Love, your Money - Wealth, Money, and Financial Advisor for Women

Heading off to college is a milestone event for students and parents, but navigating the admissions process and financing a degree is not a simple undertaking. Post-secondary education is one of the largest investments people make in life, and today’s guest on Love, your Money® is here to explain how getting a little help through the process can lead to better outcomes.

Heidi King is part of the team at College Inside Trac...

Over the past few episodes of Love, your Money®, we’ve taken you deep into the weeds of capital gains tax, alternative investments, and Ultra Tax Efficient Wealth Management℠ (UTEWM℠).

If you’ve been following along, you’ve heard terms like step-up in basis, long-short overlay, market-neutral strategy, and incremental returns. And if your eyes glazed over once or twice, you’re not alone.

But here’s the thing: these aren't just t...

Today we’re diving into the world of alternative investments (a.k.a. alts)–opportunities that are often marketed with the promise of high returns and diversification, but frequently come with hidden risks and complexities.​ 

In this episode, Hilary shares the professional insights and experiences she’s gleaned about alts in her 25+ years as a fee-only fiduciary financial advisor with deep expertise in public markets. From high fees ...

In this episode, we’re continuing our conversation about Ultra Tax Efficient Wealth Management℠—a new-to-market investment strategy designed to help high net worth investors defer capital gains taxes while keeping their portfolios liquid and growth-oriented. 

If you haven’t listened to Episode 280 yet, go back and do that because it lays the foundation for everything we’re covering today, including how Robert and I discovered this ...

Tax deferral is one of the most powerful wealth-building tools available to investors. Why? Because it allows you to reinvest money that would have gone to the IRS, compounding returns on that money and significantly increasing your long-term wealth.

In this episode, I’m joined by Robert Hendershott (HWM’s Chief Investment Officer and my husband!) to talk about Ultra Tax Efficient Wealth Management℠—a suite of services that uses cut...

In this episode of Love, Your Money®, we’re tackling a hot topic: capital gains tax. While many investors assume paying high taxes is inevitable, there are smart, legal strategies that can significantly reduce—or even eliminate—what you owe.

Some people avoid taxes by never selling their investments, but that means never enjoying the wealth they’ve built. Others chase tax-advantaged, underperforming assets that often do more harm th...

Once upon a time, managing your finances meant sitting across from an advisor in a big office, flipping through stacks of paper. 

But times have changed and thanks to technology, you can work with an expert financial team from anywhere—without sacrificing trust, personalization, or expertise. In fact, you might prefer working with a virtual advisor, and we’re going to explain why!

In this episode, Hendershott Wealth Management adviso...

Welcome back, Money Lover! In today’s episode, we’re tackling a financial risk I see far too often: holding too much of your employer’s stock. 

If you’ve built up a significant position in company shares through stock options, RSUs, or other equity compensation, this conversation is for you.

Many people assume that because they work for a successful company—especially one of the Magnificent 7 (Apple, Microsoft, Nvidia, Google, Amazon...

Many people wait until tax season to think about their taxes, only to feel overwhelmed and unprepared. But the truth is, tax season isn’t really a “season” at all! 

Tax planning is an ongoing process that plays a crucial role in your financial success, and should be a consideration all year long. Because when approached strategically, proactive tax planning and preparation can help you keep more of your hard-earned money.

In this epi...

Welcome back, Money Lover! In today’s episode, we’re diving into a topic that I’m incredibly passionate about: protecting women’s wealth. This is a conversation that applies to everyone—whether you’re a woman looking to safeguard your financial future or someone who wants to support the women in your life.

Protecting wealth isn’t a new topic around here. It’s the final step in our 7 Steps to Wealth framework, and we spent the last f...

A lot of people have purely romantic notions about marriage, but the truth is that marriage, in its simplest form, is a contract that provides legal protection.

That contract is meant to cover ownership of real estate, division of assets, determination of healthcare directives, and more.

Not everyone wants to enter into the terms of that contract, but their relationships still deserve respect and their wealth an...

It’s often said that money is one of the most common sources of conflict in a marriage, and a leading cause of divorce. Today’s episode has me rethinking that positioning: What if money isn’t the one to blame, and the actual culprit is a lack of communication?

You’ve likely heard me talk at length about the 7 Steps to Wealth, which is the framework I used to climb out of debt and build lasting wealth. The final step in tha...

Today I’m joined by the brilliant Beatriz Victoria Albina (a.k.a. Béa) for a conversation about something I’m incredibly passionate about: empowering women to own their truth, author their lives, and thrive in mind, body, relationships, and finances.

Béa is a Master Certified Somatic Life Coach, breathwork meditation guide, and the host of the Feminist Wellness Podcast. Her work helps those socialized as women reconnect with their b...

Today on Love, your Money® , I’m thrilled to bring you a conversation with someone I personally listen to nearly six days a week: award-winning broadcast journalist Erica Mandy. 

After a decade-long career in TV news, Erica left the traditional newsroom to create and host the popular daily news podcast, The NewsWorthy–a show that delivers the day’s news in a way that’s convenient, unbiased, and enjoyable.

Erica and I first crossed pa...

Today’s topic is a highly requested one: how ADHD impacts your finances.

I’ll be honest, normally when I have a guest on the podcast, I’m at least a little bit familiar with the topic we’re going to discuss–but today is different.

Until this conversation, I had next-to-no experience dealing with ADHD. But I do know it’s a common issue as more and more adults–especially women–receive ADHD diagnoses. And that’s wh...

Have you heard the phrase “be stubborn about your goals and flexible about your method”? It’s pretty good advice.

Attachment and unwillingness to release the plans we’ve made or the expectations we have can be very costly, which is something that today’s guest has learned a lot about in the last few years. But thanks to healing core wounds and reprogramming her subconscious, she’s been able to work through those ego blocks...

Listen up: There’s going to be dollar signs flying at you after this episode.

Okay, I might be exaggerating, but listening to today’s guest WILL change how you show up in crucial conversations in the workplace–and what opportunities those conversations open up for you.

Melody Wilding is an award-winning executive coach, human behavior professor, and the author of Trust Yourself: Stop Overthinking and Channel Your ...

Want to help your child get into their top choice college with $75,000 of scholarship money? Then pay attention Money Lover, because today we’re talking about what you need to know–and what you can do–to make that happen.

Choosing and paying for the right college is something that has frustrated many parents for many years. Dr. Pamela Ellis has made it her mission to help families navigate the admissions process and get t...

I know many of you have wondered what sets financially successful individuals apart when it comes to their money routines, particularly at year end–because you ask me!

Every year, I get emails and DMs asking if I have any tips for ending the year knowing you’ve made the most of it financially, and setting yourself up for future success. So today, we’re talking about end-of-year routines that wealthy people embrace to grow...