Women & Wealth

Welcome to the Women & Wealth podcast brought to you by Regina McCann Hess, a CFP with over two decades of experience. This show is for professional women who want guidance in working towards their Retirement Vision – learning, building, planning, striving for your dreams and putting the work in now so that you can pursue your Financial Independence.You can watch the Founder's video Regina created for you to learn more about her and how she can guide you towards your financial independence at www.forgewealth.com.* The information in this podcast is educational and general in nature and does not take into consideration the listeners' personal circumstances. Therefore, it is not intended to be a substitute for specific individualized financial, legal or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision.Securities offered through LPL Financial, member FINRA/SIPC. Investmen

Women & Wealth is a business podcast hosted by Regina Hess, with 100 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Regina Hess hosts Women & Wealth, a business show with 100 episodes published.

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  Women & Wealth

  10 Things You Should Know About Retirement

  Aug 12, 202618 min

  Retirement planning is about more than reaching a savings goal. It also means preparing for healthcare costs, changing income needs, housing decisions, relationships, purpose, and the transition into a completely different stage of life. This week, Regina shares 10 important things to consider before retirement, including how to budget for a longer life, understand your income sources, prepare for healthcare expenses, manage debt, and plan for required minimum distributions. She also explains why the emotional and personal sides of retirement matter just as much as the financial ones. From creating a daily routine and maintaining social connections to updating your legal documents and finding purpose beyond work, a successful retirement requires planning for the life you actually want to live. Episode Highlights: 0:00 - Welcome to Women and Wealth 0:45 - 10 things to know about retirement 1:54 - Budgeting for longevity and inflation 2:55 - Understanding your retirement income sources 4:15 - Planning for healthcare and long-term care costs 5:12 - Managing debt before retirement 6:34 - Required minimum distributions and Roth conversions 7:34 - Making the shift from saving to spending 9:31 - Keeping legal documents and beneficiaries updated 11:05 - Downsizing, relocating, and aging in place 11:53 - Creating a healthy daily routine 13:54 - Finding purpose and identity beyond work 16:53 - Preparing for a fulfilling retirement 17:13 - Closing thoughts and how to connect ABOUT REGINA MCCANN HESS Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money. Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse. As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals. CONNECT WITH REGINA Website: https://www.forgewealth.com LinkedIn: https://www.linkedin.com/in/reginamccannhess/ Facebook: https://www.facebook.com/ForgeWealth Instagram: https://www.instagram.com/forgewealthmanagement/ YouTube: https://www.youtube.com/@ForgeWealth Email: reginahess@forgewealth.com Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. This material was prepared by MFS Fund Distributors, Inc. For a list of states in which I am registered to do business, please visit www.forgewealth.com. MFS Fund Distributors, Inc. is not affiliated with, nor endorsed by LPL Financial, Private Advisor Group, or Forge Wealth Management

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  Women & Wealth

  Motivating Organizations and People with Michelle Kozin

  Aug 5, 202625 min

  Strong leadership matters most when the pressure is high, change feels uncomfortable, and relationships are being tested. This week, Regina sits down with Michelle Kozin, founder and president of Predictive Advisors, to discuss how behavioral science can help leaders navigate those moments. Drawing on more than 20 years of experience in leadership development and organizational change, Michelle explains how self-awareness, curiosity, and diversity of thought can strengthen teams, build trust, and improve performance. They also discuss multigenerational workplaces and Michelle's vision for retirement. Episode Highlights: 0:00 - Meet Michelle Kozin, founder of Predictive Advisors 2:48 - Helping leaders and teams navigate change 6:46 - The head, heart, and briefcase model 9:08 - Building trust in relationship-driven industries 10:42 - Navigating generational change 12:53 - Multigenerational family businesses 14:12 - Why trust cannot be automated 16:23 - The three types of diversity 21:04 - Michelle's vision for retirement 23:19 - Episode wrap-up ABOUT REGINA MCCANN HESS Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money. Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse. As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals. CONNECT WITH REGINA Website: https://www.forgewealth.com LinkedIn: https://www.linkedin.com/in/reginamccannhess/ Facebook: https://www.facebook.com/ForgeWealth Instagram: https://www.instagram.com/forgewealthmanagement/ YouTube: https://www.youtube.com/@ForgeWealth Email: reginahess@forgewealth.com CONNECT WITH MICHELLE Website: https://predictiveadvisors.com/ LinkedIn: https://www.linkedin.com/in/michellekozin/ Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.forgewealth.com

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  Women & Wealth

  SpaceX IPO

  Jul 29, 202618 min

  The excitement surrounding a major IPO like SpaceX can make it feel like you need to act quickly or risk being left behind. But popularity alone does not make an investment right for your portfolio. This week, Regina breaks down the questions to ask before investing in an IPO, including how much risk you can handle, what purpose the investment would serve, and what you may need to give up to make room for it. She also explains how newly public companies can eventually affect your retirement savings through the index funds inside your 401(k). Episode Highlights: 0:00 - Introduction 1:32 - Why hype does not make an investment right for you 3:21 - What an IPO is and why prices can be volatile 4:35 - Preparing for upcoming AI-related IPOs 6:02 - Could you handle a major drop in the stock? 6:54 - What purpose would the investment serve? 7:27 - Understanding the financial trade-offs 8:58 - How IPOs can affect your 401(k) 10:19 - Potential inclusion in the S&P 500 13:26 - AI, investing, and long-term uncertainty 16:13 - Episode wrap-up ABOUT REGINA MCCANN HESS Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money. Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse. As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals. CONNECT WITH REGINA Website: https://www.forgewealth.com LinkedIn: https://www.linkedin.com/in/reginamccannhess/ Facebook: https://www.facebook.com/ForgeWealth Instagram: https://www.instagram.com/forgewealthmanagement/ YouTube: https://www.youtube.com/@ForgeWealth Email: reginahess@forgewealth.com Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. This material was prepared by Snappy Kraken For a list of states in which I am registered to do business, please visit www.forgewealth.com. Hartford Funds is not affiliated with, nor endorsed by LPL Financial, Private Advisor Group, or Forge Wealth Management

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  Women & Wealth

  Public Relations with Michele Treacy

  Jul 22, 202626 min

  Getting your name into the media is about more than having something to promote. It takes a clear message, the right opportunities, and the patience to build trust over time. Regina sits down with public relations professional and former television reporter Michele Treacy to talk about what goes into creating a strong media presence. Michele explains how she helps executives and thought leaders identify the stories worth telling, connect with the right outlets, and become reliable sources journalists return to. They also discuss the difference between earned and paid media, the importance of collaboration, and why meaningful visibility rarely happens overnight. Michele shares her own experience transitioning from television news into public relations, the uncertainty that came with changing careers, and how she learned to trust that her existing skills could lead her somewhere new. Episode Highlights: 0:00 - Welcome and introducing Michele Treacy 1:08 - From television news to public relations 2:49 - Finding the right media opportunities and building a clear message 6:35 - Becoming a trusted source through earned media 10:16 - Why meaningful visibility takes time 13:36 - Michele's work across different industries 17:28 - Navigating a major career transition 21:32 - Building confidence and getting out of your own head 23:22 - Michele's vision for retirement 24:32 - Letting your story and career evolve 25:24 - Episode wrap-up ABOUT REGINA MCCANN HESS Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money. Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse. As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals. CONNECT WITH REGINA Website: https://www.forgewealth.com LinkedIn: https://www.linkedin.com/in/reginamccannhess/ Facebook: https://www.facebook.com/ForgeWealth Instagram: https://www.instagram.com/forgewealthmanagement/ YouTube: https://www.youtube.com/@ForgeWealth Email: reginahess@forgewealth.com CONNECT WITH MICHELE Website: https://mrtcommunications.com/ LinkedIn: https://www.linkedin.com/in/mrtreacy51/ Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.forgewealth.com

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  Women & Wealth

  Financial Impact of Social Media

  Jul 15, 202615 min

  Social media can make it seem like everyone else is earning more, spending more, and living better. But what you see online rarely tells the full story. In this episode, Regina breaks down money dysmorphia, the feeling that you are financially behind even when you may actually be doing just fine. She explains how influencers, algorithms, luxury content, and constant comparison can distort your idea of financial success and quietly affect your spending habits. You'll also learn how to recognize these pressures, create healthier boundaries with social media, and bring your focus back to your own financial goals, values, and progress. Episode Highlights: 0:00 - Introduction 1:48 - Influencers, consumerism, and unrealistic financial comparisons 5:12 - When wealth becomes tied to personal worth 8:03 - How money dysmorphia affects different generations 9:21 - Feeling behind even when your savings are on track 11:01 - Reducing social media's influence on your spending 12:06 - Building financial confidence around your own goals 13:21 - Simple ways to create healthier digital habits 13:52 - Final thoughts and episode wrap-up ABOUT REGINA MCCANN HESS Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money. Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse. As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals. CONNECT WITH REGINA Website: https://www.forgewealth.com LinkedIn: https://www.linkedin.com/in/reginamccannhess/ Facebook: https://www.facebook.com/ForgeWealth Instagram: https://www.instagram.com/forgewealthmanagement/ YouTube: https://www.youtube.com/@ForgeWealth Email: reginahess@forgewealth.com Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. This material was prepared by Hartford funds. For a list of states in which I am registered to do business, please visit www.forgewealth.com. Hartford Funds is not affiliated with, nor endorsed by LPL Financial, Private Advisor Group, or Forge Wealth Management

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