77 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

    • Business
    • 4.9 • 19 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.

    77. Let Go of Your Limiting Beliefs and Embrace Higher Vibrations with Stephanie Hessler

    77. Let Go of Your Limiting Beliefs and Embrace Higher Vibrations with Stephanie Hessler

    Our thoughts are energy, and the way we think about our lives really matters! In this episode, Stephanie Hessler returns to the podcast to talk about all things energy, vibrations, and manifestation. She explains why these concepts are so important for finding purpose, achieving your goals, and even building wealth, and she shares practical steps you can take to start tapping into your intuition and making your own luck. Stephanie and Kimberlee also talk about the importance of overcoming limiting beliefs.
    Episode Recap:
    Today we’re talking about harnessing our energy to manifest our dream life (0:45)What do we mean when we say that everything is energy? (2:22)How to balance intuition with rationality (5:57)Our thoughts are energy, even if we don’t always see it that way (9:30)What is the law of vibration, and how do you change your energetic frequency? (13:39)Try these things if you need to break out of negative thinking (20:08)How do you find faith and joy in your daily life? (28:04)Can we actually make our own luck? (32:44)Here’s how wealth relates to energy (36:54)How to chip away at the limiting beliefs that are holding you back (44:48)Where can we find the time to prioritize mindfulness? (48:26)Where to learn more from Stephanie (56:07)Resources:
    Find every episode of The Fiscal Feminist podcastWatch The Fiscal Feminist episodes on YouTubeSign up to join Kimberlee on the podcast“The Fiscal Feminist” bookWatch the “Your High Performing Self Image” MasterclassJoin the Success Mindset Facebook GroupFollow Stephanie on LinkedIn and YouTube Stephanie Hessler’s Website

    • 59 min
    76. The State of the Real Estate Market in 2024 with Shawn Kaplan

    76. The State of the Real Estate Market in 2024 with Shawn Kaplan

    Are you thinking about buying a house in 2024? This episode is for you! Kimberlee talks with top performing mortgage broker Shawn Kaplan about the state of the real estate market and the most important pieces of information for prospective homebuyers this year. Shawn also shares tips for current homeowners and provides helpful context about interest rates, mortgages, and dealing with real estate in a divorce, breaking everything down into simple advice that even first-time homebuyers can understand.
    Episode Recap:
    Today we’re answering questions about the housing market with Shawn Kaplan (1:00)What was your journey to becoming a top performing mortgage broker? (2:56)Mortgage brokers vs. lenders: What’s the difference? (7:51)Take this step first if you want to buy a house (10:14)What trends are you seeing in the housing market today? (13:12)Should you treat your primary residence like an investment? (17:30)Is now a good time to buy? (20:26)What do you do when interest rates go down? (23:59)How to qualify for a mortgage (25:34)Real estate tips when you’re getting divorced (33:28)Home buying advice in 2024 (42:16)Where to learn more from Shawn (45:15)
    Resources:
    Find every episode of The Fiscal Feminist podcastWatch The Fiscal Feminist episodes on YouTubeSign up to join Kimberlee on the podcast“The Fiscal Feminist” bookVisit Shawn’s websiteFollow Shawn on Instagram, LinkedIn, YouTube, and Facebook

    • 48 min
    75. Top Tips for Women in the Workforce with Career Contessa Lauren McGoodwin

    75. Top Tips for Women in the Workforce with Career Contessa Lauren McGoodwin

    Whether you’re brand new to the workforce or you’ve been working for years, you won’t want to miss this episode with Lauren McGoodwin, CEO of Career Contessa! Lauren has dedicated her own career to empowering other women with educational content, coaching resources, salary transparency, and more. In this episode, she joins Kimberlee to answer some common questions about gender disparity at work, negotiating tips, finding a great company, and starting off your career on the right foot. She also talks about the trends that she thinks will define how we work in the future.
    Episode Recap:
    Today we’re talking with Career Contessa CEO Lauren McGoodwin (1:03)How did you become the Career Contessa? (4:37)Where did you notice gender disparity in your own work experience? (10:35)Common challenges women face in the workforce (14:00)Why is a proactive approach so important for women? (19:05)Stories vs. Data: What matters more for negotiation? (22:13)How to find a company that aligns with your values (26:35)Top tips for young women entering the workforce (29:46)What trends do you expect to define the future of women in the workplace? (33:04)Where to learn more from Lauren (37:02)
    Resources:
    Find every episode of The Fiscal Feminist podcastWatch The Fiscal Feminist episodes on YouTubeSign up to join Kimberlee on the podcast“The Fiscal Feminist” bookCareer Contessa websiteListen to The Career Contessa podcast“Power Moves” by Lauren McGoodwinFollow Lauren on LinkedIn

    • 41 min
    74. Should I Stay or Should I Go? with Kate Anthony

    74. Should I Stay or Should I Go? with Kate Anthony

    How do you know when it’s time for divorce? Kate Anthony knows firsthand how hard it can be to make that decision, so she’s helping countless women answer the age-old question: “Should I stay or should I go?” In this episode, Kimberlee talks with Kate about the reasons why women may struggle to end a marriage, and Kate shares her top tips for deciding when it’s time to leave. They also discuss some common signs of abuse, break down how you can have the divorce conversation and make it stick, and much more. If you’re struggling in your marriage, know that there are resources available to you!
    Episode Recap:
    Today we’re talking with Kate Anthony, creator of the Divorce Survival Guide (1:09)What did you learn from your own divorce? (3:29)Why do so many women struggle to leave a marriage? (8:45)Marriage benefits men and exhausts women (14:48)What advice do you have for women who are preparing for divorce? (19:34)What does gaslighting actually look like? (23:22)Can you share some common trends you’ve noticed around infidelity? (27:06)How can women have the divorce conversation and make it stick? (39:21)Do money concerns often hold women back from divorce? (43:17)Where to learn more from Kate (48:26)Resources:
    Find every episode of The Fiscal Feminist podcastWatch The Fiscal Feminist episodes on YouTubeSign up to join Kimberlee on the podcast“The Fiscal Feminist” bookVisit Kate’s WebsiteListen to the Divorce Survival Guide podcast“The D Word” by Kate AnthonyEnroll in the “Should I Stay or Should I Go” course

    • 54 min
    73. Financial Education for Kids and Teens with Yanely Espinal

    73. Financial Education for Kids and Teens with Yanely Espinal

    Financial wellness isn’t just for adults! In fact, educating kids and teens about personal finance while they’re still in school is extremely helpful for financial success later in life. In this episode, Kimberlee talks with financial educator and advocate Yanely Espinal about the importance of personal finance education and the work she’s doing to make sure it’s accessible to as many kids as possible. Yanely shares tips for talking to your own children about money and also explains how you can advocate for personal finance requirements in your own state. Whether you’re a parent or teacher or just want to learn a few personal finance tips for yourself, you won’t want to miss this episode!
    Episode Recap:
    Today we’re talking with Yanely Espinal about financial wellness and much more (1:03)How did you get interested in financial education? (4:23)Knowledge isn’t everything; you need to have the right mindset, too (9:18)What is the NGPF Mission 2030 Fund, and why is it important? (15:42)Kids need education on topics like crypto and retirement (22:11)How to advocate for personal finance education (29:10)There’s no reason not to support financial education for kids (36:44)Budget is a verb, not just a noun! (43:29)What advice do you have about financial education for girls? (47:08)What’s next after we make financial education accessible? (52:14)Where to learn more from Yanely (57:22)
    Resources:
    Find every episode of The Fiscal Feminist podcastWatch The Fiscal Feminist episodes on YouTubeSign up to join Kimberlee on the podcast“The Fiscal Feminist” bookLearn on the NGPF websiteGet the “Mind Your Money” bookFollow Yanely on Instagram, Facebook, LinkedIn, and YouTube

    • 1 hr 2 min
    72. Market Yourself to Reach New Career Heights with Kanika Tolver

    72. Market Yourself to Reach New Career Heights with Kanika Tolver

    Do you know what your brand is? No matter who you are or what field you work in, you have a specific brand and can market yourself to find new opportunities. In this episode, Kanika Tolver shares valuable advice for making career changes, nailing the job interview process, defining your personal brand, and much more. She also explains why confidence is key to reaching new levels of career success. Kanika is the CEO and founder of Career Rehab LLC and author of “Career Rehab: Build Your Personal Brand and Rethink the Way You Work.” 
    Episode Recap:
    Today we’ll learn how to unlock your career branding with Kanika Tolver (1:01)Can you tell us how you ended up in this industry? (4:06)What is a career brand, and why do people need it? (7:45) Avoid these common mistakes on your resume (10:08)How to market yourself when changing careers (14:06)Can you share some tips for building confidence when making a change? (20:11)What is your process for setting realistic goals? (24:36)What does it look like to market yourself? (31:02)How to ace the interview process (38:40)How personal should you get in an interview? (47:09)What steps should someone take to rebrand themselves? (51:28)Where to learn more from Kanika (55:23)
    Resources:
    Find every episode of The Fiscal Feminist podcastWatch The Fiscal Feminist episodes on YouTubeSign up to join Kimberlee on the podcast“The Fiscal Feminist” book“Career Rehab: Build Your Personal Brand and Rethink the Way You Work” Follow Kanika on Twitter, LinkedIn, Instagram, and YouTube

    • 1 hr

Customer Reviews

4.9 out of 5
19 Ratings

19 Ratings

Danielle Sprouls ,

Informative and relevant podcast!

Kimberlee generously shares her expertise and there are so many great takeaways delivered in each episode. Financial wellness is no laughing matter but she makes it fun to tackle the responsibilities at hand. Her guests are thoughtfully chosen and it’s always a great listen!

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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