Her Wealth: Unscripted

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Welcome to Her Wealth: Unscripted — real conversations about money, life, and the moments that change everything. Hosted by the women of Sorelle Wealth Partners, Susan Jones and Sara Gelsheimer, this podcast is for women navigating life’s transitions: divorce, widowhood, retirement, business ownership, caregiving, and second acts. We talk about the financial decisions that come with real life — with honesty and compassion. No jargon. No scripts. Just steady guidance to help you align your wealth with what matters most. Because it’s more than numbers — it’s the life they make possible. Subscribe for new episodes, practical insights, and meaningful conversations.

  1. 1 NGÀY TRƯỚC

    Investing in Volatile Markets: Staying the Course When It’s Hard

    Market volatility can feel like turbulence on a flight—uncomfortable, scary, and enough to make you grip the armrests. However, just as turbulence doesn't mean the plane is going down, market fluctuations are often simply the "cost of admission" for achieving long-term returns. In this episode of Her Wealth: Unscripted, Susan Jones and Sara Gelsheimer dive deep into the psychology of investing during uncertain times. They discuss the hidden dangers of "sitting in cash" and share compelling data on why missing just a few of the market's best days can drastically impact your retirement nest egg. Whether you are a seasoned investor or just starting your accumulation journey, this conversation provides the technical and emotional grounding needed to turn market fear into a long-term opportunity. You’ll learn: The Cost of Admission: Why volatility is an inseparable part of outperforming inflation over time.The "Right Twice" Trap: Why timing the market requires being right when you sell and when you buy back in—a feat even professionals rarely master.The Power of Presence: How missing only 10 to 20 of the best trading days over a 20-year period could cut your potential returns by more than half.Cash Isn't Risk-Free: The "gut punch" reality of opportunity cost when leaving assets in cash for decades.Diversification as a Sleep Aid: How asset allocation across sectors and global markets provides stability when domestic markets struggle.The "Advanced Class" Mindset: How to reframe a market dip as a "fire sale" and use systemic investing to buy on discount.Actionable Anxiety Relief: Practical steps to take—and things to stop doing—when you feel the urge to make a rash financial move. Chapters: 00:00 – Welcome to Her Wealth: Unscripted00:57 – Acknowledging the emotions behind turbulent times01:20 – Volatility: The price you pay for returns03:40 – The hidden risks of sitting in cash and the "Roth gut punch"06:41 – The danger of trying to time the market09:01 – The $500k Example: The high cost of missing the best trading days12:12 – Moving to the "Advanced Class": Reframing market dips as sales15:18 – Diversification and understanding Asset Allocation19:59 – The case for Global Diversification and avoiding Home Bias23:28 – When your "Sleep at Night" factor triggers an allocation change26:29 – Practical tips: How to avoid rash decisions during volatility29:59 – Closing: It’s more than numbers, it’s the life they make possible At Sorelle Wealth Partners, we believe that financial clarity leads to confidence. For more insights on navigating complex financial transitions, visit the Sorelle Journal at our website. If market volatility is keeping you up at night, we are here to help you assess your strategy and stay the course. #CompoundInterest #InvestingFacts #RetirementPlanning #StockMarketNews #WealthGap #SorelleWealth

    30 phút

  2. 13 THG 5

    Navigating Career Pivots: From Bedside Nursing to Entrepreneurial Success

    Welcome to Her Wealth: Unscripted, the podcast from Sorelle Wealth Partners where we dive into honest conversations about the intersection of life and money. In this episode, hosts Susan Jones and Sara Gelsheimer are joined by career coach and consultant Ericka Kirschner to discuss the powerful journey of navigating career pivots in midlife. Ericka spent over 28 years in the healthcare industry, moving from high-stress bedside nursing in the neonatal ICU to clinical leadership and eventually healthcare technology. Her journey was shaped by personal seasons—raising children, navigating a divorce, and the necessity of accelerating her earning potential—which ultimately led her to launch her own business. Now, she helps other women, particularly healthcare professionals, find alignment and confidence without "blowing up their lives" in the process. In this episode, you’ll learn: The Myth of Starting Over: Why a career pivot at midlife isn't about starting from scratch, but rather building on your established "superpowers."The Emotional Weight of Healthcare: Understanding the unique stress and 74% burnout rate among nurses and why self-care is a professional necessity.Navigating Life’s Transitions: How Ericka managed the financial and emotional pressures of divorce and parenting while advancing her career.Opening the Door to New Opportunities: Why healthcare professionals are highly valued in industries like tech, IT, and medical devices.Breaking the "Conditioning": Overcoming the belief that you need more degrees or certifications to make a change.Practical First Steps: How to "pay attention to the signals" and use baby steps to explore a new path before taking a major leap. Her Wealth: Unscripted is dedicated to helping women feel more intentional and less overwhelmed in their financial and personal lives. It’s more than the numbers; it’s the life they make possible. ✨ Ready to explore your next chapter? Visit Sorelle Wealth Partners: www.sorellewealthpartners.comConnect with Ericka Kirschner: Visit erickakirschner.com to take her free Career Check-in and explore coaching options. If you’re ready to move from overwhelmed to empowered, our team is here to guide you with clarity and partnership. #CareerPivot #WomenInHealthcare #FinancialWellness #SorelleWealthPartners #HerWealthUnscripted #NursingBurnout #MidlifeTransition #Entrepreneurship

    27 phút

  3. 6 THG 5

    Choosing Your Guide: Key Questions to Ask a Financial Advisor

    Welcome to Her Wealth: Unscripted, the podcast from Sorelle Wealth Partners, where we believe financial decisions are most powerful when they are made with intention and grounded in what matters most to you. In this episode, hosts Susan Jones and Sara Gelsheimer tackle a critical topic: how to pick the right financial advisor. Choosing an advisor is about more than just checking a box; it’s about finding a partner for your long-term financial journey. Many people spend more time researching a new refrigerator than the professional who will guide their financial future. Susan and Sara break down the technical "table stakes" and the emotional connections you should look for to ensure your advisor is truly in your corner. In this episode, you’ll learn: The Fiduciary Standard: Why you must ask if an advisor is a fiduciary 100% of the time, and the difference between the "best interest" and "suitability" standards.Fee Transparency: Understanding the difference between Fee-Only, Fee-Based, and Commission-Based compensation to avoid hidden conflicts of interest.Decoding Credentials: What titles like CFP® (Certified Financial Planner), CFA (Chartered Financial Analyst), and CDFA® (Certified Divorce Financial Analyst) actually mean for your specific needs.The Value of Holistic Planning: Why true financial guidance involves a deep dive into taxes, estate planning, and asset titling, rather than just managing a portfolio.The "No Stupid Questions" Rule: Why your advisor should be able to explain complex strategies in plain English without relying on confusing jargon.Red Flags to Watch For: Why you should "run, not walk" away from anyone guaranteeing market returns or pressuring you into quick decisions. Her Wealth: Unscripted is dedicated to helping women feel empowered and intentional in their lives. Because it’s more than numbers; it’s the life they make possible. ✨ Ready to find the right partnership? Visit Sorelle Wealth Partners: https://www.sorellewealthpartners.com If you are looking for a non-judgmental, technical, and emotionally supportive team, we are here to guide you. #FinancialAdvisor #Fiduciary #WealthManagement #WomenAndMoney #SorelleWealthPartners #HerWealthUnscripted #FinancialPlanning #CFP

    30 phút

  4. 29 THG 4

    The Science of Visualization: Programming Your Brain for Financial Success with Debbi Sluys

    Welcome to Her Wealth: Unscripted, the podcast from Sorelle Wealth Partners where we believe financial decisions are most powerful when made with intention. In this episode, hosts Susan Jones and Sara Gelsheimer sit down with Debbi Sluys, a former child care director turned international speaker and founder of Dare to Declare. Debbi shares her journey from the "dusty, masculine" second floor of a building supply company to creating a global coaching business centered on the transformative power of vision boards. While the concept of "manifesting" is often dismissed as "woo-woo," Debbi grounds the practice in hard data and neuroscience, explaining how visualization is a practical tool for anyone looking to bridge the gap between their current reality and their financial goals. In this episode, you’ll learn: The 42% Rule: Why simply getting your goals out of your head and onto paper makes you 42% more likely to achieve them.The Reticular Activation System (RAS): How to program your brain’s internal filter to scan for opportunities that align with your vision.The Psychology of Saving: Why we often treat our "future self" like a stranger and how visualization makes long-term financial planning feel personal.The Anatomy of a High-Impact Vision Board: Why "chaotic collages" fail and why you need "white space" and a central image of yourself in a happy state to anchor your goals.Paper vs. Digital: Why physical cutting and gluing—the "in the hand, in the heart" process—creates a deeper neurological commitment than a digital app.The Power Word Alternative: A simple starting point for those who feel overwhelmed by a full six-hour vision board retreat. Her Wealth: Unscripted is dedicated to helping women feel more intentional and less overwhelmed in their financial and personal lives. It’s more than the numbers; it’s the life they make possible. ✨ Ready to program your brain for success? Visit Sorelle Wealth Partners: https://www.sorellewealthpartners.comConnect with Debbi Sluys: Visit https://debbisluys.com/ to find free masterclasses, webinars, and the Dare to Declare magazine. #VisionBoards #Neuroscience #FinancialSuccess #WomenAndMoney #HerWealthUnscripted #SorelleWealthPartners #MindsetMatters #GoalSetting

    40 phút

  5. 22 THG 4

    The Tax Side of Divorce: Protecting Your Financial Future

    Navigating a divorce is an emotionally taxing journey, but the long-term financial and tax implications often present a secondary, complex challenge that requires careful strategy. In this episode of Her Wealth: Unscripted, Sarah Gelsheimer sits down with Susan Jones—a tax attorney, CFP®, and Certified Divorce Financial Analyst—to discuss how to protect your assets during and after a marital split. We explore why the timing of your filing status matters, the hidden "tax traps" in keeping the family home, and why $1 million in a Roth IRA is vastly different from $1 million in a traditional IRA. Our goal is to empower you with the technical knowledge needed to make informed decisions during a time of significant personal upheaval. You’ll learn: Why your filing status on December 31st dictates your entire tax year.The reality of "Joint and Several Liability" and why filing jointly isn't always the best move.How the 2018 tax law changes eliminated the "win-win" deduction for alimony.The critical difference between $250k and $500k capital gains exemptions when selling a home.Why keeping the family home might leave you with fewer liquid assets than you realize.How to negotiate the division of estimated tax payments before the papers are signed.The importance of tax projections to avoid an "April Surprise" post-divorce. Chapters: 00:00 – Introduction to Susan Jones and the CDFA Credential 01:45 – Why Women Often Face Greater Risks in Divorce Financials 03:19 – Timing the Split: Deciding When to File 04:14 – The Risks of Joint Tax Liability 05:33 – Post-2018 Alimony Rules and Retirement Impacts 06:44 – Head of Household Status and Child Tax Credits 09:14 – The "Home Trap": Capital Gains and Cost Basis 13:00 – Liquid Assets: Roth vs. Traditional IRAs 16:18 – Managing Estimated Payments and Tax Projections At Sorelle Wealth Partners, we believe that financial clarity leads to confidence. For more insights on navigating complex financial transitions, visit the Sorelle Journal at our website. If you are currently navigating a divorce and need a specialist's eye on your assets, we are here to help. Material prepared herein has been created for informational purposes only and should not be considered investment advice or a recommendation. Information was obtained from sources believed to be reliable but was not verified for accuracy. It is important to note that federal tax laws under the Internal Revenue Code (IRC) of the United States are subject to change, therefore it is the responsibility of taxpayers to verify their taxation obligations.

    20 phút

  6. 14 THG 4

    Rebuilding After the Breakdown: Navigating Transitions with Nervous System Regulation

    Welcome to another episode of Her Wealth: Unscripted, the podcast from Sorelle Wealth Partners where we explore the powerful intersection of life transitions and financial wellbeing. In this episode, hosts Susan Jones and Sara Gelsheimer are joined by nervous system and self-trust coach Amy Kelly to discuss how to move from survival mode into grounded power. When life feels like it’s falling apart—whether due to divorce, burnout, or a major identity shift—the pressure to make big financial and life decisions can be paralyzing. Amy shares her personal journey of rebuilding her life after a divorce at 27, moving across the world alone, and eventually discovering the physiological keys to true recovery. We dive into why traditional "self-care" often isn't enough and how regulating your nervous system is the essential first step before tackling your bank account. In this episode, you’ll learn: The Science of Safety: Why making critical decisions—like selling a house or shifting a career—while in a "fight, flight, or freeze" state can lead to costly mistakes.The "Hold Method" Framework: How to move from overthinking and survival mode into a state of clarity and confidence.Practical Regulation Tools: Amy’s approach to morning rituals, including accessible breathwork, meditation, and building "body belief" through gratitude.Tapping Into Female Intuition: How to quiet the noise of constant busyness and social media to finally hear your own internal guidance.The Power of One Step: Why looking at a "10-step plan" is overwhelming during a crisis, and how to focus on the single next right habit.Identifying Dysregulation: Key signs you are running on empty, from chronic fatigue and "brain fog" to the inability to make simple daily choices. Her Wealth: Unscripted is dedicated to helping women feel more intentional and less overwhelmed in their financial and personal lives. It’s more than the numbers; it’s the life they make possible. ✨ Ready to regulate and rebuild? Visit Sorelle Wealth Partners: https://www.sorellewealthpartners.comConnect with Amy Kelly: https://www.amykellycoach.com/Listen to Amy’s Podcast: Check out Dream Big with Amy for more conversations on self-leadership and authentic living. If you’re navigating a transition and need a partner to help you find your footing, our team is here to guide you with clarity and empathy. #NervousSystemRegulation #WomenAndWealth #LifeTransitions #DivorceRecovery #SelfTrust #SorelleWealthPartners #HerWealthUnscripted #FinancialWellness

    30 phút

  7. 9 THG 4 ·  NỘI DUNG TẶNG THÊM

    Her Wealth: Handling Market Swings – Bonus Episode

    In this quick bonus episode, we break down this week's market "whipsaw." Discover why reacting to daily market swings can be a mistake, understand the brutal math of market timing, and learn how to use anxiety as a signal to review your financial plan instead of acting impulsively. Join us to find out why "time in the market" beats "timing the market."

    7 phút

  8. 8 THG 4

    Gifting with Purpose: Donor Advised Funds & Strategic Giving

    Welcome to Episode 5 of Her Wealth: Unscripted, the podcast from Sorelle Wealth Partners, where women have honest, judgment-free conversations about money, life transitions, and financial decision-making.  In this episode, hosts Susan Jones and Sara Gelsheimer explore the profound impact of philanthropy. While many see charitable giving through the lens of tax planning and financial efficiency, Susan and Sara highlight that true philanthropy starts with a service-oriented heart and clear donor intent.  You’ll learn: Strategic Giving: Why Donor Advised Funds (DAFs) are one of the most flexible tools for receiving an immediate tax deduction while retaining future gifting control. Maximizing Retirement Assets: How to use Qualified Charitable Distributions (QCDs) from your IRA to satisfy your Required Minimum Distribution (RMD) age requirements tax-efficiently. Inheritance & Charity: The benefits of naming a charity as an IRA beneficiary to avoid the "tax burden" on family members. Raising Charitable Children: Practical strategies for instilling a philanthropic mindset in the next generation through family meetings and shared missions. Due Diligence: How to use tools like Charity Navigator to ensure your contributions reach the end cause with minimal administrative waste.  Whether you are looking to simplify your year-end receipts or want to build a lasting family legacy, this episode provides the technical expertise and emotional insight to align your wealth with your values.  Her Wealth: Unscripted is here to support women through every phase of life—without jargon, shame, or overwhelm. ✨ Ready to build a financial plan that evolves with you? Visit Sorelle Wealth Partners: https://www.sorellewealthpartners.com Our team is here to guide you with clarity, partnership, and confidence—because money is more than numbers. It’s the life they make possible.

    27 phút
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Welcome to Her Wealth: Unscripted — real conversations about money, life, and the moments that change everything. Hosted by the women of Sorelle Wealth Partners, Susan Jones and Sara Gelsheimer, this podcast is for women navigating life’s transitions: divorce, widowhood, retirement, business ownership, caregiving, and second acts. We talk about the financial decisions that come with real life — with honesty and compassion. No jargon. No scripts. Just steady guidance to help you align your wealth with what matters most. Because it’s more than numbers — it’s the life they make possible. Subscribe for new episodes, practical insights, and meaningful conversations.

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    Produced by PodTechs
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    Her Wealth: Unscripted