The Fiscal Feminist

Topics discussed:
Elder Care as A Guide To Your Care
The "Talk" with Your Children
Plan, Plan, and then do some more planning
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com

Show Notes

Topics discussed:

  1. Elder Care as A Guide To Your Care
  2. The "Talk" with Your Children
  3. Plan, Plan, and then do some more planning

Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

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.