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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Latest Episodes
Episode 6: Social Media Therapy: Overcoming The Awkward and Vulnerable Feelings That Can Come With Posting
Cathy interviews Courtney McQuade, Communications Manager for Integrated Partners, a 7.3 billion hybrid RIA and a social media consultant for Citywire USA.
Episode 5: What Advisors Do For Their Clients
Cathy talks with her Mastermind Group – Maura Griffon of Blue Spark Financial; Beverly Cox, of B. Cox Planning; Steph Bruno of Sea to Peak Advisors; and Tanya Nichols of Align Financial.
Episode 4: Young Women, Money and Black Lives Matter
Cathy interviews four young women she met teaching a Personal Finance class in Oakland about their financial lives, lessons learned, mistakes made and earned successes.
Episode 3: Women, Wealth and Social Change
Cathy interviews Haleh Modasser, SVP at Stearns Financial and author of Women on Top: Women, Wealth & Social Change, about ESG investing.
Episode 2: The Value of a Good Financial Advisor
Host Cathy Curtis, CFP, and Melissa Joy, CFP talk about how they work with their clients to create successful financial lives through their comprehensive services.
Episode 1: Life and Work During COVID-19
Cathy interviews long-time friend and client Sally Kuhlman, who is the Director of National Programs for Beyond Differences in San Francisco.