Welcome to the Financial Finesse podcast, where we'll be discussing tips on how to handle your money and life with skill and style. Your host, Cathy Curtis, CFP, has been helping make finance accessible and intriguing for women for almost 20 years! You'll get savvy, actionable ideas listening to her conversations with some of the coolest and smartest women on the planet.
Leaving a Legacy of Love with Professional Fiduciary Sara Ecklein
Cathy interviews Sara Ecklein, a private professional fiduciary and the founder of Trust and Honor. Sara shares the intricacies of her role, from acting as a trustee, executor, or agent under various legal capacities, to the benefits of having a neutral party manage sensitive family and financial issues. They also discuss the importance of proactive estate planning, especially for solo agers and blended families, and the peace of mind it offers. [02:48] The role of a professional fiducia...
8 Jan 2024
6 Pro Tips for Women Buying Cars on Their Own
Did you know that on average, women are offered higher list prices for cars than men - to the tune of about $200 or more? When it comes to buying a new car, being prepared is key. In this episode, Cathy shares six pro tips to help you get the best deal on your next car purchase. [02:28] The importance of doing your homework. [04:21] What you can and can't negotiate when buying a new car. [06:21] How to find out what your trade-in is worth. [07:58] Understanding your financ...
8 Nov 2023
The Art of Equitable Estate Distribution with Estate Organizer Meg Connell
In this episode of Financial Finesse, host Cathy Curtis interviews Meg Connell, founder of The Organized One, a professional estate organizer focused on helping individuals navigate the challenging process of estate distribution. Meg's extensive experience and the comprehensive nature of her services provide a guidepost for anyone facing the prospect of estate organization, whether for themselves or a loved one.[03:33] Meg's journey into estate organization.[08:59] Practical strategies for es...
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