The Fiscal Feminist

The Fiscal Feminist

Kimberlee Davis is your host of The Fiscal Feminist, a show about women and our relationship with money and finances. Kimberlee Davis is Managing Director and Partner at The Bahnsen Group, a private wealth management firm. She specializes in personal wealth advising and oversees financial and retirement planning solutions for high net worth individuals and multi-generational families. Her proficiency also includes helping individuals transition to financial independence after life altering events such as death or divorce.

Episodes

January 16, 2024 59 mins

Our thoughts are energy, and the way we think about our lives really matters! In this episode, Stephanie Hessler returns to the podcast to talk about all things energy, vibrations, and manifestation. She explains why these concepts are so important for finding purpose, achieving your goals, and even building wealth, and she shares practical steps you can take to start tapping into your intuition and making your own luck. S...

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Are you thinking about buying a house in 2024? This episode is for you! Kimberlee talks with top performing mortgage broker Shawn Kaplan about the state of the real estate market and the most important pieces of information for prospective homebuyers this year. Shawn also shares tips for current homeowners and provides helpful context about interest rates, mortgages, and dealing with real estate in a divorce, breaking ever...

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Whether you’re brand new to the workforce or you’ve been working for years, you won’t want to miss this episode with Lauren McGoodwin, CEO of Career Contessa! Lauren has dedicated her own career to empowering other women with educational content, coaching resources, salary transparency, and more. In this episode, she joins Kimberlee to answer some common questions about gender disparity at work, negotiating tips, finding a...

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How do you know when it’s time for divorce? Kate Anthony knows firsthand how hard it can be to make that decision, so she’s helping countless women answer the age-old question: “Should I stay or should I go?” In this episode, Kimberlee talks with Kate about the reasons why women may struggle to end a marriage, and Kate shares her top tips for deciding when it’s time to leave. They also discuss some common signs of abuse, b...

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Financial wellness isn’t just for adults! In fact, educating kids and teens about personal finance while they’re still in school is extremely helpful for financial success later in life. In this episode, Kimberlee talks with financial educator and advocate Yanely Espinal about the importance of personal finance education and the work she’s doing to make sure it’s accessible to as many kids as possible. Yanely shares tips f...

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Do you know what your brand is? No matter who you are or what field you work in, you have a specific brand and can market yourself to find new opportunities. In this episode, Kanika Tolver shares valuable advice for making career changes, nailing the job interview process, defining your personal brand, and much more. She also explains why confidence is key to reaching new levels of career success. Kanika is the CEO and fou...

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What comes to mind when you hear the word “frugal"? If you think of strict budgets or of refusing to spend money on things that matter, it might be time to re-examine your relationship to the word! In this episode, Jen Smith explains what it actually means to be frugal in the modern world and shares her own journey of finding balance between saving money and enjoying life. Jen is an author and podcast host helping people p...

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Are you ready to stop playing small in your business and life? You won’t want to miss this episode with high-performance coach Stephanie Hessler! Stephanie has helped countless leaders achieve their goals and reach new levels of success, and in this episode, she’s sharing some of her top tips for overcoming the beliefs and insecurities that hold many women back. Stephanie and Kimberlee cover a wide range of topics includin...

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What skills can women learn from poker that will translate to their careers and lives? In this episode, Kimberlee asks this question to Erin Lydon, who’s on a mission to teach 1 million women how to apply poker skills to life as president of Poker Power. Erin shares the inspiration behind this unique company, and describes how poker can teach resilience, negotiation, confidence, and more. She also explains how you can lear...

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What happens when a woman is the primary breadwinner in a divorce? To answer this question, Kimberlee turned to divorce lawyer and certified divorce financial analyst Lisa Zeiderman. In this episode, Lisa dives into some of the realities of divorce that women may not be aware of, from spousal support to commingling assets to custody concerns for female breadwinners. She also shares practical steps any woman can take today ...

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How can we best support our kids while also encouraging them to build their financial independence? When Bobbi Rebell was struggling to answer this question for herself, she decided to write a book about it: “Launching Financial Grownups.” In this episode, Bobbi and Kimberlee talk about their own parenting experiences and Bobbi’s top tips for helping your kids build their financial skills. Bobbi also offers advice to women...

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If you’re feeling stuck in your career or your life, you’re not alone! Everyone gets stuck, but there are things you can do today to start pulling yourself out. In this episode, Ella Lucas-Averett shares some of her top tips for creating momentum, moving past fear, and learning from our failures. Ella is a founder and managing partner of The Trivesta Group, and the host of On Air With Ella, a motivational podcast about wel...

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Since 90% of venture capitalists are men, it makes sense that female founders have a much harder time getting funding, especially when they’re focused on women’s issues. Trish Costello is working to change that as the founder and CEO of Portfolia, a company that creates investment funds for women looking to back innovative companies. In this episode, Trish explains why investing in companies is such a powerful tool for bui...

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What is financial infidelity, and what steps can women take to protect themselves against it? In this episode, Kimberlee talks with Forensic Accountant Tracy Coenen about the warning signs of financial infidelity, the protections you should have in place before and during a marriage, and the process you can expect if you work with a forensic accountant during your divorce. Tracy is the creator of the Divorce Money Guide, a...

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When families can’t access childcare, women are disproportionately affected. And that impact ripples out to hurt the entire economy. In this episode, Kimberlee examines the “childcare cliff” we’re facing now that pandemic-era subsidies for childcare have expired. She explains why it’s so important for women to be able to participate in the workforce and shares some steps you can take to advocate for change on this importan...

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Financial responsibility is so important, but money is also a powerful tool to help us enjoy our lives — whether that means buying a Chanel handbag or traveling the world. In this episode, Kimberlee talks with Sheefteh Khalili about Sheefteh’s journey to build wealth through investing, career growth, and intentional saving. Sheefteh explains how Kimberlee has helped her unlock new financial understanding, and she shares he...

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Financial plans aren’t just about preparing for retirement; they’re important steps to prepare you for any major life event. In this episode, Kimberlee talks with financial advisor and BPP Wealth Solutions Founder Debra Schtazki about the importance of financial planning. Debra also shares some real-life stories of women she has helped and explains how she’s built a flexible work environment that sets women up for success....

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August 29, 2023 28 mins

Are you paralyzed by credit card debt and not sure where to start with paying it off? In our first episode on debt, diet and alcohol, Kimberlee explored the psychology of debt. Today, she’s sharing an actionable plan you can use to start paying off your debt today, and avoid falling back into it in the future. She also breaks down some key financial concepts like debt consolidation, good versus bad debt, and two common deb...

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Building a real estate business can be much easier than many of us realize; in some cases, you don’t even need to own the property! In this episode, Kimberlee talks with Airbnb investor and educator Lauren Piller about her journey from nursing to working in real estate full time. Lauren explains how co-hosting helped her make the transition, and she shares some of her top tips for buying your first investment property, max...

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Whether we realize it or not, many of us could benefit from some financial therapy. In this episode, Kimberlee talks with financial therapist Aja Evans about the work she’s doing, the inspiration behind it, and the practical advice she has for women about navigating their finances. Aja breaks down the relationship between our money and our self esteem, shares her top tips for navigating prenups, explains how you can get yo...

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