The Fiscal Feminist

In this episode we talk about:

How my experience as financial advisor led her to become passionate especially about finance for women
Trying parts of my life that served as financial lessons for her
Unrealistic expectations around primary breadwinning and motherhood
How women can shift the conversation around money by addressing finance on the micro and macro levels
Why women need to be intentional with career choices and realize that good is good enough
The importance of automation in your finances
How I advises people that feel like they are too far behind to start investing in their retirement
Rethinking retirement norms
Starting the financial conversation with your parents and figuring out the best financial plan for them
The psychological toll navigating your parents’ finances can take

Show Notes

In this episode we talk about:

  • How my experience as financial advisor led her to become passionate especially about finance for women
  • Trying parts of my life that served as financial lessons for her
  • Unrealistic expectations around primary breadwinning and motherhood
  • How women can shift the conversation around money by addressing finance on the micro and macro levels
  • Why women need to be intentional with career choices and realize that good is good enough
  • The importance of automation in your finances
  • How I advises people that feel like they are too far behind to start investing in their retirement
  • Rethinking retirement norms
  • Starting the financial conversation with your parents and figuring out the best financial plan for them
  • The psychological toll navigating your parents’ finances can take

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.

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.