Financial Finesse Podcast

S5E7: 6 Pro Tips for Women Buying Cars on Their Own

Buying a New Car

Buying a new car on your own? Here's how to prepare.

In this episode, we’re tackling a topic that’s close to many of our hearts and wallets: buying a new car. Now, this might seem like a straightforward task. But if you’re a single woman or simply buying a car on your own, it can feel like stepping into a time machine.

For instance, did you know in the United States, women buy 62% of all new cars and influence 85% of car purchases? Yet, despite these numbers, many car dealers still seem to be playing by old rules.

In fact, I recently came across a Yale study that’s quite revealing. It found that on average, women are offered higher list prices for cars than men – to the tune of about $200 or more.

So, why is this happening? Indeed, there are probably many reasons for this price gap. However, the bottom line is when it comes to buying a new car, being prepared is key.

On a personal note, I must admit my husband is the car guy in our household. He takes the lead on all our car purchases. Even though I know my way around finances, cars are just not my thing.

But I haven’t forgotten my solo car buying days either. And let me tell you, it wasn’t always a smooth ride.

I’m sharing this because I’ve been there, and I want to make sure you’re equipped with the right tools and knowledge the next time you’re in the market for a new vehicle. So, let’s shift gears and dive into some smart strategies for your next car purchase.

Episode Highlights

  • [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 financing costs.
  • [09:46] How to avoid common negotiation pitfalls.
  • [11:36] Why you should always be prepared to walk away when buying a new car on your own.

Links Relevant to this Episode

Enjoy the Full Episode

Do you love Financial Finesse? Please leave us a review on Apple Podcasts!

For more financial planning tips and strategies, check out our Free Resources.

If you found this information interesting, please share it with a friend!

S5E7: 6 Pro Tips for Women Buying Cars on Their Own Read More »

S5E6: The Art of Equitable Estate Distribution with Estate Organizer Meg Connell

Estate Organizer Meg Connell

Professional Estate Organizer Meg Connell Shares Her Invaluable Insights

Meg Connell is the founder of The Organized One, a professional estate organizer based in Oakland, California focused on helping individuals, particularly single women and widows, navigate the challenging process of estate distribution. Transitioning from a background in interior design to a role deeply immersed in organizational tasks, Meg realized the need for compassionate and equitable estate distribution services after contemplating her own family’s future dynamics.

And Meg’s journey is indeed a fascinating one. She’s a specialist who understands the complexities of dealing with possessions, fair distribution, and the importance of respecting the wishes of the deceased. Her work, often at the intersection of grief and legality, involves collaboration with attorneys, trust officers, and financial planners, all while managing the emotional tenor of her clientele.

In this episode, we peel back the layers of estate organization—a topic that can seem daunting at first but is crucial for ensuring peace of mind and fairness. Furthermore, we delve into how Meg assists clients in making tough decisions and the strategies she employs when the division of items isn’t crystal clear.

We also explore the human side of her business, as she shares her approach to handling situations where emotions run high, and the importance of being sensitive to the grief process. Indeed, 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.

This episode is packed with advice, empathy, and a clear-eyed look at dealing with life’s inevitables. I’m certain you’ll take away some invaluable insights into the world of estate organization. With that, I hope you enjoy this episode of Financial Finesse with professional estate organizer Meg Connell.

Episode Highlights

  • [03:33] Meg’s journey into estate organization.
  • [08:59] Practical strategies for estate distribution.
  • [13:43] Exploring the human side of estate organization.
  • [18:38] The role of estate planning in estate organization.
  • [31:22] Meg’s team-based approach at The Organized One.
  • [54:08] How single women can prepare their estates to streamline the process for their heirs.

Links Relevant to this Episode

The Organized One Official Website

Gold & Silver Melters:

Oakland Silver & Gold

Bay Area Gold & Silver Buyers

Repurposing Gold & Silver:

Bay Jewelers

Ben Shemano Jewelry

Enjoy the Full Episode

Do you love Financial Finesse? Please leave us a review on Apple Podcasts!

For more financial planning tips and strategies, check out our Free Resources.

If you found this information interesting, please share it with a friend!

S5E6: The Art of Equitable Estate Distribution with Estate Organizer Meg Connell Read More »

S5E5: Mastering Medicare with Boomer Benefits Co-Founder Danielle Roberts

Danielle Roberts Medicare

Medicare Expert Danielle Roberts Shares Her Expertise

My guest today is Danielle Roberts, founding partner at Boomer Benefits and author of the best-selling book 10 Costly Medicare Mistakes You Can’t Afford to Make. Danielle is a well-known professional in the Medicare insurance industry, having personally helped thousands of beneficiaries with their plan decisions. She has also specialized in Medicare-related insurance products for over 15 years and is a member of the prestigious Forbes Finance Council.

As a Medicare Supplement Accredited Adviser, Danielle is well versed in all issues currently affecting Medicare. She is also a regular contributor to several industry publications and has written extensively about Medicare and Medigap plans.

In this episode, we talk about all things Medicare, including the common mistakes beneficiaries often make and how to avoid them. Whether you’re new to Medicare or simply want to learn more about it so you can make an informed decision this open enrollment season, this episode is packed with useful information and unique insights.

With that, I hope you enjoy this episode of Financial Finesse with Danielle Roberts.

Episode Highlights

  • [00:05:14] Cathy and Danielle discuss the Medicare premiums marriage penalty.
  • [00:07:23] Why it’s essential to start planning for Medicare well before your 65th birthday.
  • [00:12:58] The challenges self-employed people, especially those who work past age 65, may face when enrolling in Medicare.
  • [00:16:26] Danielle explains what Medicare Part C is, how it differs from Original Medicare and Medigap, and the advantages and disadvantages of each option.
  • [00:28:28] Switching from Medicare Advantage to Medigap.
  • [00:38:10] How someone with a history of disease or illness should approach Medicare.
  • [00:46:55] How to think about the Medicare decision if you’re a frequent traveler.
  • [00:50:24] The risks associated with not reviewing your Medicare plan each year.
  • [00:53:08] The mistakes Danielle Roberts sees Medicare beneficiaries make most often.

Links Relevant to this Episode

Enjoy the Full Episode

Do you love Financial Finesse? Please leave us a review on Apple Podcasts!

If you found this information interesting, please share it with a friend!

S5E5: Mastering Medicare with Boomer Benefits Co-Founder Danielle Roberts Read More »

S5E4: Mastering the Art of Real Estate Staging & Interior Design with Ruth Krumbhaar

Real Estate Staging & Interior Design

Real Estate Maven Ruth Krumbhaar Shares Her Winning Formula for Staging and Interior Design

Today, Ruth Krumbhaar returns to the podcast to generously share her real estate investing wisdom and unique staging and interior design insights with us. As you may recall from our last episode, Ruth is a successful therapist, coach, and part-time real estate investor who’s built a reliable source of passive income through her investments.

However, while our last conversation focused on many of the technical aspects of real estate investing, today’s episode explores the softer side of real estate as we dive into the world of design and home decorating. Specifically, Ruth is here to share her distinctive approach to sprucing up investment properties, including Airbnbs, long-term rentals, and homes she intends to flip.

In this episode, we discuss the balance between budget, trend awareness, and tenant preferences that forms the cornerstone of Ruth’s process. We also delve into the importance of knowing your audience when it comes to decorating a property. In addition, Ruth explains how a touch of whimsy can transform an Airbnb property from forgettable to memorable.

And if you’ve ever wondered where to find the best decor or how to balance high-end and affordable items for a cohesive aesthetic, Ruth has you covered. Indeed, you’ll gain insider knowledge on how to shop savvy, mix and match classic pieces with modern accents, and curate a unique look that stands out without being generic.

Later in the episode, our conversation shifts to the practicality of design. Because good design isn’t just about how a space looks, but also how it functions. For example, Ruth and I talk bathroom renovations, room refreshes, and the vital importance of a welcoming entryway. We also discuss the value of investing in quality pieces, the significance of an elevated element in every room, and the benefits of staying in your own Airbnb to gain a better understanding of your guests’ needs.

Lastly, Ruth shares her thoughts on how to undertake a themed decorating project without overdoing it. The key, according to Ruth, is finding the right balance and knowing when to pull back.

Ruth’s philosophy is that your home should bring you joy—and she’s here to help us discover how to do just that. Whether you’re a seasoned real estate investor, a curious novice, or simply interested in decorating tips for your own home, I think you’ll find this episode to be a treasure trove of creative insights and practical advice.

With that, I hope you enjoy mastering the art of real estate staging and interior design with Ruth Krumbhaar.

Episode Highlights

  • [00:04:00] Ruth shares her decorating philosophy and why she always starts with a blank canvas when designing a space.

  • [00:14:06] Why every room doesn’t necessarily need a showstopper when it comes to home decorating.

  • [00:20:09] How Ruth determines her decorating budget and where she shops to find cost-effective, quality items.

  • [00:27:51] Tips and tricks for decorating an Airbnb for functionality and style.

  • [00:38:12] Why flipping a property requires a slightly different design approach than decorating a rental property.

  • [00:50:20] Ruth’s advice for handling home renovation projects, such as updating a bathroom or kitchen, and why a good contractor can make a world of difference.

  • [01:01:32] Tips for updating a space where you’ve grown tired of the décor, and why hiring a style consultant can be a worthwhile investment.

  • [01:07:35] What Ruth believes are the most important items to invest in when decorating your home.

  • [01:15:59] Why practical designs can actually boost your return on investment with an Airbnb property.

  • [01:20:30] The importance of understanding local real estate laws when investing in a rental property.

Links Relevant to this Episode & More Tips from Ruth

Windows: MilGard is a good and a reliable company offering a range of styles.

Hardware: Emtek sells high-quality products at a reasonable price.

Faucets/Fixtures: Grohe fixtures are stylish, high-quality quality and less expensive than designer fixtures.

Railings: AGStainless railings are gorgeous and don’t rust.

Doors: Eto Doors offers great designs at an affordable price point.

Countertops/Tile:

  • Lower End: Granite Expo, Best Tile, Uni Stone and Cabinet, and Floor and Decor (be careful not to buy the cheap, trendy tile; you will see it everywhere).
  • Medium: Floorcraft
  • High End: Galleria Tile near the Design Center

Favorite used furniture resources:

Fun resources in Los Angeles:

Other inexpensive ways to add style to your home: 

  • Plants
  • Bohemian pieces like the African JuJu hats
  • Forage for wild grasses and then spray them with hairspray so they don’t create a mess
  • Go to book sales and buy old books for your shelves (and to read)
  • Treasures from trips (I always buy textiles when I travel and use them as table cloths, decor, blankets, pillow covers, etc.)

Enjoy the Full Episode

Other Ways to Enjoy this Episode

Do you love Financial Finesse? Please leave us a review on Apple Podcasts!

If you found this information interesting, please share it with a friend!

S5E4: Mastering the Art of Real Estate Staging & Interior Design with Ruth Krumbhaar Read More »

S5E3: Real Estate Investing 101 with Property Powerhouse Ruth Krumbhaar

Real Estate Investing 101 with Ruth Krumbhaar

Real Estate Investing 101 for Single Women

This episode is Real Estate Investing 101 for single women who are curious about investing in real estate but may not know where to start.

Today’s guest is Ruth Krumbhaar, a successful therapist, coach, and part-time real estate investor who has built a reliable source of passive income through her investments.

Ruth’s journey began when she bought her first condo in an up-and-coming area of Berkeley, California and nearly tripled her investment in just a few years. Fueled by her initial success, she began learning everything she could about investing in real estate and has since expanded her portfolio to include multiple properties. Her experience has made her an expert in finding the right properties, building a successful real estate team, and managing a diverse portfolio of real estate investments.

In today’s episode, we’ll cover:

  • How Ruth made the transition from homeowner to real estate investor.
  • Some of the mistakes she made as she learned the business.
  • Why it’s important to manage your emotions as a real estate investor.
  • The types of properties Ruth has invested in and what she believes makes a great investment property.
  • How to build a great real estate team in any part of the country.
  • The financial planning aspects of investing in real estate as a single woman.

Ruth and I both believe that real estate investing can be a great source of passive income for single women, and I’m excited to share Ruth’s unique insights with you in today’s episode. So, sit back, relax, and join us for a fascinating conversation, as we explore the wide world of real estate investing in Real Estate Investing 101 with Property Powerhouse Ruth Krumbhaar.

Ruth's Post-Episode Advice

Ruth also offered these words of wisdom after her Real Estate Investing 101 episode:

“It’s also helpful to subscribe to local newspapers in the areas you want to invest in, so you’re up to date on what’s happening in local government, business, and culture. I recommend any person investing in rental properties also carefully study the planning and building websites for the jurisdiction, as well as the county site, for any incentives or information related to property ownership.”

Episode Highlights

  • [10:45] Ruth Krumbhaar shares some of the biggest mistakes she’s made as a real estate investor.

  • [15:06] What Ruth believes is her greatest success so far as a real estate investor.

  • [22:09] Ruth explains her process for identifying new investment properties.

  • [31:17] Ruth explains why it’s so important to research the local area and make sure you can find good help nearby before purchasing an investment property.

  • [34:40] How Ruth finds sources of help near her investment properties and researches potential growth factors in new locations.

  • [39:43] Cathy and Ruth discuss how financing works when investing in real estate.

  • [45:11] Why it’s so important for real estate investors to find an inspector they trust.

  • [52:30] Why real estate investing can be a great way to build wealth, even if you’re starting small.

  • [55:11] How rising interest rates have affected Ruth’s approach to real estate investing.

  • [58:08] Ruth Krumbhaar’s advice for single women who are interested in getting started in real estate investing.

Links Relevant to this Episode

FEMA National Risk Index Map

The BRRRR Method for Investing in Real Estate

Avail.co for Marketing and Managing Rental Properties (Free Landlord Software)

Beacon™ for Investment Property Research

Enjoy the Full Episode

Other Ways to Enjoy this Episode

Do you love Financial Finesse? Please leave us a review on Apple Podcasts!

If you found this information interesting, please share it with a friend!

S5E3: Real Estate Investing 101 with Property Powerhouse Ruth Krumbhaar Read More »

S5E2: Here’s What Savvy Donors Need to Know About Strategic Charitable Giving

Strategic Charitable Giving Tips for Savvy Donors

Strategic Charitable Giving Ideas to Maximize Your Tax Savings

Cathy shares her strategic charitable giving tips, from deciding how much to give to maximizing your tax savings.

A lot of my clients are charitably inclined and want to include giving in their financial plan. 

Of course, I thoroughly understand my client’s personal finances. Thus, I can provide specific guidance as to how they should think about giving and how to incorporate it into their financial plan.

However, if you’re listening to this podcast episode because you’re also looking for answers to these questions, I can still offer some nuggets of wisdom without knowing the details of your financial life.

In this episode, we’re going to talk about:

  • How much to give to charity
  • Which charities to support with your donations
  • Strategic charitable giving methods to maximize your tax savings.

Naturally, everyone’s goals and personal finances are unique. Therefore, it’s best to consult a financial professional if you have specific questions on this topic.

Nevertheless, I hope this episode gives you a framework for how to think about giving, so you can continue to make an impact while also reaping the associated financial benefits.

Episode Highlights

  • [01:36] How much should you give to charity?

  • [03:17] Which charitable organizations should you support with your donations?

  • [06:52] Who can reap the tax benefits of donating to charity?

  • [07:51] How to use “bunching” to increase your tax savings from charitable giving.

  • [10:06] How donor-advised funds (DAFs) can support your strategic charitable giving goals.

  • [13:04] Why donors who have reached RMD age may want to consider making qualified charitable distributions (QCDs).

  • [15:44] The potential advantages and drawbacks of a charitable gift annuity.  

  • [16:46] Why you may want to consider a charitable remainder trust (CRT).

Links Relevant to this Episode

Enjoy the Full Episode

Other Ways to Enjoy this Episode

Do you love Financial Finesse? Please leave us a review on Apple Podcasts!

If you found this information interesting, please share it with a friend!

S5E2: Here’s What Savvy Donors Need to Know About Strategic Charitable Giving Read More »

S5E1: Overspending? Here’s How to Get Your Spending Habit Under Control This Year

Spending Habit

Take Control of Your Spending Habit Once and For All

In this episode, Cathy shares her tips and strategies for getting your spending habit under control once and for all this year.

Welcome to Episode 1 of the 5th season of the Financial Finesse podcast!

Today I’m going to talk about spending—specifically, how to get your spending under control. Many of my clients told me that one of their goals for 2023 is to get their spending on discretionary items under control. (In other words, the things you really don’t have to have.)

And they may not have a spending problem per se. But they know their spending is probably one of the things that’s keeping them from reaching their longer-term financial goals, and/or it’s just making them uncomfortable. They don’t feel right about their spending habits.

I have to admit, I can relate to this because I have a little bit of a clothing infatuation. I love anything new, and I love clothing and accessories. So, I’m going to be right there with you in working on getting my own spending habit under control this year.

Episode Highlights

  • [02:11] What do habits have to do with spending?
  • [03:23] Identifying your biggest spending weakness or weaknesses.
  • [06:05] What are your spending triggers?
  • [08:45] Setting your new budget for the year ahead.
  • [10:32] How to find ways to support yourself in reaching your goal.
  • [16:23] Determining your values and aligning your spending accordingly.
  • [17:33] Download our free e-book, How to Take Control of Your Spending This Year.

Links Relevant to this Episode

Enjoy the Full Episode

Other Ways to Enjoy this Episode

Do you love Financial Finesse? Please leave us a review on Apple Podcasts!

If you found this information interesting, please share it with a friend!

S5E1: Overspending? Here’s How to Get Your Spending Habit Under Control This Year Read More »

S4E6: The Unexpected Benefits of Working with a Private, Professional Fiduciary with Sara Ecklein

The Unexpected Benefits of Working with a Private, Professional Fiduciary

Why You May Want to Consider Partnering with a Private, Professional Fiduciary

In this episode, I interview Sara Ecklein, a private, professional fiduciary. In addition, Sara is the founder of Trust and Honor, a fiduciary agency. Trust and Honor serves as a partner and compassionate advocate in managing and protecting the personal affairs, property, and assets of clients in the San Francisco Bay area and beyond.

I was particularly interested in talking with Sara because I work with many single women who may not have a family member or friend who could take on this role for them when needed.

Sara’s calling to become a fiduciary and found Trust and Honor was informed by personal experience with loss and end of life care. She has been working in the fiduciary profession since 2014 and has a rich and varied background in issues facing senior and disabled populations, including end of life care, financial abuse, and navigating challenging support systems and family dynamics.

Sara holds a Bachelor of Arts degree in Political, Legal, and Economic Analysis from Mills College. She is also, in addition to being a licensed Professional Fiduciary, a Certified National Guardian and a general member of the Professional Fiduciary Association of California.

In this episode, Sara and I discuss the role of a private fiduciary and the journey that led Sara to her position as founder of Trust and Honor. We also talk about who can specifically benefit from partnering with a private, professional fiduciary and why and when someone may seek her services. 

For example, some of Sara’s fiduciary services include:

  • Being a trustee guardian and/or an estate executor
  • Daily bill paying and money management
  • Healthcare representation agent
  • Power of attorney or executor for seniors with no spouse or family
  • Conservator for those who are mentally or physically incapacitated

Meanwhile, Sara and I get into the specifics of special needs trusts, their complexities, and common mistakes that non-professionals make when administering these trusts. In addition, we talk about long-term care insurance and how it can play into end-of-life planning. And at the end we talk about Sara and some of her amazing personal accomplishments.

I really enjoyed this conversation, and I think it’s especially important for independent women to better understand what someone like Sara does and how partnering with a private fiduciary may be beneficial. With that, I hope you enjoy this episode of Financial Finesse.

Episode Highlights

  • [03:45] Sara Ecklein describes the role of a private, professional fiduciary.

  • [09:28] Sara shares why and when someone may seek her services as a private fiduciary and what her intake process looks like.

  • [25:26] How working with a private, professional fiduciary can benefit clients when it comes their healthcare.

  • [39:20] Sara Ecklein and Cathy discuss special needs trusts and why it can be helpful to have a trustee who specializes in this area.

Links Relevant to this Episode

Enjoy the Full Episode

Other Ways to Enjoy this Episode

Do you love Financial Finesse? Please leave us a review on Apple Podcasts!

If you found this information interesting, please share it with a friend!

S4E6: The Unexpected Benefits of Working with a Private, Professional Fiduciary with Sara Ecklein Read More »

S4E5: The Insurance Lady Ruth Stroup Answers Your Biggest Questions About Insurance

The Insurance Lady Answers Your Biggest Questions About Insurance

Your Biggest Questions About Insurance Answered

My guest on today’s episode is Ruth Stroup. Ruth, AKA “The Insurance Lady,” is a Farmer’s agent in Oakland, California. Voted Best of Oakland seven times, The Ruth Stroup Insurance Agency is a community-oriented agency offering customized insurance solutions to businesses and families.

In this episode, Ruth and I discuss all things insurance, from what it covers and doesn’t cover to choosing the right policies and the obstacles that can get in the way of that. Specifically, we talk about wildfire risk in Northern California and how it may cause you to lose your homeowner’s insurance or your premiums to skyrocket. We also discuss what Ruth can and can’t do as an agent to help her clients navigate claims.

Later in the episode, Ruth provides a helpful overview of umbrella insurance, including common misconceptions about what it covers and how to determine if you need additional coverage. She also shares a little-known strategy she uses with her high-earning clients to protect their personal assets.

And be sure to listen to the end, when we talk briefly about earthquake insurance, another potential risk factor for California residents, and many of the common misconceptions surrounding it. Ruth also shares her tips for how she believes people should approach earthquake insurance and how to decide if it’s worth the high premiums.

And lastly, Ruth offers her response to people who believe insurance is just a racket. I learned so much during this conversation and Ruth shared so many great gems that I believe will benefit a lot of you listeners. I hope you enjoy the episode as much as I did.

Episode Highlights

  • [04:02] Ruth Stroup explains what homeowner’s insurance covers and doesn’t cover if someone burglarizes your home.

  • [07:03] How to insure different types of jewelry, whether it’s costume, gems and metals, or fine jewelry.

  • [12:31] What people can do to mitigate the damage if they get burgled or their home is destroyed by fire.

  • [16:22] What to do if your policy goes into non-renewal because you live in a high-risk zone for wildfires.

  • [19:51] How reinsurance companies impact the insurance industry.

  • [22:29] Ruth Stroup shares the reasons besides wildfire danger that a policy may be non-renewed.

  • [26:45] What Ruth can and can’t do as an agent when helping her clients navigate claims.

  • [33:11] Cathy asks Ruth Stroup to give a mini tutorial on liability and umbrella insurance.

  • [38:54] Ruth Stroup shares what she believes is the best kept secret in the insurance business.

  • [42:02] Cathy and Ruth talk earthquake coverage.

Links Relevant to this Episode

Ruth Stroup Insurance Agency’s website

Enjoy the Full Episode

Other Ways to Enjoy this Episode

Do you love Financial Finesse? Please leave us a review on Apple Podcasts!

If you found this information interesting, please share it with a friend!

S4E5: The Insurance Lady Ruth Stroup Answers Your Biggest Questions About Insurance Read More »

S4E4: How to Thrive in the Digital World with Susan Reynolds

Digital Wellbeing with Susan Reynolds

Improving Digital Wellbeing

In this episode, Cathy interviews Susan Reynolds about improving our tech-life balance and digital wellbeing. 

My guest today is Susan Reynolds. As co-founder of the nonprofit organization LookUp, Susan helps young people minimize the negative effects of technology and lead healthier, more balanced lives. She also teaches, speaks, leads workshops, and facilitates panels to educate and empower Gen Z to find and implement their own solutions to the detrimental aspects of social media and digital distraction.

Previously, Susan was an English and social studies teacher and curriculum developer. In addition, she was the first Director of Academic Technology at the Fenn School in Concord, MA. There, she developed a curriculum that focused on harnessing the positive aspects of technology while mitigating the negative ones. She graduated with a BA from Dartmouth College and a Master’s in Education from Tufts University. As a yoga and mindfulness teacher, Susan brings mindful technology to her work with LookUp’s youth leaders and innovators.

In this episode, Susan and I discuss the harmful effects social media and digital technology can have on mental health and wellbeing.

And how she works with youths to help them take advantage of the positive aspects of technology and mitigate the harmful ones. We also talk about why she believes Gen Z is well positioned to be agents of change, which may also be a tailwind for new legislation that regulates digital media—specifically, the California Kids code. Unfortunately, since we recorded this episode, Susan has shared that California Kids is now facing an even bigger uphill battle than she previously believed due to aggressive push back from tech lobbyists.

Lastly, we talk about the influence the Covid-19 pandemic had on our technology habits, as well as the challenges of undoing some of those habits now that we’re returning to pre-pandemic norms. Susan also shares her definition of digital wellbeing and how it differs from mental health advocacy.

I think digital wellbeing is a really important issue that affects everyone in one way or another.

Susan offers a unique perspective on how we can have better relationships with technology at any age. With that, I hope you enjoy my conversation with Susan Reynolds as much as I did. 

Episode Highlights

  • [12:04] Why technology is so addictive and how it’s contributing to our mental health crisis

  • [20:04] How digital wellbeing relates to self-care.

  • [28:33] The pending legislation around digital wellbeing at the state and federal levels.

  • [41:38] Susan Reynolds describes some of the work her nonprofit LookUp.Live is involved with.

  • [47:29] The effect the pandemic has had on technology and social media habits.

  • [50:08] Susan Reynolds shares her vision for the next five years.

  • [57:30] How people can get in touch with Susan Reynolds and become more involved with the digital wellbeing movement.

Links Relevant to this Episode

Enjoy the Full Episode

Other Ways to Enjoy this Episode

Do you love Financial Finesse? Please leave us a review on Apple Podcasts!

If you found this information interesting, please share it with a friend!

S4E4: How to Thrive in the Digital World with Susan Reynolds Read More »

Curtis Financial Planning