Have you ever wondered:

- Why you can advocate fiercely for a friend but freeze up asking for your own raise?

- Whether staying quiet in a salary negotiation is actually costing you more than you think?

- If "confidence" is something you need before you negotiate, or something you build by doing it anyway?

In this episode, Susan and Sara sit down with Katie Naughton — entrepreneur, investor, and founder of Drive Her Forward (https://www.driveherforward.com/) who built her career in one of the most male-dominated industries in America: automotive retail. As one of the rare 1% of women to own and operate a dealership, Katie has negotiated everything from multi-million dollar acquisitions to her own salary, and she's candid about the one time she didn't ask for what she was worth — and what it taught her.

In this episode, we cover:

- Breaking into a male-dominated industry: Katie's path from wanting to be a sideline sports broadcaster to becoming one of the few female dealership owners in the country.

- The moment she realized she could lead, not just sell: How working inside other dealerships sparked the confidence to buy her own.

- Why women underprice themselves: Katie unpacks the conditioning that leads women to prioritize being "agreeable" over asking for what they're worth.

- The power of the pause: A simple negotiation tactic — staying silent after stating your number — that can shift control of the entire conversation.

- Confidence is built by doing, not waiting: Why "diving in" before you feel ready is often the fastest way to actually feel ready.

- The "Win of the Week" habit: A simple weekly practice that gives you 52 concrete reasons to ask for that raise or promotion at year-end.

- You don't need to feel 100% ready to negotiate — you just need a number, a plan, and the willingness to sit in the silence.

Chapters

0:00 - Introducing Katie Naughton

1:52 - Becoming one of the 1% female dealership owners

4:54 - Selling, Covid, and pivoting to automotive M&A

6:50 - Why she built a negotiation course for women

8:09 - The lowball offer that started it all

9:59 - Why women leave money on the table

11:28 - Getting out of your own way & making a plan

13:09 - Mastering "the pause" in negotiation

16:09 - The "Win of the Week" habit

18:20 - Confidence comes from action, not waiting

22:00 - Katie's final negotiation advice & where to find her

👋 If this episode hit home, give it a like, drop a comment with your own negotiation story, and subscribe so you don't miss next week's conversation.

📖 For more on building financial confidence, visit the Sorelle Journal: https://www.sorellewealthpartners.com/blog

Her Wealth: Unscripted is hosted by Susan Jones, JD, CFP®, CDFA® and Sara Gelsheimer, MBA, CFP®, co-founders of Sorelle Wealth Partners, a fee-only fiduciary wealth management firm serving women and families navigating divorce, widowhood, retirement, and other major life transitions, with offices in Boca Raton, FL and St. Louis, MO. Learn more at sorellewealthpartners.com.

This week's guest: Katie Naughton, entrepreneur, investor, and founder of Drive Her Forward, a national leadership platform for high-performing women. Learn more at driveforward.com.

#NegotiationTips #FinancialConfidence #HerWealthUnscripted

Have you ever wondered…

• Why do so many financially "educated" adults still make decisions from a place of fear?
• When is the right time to start talking to kids about money — and how do you even begin?
• What would it look like to raise a child who sees money as a tool, not a measure of who they are?

Susan and Sara sit down with Maggie Shih — founder and CEO of Theta Labs and creator of Satta, an app designed to build financial literacy and emotional intelligence in kids as young as five — for a conversation that's equal parts personal and practical. Maggie grew up watching her fierce, self-made single mother build a business from nothing while never uttering a word about money. That silence shaped Maggie's relationship with finances well into adulthood — and ultimately became the spark behind a new kind of financial tool for the next generation.

In this episode, we cover:

• The real cost of money silence — Why avoiding financial conversations at home doesn't protect kids; it makes money feel taboo, shameful, and scary well into adulthood.
• Net worth is not self-worth — How untangling the stories we inherited about money frees us to see it as a neutral tool — and why that reframe has to start young.
• The five-year window — Why age five is a critical baseline for financial habit formation, when kids are already building patience, delayed gratification, and emotional regulation.
• Mindset over math — Why a child can understand how savings accounts work and still make fear-based financial choices — and what it takes to close that gap.
• Literacy vs. ability — Why a single high school econ class was never going to be enough, and why behavioral change, not information, is what actually moves the needle.
• Duolingo meets Tamagotchi — How Satta turns daily financial habits into a game: kids adopt a virtual pet, complete short quests, and earn gems — building real-world consistency through play.

Chapters:

0:00 - Welcome & Introducing Maggie Shih

1:49 - How Maggie's Story Led to Satta

3:03 - What Financial Silence Actually Costs Kids

4:55 - Separating Net Worth from Self-Worth

6:09 - Why Age Five Is the Critical Window

7:10 - The Four Pillars: Concepts, Skills, Mindsets & Habits

8:03 - Literacy vs. Ability — Why Information Isn't Enough

9:54 - Inside the App: How Satta Works

11:51 - Maggie's Entrepreneurial Journey

14:30 - What's Next: Satta Markets & Community Events

16:12 - Who's Using the App (and Why Parents Love It)

18:08 - Practical Tips for Raising Money-Confident Kids at Home

21:52 - How to Break the Cycle — For Yourself and Your Kids

23:28 - Where to Find Maggie & Satta 

📖 More honest conversations about money and life at the Sorelle Journal: https://www.sorellewealthpartners.com/blog

Her Wealth: Unscripted is hosted by Susan Jones, JD, CFP®, CDFA® and Sara Gelsheimer, MBA, CFP®, co-founders of Sorelle Wealth Partners, a fee-only fiduciary wealth management firm serving women and families navigating divorce, widowhood, retirement, and other major life transitions, with offices in Boca Raton, FL and St. Louis, MO. Learn more at sorellewealthpartners.com.

Connect with Maggie Shih: Instagram @_maggieshih | Satta app: https://www.sattaworld.co/

#FinancialLiteracyForKids #ConsciousParenting #HerWealthUnscripted

Have you ever wondered…

• Whether you're too focused on the day-to-day to see the bigger picture of where your life is actually headed?
• If the definition of success you've been chasing is actually yours — or just one you inherited?
• What it would feel like to stop people-pleasing and start designing a life on your own terms?

In this episode, Susan and Sara get personal. They share where they each were a decade ago — deep in demanding careers, navigating new motherhood, and measuring success by someone else's yardstick — and what they know now that they wish they'd known then. It's honest, a little vulnerable, and full of the kind of perspective that only comes from living it.

In this episode, we cover:

• The "good mom vs. good employee" myth: Sara opens up about the fear that becoming a mother would diminish her value at work — and what she'd tell herself now.
• Overthinking the small stuff: Susan shares a summer camp story that perfectly captures how easy it is to obsess over decisions that won't matter in ten years.
• Redefining success from the inside out: Both hosts reflect on how their definitions of success have shifted — from climbing a ladder to building something meaningful on their own terms.
• The power of strategic life check-ins: Why Sara believes you need to deliberately pause and ask, "Am I living the life I actually intended to be living?"
• Nothing is off the table: Susan's reminder that when you're buried in responsibilities, it can feel like you have no options — but you usually have more than you think.
• Dreaming big and doing the work: Sara's closing message about intentional living, letting go of "supposed to," and tapping into what you actually want.

You can't go back and give your younger self a pep talk — but you can start listening to yourself a little more today. That's the whole point.

Chapters:

0:00 - Today's Episode: What We Wish We Knew Ten Years Ago

0:53 - Where Susan Was Ten Years Ago: Partner Life, Four Kids, and the Clock Ticking

2:27 - Where Sara Was Ten Years Ago: Marriage, Fertility Fears, and a Career Identity Crisis

4:38 - The Things We Worried About That Weren't Worth It

8:22 - Susan on Working Midnight Hours — and Learning There's More Than One Way to Be a Good Mom

10:09 - What Did Success Look Like Ten Years Ago?

13:19 - Advice to Our Younger Selves: Listen to Yourself More

17:18 - Dream Big and Stop People-Pleasing

👋 If this episode hit close to home, we'd love to hear what you'd tell your younger self — drop it in the comments. And if you found this helpful, please like, subscribe, and share with a woman who needs to hear it.

📖 More honest conversations about money and life: https://www.sorellewealthpartners.com/blog

Her Wealth: Unscripted is hosted by Susan Jones, JD, CFP®, CDFA® and Sara Gelsheimer, MBA, CFP®, co-founders of Sorelle Wealth Partners, a fee-only fiduciary wealth management firm serving women and families navigating divorce, widowhood, retirement, and other major life transitions, with offices in Boca Raton, FL and St. Louis, MO. Learn more at sorellewealthpartners.com.

#WomenAndMoney #LifeTransitions #HerWealthUnscripted

Have you ever told yourself you're just "not good with money" — even though you're smart, capable, and killing it in every other area of your life? Have you felt a knot in your stomach at the thought of taking the lead on a financial decision, worried about what it might mean for the people around you? Do you spend more energy managing other people's comfort than building your own future?

In this episode, Susan and Sara sit down with licensed psychotherapist Anna Holtzman to follow the thread from people pleasing all the way to your bottom line. Anna spent 15 years editing reality TV under relentless pressure — until her body finally forced her to stop. That turning point led her to the work she does now: helping high-achieving women untangle the patterns that keep them playing small.

In this episode, we cover:

• The physical price of high performance: When you operate under constant pressure without relief, your body starts sending signals — migraines, anxiety, emotional dysregulation — that something has to change.
• Why successful women still get caught in people-pleasing: Even accomplished leaders fall into patterns of rule-following and keeping others comfortable, often at a significant cost to themselves.
• The financial fallback of "I'm not good with numbers": This isn't about intelligence — it's a subconscious way of stepping back from financial decisions that feel like they might create conflict or cost you connection.
• Safety first, strategy second: Anna's insight that feeling relationally and nervous-system safe is 80% of the battle when it comes to finally taking ownership of your money.
• Three tools for getting out of fight-or-flight: Co-regulation, graded exposure, and dialoging with fear — Anna's practical framework for building capacity without overwhelming yourself.
• The Melt Through Method: A daily journaling practice designed to calm your internal fear state so you can make decisions from clarity instead of anxiety.

The "not good with money" story is almost never the truth. More often, it's a protective layer over something much more personal — and much more fixable.

0:00 - Welcome & introducing Anna Holtzman 

2:02 - Anna's story: from reality TV to therapy 

7:20 - Why high-achieving women still people-please 

12:28 - People pleasing & the rise of gray divorce 

14:38 - What keeps women stuck: the fear of losing connection 

17:22 - How people pleasing shows up in financial life 1

20:03 - "I'm not good with money" as a protective story 

26:33 - Three tools to regulate your nervous system 

28:04 - The Melt Through Method: journaling with your fear 

32:23 - First steps + Anna's free course for listeners 

👋 If this episode resonated, we'd love to hear about it — leave a comment, subscribe, and share with a woman who needs this conversation. 

📖 More resources and reflection on the Sorelle Journal: https://www.sorellewealthpartners.com/blog

Connect with Anna Holtzman: Visit https://www.annaholtzmantherapy.com/hwu for her free course on the Melt Through Method, listen to her podcast How to Trust Yourself, or find her on Instagram @anna_holtzman.

Her Wealth: Unscripted is hosted by Susan Jones, JD, CFP®, CDFA® and Sara Gelsheimer, MBA, CFP®, co-founders of Sorelle Wealth Partners, a fee-only fiduciary wealth management firm serving women and families navigating divorce, widowhood, retirement, and other major life transitions, with offices in Boca Raton, FL and St. Louis, MO. Learn more at sorellewealthpartners.com.

#WomenAndMoney #PeoplePleasing #HerWealthUnscripted

Have you ever wondered: Am I saving too much and enjoying life too little? Why do I feel guilty spending money I’ve earned? How do I get more involved in my family’s finances when I feel like I don’t know enough? This episode is for you.

We believe financial decisions are most powerful when they’re made with intention and grounded in what matters most to you — and that starts with giving yourself grace. By getting honest about our own hurdles, we hope to create a shame-free zone for women to examine their own financial journeys.

In this episode, we cover:

• The “chronic saver” trap — why a scarcity mindset can hold you back from enjoying your money, even when your retirement plan is solid
• The emotional side of money — how subconscious feelings about finances drive our decisions more than spreadsheets do
• Spending guilt — why it’s easier to give clients permission to spend than to give it to ourselves
• The confidence gap — the silent mistake of assuming you “don’t know enough” to be involved in your own financial life, and why handing over 100% of financial control creates avoidable problems later
• Transitioning from saving to spending — what it really takes to shift from the working years into retirement with confidence
• The moral of the story? Financial mistakes are almost always repairable. It’s more than just the numbers — it’s the life they make possible.

Chapters:

0:00 - Why we’re sharing our own money mistakes 

1:09 - Susan’s uninvested cash mistake 

2:45 - Sara’s chronic saver confession 

11:04 - Purchases we completely regret 

16:30 - The “it’s just money” moment 

17:50 - The confidence gap holding women back 

18:30 - How mistakes make us better advisors 

👋 If this conversation resonated, like the video, share your thoughts in the comments, and subscribe for more real conversations about women and wealth.

📖 Read the full transcript and companion article on the Sorelle Journal: https://www.sorellewealthpartners.com/blog

Her Wealth: Unscripted is hosted by Susan Jones, JD, CFP®, CDFA® and Sara Gelsheimer, MBA, CFP®, co-founders of Sorelle Wealth Partners, a fee-only fiduciary wealth management firm serving women and families navigating divorce, widowhood, retirement, and other major life transitions, with offices in Boca Raton, FL and St. Louis, MO. Learn more at [sorellewealth.com].

#HerWealthUnscripted #MoneyMindset #WomenAndWealth

Elizabeth draws from over two decades of experience to discuss the "survival mode" many successful women experience during major life transitions. From burnout and career pivots to the emotional and financial pressures of caregiving, we explore how to recognize these patterns and begin building a life that feels sustainable and financially grounded.

In this episode, you’ll learn:

• What Survival Mode Actually Looks Like: Why successful, dependable women often feel "on edge" and trapped by decision fatigue despite appearing to have it all together.
• The "Juggling Balls" Metaphor: How high-achieving women go from managing three responsibilities to ten, fearing that everything will fall apart if they slow down.
• The Gender and Childhood Connection: How being the "eldest daughter" or the reliable family member leads to internalized pressure to put others' needs first.
• Financial Repercussions of Caregiving: The impact of the "sandwich generation" on retirement savings and why generosity shouldn't come at the cost of your own future.
• Practical Strategies for Relief: Why saying "no," asking for help, and outsourcing tasks like grocery delivery or cleaning are essential for nervous system regulation.
• Using Money as a Tool: How to use your finances to "buy back" time and support your need for rest and alignment.

Her Wealth: Unscripted is dedicated to helping women feel more intentional and less overwhelmed. Because it’s more than numbers; it’s the life they make possible.

✨ Ready to move from survival to alignment?

• Visit Sorelle Wealth Partners: https://www.sorellewealthpartners.com
• Connect with Elisabeth Nyang-Coleman: Find her at LeadHerDynamics.com

If you’re ready to build a life that is both successful and sustainable, our team is here to guide you with clarity and partnership.

#SurvivalMode #BurnoutRecovery #WomenAndMoney #FinancialResilience #SorelleWealthPartners #HerWealthUnscripted #LeadHerDynamics #SelfCareForWomen

On paper, Belle Burden had all the tools to navigate her financial life perfectly. She was a Harvard Law graduate, a high-powered New York attorney, and a beneficiary of generational family wealth. Yet, after 20 years of marriage, three children, and stepping back from her career to support her husband’s corporate climb, she was completely blindsided when he abruptly walked out—leaving behind a complex web of financial inequality and a heavily altered prenuptial agreement.

Susan and Sara map out the major financial "red flags" and pivotal moments in Belle’s story, sharing the hard-hitting advice they give to their clients to prevent these situations from happening in real life.

Key Takeaways From This Episode:

• The Prenup Trap: Why having any prenuptial agreement isn't always better than no prenup, and the danger of signing last-minute changes under pressure.
• The Invisible Opportunity Cost: The long-term financial impacts women face when stepping away from the workforce—from paused career advancement to reduced Social Security and retirement compounding.
• The Commingling Mistake: A painful look at how taking a major distribution from a protected family trust to purchase a joint primary residence permanently alters separate property rights.
• Financial Transparency is Table Stakes: The critical importance of maintaining full visibility into household income, account balances, and bonuses, even in the healthiest partnerships.
• The "If I Die" Binder: Practical strategies for creating a centralized financial road map so both partners are equipped to handle day-to-day and long-term finances in a crisis.

“Because it's more than numbers, it's the life they make possible.” 

#HerWealthUnscripted #Prenup #FinancialIndependence #DivorceSmart #WomenAndWealth #AssetProtection #MarriageAndMoney #SmartInvesting

We explore the specific pressures facing Gen X women—the "latchkey kids" raised to equate stuff with success—and the deep identity shift required to walk away from a corporate brand. Shanna shares how she navigated the "itchy" brand change of starting over and how she now helps others find a career that energizes rather than drains them. This episode is a roadmap for any woman looking to pivot toward a life of clarity, confidence, and purpose.

You’ll learn:

• The "Decimal Point" Moment: How realizing your work lacks personal impact can lead to a powerful career reckoning.
• The Gen X Success Trap: Why our generation was taught to "sell our souls" for status symbols and how to break that cycle.
• Redefining Your Currency: Shifting the focus from a dollar amount to a "holistic picture" that includes health, sleep, and time with family.
• The Identity Shift: Managing the discomfort of no longer being "the industry expert" and building a new brand from scratch.
• CliftonStrengths for Transitions: Using your natural talents to identify why your current job is "sucking the life" out of you.
• Stairs vs. Cliffs: Why you don’t have to jump off a ledge to make a change—practical ways to take "baby steps" toward a new path.
• Financial Flexibility: Realizing that the "number" needed to step away is often much lower than you think when you adjust your lifestyle.

If you are looking to advance your career or navigate a professional transition, you can connect with Shanna Weber here. 

Chapters:

00:00 – Introduction

02:00 – Humble beginnings and the 23-year climb to Managing Director.

04:30 – The financial and personal cost of the "prestigious" paycheck.

05:14 – The week that changed everything: Layoffs and realizing a lack of impact.

07:43 – The Brand Pivot: Moving from an industry expert to "starting over".

14:36 – Gen X Research: The "Latchkey" generation and our unique relationship with work.

17:16 – Status Symbols: Why we chase the Porsche and the second house.

21:57 – Midlife Evaluation: Deciding what the next 40 years of your life should look like.

27:45 – Strengths and Energy: Using CliftonStrengths to find the right alignment.

32:57 – Holistic Wealth: Trading dollar signs for better health and family memories.

36:42 – How to connect with Shanna and Prima Consulting.

You’ll learn:

• The Cost of Admission: Why volatility is an inseparable part of outperforming inflation over time.
• The "Right Twice" Trap: Why timing the market requires being right when you sell and when you buy back in—a feat even professionals rarely master.
• The Power of Presence: How missing only 10 to 20 of the best trading days over a 20-year period could cut your potential returns by more than half.
• Cash Isn't Risk-Free: The "gut punch" reality of opportunity cost when leaving assets in cash for decades.
• Diversification as a Sleep Aid: How asset allocation across sectors and global markets provides stability when domestic markets struggle.
• The "Advanced Class" Mindset: How to reframe a market dip as a "fire sale" and use systemic investing to buy on discount.
• Actionable Anxiety Relief: Practical steps to take—and things to stop doing—when you feel the urge to make a rash financial move.

Chapters:

• 00:00 – Welcome to Her Wealth: Unscripted
• 00:57 – Acknowledging the emotions behind turbulent times
• 01:20 – Volatility: The price you pay for returns
• 03:40 – The hidden risks of sitting in cash and the "Roth gut punch"
• 06:41 – The danger of trying to time the market
• 09:01 – The $500k Example: The high cost of missing the best trading days
• 12:12 – Moving to the "Advanced Class": Reframing market dips as sales
• 15:18 – Diversification and understanding Asset Allocation
• 19:59 – The case for Global Diversification and avoiding Home Bias
• 23:28 – When your "Sleep at Night" factor triggers an allocation change
• 26:29 – Practical tips: How to avoid rash decisions during volatility
• 29:59 – Closing: It’s more than numbers, it’s the life they make possible

At Sorelle Wealth Partners, we believe that financial clarity leads to confidence. For more insights on navigating complex financial transitions, visit the Sorelle Journal at our website. If market volatility is keeping you up at night, we are here to help you assess your strategy and stay the course.

#CompoundInterest #InvestingFacts #RetirementPlanning #StockMarketNews #WealthGap #SorelleWealth

Any rates of return, investment outcomes, performance illustrations, or year-over-year return examples discussed in this presentation are hypothetical and are provided solely for educational and informational purposes. These examples do not represent the actual performance of any client account, portfolio, or investment strategy and should not be relied upon as an indication of future results.

Hypothetical returns are based on assumptions that may not reflect actual market conditions, investment decisions, fees, expenses, taxes, or other factors that can materially impact investment performance. Actual results will vary and may be significantly different from those discussed.

Nothing contained in this presentation should be construed as investment, legal, or tax advice, or as a recommendation to buy or sell any security or adopt any particular investment strategy. All investments involve risk, including the possible loss of principal, and past performance is not indicative of future results.

Ericka spent over 28 years in the healthcare industry, moving from high-stress bedside nursing in the neonatal ICU to clinical leadership and eventually healthcare technology. Her journey was shaped by personal seasons—raising children, navigating a divorce, and the necessity of accelerating her earning potential—which ultimately led her to launch her own business. Now, she helps other women, particularly healthcare professionals, find alignment and confidence without "blowing up their lives" in the process.

In this episode, you’ll learn:

• The Myth of Starting Over: Why a career pivot at midlife isn't about starting from scratch, but rather building on your established "superpowers."
• The Emotional Weight of Healthcare: Understanding the unique stress and 74% burnout rate among nurses and why self-care is a professional necessity.
• Navigating Life’s Transitions: How Ericka managed the financial and emotional pressures of divorce and parenting while advancing her career.
• Opening the Door to New Opportunities: Why healthcare professionals are highly valued in industries like tech, IT, and medical devices.
• Breaking the "Conditioning": Overcoming the belief that you need more degrees or certifications to make a change.
• Practical First Steps: How to "pay attention to the signals" and use baby steps to explore a new path before taking a major leap.

Her Wealth: Unscripted is dedicated to helping women feel more intentional and less overwhelmed in their financial and personal lives. It’s more than the numbers; it’s the life they make possible.

✨ Ready to explore your next chapter?

• Visit Sorelle Wealth Partners: www.sorellewealthpartners.com
• Connect with Ericka Kirschner: Visit erickakirschner.com to take her free Career Check-in and explore coaching options.

If you’re ready to move from overwhelmed to empowered, our team is here to guide you with clarity and partnership.

#CareerPivot #WomenInHealthcare #FinancialWellness #SorelleWealthPartners #HerWealthUnscripted #NursingBurnout #MidlifeTransition #Entrepreneurship

Choosing an advisor is about more than just checking a box; it’s about finding a partner for your long-term financial journey. Many people spend more time researching a new refrigerator than the professional who will guide their financial future. Susan and Sara break down the technical "table stakes" and the emotional connections you should look for to ensure your advisor is truly in your corner.

In this episode, you’ll learn:

• The Fiduciary Standard: Why you must ask if an advisor is a fiduciary 100% of the time, and the difference between the "best interest" and "suitability" standards.
• Fee Transparency: Understanding the difference between Fee-Only, Fee-Based, and Commission-Based compensation to avoid hidden conflicts of interest.
• Decoding Credentials: What titles like CFP® (Certified Financial Planner), CFA (Chartered Financial Analyst), and CDFA® (Certified Divorce Financial Analyst) actually mean for your specific needs.
• The Value of Holistic Planning: Why true financial guidance involves a deep dive into taxes, estate planning, and asset titling, rather than just managing a portfolio.
• The "No Stupid Questions" Rule: Why your advisor should be able to explain complex strategies in plain English without relying on confusing jargon.
• Red Flags to Watch For: Why you should "run, not walk" away from anyone guaranteeing market returns or pressuring you into quick decisions.

Her Wealth: Unscripted is dedicated to helping women feel empowered and intentional in their lives. Because it’s more than numbers; it’s the life they make possible.

✨ Ready to find the right partnership? Visit Sorelle Wealth Partners: https://www.sorellewealthpartners.com

If you are looking for a non-judgmental, technical, and emotionally supportive team, we are here to guide you.

#FinancialAdvisor #Fiduciary #WealthManagement #WomenAndMoney #SorelleWealthPartners #HerWealthUnscripted #FinancialPlanning #CFP

Debbi shares her journey from the "dusty, masculine" second floor of a building supply company to creating a global coaching business centered on the transformative power of vision boards. While the concept of "manifesting" is often dismissed as "woo-woo," Debbi grounds the practice in hard data and neuroscience, explaining how visualization is a practical tool for anyone looking to bridge the gap between their current reality and their financial goals.

In this episode, you’ll learn:

• The 42% Rule: Why simply getting your goals out of your head and onto paper makes you 42% more likely to achieve them.
• The Reticular Activation System (RAS): How to program your brain’s internal filter to scan for opportunities that align with your vision.
• The Psychology of Saving: Why we often treat our "future self" like a stranger and how visualization makes long-term financial planning feel personal.
• The Anatomy of a High-Impact Vision Board: Why "chaotic collages" fail and why you need "white space" and a central image of yourself in a happy state to anchor your goals.
• Paper vs. Digital: Why physical cutting and gluing—the "in the hand, in the heart" process—creates a deeper neurological commitment than a digital app.
• The Power Word Alternative: A simple starting point for those who feel overwhelmed by a full six-hour vision board retreat.

Her Wealth: Unscripted is dedicated to helping women feel more intentional and less overwhelmed in their financial and personal lives. It’s more than the numbers; it’s the life they make possible.

✨ Ready to program your brain for success?

• Visit Sorelle Wealth Partners: https://www.sorellewealthpartners.com
• Connect with Debbi Sluys: Visit https://debbisluys.com/ to find free masterclasses, webinars, and the Dare to Declare magazine.

#VisionBoards #Neuroscience #FinancialSuccess #WomenAndMoney #HerWealthUnscripted #SorelleWealthPartners #MindsetMatters #GoalSetting

You’ll learn:

• Why your filing status on December 31st dictates your entire tax year.
• The reality of "Joint and Several Liability" and why filing jointly isn't always the best move.
• How the 2018 tax law changes eliminated the "win-win" deduction for alimony.
• The critical difference between $250k and $500k capital gains exemptions when selling a home.
• Why keeping the family home might leave you with fewer liquid assets than you realize.
• How to negotiate the division of estimated tax payments before the papers are signed.
• The importance of tax projections to avoid an "April Surprise" post-divorce.

Chapters:

00:00 – Introduction to Susan Jones and the CDFA Credential

01:45 – Why Women Often Face Greater Risks in Divorce Financials

03:19 – Timing the Split: Deciding When to File

04:14 – The Risks of Joint Tax Liability

05:33 – Post-2018 Alimony Rules and Retirement Impacts

06:44 – Head of Household Status and Child Tax Credits

09:14 – The "Home Trap": Capital Gains and Cost Basis

13:00 – Liquid Assets: Roth vs. Traditional IRAs

16:18 – Managing Estimated Payments and Tax Projections

At Sorelle Wealth Partners, we believe that financial clarity leads to confidence. For more insights on navigating complex financial transitions, visit the Sorelle Journal at our website. If you are currently navigating a divorce and need a specialist's eye on your assets, we are here to help.

Material prepared herein has been created for informational purposes only and should not be considered investment advice or a recommendation. Information was obtained from sources believed to be reliable but was not verified for accuracy. It is important to note that federal tax laws under the Internal Revenue Code (IRC) of the United States are subject to change, therefore it is the responsibility of taxpayers to verify their taxation obligations.

When life feels like it’s falling apart—whether due to divorce, burnout, or a major identity shift—the pressure to make big financial and life decisions can be paralyzing. Amy shares her personal journey of rebuilding her life after a divorce at 27, moving across the world alone, and eventually discovering the physiological keys to true recovery. We dive into why traditional "self-care" often isn't enough and how regulating your nervous system is the essential first step before tackling your bank account.

In this episode, you’ll learn:

• The Science of Safety: Why making critical decisions—like selling a house or shifting a career—while in a "fight, flight, or freeze" state can lead to costly mistakes.
• The "Hold Method" Framework: How to move from overthinking and survival mode into a state of clarity and confidence.
• Practical Regulation Tools: Amy’s approach to morning rituals, including accessible breathwork, meditation, and building "body belief" through gratitude.
• Tapping Into Female Intuition: How to quiet the noise of constant busyness and social media to finally hear your own internal guidance.
• The Power of One Step: Why looking at a "10-step plan" is overwhelming during a crisis, and how to focus on the single next right habit.
• Identifying Dysregulation: Key signs you are running on empty, from chronic fatigue and "brain fog" to the inability to make simple daily choices.

Her Wealth: Unscripted is dedicated to helping women feel more intentional and less overwhelmed in their financial and personal lives. It’s more than the numbers; it’s the life they make possible.

✨ Ready to regulate and rebuild?

• Visit Sorelle Wealth Partners: https://www.sorellewealthpartners.com
• Connect with Amy Kelly: https://www.amykellycoach.com/
• Listen to Amy’s Podcast: Check out Dream Big with Amy for more conversations on self-leadership and authentic living.

If you’re navigating a transition and need a partner to help you find your footing, our team is here to guide you with clarity and empathy.

#NervousSystemRegulation #WomenAndWealth #LifeTransitions #DivorceRecovery #SelfTrust #SorelleWealthPartners #HerWealthUnscripted #FinancialWellness

In this episode, hosts Susan Jones and Sara Gelsheimer explore the profound impact of philanthropy. While many see charitable giving through the lens of tax planning and financial efficiency, Susan and Sara highlight that true philanthropy starts with a service-oriented heart and clear donor intent. 

You’ll learn:

• Strategic Giving: Why Donor Advised Funds (DAFs) are one of the most flexible tools for receiving an immediate tax deduction while retaining future gifting control. 
• Maximizing Retirement Assets: How to use Qualified Charitable Distributions (QCDs) from your IRA to satisfy your Required Minimum Distribution (RMD) age requirements tax-efficiently. 
• Inheritance & Charity: The benefits of naming a charity as an IRA beneficiary to avoid the "tax burden" on family members. 
• Raising Charitable Children: Practical strategies for instilling a philanthropic mindset in the next generation through family meetings and shared missions. 
• Due Diligence: How to use tools like Charity Navigator to ensure your contributions reach the end cause with minimal administrative waste. 

Whether you are looking to simplify your year-end receipts or want to build a lasting family legacy, this episode provides the technical expertise and emotional insight to align your wealth with your values. 

Her Wealth: Unscripted is here to support women through every phase of life—without jargon, shame, or overwhelm.

✨ Ready to build a financial plan that evolves with you? Visit Sorelle Wealth Partners: https://www.sorellewealthpartners.com

Our team is here to guide you with clarity, partnership, and confidence—because money is more than numbers. It’s the life they make possible.

The mental load is the invisible labor of planning, worrying, and remembering that keeps a household running. From dinner prep and sports schedules to the complex financial "what-ifs," women often carry this weight alone. We explore why this happens and, more importantly, how to lighten the burden.

In this episode, you’ll learn:

• What the Mental Load Really Is: Why the "invisible" nature of these tasks makes them so exhausting.
• The Financial Mental Load: How tracking cash flow, paying bills, and planning for the future creates a unique form of financial anxiety.
• The Gender Gap in Thinking Ahead: Why women often handle the "pre-work" and "follow-up" of family decisions, even in equal partnerships.
• The Perfectionism Trap: How being a "recovering perfectionist" can prevent us from delegating effectively.
• Michelle’s "Love and Fit" Test: A simple framework to help you decide what to say "yes" to and what to let go.
• Practical Steps to Lighten the Load: Tips on automation, writing it down, and communicating with your partner to find relief.

Her Wealth: Unscripted is dedicated to helping women feel more intentional and less overwhelmed in their financial and personal lives. It’s more than the numbers; it’s the life they make possible.

✨ Ready to lighten your mental load? * Visit Sorelle Wealth Partners: https://www.sorellewealthpartners.com

• Connect with Michelle Gauthier: https://www.michellegauthier.com to take the "Root of Your Overwhelm" quiz.

If you’re ready to move from overwhelmed to empowered, our team is here to guide you with clarity and partnership.

#MentalLoad #WomenAndMoney #FinancialWellness #SorelleWealthPartners #HerWealthUnscripted #LifeCoaching #OverwhelmRelief

In this episode, hosts Susan Jones and Sara Gelsheimer explore the powerful — and often overlooked — financial implications of motherhood. From early career decisions and childcare costs to midlife planning, confidence shifts, and long-term financial security, they break down how motherhood reshapes women’s financial lives far beyond the early years.

You’ll learn:

• How motherhood impacts career trajectories and long-term earning potential

• The real cost of childcare — and why stepping away from work can have lasting effects

• Why focusing only on short-term cash flow can create long-term financial risk

• How guilt-driven spending shows up in motherhood (and how to avoid it)

• Why many women manage day-to-day finances but stay out of long-term planning

• How motherhood can both strengthen resilience and erode financial confidence

• Practical steps to simplify your financial life, stay involved, and reclaim financial authority

• Why flexible planning is essential as women move through different stages of motherhood

Whether you’re a new mom, a working parent, navigating midlife transitions, or thinking ahead to retirement, this episode offers clarity, perspective, and actionable guidance to help you feel more confident and intentional about your financial future.

Her Wealth: Unscripted is here to support women through every phase of life — without jargon, shame, or overwhelm.

✨ Ready to build a financial plan that evolves with you?

Visit Sorelle Wealth Partners: https://www.sorellewealthpartners.com

Our team is here to guide you with clarity, partnership, and confidence — because money is more than numbers. It’s the life they make possible.

In this episode, hosts Susan Jones and Sara Gelsheimer dive into the complex world of inheriting money—a life event that is rarely just "sunshine and rainbows". While inheriting assets can provide new opportunities, it often comes during a season of deep grief, bringing unexpected emotional weight and heavy legal responsibilities.

You’ll learn:

• The Emotional Weight: Why guilt, family dynamics, and "unworthy" feelings often surface after an inheritance.
• Roles & Responsibilities: The difference between being a beneficiary and the daunting fiduciary duties of an executor or trustee.
• Tax Strategy 101: How a step-up in basis can eliminate gains on concentrated stock positions or real estate.
• The IRA Trap: Why the Secure Act’s 10-year rule has changed the game for non-spouse beneficiaries.
• The Danger of Co-mingling: Why moving inherited funds into a joint account can put your "separate property" at risk.
• What NOT to Do: Why making rash decisions—or doing nothing at all for years—are the two biggest mistakes heirs make.

Whether you are navigating the administration of a loved one's estate or looking to integrate a new inheritance into your long-term financial plan, this episode offers the perspective and professional guidance needed to move forward with confidence.

Chapters:

0:00 – The Emotional Implications of Inheriting Money

3:16 – Understanding Your Role: Beneficiary vs. Fiduciary

7:15 – Tax Tactics: Step-Up in Basis & Inherited IRAs

12:15 – Protection: The Risks of Co-mingling Assets

16:07 – Mistakes to Avoid: From Rash Decisions to Analysis Paralysis

24:44 – Finding the Right Support for Sudden Wealth

Her Wealth: Unscripted is here to support women through every phase of life—without jargon, shame, or overwhelm.

✨ Ready to build a financial plan that evolves with you? Visit Sorelle Wealth Partners: https://www.sorellewealthpartners.com

In this inaugural episode, hosts Susan Jones and Sara Gelsheimer dive into one of the most overlooked barriers in women’s financial lives: the financial confidence gap. While women are often highly capable and deeply involved in day-to-day money management, research — and real client stories — show that confidence, not competence, is what holds many women back from fully owning their financial power.

In this episode, you’ll learn:

• Why the issue isn’t a lack of financial knowledge, but a lack of confidence
• Research showing women answer correctly far more often when self-doubt is removed
• Why women consistently outperform men as investors — and what they do differently
• How negative self-talk and “all-or-nothing” thinking keep women stuck
• Real client stories of women rebuilding confidence after divorce and major life transitions
• Practical, low-pressure steps you can take this week to build financial confidence
• Why action creates confidence — not the other way around

This episode is a powerful reminder that you are likely more capable than you think, and that small, intentional actions can create meaningful momentum in your financial life.

Her Wealth: Unscripted is here to help women feel more confident, informed, and connected to their money — because finances are about more than numbers. They’re about the life they make possible.

✨ Learn more about working with Sorelle Wealth Partners: https://www.sorellewealthpartners.com

If you’re ready to take the next step in your financial journey, our team is here to guide you with clarity, partnership, and confidence.

After walking alongside women through divorce, widowhood, new careers, new love, empty nests, and second acts, we learned something quickly:

Money is never just about money. It’s woven into our choices, our identities, our relationships, and the moments that define our lives.

This trailer offers a preview of what you can expect from the show:

• Real conversations about life transitions and the money decisions that come with them

• Honest, practical, sometimes even funny discussions

• Jargon-free guidance from advisors who blend professional expertise with lived experience

• Topics like caring for aging parents, raising financially responsible kids, navigating divorce, and building an estate plan that truly protects your family

• The clarity and confidence women deserve as they move through unsteady seasons

Her Wealth: Unscripted isn’t about perfection — it’s about progress. It’s about understanding how wealth supports a meaningful life. And it’s a space where women can feel informed, empowered, and supported.

🎧 Subscribe today wherever you listen to podcasts.

Let’s get real about money — and about life.

✨ Learn more at Sorelle Wealth Partners:https://www.sorellewealthpartners.com