The Fiscal Feminist

As we all know, life is far from linear and sometimes things happen unexpectedly that totally disrupt our flow and require some creative thinking to address. You know the saying, “desperate times call for desperate measures.” Dipping into one’s retirement savings qualifies as a “desperate measure” and sometimes we might think there is no alternative.
Links mentioned in this episode:
TheBahnsenGroup.com
TheFiscalFeminist.com

Show Notes

As we all know, life is far from linear and sometimes things happen unexpectedly that totally disrupt our flow and require some creative thinking to address. You know the saying, “desperate times call for desperate measures.” Dipping into one’s retirement savings qualifies as a “desperate measure” and sometimes we might think there is no alternative.

Links mentioned in this episode:

Creators & Guests

Host
Kimberlee Davis
Kimberlee Davis is founder of the Fiscal Feminist and a Partner and Managing Director in The Bahnsen Group, a wealth management practice with offices in Newport Beach, California and New York City. She is also a Certified Divorce Financial Analyst.
Editor
Podcircle
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What is 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.