Welcome to Her Wealth: Unscripted, the podcast from Sorelle Wealth Partners where we believe financial decisions are most powerful when made with intention. In this episode, hosts Susan Jones and Sara Gelsheimer sit down with Debbi Sluys, a former child care director turned international speaker and founder of Dare to Declare.

Debbi shares her journey from the "dusty, masculine" second floor of a building supply company to creating a global coaching business centered on the transformative power of vision boards. While the concept of "manifesting" is often dismissed as "woo-woo," Debbi grounds the practice in hard data and neuroscience, explaining how visualization is a practical tool for anyone looking to bridge the gap between their current reality and their financial goals.

In this episode, you’ll learn:

• The 42% Rule: Why simply getting your goals out of your head and onto paper makes you 42% more likely to achieve them.
• The Reticular Activation System (RAS): How to program your brain’s internal filter to scan for opportunities that align with your vision.
• The Psychology of Saving: Why we often treat our "future self" like a stranger and how visualization makes long-term financial planning feel personal.
• The Anatomy of a High-Impact Vision Board: Why "chaotic collages" fail and why you need "white space" and a central image of yourself in a happy state to anchor your goals.
• Paper vs. Digital: Why physical cutting and gluing—the "in the hand, in the heart" process—creates a deeper neurological commitment than a digital app.
• The Power Word Alternative: A simple starting point for those who feel overwhelmed by a full six-hour vision board retreat.

Her Wealth: Unscripted is dedicated to helping women feel more intentional and less overwhelmed in their financial and personal lives. It’s more than the numbers; it’s the life they make possible.

✨ Ready to program your brain for success?

• Visit Sorelle Wealth Partners: https://www.sorellewealthpartners.com
• Connect with Debbi Sluys: Visit https://debbisluys.com/ to find free masterclasses, webinars, and the Dare to Declare magazine.

#VisionBoards #Neuroscience #FinancialSuccess #WomenAndMoney #HerWealthUnscripted #SorelleWealthPartners #MindsetMatters #GoalSetting

Navigating a divorce is an emotionally taxing journey, but the long-term financial and tax implications often present a secondary, complex challenge that requires careful strategy. In this episode of Her Wealth: Unscripted, Sarah Gelsheimer sits down with Susan Jones—a tax attorney, CFP®, and Certified Divorce Financial Analyst—to discuss how to protect your assets during and after a marital split. We explore why the timing of your filing status matters, the hidden "tax traps" in keeping the family home, and why $1 million in a Roth IRA is vastly different from $1 million in a traditional IRA. Our goal is to empower you with the technical knowledge needed to make informed decisions during a time of significant personal upheaval.

You’ll learn:

• Why your filing status on December 31st dictates your entire tax year.
• The reality of "Joint and Several Liability" and why filing jointly isn't always the best move.
• How the 2018 tax law changes eliminated the "win-win" deduction for alimony.
• The critical difference between $250k and $500k capital gains exemptions when selling a home.
• Why keeping the family home might leave you with fewer liquid assets than you realize.
• How to negotiate the division of estimated tax payments before the papers are signed.
• The importance of tax projections to avoid an "April Surprise" post-divorce.

Chapters:

00:00 – Introduction to Susan Jones and the CDFA Credential

01:45 – Why Women Often Face Greater Risks in Divorce Financials

03:19 – Timing the Split: Deciding When to File

04:14 – The Risks of Joint Tax Liability

05:33 – Post-2018 Alimony Rules and Retirement Impacts

06:44 – Head of Household Status and Child Tax Credits

09:14 – The "Home Trap": Capital Gains and Cost Basis

13:00 – Liquid Assets: Roth vs. Traditional IRAs

16:18 – Managing Estimated Payments and Tax Projections

At Sorelle Wealth Partners, we believe that financial clarity leads to confidence. For more insights on navigating complex financial transitions, visit the Sorelle Journal at our website. If you are currently navigating a divorce and need a specialist's eye on your assets, we are here to help.

Welcome to another episode of Her Wealth: Unscripted, the podcast from Sorelle Wealth Partners where we explore the powerful intersection of life transitions and financial wellbeing. In this episode, hosts Susan Jones and Sara Gelsheimer are joined by nervous system and self-trust coach Amy Kelly to discuss how to move from survival mode into grounded power.

When life feels like it’s falling apart—whether due to divorce, burnout, or a major identity shift—the pressure to make big financial and life decisions can be paralyzing. Amy shares her personal journey of rebuilding her life after a divorce at 27, moving across the world alone, and eventually discovering the physiological keys to true recovery. We dive into why traditional "self-care" often isn't enough and how regulating your nervous system is the essential first step before tackling your bank account.

In this episode, you’ll learn:

• The Science of Safety: Why making critical decisions—like selling a house or shifting a career—while in a "fight, flight, or freeze" state can lead to costly mistakes.
• The "Hold Method" Framework: How to move from overthinking and survival mode into a state of clarity and confidence.
• Practical Regulation Tools: Amy’s approach to morning rituals, including accessible breathwork, meditation, and building "body belief" through gratitude.
• Tapping Into Female Intuition: How to quiet the noise of constant busyness and social media to finally hear your own internal guidance.
• The Power of One Step: Why looking at a "10-step plan" is overwhelming during a crisis, and how to focus on the single next right habit.
• Identifying Dysregulation: Key signs you are running on empty, from chronic fatigue and "brain fog" to the inability to make simple daily choices.

Her Wealth: Unscripted is dedicated to helping women feel more intentional and less overwhelmed in their financial and personal lives. It’s more than the numbers; it’s the life they make possible.

✨ Ready to regulate and rebuild?

• Visit Sorelle Wealth Partners: https://www.sorellewealthpartners.com
• Connect with Amy Kelly: https://www.amykellycoach.com/
• Listen to Amy’s Podcast: Check out Dream Big with Amy for more conversations on self-leadership and authentic living.

If you’re navigating a transition and need a partner to help you find your footing, our team is here to guide you with clarity and empathy.

#NervousSystemRegulation #WomenAndWealth #LifeTransitions #DivorceRecovery #SelfTrust #SorelleWealthPartners #HerWealthUnscripted #FinancialWellness

Welcome to Episode 5 of Her Wealth: Unscripted, the podcast from Sorelle Wealth Partners, where women have honest, judgment-free conversations about money, life transitions, and financial decision-making.

In this episode, hosts Susan Jones and Sara Gelsheimer explore the profound impact of philanthropy. While many see charitable giving through the lens of tax planning and financial efficiency, Susan and Sara highlight that true philanthropy starts with a service-oriented heart and clear donor intent.

You’ll learn:

• Strategic Giving: Why Donor Advised Funds (DAFs) are one of the most flexible tools for receiving an immediate tax deduction while retaining future gifting control.
• Maximizing Retirement Assets: How to use Qualified Charitable Distributions (QCDs) from your IRA to satisfy your Required Minimum Distribution (RMD) age requirements tax-efficiently.
• Inheritance & Charity: The benefits of naming a charity as an IRA beneficiary to avoid the "tax burden" on family members.
• Raising Charitable Children: Practical strategies for instilling a philanthropic mindset in the next generation through family meetings and shared missions.
• Due Diligence: How to use tools like Charity Navigator to ensure your contributions reach the end cause with minimal administrative waste.

Whether you are looking to simplify your year-end receipts or want to build a lasting family legacy, this episode provides the technical expertise and emotional insight to align your wealth with your values.

Her Wealth: Unscripted is here to support women through every phase of life—without jargon, shame, or overwhelm.

✨ Ready to build a financial plan that evolves with you? Visit Sorelle Wealth Partners: https://www.sorellewealthpartners.com

Our team is here to guide you with clarity, partnership, and confidence—because money is more than numbers. It’s the life they make possible.

Welcome to Episode 4 of Her Wealth: Unscripted, the podcast from Sorelle Wealth Partners where we dive into honest conversations about the intersection of life and money. In this episode, hosts Susan Jones and Sara Gelsheimer are joined by life coach Michelle Gauthier to unpack a topic that resonates with almost every woman: the mental load.

The mental load is the invisible labor of planning, worrying, and remembering that keeps a household running. From dinner prep and sports schedules to the complex financial "what-ifs," women often carry this weight alone. We explore why this happens and, more importantly, how to lighten the burden.

In this episode, you’ll learn:

• What the Mental Load Really Is: Why the "invisible" nature of these tasks makes them so exhausting.
• The Financial Mental Load: How tracking cash flow, paying bills, and planning for the future creates a unique form of financial anxiety.
• The Gender Gap in Thinking Ahead: Why women often handle the "pre-work" and "follow-up" of family decisions, even in equal partnerships.
• The Perfectionism Trap: How being a "recovering perfectionist" can prevent us from delegating effectively.
• Michelle’s "Love and Fit" Test: A simple framework to help you decide what to say "yes" to and what to let go.
• Practical Steps to Lighten the Load: Tips on automation, writing it down, and communicating with your partner to find relief.

Her Wealth: Unscripted is dedicated to helping women feel more intentional and less overwhelmed in their financial and personal lives. It’s more than the numbers; it’s the life they make possible.

✨ Ready to lighten your mental load? * Visit Sorelle Wealth Partners: https://www.sorellewealthpartners.com

• Connect with Michelle Gauthier: https://www.michellegauthier.com to take the "Root of Your Overwhelm" quiz.

If you’re ready to move from overwhelmed to empowered, our team is here to guide you with clarity and partnership.

#MentalLoad #WomenAndMoney #FinancialWellness #SorelleWealthPartners #HerWealthUnscripted #LifeCoaching #OverwhelmRelief

Welcome to Episode 3 of Her Wealth: Unscripted, the podcast from Sorelle Wealth Partners, where women have honest, judgment-free conversations about money, life transitions, and financial decision-making.

In this episode, hosts Susan Jones and Sara Gelsheimer explore the powerful — and often overlooked — financial implications of motherhood. From early career decisions and childcare costs to midlife planning, confidence shifts, and long-term financial security, they break down how motherhood reshapes women’s financial lives far beyond the early years.

You’ll learn:

• How motherhood impacts career trajectories and long-term earning potential

• The real cost of childcare — and why stepping away from work can have lasting effects

• Why focusing only on short-term cash flow can create long-term financial risk

• How guilt-driven spending shows up in motherhood (and how to avoid it)

• Why many women manage day-to-day finances but stay out of long-term planning

• How motherhood can both strengthen resilience and erode financial confidence

• Practical steps to simplify your financial life, stay involved, and reclaim financial authority

• Why flexible planning is essential as women move through different stages of motherhood

Whether you’re a new mom, a working parent, navigating midlife transitions, or thinking ahead to retirement, this episode offers clarity, perspective, and actionable guidance to help you feel more confident and intentional about your financial future.

Her Wealth: Unscripted is here to support women through every phase of life — without jargon, shame, or overwhelm.

✨ Ready to build a financial plan that evolves with you?

Visit Sorelle Wealth Partners: https://www.sorellewealthpartners.com

Our team is here to guide you with clarity, partnership, and confidence — because money is more than numbers. It’s the life they make possible.

Welcome to Episode 2 of Her Wealth: Unscripted, the podcast from Sorelle Wealth Partners, where women have honest, judgment-free conversations about money, life transitions, and financial decision-making.

In this episode, hosts Susan Jones and Sara Gelsheimer dive into the complex world of inheriting money—a life event that is rarely just "sunshine and rainbows". While inheriting assets can provide new opportunities, it often comes during a season of deep grief, bringing unexpected emotional weight and heavy legal responsibilities.

You’ll learn:

• The Emotional Weight: Why guilt, family dynamics, and "unworthy" feelings often surface after an inheritance.
• Roles & Responsibilities: The difference between being a beneficiary and the daunting fiduciary duties of an executor or trustee.
• Tax Strategy 101: How a step-up in basis can eliminate gains on concentrated stock positions or real estate.
• The IRA Trap: Why the Secure Act’s 10-year rule has changed the game for non-spouse beneficiaries.
• The Danger of Co-mingling: Why moving inherited funds into a joint account can put your "separate property" at risk.
• What NOT to Do: Why making rash decisions—or doing nothing at all for years—are the two biggest mistakes heirs make.

Whether you are navigating the administration of a loved one's estate or looking to integrate a new inheritance into your long-term financial plan, this episode offers the perspective and professional guidance needed to move forward with confidence.

Chapters:

0:00 – The Emotional Implications of Inheriting Money

3:16 – Understanding Your Role: Beneficiary vs. Fiduciary

7:15 – Tax Tactics: Step-Up in Basis & Inherited IRAs

12:15 – Protection: The Risks of Co-mingling Assets

16:07 – Mistakes to Avoid: From Rash Decisions to Analysis Paralysis

24:44 – Finding the Right Support for Sudden Wealth

Her Wealth: Unscripted is here to support women through every phase of life—without jargon, shame, or overwhelm.

✨ Ready to build a financial plan that evolves with you? Visit Sorelle Wealth Partners: https://www.sorellewealthpartners.com

Welcome to Episode 1 of Her Wealth: Unscripted, the podcast from Sorelle Wealth Partners, where women have real, honest conversations about money — without jargon, shame, or overwhelm.

In this inaugural episode, hosts Susan Jones and Sara Gelsheimer dive into one of the most overlooked barriers in women’s financial lives: the financial confidence gap. While women are often highly capable and deeply involved in day-to-day money management, research — and real client stories — show that confidence, not competence, is what holds many women back from fully owning their financial power.

In this episode, you’ll learn:

• Why the issue isn’t a lack of financial knowledge, but a lack of confidence
• Research showing women answer correctly far more often when self-doubt is removed
• Why women consistently outperform men as investors — and what they do differently
• How negative self-talk and “all-or-nothing” thinking keep women stuck
• Real client stories of women rebuilding confidence after divorce and major life transitions
• Practical, low-pressure steps you can take this week to build financial confidence
• Why action creates confidence — not the other way around

This episode is a powerful reminder that you are likely more capable than you think, and that small, intentional actions can create meaningful momentum in your financial life.

Her Wealth: Unscripted is here to help women feel more confident, informed, and connected to their money — because finances are about more than numbers. They’re about the life they make possible.

✨ Learn more about working with Sorelle Wealth Partners: https://www.sorellewealthpartners.com

If you’re ready to take the next step in your financial journey, our team is here to guide you with clarity, partnership, and confidence.