Feel like you’re behind on retirement? | Kimberlee Davis

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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