36 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 • 13 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.

    How to Become a Fiscal Feminist & Take Charge of Your Money

    How to Become a Fiscal Feminist & Take Charge of Your Money

    Women have been largely overlooked in money conversations and you know the stats, we earn less, live longer, and so much more. We definitely get the short end of the equality stick a lot. So it’s even more important, no, make that critical, that we as women learn how to have fiscal freedom.

    I'll share the must-know money lessons that every woman needs to know and holds your hand through some serious topics like divorce, prenups and postnups, and all those money topics that you’d rather hide from. My message is that you need to become the CEO of your life. Join us for this inspiring episode that feels like a fun information overload, in the best way possible, and a wild ride with Shannah Compton Game. Let’s get talkin’.

    Links mentioned in this episode:


    TheBahnsenGroup.com
    TheFiscalFeminist.com

    • 45 min
    Managing priorities while writing a book | An Interview with The Selfish Gift Podcast

    Managing priorities while writing a book | An Interview with The Selfish Gift Podcast

    Life is always coming at us fast, and that feels especially true when you decide to write a book. You take on this huge, ambitious commitment, and suddenly a home improvement project goes sideways, a family member has a health issue, work-demands become crushing, or some other huge interruption comes along and threatens to pull you off your path. I experienced all of that and more.

    Listen to my talk with Maggie Langrick writer and publisher at Wonderwell Press and host of The Selfish Gift Podcast.

    You will learn:

    Why women need a “financial wake-up call.”
    Why taking control of your finances is one of the most important forms of self-care.
    The five steps to achieving financial freedom.
    How to balance building an author platform and writing a book while working a full-time job.
    How to stay committed to finishing your book when the day-to-day stress of life gets overwhelming.

    Links mentioned in this episode:


    TheBahnsenGroup.com
    TheFiscalFeminist.com

    • 1 hr 12 min
    Crypto, Community, BFF, and Playlists

    Crypto, Community, BFF, and Playlists

    Is Crypto the way forward for women investors or is it style over substance and group think? This has been on my mind lately and I can’t wait for us to dive in together!

    “Fear,” “anxiety,” “inadequacy,” and “dread” are words that 47% of women with at least $25,000 of investable assets associate with financial planning. Women are less comfortable managing their retirement investments and making investment decisions than men. Only a fraction of American women (26%) is investing in the stock market. Why is this the case? Largely, it’s simply an issue of avoidance, fear of the unknown, and a long tradition of lack of financial guidance to, and discussions with, our daughters as they grow up.

    Multiple studies substantiate that when women focus on investing and leave their fears and avoidance at the doorstep, they can be effective in building their wealth through investing without taking on outsized risks and trying to get rich quick.

    Links mentioned in this episode:


    TheBahnsenGroup.com
    TheFiscalFeminist.com

    • 33 min
    Divorce And Your Money | An Interview with Jean Chatzky from HerMoney

    Divorce And Your Money | An Interview with Jean Chatzky from HerMoney

    In today's talk, we discuss the complex relationships that women have with money. How we earn it, how we save it, invest it, and spend it… and those relationships can get even more complex when our personal relationships — specifically, our marriages — come to an end.

    • 48 min
    Feel like you're behind on retirement? An interview with The Money Nerds

    Feel like you're behind on retirement? An interview with The Money Nerds

    In this episode we talk about:


    How my experience as financial advisor led her to become passionate especially about finance for women
    Trying parts of my life that served as financial lessons for her
    Unrealistic expectations around primary breadwinning and motherhood
    How women can shift the conversation around money by addressing finance on the micro and macro levels
    Why women need to be intentional with career choices and realize that good is good enough
    The importance of automation in your finances
    How I advises people that feel like they are too far behind to start investing in their retirement
    Rethinking retirement norms
    Starting the financial conversation with your parents and figuring out the best financial plan for them
    The psychological toll navigating your parents’ finances can take

    • 58 min
    To Prenup or Not to Prenup? An Interview with Katie Gatti

    To Prenup or Not to Prenup? An Interview with Katie Gatti

    Let’s kick this off with an admission: We don’t have a prenup.

    In today’s episode, I’ll tell you why—and why we probably should’ve gotten one.

    We also talk with Kim Davis (former Wall Street attorney, present managing director at the Bahnsen Group, and founder of the Fiscal Feminist) about:

    How the “stay-at-home” spouse can protect themselves financially
    Why the prenup agreement is like an insurance policy for your marriage
    What Kim thinks about joint credit cards
    How much to budget for a prenup
    …and a whole lot more.

    • 38 min

Customer Reviews

4.9 out of 5
13 Ratings

13 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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