The quickest way to lose confidence with money is to ignore the fundamentals. Today’s guest explains how to take control of your financial future, build wealth, and stay aligned with your values.

Takin’ Care of Lady Business Episode 144

In this episode of Taking Care of Lady Business, host Jennifer Justice chats with Catherine Valega, founder of Green Bee Advisory, to dive into the importance of financial literacy, especially for women. Catherine talks about her journey from Wall Street to founding her own firm, and why she’s so passionate about helping others to take charge of their financial trajectories. She shares her background working in government trading, her time at Lehman Brothers, and her mission to support women in finance.

Catherine gets real about the lack of financial education in the U.S., the difference between men and women’s approach to investing, and how she helps women understand personal finance without shame. She explains the importance of being comfortable with risk, making smarter decisions around retirement accounts, and the need for solid tax strategies. She also sheds light on the value of partnering with the right advisor and how to navigate complicated tax and investment scenarios.

In this episode, you’ll learn:

• Why understanding personal finance is crucial

• How to help women to take control of their financial futures without the shame

• Why balancing risk is crucial for long-term growth

  
  

Highlights:

(00:00) Meet Catherine Valega
(03:42) From Wall Street to helping women with money

(06:43) When she realized women were being sidelined

(08:36) Own it cause you're smarter than most of the room

(10:21) Why most people lack financial education

(13:56) Making finance personal, not jargon-heavy

(16:38) Common misconceptions about financial advisors

(20:45) Why women invest too conservatively

(26:28) The huge tax bill waiting in your 401k

(33:00) Three things W2 employees must do now

(36:53) The S-corp trap entrepreneurs fall into

About Our Guest:

Catherine Valega is the founder of Green Bee Advisory, a firm focused on empowering individuals, especially women, to take control of their financial futures. With a background in Wall Street and a passion for financial literacy, Catherine helps clients optimize their wealth while minimizing taxes. She is dedicated to bridging the financial knowledge gap, supporting women’s financial independence, and making complex financial concepts accessible. Catherine is also committed to guiding her clients through smart investment strategies and tax planning for long-term financial success.

Catherine Valega’s LinkedIn: https://www.linkedin.com/in/catherinevalega/

Catherine Valega’s instagram: https://www.instagram.com/powerwealthandtax

Explore Green Bee Advisory: https://www.greenbeeadvisory.com/

About Jennifer Justice and The Justice Dept.

JJ’s LinkedIn: https://www.linkedin.com/in/jennifer-justice-354a0b99

The Justice Dept: https://www.thejusticedept.com/

JJ’s Instagram: https://www.instagram.com/jenniferjusticel/

Newsletter: https://tkolb-newsletter-a50814.beehiiv.com/

The Justice Dept. is a female-focused advisory, consulting, and law firm advocating for female founders, talent, execs, and brands. We represent bo$$ ladies to make them 💰💰.

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This is a Lady Business LLC Production.