Women & Wealth

Regina Hess

Welcome to the Women & Wealth podcast brought to you by Regina McCann Hess, a CFP with over two decades of experience. This show is for professional women who want guidance in working towards their Retirement Vision – learning, building, planning, striving for your dreams and putting the work in now so that you can pursue your Financial Independence. You can watch the Founder's video Regina created for you to learn more about her and how she can guide you towards your financial independence at www.forgewealth.com. * The information in this podcast is educational and general in nature and does not take into consideration the listeners' personal circumstances. Therefore, it is not intended to be a substitute for specific individualized financial, legal or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision. Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Forge Wealth Management are separate entities from LPL Financial. Our show guests and their companies are not affiliated with, nor endorsed by, LPL Financial, Private Advisor Group or Forge Wealth Management.

  1. 16h ago

    NY Real Estate with Ashley Reidy Quinn

    Success in luxury real estate may look glamorous from the outside, but behind every polished listing is a great deal of hard work, emotional intelligence, and persistence.   This week, Regina sits down with Ashley Reidy Quinn, co-founder of a six-person real estate team at Coldwell Banker Warburg. Ashley shares how her parents inspired her interest in real estate, why she changed career paths while attending NYU, and what she loves about working with clients from New York and around the world.   Ashley also opens up about beginning her career in a competitive, male-dominated industry and learning to stand up for herself when her experience and role were dismissed. She explains how confidence develops over time, why strong teammates and support systems matter, and how keeping the client's needs at the center helps her navigate difficult personalities and challenging transactions.   The conversation also explores Ashley's vision for retirement, including creating more passive income, becoming more selective about the clients she serves, and continuing to work in a way that gives her greater freedom.   Episode Highlights:   0:00 - Welcome to Women and Wealth 0:40 - Meet Ashley Reidy Quinn 2:03 - How Ashley found her way into real estate 3:30 - Working with clients from around the world 4:49 - Building a strong real estate team 6:44 - Managing the emotional side of real estate 8:42 - The hard work behind luxury listings 10:25 - Where to connect with Ashley 10:56 - Challenges facing women in real estate 13:24 - Building confidence over time 14:46 - Standing up for yourself professionally 16:54 - Ashley's vision for retirement 19:32 - Believing in yourself and knowing you belong 20:01 - Closing thoughts and how to connect    ABOUT REGINA MCCANN HESS   Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero.  As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.     Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News.  She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.   As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth.  She focuses on educating her clients while building long-term relationships with them and their families.  Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals. CONNECT WITH REGINA   Website: https://www.forgewealth.com LinkedIn: https://www.linkedin.com/in/reginamccannhess/ Facebook: https://www.facebook.com/ForgeWealth Instagram: https://www.instagram.com/forgewealthmanagement/ YouTube: https://www.youtube.com/@ForgeWealth Email: reginahess@forgewealth.com   CONNECT WITH ASHLEY   Website: cbwarburg.com LinkedIn: https://www.linkedin.com/in/ashley-reidy-quinn-7851b161/   Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org   Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.   For a list of states in which I am registered to do business, please visit www.forgewealth.com.Forge Wealth Management

  2. Aug 12

    10 Things You Should Know About Retirement

    Retirement planning is about more than reaching a savings goal. It also means preparing for healthcare costs, changing income needs, housing decisions, relationships, purpose, and the transition into a completely different stage of life.   This week, Regina shares 10 important things to consider before retirement, including how to budget for a longer life, understand your income sources, prepare for healthcare expenses, manage debt, and plan for required minimum distributions.   She also explains why the emotional and personal sides of retirement matter just as much as the financial ones. From creating a daily routine and maintaining social connections to updating your legal documents and finding purpose beyond work, a successful retirement requires planning for the life you actually want to live.   Episode Highlights:   0:00 - Welcome to Women and Wealth 0:45 - 10 things to know about retirement 1:54 - Budgeting for longevity and inflation 2:55 - Understanding your retirement income sources 4:15 - Planning for healthcare and long-term care costs 5:12 - Managing debt before retirement 6:34 - Required minimum distributions and Roth conversions 7:34 - Making the shift from saving to spending 9:31 - Keeping legal documents and beneficiaries updated 11:05 - Downsizing, relocating, and aging in place 11:53 - Creating a healthy daily routine 13:54 - Finding purpose and identity beyond work 16:53 - Preparing for a fulfilling retirement 17:13 - Closing thoughts and how to connect    ABOUT REGINA MCCANN HESS   Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero.  As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.     Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News.  She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.   As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth.  She focuses on educating her clients while building long-term relationships with them and their families.  Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals. CONNECT WITH REGINA   Website: https://www.forgewealth.com LinkedIn: https://www.linkedin.com/in/reginamccannhess/ Facebook: https://www.facebook.com/ForgeWealth Instagram: https://www.instagram.com/forgewealthmanagement/ YouTube: https://www.youtube.com/@ForgeWealth Email: reginahess@forgewealth.com   Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.   This material was prepared by MFS Fund Distributors, Inc.   For a list of states in which I am registered to do business, please visit www.forgewealth.com. MFS Fund Distributors, Inc. is not affiliated with, nor endorsed by LPL Financial, Private Advisor Group, or Forge Wealth Management

  3. Aug 5

    Motivating Organizations and People with Michelle Kozin

    Strong leadership matters most when the pressure is high, change feels uncomfortable, and relationships are being tested.   This week, Regina sits down with Michelle Kozin, founder and president of Predictive Advisors, to discuss how behavioral science can help leaders navigate those moments. Drawing on more than 20 years of experience in leadership development and organizational change, Michelle explains how self-awareness, curiosity, and diversity of thought can strengthen teams, build trust, and improve performance.    They also discuss multigenerational workplaces and Michelle's vision for retirement.   Episode Highlights:   0:00 - Meet Michelle Kozin, founder of Predictive Advisors 2:48 - Helping leaders and teams navigate change 6:46 - The head, heart, and briefcase model 9:08 - Building trust in relationship-driven industries 10:42 - Navigating generational change 12:53 - Multigenerational family businesses 14:12 - Why trust cannot be automated 16:23 - The three types of diversity 21:04 - Michelle's vision for retirement 23:19 - Episode wrap-up    ABOUT REGINA MCCANN HESS   Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero.  As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.     Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News.  She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.   As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth.  She focuses on educating her clients while building long-term relationships with them and their families.  Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals. CONNECT WITH REGINA   Website: https://www.forgewealth.com LinkedIn: https://www.linkedin.com/in/reginamccannhess/ Facebook: https://www.facebook.com/ForgeWealth Instagram: https://www.instagram.com/forgewealthmanagement/ YouTube: https://www.youtube.com/@ForgeWealth Email: reginahess@forgewealth.com   CONNECT WITH MICHELLE   Website: https://predictiveadvisors.com/ LinkedIn: https://www.linkedin.com/in/michellekozin/ Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org   Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.   For a list of states in which I am registered to do business, please visit www.forgewealth.com

  4. Jul 29

    SpaceX IPO

    The excitement surrounding a major IPO like SpaceX can make it feel like you need to act quickly or risk being left behind. But popularity alone does not make an investment right for your portfolio. This week, Regina breaks down the questions to ask before investing in an IPO, including how much risk you can handle, what purpose the investment would serve, and what you may need to give up to make room for it. She also explains how newly public companies can eventually affect your retirement savings through the index funds inside your 401(k).   Episode Highlights:   0:00 - Introduction 1:32 - Why hype does not make an investment right for you 3:21 - What an IPO is and why prices can be volatile 4:35 - Preparing for upcoming AI-related IPOs 6:02 - Could you handle a major drop in the stock? 6:54 - What purpose would the investment serve? 7:27 - Understanding the financial trade-offs 8:58 - How IPOs can affect your 401(k) 10:19 - Potential inclusion in the S&P 500 13:26 - AI, investing, and long-term uncertainty 16:13 - Episode wrap-up    ABOUT REGINA MCCANN HESS   Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero.  As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.     Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News.  She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.   As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth.  She focuses on educating her clients while building long-term relationships with them and their families.  Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.   CONNECT WITH REGINA   Website: https://www.forgewealth.com LinkedIn: https://www.linkedin.com/in/reginamccannhess/ Facebook: https://www.facebook.com/ForgeWealth Instagram: https://www.instagram.com/forgewealthmanagement/ YouTube: https://www.youtube.com/@ForgeWealth Email: reginahess@forgewealth.com Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.   This material was prepared by Snappy Kraken   For a list of states in which I am registered to do business, please visit www.forgewealth.com. Hartford Funds is not affiliated with, nor endorsed by LPL Financial, Private Advisor Group, or Forge Wealth Management

  5. Jul 22

    Public Relations with Michele Treacy

    Getting your name into the media is about more than having something to promote. It takes a clear message, the right opportunities, and the patience to build trust over time. Regina sits down with public relations professional and former television reporter Michele Treacy to talk about what goes into creating a strong media presence. Michele explains how she helps executives and thought leaders identify the stories worth telling, connect with the right outlets, and become reliable sources journalists return to. They also discuss the difference between earned and paid media, the importance of collaboration, and why meaningful visibility rarely happens overnight. Michele shares her own experience transitioning from television news into public relations, the uncertainty that came with changing careers, and how she learned to trust that her existing skills could lead her somewhere new.   Episode Highlights:   0:00 - Welcome and introducing Michele Treacy 1:08 - From television news to public relations 2:49 - Finding the right media opportunities and building a clear message 6:35 - Becoming a trusted source through earned media 10:16 - Why meaningful visibility takes time 13:36 - Michele's work across different industries 17:28 - Navigating a major career transition 21:32 - Building confidence and getting out of your own head 23:22 - Michele's vision for retirement 24:32 - Letting your story and career evolve 25:24 - Episode wrap-up    ABOUT REGINA MCCANN HESS   Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero.  As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.     Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News.  She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.   As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth.  She focuses on educating her clients while building long-term relationships with them and their families.  Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals. CONNECT WITH REGINA   Website: https://www.forgewealth.com LinkedIn: https://www.linkedin.com/in/reginamccannhess/ Facebook: https://www.facebook.com/ForgeWealth Instagram: https://www.instagram.com/forgewealthmanagement/ YouTube: https://www.youtube.com/@ForgeWealth Email: reginahess@forgewealth.com   CONNECT WITH MICHELE   Website: https://mrtcommunications.com/ LinkedIn: https://www.linkedin.com/in/mrtreacy51/ Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org   Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.   For a list of states in which I am registered to do business, please visit www.forgewealth.com

  6. Jul 15

    Financial Impact of Social Media

    Social media can make it seem like everyone else is earning more, spending more, and living better. But what you see online rarely tells the full story.   In this episode, Regina breaks down money dysmorphia, the feeling that you are financially behind even when you may actually be doing just fine. She explains how influencers, algorithms, luxury content, and constant comparison can distort your idea of financial success and quietly affect your spending habits.   You'll also learn how to recognize these pressures, create healthier boundaries with social media, and bring your focus back to your own financial goals, values, and progress.   Episode Highlights:   0:00 - Introduction 1:48 - Influencers, consumerism, and unrealistic financial comparisons 5:12 - When wealth becomes tied to personal worth 8:03 - How money dysmorphia affects different generations 9:21 - Feeling behind even when your savings are on track 11:01 - Reducing social media's influence on your spending 12:06 - Building financial confidence around your own goals 13:21 - Simple ways to create healthier digital habits 13:52 - Final thoughts and episode wrap-up   ABOUT REGINA MCCANN HESS   Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero.  As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.     Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News.  She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.   As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth.  She focuses on educating her clients while building long-term relationships with them and their families.  Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals. CONNECT WITH REGINA   Website: https://www.forgewealth.com LinkedIn: https://www.linkedin.com/in/reginamccannhess/ Facebook: https://www.facebook.com/ForgeWealth Instagram: https://www.instagram.com/forgewealthmanagement/ YouTube: https://www.youtube.com/@ForgeWealth Email: reginahess@forgewealth.com Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org   Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.   This material was prepared by Hartford funds.   For a list of states in which I am registered to do business, please visit www.forgewealth.com. Hartford Funds is not affiliated with, nor endorsed by LPL Financial, Private Advisor Group, or Forge Wealth Management

  7. Jul 8

    Podcasting with Virginia Elder

    What holds women back from sharing their expertise, starting something new, or trusting their own instincts? In this episode of Women and Wealth, Regina sits down with Virginia Elder, founder of Podcast Abundance, to talk about podcasting, visibility, intuition, and building confidence through repetition. Virginia shares why podcasting can be such a powerful tool for women in financial and professional spaces, especially when so many still hesitate to step forward unless everything feels perfect. They also talk about the pressure women feel around appearance, why progress matters more than perfection, and how listening to your intuition can shape better business decisions.   Episode Highlights:   0:00 - Introduction 0:38 - Meet Virginia! 3:12 - Why she loves helping financial professionals get their voices out there 4:24 - The gender gap in podcasting and financial services 6:00 - Why women often wait until they feel fully "ready" 7:24 - Getting past appearance, confidence, and perfection barriers 10:09 - Why progress over perfection matters when starting a podcast 12:09 - Virginia's biggest challenge as a professional woman 14:35 - Her vision for retirement, family, travel, and flexibility 17:31 - Why mobility, strength, and health matter for future freedom 19:30 - Regina's closing takeaways: lift weights and trust your intuition  ABOUT REGINA MCCANN HESS   Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero.  As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.     Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News.  She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.   As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth.  She focuses on educating her clients while building long-term relationships with them and their families.  Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals. CONNECT WITH REGINA   Website: https://www.forgewealth.com LinkedIn: https://www.linkedin.com/in/reginamccannhess/ Facebook: https://www.facebook.com/ForgeWealth Instagram: https://www.instagram.com/forgewealthmanagement/ YouTube: https://www.youtube.com/@ForgeWealth Email: reginahess@forgewealth.com   CONNECT WITH VIRGINIA   Website: https://podcastabundance.com LinkedIn: https://www.linkedin.com/in/virginiaelder/ Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org   Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.   For a list of states in which I am registered to do business, please visit www.forgewealth.com.

  8. Jun 24

    Young Investors

    Starting early may not feel urgent when you're juggling rent, student loans, a first job, and all the costs that come with adult life. But small financial habits built early can create serious momentum over time. In this episode of Women and Wealth, Regina talks through why young adults should begin saving and investing as soon as they can, even if the amount feels small at first. She explains how compounding works, why automation makes saving easier, how to think about raises and bonuses, and why employer benefits like retirement plans, Roth contributions, HSAs, and stock purchase programs can play a major role in building long-term wealth. Regina also reminds listeners that financial confidence does not happen overnight. It comes from learning, starting small, making progress, and giving "future you" a stronger foundation.   Episode Highlights:   0:00 - Introduction 2:03 - The power of time, consistency, and small steps 3:22 - How compounding helps your money grow 5:04 - Starting at 25 vs. starting at 35 6:22 - Making saving automatic 9:15 - Using raises and bonuses wisely 11:06 - Taking advantage of employer retirement benefits 13:58 - Traditional vs. Roth retirement contributions 14:51 - HSAs, stock purchase plans, and other workplace benefits 15:56 - Building financial knowledge and confidence 17:54 - Progress, not perfection 18:42 - A simple action item to get started    ABOUT REGINA MCCANN HESS   Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero.  As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.     Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News.  She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.   As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth.  She focuses on educating her clients while building long-term relationships with them and their families.  Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals. CONNECT WITH REGINA   Website: https://www.forgewealth.com LinkedIn: https://www.linkedin.com/in/reginamccannhess/ Facebook: https://www.facebook.com/ForgeWealth Instagram: https://www.instagram.com/forgewealthmanagement/ YouTube: https://www.youtube.com/@ForgeWealth Email: reginahess@forgewealth.com   Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.   This material was prepared by Hartford funds.   For a list of states in which I am registered to do business, please visit www.forgewealth.com. Hartford Funds is not affiliated with, nor endorsed by LPL Financial, Private Advisor Group, or Forge Wealth Management

Ratings & Reviews

5
out of 5
4 Ratings

About

Welcome to the Women & Wealth podcast brought to you by Regina McCann Hess, a CFP with over two decades of experience. This show is for professional women who want guidance in working towards their Retirement Vision – learning, building, planning, striving for your dreams and putting the work in now so that you can pursue your Financial Independence. You can watch the Founder's video Regina created for you to learn more about her and how she can guide you towards your financial independence at www.forgewealth.com. * The information in this podcast is educational and general in nature and does not take into consideration the listeners' personal circumstances. Therefore, it is not intended to be a substitute for specific individualized financial, legal or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision. Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Forge Wealth Management are separate entities from LPL Financial. Our show guests and their companies are not affiliated with, nor endorsed by, LPL Financial, Private Advisor Group or Forge Wealth Management.

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