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Today’s episode is perfect for parents looking to raise money-savvy kids! We are joined by CFP®, RFC, CCFC and author, Jamie Bosse, who is on a mission to help families tackle one of the most important—and often overlooked—topics: teaching kids about money.

For the past six years, Jamie has helped make financial literacy fun and approachable for families through her engaging books, like, Milton the Money Savvy Pup. Listen in as she shares some creative strategies for introducing essential money concepts to children- like budgeting, saving, and even understanding taxes.

Whether you’re just starting to teach your little ones about allowance or tackling big-picture ideas like gratitude and conscious spending, this episode is packed with valuable insights to set your family on the path to financial success.

Here’s some of what we discuss in this episode:

0:00 – Intro

1:26 – Getting to know Jamie

6:56 – Jamie’s journey into writing children’s books

14:29 – Implementing money concepts in real life

18:35 – Making money a tangible concept for kids

21:21 – Jamie’s book for moms

24:35 – Jamie’s work as a financial advisor + future books


Learn more about Jamie HERE


Use the code “MBM10” for 10% Jamie’s books until December 24th!

Milton the Money Savvy Pup Books

https://www.miltonthemoneysavvypup.com/

Jamie’s other books

https://www.moneybossmom.com/buy-books

Episodes Links

www.moneybossmom.com

Instagram: https://www.instagram.com/moneybossmom/
Facebook: https://www.facebook.com/moneybossmom/
Linkedin: https://www.linkedin.com/in/jamiebosse/

Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/

To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

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This week’s episode is a bit different from the usual- we wanted to catch up with you all and share a few fun life updates!

With exciting events and conferences around the corner, Barbara decided it was time for a closet refresh (and Maggie scored some great new finds, too!). Enter Annie, the stylist who helped Barbara step out of her comfort zone and find the perfect pieces to revamp her wardrobe. It was a fun experience and, for Barb, well worth the investment.

Tune in as we share more about this experience today! We thought it was the perfect way to highlight how investing in yourself- whether it’s a wardrobe upgrade, learning something new, or taking time for self-care- is all part of building confidence and showing up as your best self. Heading into 2025, we’re excited to bring you more casual conversations like this. Let's keep talking about this shit!

Here’s some of what we discuss in this episode:

0:00 – Intro

1:48 – Barb’s experience with a stylist

10:41 – How much Barb spent

15:35 – Maggie’s new clothing purchases

18:15 – What we’re looking forward to in 2025

Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/

To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

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Our guest today is Susan Washburn, CFP®, CeFT®, JD, Senior Financial Advisor of ProVise Management Group. Forced to rebuild her life after Hurricane Katrina and an unexpected divorce, Susan found herself feeling overwhelmed and lost in the world of finance. Instead of letting this define her, she decided to get smart about money and pursue a career in financial planning.

Today, Susan helps women take ownership of their financial lives. Join us as we discuss the importance of setting personal financial goals, seeking out supportive financial professionals, and, most importantly, taking small, actionable steps toward financial independence. We’re so grateful to have her on the show today to share her inspiring story and remind us that it’s never too late to get started!

Here’s some of what we discuss in this episode:

0:00 – Intro

1:22 – Susan’s story

9:34 – Being involved in financial affairs

12:11 – How Susan started over

17:03 – The importance of communication in financial planning

21:53 – Taking small steps toward and finding a supportive network

Learn more about Susan HERE

Episodes Links

ProVise Management Group

https://www.provise.com/

Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/

To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

Send us a text

We’re excited to be joined by Tiffany Irving, CFP®, CEPA®, Senior Vice President and Wealth Advisor at Mesirow Wealth Management. She is also a first-generation college graduate, the daughter of a single mother and a mother herself. There are so many aspects of her journey that many of us can relate to, and today, we’ll dive into her experience being the primary breadwinner in her household.

In a world where more women are navigating the responsibilities of being the primary earner, we thought this would be an insightful conversation to bring to the podcast. She’ll discuss the societal expectations and judgments that women often encounter in this role, as well as the importance of empowerment and education in building financial confidence. From regular "money dates" to effective risk management she has some great insights to share!

Here’s some of what we discuss in this episode:

0:00 – Intro

2:03 – The female breadwinner

6:57 – Having conversations about money

8:48 – The challenges of female breadwinners

16:24 – Financial planning as a couple

24:52 – The changing financial landscape

27:52 – Open communication about family finances

Learn more about Tiffany

Read Tiffany’s Bio HERE

Episodes Links

Tiffany on Purse Strings

https://pursestrings.co/professional/financial-advisor/illinois/chicago/tiffany-irving-cfp-cepa/

Mesirow Wealth Management

https://www.mesirow.com/home

Tiffany’s Team

https://www.mesirow.com/capabilities/wealth-management/irving-team#1849274314-1719998646

Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/

To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

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This week’s guest is Carolyn Howard, a certified financial planner and senior wealth manager at Accurate Advisory Group, as well as one of our Purse Strings-approved professionals. Having personally navigated the challenges of widowhood, she brings invaluable expertise to those facing the same difficult path.

After her late husband fell ill and passed away within just ten months, Carolyn faced profound grief and a sense of paralysis, even with her extensive financial knowledge. This experience fueled her passion for helping other families navigate similar situations.

Today, her mission is to guide, support, and encourage those navigating finances after loss. Tune in as she shares financial first steps for newly widowed individuals, powerful tips on financially preparing for the unknown with your partner, and ways to support loved ones through loss.

Here’s some of what we discuss in this episode:

0:00 – Intro

1:26 – Carolyn’s background and story

6:53 – The importance of financial preparation

11:31 – A checklist for widowed people

18:06 – Important financial decisions after widowhood

25:10 – Supporting friends and family after loss


Learn more about Carolyn

Read Carolyn’s Bio HERE


Episodes Links

Carolyn on Purse Strings

https://pursestrings.co/professional/financial-advisor/florida/sarasota/carolyn-howardcfp/

Sign up for Carolyn’s newsletter ‘Hopeful Ever After’

https://www.hopefuleverafter.com/

Carolyn’s Love Letter To-Do List

https://drive.google.com/file/d/1ikUBolyINpS5LYKAqBd_d79p8s1FH5n-/view?usp=sharing

Accurate Advisory Group

https://www.accurateadvisory.com/

Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/

To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

Send us a text

Jodie Stauffer, CFP® is the founder and lead financial planner at Parallax Planning & Wealth Inc, and one of our Purse Strings-Approved Professionals! She specializes in working with women and is particularly passionate about working with ADHD and neurodiverse clients. Today, she’ll share her personal journey with ADHD and how it has shaped her unique approach to financial planning.

Diagnosed with ADHD in her mid-thirties, Jodie has spent years researching and understanding her diagnosis. This experience inspired her to create a financial planning method that prioritizes understanding and creativity, recognizing that traditional approaches often overlook how neurodivergent brains process information. We’re thrilled to have her with us to discuss what this process looks like and to offer planning tips for those who think they may be neurodivergent or have ADHD.

Here’s some of what we discuss in this episode:

0:00 – Intro

1:12 – Jodie’s story and financial firm

7:53 – Understanding neurodivergence and ADHD

12:43 – Financial planning with ADHD

26:42 – Accounting for a client’s unique needs

30:28 – Tips to stay focused and accountable

35:32 – ADHD as a superpower

Learn more about Jodie

Jodie Stauffer is an experienced fee-for-service financial planner specializing in personal finance and small business owners. She is passionate about working with mid-to-high-income ADHD and neurodiverse women, and this is reflected in her business, volunteer, and personal life.

In 2019, Jodie founded JL Stauffer Financial as an independent financial planning firm. In 2022, she co-founded Parallax Planning & Wealth, a niche-based financial planning firm offering advice-only finance planning and consulting services. Although Parallax primarily focuses on planning, Jodie believes that putting plans into action for clients sets them apart.

Her financial services approach always includes plan execution for her clients. With over 25 years of experience in financial management, sales, and leadership, She is committed to providing unbiased financial planning and consulting services to successful women like herself. She possesses a unique blend of expertise and passion, which, coupled with her ADHD superpowers, allows her to think differently and bring about change.

Episodes Links

Jodie on Purse Strings

https://pursestrings.co/professional/financial-planner/alberta/edmonton/jodie-l-stauffer/

Jodie’s website

https://www.jlstaufferfinancial.ca/

Jodie on LinkedIn

https://www.linkedin.com/in/jodie-l-stauffer-cfp/?originalSubdomain=ca

Parallax Planning:

https://www.parallaxplanning.ca/

Parallax on Facebook:

https://www.facebook.com/parallaxplanning

Parallax on Instagram:

https://www.instagram.com/parallaxplanning/

Smarter, Faster, Crazier Podcast:

https://podcasts.apple.com/ca/podcast/smarter

Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/

To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

Send us a text

Today we have the pleasure of speaking with Stephanie Xenos, who, through investing wisely and living frugally in her twenties, managed to retire from NASA and SpaceX at just 32 years old. Now, she’s a financial coach and CEO of Money Muse, where she works one-on-one with women and travels around the U.S. to speak about investing.

Her mission is to help women achieve financial independence and break free from situations where money might be a limiting factor. Whether it's preparing for a divorce or simply gaining better control over their finances, Stephanie equips women with the tools, knowledge, and confidence to take control of their financial futures.

Join us as we talk about the importance of taking that first step toward financial independence, the strategies Stephanie used to retire early, and how she's now using her experience to inspire and mentor others!

Here’s some of what we discuss in this episode:

0:00 – Intro

0:58 – Getting to know Stephanie

5:16 – The FIRE movement + retiring early

8:46 – How Stephanie started helping others

12:44 – The importance of money mindset

17:53 – Figuring out your retirement lifestyle

20:06 – What Stephanie teaches + getting in touch

Learn more about Stephanie

Stephanie Xenos is a retired rocket scientist turned women's personal finance expert and speaker, specializing in investing and financial independence. Passionate about teaching women how to manage their finances and grow their wealth, Stephanie seeks to empower women of all ages and diverse backgrounds to jump-start their journey toward financial freedom.

Stephanie’s introduction to finance began at the age of 18 when she first taught herself how to invest. She retired at 32 from a career at NASA and SpaceX then founded her company, Money Muse, with the sole purpose of helping women achieve financial independence. As a member of the FIRE (Financial Independence, Retire Early) community, Stephanie empowers women to make generational change and become financial leaders in their own communities.

Episodes Links

Stephanie on Purse Strings: https://pursestrings.co/professional/financial-coach/texas/austin/stephanie-xenos/

Stephanie on Instagram: https://www.instagram.com/stephanie_xenos

Stephanie on LinkedIn: https://www.linkedin.com/in/stephaniexenos/

Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/

To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

Send us a text

We’re so excited to welcome Chelsea Scomak, CFP® to the show! Chelsea is the CEO and advisor of Via Brio Advising and a Purse Strings Approved Professional. Her approach to financial planning is anything but ordinary. We love how she integrates personal coaching into her practice to help clients develop financial awareness and align their strategies with their lifestyle goals through highly personalized planning.

In our conversation, Chelsea shares some stories of women who have successfully transitioned from their 9-to-5 jobs to running their own businesses with her guidance. She also talks about her highly customized planning process that focuses on financial behaviors and strategic planning. Tune in as we chat about the importance of taking action in your financial life, building financial awareness, and the power of personalized planning!

Disclaimer:

Discussions in this show should not be construed as specific recommendations or investment advice. This case study was based upon an individual client experience and may not be representative of the experience of other customers and should not be considered a guarantee or indication of future performance or success. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Via Brio and Cambridge are not affiliated.

Here’s some of what we discuss in this episode:

0:00 – Intro

2:00 – Transitioning from a 9-to-5 to entrepreneurship

9:04 – Financial planners vs financial advisors

11:33 – Chelsea’s customized, behavioral-focused planning process

25:57 – Putting yourself first and getting started

30:34 – Keeping clients engaged in financial planning

Learn more about Chelsea

“You’re a driven, entrepreneurial woman who has this dream of having your own business, building wealth outside your 9 to 5, or wanting to build something bigger than yourself, but continue to get stuck in financial overwhelm. I see you.

My mission is to provide driven, entrepreneurial women with high-quality financial planning advice in an innovative, upbeat, and flexible way that’s tailored to their lifestyle goals and helps them ditch money overwhelm and achieve financial security to create a legacy of financially empowered female business owners who empower their communities.

Different from the 60-year-old male advisor in the suit, my work combines human behavior, money mindset, and financial strategy to create a custom roadmap based on each client’s unique vision.”

Episodes Links

Chelsea on PurseStrings
https://pursestrings.co/professional/financial-planner/florida/bonita-springs/chelsea-scomak-cfp/

Via Brio
https://viabrioadvising.com/

Chelsea on Instagram: https://www.instagram.com/viabrioadvising/

Chelsea on LinkedIn:

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Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/

To learn more about money and access additional episodes, visit us online: https://pursestrings.co/