Financial Finesse

Cathy Curtis, CFP

0.0 (0)
INVESTING

Welcome to the Financial Finesse podcast, where we'll be discussing tips on how to handle your money and life with skill and style. Your host, Cathy Curtis, CFP, has been helping make finance accessible and intriguing for women for almost 20 years! You'll get savvy, actionable ideas listening to her conversations with some of the coolest and smartest women on the planet.

8 JAN

6 Pro Tips for Women Buying Cars on Their Own

Did you know that on average, women are offered higher list prices for cars than men - to the tune of about $200 or more? When it comes to buying a new car, being prepared is key. In this episode, Cathy shares six pro tips to help you get the best deal on your next car purchase. [02:28] The importance of doing your homework. [04:21] What you can and can't negotiate when buying a new car. [06:21] How to find out what your trade-in is worth. [07:58] Understanding your financ...

13 min
08/11/2023

The Art of Equitable Estate Distribution with Estate Organizer Meg Connell

In this episode of Financial Finesse, host Cathy Curtis interviews Meg Connell, founder of The Organized One, a professional estate organizer focused on helping individuals navigate the challenging process of estate distribution. Meg's extensive experience and the comprehensive nature of her services provide a guidepost for anyone facing the prospect of estate organization, whether for themselves or a loved one.[03:33] Meg's journey into estate organization.[08:59] Practical strategies for es...

1h 6m
22/09/2023

Mastering Medicare with Boomer Benefits Co-Founder Danielle Roberts

In this episode, Cathy interviews Danielle Roberts, founding partner at Boomer Benefits and author of the best-selling book 10 Costly Medicare Mistakes You Can’t Afford to Make, about all things Medicare. Whether you’re new to Medicare or simply want to learn more about it so you can make an informed decision this open enrollment season, this episode is packed with useful information and unique insights. For more information and resources related to this episode, please visit the show no...

1h 11m
20/07/2023

Mastering the Art of Real Estate Staging & Interior Design with Ruth Krumbhaar

Real estate investor Ruth Krumbhaar shares her real estate staging and interior design tips for elevating your home or investment properties. [00:04:00] Ruth shares her decorating philosophy and why she always starts with a blank canvas when designing a space.[00:14:06] Why every room doesn’t necessarily need a showstopper when it comes to home decorating.[00:20:09] How Ruth determines her decorating budget and where she shops to find cost-effective, quality items.[00:27:51] Tips and tri...

1h 28m
27/04/2023

Real Estate Investing 101 With Property Powerhouse Ruth Krumbhaar

In this episode, host Cathy Curtis, CFP® interviews Ruth Krumbhaar, a successful therapist, coach, and part-time real estate investor who has built a reliable source of passive income through her investments. Ruth shares the wisdom she’s gained through her experience investing in real estate to help single women who are curious about real estate investing but don’t know where to start.For more information and resources related to this episode, please visit the show notes.

1h 0m
27/03/2023

Here's What Savvy Donors Need to Know About Strategic Charitable Giving

If you're charitably inclined and want to be a more savvy donor, this episode is for you. Cathy shares her tips for determining how much to give to charity, deciding which organizations to support with your donations, and giving strategically to maximize the potential tax benefits.For more information and resources related to this episode, please visit the show notes.

19 min
13/02/2023

Overspending? Here's How to Get Your Spending Habit Under Control This Year

In this episode, Cathy shares her tips and strategies for getting your overspending habit under control once and for all this year. [02:11] What do habits have to do with spending? [03:23] Identifying your biggest spending weakness or weaknesses. [06:05] What are your spending triggers?[08:45] Setting your new budget for the year ahead. [10:32] How to find ways to support yourself in reaching your goal. [16:23] Determining your values and aligning your spending accordingly. [17:33] Download o...

18 min
16/11/2022

The Unexpected Benefits of Working with a Private, Professional Fiduciary with Sara Ecklein

Cathy interviews Sara Ecklein, a private, professional fiduciary and the founder of Trust and Honor, a fiduciary agency. Trust and Honor serves as a partner and compassionate advocate in managing and protecting the personal affairs, property, and assets of clients in the San Francisco Bay area and beyond.[03:45] Sara Ecklein describes the role of a private, professional fiduciary.[09:28] Sara shares why and when someone may seek her services as a private fiduciary and what her intake process ...

52 min

See All (31)

Creator

Cathy Curtis, CFP
Years Active

2020 - 2024
Episodes

31
Rating

Clean
Show Website

Financial Finesse

Financial Finesse

Episodes

6 Pro Tips for Women Buying Cars on Their Own

The Art of Equitable Estate Distribution with Estate Organizer Meg Connell

Mastering Medicare with Boomer Benefits Co-Founder Danielle Roberts

Mastering the Art of Real Estate Staging & Interior Design with Ruth Krumbhaar

Real Estate Investing 101 With Property Powerhouse Ruth Krumbhaar

Here's What Savvy Donors Need to Know About Strategic Charitable Giving

Overspending? Here's How to Get Your Spending Habit Under Control This Year

The Unexpected Benefits of Working with a Private, Professional Fiduciary with Sara Ecklein

About

Information