FS Thrive x Regina Hess: That’s just for rich people

FireSide: A Podcast Series from FS Investments

Even sophisticated clients don’t always understand why financial planning can help them achieve their goals. Regina McCann Hess, Founder and President of Forge Wealth Management, hopes to change that.

Regina joins Ginevra Czech, FS Investments Director of Client Value Add Programs, to discuss her passion for educating women about finance, insights from her book, Super Woman Wealth, and how she mobilizes her clients’ vision and values to help them secure their futures.

“A friend of the family wanted to teach me about the stock market. And I said, look, I grew up poor. That’s for rich people. And he said, no, I'm going to give you a stock for a graduation gift, but you have to do the research; you have to tell me why I'm buying this. So, I did it, and he created a monster. I absolutely loved it.”–Regina McCann Hess

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1. Introduction to the FS Thrive podcast (00:00:00)

2. Introduction to the FS Thrive podcast (00:00:00)

3. Meet Regina McCann Hess (00:00:40)

4. Regina's background and career transition (00:02:39)

5. The importance of financial mentorship (00:08:10)

6. Adapting to industry changes (00:10:28)

7. Starting your financial journey (00:16:32)

8. Balancing retirement and enjoying life (00:22:13)

9. The one-third rule for pay raises (00:23:10)

10. Discussing finances in relationships (00:23:57)

11. Understanding debt and savings (00:26:22)

12. The importance of Roth 401k (00:28:18)

13. Challenges in financial planning (00:31:04)

14. Adapting financial plans to life changes (00:32:59)

15. Trends in financial planning (00:35:28)

16. Empowering financial literacy (00:39:00)

17. Conclusion and resources (00:39:33)