『Graceful Investor』のカバーアート

Graceful Investor

Graceful Investor

著者： Tasia Bade
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Graceful Investor is the go-to show for women ready to take control of their financial future, build real wealth, and feel confident with money. Hosted by Tasia, every episode breaks down investing concepts in plain English, tackles the money mindset blocks that hold women back, and gives you the practical tools to start building wealth on your own terms. Whether you're paying down debt, learning to invest for the first time, or scaling a portfolio that funds the life you actually want, this is the conversation you've been waiting for. Stop sitting on the sidelines. Your financial future is waiting. Hit subscribe, drop a comment with the first debt you're tackling, and let's build it together. DISCLAIMER The content shared on this podcast is for educational and informational purposes only and should not be considered financial, legal, or investment advice. The host is not a licensed financial advisor. All investments carry risk, including the potential loss of principal. Please consult a qualified financial professional before making any investment decisions.Copyright 2026 Tasia Bade 個人ファイナンス 経済学
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  • The Private Investing Playbook Most Women Never Learn: Angel Deals, Funds & Red Flags

    The Private Investing Playbook Most Women Never Learn: Angel Deals, Funds & Red Flags
    2026/05/20

    Annie Belanger spent her career inside Wall Street, hedge funds, and Blackstone. Now she teaches women what she wishes she'd known sooner — and in this episode, Tasia walks through the real playbook for angel investing, due diligence, and private markets.

    Subscribe to Graceful Investor for weekly conversations that help women take the co-pilot seat in their financial lives.

    Annie's first angel investment came at 38, after decades inside institutional finance — and she still made the classic mistake of investing too much in a single early-stage company. She uses that story to break down the single most important rule of angel investing: what she and Tasia call "pizza money." Only invest what you can afford to lose entirely. She walks through why married-cofounder teams carry unique risk, what the cap table tells you about a founder's long-term skin in the game, and why transparency under questioning separates serious founders from the ones who will go quiet when things get hard.

    Tasia shares her own portfolio structure — 10 percent of investible assets in private investing, split between direct angel deals and fund-LP positions — and the two of them dig into why funds (with their audited financials and professional due diligence) offer a different risk profile than single-company bets. Annie introduces SPVs (special purpose vehicles) as the on-ramp for smaller investors, and discusses how platforms like Play Money allow women to enter private deals at $500 to $2,000 minimums while still getting K-1 tax documents and real deal flow.

    The middle of the episode turns to the questions every woman should ask a financial advisor: Are you a fiduciary one hundred percent of the time? How are you compensated? Is your investment platform agnostic, or are you steering me into your firm's own products? Annie explains why "agnostic" matters — it means your advisor can select the best manager in every asset class rather than defaulting to in-house funds where the fee structure benefits the firm.

    Tasia and Annie close on the emotional reality behind all of this. The World Economic Forum figure Annie cites — women married to men the same age outlive them by an average of eight years — is the quiet reason these conversations matter. Annie's frame: become a co-pilot, not a passenger. Tasia's frame: you don't have to ask permission. Both are saying the same thing in different words. These are your assets. Learning is never too late. Abundance for women is abundance for all.

    TIMESTAMPS

    0:00 - Intro

    1:17 - Why Annie started teaching women about investing

    2:10 - Annie's first angel investment at 38

    8:35 - What "pizza money" really means

    11:01 - Red flags in private deals: cofounders, cap tables, transparency

    14:42 - SPVs and getting into private markets at lower minimums

    17:05 - What investor updates should look like (Womaness case study)

    20:50 - Inside The Abundance Collective

    34:27 - How to talk to your partner about money

    39:12 - The questions every woman should ask a financial advisor

    46:50 - The 8-year life expectancy gap and why learning is never too late

    DISCLAIMER

    The content shared on this channel is for educational and entertainment purposes only and should not be considered financial, legal, or investment advice. Always consult with a qualified financial professional before making investment decisions. The host is not a licensed financial advisor. All investments carry risk, including the potential loss of principal.

    CONNECT WITH GRACEFUL INVESTOR

    https://gracefulinvestor.com/

    https://www.instagram.com/gracefulinvestor/

    #GracefulInvestor #WomenInvesting #AngelInvesting #PrivateEquity #WealthBuilding
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    50 分
  • The Charitable Account That Grows Your Money Tax-Free Before You Give It Away

    The Charitable Account That Grows Your Money Tax-Free Before You Give It Away
    2026/05/20
    Most women have never been told you can grow charitable capital tax-free before giving it away — Kim Moeller breaks down exactly how.Subscribe to Graceful Investor for weekly strategies that help high-net-worth women build, protect, and deploy wealth with confidence.In this episode, Tasia sits down with Kim Moeller — Area Director for San Diego at the National Christian Foundation and a leader at Impact Foundation — to unpack two financial vehicles most women have never been walked through: the donor-advised fund and the impact investment account. Kim explains donor-advised funds as a "charitable checking account," a structure that lets you claim a deduction up to 60% of adjusted gross income the year you fund it, then decide later — sometimes years later — exactly which nonprofits receive the money. Once funds enter the DAF, the tax deduction is locked in, the money is no longer yours to reclaim, and the pressure of giving by December 31 disappears.The conversation then moves into Impact Foundation, which Kim describes as the investment side of the same charitable ecosystem. Instead of granting DAF funds to nonprofits, you can deploy them into vetted private companies with spiritual, social, or economic impact — with a $25,000 minimum that opens up private deals typically reserved for $250,000-plus checks. Kim explains how Impact Foundation pools capital across multiple donors to meet institutional minimums, how a 3% origination fee works, and why returns on those investments flow back into your impact account tax-free, ready to redeploy into the next company or grant out to charity.One of the most practical segments covers pre-sale gifting — the strategy where business owners or property owners transfer a percentage of their asset to NCF before the sale is negotiated. Because the charity owns that percentage at the time of sale, the corresponding long-term capital gains tax on that portion is eliminated or dramatically reduced. Kim references Alan and Katherine Barnhart, who gifted nearly their entire crane company to NCF early in its growth and now direct more than a million dollars monthly toward global missions. Kim is clear she's not a tax advisor and that this strategy must be coordinated through your CPA — but the framework is the piece most women have never heard laid out.The episode closes on The Table, a seven-week cohort Kim co-facilitates through Impact Foundation. Fifteen women each commit $10,000 of charitable capital — $150,000 in pooled funds — hear pitches from five vetted companies and funds across five weeks, then vote collectively on how to allocate. Kim walks through the financial questions women should ask during a pitch: trajectory, leadership, prior returns, geopolitical risk if the company is overseas. She also shares an example from Masaka Creamery in Rwanda, where 90% of employees are deaf, as a case study in what lower-risk impact investing looks like in practice.This is a foundational episode for any woman who is charitably inclined, expects to receive capital through the wealth transfer already underway, or wants a structured way to enter private investing with less personal risk. Kim also touches on multi-generational succession — how donor-advised funds pass to heirs — and why working with a financial advisor who understands charitable giving is the non-negotiable first step.TIMESTAMPS0:00 — Meet Kim Moeller: NCF, Impact Foundation, Women Doing Well2:55 — Why Financial Language Isn't Meant to Intimidate Women4:57 — Donor-Advised Funds Explained as a Charitable Checking Account7:47 — Impact Foundation: $25K Minimum, Private Deal Access10:39 — Cap Tables, Pooled Capital, and How Minimums Actually Work18:05 — Faith-Based and Secular Investors Both Welcome at Impact22:25 — The Pre-Sale Gifting Strategy That Reduces Capital Gains25:16 — The Barnhart Example: Gifting a Company Before the Growth33:42 — The Table: How 15 Women Pool $150K and Vote on Deals34:50 — Financial Questions to Ask During an Impact Pitch35:53 — Two Mindsets: The Careful Steward vs. The Generous Risk-Taker36:40 — Passing a Donor-Advised Fund to Your Heirs37:00 — Advice for Women New to Private and Impact InvestingDISCLAIMERThe content shared on this channel is for educational and entertainment purposes only and should not be considered financial, legal, or investment advice. Always consult with a qualified financial professional before making investment decisions. The host is not a licensed financial advisor. All investments carry risk, including the potential loss of principal.LINKS & RESOURCESNational Christian Foundation — https://www.ncfgiving.com/Impact Foundation — https://www.impactfoundation.org/Women Doing Well — http://womendoingwell.org/Barnhart Crane story on YouTube — https://www.youtube.com/playlist?list=PLy-6baoBbnFnotTpsIVBxjxKUpsxjKGX0#GracefulInvestor #WomenInvesting #DonorAdvisedFund #ImpactInvesting #WealthTransfer
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    39 分
  • What Every Woman Should Know About Money Before, During, and After Divorce

    What Every Woman Should Know About Money Before, During, and After Divorce
    2026/05/20

    Divorce attorney Drew Soshnick has helped thousands of women protect their wealth through high-net-worth divorce cases. Subscribe for more on investing and financial independence.

    Tasia sits down with Drew Soshnick, a matrimonial law attorney with 38 years of experience across four states, to break down what every woman needs to know about protecting her finances during and after divorce. Drew reveals the hidden assets most women never think to look for, explains how business valuations actually work, and shares the financial mistakes that cost women the most in settlement negotiations.

    WHAT YOU'LL LEARN

    -- The hidden assets your spouse may have that don't show up on bank statements (crypto wallets, private equity, retained business earnings, gambling accounts, Venmo balances)

    -- How business valuations work in divorce and why 'pillow talk' numbers are almost never accurate

    -- What a prenuptial agreement actually protects and three ways a business can still factor into your settlement even with a prenup

    -- Why child support and alimony are now tax-free, but lenders still will not count them as income for credit cards or mortgages

    -- Drew's three non-negotiables for choosing a financial advisor during divorce and why you should trust your gut about leaving the family advisor

    -- How to build a realistic post-divorce budget and why the advice 'go slow' on big financial decisions could save your future

    -- What percentage of your portfolio should go toward private investing after divorce (Drew recommends 0-10%)

    Drew Soshnick is a partner at Faegre Drinker specializing in high-net-worth matrimonial law. He is licensed in Indiana, Colorado, New York, and Minnesota and has nearly four decades of experience representing women through complex divorce cases involving business valuations, private investments, prenuptial agreements, and asset division.

    In this episode, Drew and Tasia discuss how the legal discovery process works, including interrogatories and document requests that compel full financial disclosure under oath. Drew explains the three approaches to business valuation: market approach, income approach, and asset approach, and why hiring a qualified business valuation analyst is critical. They also cover how separate property laws and commingling rules vary by state, how retained earnings can be used to calculate child support, and why women who go through divorce are often targeted by predatory investment pitches.

    Tasia shares her three-pillar framework for women rebuilding financially: get your financial house in order first, then build a stock market portfolio that generates annual income, and only then explore private investing as a third and final step.

    TIMESTAMPS

    0:00 - The Truth About Business Value in Divorce

    0:55 - Meet Drew: Inside High-Net-Worth Divorce Cases

    2:04 - Why Money Feels Overwhelming During Divorce

    3:46 - What Women Actually Know About Their Finances

    6:31 - Confidence Is the Real Gap

    7:39 - Rebuilding Financial Confidence Step by Step

    9:43 - The Assets Most Women Don’t Know Exist

    13:22 - How Wealth Has Changed and Why It Matters

    16:28 - How You Actually Find Hidden Assets

    18:37 - How Businesses Are Really Valued

    21:55 - Why “Pillow Talk” Numbers Are Wrong

    25:21 - Prenups, Commingling, and What Still Counts

    29:38 - Income You Might Be Missing

    32:27 - What Life Looks Like After Divorce

    36:34 - Choosing a Financial Advisor You Trust

    41:29 - Protecting Your Money During Divorce

    44:11 - Building a Realistic Post-Divorce Budget

    50:00 - Why You Should Slow Down Big Decisions

    52:28 - How Much Risk to Take With Investments

    55:07 - The 3 Pillars of Post-Divorce Wealth

    DISCLAIMER

    The content shared on this channel is for educational and entertainment purposes only and should not be considered financial, legal, or investment advice. Always consult with a qualified financial professional before making investment decisions. The host is not a licensed financial advisor. All investments carry risk, including the potential loss of principal.

    FIND TASIA HERE:

    https://gracefulinvestor.com/

    @gracefulinvestor

    #GracefulInvestor #WomenInvesting #DivorceFinance #WealthBuilding #PrivateInvesting
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    58 分
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