Are you embarrassed and ashamed of how much you don’t know about finance and investing? Do you break into a sweat when you hear words like “investment portfolio”, “retirement savings” or “financial planning”? You’re in good company. Here at Women on the Verge of a Financial Breakthrough, we’re figuring out finance, one dumb question at a time. Caitlin, the dummy, asks Sara, the expert, very basic questions about terms, systems and strategies women can use to plan their financial futures. Think of it as the “Investing for Beginners” party you didn’t even want to be invited to, but ended up having fun at anyway. Leave your shame and embarrassment at the door - you, too, can be a woman on the verge of a financial breakthrough!
Do you know anything about personal bankruptcy? Us neither. I mean, we knew the rumor that it ruins your credit and should be the OPTION OF LAST RESORT, but we actually didn’t know anything useful. K…
Hey - if you’re super risk-averse (despite listening to our very soothing risk-encouraging podcast), this episode is for you!
Caitlin learns that her big investment idea to get an annuity so she gets …
Can’t I just sell some stocks to make a bunch of money and then use that money to make more money and then I’ll be rich?
Um. Sort of?
Sara explains how there’s no such thing as free lunch, or, in the …
Did you listen to Season 3, Episode 1 where Caitlin grilled Sara about whether anybody ever knows if we’re in a recession or not, and Sara said we do because a brilliant economist named Claudia Sahm …
The wrong guy* is gonna win so the economy is going to go to hell in a hand basket and the stock market will tank and we’ll need our savings in the form of a pile of five dollar bills so we can buy m…
It feels like there are so many financial landmines when we buy a car, but maybe there aren’t as many as we think?
Guest star Kacie Swartz from Blackbarn Financial joins Caitlin and Sara again to expl…
Most of us who are only learning about finance and investing as grown ups have one very loud question in our minds:
Why don’t they teach this stuff in high school???
We had to learn about dangling par…
Should you pay income taxes now or later on all that money you’re earning?
Most of us think about putting our money in retirement accounts as a way to save on how much income tax we have to pay this y…
Am I the prenup type?
Will my house still be my house after it will be our house if I become a me again?
Will I sound shallow/greedy/pessimistic/calculating/shrill/selfish/gold-diggy/cold-hearted if …
Welcome to the episode where Caitlin exploits having a podcast with Sara to get Sara to tell her whether or not to sell her house. Does Sara take the bait??
In true Sara fashion, she leans into empowe…
The long-dreaded day has come: We try to tackle a tiny bit of crypto, whatever that means.
What is the occasion for wading into these bro-infested waters? The government changed a rule, so crypto can …
Dave Ramsey and Suze Orman are the elephants in our podcasting Zoom room on this one. Also the trad wife Insta influencers that might con you into thinking buying chicken farming supplies instead of …
Just when you think finance talk can’t possibly get more boring…bring in the three i’s. But wait! There’s some stuff you should know, even if it’s not the breezy summer beach listen you were hoping f…
Warning: There will be no champagne party in this episode. Last year it was the Bear Market, now it’s the Bull Market. The market goes down, the market comes back up. And no matter what, Sara says we…
For our last episode of Season 2, we talk about, what else??: how index funds are the freaking work horses of building a financial future for good reason.
Caitlin grills Sara about a financial column …
How do you know what kind of insurance you need, when you need it and how much you should pay for it? We have no idea!
So that’s why we invited certified financial planner Kacie Swartz back on the pod…
OK, so investment advisors are the people we go to to find out how to turn our money into more money, but how do they know??
Are they on a secret call at 5am telling them what stocks are hot? Do they…
How does a bank run out of money?? Isn’t a bank just a place where it’s safer to store your money than in an empty ice cream container in your freezer?? And why is everything in the finance world so …
This week, we’re rebroadcasting an episode we recorded at the end of last summer in the midst of what one hoped was a temporary bear market. The stock market keeps doing scary shit, however, so we de…
Taxes. Ugh. Whoops. I mean: What a great opportunity to save money and pay your fair share!
Many of us never learned how to take advantage of different strategies to avoid paying overly high taxes be…