Send us a text Are money matters causing tension in your relationship? You're certainly not alone. Money is often cited as the number one reason for conflict in relationships. It's a topic that's fraught with emotion, history, and often, misunderstanding. And that’s where awesome financial professionals like Ed Coambs come in. Ed is a former firefighter turned Certified Financial Planner (CFP®), certified financial therapist, and licensed marriage and family therapist associate. With over two decades of experience and as the founder of Healthy Love & Money, Ed is an expert in resolving con ..read more

Send us a text We’re delighted to sit down with Brian James, a seasoned Divorce and Family Mediator based in Chicago with offices across Chicagoland and Southeastern Wisconsin. As the founder and lead mediator at C.E.L. & Associates, Brian brings over two decades of experience to his practice and has dedicated his career to helping families navigate divorce and domestic conflicts. He’s here today to talk about the mediation process, highlighting its benefits, misconceptions, and how it differs from traditional litigation. Throughout our conversation, he shares some of the unique challenge ..read more

Send us a text This week’s guest is Carolyn Howard, a certified financial planner and senior wealth manager at Accurate Advisory Group, as well as one of our Purse Strings-approved professionals. Having personally navigated the challenges of widowhood, she brings invaluable expertise to those facing the same difficult path. After her late husband fell ill and passed away within just ten months, Carolyn faced profound grief and a sense of paralysis, even with her extensive financial knowledge. This experience fueled her passion for helping other families navigate similar situations.  Today ..read more

Send us a text Jodie Stauffer, CFP® is the founder and lead financial planner at Parallax Planning & Wealth Inc, and one of our Purse Strings-Approved Professionals! She specializes in working with women and is particularly passionate about working with ADHD and neurodiverse clients. Today, she’ll share her personal journey with ADHD and how it has shaped her unique approach to financial planning. Diagnosed with ADHD in her mid-thirties, Jodie has spent years researching and understanding her diagnosis. This experience inspired her to create a financial planning method that prioritizes und ..read more

Send us a text We’re so excited to welcome Chelsea Scomak, CFP® to the show! Chelsea is the CEO and advisor of Via Brio Advising and a Purse Strings Approved Professional. Her approach to financial planning is anything but ordinary. We love how she integrates personal coaching into her practice to help clients develop financial awareness and align their strategies with their lifestyle goals through highly personalized planning. In our conversation, Chelsea shares some stories of women who have successfully transitioned from their 9-to-5 jobs to running their own businesses with her guidance. S ..read more

Send us a text Our guest this week is the lovely Lauren Rosberg, MA CFP® CRPC® CDFA® AEP®, financial advisor and Purse Strings Approved Professional. As a financial professional and mother of four, she has some great tips to share with us today about nurturing financial literacy in kids. We also get to know a little more about her career, money story, and passion for helping women in the financial field.  Here’s some of what we discuss in this episode: 0:00 – Intro 1:04 – Lauren’s financial planning background 4:54 – Lauren’s money story 11:27 – Making money conversations fun for your ch ..read more

Send us a text In celebration of Barb’s 65th birthday, we gathered a small group of her peers- Maggie Weiss, Karen Van Maldegiam, and Geri Bresnahan- who are all 65. Approaching this milestone often comes with a ton of questions about Social Security, Medicare, retirement, and more. That’s why we’ve also invited Koren Vining, a financial planner, certified Social Security Claiming Strategist, and retirement counselor, onto this episode to help us make sense of it all. From understanding the intricacies of Medicare to maximizing Social Security benefits, Koren breaks down complex concepts into ..read more

Send us a text We’re excited to have Philip Weiss, CFA, CPA, RLP®, founder of Apprise Wealth Management and Purse Strings-approved professional, with us today. His journey into the world of finance and dedication to serving the female market is nothing short of inspiring, and we love his holistic approach to financial planning.  Phil's dedication to helping others is deeply rooted in his personal experiences. Today, a significant portion of Phil's client base consists of women facing new beginnings, such as divorce, widowhood, or retirement. He finds that life planning is particularly ben ..read more

Send us a text Today on Women and Money, we have Gabrielle Mollick, CFP®, CSRIC®, with us. Gaby is a financial advisor at Mercer Advisors in Denver, Colorado, and a Purse Strings-approved professional. We’re so excited to have her on the show today to share her passion for empowering women to build financially fearless futures. Gaby has a powerful story, watching her parents’ commitment to education, hard work, and intentional financial choices from a young age. However, following the unexpected passing of her father, she and her family faced challenges due to an absence of proper end-of-life ..read more

Send us a text Today we have the pleasure of sitting down with Andie Kramer, lawyer, author, advocate, and founding member of ASKramer Law, LLC. Over the years, she has written and spoken extensively about gender biases in the workplace alongside her husband, Al Harris. We’re excited to have her on the show today to share insights from her books Breaking Through Bias, It’s Not You, It’s the Workplace, and Beyond Bias.   Here’s some of what we discuss in this episode: 0:00 – Intro 1:08 – Andie’s journey to writing books for women in the workplace 9:38 – Self-awareness and confidence-buildi ..read more