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Artwork for Women on the Verge of a Financial Breakthrough

Women on the Verge of a Financial Breakthrough

Caitlin Meredith and Sara Glakas
Financial Literacy
Financial Trauma
Money Market Account
Fertility Financing
Personal Finance
Women Empowerment
Financial Planning
Family Dynamics
Emotional Responses To Finances
Salary Negotiation
Estate Planning
Emotional Decision-Making
Certificate Of Deposit
Financial Education
CD Ladder
Childcare Costs
Workforce Re-Entry
Money Management
Financial Therapy
Career Coaching

Are you embarrassed and ashamed of how much you don’t know about finance and investing? Do you break into a sweat when you hear words like “investment portfolio”, “retirement savings” or “financial planning”? You’re in good company. Here at Women on the Verge of a Financial Breakthrough, we’re figuring out finance, one dumb question at a time. Caitlin, the dummy, asks Sara, the expert, very basic ... more

PublishesWeeklyEpisodes60Founded4 years ago
Number of ListenersCategories
InvestingHow ToEducationBusiness

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Artwork for Women on the Verge of a Financial Breakthrough

Latest Episodes

And Other ScandalsWomen getting together to talk about money is totally radical. In that, it used to not be…encouraged?…so it breaks societal norms, and it’s also cool. I think we’re all familiar with that simple math equation of money = power. So, t... more

Most of this episode is about what both partners should know - or at least be able to know - in a romantic partnership where one person does all the money stuff. Sara even does a “the four numbers every non-money partner should know” clickbait thing.... more

Two episode drops in one day?? What the what??

This special mini episode is a quick (but mighty!) follow-up to Season 4, Episode 11 about stepping out of the workforce to care for kids.

What happens when you’re ready to work again (or just need to... more

What’s the point of having a salary if the whole thing goes to paying for daycare?

The back-of-the-napkin math for many couples says that it’s “cheaper” for one partner to stay home and take care of the kids because childcare is so freaking expensiv... more

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Recent Guests

Sheila Schroeder
Investment advisor and author
BlackBarn Financial, Austin Women's Investing Group
Episode: Season 4, Episode 14: Women Talking About Money
Rebecca Pino
Financial advisor and platform founder
Money Her Way
Episode: Season 4, Episode 10: Money Attachment Styles
Anna Bell Gall
Financial Advisor with a specialty in financing fertility
Austin Wealth Management
Episode: Season 4, Episode 9: Financing Effing Fertility
Julie Latson
Director of Strategic Partnerships with CareFor
CareFor
Episode: Season 4, Episode 7: Love, Logistics and Long-Term Care
Kacie Swartz
Special guest and fan favorite, known for her strong opinions.
Episode: Season 4, Episode 6: Money and the Feelings Wheel (send help)
Shira Gill
Home organizing expert, author, and lifestyle coach
BlackBarn Financial
Episode: Season 4, Episode 5: Too Much Stuff?
Carlotta Garza-Kilcullen
Estate planning attorney and associate at Hughes Vandervoeg Williams
Hughes Vandervoeg Williams
Episode: Season 4, Episode 4: WTF is an estate plan?
Susanne Aronowitz
Career and executive coach specializing in helping professionals navigate their careers
Blackburn Financial
Episode: Season 4, Episode 3: How to Negotiate Salary and Benefits
Dr. Shay Harris-Pierce
Financial therapist based out of Arlington, Virginia, founder of Shades of You, counseling and consulting
Shades of You
Episode: Season 4, Episode 2: Financial Trauma and Therapy with Dr. Shay

Hosts

Caitlin Meredith
Mediator and coach, known for her approachability and ability to break down complex financial concepts for beginners, particularly women.
Sara Gleikus
Investor, advisor, and founder of BlackBarn Financial, providing expertise in personal finance and dedicated to empowering women financially.

Reviews

5.0 out of 5 stars from 68 ratings
  • A Safe Space to Open the Quarterly Statement You’re Afraid of, in the Form of a Podcast

    I really, really, like this podcast. Caitlin is exceptionally good at identifying financial terms and topics (mutual funds, bonds, inflation) that could be glossed over but really need to be unpacked. And Sara is so clear and deliberate in how she breaks down all of her expertise (from ibonds, to the bear market, to how to save for college). Both are really good about anticipating and acknowledging the obstacles/fears/anxieties people (especially women!) have to fully understanding and taking ... more

    Apple Podcasts
    5
    Sarah625625
    United Statesa year ago
  • Giving me more financial confidence

    This show is giving me more financial confidence. I appreciate how the hosts will clarify the situation and responses multiple ways and from layperson understandings. Many financial lessons will build on past ones so it honestly feels good when I understand what they are talking about. I also can identify with Caitlin, who is the layperson learner, she doesn’t have thousands to invest so she gets excited about reasonable investment amounts.

    Apple Podcasts
    5
    K_Pud
    United States2 years ago
  • Thank you so much for sharing the knowledge!

    I’ve been going to in-person Austin Women Investing Group events where I learned about this podcast.

    Caitlin, Kacie, and Sara are great hosts and they make finance knowledge easy to understand. The podcast gives me knowledge about the things I thought I knew already. Hope there will be more guests with other areas of expertise and more intermediate level topics.

    If you haven’t been to Austin Women Investing Group events, you can find the recordings on YouTube!

    Apple Podcasts
    5
    _clam_chowder_
    United States2 years ago
  • They’re back!

    I was so excited to see they were back with a new episode I sent a screen shot to my sister with the caption Best Day Ever! This is such a great podcast to take what seems like confusing advice or information and make it easy for the everyday person to understand. Plus they are just fun to listen to. Can we be friends? I’ve recommended them to all my friends to listen to. I can’t wait to see what the future episodes feature this season.

    Apple Podcasts
    5
    js2003
    United States2 years ago
  • Solid advice

    Makes financial advice fun!

    Apple Podcasts
    5
    Clearfork
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the approachable and fun format of discussing finance, noting that it helps demystify complex topics and encourages engagement.
Many find the hosts relatable, especially as they share their own financial journeys and anxieties, making the content feel personal and encouraging.
Reviewers frequently mention that the podcast empowers women, giving them confidence to tackle financial issues that may have previously felt overwhelming.

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Talking Points

Recent interactions between the hosts and their guests.

Season 4, Episode 14: Women Talking About Money
Q: If you could think of one thing that you think every woman could do today or tomorrow to make one positive step on her financial journey, what would it be?
Read my book and use it to open the door to a money conversation with someone you want to talk to.
Season 4, Episode 12: *Mini* Getting Back into the Workforce
Q: Sara, how do you advise your clients to navigate going back to work?
Caitlin emphasizes utilizing connections and casually asking acquaintances about their work to discover new opportunities.
Season 4, Episode 9: Financing Effing Fertility
Q: What are some of the creative ways of thinking about affordability when dealing with these financial decisions?
Many fertility clinics offer package deals, and clients can consider using money from stock units or seek grants from nonprofit organizations to help cover costs.
Season 4, Episode 9: Financing Effing Fertility
Q: What advice do you have for someone considering egg freezing earlier in life?
I believe preserving your fertility through egg freezing is more effective and less expensive if done earlier rather than later due to diminishing returns as one ages.
Season 4, Episode 7: Love, Logistics and Long-Term Care
Q: How do you go about incorporating a new person in that case?
Incorporating care services varies by situation and should happen quickly when urgent issues arise, leading to proactive support and relationship building.

Audience Metrics

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

The discussion focuses on making finance accessible and relatable for women, addressing common financial concerns without the pressure of expertise. Episodes often feature a blend of education, personal experiences, and expert insights, covering a wide range of topics such as financial literacy, emotional decision-making regarding money, the intricacies of household finances, and the importance of open conversations about finances in relationships. Notably, the format encourages listeners to ask their own 'dumb' questions, making financial education feel less intimidating and more approachable, especially for those who may feel overwhelmed by traditional finance discourse. This approach not only highlights women's unique challenges in finan... more

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Which podcasts are similar to this podcast?

These podcasts share a similar audience with this podcast:

1. HerMoney with Jean Chatzky
2. Pivot
3. Prof G Markets
4. Pod Save America

How many episodes of this podcast are there?

this podcast launched 4 years ago and published 60 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Sheila Schroeder
2. Rebecca Pino
3. Anna Bell Gall
4. Julie Latson
5. Kacie Swartz
6. Shira Gill
7. Carlotta Garza-Kilcullen
8. Susanne Aronowitz

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