Women & Wealth: Recent Episodes
Regina Hess
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.
Strong leadership matters most when the pressure is high, change feels uncomfortable, and relationships are being tested.
This week, Regina sits down with Michelle Kozin, founder and president of Predictive Advisors, to discuss how behavioral science can help leaders navigate those moments. Drawing on more than 20 years of experience in leadership development and organizational change, Michelle explains how self-awareness, curiosity, and diversity of thought can strengthen teams, build trust, and improve performance.
They also discuss multigenerational workplaces and Michelle's vision for retirement.
Episode Highlights:
0:00 - Meet Michelle Kozin, founder of Predictive Advisors
2:48 - Helping leaders and teams navigate change
6:46 - The head, heart, and briefcase model
9:08 - Building trust in relationship-driven industries
10:42 - Navigating generational change
12:53 - Multigenerational family businesses
14:12 - Why trust cannot be automated
16:23 - The three types of diversity
21:04 - Michelle's vision for retirement
23:19 - Episode wrap-up
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
CONNECT WITH MICHELLE
Website: https://predictiveadvisors.com/
LinkedIn: https://www.linkedin.com/in/michellekozin/
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
The excitement surrounding a major IPO like SpaceX can make it feel like you need to act quickly or risk being left behind. But popularity alone does not make an investment right for your portfolio.
This week, Regina breaks down the questions to ask before investing in an IPO, including how much risk you can handle, what purpose the investment would serve, and what you may need to give up to make room for it. She also explains how newly public companies can eventually affect your retirement savings through the index funds inside your 401(k).
Episode Highlights:
0:00 - Introduction
1:32 - Why hype does not make an investment right for you
3:21 - What an IPO is and why prices can be volatile
4:35 - Preparing for upcoming AI-related IPOs
6:02 - Could you handle a major drop in the stock?
6:54 - What purpose would the investment serve?
7:27 - Understanding the financial trade-offs
8:58 - How IPOs can affect your 401(k)
10:19 - Potential inclusion in the S&P 500
13:26 - AI, investing, and long-term uncertainty
16:13 - Episode wrap-up
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
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.
This material was prepared by Snappy Kraken
For a list of states in which I am registered to do business, please visit www.forgewealth.com. Hartford Funds is not affiliated with, nor endorsed by LPL Financial, Private Advisor Group, or Forge Wealth Management
Getting your name into the media is about more than having something to promote. It takes a clear message, the right opportunities, and the patience to build trust over time.
Regina sits down with public relations professional and former television reporter Michele Treacy to talk about what goes into creating a strong media presence. Michele explains how she helps executives and thought leaders identify the stories worth telling, connect with the right outlets, and become reliable sources journalists return to.
They also discuss the difference between earned and paid media, the importance of collaboration, and why meaningful visibility rarely happens overnight. Michele shares her own experience transitioning from television news into public relations, the uncertainty that came with changing careers, and how she learned to trust that her existing skills could lead her somewhere new.
Episode Highlights:
0:00 - Welcome and introducing Michele Treacy
1:08 - From television news to public relations
2:49 - Finding the right media opportunities and building a clear message
6:35 - Becoming a trusted source through earned media
10:16 - Why meaningful visibility takes time
13:36 - Michele's work across different industries
17:28 - Navigating a major career transition
21:32 - Building confidence and getting out of your own head
23:22 - Michele's vision for retirement
24:32 - Letting your story and career evolve
25:24 - Episode wrap-up
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
CONNECT WITH MICHELE
Website: https://mrtcommunications.com/
LinkedIn: https://www.linkedin.com/in/mrtreacy51/
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
Social media can make it seem like everyone else is earning more, spending more, and living better. But what you see online rarely tells the full story.
In this episode, Regina breaks down money dysmorphia, the feeling that you are financially behind even when you may actually be doing just fine. She explains how influencers, algorithms, luxury content, and constant comparison can distort your idea of financial success and quietly affect your spending habits.
You'll also learn how to recognize these pressures, create healthier boundaries with social media, and bring your focus back to your own financial goals, values, and progress.
Episode Highlights:
0:00 - Introduction 1:48 - Influencers, consumerism, and unrealistic financial comparisons 5:12 - When wealth becomes tied to personal worth 8:03 - How money dysmorphia affects different generations 9:21 - Feeling behind even when your savings are on track 11:01 - Reducing social media's influence on your spending 12:06 - Building financial confidence around your own goals 13:21 - Simple ways to create healthier digital habits 13:52 - Final thoughts and episode wrap-up
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
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.
This material was prepared by Hartford funds.
For a list of states in which I am registered to do business, please visit www.forgewealth.com. Hartford Funds is not affiliated with, nor endorsed by LPL Financial, Private Advisor Group, or Forge Wealth Management
What holds women back from sharing their expertise, starting something new, or trusting their own instincts?
In this episode of Women and Wealth, Regina sits down with Virginia Elder, founder of Podcast Abundance, to talk about podcasting, visibility, intuition, and building confidence through repetition.
Virginia shares why podcasting can be such a powerful tool for women in financial and professional spaces, especially when so many still hesitate to step forward unless everything feels perfect. They also talk about the pressure women feel around appearance, why progress matters more than perfection, and how listening to your intuition can shape better business decisions.
Episode Highlights:
0:00 - Introduction
0:38 - Meet Virginia!
3:12 - Why she loves helping financial professionals get their voices out there
4:24 - The gender gap in podcasting and financial services
6:00 - Why women often wait until they feel fully "ready"
7:24 - Getting past appearance, confidence, and perfection barriers
10:09 - Why progress over perfection matters when starting a podcast
12:09 - Virginia's biggest challenge as a professional woman
14:35 - Her vision for retirement, family, travel, and flexibility
17:31 - Why mobility, strength, and health matter for future freedom
19:30 - Regina's closing takeaways: lift weights and trust your intuition
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
CONNECT WITH VIRGINIA
Website: https://podcastabundance.com
LinkedIn: https://www.linkedin.com/in/virginiaelder/
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.
Starting early may not feel urgent when you're juggling rent, student loans, a first job, and all the costs that come with adult life.
But small financial habits built early can create serious momentum over time.
In this episode of Women and Wealth, Regina talks through why young adults should begin saving and investing as soon as they can, even if the amount feels small at first. She explains how compounding works, why automation makes saving easier, how to think about raises and bonuses, and why employer benefits like retirement plans, Roth contributions, HSAs, and stock purchase programs can play a major role in building long-term wealth.
Regina also reminds listeners that financial confidence does not happen overnight. It comes from learning, starting small, making progress, and giving "future you" a stronger foundation.
Episode Highlights:
0:00 - Introduction
2:03 - The power of time, consistency, and small steps
3:22 - How compounding helps your money grow
5:04 - Starting at 25 vs. starting at 35
6:22 - Making saving automatic
9:15 - Using raises and bonuses wisely
11:06 - Taking advantage of employer retirement benefits
13:58 - Traditional vs. Roth retirement contributions
14:51 - HSAs, stock purchase plans, and other workplace benefits
15:56 - Building financial knowledge and confidence
17:54 - Progress, not perfection
18:42 - A simple action item to get started
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
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.
This material was prepared by Hartford funds.
For a list of states in which I am registered to do business, please visit www.forgewealth.com. Hartford Funds is not affiliated with, nor endorsed by LPL Financial, Private Advisor Group, or Forge Wealth Management
Money is one of the leading causes of stress in relationships, but it doesn't have to be.
In this episode, Regina McCann Hess joins consumer reporter Josh Sidorowicz of CBS News Philadelphia's In Your Corner podcast to discuss how couples can successfully manage money together.
From whether you should combine bank accounts to how to avoid "financial infidelity," this conversation is packed with practical advice for couples at any stage.
You'll learn:
- When to start talking about finances in a relationship
- How to split expenses and set shared financial goals
- Whether joint or separate accounts work best
- How to avoid common money mistakes like lifestyle creep
- A simple "1/3 rule" to balance saving and spending
If you've ever argued about money, or want to avoid it, this episode is a must-watch.
0:00 Introduction
0:20 Why money is a top relationship stressor
2:20 Should couples combine finances?
4:30 The "kitchen table" money conversation
6:15 When to talk about finances in a relationship
7:05 What is financial infidelity?
8:10 How to handle different money goals
11:05 Budgeting (or a "plan) that actually works
15:25 The 1/3 rule for raises and bonuses
20:30 Credit cards: joint vs separate
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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.
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CONNECT WITH REGINA MCCANN HESS
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
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CONNECT WITH JOSH SIDOROWICZ
Episode on YouTube: https://www.youtube.com/watch?v=Rgr5kp-IIT8 Instagram: https://www.instagram.com/joshsid/
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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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Inflation can feel like an invisible thief. Your groceries cost more, your budget feels tighter, and your retirement plan may need to stretch further than expected.
In this episode of Women and Wealth, Regina breaks down 10 key things to understand about inflation, from why prices rise to how the Federal Reserve uses interest rates to slow things down. She also explains why prices do not always fall back to where they were, why deflation can create its own problems, and how inflation can affect your long-term portfolio and retirement lifestyle.
Episode Highlights:
0:00 - Intro
0:31 - A simple way to understand inflation
1:14 - What inflation actually means
2:29 - Why inflation keeps making headlines
3:59 - How inflation impacts daily life
5:06 - The Fed's role in managing inflation
5:59 - How higher interest rates help slow demand
8:04 - Why prices do not always come back down
9:28 - The risk of deflation
10:37 - Inflation through history
11:44 - How inflation can impact your portfolio
14:21 - Why inflation matters in retirement planning
15:29 - Action item and episode wrap-up
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
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.
Self-storage might not be the first thing you think of when you hear "real estate investing," but it can open the door to a very different conversation about diversification, passive income, and long-term planning.
Regina McCann Hess sits down with Corinn Altomare, co-founder of Hearthfire Holdings, to talk about passive self-storage investments, why some investors look beyond traditional stocks and bonds, and how income-producing assets can fit into bigger retirement conversations.
They also talk about patience, long-term thinking, 1031 exchanges, the emotional side of work and family, and the importance of asking one big retirement question early: how will you replace your paycheck?
Episode Highlights:
0:00 - Welcome to Women and Wealth
0:31 - Why self-storage can be an interesting investment topic
1:06 - Meet Corinn Altomare
2:23 - Building Hearthfire Holdings from a side hustle
5:17 - Diversification beyond stocks and bonds
7:13 - How private investors can access larger real estate projects
9:24 - Storage vs. apartments
13:28 - Long-term investing and avoiding daily market noise
14:32 - 1031 exchanges and compounding over time
17:01 - Where to learn more about Corinn
17:40 - Balancing ambition, family, and fulfillment
23:16 - Corinn's vision for retirement
25:01 - Passive income and replacing your paycheck in retirement
26:46 - Regina's action item
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
CORINN ALTOMARE
Website: https://hfirecapital.com/
LinkedIn: https://www.linkedin.com/in/corinn-altomare/
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.
Recessions are a normal part of the economic cycle, but they can still feel unsettling when the headlines get loud and your own budget starts to feel tighter.
In this episode of Women and Wealth, Regina explains what a recession actually is and why it is not the same thing as a "down" stock market. She also talks about how recessions can show up in everyday financial decisions, from cutting back on travel and dining out to being more careful with discretionary spending.
Episode Highlights:
0:00 - Intro to Women and Wealth
0:31 - What Is a Recession?
1:14 - 1. What's in a Name?
1:39 - 2. A Recession Is Not a Down Market
2:40 - 3. Internal vs. External Shocks
3:21 - 4. The Customer Is Always Right
4:16 - 5. What Goes Up Must Come Down
4:40 - 6. We Grow More Than We Contract
5:35 - 7. Connected, But Not Always in Sync
6:03 - 8. Bad Begets Good
6:29 - 9. Not All Stocks Are Created Equal
7:24 - 10. Stocks Can Grow When the Economy Contracts
8:18 - Signs You May Feel Before a Recession Is Announced
9:01 - Call to Action: Rein in Spending
9:24 - Closing and Connect With Forge Wealth
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
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.
This material was prepared by Hartford funds.
For a list of states in which I am registered to do business, please visit www.forgewealth.com. Hartford Funds is not affiliated with, nor endorsed by LPL Financial, Private Advisor Group, or Forge Wealth Management
Your logo, website, colors, fonts, and visuals all tell a story before someone ever works with you.
In this episode of Women and Wealth, Regina is joined by Abbie O'Brien, founder of The Branding Den, to discuss creating a brand identity that feels strategic, authentic, and aligned with the people you want to serve.
Abbie shares how she turned a pandemic layoff into a growing brand and web design business, why strong branding starts with deeper questions, and how small business owners can create consistency across their website, social media, and marketing materials.
Regina and Abbie also talk about entrepreneurship, motherhood, making time for yourself, and stepping away from the screen to refill your own cup.
Episode Highlights:
0:00 - Introduction
0:32 - Why branding, logos, and design matter for small business owners
2:39 - How Abbie turned a pandemic layoff into a business opportunity
4:14 - What goes into building a strategic brand identity
7:58 - Why many small business owners rebrand after they better understand their audience
10:01 - How brand guidelines create consistency across your business
13:03 - Abbie's challenge of building a business while becoming a mom
14:27 - Abbie's vision for retirement, travel, golf, and warmer weather
15:51 - Why making time for yourself helps you show up better in work and life
17:35 - Regina's call to action: lift your chin, look around, and refill your own cup
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
CONNECT WITH ABBIE O'BRIEN
Website: thebrandingden.com/about
LinkedIn: https://www.linkedin.com/in/abbie11/
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.
Market volatility can feel uncomfortable, especially when your statement looks different than it did last quarter. But market ups and downs are a normal part of investing, and having the right perspective can make those swings easier to navigate.
This week, Regina breaks down 10 things to know about stock market volatility, including why big point drops are often a matter of perspective, how the VIX measures investor fear, and why patience matters when you're investing for the long term.
She also talks about how to think through your comfort level, why automatic retirement contributions can help during down markets, and what conversations to have with your advisor before volatility catches you off guard
Episode Highlights:
0:00 - Introduction
0:46 - Understanding market volatility
2:06 - What can drive market reactions
3:16 - Building a strategy for volatility
4:37 - 10 things to know about volatility
4:43 - Putting market drops in perspective
5:20 - The VIX fear index 6:32 - Extreme fear is the exception
7:20 - Volatility in 2025
8:03 - Why patience matters
8:27 - Returns are rarely smooth
9:18 - Adjusting your portfolio
9:45 - Finding opportunity in volatility
12:05 - The market's historical perspective
13:15 - Planning before volatility hits
13:56 - Episode wrap-up
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@forgewealth
Email: reginahess@forgewealth.com
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.
This material was prepared by Hartford funds.
For a list of states in which I am registered to do business, please visit www.forgewealth.com. Hartford Funds is not affiliated with, nor endorsed by LPL Financial, Private Advisor Group, or Forge Wealth Management
Blended families can bring a lot of love, but they can also bring confusion, tension, and emotional complexity, especially when children are navigating divorce, new caregivers, and loyalty conflicts.
This week, Regina sits down with Maria Natapov, a co-parenting and step-parenting coach, to talk about what it really takes to create a healthier foundation for families after separation or divorce.
Maria shares why communication, structure, emotional awareness, and clear roles are so important for both adults and children, and how step-parents can show up with care without overstepping. They also discuss rapid resolution therapy, how past experiences can shape present-day reactions, and why Maria sees her work as helping families build safer, more supportive systems for the next chapter.
Episode Highlights:
0:31 - Episode open
0:57 - Meet Maria Natapov
1:16 - Creating workable family systems
2:55 - Navigating the role of a step-parent
4:17 - Advocating without adding conflict
5:53 - Learning parenting without a playbook
7:18 - Understanding emotions as information
9:20 - The reality of overstepping
10:06 - What children carry after divorce
12:09 - Rapid resolution therapy
14:19 - Helping the body recognize safety
17:37 - Where to find Maria
18:05 - Learning to stop playing small
18:44 - Maria's vision for retirement
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@forgewealth
Email: reginahess@forgewealth.com
CONNECT WITH MARIA NATAPOV
Website: https://synergisticstepparenting.com/
LinkedIn: linkedin.com/in/marianatapov
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.
Most adults were never really taught how money works. They had to figure it out on their own, often through trial and error.
In this episode, Regina McCann Hess joins CBS News Philadelphia consumer reporter Josh Sidorowicz on the In Your Corner podcast to talk about why financial literacy matters and how parents can start teaching kids about money in everyday life.
From grocery store lessons and jars for saving, spending, and giving, to chores, goal setting, investing, and even the iPhone debate, this conversation breaks down practical ways to help children build healthy money habits early. Regina also shares how family dynamics, money mindset, and real-life examples shape the way kids understand earning, saving, and spending.
Whether you're raising young children, guiding teens, or helping young adults take their first financial steps, this episode offers simple ideas to start the conversation.
Episode Highlights: 00:00 — Why financial literacy matters
01:15 — When should kids start learning about money?
02:05 — Grocery store lessons: teaching budgeting in real life
03:45 — Why money feels abstract in a cashless world
05:00 — The emotional tone of money at home
07:20 — Using cash, jars, and visualization to teach saving
09:10 — Needs vs. wants, and the iPhone story
11:45 — Should kids get paid for chores?
14:20 — Credit cards, college, and building credit
17:00 — Family budgeting, vacations, and tradeoffs
20:15 — Cost vs. value: spending smarter
21:20 — Introducing kids to investing early
26:00 — Schools don't teach this
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 MCCANN HESS
Website: https://www.forgewealth.com LinkedIn: https://www.linkedin.com/in/reginamccannhess/ Facebook: https://www.facebook.com/ForgeWealth Instagram: https://www.instagram.com/forgewealthmanagement/ YouTube: https://www.youtube.com/@ForgeWealth Email: reginahess@forgewealth.com
CONNECT WITH JOSH SIDOROWICZ
Episode on YouTube: https://www.youtube.com/watch?v=H5k9c6LffhA
Instagram: https://www.instagram.com/joshsid/
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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The photos we almost skip often become the ones we wish we had most.
In this episode of Women and Wealth, Regina sits down with family photographer and entrepreneur Jessica Hinds to talk about preserving the moments that matter, even in the middle of chaos, motherhood, and busy careers. Jessica shares how she built her photography business, why she always encourages moms to get in the frame, and how family photos become part of the legacy we leave behind.
They also talk about the challenges of balancing business ownership with family life, the pressure professional women put on themselves, and why health is one of the most important investments we can make if we want to enjoy the wealth we're building.
Episode Highlights:
0:00 - Intro
0:35 - Episode open, meet Jessica Hinds
3:57 - A glimpse into what it's like to be a professional photographer
11:05 - Why Jessica became an entrepreneur
14:07 - Where you can go to learn more about Jessica and her photography
14:41 - Challenges Jessica has faced as a professional woman
19:40 - Jessica's vision for retirement
21:38 - 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: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
CONNECT WITH JESSICA HINDS
Website: https://www.jessicahindsphotography.com/
Instagram: https://www.instagram.com/jessicahindsphotography/
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.
A lot of women have no idea they may still be entitled to Social Security benefits tied to an ex-spouse.
In this week's episode, Regina unpacks what divorced spouses, widows, and widowers need to know, including the rules that apply, how much may be available, and why filing too early can cost you far more than you realize.
She also walks through real examples that show how a smart claiming strategy can make a meaningful difference in your long-term retirement income.
Episode Highlights:
0:00 - Intro
0:52 - Rules first!
5:24 - 2 factors to consider for the spousal benefit
7:12 - The survivor benefit
10:04 - Calculating and using or 'turning on' the benefits
14:01 - Circling back to the survivor benefit
15:17 - The drawback of taking it earlier
20:48 - Call to action
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News.
She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth Email: reginahess@forgewealth.com
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.
So many women are taught to downplay their accomplishments, even when they've done something extraordinary.
In this episode of Women and Wealth, Nicole Stephenson joins Regina McCann Hess for a conversation about confidence, community, and what it means for women to show up unapologetically in their careers.
A lecturer at the University of Pennsylvania's Wharton School and the founder of Narrativa Consulting, Nicole has spent years helping professional women recognize their value, own their stories, and move forward with greater confidence.
In this conversation, she shares how more than a decade of leading women's professional development programs shaped her perspective on mentorship, self-worth, and the power of women championing one another. She also talks about the inspiration behind her new book, the challenges women face in owning their accomplishments, and why community can be the catalyst for meaningful change.
Episode Highlights:
0:00 - Intro
0:41 - Meet Nicole Stephenson
5:27 - "How to get your kudos", defining accomplishments
14:59 - Where to find more about Nicole and her book
18:20 - Some of the challenges Nicole has faced as a professional woman
22:41 - Nicole's vision of retirement
27:57 - Action item and episode wrap-up
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
CONNECT WITH NICOLE STEPHENSON
Website: https://narrativaconsulting.com/
LinkedIn: https://www.linkedin.com/in/nicole-stephenson/
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.
Regina breaks down one of the biggest retirement decisions people make too quickly: when to claim Social Security.
In this episode, she walks through how benefits are calculated, why filing early can permanently reduce your income, and how waiting can add meaningful dollars to your retirement plan.
It's a practical, no-nonsense episode for anyone who wants to make a smarter Social Security decision instead of just grabbing benefits at 62.
Episode Highlights:
0:00 - Intro
0:32 - Why Social Security timing matters more than people think
2:07 - How Social Security benefits are calculated
3:34 - Cost-of-living adjustments and inflation
4:39 - The age you can claim vs. the age you should claim
6:07 - What claiming at 62 really costs you
7:20 - Real dollar examples: 62 vs. 67
10:15 - Why waiting until 70 can increase your benefit
11:28 - Smart claiming strategies for spouses
13:16 - How survivor benefits work
14:41 - 2026 Social Security numbers and max benefits
18:04 - Working while collecting Social Security
20:23 - Regina's takeaway: build a strategy, don't guess
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
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.
This material was prepared by MFS Fund Distributors, Inc.
For a list of states in which I am registered to do business, please visit www.forgewealth.com. MFS Fund Distributors, Inc. is not affiliated with, nor endorsed by LPL Financial, Private Advisor Group, or Forge Wealth Management
Divorce does not have to mean a drawn-out court battle.
In this episode, Regina is joined by attorney and divorce mediator Sandra Zell for a candid conversation about how mediation can help families save time, money, and unnecessary heartache. They unpack the difference between mediation and litigation, why more control often leads to better outcomes, and what women should know before paying a legal retainer.
Episode Highlights:
0:00 - Intro
0:53 - Meet Sandra Zell
2:17 - The difference between mediating and going to court
6:32 - The timeframe for mediation, the level of control you have
14:23 - "What if my spouse is controlling?"
17:51 - Where you can learn more about Sandra
20:35 - A challenge Sandra has faced as a professional woman
21:53 - Sandra's vision for retirement
23:36 - Call to action, episode wrap-up
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
CONNECT WITH SANDRA ZELL
Website: https://www.zdsmediation.com/
LinkedIn: https://www.linkedin.com/in/sandra-l-zell-esq-752a022/
Instagram: https://www.instagram.com/zelldivorcesolutions/
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.Forge Wealth Management
Taxes are complicated, the rules keep changing, and missing one detail could cost you.
This week, Regina joins CBS News consumer reporter Josh Sidorowicz on the "In Your Corner" podcast to bring clarity and calm to this hectic and oftentimes, stressful event.
Regina breaks down the deductions, credits, and filing strategies that could make a real difference this year. From staying organized to avoiding common mistakes and protecting your refund, this conversation helps make tax season feel a whole lot more manageable.
Episode Highlights:
00:00 — What's new this tax season?
01:30 — Your must-have tax checklist
03:20 — Missing forms, delays & brokerage statements
04:40 — Major life changes that impact your taxes
05:58 — Big new deductions & credits you should know
10:00 — State & local tax cap boost + child tax credit changes
12:41 — Standard deduction vs. itemizing: Which wins now?
20:02 — Lightning round: Fastest refunds & protecting your identity
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
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.Forge Wealth Management
Clutter doesn't just steal space, it steals time, energy, and peace of mind.
In this episode, Regina sits down with Janet Bernstein of The Organizing Professionals to talk about what it really looks like to get help getting your home under control. They dig into how professional organizers can support everything from closet systems and everyday decluttering to major life transitions like downsizing, estate cleanouts, and moving. Janet shares how her team helps clients decide what stays, what goes, and even whether your favorite furniture will actually fit in the new place before the movers show up.
They also get into one of the most emotional projects families avoid for years, organizing old photos, digitizing what matters, and making sure those memories don't end up dumped in a box someday. It's a practical conversation with a bigger point behind it: don't wait for retirement to start building a life that feels lighter, more intentional, and easier to live in.
Episode Highlights:
0:00 - Intro
0:43 - Meet Janet Bernstein!
2:51 - Moving is a 'top-3' stressful event
6:18 - Helping people determine what will "fit" in the new home
11:31 - Pictures
17:02 - Where you can go to learn more about Janet
17:50 - Some challenges Janet has faced as a professional woman
19:50 - Janet's vision for retirement
23:05 - Wrap-up and action item
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
CONNECT WITH JANET BERNSTEIN
Website: https://theorganizingprofessionals.com/
LinkedIn: https://www.linkedin.com/in/janet-bernstein-cpo%C2%AE-5269a518/
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.Forge Wealth Management
A 529 can be a game-changer for paying for education, but only if you use it the right way.
In this episode, Regina breaks down 10 expenses that typically qualify for tax-free 529 withdrawals, so you can avoid surprise taxes and penalties when the college bills start hitting. She covers the obvious stuff like tuition, but also the categories that trip people up most, like room and board for off-campus living, groceries, academic fees, and technology. Regina also gets into newer, often-missed uses for 529 funds, including trade programs, K–12 tuition, student loan repayment, and the rules around rolling leftover 529 money into a Roth IRA.
If you've ever wondered what a 529 really covers, this is your clean, practical guide to spending it confidently.
Episode Highlights:
0:00 - Intro
0:35 - Episode open, 529 overview
2:32 - Tuition
3:27 - College alternatives
4:30 - Living on/off campus
7:11 - Groceries
8:40 - Academic fees
9:35 - Computers, software and internet access
10:15 - Books and supplies
10:31 - Tuition for K-12
12:00 - Student loan repayment
12:52 - Roth IRA conversion
15:34 - Wrap-up and action item
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
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.
This material was prepared by Hartford funds.
For a list of states in which I am registered to do business, please visit www.forgewealth.com. Hartford Funds is not affiliated with, nor endorsed by LPL Financial, Private Advisor Group, or Forge Wealth Management
When you have checked every box, career, family, community, and still feel that quiet question of "what about me?", this episode is for you.
On this episode of Women and Wealth, Regina sits down with Michele Garrett, a women's life and transition coach who helps successful women 45+ get clear on what they want next and how to move forward without blowing up their whole life to do it.
Together, they talk about what retirement and "the next chapter" can really look like today, how to reconnect with your values when life finally slows down, and why small, consistent mindset shifts can change your direction more than any big, overwhelming plan. Michele also shares a peek at her four-pillar approach for helping women rebuild clarity, confidence, and purpose in a season of change.
Episode Highlights:
0:00 - Intro
0:41 - Meet Michele Garret
2:51 - Michele's "4 Pillar Program"
6:14 - Michele's impact as a coach
7:57 - the '1% change'
9:12 - Where you can go to learn more about Michele
11:01 - Some challenges Michele has faced as a professional woman
14:06 - Michele's vision for retirement
16:19 - Action item
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
CONNECT WITH MICHELE GARRETT
Website: https://www.mgarrettcoaching.com/
LinkedIn: https://www.linkedin.com/in/mtregogarrett/
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.
It's tax paperwork season, and capital gains can sneak up on you if you're not paying attention.
In this episode of Women and Wealth, Regina breaks down 10 key things to know about capital gains and capital gain distributions, including why you might get a distribution even if you didn't sell anything (or even if a fund is down).
She also covers the difference between short-term vs. long-term gains, what changes in taxable accounts vs. retirement accounts, which 1099 forms to look for, and how fund turnover can impact what shows up on your statements.
Episode Highlights:
0:00 - Intro
0:34 - Episode beginning
1:05 - Tip #1
4:22 - Tip #2
5:06 - Tip #3
6:37 - Tip #4
7:56 - Tip #5
9:14 - Tip #6
10:08 - Tip #7
12:01 - Tip #8
13:13 - Tip #9
14:54 - Tip #10
16:04 - Long-term capital gains tax rates
19:23 - Call to action
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
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.
This material was prepared by Hartford funds.
For a list of states in which I am registered to do business, please visit www.forgewealth.com. Hartford Funds is not affiliated with, nor endorsed by LPL Financial, Private Advisor Group, or Forge Wealth Management
You've probably heard about real estate before as a great way to grow or invest your money for the long-term.
But that doesn't mean that you can just start with no strategy, or plan, however.
In this episode of Women and Wealth, Regina talks with Lindsay Davis, CEO and co-founder of Spartan Invest, about building passive income through single-family real estate.
Lindsay explains what "turnkey" investing looks like, why the Southeast has been a strong target for investors, how she evaluates neighborhoods, and the real risks to understand before buying. They also get into retirement planning and why diversifying your income streams early matters, so you can work because you want to, not because you have to.
Episode Highlights:
0:00 - Episode open and intro to Lindsay
3:27 - Landlord/tenant laws, residential properties
6:38 - How Lindsay targets areas
10:42 - Explaining risk to newcomers
18:12 - Where you can learn more
19:35 - Challenges Lindsay has faced as a professional woman
22:45 - Lindsay's plans for retirement
25:03 - Action item
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
CONNECT WITH LINDSAY DAVIS
Website: https://spartaninvest.comLinkedIn: https://www.linkedin.com/in/spartanlindsaydavis/
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.
Paperwork. Nobody wants to deal with it. But cleaning up your 'financial clutter' doesn't need to be a task we dread. In this week's episode, Regina is becoming your cleaning buddy and guide for your personal paperwork clean-up. She'll take you through what to keep vs. what to toss as well as some tips and tools to stay more organized in the future. Episode Highlights: 0:00 - Intro
0:33 - Episode open, 'financial clutter'
1:21 - What's worth keeping vs tossing
3:33 - Easy stuff to throw away
4:38 - Cleaning safely (shred it)
5:06 - Medical bills
6:14 - Utility bills and the 'big docs'
8:04 - Taxes and home improvement receipts
13:00 - Buy a shredder
21:00 - Action item and final thoughts
ABOUT REGINA MCCANN HESS Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money. Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse. As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals. CONNECT WITH REGINA Website: https://www.forgewealth.com LinkedIn: https://www.linkedin.com/in/reginamccannhess/ Facebook: https://www.facebook.com/ForgeWealth Instagram: https://www.instagram.com/forgewealthmanagement/ YouTube: https://www.youtube.com/@ForgeWealth Email: reginahess@forgewealth.com 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 Hartford Funds. Hartford Funds is not affiliated with, nor endorsed by LPL Financial, Private Advisor Group, or Forge Wealth Management.
Lori Woolridge and Lauren Weinberg are the co-founders of Freedom to Flourish, where they help women rebuild from the inside out through self-love, mindset, and soul-aligned growth. Lori is a love & relationship coach focused on self-love and healthy relationships, and Lauren is a "Becoming Coach", a former psychologist and family therapist turned wellbeing and empowerment coach.
Together they join Regina and discuss why "January is divorce month," and how to approach divorce with support instead of going it alone.
They examine how divorce is "85% emotional / 15% legal" and why emotional regulation can save time, money, and pain – and they even dive into their signature program "Your F.A.B. Divorce" and how that can help you, should you ever need it.
Episode Highlights:
0:00 - Intro
0:33 - Episode open
0:51 - Meet Lori and Lauren
3:44 - More about Lori and Lauren's program
8:22 - Dealing with fear and uncertainty
10:08 - More details about the program
18:26 - Shifting your mindset, where you can learn more
23:18 - 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: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
CONNECT WITH LORI WOOLRIDGE AND LAUREN WEINBERG
Website: https://www.freedom-toflourish.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.
Sheila Brennan is a seasoned divorce coach with nearly 15 years of experience, known for helping clients navigate divorce with a clear, practical plan, as well as coordinating the legal, financial, emotional, and parenting pieces so they can move forward feeling empowered and in control.
She joins Regina McCann Hess to discuss why divorce is best handled like a business transition, how a divorce coach helps you, why "fair" is the wrong target and how to aim for reasonable outcomes that keep your spouse at the table and out of court.
Episode Highlights:
0:00 - Intro
0:36 - Episode open
1:02 - Meet Sheila Brennan
3:06 - "These are business decisions"
4:53 - The impact that Sheila makes
9:20 - Timeline and know-how
17:19 - Nothing is 'fair' about divorce
20:13 - The rules are different everywhere
22:44 - Where to find more about Sheila and her services
24:20 - Action item
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
CONNECT WITH Sheila Brennan
LinkedIn: https://www.linkedin.com/in/sheilabrennandivorcecoach/
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.
A divorce can have a ripple effect that can be felt by others, close family members especially. When you add in the challenges and complexity of raising a special needs child, that's when you need to get in touch with Dr. Juliet Marciano. Juliet is a mindset coach, retired pediatrician, PCI Certified Parent Coach®, and mother of four young adults. Her job? To bring joy back to parents (and really, families) when they face difficult life events. Juliet joins Regina in "divorce month" to discuss the unique challenges families face during this stressful process, and what other factors can impact how parents and individuals navigate this situation.
Episode Highlights:
0:00 - Intro
0:31 - Episode open
1:08 - Meet Juliet
5:45 - Lack of resources, getting help
10:15 - Telling a special-needs child about divorce
16:01 - How often should you talk to your children about divorce?
19:02 - Talking to adult children
23:23 - Where you can find more about Juliet
26:18 - 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: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
CONNECT WITH DR. JULIET MARCIANO
Website: https://www.julietmarciano.com/
LinkedIn: https://www.linkedin.com/in/juliet-marciano-md-4814249/
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.
Divorce drains wallets and energy faster than almost any other life event.
This month, Regina is exploring the topic of divorce with expert guests to help connect you with resources, information and insights into what you should (and shouldn't do), what options are available and how to navigate this process.
This episode features Kristen Shearin, an attorney, Certified Family Financial Mediator, and a Certified Divorce Financial Analyst. She has 15 years of family law litigation experience, has mediated over 150 cases, and has testified as a financial expert witness.
She joins Regina to unpack why January sees a spike in filings, when mediation beats court, and when court is necessary for safety. They dig into the financial side of divorce, why a CDFA can protect your net worth the documents to organize before you make any moves and much more!
Episode Highlights:
0:00 - Intro
0:35 - Episode beginning 3:01 - January is "divorce month"
6:36 - The IDFA and what Kristen does for it
11:15 - Financial statements, utilizing professionals
16:39 - How you can find more info (and a CDFA)
19:12 - What's upcoming for the IDFA
21:02 - Mediation
23:54 - Where you can learn more about the IDFA
24:43 - Challenges Kristen has faced as a professional woman
28:34 - Kristen's vision of retirement
30:01 - Episode wrap-up
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
CONNECT WITH KRISTEN
Website: https://www.shearinlegal.com/
LinkedIn: https://www.linkedin.com/in/kristen-shearin-b1581562/
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.
On this episode of Women & Wealth, Regina welcomes Lauren Reed Williams, founder of Reed Public Relations and co-founder of Wealth of a Woman. Lauren shares why she stepped down as CEO after 14 years, how she's building safe spaces for women to talk about money, and what sparked her mission. They also dig into money mindsets, confidence with advisors, aligning finances with core values, and why "peace and freedom" now define Lauren's vision of wealth.
Episode Highlights:
0:00 - Intro
0:31 - Episode beginning
4:22 - The Equal Credit Opportunity
8:14 - Women and financial advising
11:23 - What's next and where to learn more
14:50 - Some challenges Lauren has faced (as a professional woman)
18:23 - Lauren's plan for retirement
22:34 - 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: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
CONNECT WITH LAUREN
Website: https://www.reedpublicrelations.com/team/lauren-reed/
LinkedIn: https://www.linkedin.com/in/lauren-reed-9151183/
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.
As we near the end of the year, an important, yet often forgotten task awaits your attention.. The year-end checklist Most people think, "cue the scary music", but in reality – it hurts less than you think, and the benefits could be.. Significant. This week, Regina walks through a simple year-end checklist. From rebalancing after a strong market, smart tax moves (loss harvesting, QCDs, Roth moves), retirement to-dos (catch-ups, RMDs) to family gifting/beneficiary clean-ups – you'll be heading into 2026 confident and on track. The only question is, which action are you going to take first?
Episode Highlights:
0:00 - Intro
0:31 - Episode beginning
1:06 - Keeping investments on track
2:26 - Identifying opportunities to save on taxes
6:30 - Focusing on retirement planning
13:32 - Understanding options for gifting to charity
16:16 - Creating a legacy
21:43 - One last thing
23:07 - Action item
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
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 Franklin Templeton. Franklin Templeton is not affiliated with, nor endorsed by, LPL Financial, Private Advisor Group or Forge Wealth Management.
Marketing has always been a handful, but with the rise of digital marketing – it's become harder than ever to manage. Enter Lorrie Thomas, CEO of Web Marketing Therapy and a self-described 'Marketing Therapist'. Lorrie's team has helped "intentional leaders" simplify marketing, build systems that last, and grow on their terms. She joins Regina this week and shares why the healthiest marketing starts with relationships, not shiny tools, and how clear values, service, and boundaries lead to happier clients and better results.
They also discuss how Lorrie started the business, her retirement plans, biggest challenges she's faced and more!
Episode Highlights:
0:00 - Episode beginning
0:31 - Meet Lorrie
2:17 - What Lorrie helps people with
5:31 - What makes people say "I need help with this"?
9:01 - Consultant, or therapist?
12:44 - Where you can connect with Lorrie
13:26 - Biggest challenges and growing w/ the business
20:57 - Lorrie's vision of retirement
22:27 - Episode wrap-up
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
CONNECT WITH LORRIE THOMAS
Website: https://www.webmarketingtherapy.com/
LinkedIn: https://www.linkedin.com/in/lorriethomasross/
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.
'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 debt
4:35 - Try 'white elephant' or a gift exchange
6:54 - D.I.Y. gifts
8:09 - Secret santa
9:04 - Finding discount deals
12:11 - Using reward points
15:12 - Start saving early 17:11 - Action item
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
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.
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 - Intro & guest
0:44 - What Kim does + who she helps
3:57 - 9 Vision-first franchising: match the life, then the business
5:40 - The process (free), how she's paid, and wide industry options
7:21 - Kim's path into franchising
9:05 - Franchising vs. entrepreneurship; cash flow + semi-active ownership
11:46 - Costs, FTC guardrails, and mindset (Z Suite)
17:31 - Challenges, legacy, and "never retire" philosophy
23:24 - Action item + outro & disclosures
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
CONNECT WITH KIM DALY
Website: https://thedalycoach.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.
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 - Episode beginning 0:38 - Today's topic: caring for women caregivers 2:24 - The "sandwich generation" reality 3:07 - Burnout, time strain, mental health 4:52 - How it hits women; key stats & income impact 8:19 - What LTC means; ADLs & cognitive impairment 11:34 - Care options: adult day, home care, assisted living, hospice, nursing home 15:11 - What it costs (2023 figures) 20:18 - Paying for care: self-funding & Medicare limits 21:27 - Insurance types: traditional vs. hybrid (premiums, increases) 25:47 - Reimbursement vs. cash-indemnity—how payouts work 29:11 - When to buy, budgeting, choosing a carrier & action steps 33:32 - Outro & where to find Regina
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
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 Brighthouse Financial. Brighthouse Financial is not affiliated with, nor endorsed by, LPL Financial, Private Advisor Group or Forge Wealth Management.
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 retirement
15:56 - Action item
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
CONNECT WITH KELLY GATES
LinkedIn: https://www.linkedin.com/in/kelly-gates-4b63709/
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.
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 later.
Episode Highlights:
0:00 - Introduction
1:26 - #1 Find a trusted partner
12:54 - #2 Have a valid will and trust
19:37 -
21:07 - #4 Medical directives
23:42 - #5 Life insurance
25:56 - #6 Gifting plan
27:30 - #7 Communicate the plan
31:40 - Action plan
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
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 John Hancock Investment Management. John Hancock Investment Management is not affiliated with Forge Wealth Management, Private Advisor Group, or LPL Financial.
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 - How Tina got started
17:40 - Where can people find you
18:17 - Some of the challenges Tina faced as a professional woman
22:19 - Retirement vision
25:04 - Episode wrap-up
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
CONNECT WITH TINA HAMILTON
Website: https://myhrpartnerinc.com/blog/author/tina-hamilton
LinkedIn: https://www.linkedin.com/in/tinahamiltonmyhr
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.
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 D
9:13 - What is not covered?
10:05 - When can I enroll?
11:55 - What if I delay my enrollment?
12:59 - How does a Medical Supplement Insurance Plan fit?
15:46 - Call to action
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women’s financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
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 Hartford Funds.
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
22:08 - Action item
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women’s financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
CONNECT WITH MIHIKA PATEL
Website: https://www.1mightymama.com/
LinkedIn: https://www.linkedin.com/in/mihika-patel/
Instagram: https://www.instagram.com/momentswithmihika/?hl=en
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.
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 - Introduction
1:29 - You have to put it into perspective
2:33 - The “fear index”
3:16 - The only thing to fear is..
3:44 - Don’t let bad days blind you
4:49 - Volatility is lower than it has been historically
5:33 - Patience is a virtue(?)
6:30 - “No one said it would be easy”
7:10 - You can work to minimize volatility (if it bothers you)
7:54 - Embrace volatility
8:56 - The glass is more than half-filled
11:07 - Action item
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women’s financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
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 Hartford Funds. Hartford Funds is not affiliated with nor endorsed by LPL Financial, Private Advisor Group or
Forge Wealth Management.
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 peek into her book and what motivated her to put pen to paper. As always, they also dive into the career challenges women face as well as Shika’s plans for retirement!
Episode Highlights:
0:00 - Introduction
0:42 - Introduction to Shikha
2:14 - The process of writing the book
4:53 - Gender equity vs. equality
11:32 - Where you can learn more about Shikha
15:30 - “What is your vision for retirement?”
17:30 - Action item and episode wrap-up
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women’s financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
CONNECT WITH SHIKHA BAJAJ
Website: https://ownyourcolor.com/
LinkedIn: https://www.linkedin.com/in/shikha-bajaj1/
Book: https://www.amazon.com/Own-Your-Color-Limitless-Potential/dp/B0CT5K4G6S
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.
Welcome back to another edition of Women and Wealth! Regina returns back to social security yet again! Because it’s fun? No! Because it’s exciting? No! It’s because it’s important! And as you’ve learned from previous social security episodes – and will learn from this episode as well – it can be complicated and there are many scenarios that can positively (or negatively) impact what you receive in your retirement years. This week, Regina focuses on social security for widows and widowers in particular. From specific questions like “Will I automatically receive the survivor benefit?” or “What if I remarry?” to broader approaches to managing your social security and retirement planning alike – this episode is the perfect crash course for the different situations that you, or a friend or family member, may find yourself in after losing a loved one.
Episode Highlights:
0:00 - Introduction
0:45 - Social Security Death Benefits For Widows and Widowers
2:23 - Some benefits that could be available to you 3:04 - What are the amounts based on? 4:34 - What percentage of the deceased benefit can I receive?
8:04 - Can I receive the maximum survivor benefit even if I receive a reduced spousal or retirement bonus?
9:20 - “Will I automatically receive the survivor benefit?”
11:11 - “My spouse claimed social security before they passed away, how is their survivor benefit calculated?”
12:45 - If they claim AFTER retirement age.. 14:54 - “What if my spouse died and never claimed SS?”
16:11 - “Can I receive both my retirement benefit and my survivor benefit?”
16:25 - “What if I remarry?”
17:08 - Can I start my retirement benefit and then switch to the survivor benefit? (And vice versa)
19:59 - “What if I worked in a government position that did not pay into social security?”
21:32 - 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: 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.
Welcome back to another edition of Women and Wealth! Regina is joined by Jessica Lipson, President of JBL Consulting and HR extraordinaire! Jessica is a fractional HR executive with over 2 decades of experience working in industries new, old, big and small – and now she’s taking her philosophy and expertise to other companies looking to maximize their ROI on talent, while building a rich, people-first culture that doesn’t skimp on employee experience. Additionally, Regina and Jessica dive deeper into how she helps the companies she works with and how she ended up working for herself. Additionally, they explore her professional experience before and after JBL, the challenges she’s faced because of her gender, her plans for retirement, and more!
Episode Highlights:
0:00 - Introduction
0:38 - Getting to know guest Jessica Lipson
2:26 - More about Jessica’s niche
7:49 - “We all have undiagnosed ADD”
8:34 - What industries Jessica focuses on
11:09 - Where you can learn more about Jessica
12:15 - Some challenges Jessica has faced as a professional woman
19:33 - “What’s your vision for retirement?”
21:48 - This episode’s “action item”
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women’s financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
CONNECT WITH JESSICA LIPSON
Website: https://www.jblhrconsulting.com/
LinkedIn: https://www.linkedin.com/in/jessicalipson/
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.
Welcome back to another edition of Women and Wealth!
This week, Regina circles back to social security but with a twist: What do your benefits look like when you’re divorced? From qualifying for the benefits themselves, to the requirements and special circumstances you may find yourself in – Regina is breaking down all the ins and outs when it comes to your (ex) spouse – as well as some pointers on how you should be approaching social security, and on a larger scale, retirement.
Episode Highlights:
0:00 - Introduction
1:15 - Requirements to receive an (ex) spouse’s benefit
3:05 - Switching over to survivor benefits
4:10 - Divorced spouse benefit
6:10 - “Does my ex spouse need to apply for…”
6:40 - Do you need to tell your ex-spouse?
9:49 - Qualifying for spousal benefits, “full retirement age”
17:12 - Can you start one benefit and then switch to another?
18:28 - Survivor benefits (if my ex is deceased)
20:03 - Spousal vs. survivor benefits
22:21 - More specific questions
27:35 - Earnings limits (under full retirement age)
29:35 - Episode wrap-up
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women’s financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
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.
Welcome back to another edition of Women and Wealth!
This week’s episode brings guest Rebecca Roskey-Brunner and her unique career that brings an invaluable service to her clients: Help with healthcare. Rebecca is the president of Complete Care Strategies, which has been providing its unique blend of in-home care, geriatric care management, special needs care management, and patient advocacy to families. Rebecca discusses how she discovered this niche and her passion for it – as well as more about who she helps and what she actually does. Spoiler: It’s not what you think. Additionally, Rebecca discusses her vision for retirement and the challenges she’s faced as a professional woman – both as a nurse and now, as an executive.
Episode Highlights:
0:00 - Introduction
0:34 - Meeting Rebecca
2:58 - How Rebecca got into her career
5:25 - “Who usually reaches out?”
8:03 - Helping families with transition
11:20 - Where you can go to learn more about Complete Care Strategies
12:22 - Challenges Rebecca faced as a professional woman
13:42 - “What’s your retirement vision look like?”
20:14 - Today’s action item
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women’s financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
CONNECT WITH REBECCA Email: rbrunner@completecarestrategies.com
Second Email: rbrunner@4lifecareservices.com
Cell: (484)678-9941 Fax: 610-380-7272 Website: www.completecarestrategies.com Second Website: https://4lifecareservices.com
Facebook: https://www.facebook.com/completecarestrategies
Twitter: @CCScaremanager
Linkedin: www.linkedin.com/in/rebecca-roskey-brunner-7aa7a5143
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.
Welcome back to another edition of Women and Wealth! This week, Regina is coming at you with lots of tips for parents using the 529 plan to pay for college – as well as how you (actually) use the 529 to pay for college. Additionally, Regina shares her own experience using the 529, how she’s deployed it and what she’s learned along the way. With tuition bills just around the corner, this episode is a necessary refresher to make sure that your 529 (and your plan) is primed for success.
Episode Highlights:
0:00 - Introduction
0:32 - Episode beginning, 529 plans
2:25 - 529 plan earnings, how are they invested?
5:09 - How account owners have control
9:01 - 529 plans owned by grandparents
11:07 - Withdrawals are free from federal taxes IF..
13:05 - What is a non-qualified withdrawal?
14:40 - How do we pay using the 529?
19:32 - IRS Form 1099-Q 23:25 - Call to Action
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women’s financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Non-qualified withdrawals may result in federal income tax and a 10% federal tax penalty on earnings. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.
Welcome back to another edition of Women and Wealth – this week, Regina invites Erika Rasure on the show to explore the dreaded “d” word: Debt. It’s something nobody wants to be in – or have to deal with. Add on the shame and social stigma that can come with it, and you have a recipe for a seriously negative experience. Erika is the Chief Financial Wellness Advisor at Beyond Finance and her life’s work is helping people climb out of debt and build towards financial freedom. Her approach to the behavior and psychology behind money, debt and everything it encompasses – stands in stark contrast to many experts today. Together, Regina and Erika discuss her background, how she developed her skills in debt remediation, what exactly makes her different and why she does what she does. They also talk about her experiences as a professional woman as well as the struggles they both deal with in expanding financial literacy for everyday people.
Episode Highlights:
0:00 - Introduction
0:31 - Episode beginning, meeting Dr. Rasure
3:57 - Shame, lack of education and talking about it
7:30 - How Erika starts with her clients
11:31 - Getting help and the real costs of debt
13:55 - “Figuring out” money
17:09 - Where you can learn more about Erika
17:48 - Struggles Erika faced as a professional woman
21:00 - Erika’s vision of retirement
25:03 - Action item
26:35 - Episode wrap-up
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women’s financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
CONNECT WITH ERIKA RASURE
Website: https://www.beyondfinance.com/
LinkedIn: https://www.linkedin.com/in/erikarasure/
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.
This week on Women and Wealth, host Regina Hess returns to a vital topic: Social Security. But this time, she’s breaking it down into 10 essential facts everyone should know before claiming benefits.
Whether you’re approaching retirement or helping a loved one navigate the system, this episode will help you better understand how to make the most of what you’ve earned. It’s no secret that it can be complex from the outside looking in – with so many considerations surrounding the benefits themselves, from when you take them and how you execute that, to understanding what you may be entitled to as you approach retirement. This episode is designed to empower you with clarity and confidence as you plan your financial future so you can navigate this system with ease.
Episode Highlights:
0:00 - Introduction
0:31 - Episode beginning
1:05 - Things to keep in mind before claiming SS
1:38 - Changes to your status can have an impact on your benefit amount
2:02 - The year of your birth and.. 3:35 - Taking SS while working
6:15 - Benefits paid to you as a spouse
7:09 - Zooming in on your spousal benefit
8:58 - If something happens to you..
9:51 - Your benefits may be taxable
11:57 - Be aware of certain types of income
13:22 - Your SS statement is an estimate
15:16 - Action item
16:30 - Episode wrap-up
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women’s financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
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.
Welcome back to Women and Wealth – in this week’s episode, Regina is joined by Janine Mix, business consultant, author and CEO of The Complete Boutique. Janine self-describes as “the opposite of Dave Ramsey for women and money”. This is indicative in her approach to growing income rather than cutting back and going without – hence the name of her book “Buy The Damn Coffee”. Janine shares her mission to financially empower those around her, how she became so involved and passionate about it, as well as unpacking some of these age old tropes around money and the negative feelings it brings. Additionally, she talks about her experiences launching her own business and the challenges she’s faced as a professional woman, her book and more!
Episode Highlights:
0:00 - Introduction
0:31 - Episode beginning, intro to Janine
1:16 - Her book and some other work she’s doing
9:04 - The negative feelings around money
10:49 - Where can people go to learn more about you
14:28 - Some of the challenges Janine has faced as a professional woman
19:21 - Janine’s vision for retirement
24:21 - Action item
25:29 - Episode wrap-up
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women’s financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
CONNECT WITH JANINE MIX
Website: https://www.janinemix.com/
LinkedIn: https://www.linkedin.com/in/janinemix/
Book Link: https://www.janinemix.com/book
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.
Getting laid off is stressful, but having a clear financial game plan can make all the difference.
In this week’s episode of Women and Wealth, Regina breaks down exactly what to do when your paycheck stops.
From emergency funds to unemployment, budgeting to retirement accounts, Regina walks you through step-by-step how to steady your finances and prepare for what’s next.
If you or someone you know is facing a layoff, this episode is your financial survival guide.
Episode Highlights:
0:00 - Introduction
1:24 - Do I have enough emergency funds?
2:34 - File for unemployment
3:29 - Creating a budget
6:34 - Finding health insurance
8:06 - Contact your creditors
10:11 - Manage your retirement assets
12:54 - Prepare for the job hunt
15:14 - Some resources
15:54 - Today’s key points
17:51 - Action item
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women’s financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
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.
In this week’s episode of Women and Wealth, Regina is joined by a very special guest that has a business that we can all aspire to have one day..
Her very own chocolate shop. That’s right!
Estelle Tracy IS living the dream – as founder of 37 Chocolates and a chocolate sommelier herself, Estelle brings a unique (and tasty) view of business ownership that we haven’t seen on Women and Wealth before!
From her journey to founding 37 Chocolates and what pushed her to make the leap in the first place, to the personal challenges she faced, her delicious events and much more – Estelle shares what it’s like to achieve the perfect mixture of passion, purpose and your career!
Episode Highlights:
0:00 - Introduction
0:40 - Intro to Estelle Tracy
7:07 - More about Estelle’s events
11:03 - “How did you transition to the chocolate business?”
17:45 - Where you can learn more about Estelle
18:04 - Challenges Estelle has faced as a professional woman
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
CONNECT WITH ESTELLE TRACY
Website: https://37chocolates.com/
LinkedIn: https://www.linkedin.com/in/estelletracy/
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.
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: 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.
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: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
CONNECT WITH 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 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.
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: 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.
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: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
CONNECT WITH 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 www.forgewealth.com.
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: 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.
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: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
CONNECT WITH AMY HOLTZ
LinkedIn: https://www.linkedin.com/in/amykholtz/
Email: amy.holtz@eosworldwide.com
Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org
Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
For a list of states in which I am registered to do business, please visit www.forgewealth.com.
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: 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.
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: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
CONNECT WITH 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.
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: 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.
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: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
CONNECT WITH 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.
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: 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.
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: reginahess@forgewealth.com CONNECT WITH ALVINA LinkedIn: https://www.linkedin.com/in/alvinapeat/ Website: www.alvinapeat.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.
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: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
CONNECT WITH 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.
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: 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.
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: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
CONNECT WITH MAZIE
LinkedIn: linkedin.com/in/mazie-colen-6343944
Email: mazie@mmcexeccoach.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.
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: 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.
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: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
CONNECT WITH KATHLEEN ROBERTS
Website: https://switchrewardcard.com/meet-our-ceo-kathy-roberts/
LinkedIn: https://www.linkedin.com/in/kathyrobertsswitch/
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.
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: 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.
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: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
CONNECT WITH GUEST STACEY HANKE
Website: http://www.staceyhankeinc.com
LinkedIn: https://www.linkedin.com/in/staceyhanke
Facebook: https://www.facebook.com/StaceyHankeInc
Instagram: https://www.instagram.com/staceyhankeinc
YouTube: https://www.youtube.com/@staceyhanke
Email: stacey@staceyhankeinc.com
Phone: (720) 339-0049
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: https://www.forgewealth.com/
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: https://www.forgewealth.com/
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: https://www.forgewealth.com/
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: https://www.forgewealth.com/
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: https://www.forgewealth.com/
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: https://www.forgewealth.com/
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: https://www.forgewealth.com/
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: https://www.forgewealth.com/
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: https://www.forgewealth.com/
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: https://www.forgewealth.com/
Have you ever struggled to align your finances with your life goals? In this episode, I sit down with Lindsay Cook, a Certified Public Accountant, financial coach, and certified financial educator. Lindsay shares her unique approach to financial coaching, where she helps individuals and couples manage their day-to-day finances, overcome debt, and build strong financial habits. Listen in to discover practical steps to achieve financial clarity, manage debt, and establish a budget that works for you.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
There’s a lot to be said regarding caregiving and longevity when navigating income, savings, and retirement (for women specifically). Things have changed significantly over the years from single to dual income, earning balance between women and men, caregiving roles, and more. In this episode, I’ll dive into some of the complexities that come into play and the huge impact that affects women more than men.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Tanaha Hairston, the founder of the impact investing community Rise, joins the show today to talk about the importance of being equipped with the tools and knowledge to make a positive impact through investing. She explains her mission to invest with profit and purpose in mind, as well as how she has created an environment where women can collaborate and get connected to investment opportunities.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
The thought of financial planning often makes people tune out or makes their eyes glaze over, but having a financial plan is important for everyone! So today, I want to talk about the power of financial planning and the crucial role it plays in not only your finances, but also your life goals and dreams. Listen in to hear the basics of what financial planning can do for you and some simple ways to begin if you haven’t started planning yet.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Director of client value-add programs at FS Investments, Ginevra Czech, joins the show today to talk about her career journey, as well as how she helps clients be the best at whatever they do. Ginevra offers great insight into how to partner with people and support them in relevant ways that allow them to succeed, so don't miss this episode!
You can access the full show notes and more by visiting: https://www.forgewealth.com/
There are a lot of rules when it comes to 529 plans. In this episode, I’ll discuss the importance of being aware of how you should be using your 529 plans and outlining 10 qualified expenses. If you want to avoid paying unnecessary taxes and ensure you’re staying within the plan’s boundaries, this episode is for you!
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Laurice Duffy is a women’s empowerment coach and owner of the business A Mindful Journey. She joins the show today to share a bit about her journey, from dealing with great loss to picking up the pieces and growing and finding purpose. You will learn how to navigate the things that cause you to struggle, including hard moments and life-changing circumstances, as Laurice offers tools to help you come out of difficult times with purpose and power.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
How big of a role does someone else play in your finances? Do you ensure that you’re a part of the conversation? Today, I’m going to talk about taking back control of your finances and not letting someone else do it all for you. For those who are busy and often delegating, it can seem hard or overwhelming to get into the details of your finances, but I’ll share some tips that will help you navigate them with a bit more direction and authority.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Being a small business owner may seem glamorous from the outside but, in reality, it’s a lot more financially stressful than most people think. Owner of Sound View Financial Advisors, Misty Lynch, joins the show today to share wisdom and insight from her experience helping many small business owners to build up their finances and support system so they don’t always HAVE to work.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Have you ever wondered about the intricacies of social security benefits and how they impact women differently? In this episode, I’m shedding light on seven crucial aspects of social security that women need to know. From understanding the impact of career breaks on benefits to the significance of claiming strategies, I’ll provide a comprehensive guide to help women make informed decisions about their financial futures.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
You've probably heard that your childhood, habits, and values influence your current behavior, but have you ever thought about what that means when it comes to your finances? Stemming from last week's episode, today we’re going to talk about reprogramming patterns. I will guide you through the process of figuring out what financial patterns are keeping you in a rut and share insight on how to break free and create new, improved spending, saving, and investing patterns that better serve you and your goals.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Have you ever felt overwhelmed by the idea of networking or unsure about how to effectively build professional relationships? In this episode, I’m joined by Ashley Owens, a networking concierge and expert in tactical networking. Ashley shares her unique approach to networking, combining technology and strategy to help business professionals build meaningful connections.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Have you ever considered how your upbringing and past experiences shape your current financial habits and attitudes? In this episode, I’m diving deep into the concept of money mindset, sharing personal stories and practical advice on understanding and transforming your relationship with money. From reflecting on past influences to navigating financial fears, I’m emphasizing the importance of open and honest conversations on this important topic.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Have you ever wondered how to navigate the traditionally male-dominated fields of real estate and finance as a woman? In this episode, we’re joined by Brittney Fairweather and Brittany Starkey from TRX Capital. They share their journey through the world of residential real estate investment, their passion for educating new and young investors, and the importance of empowering women in finance.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
It’s that time of year when high school seniors are committing to their colleges for the fall, so it’s an exciting season—until we get those financial aid packages that can put a damper on the excitement. When families don’t get a lot of help in the financial aid department, it becomes a big conversation about how to pay for the expected family contribution. Today, I'm going to talk about 529 plans and how they can help you prepare for those big expenses.
You can access the full show notes and more by visiting: https://www.forgewealth.com
Ever wondered what it takes to start your first company at 14 and grow to sell businesses to giants like Goldman Sachs? Today we're joined by Trixy Castro, a serial entrepreneur who managed just that—and whose journey is a testament to passion, perseverance, and empowerment. Listen in to discover the incredible path Trixy has taken through the business world, her dedication to helping other entrepreneurs, and why empowering women in finance is not just necessary, but essential.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Student debt has swelled to $1.75 trillion. So what can you do to help make college dreams come true for your children without the nightmare of student debt? I'll shed light on that and more today.
You can access the full show notes and more by visiting: https://www.forgewealth.com
Today we are joined by Alexandra Watkins, founder of brand naming consultancy Eat My Words. She shares how she found her way into the marketing space, what she does every day, and what hurdles she’s had to jump to make it in her creative field. Listen in to hear about the fun tactics and ideas Alexandra uses to help her clients and stay ahead in a competitive space.
You can access the full show notes and more by visiting: https://www.forgewealth.com
Dealing with Required Minimum Distributions (RMDs) from your retirement savings can be tricky if you’re unsure of the rules. So today, we’re going to talk about RMDs and 10 specific things you should know about them in order to ensure you’re making the most of your retirement savings.
You can access the full show notes and more by visiting: https://www.forgewealth.com
Today we are joined by Megan McShane, co-owner of Your Best Life Now. Having been able to combine her love for personal development with marketing, business development, and making an impact on the world, Megan opens up about what her business means to her and others, as well as what she sees as crucial when it comes to long-term success and growth.
You can access the full show notes and more by visiting: https://www.forgewealth.com
Thinking about taking Social Security early? A surprising number of people do this—and run into some potentially unforeseen issues. In this episode, I’ll be talking about the downfalls of taking Social Security early and why you may want to think twice before taking that route.
You can access the full show notes and more by visiting: https://www.forgewealth.com
Colleen Rosenblum is the host of the Hot Flashes & Cool Topics podcast, where she talks about anything and everything to do with midlife. She joins me today to discuss the importance of midlife conversations and her passion for filling in where the media has failed women in this regard. Listen in to get insight on menopause, community-building, career choice, and more.
You can access the full show notes and more by visiting: https://www.forgewealth.com
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
CEO and founder of Maverick Mindshare, Casey Benedict, joins me on the show today to talk about networking, connecting, influencer marketing, and more. You will hear about her influencer marketing agency, which she started well before influencers were even called influencers, as well as her passion for helping her clients and the influencers they work with get the most out of their partnerships.
You can access the full show notes and more by visiting: https://www.forgewealth.com
Welcome to 2024! Many of you probably have some big goals for the year (and I hope you do), but if your goal is to become more financially healthy, this episode is for you! Today, I'm talking about the habits of financially successful people, so make sure to tune in. I go over the top 10 that, if put into practice, will have the most positive impact on your financial goals this year.
You can access the full show notes and more by visiting: https://www.forgewealth.com
Today we are joined by financial therapist Wendy Wright, who will be sharing insight into what it means to have a healthy mindset when it comes to money. She offers interesting points on how disordered management of money can lead to serious life disruption, as well as how to deal with financial shame and money anxiety.
You can access the full show notes and more by visiting: https://www.forgewealth.com
Debt is never a fun topic, especially for those who have a significant amount of it, but today we’re going to talk about some ways that you can realistically start reducing any debt you may have. If you’re not sure where to start in this area, don't miss this episode. I'll break down the steps to take in order to get started at chipping away at debt effectively.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Today we are joined by Miriah Rutledge, Owner of Choosing Change Counselling in Pennsylvania, to talk about the value and blessings of therapy. A licensed marriage and family therapist, Miriah specializes in communication, divorce, dating, domestic violence, infidelity, trust issues, and more. You will get to hear some of the most important things she helps people with and gain insight into how therapy can transform the lives of individuals and families.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
In the United States, charitable giving is at an all-time high and continues to be an important part of community engagement. While many individuals may be giving charitably, they may be doing it in a sub-optimal way. In this episode, I’ll be talking about ways you can be philanthropic and the best ways to approach it.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Mara Kimowitz, founder of StretchSource, joins the show today to share a bit of her passion for stretch therapy, contrast therapy, and Pilates. She sheds light on the key roles of these therapies and how they are transformative to personal health. You will also hear about who StretchSource serves and how they are able to provide services that can make clients happy without pain or limitation.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
It’s important to take time to feel and express gratitude, especially in the busiest seasons of life. So, today on the podcast, there’s no interview or educational conversation. Instead, we’ll be having a grateful conversation.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Student loan repayments have opened back up, and for many people, this remains a significant burden. So, in this episode, I’ll talk about the ways that you can get ahead of your student debt. Whether you took advantage of payments over the pause or not, you’ll want to listen in to hear these tips.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Founder of Operations House, Ashley Carroll, joins the show today to share her passion for having an impact on the success of small businesses and marginalized communities. Operations House is a business consultancy that focuses on operational excellence for small businesses so that everything can run smoothly without causing harm to anyone. You will hear more about what they do, how they do it, and a bit about Ashley's journey as a female entrepreneur.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
We are in the annual enrollment period for Medicare, so hundreds of thousands of people over 65 are looking at and re-evaluating their current plans. A lot of decisions will be made over the next couple of weeks and the complexity of Medicare can be really confusing, so in this episode, I’m going to unpack some of the most important aspects to keep in mind when it comes to Medicare enrollment and keeping healthcare costs manageable in retirement.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Kristin Aldridge is a new entrepreneur and owner of Haven Home Organizing, which was just launched in May of 2023. She joins me on the show today to talk about her passion for helping people organize and create beautiful spaces in their homes. You will hear about the importance of having a haven that provides peace and respite for you and your family in the midst of a crazy world.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Are you considering investing in equities across the pond? In this episode, I will be sharing 10 of the most important things you should know when it comes to international investing. You will learn about some of the basic benefits and risks, as well as key areas to understand so that you will be able to pick strong international investments.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Tracy Coenen, a forensic accountant and creator of the Divorce Money Guide, joins the show today to talk about tracing money, investigating fraud, and keeping better track of hard-earned cash. Specializing in fraud investigations and finding money that may be misused or stolen by executives, Tracy works in the divorce space and understands the common issues people run into when it comes to missing money during divorce.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
There’s more to generational wealth than just passing on money to your children. How you pass on your wealth can involve so much more and impact your children's success and well-being. In this episode, I will be addressing what you need to know about family wealth transitions and how to ensure wealth transfer success.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Martha Sharkey joins the show again today, and I’m so excited to have her back to share how she is tackling the difficult situation NICU families face—and what you can do to help! Martha is the founder and CEO of TODAY is a Good Day, a local foundation providing personal and financial support for families who experience the neonatal intensive care unit with their babies. Listen in to hear how her own personal experiences with the NICU inspired her to fill in the gap for much-needed care and support for families experiencing this traumatic time.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Today we’re going to continue the conversation about getting aging relatives the care they need. (If you missed the first part of this series, be sure to go back and check out part 1!) Knowing the services and tools available to help your loved ones navigate the aging process is key to a smooth and successful transition for them—and the whole family. From skilled nursing to speech therapists and social workers, there are a lot of different ways that you can bring the right kinds of assistance to your loved one’s home.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Sharon Willis is the Co-founder and Vice President of Sales and Customer Relations at Integral Molecular, a biotech company in Philadelphia. She joins the show today to share the many hats she wears in her role and why she sees herself as a problem-solver, as opposed to a salesperson. You will get insight into the world of biotech and why it’s so important to foster growth and success in students and at work.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
In today’s episode, I’m going to talk about how to help your aging relatives get the care they need at home. They could be your parents, aunts and uncles, family friends, or grandparents, but they are likely to need your help navigating that stage where they start requiring extra assistance. This can be a tremendous burden or stress on families, so I’m going to share some tips and insights that will help you begin to prepare and know what to do when the time comes.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Shelley Snapp is a licensed therapist in Pennsylvania who provides assistance for those struggling with anxiety, PTSD, burnout, work-life balance, perfectionism, and trauma. In today's episode, Shelley joins us to talk about how therapy can help people navigate these tough issues, as well as how to find the right therapist to do so.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Wherever there’s money, there are scams. In this episode, I’ll share some insight into the kinds of scams you may run into when dealing with financial aid, scholarships, and more. You will also hear about some simple ways that you can start preparing for college expenses early on and how to make sure you take full advantage of the financial aid opportunities out there.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Social Security turns 88 years old this year, so I plan to celebrate that with some fun facts about this important part of our society. A lot has happened over the past 88 years that has helped Social Security improve, grow, and level up. I will talk about some of the challenges and important changes that happened along the way.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Finding the right college and making sure you can afford it can be overwhelming and even seem impossible, but it’s not! If you know where to look, there are some great options available and tools you can use to make college less of a burden for you and your family. So today, I’m going to share some tips to make college a bit more affordable.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
What is a certified divorce financial analyst? Why are they important? What makes them different from other financial analysts? Having wished she had one, Pamela Elaine Nichols dives into the topic of money and divorce. And in this special episode, Regina swaps interviewer seats and answers questions posed by Pamela.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
There are many misconceptions and gaps of knowledge around Social Security benefits. So, in this episode, I’m going to help fill in those gaps by sharing the top 7 things that I think women really need to know about Social Security benefits. Tune in to learn more about how to avoid some common mistakes and ensure that you get the most out of your Social Security.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Leslie Slingsby is the CEO of Services and Operations at Mission Kids Child Advocacy Center, a non-profit that serves child abuse victims. She joins the show today to share a glimpse into the important work that she does and how passionate she is about providing transparency and solutions in such a painful area. Hear how her approach brings professionals together in a new way that allows for the process to be more productive and less painful for children going through abuse.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
What areas of your finances should be considered when dealing with divorce? In this episode, I’m going to unpack the most essential things you need to know, whether you are starting to consider a divorce or are in the midst of one. This is never an easy time to deal with finances, but today I'm covering the key things that can make a painful time a little less difficult for you and your family.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Real estate aficionado Alison Maguire joins the show today to share how she helps people navigate real estate, whether they are entering or exiting the market. She also opens up about her passion for building businesses, building investments, and telling others how to do the same.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
We are currently facing the worst inflation we’ve seen in decades. This episode is dedicated to discussing ways to lessen its impact on your wallet. If you have been feeling the squeeze lately or are worried about the coming months, this one is for you. Not only will I share the importance of budgeting, but I’ll also give you some simple ways to slow down your spending and create more room in your budget.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
CEO and executive producer of the This Is It Network, Cheldin Barlatt Rumer, joins the show today and I’m so excited to share her with you and discuss how she connects remarkable women to inspiring stories. You will hear about the growing community she has been working on and what membership is like in the Network.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
There are a lot of rules when it comes to 529s, so it’s extra important to make sure you’re using them correctly and staying within the boundaries of the benefits. Earnings on non-qualified withdrawals are taxed as ordinary income and may be subject to a 10% Federal Income Tax penalty, so it’s important to stick to this clear list of qualified expenses.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Activist and advocate Sarah Kirwan joins the show today to share a piece of her own story and passions with us. An advocate for disability inclusion and equity for people with disabilities, Sarah is the founder and CEO of Eye Level Communication, where they help businesses deal with disabilities with confidence. Listen in to learn why she is so passionate and driven to advocate for those with disabilities and get insight into what it’s like to have a non-apparent disability.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
What should you try to do within 5 years of deciding to retire? However you envision your retirement to be, it’s important to start seriously planning early on so that it goes as smoothly as possible. So, in this episode, I will be sharing 5 things you should think about doing in the 5 years before you retire.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Creating better culture, environment, and relationships is (or should be) one of the key goals for businesses, as it is the glue that ties everything and everyone together. President and Founder of Combined Resource Solutions and Creative Restaurant Solutions, Morreen Rukin, joins the show today to discuss just that. She shares how her firm provides HR consulting and solutions that present employee-facing surveys that help organizations hear what’s really on their minds and hearts.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Phone scammers are extremely crafty, and many of them go through rigorous training programs that enable them to be more successful. They know how to say just the right things to make their victims lower their guard and give up important information and money. So, in this episode, I’ll share some of the most common scams you may run into, as well as some key ways that you can protect yourself and others from being scammed.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Pamela Elaine Nichols is a business consultant and self-empowerment coach who supports women in their journey to be successful business owners. She also helps others to drop the baggage that holds them back from being what they are designed to be. She joins the podcast today to share her personal journey of self-empowerment and how it led to her starting a business that reflects her passions.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
What are bonds? Should you have them? Many people don’t understand bonds or how they can be used as an investment and financial planning tool. So, in this episode, I will be sharing the most important things you need to know about bonds.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
There’s a lot of talk of burnout these days, and for good reason. Here to shed light on this important subject is Kylie Ota, a burnout recovery coach for entrepreneurs. She helps women in business to heal burnout from the inside out and has been working in this niche for years. If you have ever battled overwhelm, distraction, and/or lack of productivity, this episode is for you!
You can access the full show notes and more by visiting: https://www.forgewealth.com/
After decades of hibernation, inflation is back. When I used to talk to clients about inflation, it was this mystical, magical thing that they didn’t see or believe happens. Now that it’s literally in our faces, let’s talk about this invisible thief. In this episode, you will hear 10 important things that are important to know about inflation and how it ultimately affects your finances and future.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Today, we are joined by attorney and family law mediator, Lenore Myers. Lenore has followed her passion for bringing about solutions and helping families, and in this episode, she sheds light on the issues that come with solving things in court, as well as why mediation should fit with your specific family needs.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
We haven’t really needed to worry about layoffs in a long time, but lately, there have been more and more, especially among the tech giants. Today, we’re going to talk about job layoffs and how you can best equip yourself to face them—and survive one—successfully. From navigating the mental side of things to knowing what steps to take (and when), I’ve put together a quick overview to help guide you through the process.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Social media, marketing, and targeting the right people for your business can be confusing and overwhelming. That's why we've brought Sarah LeBlanc on the show today to shed some light on the topic. Leading the marketing team at LPL Financial by working with the advisors to help them get out there and connect with their ideal clients, Sarah has plenty of expertise to share, as well as tips on how to stop overthinking and get started marketing on social media in an effective and sustainable way.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Building an investment strategy that reflects your goals, time horizon, and risk tolerance may seem daunting, but it’s completely doable. In this episode, I’ll be sharing 8 timeless principles that can be used to help put your hard-earned money to work and help you prepare for the future effectively. You will learn about the main places to focus, what to NOT worry about, how to cut through the clutter, and much more.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Companies don’t always have the bandwidth or resources to keep existing programs moving while also trying to staff, train, and set up a new system implementation. CEO and Founder of ACS Learning, Sharon Levitch, joins the show today to talk about how they create learning solutions for companies that are rolling out new systems and technology. You will also get a peek into her professional career and some key lessons she has learned along the way.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Women are doing incredible things in the world, the workplace, and everywhere in between. In honor of International Women’s Day, we’ll be having a little bit of fun and playing a quick round of jeopardy. Listen in to play along and learn some incredible things you may not know about the fabulous women in the world.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Today Laura Cox Kaplan joins the show to share insight into the power and importance of influence—and how to sustain it. Drawing from her work in politics and policy, as well as her experience moving into a new path in life that felt more meaningful to her, Laura breaks down key micro habits that help form and foster influence.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Retiring to another state, or partial retirement to one state during warm months and another state during cold months, is something I have frequently discussed. Moving always requires serious considerations, no matter what your stage of life is, but the decision to retire in a different state should be considered carefully. In this episode, I’ll share some tips on what to think about when looking into other states and weigh in on how to make the right decision for you.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Psychologist Dr. Maggie Baker joins us on the show to share her experience dealing with money and how it has led her to help others who want to better master money (and their minds). She has decades of expertise in the psychology field and truly has a unique way of relating how you handle money to your mindset and thoughts about money.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Today I’ll be talking about the distribution of employer stock from 401(k) plans. If you decide to retire or change jobs while participating in an employer-sponsored retirement plan, there are some important things to keep in mind. I will discuss the key decisions you will probably need to make and share crucial insight into Net Unrealized Appreciation (NUA) of employer stock.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Today we're joined by Jamie Milam, a Business Systems Coach/Strategist who helps entrepreneurs reverse-engineer their goals so they can create purposeful plans and strategic systems. In this episode, she shares how you can plan for more accurate goals that lead to more achievable success. If you’re battling overwhelm or distraction and have big goals you want to achieve, this episode is for you!
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Congress just passed the massive SECURE Act 2.0 in an effort to help Americans bolster their retirement savings and strengthen their long-term financial security. In this episode, I’ll discuss how it expands upon the original SECURE Act, the purpose of the legislation, and (most importantly) how it might affect you.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
The little things we do throughout life are often not so little as time goes on—they can actually become part of our legacy. In this episode, Patricia Smith Griffin joins the show to share her story and insight on multi-generational legacy, strong female influence, and the importance and influence of small actions over time. Patricia is the Founder of Charity’s Children Project, Inc., and a staunch advocate for women’s issues who gives us a glimpse into the integral role Black women played in establishing a city.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Research shows that, for many families, the wealth transition process tends to go awry and cause resentment, fighting, and family breakdown. Passing on wealth is not just about getting financial assets to future generations; it’s also about passing on what you think is important and avoiding damage to your children’s relationships with each other. In this episode, I will provide you with some key tips to assist you in successfully (and peacefully) transitioning wealth to the next generation.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Today we have Lindsay Hagerman, founder and co-owner of RainCaper, on the show to share the ins and outs of developing and growing a business with her mom. She also talks about the challenges they tackle, customer service, and what the future looks like. Listen in to hear how they have developed their business over the years, as well as how they have faced and met certain challenges head-on during the pandemic and beyond.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Healthcare crises catch families off-guard all the time, and scrambling to make quick decisions and navigate a difficult medical crisis can be a huge strain on everyone. So, in this episode, I will be talking about how to create a family caregiving plan that will be ready if an emergency or crisis ever occurs. It's a crucial step for making a difficult time a bit easier, and even providing reassurance and confidence when things are tricky and uncertain.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Reluctance to make mistakes is a mistake in itself. In this episode, Beth Brodovsky, owner of Iris Creative, joins the show to share from her wealth of experience in brand strategy and helping organizations clarify their identity, message, and more. She has some incredible insight into leadership, education, experience, and making mistakes.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Even elite athletes need time to rest, and financial markets do, too, after record-setting performances. In this episode, I will be discussing bear markets, explaining what they are, and sharing 10 important things you need to know about them. With everything going on in the financial world, this is a very timely topic, so be sure to listen in!
You can access the full show notes and more by visiting: https://www.forgewealth.com/
President of J&L Building Materials, Emma Moretzsohn, joins the show today to chat with me about her family business, the construction industry, employees, and more. From the logistics nightmare that came with COVID to the challenges she has faced as a woman in leadership, you will get to hear her thoughts on how to navigate hurdles that come up in life and business. We also tackle work-life balance, leadership, and setting up a healthy culture in business.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
What are those phrases you tend to dread when they come from your boss? “Can we have a word in private?” or “We need to talk” are pretty anxiety-inducing for most of us. Well, today we’re going to tackle how to start a conversation with your grown children who haven’t started investing so they don't dread the conversation before it even begins. I’ll encourage you to think about how you introduce the topic, share ideas on how to start conversations in non-ominous ways, and more.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
You may find that you’ve accumulated quite a few workplace retirement accounts over the years, and thanks to favorable tax laws, those accounts could be as mobile as you are. In this episode, I’ll share some important things to look into when it comes to multiple accounts and share ideas on how to consolidate them in the best way possible.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Jaclyn Gallo is a life coach, speaker, and author who helps people achieve their big, “unrealistic” goals. Offering incredible insight into the importance of self-belief, finding what works, and homing in on a clear vision, Jaclyn joins the show today to talk about how to handle the tough times and pursue your goals in a consistent and confident way.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Who you choose as beneficiaries for your retirement accounts and how you designate each beneficiary can have a significant impact on your family. In this episode, I will go over some important things to think about when setting up your beneficiaries and what you can do to ensure that things go smoothly. From planning ahead for the tax implications to ensuring the money gets to the right people, I will give you an overview of the key things you need to know.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Today I’m welcoming the incredible MarySheila McDonald, an attorney who has spent a large part of her career in higher education. The John F. Scarpa Professor of Entrepreneurship, as well as the Director of the Scarpa Center for Entrepreneurship and Law, MarySheila is playing a leading part in the development and expansion of experiential learning for students. She has loads of insight to share when it comes to the intersection of law and business.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
The age 59.5 is a key turning point when it comes to life changes, specifically your retirement finances. Today we’re going to explore your retirement choices, healthcare concerns, and how to move vibrantly into those golden years. Knowing where you are financially, how to prepare for upcoming changes, and how to catch up, if necessary, is all extremely important around this time, so don't miss this episode!
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Joanne Cleaver is the Diversity, Equity, and Inclusion Editor at InvestmentNews, and she joins the show today to share her passion for writing, reporting, and supporting the advancement of women. You will hear how the finance industry can get unstuck and implement important changes that will allow for more diversity. Listen in to learn some of the key ways that the financial industry is attempting to add and retain diverse voices.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Furnishing your first place may not be the most glamorous experience, but the goal of doing so is (or was) to get you through your first time living away from home. This episode is all about furnishing your own financial apartment and making sure you have the right things set up from the start so that you can thrive later on down the road. If you are a recent grad getting started, or even if you’re past that point and just need a refresher, this episode is for you.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Do you have moments where you stop and think about where you are in life and want it to be something different? If so, this episode is for you! Crissy Pyfer joins me on the show to share from her wealth of experience as a mindset, life, and performance coach. With over 12 years in the coaching business, Crissy offers valuable insight you won't want to miss.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
When the market is a little volatile, it’s always good to refresh your memory on what important things you need to think about. The beast of the market is that it will go up and it will go down, so it’s important to have a clear strategy for your investments. In this episode, you’ll hear a list of common mistakes and guidelines to help you navigate investing now, as well as any time things get messy in the markets.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Licensed professional counselor and teletherapy provider Angela Dobrzynski joins the show today to share her passion for guiding and helping people who are confused, hurting, lost, lonely, or just needing to deal with the stresses of life. Having gained insight through her work in helping people heal, Angela is here to shed light on understanding grief and loss and how they show up in unexpected ways.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
We all know that healthcare costs continue to soar, and that creates a conundrum for both us and for employers who offer healthcare to their employees. In recent years, employers have been seeking to lower their burden, and employees are more often shouldering a heavier portion of healthcare costs. In this episode, I’ll share some key information about Health Savings Accounts (HSAs) and what they are able to do to help you handle rising healthcare costs.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Jocelyn Konrad, former Chief Pharmacy Officer at Rite Aid, joins me on the show today to share insight into powerful and effective leadership. This episode shows a whole new side to pharmacy work and pharmacy workers that you may not have gotten the chance to see yet, so make sure to tune in as Jocelyn gives us a glimpse into the teamwork, chaos, and important lessons she took from the last few years.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
A comprehensive estate plan can ensure your wealth is transferred according to your wishes, and it helps manage your estate tax bill. There are many issues to consider when putting together or updating your estate plan, so I’ll be sharing some of the most important here. You will walk away from this episode knowing where to start, who to go to, and how to pursue an effective estate plan.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Money matters and blending finances can seem quite daunting for many couples. Often, people will forget or put this off, but it’s super important to get good information and start planning your finances as soon as possible. In this episode, I will be sharing eight essential steps that will help you merge your finances and prepare for your future with your new spouse.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Your estate planning has an impact that can reach beyond financial issues and your lifestyle to include your family. It is such an important—yet often overwhelming—process to go through, so you’ll get some important insight and tips in this episode to help you handle it with more ease. I’ll help you make sure that you and your family are put in the best position, no matter what happens.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Anne Stulpin, VP at Professional Mortgage Advisors, helps her clients go out and get the best rates for their unique needs. In this episode, she weighs in on the refinance market and the changes in current mortgage rates, sharing her valuable perspective based on previous market changes and the process of shopping for a mortgage.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Dorothy Hinchcliff is the publisher and CEO of Rethinking65, a digital media company designed for advisors to help clients live well and with purpose. She previously held managing editor and executive editor positions at Financial Advisor magazine and was the architect of FA’s Invest in Women conference. Today Dorothy joins the show to discuss the change in retirement over the years and some steps you can take to ensure a comfortable and enjoyable retirement.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Divorce is tough at any stage in life, and discussing this topic generally makes people feel uneasy. However, not talking about the financial issues that come along with divorce—especially when you’re divorcing later in life and have to think about retirement—can create even more discomfort. So, in this episode, I will be sharing five steps to take to ensure your financial security after a later-in-life divorce.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Helping her clients with all of their wardrobe needs, whether business or casual, Kristen Bechtel loves the work she does. As an image consultant for Tom James, she saves professionals and business owners time by identifying and building a unique wardrobe that suits their lifestyle. Today Kristen joins the show to discuss what her day-to-day entails and her advice for anyone on the hunt for the perfect tailored suit.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Anyone working within the financial industry knows the inevitability of a market downturn. Recently, the market seems to have been moving in an increasingly downward spiral, but this should not be cause for panic—and it should certainly not be cause for you to abandon the markets. So, in this episode, I am going to share five questions to help you maintain your perspective and avoid making any regrettable decisions during a downturn.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
In smaller communities, you may not know everyone personally, but you probably see people often enough to become familiar with their faces. Wouldn’t it be great if there was a way to get to know your neighbors a little bit better? Our guest today is Misty Laboy, a local magazine publisher who is incredibly passionate about her craft. In this episode, she will be sharing how she got started in the industry and how her work is helping to build a stronger community connection.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Should you rollover your 401(k) to an individual retirement account or not? Your other options include potentially cashing it out (and having to pay taxes or a withdrawal penalty) or transferring it into your new employer’s 401(k) plan. So, which option might fit best into your financial plan? Let’s discuss this in today’s episode.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Going through a divorce is an incredibly emotional time in one's life. However, with the right guidance, it is possible to come out the other side with confidence and peace of mind. This is exactly what our guest today specializes in. Deanna Coyle is the Co-Founder & Concierge Director at Vesta: A New Vision for Divorce, where she helps her clients navigate their life throughout divorce so that they can set themselves up for a wonderful life ahead.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Did you know the highest rate of divorce is actually among the baby boomer generation? Back in 1990, less than 1/10 of people who got divorced were over 50 years old. Today, that number is 1/4. So, with the rate of divorce going up, what better time than now to discuss our top tips for managing your finances during and after a divorce?
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Going through a divorce is tough for everyone involved. Whether you are dividing household items, deciding where the children will spend most of their time, or figuring out your joint finances, it can all feel daunting and overwhelming. This is why our guest today created a practice that offers comprehensive divorce financial planning services for those considering or going through the divorce process. Samantha Vona is a Financial Advisor, CDFA, as well as the Co-Founder of Strategic Divorce Planning and Vesta, and in this episode, she will be sharing how she helps her clients as they navigate their divorce process.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
If you are a single parent, you are probably well aware of the dual challenges of managing a household and planning for the future. However, you may not be as familiar with the financial strategies that can stretch your income and help you get ahead. So, in this episode, I will be sharing some money management strategies that you can implement into your financial plan as a single parent.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Throughout the pandemic, many people refocused their priorities and moved out of the city and closer to nature. This trend has continued as we make our way through 2022, as families and young professionals continue to work from home and spend more time outside. No one knows this better than our guest today, Truda Carney, a real estate agent for Long and Foster near the shoreline of New Jersey. In this episode, Truda shares her experience within the housing market and gives her advice for anyone who doesn’t quite feel content where they currently are.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
Women and men may not be on equal footing when it comes to investing for the future. On average, women work fewer hours and earn less than men—however, women also tend to live longer. Therefore, women must focus on the concerns that are unique to them when planning for retirement. In this episode, I will be explaining the steps you can take as a woman navigating her finances to ensure that you are properly prepared for your future.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
With over two decades of extensive executive administrative support and specialized marketing communications experience, Angela York has spent most of her career working with businesses of all sizes. She is now the Founder of OnPoint Custom Virtual Solutions and in this episode, she joins the show to discuss how her business helps financial advisors market their practices whilst still falling within compliance.
You can access the full show notes and more by visiting: https://www.forgewealth.com/
The Roth 401(k) is becoming very popular—and with good reason. It is a type of retirement savings plan that allows you to make contributions after taxes have been taken out. This means that income tax is paid immediately on the earnings that the employee deducts from each paycheck and deposits into the account. Unfortunately, it also carries numerous rules that impact its tax treatment. So, in this episode, I will be sharing what you need to know about Roth 401(k)s.
You can access the full show notes and more by visiting: https://www.forgewealth.com/