Her Two Cents Her Two Cents

Why do women feel uncomfortable discussing money? Despite its unnecessary taboo status, there are reasons behind this unease. Understanding why women shy away from the topic and discovering their unique money personalities can help overcome this discomfort. By normalizing and fostering open conversations about money among women, we can boost our confidence in managing our finances and secure our financial independence. Join us as we welcome our guest, Jean Lynn, founder of Your Financial Personality, a Certified Financial Planner and an expert on the financial personalities of investors. She is also the author of the soon to be released book: Breaking the Money Taboo, due out Summer of 2023. 
 
find out more about Jean and Your Financial Personality at: https://yourfinancialpersonality.com/
 

There are only a few guarantees in this life, but taxes are certainly one of them. While most of us have already filed for 2022, there are things you can do year round to make your more tax-efficient. Join us as we discuss some strategies you can do past tax filing season to ensure you are only paying the taxes that you have to. As always you want to make sure you work with your CPA to ensure that you are employing the strategies that are most beneficial to your specific tax situation. 

As we conclude Women’s History Month, we wanted to honor one of the first women to receive the Certified Financial Planning certification, a pioneer and innovator in the financial advising business, and a Barron’s Hall of Famer.  She did not “See It,” but she has helped many of us in this business “Be It.”   Judith McGee,  L.H.D., CFP®, CHFC  is passionate about encouraging other women to join the financial advising industry as a Board Member of the WLA (Women’s Leadership Alliance).  Take a listen and share with your friends, colleagues, and daughters who might be interested in joining such a wonderful profession or supporting an organization that is doing just that.
To learn more about the WLA - https://lnkd.in/gFbwcaAe
To register for the virtual event honoring Judith McGee April 19th from 7:00 pm EDT- https://lnkd.in/gd3dgtC6
Sponsorship opportunities available - https://lnkd.in/gFZD877D  https://lnkd.in/gdWaNFxN
Welcome to the Her Two Cents Podcast where your hosts Laura Webb and Faith Doyle come together as two female financial advisors with over 40 years of collective experience to provide a multigenerational perspective on all things money. Our goal is that through these conversations, we can normalize the way women talk about and view money.

2022 was a rough ride in the stock market, but for the first time in over 30 years, it was also a rough ride in the bond market. Bonds for the last 30 years have provided good income with relatively low risk to a portfolio, they acted to stabilize balanced portfolios against the potential volatility of the stock market. With rising inflation and interest rates, this brought the turbulent waters into the previous safe harbor that was bonds. So, what does this all mean? What exactly happened last year, what does it mean going forward and what does it mean for the savers. Join us as we welcome Sheila King, CFA, Vice President and Co-Portfolio Manager at Eagle Asset Management as we discuss everything bonds last year, and what may be on the horizon for savers.
To Learn more about Eagle Asset Management visit their website at: https://www.eagleasset.com/retail
Welcome to the Her Two Cents Podcast where your hosts Laura Webb and Faith Doyle come together as two female financial advisors with over 40 years of collective experience to provide a multigenerational perspective on all things money. Our goal is that through these conversations, we can normalize the way women talk about and view money.

Are women more vulnerable when it comes to finances? You bet your bottom dollar we are. Women face many challenges that are unique to our sex, we make less, we therefore get paid less for Social Security, we are often caregivers which can interrupt some years of earning, and we live longer. It is a challenge that women face, often alone as we statistically outlive out spouses, but it doesn’t have to be that way. What can women do to bolster their economic security? Join us and our guest Kim Mondoñedo, EdD, CFP®, WMS of the Mendall Financial Group as we dive into why women are more vulnerable, behaviors to help us better prepare financially for a long life, and other tips to become a master of your financial destiny.
Learn more about Kim at https://www.raymondjames.com/maineretirementcenter/about-us/bio?_=Kimberley.Mondonedo
 
Read more about Kim’s research at: www. https://dune.une.edu/theses/351/
 
Welcome to the Her Two Cents Podcast where your hosts Laura Webb and Faith Doyle come together as two female financial advisors with over 40 years of collective experience to provide a multigenerational perspective on all things money. Our goal is that through these conversations, we can normalize the way women talk about and view money.

Happy Holidays from Her Two Cents Podcast! As you’re prepping for the holidays, planning meals, or maybe even trimming the tree don’t forget to do your year-end charitable planning. So, what are some strategies for charitable giving that can help you fulfill your charitable aspirations as well as getting some tax benefits? Tune in and learn more.