16 episodes

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.

The Fiscal Feminist Kimberlee A. Davis

    • Investing
    • 4.9, 9 Ratings

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.

    The Big Reveal: Hidden Financial Risks and How to Protect Yourself

    The Big Reveal: Hidden Financial Risks and How to Protect Yourself

    With our busy schedules and juggling so many responsibilities, we often make some significant personal decisions that can have financial consequences that we fail to carefully consider. We can protect ourselves from unanticipated twists and turns in situations with some forethought and planning.

    In the tapestry of life we regularly make decisions as to who we live with whether it is a significant other or a roommate, whether we commingle our assets with our spouses, and how we establish our credit, whether jointly or independently. These decisions are wrapped up in personal relationships and the hidden risks, though not patently obvious, should be considered. As always, an honest, open, and practical approach is the best strategy to be fulfilled personally and to protect your individual financial status.

    Sources:

    United States Census Bureau, 2019: https://bahnsen.co/2VWYvqj

    Marriage and Cohabitation in the U.S.: https://bahnsen.co/2ZRLorh

    Key findings on marriage and cohabitation in the U.S.: https://bahnsen.co/2Z85dLS

    National Health Statistics Reports: First Premarital Cohabitation in the US: https://bahnsen.co/2VYfNmZ

    Cohabitation Property Rights for Unmarried Couples: https://bahnsen.co/3gJNLDH

    Lewitt Hackman: https://bahnsen.co/38KC1Os

    Money Crashers: https://bahnsen.co/3fcW6z5

    Premarital Cohabitation and Dividing Assets During your divorce: https://bahnsen.co/2VYf1q5

    Common Law Marriage by State: https://bahnsen.co/2AEi6Uz

    5 things all roommates need to know about renter’s insurance: https://bahnsen.co/2ZRMgw3

    Commingled Property: What it is & How it will impact your divorce: https://bahnsen.co/31YnCwO

    Get Married, But Keep Your Credit Separate: https://bahnsen.co/3e5VnhP

    Examining the Relationship Between Financial Issues and Divorce: https://bahnsen.co/3ebuk4E

    Links mentioned in this episode:

    TheBahnsenGroup.com
    TheFiscalFeminist.com

    • 22 min
    Let's Declare Our Own Financial Independence Day!

    Let's Declare Our Own Financial Independence Day!

    There is no real “absolute” definition of financial independence. Some people may think it means retiring at 40 but that is a very myopic view of it. Rather, I would like to define “financial independence” to mean the ability to live without financial fear during the roller coaster ride of life because you are prepared enough to deal with life’s ups and downs without going into debt, sacrificing and skimping on necessities. It is the ability to live your life as you desire within reasonable parameters, to be able to breathe. It doesn’t mean you never have to work another day in your life, but it does mean you have the freedom to pivot by quitting a job you don’t like, going back to school, starting a new business, or pursuing a new course in life without major upheaval. Freedom to choose, to have options.

    Links mentioned in this episode:

    TheBahnsenGroup.com
    TheFiscalFeminist.com

    • 24 min
    How did your investment portfolio perform during the Covid-19 Crisis?

    How did your investment portfolio perform during the Covid-19 Crisis?

    The past few months have been a real roller coaster ride in the stock market. Many people are fearful of the volatility in the stock market and are irrationally driven by fear to cash out of their strategy and become less inclined to invest in the future. In a March 2020 survey, over one third of adults reported that they were less likely to invest in the stock market based on what they knew about the coronavirus. Only 12 percent of respondents said they were more likely to invest. Hmmmm…. I think these statistics demonstrate panicked and NOT prudent decision making.

    Check out this week's Fiscal Feminist blogpost for more on this important topic.

    Links mentioned in this episode:

    TheBahnsenGroup.com
    TheFiscalFeminist.com
    Sources:
    Get Smarter About Money: https://www.getsmarteraboutmoney.ca/resources/covid-19-and-your-money/market-volatility-and-investor-behaviour/
    Hartford Funds (charts): https://www.hartfordfunds.com/investor-insight/client-seminars/beyond-investment-illusions/reactions-to-volatility.html
    RBC: https://www.rbcgam.com/en/ca/learn-plan/investment-basics/understanding-the-relationship-between-volatility-and-returns/detail
    Capital Group: https://www.capitalgroup.com/advisor/ca/en/insights/content/articles/volatility-the-long-term-investors-unlikely-ally.html
    Investopedia: https://www.investopedia.com/terms/v/volatility.asp
    Forbes: https://www.forbes.com/sites/jamiehopkins/2019/10/30/4-ways-to-manage-sequence-of-returns-risk/#a2de07927eb9
    Investopedia: https://www.investopedia.com/terms/s/sequence-risk.asp
    Blackrock: https://www.blackrock.com/pt/literature/investor-education/sequence-of-returns-one-pager-va-us.pdf
    Investopedia: https://www.investopedia.com/investing/importance-diversification/
    Schwab: https://www.schwabmoneywise.com/public/moneywise/essentials/the_advantages_of_diversification
    US News: https://money.usnews.com/investing/investing-101/articles/why-diversification-is-important-in-investing
    Money Co...

    • 18 min
    Raiding Your Retirement Savings – is this EVER a good idea?

    Raiding Your Retirement Savings – is this EVER a good idea?

    As we all know, life is far from linear and sometimes things happen unexpectedly that totally disrupt our flow and require some creative thinking to address. You know the saying, “desperate times call for desperate measures.” Dipping into one’s retirement savings qualifies as a “desperate measure” and sometimes we might think there is no alternative.

    Links mentioned in this episode:

    TheBahnsenGroup.com
    TheFiscalFeminist.com

    • 17 min
    The She-Cession: The Facts, The Effects and The Solutions

    The She-Cession: The Facts, The Effects and The Solutions

    The coronavirus pandemic has caused people throughout the country to suffer financially due to job losses. The Bureau of Labor Statistics shows that unemployment has risen more acutely for American women than men with an even bleaker picture for women of color. The Covid-19 crisis has highlighted the consequences of gender and racial inequities in the workforce, with women being particularly vulnerable on several fronts to the pandemic’s aftermath.

    Links mentioned in this episode:

    TheBahnsenGroup.com
    TheFiscalFeminist.com

    • 14 min
    Evaluating your Financial Freedom vs Your Career Path

    Evaluating your Financial Freedom vs Your Career Path

    During this time of the Covid-19 pandemic with the disruption of businesses, new and different work routines, and widespread job loss, many may be re-evaluating their professional pursuits. Some may be questioning how much job security they had during the pandemic, others may be questioning whether they were fulfilled by their job now that their daily life has changed and they have had the opportunity to look at it from a different lens. In any event, settling on a career choice that is fulfilling and, also, provides financial security is often a challenge during any time.

    Links mentioned in this episode:

    TheBahnsenGroup.com
    TheFiscalFeminist.com

    • 13 min

Customer Reviews

4.9 out of 5
9 Ratings

9 Ratings

French_inoc ,

Amazing and Pure Inspiration

Kimberlee Davis is a true inspiration to all women! Her platform is amazing and I want to say thank you for everything she teaches us! I recommend The Fiscal Feminist 200%!

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