Women & Wealth

Hosted by Regina Hess

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100

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Oct 2026

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About the show

Welcome to the Women & Wealth podcast brought to you by Regina McCann Hess, a CFP with over two decades of experience. This show is for professional women who want guidance in working towards their Retirement Vision – learning, building, planning, striving for your dreams and putting the work in now so that you can pursue your Financial Independence. You can watch the Founder's video Regina created for you to learn more about her and how she can guide you towards your financial independence at www.forgewealth.com. * The information in this podcast is educational and general in nature and does not take into consideration the listeners' personal circumstances. Therefore, it is not intended to be a substitute for specific individualized financial, legal or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision. Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Forge Wealth Management are separate entities from LPL Financial. Our show guests and their companies are not affiliated with, nor endorsed by, LPL Financial, Private Advisor Group or Forge Wealth Management.

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October 21, 202620 min

What is an RMD?

Required minimum distributions (RMDs) are an important part of retirement planning, but understanding when to take them, how much to withdraw, and what they mean for your taxes can get confusing. This week, Regina breaks down the basics of RMDs, including how they're calculated, which retirement accounts are subject to them, and what happens if you miss a required withdrawal. She also explains how RMDs can affect your tax bracket and Medicare premiums, why Roth conversions may be worth considering before reaching RMD age, and how inherited retirement accounts come with their own withdrawal rules. Episode Highlights: 0:00 - Introduction 1:11 - Why the IRS Requires Retirement Withdrawals 3:15 - When RMDs Begin and the Still-Working Exception 4:55 - How to Calculate Your Required Minimum Distribution 6:01 - Managing RMDs Across Multiple Retirement Accounts 6:40 - Penalties for Missing Required Distributions 7:30 - RMD Deadlines and When to Take Withdrawals 10:15 - Why Roth Accounts Have Different RMD Rules 11:23 - How RMDs Affect Taxes and Medicare Premiums 12:13 - Using Roth Conversions to Manage Future Taxes 13:53 - Delaying Your First RMD and the Tax Implications 15:03 - Coordinating Tax Withholding With Your CPA 16:32 - Inherited IRAs and the 10-Year Withdrawal Rule 18:49 - Episode Wrap-Up ABOUT REGINA MCCANN HESS Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money. Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse. As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals. CONNECT WITH REGINA Website: https://www.forgewealth.com LinkedIn: https://www.linkedin.com/in/reginamccannhess/ Facebook: https://www.facebook.com/ForgeWealth Instagram: https://www.instagram.com/forgewealthmanagement/ YouTube: https://www.youtube.com/@ForgeWealth Email: reginahess@forgewealth.com Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.forgewealth.com

October 14, 2026Episode 30713 min

How Parents Should Prioritize Retirement Planning vs. College Savings | In Your Corner with Josh Sidorowicz

Should parents prioritize retirement savings or saving for their children's college education? In this episode of the In Your Corner podcast from CBS Philadelphia, consumer reporter Josh Sidorowicz sits down with certified financial planner Regina McCann Hess of Forge Wealth Management to discuss one of the biggest financial dilemmas facing families today. Learn why retirement should come first, how 529 college savings plans work, ways to maximize your employer's 401(k) match, and practical strategies for balancing both goals without sacrificing your financial future. Whether you're a new parent, planning for college, or trying to catch up on retirement savings, this episode offers actionable tips to help you make smarter financial decisions. 00:00 Retirement or college: the big parent dilemma 01:28 Why retirement should come first 01:54 When to start a 529 plan 02:30 Using gifts to boost college savings 06:01 The power of employer 401(k) matches 08:31 Automating savings and the one-third rule 10:49 Honest conversations about college costs 12:16 Final takeaway: put your oxygen mask on first ############# ABOUT REGINA MCCANN HESS Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero . As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money. Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles, and Scripps News. She has also been quoted in numerous articles in publications such as Forbes , Business Insider , U.S. News & World Report , Yahoo Finance , USA Today , USA Wire , Word in Black , WTOP News , Mind Body Green , Money Digest , New York Post , Defender , Authority Magazine , GoBankingRates.com , Scripps , and The Muse . As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve, and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets enables Regina to structure balanced portfolios to address specific financial goals. ############# CONNECT WITH REGINA MCCANN HESS Website: https://www.forgewealth.com LinkedIn: https://www.linkedin.com/in/ reginamccannhess/ Facebook: https://www.facebook.com/ ForgeWealth Instagram: https://www.instagram.com/ forgewealthmanagement/ YouTube: https://www.youtube.com/@ ForgeWealth Email: reginahess@forgewealth.com ############# CONNECT WITH JOSH SIDOROWICZ Episode on YouTube: https://www.youtube.com/watch?v=Rgr5kp-IIT8 Instagram: https://www.instagram.com/joshsid/ ############# This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide speciﬁc legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation." ############# Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org , www.sipc.org Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.forgewealth.com . ###########

September 30, 202621 min

Simplifying Nonprofit Donations with Allison Fine

Allison Fine, president and CEO of Every.org, joins Regina Hess to discuss how technology can make charitable giving easier and more accessible. Allison explains how Every.org helps people donate cash, stock, cryptocurrency, and donor-advised funds to nonprofits without complicated paperwork. She also discusses the growing gap between how Americans hold their wealth and how most nonprofits are equipped to receive it. The conversation also explores why women have an opportunity to become more intentional about philanthropy, how families can involve their children in giving, and what Allison learned after burning out early in her leadership career. Episode Highlights: 0:00 - Introduction 0:38 - Meet Allison Fine 2:04 - How Every.org makes charitable giving easier 3:33 - Helping nonprofits accept non-cash assets 5:23 - Making generosity more accessible 8:14 - The gap between wealth and charitable giving 9:02 - Women, wealth, and intentional philanthropy 10:40 - How much do you need to donate? 11:09 - Making charitable giving a family activity 12:02 - Why donors need a giving plan 14:00 - Leadership, burnout, and changing old habits 16:11 - Using technology to make people more connected 17:12 - Allison's vision for retirement 18:21 - Visiting every Major League Baseball stadium 20:05 - Becoming more intentional about giving 20:57 - Final thoughts and closing ABOUT REGINA MCCANN HESS Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money. Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse. As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals. CONNECT WITH REGINA Website: https://www.forgewealth.com LinkedIn: https://www.linkedin.com/in/reginamccannhess/ Facebook: https://www.facebook.com/ForgeWealth Instagram: https://www.instagram.com/forgewealthmanagement/ YouTube: https://www.youtube.com/@ForgeWealth Email: reginahess@forgewealth.com CONNECT WITH ALLISON FINE Website: Every.org LinkedIn: https://www.linkedin.com/in/allison-fine-a07132/ Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.forgewealth.com

September 23, 202615 min

Cutting Through the Noise with Lynell Shattls

Executive leadership coach Lynell Shattls joins Regina to discuss the challenges that often follow professional success. Lynell explains why accomplished leaders still struggle with imposter syndrome, how delegation can create opportunities for others, and why an outside perspective can help people recognize progress they may not see themselves. She also shares her own experience with burnout, the boundaries she wishes she had established earlier in her career, and why she encourages clients to make room for joy long before retirement. Episode Highlights: 0:00 - Introduction 0:38 - Meet executive leadership coach Lynell Shattls 1:31 - Recognizing progress before clients see it themselves 3:33 - Imposter syndrome, confidence, and delegation 4:40 - Developing executive presence through storytelling 5:24 - Why experience does not eliminate self-doubt 6:15 - Creating a personalized coaching relationship 7:54 - Burnout and boundaries as a professional woman 9:44 - Lynell's vision for retirement 11:45 - Favorite trips and national parks 14:38 - Closing thoughts and where to connect with Lynell ABOUT REGINA MCCANN HESS Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money. Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse. As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals. CONNECT WITH REGINA Website: https://www.forgewealth.com LinkedIn: https://www.linkedin.com/in/reginamccannhess/ Facebook: https://www.facebook.com/ForgeWealth Instagram: https://www.instagram.com/forgewealthmanagement/ YouTube: https://www.youtube.com/@ForgeWealth Email: reginahess@forgewealth.com CONNECT WITH LYNELL Website: https://www.lynellshattls.com/ LinkedIn: https://www.linkedin.com/in/lynellshattlscoach/ Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.forgewealth.com

September 16, 202624 min

Functional Health & Menopause with Wendy Romig

Wendy Romig never planned to take over her family's commercial printing management company. Then the pandemic changed everything. Wendy joins Regina to share what it was like buying the business from her father, navigating supply chain disruptions and modernizing the company – all while finding her voice in a male-dominated industry. She also discusses her work as a doctor of clinical nutrition and the need for more personalized conversations around women's health, specifically: hormones, stress, and gut health. And of course, it wouldn't be a Women and Wealth episode without double clicking on retirement plans and Wendy's vision for life beyond her career. Episode Highlights: 0:00 - Meet Wendy Romig 1:25 - Taking over the family business 4:08 - Making the company her own 6:15 - Adapting to technology and AI 7:17 - Functional medicine and personalized care 9:14 - Hormonal health, stress, and menopause 13:41 - The connection between gut health and hormones 15:48 - Leading in a male-dominated industry 19:04 - Finding her voice and learning to negotiate 20:55 - Wendy's vision for retirement 23:06 - Closing thoughts ABOUT REGINA MCCANN HESS Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money. Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse. As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals. CONNECT WITH REGINA Website: https://www.forgewealth.com LinkedIn: https://www.linkedin.com/in/reginamccannhess/ Facebook: https://www.facebook.com/ForgeWealth Instagram: https://www.instagram.com/forgewealthmanagement/ YouTube: https://www.youtube.com/@ForgeWealth Email: reginahess@forgewealth.com CONNECT WITH WENDY Website: https://www.bracelandgroup.com/ LinkedIn: https://www.linkedin.com/in/wendy-romig-dcn-ms-mba-2b666111/ Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.forgewealth.com

August 19, 202620 min

NY Real Estate with Ashley Reidy Quinn

Success in luxury real estate may look glamorous from the outside, but behind every polished listing is a great deal of hard work, emotional intelligence, and persistence. This week, Regina sits down with Ashley Reidy Quinn, co-founder of a six-person real estate team at Coldwell Banker Warburg. Ashley shares how her parents inspired her interest in real estate, why she changed career paths while attending NYU, and what she loves about working with clients from New York and around the world. Ashley also opens up about beginning her career in a competitive, male-dominated industry and learning to stand up for herself when her experience and role were dismissed. She explains how confidence develops over time, why strong teammates and support systems matter, and how keeping the client's needs at the center helps her navigate difficult personalities and challenging transactions. The conversation also explores Ashley's vision for retirement, including creating more passive income, becoming more selective about the clients she serves, and continuing to work in a way that gives her greater freedom. Episode Highlights: 0:00 - Welcome to Women and Wealth 0:40 - Meet Ashley Reidy Quinn 2:03 - How Ashley found her way into real estate 3:30 - Working with clients from around the world 4:49 - Building a strong real estate team 6:44 - Managing the emotional side of real estate 8:42 - The hard work behind luxury listings 10:25 - Where to connect with Ashley 10:56 - Challenges facing women in real estate 13:24 - Building confidence over time 14:46 - Standing up for yourself professionally 16:54 - Ashley's vision for retirement 19:32 - Believing in yourself and knowing you belong 20:01 - Closing thoughts and how to connect ABOUT REGINA MCCANN HESS Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money. Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse. As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals. CONNECT WITH REGINA Website: https://www.forgewealth.com LinkedIn: https://www.linkedin.com/in/reginamccannhess/ Facebook: https://www.facebook.com/ForgeWealth Instagram: https://www.instagram.com/forgewealthmanagement/ YouTube: https://www.youtube.com/@ForgeWealth Email: reginahess@forgewealth.com CONNECT WITH ASHLEY Website: cbwarburg.com LinkedIn: https://www.linkedin.com/in/ashley-reidy-quinn-7851b161/ Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.forgewealth.com.Forge Wealth Management

August 12, 202618 min

10 Things You Should Know About Retirement

Retirement planning is about more than reaching a savings goal. It also means preparing for healthcare costs, changing income needs, housing decisions, relationships, purpose, and the transition into a completely different stage of life. This week, Regina shares 10 important things to consider before retirement, including how to budget for a longer life, understand your income sources, prepare for healthcare expenses, manage debt, and plan for required minimum distributions. She also explains why the emotional and personal sides of retirement matter just as much as the financial ones. From creating a daily routine and maintaining social connections to updating your legal documents and finding purpose beyond work, a successful retirement requires planning for the life you actually want to live. Episode Highlights: 0:00 - Welcome to Women and Wealth 0:45 - 10 things to know about retirement 1:54 - Budgeting for longevity and inflation 2:55 - Understanding your retirement income sources 4:15 - Planning for healthcare and long-term care costs 5:12 - Managing debt before retirement 6:34 - Required minimum distributions and Roth conversions 7:34 - Making the shift from saving to spending 9:31 - Keeping legal documents and beneficiaries updated 11:05 - Downsizing, relocating, and aging in place 11:53 - Creating a healthy daily routine 13:54 - Finding purpose and identity beyond work 16:53 - Preparing for a fulfilling retirement 17:13 - Closing thoughts and how to connect ABOUT REGINA MCCANN HESS Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money. Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse. As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals. CONNECT WITH REGINA Website: https://www.forgewealth.com LinkedIn: https://www.linkedin.com/in/reginamccannhess/ Facebook: https://www.facebook.com/ForgeWealth Instagram: https://www.instagram.com/forgewealthmanagement/ YouTube: https://www.youtube.com/@ForgeWealth Email: reginahess@forgewealth.com Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. This material was prepared by MFS Fund Distributors, Inc. For a list of states in which I am registered to do business, please visit www.forgewealth.com. MFS Fund Distributors, Inc. is not affiliated with, nor endorsed by LPL Financial, Private Advisor Group, or Forge Wealth Management

August 5, 202624 min

Motivating Organizations and People with Michelle Kozin

Strong leadership matters most when the pressure is high, change feels uncomfortable, and relationships are being tested. This week, Regina sits down with Michelle Kozin, founder and president of Predictive Advisors, to discuss how behavioral science can help leaders navigate those moments. Drawing on more than 20 years of experience in leadership development and organizational change, Michelle explains how self-awareness, curiosity, and diversity of thought can strengthen teams, build trust, and improve performance. They also discuss multigenerational workplaces and Michelle's vision for retirement. Episode Highlights: 0:00 - Meet Michelle Kozin, founder of Predictive Advisors 2:48 - Helping leaders and teams navigate change 6:46 - The head, heart, and briefcase model 9:08 - Building trust in relationship-driven industries 10:42 - Navigating generational change 12:53 - Multigenerational family businesses 14:12 - Why trust cannot be automated 16:23 - The three types of diversity 21:04 - Michelle's vision for retirement 23:19 - Episode wrap-up ABOUT REGINA MCCANN HESS Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money. Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse. As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals. CONNECT WITH REGINA Website: https://www.forgewealth.com LinkedIn: https://www.linkedin.com/in/reginamccannhess/ Facebook: https://www.facebook.com/ForgeWealth Instagram: https://www.instagram.com/forgewealthmanagement/ YouTube: https://www.youtube.com/@ForgeWealth Email: reginahess@forgewealth.com CONNECT WITH MICHELLE Website: https://predictiveadvisors.com/ LinkedIn: https://www.linkedin.com/in/michellekozin/ Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.forgewealth.com

July 29, 202617 min

SpaceX IPO

The excitement surrounding a major IPO like SpaceX can make it feel like you need to act quickly or risk being left behind. But popularity alone does not make an investment right for your portfolio. This week, Regina breaks down the questions to ask before investing in an IPO, including how much risk you can handle, what purpose the investment would serve, and what you may need to give up to make room for it. She also explains how newly public companies can eventually affect your retirement savings through the index funds inside your 401(k). Episode Highlights: 0:00 - Introduction 1:32 - Why hype does not make an investment right for you 3:21 - What an IPO is and why prices can be volatile 4:35 - Preparing for upcoming AI-related IPOs 6:02 - Could you handle a major drop in the stock? 6:54 - What purpose would the investment serve? 7:27 - Understanding the financial trade-offs 8:58 - How IPOs can affect your 401(k) 10:19 - Potential inclusion in the S&P 500 13:26 - AI, investing, and long-term uncertainty 16:13 - Episode wrap-up ABOUT REGINA MCCANN HESS Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money. Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse. As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals. CONNECT WITH REGINA Website: https://www.forgewealth.com LinkedIn: https://www.linkedin.com/in/reginamccannhess/ Facebook: https://www.facebook.com/ForgeWealth Instagram: https://www.instagram.com/forgewealthmanagement/ YouTube: https://www.youtube.com/@ForgeWealth Email: reginahess@forgewealth.com Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. This material was prepared by Snappy Kraken For a list of states in which I am registered to do business, please visit www.forgewealth.com. Hartford Funds is not affiliated with, nor endorsed by LPL Financial, Private Advisor Group, or Forge Wealth Management

July 22, 202626 min

Public Relations with Michele Treacy

Getting your name into the media is about more than having something to promote. It takes a clear message, the right opportunities, and the patience to build trust over time. Regina sits down with public relations professional and former television reporter Michele Treacy to talk about what goes into creating a strong media presence. Michele explains how she helps executives and thought leaders identify the stories worth telling, connect with the right outlets, and become reliable sources journalists return to. They also discuss the difference between earned and paid media, the importance of collaboration, and why meaningful visibility rarely happens overnight. Michele shares her own experience transitioning from television news into public relations, the uncertainty that came with changing careers, and how she learned to trust that her existing skills could lead her somewhere new. Episode Highlights: 0:00 - Welcome and introducing Michele Treacy 1:08 - From television news to public relations 2:49 - Finding the right media opportunities and building a clear message 6:35 - Becoming a trusted source through earned media 10:16 - Why meaningful visibility takes time 13:36 - Michele's work across different industries 17:28 - Navigating a major career transition 21:32 - Building confidence and getting out of your own head 23:22 - Michele's vision for retirement 24:32 - Letting your story and career evolve 25:24 - Episode wrap-up ABOUT REGINA MCCANN HESS Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money. Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse. As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals. CONNECT WITH REGINA Website: https://www.forgewealth.com LinkedIn: https://www.linkedin.com/in/reginamccannhess/ Facebook: https://www.facebook.com/ForgeWealth Instagram: https://www.instagram.com/forgewealthmanagement/ YouTube: https://www.youtube.com/@ForgeWealth Email: reginahess@forgewealth.com CONNECT WITH MICHELE Website: https://mrtcommunications.com/ LinkedIn: https://www.linkedin.com/in/mrtreacy51/ Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.forgewealth.com

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