The Fiscal Feminist

With so many different ways to invest and build wealth, how do you find the path that’s right for you? In this episode, Haley Kowalewski breaks down some of the basic principles you should keep in mind when building an emergency fund, saving for retirement, starting to invest, and more. Haley is the founder of Femme Financial Coaching, where she’s helping women and other marginalized groups with all things personal finance and investing. She also talks about the different ways each generation views money and work, and she shares some practical tips for finding resources you can trust on social media.

Episode Recap:
  • Today we’re talking with Haley Kowalewski of Femme Financial Coaching (1:01)
  • What inspired you to start this business? (2:55)
  • Before you pivot, make sure you’re prepared for business and personal expenses (6:01)
  • What are some barriers that stop marginalized groups from building wealth? (16:17)
  • Have these foundations in place before you start investing (22:12)
  • How to get started with investing (26:33)
  • Should you open a taxable account? (29:25)
  • How Gen Z and Millennials tend to view money and work (34:28)
  • How to vet financial resources on social media (41:29)
  • Can you share some client success stories? (43:55)
  • Remember your future self (52:44)
  • How to connect with Haley (55:56)


“Education is the way through, because the stock market doesn’t discriminate. It doesn’t know what gender you are, what race you are, how old you are. Anyone has access to it, so that’s why it’s so important to educate people around it.”

“You can make changes a lot faster than you think you can. And if you’re thinking, ‘I don’t want to be in this same spot I’m in at this time next year financially, you might be at that point where you’re like, ‘Alright, I’m ready to make a change.’ And if you’ve tried to do it on your own and you just keep falling off, then that’s a point where you can hire a coach or get some support, because that support is out there. And there’s no shame in doing that.”

Creators & Guests

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.
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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.