Kimberlee Davis is your host of The Fiscal Feminist, a show about women and our relationship with money and finances. Kimberlee Davis is Managing Director and Partner at The Bahnsen Group, a private wealth management firm. She specializes in personal wealth advising and oversees financial and retirement planning solutions for high net worth individuals and multi-generational families. Her proficiency also includes helping individuals transition to financial independence after life altering events such as death or divorce.

The Fiscal Feminist
Claim This Podcastby Kimberlee A. Davis
Podcast Overview
Kimberlee Davis is your host of The Fiscal Feminist, a show about women and our relationship with money and finances. Kimberlee Davis is Managing Director and Partner at The Bahnsen Group, a private wealth management firm. She specializes in personal wealth advising and oversees financial and retirement planning solutions for high net worth individuals and multi-generational families. Her proficiency also includes helping individuals transition to financial independence after life altering events such as death or divorce.
Language
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Publishing Since
4/11/2018
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Recent Episodes

January 16, 2024
77. Let Go of Your Limiting Beliefs and Embrace Higher Vibrations with Stephanie Hessler
<p>Our thoughts are energy, and the way we think about our lives really matters! In this episode, Stephanie Hessler returns to the podcast to talk about all things energy, vibrations, and manifestation. She explains why these concepts are so important for finding purpose, achieving your goals, and even building wealth, and she shares practical steps you can take to start tapping into your intuition and making your own luck. Stephanie and Kimberlee also talk about the importance of overcoming limiting beliefs. </p><p><strong>Episode Recap:</strong></p><ul><li>Today we’re talking about harnessing our energy to manifest our dream life (0:45)</li><li>What do we mean when we say that everything is energy? (2:22)</li><li>How to balance intuition with rationality (5:57)</li><li>Our thoughts are energy, even if we don’t always see it that way (9:30)</li><li>What is the law of vibration, and how do you change your energetic frequency? (13:39)</li><li>Try these things if you need to break out of negative thinking (20:08)</li><li>How do you find faith and joy in your daily life? (28:04)</li><li>Can we actually make our own luck? (32:44)</li><li>Here’s how wealth relates to energy (36:54)</li><li>How to chip away at the limiting beliefs that are holding you back (44:48)</li><li>Where can we find the time to prioritize mindfulness? (48:26)</li><li>Where to learn more from Stephanie (56:07)</li></ul><p><br><strong>Resources:</strong></p><ul><li><a href="https://fiscalfeminist.com/blogs/podcast">Find every episode of The Fiscal Feminist podcast</a></li><li><a href="https://www.youtube.com/channel/UC2_Ri9RunMlHVXbEWKhgnhA">Watch The Fiscal Feminist episodes on YouTube</a></li><li><a href="https://docs.google.com/forms/d/e/1FAIpQLSel9_iTmR5G2VMnP-NGRurOdyuJPToztAcs651itX3no4Mf2A/viewform">Sign up to join Kimberlee on the podcast</a></li><li><a href="https://www.amazon.com/Fiscal-Feminist-Financial-Wake-up-Women/dp/1637560001">“The Fiscal Feminist” book</a></li><li><a href="https://www.youtube.com/watch?v=MVEW3HpRuPw">Watch the “Your High Performing Self Image” Masterclass</a></li><li><a href="https://www.facebook.com/groups/555055648565012">Join the Success Mindset Facebook Group</a></li><li>Follow Stephanie on <a href="https://www.linkedin.com/in/stephaniehessler">LinkedIn</a> and <a href="https://www.youtube.com/@StephanieHesslerLive">YouTube </a></li><li><a href="https://stephaniehessler.com/">Stephanie Hessler’s Website</a></li></ul>

January 9, 2024
76. The State of the Real Estate Market in 2024 with Shawn Kaplan
<p>Are you thinking about buying a house in 2024? This episode is for you! Kimberlee talks with top performing mortgage broker Shawn Kaplan about the state of the real estate market and the most important pieces of information for prospective homebuyers this year. Shawn also shares tips for current homeowners and provides helpful context about interest rates, mortgages, and dealing with real estate in a divorce, breaking everything down into simple advice that even first-time homebuyers can understand. </p><p><strong>Episode Recap:</strong></p><ul><li>Today we’re answering questions about the housing market with Shawn Kaplan (1:00)</li><li>What was your journey to becoming a top performing mortgage broker? (2:56)</li><li>Mortgage brokers vs. lenders: What’s the difference? (7:51)</li><li>Take this step first if you want to buy a house (10:14)</li><li>What trends are you seeing in the housing market today? (13:12)</li><li>Should you treat your primary residence like an investment? (17:30)</li><li>Is now a good time to buy? (20:26)</li><li>What do you do when interest rates go down? (23:59)</li><li>How to qualify for a mortgage (25:34)</li><li>Real estate tips when you’re getting divorced (33:28)</li><li>Home buying advice in 2024 (42:16)</li><li>Where to learn more from Shawn (45:15)</li></ul><p><br></p><p><strong>Resources:</strong></p><ul><li><a href="https://fiscalfeminist.com/blogs/podcast">Find every episode of The Fiscal Feminist podcast</a></li><li><a href="https://www.youtube.com/channel/UC2_Ri9RunMlHVXbEWKhgnhA">Watch The Fiscal Feminist episodes on YouTube</a></li><li><a href="https://docs.google.com/forms/d/e/1FAIpQLSel9_iTmR5G2VMnP-NGRurOdyuJPToztAcs651itX3no4Mf2A/viewform">Sign up to join Kimberlee on the podcast</a></li><li><a href="https://www.amazon.com/Fiscal-Feminist-Financial-Wake-up-Women/dp/1637560001">“The Fiscal Feminist” book</a></li><li><a href="http://kap1926.com">Visit Shawn’s website</a></li><li>Follow Shawn on <a href="https://www.instagram.com/theshawnkaplan/">Instagram,</a> <a href="https://www.linkedin.com/in/teamkaplan/">LinkedIn,</a> <a href="https://www.youtube.com/channel/UC8BPnzbD1BNqjxaPAvWK2OQ">YouTube,</a> and <a href="https://www.facebook.com/ShawnMurrayKaplan/">Facebook</a></li></ul>

January 2, 2024
75. Top Tips for Women in the Workforce with Career Contessa Lauren McGoodwin
<p>Whether you’re brand new to the workforce or you’ve been working for years, you won’t want to miss this episode with Lauren McGoodwin, CEO of Career Contessa! Lauren has dedicated her own career to empowering other women with educational content, coaching resources, salary transparency, and more. In this episode, she joins Kimberlee to answer some common questions about gender disparity at work, negotiating tips, finding a great company, and starting off your career on the right foot. She also talks about the trends that she thinks will define how we work in the future. </p><p><strong>Episode Recap:</strong></p><ul><li>Today we’re talking with Career Contessa CEO Lauren McGoodwin (1:03)</li><li>How did you become the Career Contessa? (4:37)</li><li>Where did you notice gender disparity in your own work experience? (10:35)</li><li>Common challenges women face in the workforce (14:00)</li><li>Why is a proactive approach so important for women? (19:05)</li><li>Stories vs. Data: What matters more for negotiation? (22:13)</li><li>How to find a company that aligns with your values (26:35)</li><li>Top tips for young women entering the workforce (29:46)</li><li>What trends do you expect to define the future of women in the workplace? (33:04)</li><li>Where to learn more from Lauren (37:02)</li></ul><p><br></p><p><strong>Resources:</strong></p><ul><li><a href="https://fiscalfeminist.com/blogs/podcast">Find every episode of The Fiscal Feminist podcast</a></li><li><a href="https://www.youtube.com/channel/UC2_Ri9RunMlHVXbEWKhgnhA">Watch The Fiscal Feminist episodes on YouTube</a></li><li><a href="https://docs.google.com/forms/d/e/1FAIpQLSel9_iTmR5G2VMnP-NGRurOdyuJPToztAcs651itX3no4Mf2A/viewform">Sign up to join Kimberlee on the podcast</a></li><li><a href="https://www.amazon.com/Fiscal-Feminist-Financial-Wake-up-Women/dp/1637560001">“The Fiscal Feminist” book</a></li><li><a href="https://www.careercontessa.com/">Career Contessa website</a></li><li><a href="https://www.careercontessa.com/podcast/">Listen to The Career Contessa podcast</a></li><li><a href="https://a.co/d/j5u0nCz">“Power Moves” by Lauren McGoodwin</a></li><li><a href="https://www.linkedin.com/in/laurenmcgoodwin/">Follow Lauren on LinkedIn</a></li></ul>
77 total episodes available
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