Financial Finesse Podcast
Welcome to the Financial Finesse Podcast, a personal finance podcast for independent women. 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, and learn how to handle your money and life with skill and style.
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Cathy and special guest Megan Gorman discuss how the SECURE Act of December 2019 changed the rules for certain beneficiaries of inherited IRAs.
Jennifer Barrett is an award-winning financial journalist, digital strategist, and Chief Education Officer at Acorns. She is also the author of Think Like a Breadwinner: A Wealth-Building Manifesto for Women Who Want to Earn More (and Worry Less).
Cathy interviews Joy Lere, Psy.D., a licensed clinical psychologist and behavioral finance consultant with a practice in Napa, California, about the parallels between our psychology and money habits.
Cathy Curtis interviews long-term care insurance specialist Liz Eshleman about the benefits and drawbacks of long-term care insurance, who should consider it, and why it’s an important financial planning topic for women in particular.
Cathy discusses why it’s so important for single women to have an estate plan, which documents make the most sense given your financial circumstances, and who to consider asking to execute your wishes in the event of incapacity or death.
Cathy explains why investing in stocks is so important despite the inevitable periods of volatility, and how having an investment plan and sticking to it can save you from unnecessary, permanent loss of capital or running out of money in retirement.