Financial Finesse
Financial Finesse
Cathy Curtis, CFP
Welcome to the Financial Finesse podcast, where we'll be discussing tips on how to handle your money and life with skill and style. Your 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.
6 Pro Tips for Women Buying Cars on Their Own
Did you know that on average, women are offered higher list prices for cars than men - to the tune of about $200 or more? When it comes to buying a new car, being prepared is key. In this episode, Cathy shares six pro tips to help you get the best deal on your next car purchase. [02:28] The importance of doing your homework. [04:21] What you can and can't negotiate when buying a new car. [06:21] How to find out what your trade-in is worth. [07:58] Understanding your financ...
Jan 8, 2024
13 min
The Art of Equitable Estate Distribution with Estate Organizer Meg Connell
In this episode of Financial Finesse, host Cathy Curtis interviews Meg Connell, founder of The Organized One, a professional estate organizer focused on helping individuals navigate the challenging process of estate distribution. Meg's extensive experience and the comprehensive nature of her services provide a guidepost for anyone facing the prospect of estate organization, whether for themselves or a loved one.[03:33] Meg's journey into estate organization.[08:59] Practical strategies for es...
Nov 8, 2023
1 hr 5 min
Mastering Medicare with Boomer Benefits Co-Founder Danielle Roberts
In this episode, Cathy interviews Danielle Roberts, founding partner at Boomer Benefits and author of the best-selling book 10 Costly Medicare Mistakes You Can’t Afford to Make, about all things Medicare. Whether you’re new to Medicare or simply want to learn more about it so you can make an informed decision this open enrollment season, this episode is packed with useful information and unique insights. For more information and resources related to this episode, please visit the show no...
Sep 22, 2023
1 hr 10 min
Mastering the Art of Real Estate Staging & Interior Design with Ruth Krumbhaar
Real estate investor Ruth Krumbhaar shares her real estate staging and interior design tips for elevating your home or investment properties. [00:04:00] Ruth shares her decorating philosophy and why she always starts with a blank canvas when designing a space.[00:14:06] Why every room doesn’t necessarily need a showstopper when it comes to home decorating.[00:20:09] How Ruth determines her decorating budget and where she shops to find cost-effective, quality items.[00:27:51] Tips and tri...
Jul 20, 2023
1 hr 28 min
Real Estate Investing 101 With Property Powerhouse Ruth Krumbhaar
In this episode, host Cathy Curtis, CFP® interviews Ruth Krumbhaar, a successful therapist, coach, and part-time real estate investor who has built a reliable source of passive income through her investments. Ruth shares the wisdom she’s gained through her experience investing in real estate to help single women who are curious about real estate investing but don’t know where to start.For more information and resources related to this episode, please visit the show notes.
Apr 27, 2023
1 hr
Here's What Savvy Donors Need to Know About Strategic Charitable Giving
If you're charitably inclined and want to be a more savvy donor, this episode is for you. Cathy shares her tips for determining how much to give to charity, deciding which organizations to support with your donations, and giving strategically to maximize the potential tax benefits.For more information and resources related to this episode, please visit the show notes.
Mar 27, 2023
19 min
Overspending? Here's How to Get Your Spending Habit Under Control This Year
In this episode, Cathy shares her tips and strategies for getting your overspending habit under control once and for all this year. [02:11] What do habits have to do with spending? [03:23] Identifying your biggest spending weakness or weaknesses. [06:05] What are your spending triggers?[08:45] Setting your new budget for the year ahead. [10:32] How to find ways to support yourself in reaching your goal. [16:23] Determining your values and aligning your spending accordingly. [17:33] Download o...
Feb 13, 2023
18 min
The Unexpected Benefits of Working with a Private, Professional Fiduciary with Sara Ecklein
Cathy interviews Sara Ecklein, a private, professional fiduciary and the founder of Trust and Honor, a fiduciary agency. Trust and Honor serves as a partner and compassionate advocate in managing and protecting the personal affairs, property, and assets of clients in the San Francisco Bay area and beyond.[03:45] Sara Ecklein describes the role of a private, professional fiduciary.[09:28] Sara shares why and when someone may seek her services as a private fiduciary and what her intake process ...
Nov 16, 2022
52 min
"The Insurance Lady" Ruth Stroup Answers Your Biggest Questions About Insurance
Cathy interviews Ruth Stroup, AKA "The Insurance Lady," about all things insurance, from what it covers and doesn't cover to choosing the right policies and the obstacles that can get in the way of that. [04:02] Ruth Stroup explains what’s covered and what isn’t covered by homeowner’s insurance if your home is burglarized.[07:03] How to insure different types of jewelry, whether it’s costume, gems and metals, or fine jewelry.[12:31] What people can do to mitigate the damage if they get burgle...
Sep 15, 2022
54 min
How to Thrive in the Digital World with Susan Reynolds
In this episode, Cathy interviews Susan Reynolds, co-founder of the nonprofit organization LookUp, about the harmful effects social media and digital technology can have on mental health and how she works with youths to help them take advantage of the positive aspects of tech and mitigate the harmful ones. [12:04] Why technology is so addictive and how it’s contributing to our mental health crisis[20:04] How digital wellbeing relates to self-care.[28:33] The pending legislation around di...
Aug 20, 2022
1 hr 5 min
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