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About Kimberlee Davis
Kimberlee Davis has more than 25 years of finance, legal, and corporate experience and is a Managing Director/Partner at The Bahnsen Group, a bi-coastal wealth management firm, where she specializes in personal wealth advising. She is also a Certified Divorce Financial Analyst focusing on helping women transition to financial independence after life-altering events such as death or divorce. Kimberlee is the host of The Fiscal Feminist, a podcast and platform about women and their relationship with money and finance.
What You’ll Learn
In this episode we talk about:
- How Kimberlee’s experience as financial advisor led her to become passionate especially about finance for women
- Trying parts of Kimberlee’s life that served as financial lessons for her
- Unrealistic expectations around primary breadwinning and motherhood
- How women can shift the conversation around money by addressing finance on the micro and macro levels
- Why women need to be intentional with career choices and realize that good is good enough
- The importance of automation in your finances
- How Kimberlee advises people that feel like they are too far behind to start investing in their retirement
- Rethinking retirement norms
- Starting the financial conversation with your parents and figuring out the best financial plan for them
- The psychological toll navigating your parents’ finances can take
Resources
Grab a copy of The Fiscal Feminist
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