28 episodes

The Women’s Investor Community is a place for women to ask all the money and finance questions - especially the ones that feel hard, embarrassing, or complex. 

It's a place to get well-researched, forward-thinking investment ideas that move the world to a better place. And it's a place to let your guard down - to finally feel like you can live in your feminine AND be financially successful.

If you have a personal finance question, please feel free to get in touch. www.dianarichey.com.

About the Host: Diana Richey is a nationally recognized personal finance expert. She is passionate about helping women take control of their finances and invest in conscious companies. As a financial planner and tax lawyer with over a decade of experience, she has represented multinational corporations, investment funds, and high-net-worth individuals on matters ranging from international tax planning to charitable giving to cryptocurrency tax compliance. Diana earned a B.A. with honors from The University of Chicago and a J.D., cum laude, from Boston University School of Law. She is a Certified Financial Planner (CFP®), Project Management Professional (PMP®), trained mediator, and FINRA arbitrator. She sits on the Board of Nature and Culture International, a 501(c)(3) dedicated to preserving wild places. She lives in Jackson Hole, Wyoming with her husband and dog.

LEGAL, INVESTMENT AND TAX NOTICE: This information is not intended to be and should not be treated as legal advice, investment advice or tax advice. The reader should under no circumstances rely upon this information as a substitute for obtaining specific legal or tax advice from their own legal or tax advisors.

The Women's Investor Community Podcast Diana Richey

    • Business
    • 4.2 • 5 Ratings

The Women’s Investor Community is a place for women to ask all the money and finance questions - especially the ones that feel hard, embarrassing, or complex. 

It's a place to get well-researched, forward-thinking investment ideas that move the world to a better place. And it's a place to let your guard down - to finally feel like you can live in your feminine AND be financially successful.

If you have a personal finance question, please feel free to get in touch. www.dianarichey.com.

About the Host: Diana Richey is a nationally recognized personal finance expert. She is passionate about helping women take control of their finances and invest in conscious companies. As a financial planner and tax lawyer with over a decade of experience, she has represented multinational corporations, investment funds, and high-net-worth individuals on matters ranging from international tax planning to charitable giving to cryptocurrency tax compliance. Diana earned a B.A. with honors from The University of Chicago and a J.D., cum laude, from Boston University School of Law. She is a Certified Financial Planner (CFP®), Project Management Professional (PMP®), trained mediator, and FINRA arbitrator. She sits on the Board of Nature and Culture International, a 501(c)(3) dedicated to preserving wild places. She lives in Jackson Hole, Wyoming with her husband and dog.

LEGAL, INVESTMENT AND TAX NOTICE: This information is not intended to be and should not be treated as legal advice, investment advice or tax advice. The reader should under no circumstances rely upon this information as a substitute for obtaining specific legal or tax advice from their own legal or tax advisors.

    Q&A: How Do I Help My Son With His Debt?

    Q&A: How Do I Help My Son With His Debt?

    A listener writes: My 28-year-old son can't seem to get his head above depression about debt. It saddens me, and I'm hoping he can connect with other people who have overcome financial hardship.

    This episode breaks down what we can -- and cannot -- do for loved ones who are struggling with money.

    • 10 min
    Q&A: Should I Choose the Roth or Traditional 401(k) at Work?

    Q&A: Should I Choose the Roth or Traditional 401(k) at Work?

    A listener asks: For work, I have the option of a traditional 401(k) and a post-tax 401(k). How do I determine which one is right for me?

    The answer is: It depends. This episode breaks down three ways to think about the Roth vs. Traditional 401(k), along with two bonus considerations for Roth IRAs.

    • 22 min
    Reminder: Quarterly Estimated Tax Payments Due This Monday

    Reminder: Quarterly Estimated Tax Payments Due This Monday

    Just a quick reminder!

    • 2 min
    Reminder: Roth IRA Contributions for 2023 Due April 15

    Reminder: Roth IRA Contributions for 2023 Due April 15

    Reminder: Monday, April 15, 2024 is the deadline to make your Roth IRA contributions for 2023. Now is also a great time to make your contributions for 2024.

    https://medium.com/@dianawinterrichey

    https://www.irs.gov/newsroom/tax-relief-in-disaster-situations

    • 4 min
    Q&A: How Do I Find A Financial Advisor?

    Q&A: How Do I Find A Financial Advisor?

    A listener asks: What combination of letters should I be looking for as I'm trying to find some kind of financial advisor / tax planner / some-title-I-don't-actually-know?

    This episode talks about the financial planning industry generally and walks through five places you might look for holistic, proactive advice.

    https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1&

    https://www.cascade.cpa/

    • 27 min
    Reminder: Federal Income Tax Return and Payment Due April 15

    Reminder: Federal Income Tax Return and Payment Due April 15

    Reminder: Monday, April 15, 2024 is the deadline to file (or extend) your 2023 federal income tax return and to pay any taxes owed.

    https://www.irs.gov/newsroom/tax-relief-in-disaster-situations

    • 5 min

Customer Reviews

4.2 out of 5
5 Ratings

5 Ratings

Top Podcasts In Business

The Ramsey Show
Ramsey Network
REAL AF with Andy Frisella
Andy Frisella #100to0
Planet Money
NPR
Money Rehab with Nicole Lapin
Money News Network
The Prof G Pod with Scott Galloway
Vox Media Podcast Network
Marketplace
Marketplace