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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In this special compilation episode of Financial Finesse, we’re sharing the top money and life advice from our season 3 guests.
Cathy interviews Nichole Proffitt, founder of Presence Mindfulness, Somatic Counseling & Coaching for Women, based in the San Francisco Bay Area.
Cathy interviews Lis McKinley, a Certified Professional Organizer and move manager. Lis is the owner of Let’s Make Room, a residential organizing and move management company that has organized hundreds of living, storage and work areas in the San Francisco Bay Area and beyond.
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.