Most women never connect the dots between wanting everyone to be happy and feeling stuck in their financial lives. But they're more connected than you might think.

Have you ever told yourself you're just "not good with money" — even though you're smart, capable, and killing it in every other area of your life? Have you felt a knot in your stomach at the thought of taking the lead on a financial decision, worried about what it might mean for the people around you? Do you spend more energy managing other people's comfort than building your own future?

In this episode, Susan and Sara sit down with licensed psychotherapist Anna Holtzman to follow the thread from people pleasing all the way to your bottom line. Anna spent 15 years editing reality TV under relentless pressure — until her body finally forced her to stop. That turning point led her to the work she does now: helping high-achieving women untangle the patterns that keep them playing small.

In this episode, we cover:

• The physical price of high performance: When you operate under constant pressure without relief, your body starts sending signals — migraines, anxiety, emotional dysregulation — that something has to change.
• Why successful women still get caught in people-pleasing: Even accomplished leaders fall into patterns of rule-following and keeping others comfortable, often at a significant cost to themselves.
• The financial fallback of "I'm not good with numbers": This isn't about intelligence — it's a subconscious way of stepping back from financial decisions that feel like they might create conflict or cost you connection.
• Safety first, strategy second: Anna's insight that feeling relationally and nervous-system safe is 80% of the battle when it comes to finally taking ownership of your money.
• Three tools for getting out of fight-or-flight: Co-regulation, graded exposure, and dialoging with fear — Anna's practical framework for building capacity without overwhelming yourself.
• The Melt Through Method: A daily journaling practice designed to calm your internal fear state so you can make decisions from clarity instead of anxiety.

The "not good with money" story is almost never the truth. More often, it's a protective layer over something much more personal — and much more fixable.

0:00 - Welcome & introducing Anna Holtzman

2:02 - Anna's story: from reality TV to therapy

7:20 - Why high-achieving women still people-please

12:28 - People pleasing & the rise of gray divorce

14:38 - What keeps women stuck: the fear of losing connection

17:22 - How people pleasing shows up in financial life 1

20:03 - "I'm not good with money" as a protective story

26:33 - Three tools to regulate your nervous system

28:04 - The Melt Through Method: journaling with your fear

32:23 - First steps + Anna's free course for listeners

👋 If this episode resonated, we'd love to hear about it — leave a comment, subscribe, and share with a woman who needs this conversation.

📖 More resources and reflection on the Sorelle Journal: https://www.sorellewealthpartners.com/blog

Connect with Anna Holtzman: Visit https://www.annaholtzmantherapy.com/hwu for her free course on the Melt Through Method, listen to her podcast How to Trust Yourself, or find her on Instagram @anna_holtzman.

Her Wealth: Unscripted is hosted by Susan Jones, JD, CFP®, CDFA® and Sara Gelsheimer, MBA, CFP®, co-founders of Sorelle Wealth Partners, a fee-only fiduciary wealth management firm serving women and families navigating divorce, widowhood, retirement, and other major life transitions, with offices in Boca Raton, FL and St. Louis, MO. Learn more at sorellewealthpartners.com.

#WomenAndMoney #PeoplePleasing #HerWealthUnscripted

Financial mistakes happen to everyone — even Certified Financial Planners. In this candid quick-hit episode of Her Wealth: Unscripted, fee-only fiduciary advisors Susan Jones and Sara Gelsheimer pull back the curtain on their own financial lives and the money lessons they’ve learned the hard way.

Have you ever wondered: Am I saving too much and enjoying life too little? Why do I feel guilty spending money I’ve earned? How do I get more involved in my family’s finances when I feel like I don’t know enough? This episode is for you.

We believe financial decisions are most powerful when they’re made with intention and grounded in what matters most to you — and that starts with giving yourself grace. By getting honest about our own hurdles, we hope to create a shame-free zone for women to examine their own financial journeys.

In this episode, we cover:

• The “chronic saver” trap — why a scarcity mindset can hold you back from enjoying your money, even when your retirement plan is solid
• The emotional side of money — how subconscious feelings about finances drive our decisions more than spreadsheets do
• Spending guilt — why it’s easier to give clients permission to spend than to give it to ourselves
• The confidence gap — the silent mistake of assuming you “don’t know enough” to be involved in your own financial life, and why handing over 100% of financial control creates avoidable problems later
• Transitioning from saving to spending — what it really takes to shift from the working years into retirement with confidence
• The moral of the story? Financial mistakes are almost always repairable. It’s more than just the numbers — it’s the life they make possible.

Chapters:

0:00 - Why we’re sharing our own money mistakes

1:09 - Susan’s uninvested cash mistake

2:45 - Sara’s chronic saver confession

11:04 - Purchases we completely regret

16:30 - The “it’s just money” moment

17:50 - The confidence gap holding women back

18:30 - How mistakes make us better advisors

👋 If this conversation resonated, like the video, share your thoughts in the comments, and subscribe for more real conversations about women and wealth.

📖 Read the full transcript and companion article on the Sorelle Journal: https://www.sorellewealthpartners.com/blog

Her Wealth: Unscripted is hosted by Susan Jones, JD, CFP®, CDFA® and Sara Gelsheimer, MBA, CFP®, co-founders of Sorelle Wealth Partners, a fee-only fiduciary wealth management firm serving women and families navigating divorce, widowhood, retirement, and other major life transitions, with offices in Boca Raton, FL and St. Louis, MO. Learn more at [sorellewealth.com].

#HerWealthUnscripted #MoneyMindset #WomenAndWealth

Welcome to Her Wealth: Unscripted, where we believe financial decisions are most powerful when they are grounded in what matters most to you. In this episode, hosts Susan Jones and Sara Gelsheimer are joined by Elisabeth Nyang-Coleman—a licensed speech-language pathologist, executive coach, and founder of Lead Her Dynamics.

Elizabeth draws from over two decades of experience to discuss the "survival mode" many successful women experience during major life transitions. From burnout and career pivots to the emotional and financial pressures of caregiving, we explore how to recognize these patterns and begin building a life that feels sustainable and financially grounded.

In this episode, you’ll learn:

• What Survival Mode Actually Looks Like: Why successful, dependable women often feel "on edge" and trapped by decision fatigue despite appearing to have it all together.
• The "Juggling Balls" Metaphor: How high-achieving women go from managing three responsibilities to ten, fearing that everything will fall apart if they slow down.
• The Gender and Childhood Connection: How being the "eldest daughter" or the reliable family member leads to internalized pressure to put others' needs first.
• Financial Repercussions of Caregiving: The impact of the "sandwich generation" on retirement savings and why generosity shouldn't come at the cost of your own future.
• Practical Strategies for Relief: Why saying "no," asking for help, and outsourcing tasks like grocery delivery or cleaning are essential for nervous system regulation.
• Using Money as a Tool: How to use your finances to "buy back" time and support your need for rest and alignment.

Her Wealth: Unscripted is dedicated to helping women feel more intentional and less overwhelmed. Because it’s more than numbers; it’s the life they make possible.

✨ Ready to move from survival to alignment?

• Visit Sorelle Wealth Partners: https://www.sorellewealthpartners.com
• Connect with Elisabeth Nyang-Coleman: Find her at LeadHerDynamics.com

If you’re ready to build a life that is both successful and sustainable, our team is here to guide you with clarity and partnership.

#SurvivalMode #BurnoutRecovery #WomenAndMoney #FinancialResilience #SorelleWealthPartners #HerWealthUnscripted #LeadHerDynamics #SelfCareForWomen

Welcome to a special "book club" edition of Her Wealth Unscripted! In this episode, Susan Jones and Sara Gelsheimer break format to dissect a book that they haven’t been able to stop thinking about: Strangers: A Memoir of a Marriage by Belle Burden.

On paper, Belle Burden had all the tools to navigate her financial life perfectly. She was a Harvard Law graduate, a high-powered New York attorney, and a beneficiary of generational family wealth. Yet, after 20 years of marriage, three children, and stepping back from her career to support her husband’s corporate climb, she was completely blindsided when he abruptly walked out—leaving behind a complex web of financial inequality and a heavily altered prenuptial agreement.

Susan and Sara map out the major financial "red flags" and pivotal moments in Belle’s story, sharing the hard-hitting advice they give to their clients to prevent these situations from happening in real life.

Key Takeaways From This Episode:

• The Prenup Trap: Why having any prenuptial agreement isn't always better than no prenup, and the danger of signing last-minute changes under pressure.
• The Invisible Opportunity Cost: The long-term financial impacts women face when stepping away from the workforce—from paused career advancement to reduced Social Security and retirement compounding.
• The Commingling Mistake: A painful look at how taking a major distribution from a protected family trust to purchase a joint primary residence permanently alters separate property rights.
• Financial Transparency is Table Stakes: The critical importance of maintaining full visibility into household income, account balances, and bonuses, even in the healthiest partnerships.
• The "If I Die" Binder: Practical strategies for creating a centralized financial road map so both partners are equipped to handle day-to-day and long-term finances in a crisis.

“Because it's more than numbers, it's the life they make possible.”

#HerWealthUnscripted #Prenup #FinancialIndependence #DivorceSmart #WomenAndWealth #AssetProtection #MarriageAndMoney #SmartInvesting

For many high-achieving women, professional success is often measured by titles, prestige, and a high-level paycheck. But what happens when that "prestige" costs more in mental health, family time, and personal energy than it provides in satisfaction? In this episode of Her Wealth: Unscripted, Susan Jones and Sara Gelsheimer sit down with Shanna Weber, founder and CEO of Prima Consulting, to discuss her bold transition from a Managing Director at an $8 trillion firm to a leadership and strategic coach.

We explore the specific pressures facing Gen X women—the "latchkey kids" raised to equate stuff with success—and the deep identity shift required to walk away from a corporate brand. Shanna shares how she navigated the "itchy" brand change of starting over and how she now helps others find a career that energizes rather than drains them. This episode is a roadmap for any woman looking to pivot toward a life of clarity, confidence, and purpose.

You’ll learn:

• The "Decimal Point" Moment: How realizing your work lacks personal impact can lead to a powerful career reckoning.
• The Gen X Success Trap: Why our generation was taught to "sell our souls" for status symbols and how to break that cycle.
• Redefining Your Currency: Shifting the focus from a dollar amount to a "holistic picture" that includes health, sleep, and time with family.
• The Identity Shift: Managing the discomfort of no longer being "the industry expert" and building a new brand from scratch.
• CliftonStrengths for Transitions: Using your natural talents to identify why your current job is "sucking the life" out of you.
• Stairs vs. Cliffs: Why you don’t have to jump off a ledge to make a change—practical ways to take "baby steps" toward a new path.
• Financial Flexibility: Realizing that the "number" needed to step away is often much lower than you think when you adjust your lifestyle.

If you are looking to advance your career or navigate a professional transition, you can connect with Shanna Weber here.

Chapters:

00:00 – Introduction

02:00 – Humble beginnings and the 23-year climb to Managing Director.

04:30 – The financial and personal cost of the "prestigious" paycheck.

05:14 – The week that changed everything: Layoffs and realizing a lack of impact.

07:43 – The Brand Pivot: Moving from an industry expert to "starting over".

14:36 – Gen X Research: The "Latchkey" generation and our unique relationship with work.

17:16 – Status Symbols: Why we chase the Porsche and the second house.

21:57 – Midlife Evaluation: Deciding what the next 40 years of your life should look like.

27:45 – Strengths and Energy: Using CliftonStrengths to find the right alignment.

32:57 – Holistic Wealth: Trading dollar signs for better health and family memories.

36:42 – How to connect with Shanna and Prima Consulting.

Market volatility can feel like turbulence on a flight—uncomfortable, scary, and enough to make you grip the armrests. However, just as turbulence doesn't mean the plane is going down, market fluctuations are often simply the "cost of admission" for achieving long-term returns. In this episode of Her Wealth: Unscripted, Susan Jones and Sara Gelsheimer dive deep into the psychology of investing during uncertain times. They discuss the hidden dangers of "sitting in cash" and share compelling data on why missing just a few of the market's best days can drastically impact your retirement nest egg. Whether you are a seasoned investor or just starting your accumulation journey, this conversation provides the technical and emotional grounding needed to turn market fear into a long-term opportunity.

You’ll learn:

• The Cost of Admission: Why volatility is an inseparable part of outperforming inflation over time.
• The "Right Twice" Trap: Why timing the market requires being right when you sell and when you buy back in—a feat even professionals rarely master.
• The Power of Presence: How missing only 10 to 20 of the best trading days over a 20-year period could cut your potential returns by more than half.
• Cash Isn't Risk-Free: The "gut punch" reality of opportunity cost when leaving assets in cash for decades.
• Diversification as a Sleep Aid: How asset allocation across sectors and global markets provides stability when domestic markets struggle.
• The "Advanced Class" Mindset: How to reframe a market dip as a "fire sale" and use systemic investing to buy on discount.
• Actionable Anxiety Relief: Practical steps to take—and things to stop doing—when you feel the urge to make a rash financial move.

Chapters:

• 00:00 – Welcome to Her Wealth: Unscripted
• 00:57 – Acknowledging the emotions behind turbulent times
• 01:20 – Volatility: The price you pay for returns
• 03:40 – The hidden risks of sitting in cash and the "Roth gut punch"
• 06:41 – The danger of trying to time the market
• 09:01 – The $500k Example: The high cost of missing the best trading days
• 12:12 – Moving to the "Advanced Class": Reframing market dips as sales
• 15:18 – Diversification and understanding Asset Allocation
• 19:59 – The case for Global Diversification and avoiding Home Bias
• 23:28 – When your "Sleep at Night" factor triggers an allocation change
• 26:29 – Practical tips: How to avoid rash decisions during volatility
• 29:59 – Closing: It’s more than numbers, it’s the life they make possible

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 market volatility is keeping you up at night, we are here to help you assess your strategy and stay the course.

#CompoundInterest #InvestingFacts #RetirementPlanning #StockMarketNews #WealthGap #SorelleWealth

Any rates of return, investment outcomes, performance illustrations, or year-over-year return examples discussed in this presentation are hypothetical and are provided solely for educational and informational purposes. These examples do not represent the actual performance of any client account, portfolio, or investment strategy and should not be relied upon as an indication of future results.

Hypothetical returns are based on assumptions that may not reflect actual market conditions, investment decisions, fees, expenses, taxes, or other factors that can materially impact investment performance. Actual results will vary and may be significantly different from those discussed.

Nothing contained in this presentation should be construed as investment, legal, or tax advice, or as a recommendation to buy or sell any security or adopt any particular investment strategy. All investments involve risk, including the possible loss of principal, and past performance is not indicative of future results.

Welcome to 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 career coach and consultant Ericka Kirschner to discuss the powerful journey of navigating career pivots in midlife.

Ericka spent over 28 years in the healthcare industry, moving from high-stress bedside nursing in the neonatal ICU to clinical leadership and eventually healthcare technology. Her journey was shaped by personal seasons—raising children, navigating a divorce, and the necessity of accelerating her earning potential—which ultimately led her to launch her own business. Now, she helps other women, particularly healthcare professionals, find alignment and confidence without "blowing up their lives" in the process.

In this episode, you’ll learn:

• The Myth of Starting Over: Why a career pivot at midlife isn't about starting from scratch, but rather building on your established "superpowers."
• The Emotional Weight of Healthcare: Understanding the unique stress and 74% burnout rate among nurses and why self-care is a professional necessity.
• Navigating Life’s Transitions: How Ericka managed the financial and emotional pressures of divorce and parenting while advancing her career.
• Opening the Door to New Opportunities: Why healthcare professionals are highly valued in industries like tech, IT, and medical devices.
• Breaking the "Conditioning": Overcoming the belief that you need more degrees or certifications to make a change.
• Practical First Steps: How to "pay attention to the signals" and use baby steps to explore a new path before taking a major leap.

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 explore your next chapter?

• Visit Sorelle Wealth Partners: www.sorellewealthpartners.com
• Connect with Ericka Kirschner: Visit erickakirschner.com to take her free Career Check-in and explore coaching options.

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

#CareerPivot #WomenInHealthcare #FinancialWellness #SorelleWealthPartners #HerWealthUnscripted #NursingBurnout #MidlifeTransition #Entrepreneurship

Welcome to Her Wealth: Unscripted, the podcast from Sorelle Wealth Partners, where we believe financial decisions are most powerful when they are made with intention and grounded in what matters most to you. In this episode, hosts Susan Jones and Sara Gelsheimer tackle a critical topic: how to pick the right financial advisor.

Choosing an advisor is about more than just checking a box; it’s about finding a partner for your long-term financial journey. Many people spend more time researching a new refrigerator than the professional who will guide their financial future. Susan and Sara break down the technical "table stakes" and the emotional connections you should look for to ensure your advisor is truly in your corner.

In this episode, you’ll learn:

• The Fiduciary Standard: Why you must ask if an advisor is a fiduciary 100% of the time, and the difference between the "best interest" and "suitability" standards.
• Fee Transparency: Understanding the difference between Fee-Only, Fee-Based, and Commission-Based compensation to avoid hidden conflicts of interest.
• Decoding Credentials: What titles like CFP® (Certified Financial Planner), CFA (Chartered Financial Analyst), and CDFA® (Certified Divorce Financial Analyst) actually mean for your specific needs.
• The Value of Holistic Planning: Why true financial guidance involves a deep dive into taxes, estate planning, and asset titling, rather than just managing a portfolio.
• The "No Stupid Questions" Rule: Why your advisor should be able to explain complex strategies in plain English without relying on confusing jargon.
• Red Flags to Watch For: Why you should "run, not walk" away from anyone guaranteeing market returns or pressuring you into quick decisions.

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

✨ Ready to find the right partnership? Visit Sorelle Wealth Partners: https://www.sorellewealthpartners.com

If you are looking for a non-judgmental, technical, and emotionally supportive team, we are here to guide you.

#FinancialAdvisor #Fiduciary #WealthManagement #WomenAndMoney #SorelleWealthPartners #HerWealthUnscripted #FinancialPlanning #CFP