where you can learn more about REACH 13:58 - Challenges Kristin has faced as a professional woman 19:24 - Kristin’s vision for retirement 23:52 - 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: CONNECT WITH DR. KRISTIN MEYER Website: https://thereachgroup.net/ LinkedIn: https://www.linkedin.com/in/dr-kristin-meyer-68450b16a/ 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 .
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Job Search Tips
05/28/2025
Job Search Tips
Just graduated and feeling overwhelmed by the job hunt? Regina has your back. In this week’s episode, join Regina as shares her practical, no-fluff tips to help you navigate the job market post-graduation with confidence and clarity. From search tips and resume building to getting interview ready, budgeting and a few tricks you may have not heard before.. This is the ultimate crash-course in ensuring you have the best chance of landing a job – and most importantly, on your feet – after you graduate. Episode Highlights: 0:00 - Introduction 0:39 - Job search tips for upcoming college graduates 1:56 - Have a strong resume 3:26 - Work on your LinkedIn profile 5:44 - Get interview ready 7:08 - Clean up all your socials 10:20 - Be open to new experiences 13:16 - Reach out to others in your industry 14:49 - Find a mentor 15:46 - Consider volunteering, add another internship 17:01 - Eliminate unnecessary expenses 19:28 - Put the credit cards away 20:39 - Some resources that may help 21:25 - 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: 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 . This material was prepared by MFS Investment Management. MFS Investment Management is not affiliated with Forge Wealth Management, Private Advisor Group, or LPL Financial.
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How Great Teams Grow with Amy Holtz
05/21/2025
How Great Teams Grow with Amy Holtz
In 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: LinkedIn: Facebook: Instagram: YouTube: Email: CONNECT WITH AMY HOLTZ LinkedIn: https://www.linkedin.com/in/amykholtz/ 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.
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Powering Through Market Volatility
05/14/2025
Powering Through Market Volatility
In this week’s episode of Women and Wealth, Regina is addressing the marketing and the recent shake-up that we’ve seen with rumblings of a recession and more (or less) tariffs on the way. We all know that the market can be volatile, but with so much recent uncertainty, it can be difficult to stay calm and keep your head. From both an emotional and strategic perspective, Regina will give you the key points you need to focus on to avoid mismanaging your 401k, retirement or investments in general. Additionally, you’ll get an excellent working overview of how the market reacts in situations similar to what we’re seeing now, how you can hedge against downturns in the future, understanding risk and more. Episode Highlights: 0:00 - Introduction 0:36 - The market, recent disruptions 2:44 - Understanding market movements 6:31 - Volatility is normal 7:53 - Control your emotions and behavior 9:45 - Take a longer view 11:24 - Compounding (and how it works) 13:33 - Diversification benefits 15:27 - Investments should align with your goals 18:10 - Importance of rebalancing 19:43 - Understanding risk 21:05 - Benefits of working with a professional 25:05 - 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: LinkedIn: Facebook: Instagram: YouTube: Email: 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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Behind the Bakery with Tina Phillips
05/07/2025
Behind the Bakery with Tina Phillips
In this week’s episode of Women and Wealth, Regina is joined by a guest that has really reached the holy grail: Owning your very own cookie company. Seriously, can you imagine? Tina Phillips is co-owner of the Famous 4th Street Cookie Company, an award-winning, nationally recognized cookie brand – and the Famous Cookie Creamery, an ice cream sandwich shop franchise. Regina sits down to discuss 4th Street with Tina – it’s genesis, the scale of the operation and of course – all of their tasty offerings! And lastly, any Women and Wealth episode wouldn’t be complete without exploring obstacles that professional women face – which Regina explores with Tina as a business owner.. as well as checking out what she has in mind for retirement and the next chapter of her life. Episode Highlights: 0:00 - Introduction 0:43 - Intro to Tina Phillips 3:58 - More into 4th Street Cookies 6:34 - Tina explains the bakery arm of 4th Street 7:38 - 4th Street’s focus on freshness 10:18 - Some challenges Tina has faced as a professional woman 12:47 - Tina’s vision for retirement 16:34 - Putting in the work to keep the business running (and successful) 18:41 - 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: CONNECT WITH TINA PHILLIPS Website: https://famouscookies.com/ LinkedIn: https://www.linkedin.com/in/tina-phillips-ceo/ 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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Budgeting: The 50/30/20 Strategy
05/01/2025
Budgeting: The 50/30/20 Strategy
In this week’s episode of Women and Wealth, Regina is breaking down a necessary part of everyone’s financial health: Making a budget. …and like most topics on money, it can be difficult for people to sit down and think about – which is why Regina is making it easy and going over a specific plan that can get you started if you haven’t already – the “50/30/20” budget. Additionally, Regina elaborates on spending, saving, debt repayment and the glue that holds any budget together, accountability. Episode Highlights: 0:00 - Introduction 0:38 - Financial literacy 2:19 - Budgeting 4:19 - 50/30/20 Budget Rule 5:46 - Breaking down “your wants” 8:08 - Your savings and debt repayment 10:16 - Accountability 14:30 - Action item and 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: 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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Solopreneur Success with Stephanie Cleck
04/23/2025
Solopreneur Success with Stephanie Cleck
In this week’s episode of Women and Wealth, Regina invites Stephanie Cleck to the show to share her journey as a business owner and true innovator. Her company, Concihairge provides a one-of-a-kind service in which professional hair stylists come directly to the comfort of your home, office, studio, or hotel suite – which is perfect for busy professionals, brides-to-be, or new mothers – the very situation that inspired Stephanie to start Concihairge in the first place! In addition to Stephanie’s experiences as a female business owner and her vision for retirement – she shares more of her path to starting her own business, how she’s made it all work as a wife and mother of three and the technology being developed to launch Concihairge to the next level. Episode Highlights: 0:00 - Introduction 0:39 - Intro to Stephanie Cleck 3:18 - More about Stephanie’s service 9:37 - Creating the technology to support her business 11:24 - A challenge Stephanie has faced as a professional woman 14:08 - Stephanie’s vision for retirement 16:19 - Call to action 16:50 - 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: CONNECT WITH STEPHANIE Website: https://www.concihairge.com/stephanie-cleck/ LinkedIn: https://www.linkedin.com/in/stephaniecleck/ 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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Estate Planning
04/16/2025
Estate Planning
In this week’s episode of Women and Wealth, Regina tackles an uncomfortable topic most people don’t enjoy talking or even thinking about: Estate planning. The thing is, it’s not just a crucial step for your legacy like most people think – it’s also important should you become incapacitated yourself. What boils down to a simple list of instructions can get complicated fast. Proper planning can save your loved ones a lot of confusion, effort and headaches in the future. Regina also covers some easy steps you can take right now to ensure to augment your estate planning, as well as an action item that should start you in the right direction. This episode is the perfect crash-course even if you have some plans for your estate already in place. Episode Highlights: 0:00 - Introduction 0:37 - Beginning of episode 1:43 - What happens if you don’t have a will 4:13 - What to do first with your will 7:26 - Your ‘living will’ 8:09 - Appointing an executor 11:08 - Include previsions for minor children 12:33 - End of life care 15:11 - Keep a card sized outline of your will/directives 15:46 - Make sure everyone has a copy 16:07 - Healthcare POA vs. durable power of attorney 19:04 - Make sure your beneficiaries line up across all documents 22:31 - Privacy and revocable living trusts 24:44 - Action item: take care of YOU 25:40 - 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: 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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Taking Control of Your Career with Alvina Peat
04/09/2025
Taking Control of Your Career with Alvina Peat
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: CONNECT WITH ALVINA LinkedIn: Website: 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 .
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Philanthropy
04/02/2025
Philanthropy
Notes here
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Decoding Words with Cigdem Knebel
03/26/2025
Decoding Words with Cigdem Knebel
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: LinkedIn: Facebook: Instagram: YouTube: 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.
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Transfer of Wealth
03/19/2025
Transfer of Wealth
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: LinkedIn: Facebook: Instagram: YouTube: 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.
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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: 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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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] 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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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: 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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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] 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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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
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Empowering Homeownership: Strategies for Financial Success
11/20/2024
Empowering Homeownership: Strategies for Financial Success
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:
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Avoiding Phone Scams: Protecting Yourself and Your Finances
11/13/2024
Avoiding Phone Scams: Protecting Yourself and Your Finances
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:
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Changing Lives Through Personal Finance with Tanya Taylor
11/06/2024
Changing Lives Through Personal Finance with Tanya Taylor
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:
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5 Steps to Take After a Late Life Split
10/30/2024
5 Steps to Take After a Late Life Split
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:
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The Mind-Body Connection with Anne-Sophie Reinhardt
10/23/2024
The Mind-Body Connection with Anne-Sophie Reinhardt
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:
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Major Life Transitions
10/16/2024
Major Life Transitions
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:
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Defining Your Story: Authentic Leadership and Overcoming Failure with Lauren Shippy
10/09/2024
Defining Your Story: Authentic Leadership and Overcoming Failure with Lauren Shippy
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:
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Merging Finances After Marriage
10/02/2024
Merging Finances After Marriage
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:
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Building Financial Confidence and Breaking Free from Money Mindsets with Tawnya Schultz
09/25/2024
Building Financial Confidence and Breaking Free from Money Mindsets with Tawnya Schultz
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:
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Traditional vs. Roth
09/18/2024
Traditional vs. Roth
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:
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