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The end of the year is your moment to take control of your money, not scramble over taxes.

This week, we sat down with Carolyn Rowland, CFP®, EA, Partner and Financial Advisor at Resilient Wealth Planning. Carolyn combines tax smarts with long-term financial planning to help women feel calm, confident, and in charge of their money.

In this episode, Carolyn breaks down the simple year-end moves that can make a major difference for your future, without the stress or confusion. She shares how to make your taxes work for you, the key deadlines that matter before December 31, and why small, consistent steps are the true secret to wealth building. If you’re ready to finish 2025 strong, tune in to hear Carolyn’s strategy that sets you up for 2026 success.

01:02 Meet Carolyn Rowland

04:45 Pre-Tax vs Roth: Which is right for you?
09:05 Year-End Fixes That Boost Your Retirement Accounts
10:20 Quick Tax Tips Before December 31
17:40 Aligning Your Tax & Retirement Plans
23:30 Carolyn’s Definition of Financial Freedom

Carolyn shows us how to lock in retirement moves before year-end. For practical next steps and actionable strategies to maximize your accounts, reduce taxes, and protect your assets, join us on Oct 24th for Money Talks: Concrete Strategies to Maximize Your Accounts and Protect Your Assets. Click here to register for FREE and bring your questions!

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Friendship should fill you up, not drain your bank account.

This week on Women & Money: The Shit We Don’t Talk About, we’re joined by Jacqueline “Jack” Howard, the Head of Money Wellness at Ally Bank. She serves as a strategic program and communication lead to establish Ally as the leading voice in financial health and wellness, with a focus on money psychology and behavioral financial education.

In this episode, Jack opens up about the hidden financial cost of friendships. From brunches and birthday trips to FOMO-fueled spending, women often feel pressure to say yes even when it stretches their budgets. Jack shares her own experiences with scarcity mindset and credit card debt, plus the powerful shift that happens when you align your money with your values.

00:00 Introduction to Return on Joy

05:52 Introducing Jack Howard from Ally Bank

06:20 Jack Howard's Career Journey

07:58 Personal Money Stories and Behavioral Finance

16:25 The Hidden Cost of Friendship

19:24 Generational Differences in Social Spending

23:46 Creative Ways to Maintain Friendships

27:53 Navigating FOMO and Financial Transparency

34:07 Creative Low-Cost Social Activities

36:13 The Importance of Financial Values in Friendships

🎧 Listen now to learn how to protect your wallet, strengthen your friendships, and live a financially fearless life.

Jack reminds us that personal finance is personal. The key isn’t doing what everyone else is doing, it’s knowing your values and spending unapologetically on what brings you joy. Join us on Oct 23rd for our next Money Talks: How to Protect Your Financial Goals Without Sacrificing Your Social Life. Click here to register for FREE and bring your questions!

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The holidays don’t have to break the bank or your sanity.

This week, we’re joined by Lisa Chastain, a renowned expert in personal finance and dedicated to empowering passionate and successful women to overcome the shame and guilt surrounding their finances. Lisa has built her entire career supporting individuals to rewire their money mindset and adopt a strategic framework to focus on healthy spending rather than restrictive budgeting.

Lisa shares how childhood experiences shape our holiday spending habits, why quality time beats quantity of gifts every time, and the five money personalities that show up when December rolls around. We also dive into her favorite holiday hacks, like stacking credit card points, creating “holiday-only” savings accounts, and forecasting your finances months in advance.

Whether you’re worried about overspending on gifts, feeling guilty about saying no to parties, or just wanting to make this holiday season more meaningful, this conversation is packed with perspective shifts and practical tips you can use right now.

00:00 Intro: The Ultimate Mantra

00:46 Navigating Financial Independence

01:03 Guest Introduction: Lisa Chastain

02:03 Setting Holiday Boundaries

04:17 Shifting Holiday Mindsets

07:47 Money Personalities and Holiday Spending

11:23 Strategic Holiday Planning

15:15 Credit Card Points and Holiday Savings

19:45 Values-Based Holiday Planning

Lisa reminds us that financial freedom isn’t about perfection, it’s about intention. If you're ready for even more support before the holiday rush hits, join us on Oct 16th for our next Money Talks session: Real Strategies to Protect Your Wallet and Your Wellbeing Before the Holidays. Click here to register for FREE and bring your questions!

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the conversation doesn’t make it go away. In fact, it can leave our loved ones overwhelmed, unprepared, and facing major financial stress.

This week on Women & Money: The Shit We Don’t Talk About, we sit down with Blair Overton, a fourth-generation funeral director in Iowa who has spent his career helping families through one of the hardest times of their lives. Blair pulls back the curtain on what really happens when it comes to funeral planning - the costs, the choices, and the conversations we avoid until it’s too late.

00:58 Meet Blair Oberton: A Legacy in Funeral Services

03:07 The Importance of Discussing End-of-Life Plans

04:47 Understanding Funeral Costs and Options

10:18 Pre-Planning and Financial Strategies

14:02 The Emotional and Social Aspects of Funerals

21:17 Practical Advice and Common Questions

Whether you’re supporting aging parents, thinking about your own plans, or just curious about what really happens behind the scenes - this episode is packed with insights you’ll be glad you heard.

Blair reminds us that preparing for the end of life isn’t about fear, it’s about peace of mind. If you’re ready to take that next step and learn more, join us on Oct 9th for our next Money Talks session: End-of-Life Planning Without Financial Stress: Insurance, Pre-Planning, and Legacy Tips. Click here to register for FREE and bring your questions!

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Money and marriage, two things that can bring couples closer or tear them apart. In this episode, we’re joined by Jessica and Brandon Norwood, founders of The Sugar Daddy Podcast, to talk about the money conversations every couple needs to have if they want their relationship (and their finances) to thrive.

Jessica, a tech consultant and the breadwinner in her family and Brandon, a financial planner share their journey from friendship to marriage, how they navigated big money differences, and why they believe every couple should have a prenup or postnup (they call it “love insurance”).

Whether you’re dating, newly married, or celebrating decades together, this conversation is packed with real talk, relatable stories, and smart strategies you can put into action right away.

00:00 Intro

01:44 The Origin of the Sugar Daddy Podcast

03:59 Discussing Money in Relationships

10:45 Prenups and Postnups: Love Insurance

14:51 Practical Financial Planning for Couples

20:21 Dream Framework for Couples

20:49 Understanding Money Emotions and Experiences

22:43 Building a Joint Vision and Money Mantra

27:33 Balancing Financial Roles in a Relationship

29:48 The Importance of Communication

31:59 Common Money Myths for Couples

36:22 Defining Financial Freedom

The Norwoords prove that when couples lead with honesty and shared intention, money becomes a tool. Whether you’re splitting bills, building a legacy, or figuring it out as you go. Ready to take those shared values even further? Join us for Money Talks on October 2 to learn how to align your investment with what matters most to you! Click here to register for FREE and bring your questions!

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What would you do if $600,000 landed in your lap at 23? If your first thought is to pay off debt or buy a house, Haley Brown-Woods and her husband came into that exact windfall and just three and a half years later, they were $220K in debt.

In this episode, Haley Brown-Woods, a financial coach and founder of Price of Avocado Toast takes us behind the scenes of how they went from living large (wine tastings on Wednesdays with $400 bottles) to arguing over a $7 box of pumpkin muffins. That moment became the wake-up call that changed their entire financial future.

00:00 Facing Financial Realities

00:42 Introducing Haley Brown-Woods

01:20 The $600,000 Windfall

03:39 Debt and the Muffin Incident

05:13 The Turning Point

08:19 Starting the Debt-Free Journey

14:10 Launching Price of Avocado Toast

19:14 Empowering Financial Freedom

28:34 Defining Financial Freedom

Haley is a living, breathing example that you can make massive money mistakes, and still come out stronger. This one is part financial reality check, part permission slip to start again. Join us on September 25 to talk through the red flags we ignore, the mistakes we make, and how to reset your financial journey without guilt. Click here to register for FREE and bring your questions!

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Feeling overwhelmed by all the decisions you’re supposed to make as a woman in midlife?

We get it. Between estate planning, gym habits, caregiving, career shifts, and just figuring out what’s for dinner, it’s a LOT. And let’s be real, most of us were never taught how to confidently navigate our finances in the middle of all that.

This week, we’re joined by Jill Beck, founder of Go Long, an accountability coaching platform that’s all about real-life, text-based support. Think of it as your no-BS coach helping you build momentum and take back control of your time, your health, and yes... your money.

01:06 Jill Beck's Background and Go Long

03:54 Midlife Challenges and Financial Stress

05:56 Decision Fatigue and Mental Clutter

07:55 Text Accountability Coaching

12:56 Breaking Down Overwhelming Tasks

14:57 The Importance of Financial Conversations

20:58 Overcoming Shame and Learning New Skills

28:14 Community Support and Resources

If you’ve ever put off the hard stuff (that divorce agreement, that will, that budget) because it just felt like TOO much... This conversation is for you.

If you’re ready to take action, join us on September 18 to learn how to get started with estate planning, power of attorney, and legacy prep that truly honors your values. Click here to register for FREE and bring your questions!

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What if the system meant to protect you was actually making things worse?

This episode is a raw, honest, and empowering conversation about financial abuse, legal warfare, and what it takes to take back your power.

We’re sitting down with Lisa Johnson, the co-founder of Been There Got Out, a high conflict divorce strategist and certified domestic violence advocate who has successfully represented herself through scores of court appearances. Her case, published in the Connecticut Law Journal, is being used as legal precedent. Her live testimony helped pass Jennifers’ Law in Connecticut, the third state in America to expand its legal definition of domestic violence to include “coercive control.”

Lisa’s story? Buckle up. It’s part legal thriller, part comeback story, and ALL heart. She spent 7.5 years representing herself, went to court almost 100 times, fought off a $4M lawsuit, got her case published in the Connecticut Law Journal, and even helped pass Jennifer’s Law, which expanded the legal definition of domestic violence to include coercive control.

00:00 A Legal Nightmare Begins

00:57 Lisa Johnson’s Journey

02:48 The Long Battle: Self-Representation in Court

07:32 Legal Abuse: Understanding the Tactics

16:40 Finding Support and Staying Grounded

32:39 Financial Freedom and Empowerment

This one’s for any woman who’s felt overwhelmed by the legal system, ignored by the courts, or unsure where to even begin. Their book, "Been There Got Out: Toxic Relationships, High-Conflict Divorce, and How to Stay Sane Under Insane Circumstances'' was released in March 2023. Their first course, “How to Communicate with Your Ex Without Destroying Your Case or Losing Your Mind” is out now!

If Lisa’s story hits home, join us for Money Talks on September 11 to learn how to financially prepare to leave a dangerous relationship. Click here to register for FREE and bring your questions!

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