108. Money & Divorce

Podcast, Relationships

Tracy Coenen is known as a no-nonsense forensic accountant who delivers the “real deal” to her clients. After years of watching those who couldn’t justify the cost of a forensic accountant lose thousands of dollars in their divorces, Tracy knew she had to create a solution. That’s why she put her heart into creating the Divorce Money Guide. Tracy works as a forensic accountant through her firm, Sequence Inc. Forensic Accounting. She has been doing fraud investigations for more than 25 years, and is a CPA (Certified Public Accountant), CFF (Certified in Financial Forensics), and MAFF (Master Analyst in Financial Forensics).

Tracy joins the 411k to talk about financial infidelity and to empower our listeners to take control of their financial future when it comes to divorce. By sharing critical investigation tips, Tracy gives her clients the power to negotiate for more assets.

106. Sticky Floors

money mindsets, Podcast

Erica Rooney is a Keynote Speaker, Executive Coach & Consultant, host of the Podcast, From Now to Next, and a Chief People Officer. With 10 years of experience in HR leading organizations in gender equality crusades, & coaching Executive Women, Erica has created a framework that empowers women to get seen, get heard, and get promoted by breaking free from the sticky floors that hold us back from busting through the glass ceiling.

Sticky floors are the limiting beliefs that hold you back from busting through the glass ceiling. They show up in the form of perfectionism, imposter syndrome, or the fear of judgment/failure, etc. Erica Rooney walks us through her framework for how to shift our mindset to get unstuck, get promoted and get paid.

NAME IT. QUESTION IT. SHIFT IT.

103. Stock Market Check In

money mindsets, Podcast

Liz Young is SoFi’s Head of Investment Strategy, responsible for providing economic and market insights to a variety of audiences. Prior to joining SoFi, Liz was the Director of Market Strategy at BNY Mellon Investment Management where she formulated and delivered views on macroeconomic themes and their effects on capital markets. She is a CFA Charterholder, and member of the CFA Institute and CFA Society of New York. Liz is also the host of The Important Part: Investing With Liz Young, a podcast from SoFi, which takes listeners through today’s top-of-mind themes in investing and breaks them down into digestible and actionable pieces.

Liz joins The 411k to talk about the current state of the market given inflation, Fed rate changes, and a looming recession. She also talks about the importance of taking healthy risks when it comes to investing because often, the best way to learn is to try, fail, and try again.

Here are some of the statistics we shared in this episode:

28% of women feel confident about investing some of their money

74% of retail investors say they would likely invest more if they had more opportunities to learn about investing

40% of non-investors chose not to invest because they did not know how to do so or found it too confusing

50% of women believe investing is a high-risk endeavor

Women in the U.S. believe they need $6,000 of disposable income each month or $72,000 per year before they can begin investing.

102. Buying Freedom with Frugality

money mindsets, Podcast

Vicki Robin is a social innovator, writer and speaker. She is coauthor of the international best-seller, Your Money or Your Life: Transforming Your Relationship With Money and Achieving Financial Independence. It was an instant NY Times best seller in 1992 and steadily appeared on the Business Week Best Seller list from 1992-1997. The New York Times called her the “prophet of consumption down-sizers.” Vicki has lectured widely and appeared on hundreds of radio and television shows, including The Oprah Winfrey Show, Good Morning America, NPR’s “Weekend Edition” and “Morning Edition” and now The 411k!

Vicki joins Katie and Katherine to share timeless money lessons! This episode covers the importance of values-based living and how building connections within your community is a money lesson worth investing in.

099. A Year in Review

Podcast

Another one bites the dust! Katie and Katherine discuss the life events and big financial moves that we’ve made over the last year. As a reminder, we are not know-it-all experts. We are living and learning as we go. In this episode, we share some successes, some strange turns, and a few mistakes that got us through this year.

096. Changing Money Mindsets

money mindsets, Podcast

Paco de Leon, founder of the Hell Yeah Group, joins The 411k to talk about her new book Finance for the People. In this episode, we talk with Paco about what it means to have financial dignity and also how to shift our money mindsets. Paco describes her continuous process of “falling down the stairs,” or surrendering to herself, in order to overcome a scarcity mindset and feel safe in the world today.

095. Like Mother, Like Daughter

Podcast

Rachel and Rebecca Pino are a mother and daughter duo providing women with sound financial advice. Rachel (the mom of the duo) runs her family’s financial firm as CFO. Raising Rebecca, she instilled financial advice in her daughter. In between sharing family money stories, Rebecca and Rachel teach us how to shop for a financial planner and what mistakes to avoid when it comes to retirement planning.

For more information about financial planning for retirement, check out our blog with Money Her Way.

093. Strategic Inaction

career development, Podcast

Hustle culture… Gig economy… Quiet quitting… the Great Resignation… Burnout… These are phrases we are seeing more and more in the news so we brought in an expert to talk through what this really means. Jinny Uppal has 20+ years of experience driving transformational growth by challenging existing norms in business. She joins The 411k to talk about how to manage the professional world without compromising your wellness. Specifically, Jinny teaches us about strategic inaction.

089. Retirement Planning 101

Podcast, WTF is

Manisha Thakor, founder of MoneyZen, joins The 411k to change your financial life – because that’s what happens when you prioritize retirement planning in your twenties and thirties!

For those of us in our twenties and thirties now, we are the first generation that statistically speaking will likely spend more years in retirement than we did in the workforce. So it’s time we start preparing for our Golden Years! Manisha walks us through the retirement basics and encourages all of us to take control of the one thing we can control – when we start investing! How about now?

087. Building Budgets

Podcast, WTF is

Allison Baggerly, founder of Inspired Budget, joins The 411k to share her money story. After an unexpected pregnancy, Allison and her husband decided it was time to get their finances in order. They learned how to budget and came up with a plan to become debt-free. Now, Allison helps women get their finances in order with classes and printables through Inspired Budget. She will help you make a budget that fits your lifestyle.

084. Financial Healing with Bari Tessler

money mindsets, Podcast

REPLAY! This is one of the original 411k interviews and it is still one of our favorites. Bari Tessler Linden, M.A., is a Financial Therapist, Mentor Coach, Mama-preneur, and the Founder of The Art of Money. Her methodology weaves together personal, couple, and creative entrepreneurial money teachings into one complete tapestry. The Art of Money integrates Money Healing, Money Practices and Money Maps.

“Money shame is an equal opportunity affliction, and it does not discriminate based on who you are, where you are from, how much you earn, what percentage you save, whether you pay your taxes on time, or what your credit score is.” – Bari Tessler, The Art of Money

082. Wallet Activism with Tanja Hester

Podcast, WTF is

Tanja Hester joins The 411k to discuss her new book Wallet Activism which teaches all of us how to be more intentional with our money. Wallet Activism, sometimes referred to as “vote with your dollars,” touches on all the different ways that we can align our money with our values – how to identify the Good Guys vs. the Bad Guys when it comes to spending. But also how we donate our money and even where we invest or bank it.

080. Intentional Adulting

money mindsets, Podcast

Ashley Feinstein Gerstley, founder of The Fiscal Femme, joins The 411k to introduce her second book, Financial Adulting! This book is more than just your average guide to finances. In this episode, she shares what makes this book different, what inspired her to write it, and what are the financial lessons that we continue to learn over and over again.

067. Chasing Time & Freedom with Christina Cartwright

Podcast

Christina Cartwright is a money coach helping marginalized professionals avoid workplace microaggressions via financial freedom. In this episode, she shares her lived experiences with negotiating, being an activist in the corporate world and pursuing wealth as a form of freedom. Every dollar saved and invested is one step closer to retirement or being able to opt out of a toxic work environment.

057. Good with Money

Podcast, WTF is

Our financial girlfriend, Tiffany Aliche, joins us to talk about her money story, the successful passing of “The Budgetnista” law, and her new book Get Good with Money. Tiffany is an award-winning teacher of financial education and proves that if preschoolers can do it, we can do it too.

056. Financial Grownup with Bobbi Rebell

money mindsets, Podcast

In this episode, Bobbi Rebell, a Certified Financial Planner and host of the Financial Grownup podcast, joined us to talk about what it means to be “a financial grownup.” Bobbi shares her money story and the money mistakes that made her financially fragile in her 20s. Now, she is talking money and helping others achieve financial freedom. We recorded this episode with a virtual audience, the BC Women Innovators Network.

051. Mastering Money

money mindsets, Podcast

Sarah Li-Cain is a finance writer and host of Beyond The Dollar, where she and her guests have deep and honest conversations about how money affects your well-being. In this episode, Sarah joins The 411k to talk about practical tips and mindset strategies so that those trying to change their financial life can forgive their mistakes and start to trust themselves with money.

049. An Abundance Mindset with Leisa Peterson

money mindsets, Podcast

We are so grateful to have Leisa Peterson join us to talk about scarcity and abundance. No matter how much money we end up earning, saving or investing, deep inside we can still hold on to a sense of lack and deficiency about who we think we are. Leisa Peterson shares some insight into her 7 Step Prosperity Ladder to help us develop an abundance mindset. Check out this episode as well as her book, The Mindful Millionaire, to learn more!

047. Be a Budget Boss

Podcast, WTF is

Scarlett McKnight is the founder of ThirtyEight Investing, a blog where she shares her financial journey. She is paying off over $50,000 in graduate student debt and working toward building passive income to achieve financial freedom by the age of 38. Tune in to learn more about the budgeting principles that have helped her along her money adventure.

044. Have Money & Use It Too

Podcast, WTF is

Bola Sokunbi is a Certified Financial Education Instructor, finance expert, bestselling author, speaker, and founder of Clever Girl Finance, a financial education platform and community for women empowering them to achieve financial wellness and live life on their own terms. In this episode, we talk about her journey navigating the American financial system as a first generation immigrant and how she will pass on these money lessons to the next generation.