Women & Wealth

One account, three tax benefits—that's the health savings account (HSA). We all know that healthcare costs continue to soar, which creates a conundrum for individuals, as well as employers who are offering health benefits to their employees. In this episode, I'll shed light on the most important benefits of having a health savings account and share some of my best tips for getting the most out of this underutilized tool. You can access the full show notes and more by visiting: https://www.forgewealth.com

Madeline Henson, staff accountant at O'Fria & Associates P.C., joins the show today to share how she helps people build multi-generational wealth. She offers an insightful glimpse into her career and professional journey, from earning respect as a female in the accounting field to planning for her own financial future. Listen in to learn what it's like to work in a family business, why Madeline feels like she got to 'grow up with' clients, and more. You can access the full show notes and more by visiting: https://www.forgewealth.com

Your credit score is one of the main things that is considered when you're applying for a loan, mortgage, or credit card—and even sometimes your internet. In this episode, I'll be sharing ten important things you need to know about credit scores so you can make sure to stay on top of it. Listen in for tips on keeping a strong score, as well as common misconceptions and mistakes to avoid. You can access the full show notes and more by visiting: https://www.forgewealth.com

Midlife is a time when many women are busy, run-down, and often frustrated with their health. Today's guest is Heike Yates, a fitness and mindset coach who empowers women in this stage of their lives using a mix of Pilates, intermittent fasting, and mindset management. Tune in to hear great ideas, tips, and inspiration for thriving through your midlife era. You can access the full show notes and more by visiting: https://www.forgewealth.com

We're going to have a little fun today with some Jeopardy-style International Women's Day trivia. From rock 'n' roll and politics to physics and taking flight, women have played key roles in history, so listen in to hear about just a few! You can access the full show notes and more by visiting: https://www.forgewealth.com

Lisa Zeiderman joins the show today to dive into all things divorce law, as well as the complex financial situations that often accompany a marital split. As a matrimonial attorney, CDFA, and CFL, Lisa offers valuable insight into dealing with some of the most complicated and stressful aspects of divorce, including trusts and estate, issues of custody, orders of protection, and more. You can access the full show notes and more by visiting: https://www.forgewealth.com

Learning to love your life when you're coming from a place of feeling stuck and confused can be such a difficult—but worthwhile—pursuit. Suzy Rosenstein joins me on the show today as someone who has been working in the midlife coach space for 10 years. She shares insight that she has gained from working with women over 50 and sheds light on what it takes to love your life and live your best life, later in life. You can access the full show notes and more by visiting: https://www.forgewealth.com

Have you given the proper thought to who you will assign as your beneficiaries? Beneficiary designation can significantly impact your family, so it's worth taking the time to plan—especially given that different types of accounts have different processes and rules. In this episode, I'll explain how to start assessing your financial situation so you don't miss out on taking full advantage of the benefits of the different beneficiary options. You can access the full show notes and more by visiting: https://www.forgewealth.com

Divorcing later in life comes with its own set of unique challenges. So today, we're joined by licensed marriage and family therapist, Linda Hershman, who will shed light on common mistakes people make when going through a "gray divorce" (meaning a divorce that happens over the age of 50) and how to avoid making them. With over 30 years in practice, she offers valuable insight that you won't want to miss. You can access the full show notes and more by visiting: https://www.forgewealth.com

A lot of analysts have been talking about a potential recession for at least a year now, and are still talking about one coming in 2024. In this episode, I'll be sharing a few important things to know about recessions, what to watch out for, how to prepare, and more. What goes up must come down, but are you ready to ride out the cycle? You can access the full show notes and more by visiting: https://www.forgewealth.com