Her Wealth: Unscripted

Going through a divorce or losing a spouse comes with a mountain of paperwork — and updating your estate plan is often the thing that falls to the bottom of the list. But one overlooked form can mean your ex-spouse inherits everything you meant for your kids.Have you ever wondered…If your power of attorney is even valid anymore after a divorce?Whether you actually need a trust — or if an attorney is just selling you one?What happens to your retirement account if you never updated the beneficiary?In this episode, Susan and Sara sit down with estate planning attorney Tamara Block to unpack why "just sign here" estate planning fails women — and what to do instead.In this episode, we cover:The beneficiary designation trap — Why a divorce decree doesn't automatically update your retirement accounts or life insurance, and how a six-figure account can end up going to an ex-spouse instead of your kids.Estate planning for solo women — What single, divorced, widowed, or never-married women need to think through differently, from picking a healthcare agent to deciding where a legacy goes without children involved.Married couples aren't exempt — Why "I'm married, so I don't need a power of attorney" is one of the most common and costly myths Tamara hears.The AI and social media myth problem — Why viral "trust loophole" posts and DIY AI legal advice are becoming harder to fact-check, and why they're often just wrong.Why relationships beat templates — What separates a good estate planning attorney (or financial advisor) from a legal-zoom shortcut, and why understanding your documents matters as much as having them.How to actually get started — Tamara's advice for tackling estate planning without getting stuck in overwhelm.The bottom line: an estate plan isn't a one-and-done document — it's something that has to grow and change with your life. And you deserve a professional who takes the time to make sure you understand it.Tamara Block is an attorney with over 25 years of legal experience, licensed in Minnesota, South Dakota, Texas, and Tennessee. Her practice focuses on estate planning, real estate, nonprofits, small business matters, and litigation, with a particular focus on single women navigating divorce, widowhood, or life without children. Learn more at https://www.tamarablockattorney.com/CHAPTERS 0:00 - Meet Tamara Block: estate attorney background and passion for helping women2:06 - Tamara's story: single motherhood and the wake-up call to get her own plan in order4:08 - Why women's longer life expectancy makes estate planning even more critical7:56 - Why updating your estate plan after divorce or widowhood is often overlooked8:24 - The beneficiary designation story: how an ex-spouse inherited a six-figure account13:49 - Estate planning considerations for women without children20:13 - Common estate planning myths: power of attorney, trusts, and "asset protection" schemes22:37 - Why everyone benefits from a financial advisor, not just the wealthy25:18 - Where AI gets legal and financial advice wrong — and why prompts and personalization matter28:09 - Tamara's #1 takeaway for listeners30:15 - How to connect with Tamara Block👋 If this episode gave you something to think about, like, comment, and subscribe — we'd love to hear which myth surprised you most. 📖 Read more on the Sorelle Journal: https://www.sorellewealthpartners.com/blogHer 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.#EstatePlanning #DivorceRecovery #HerWealthUnscripted

Ever feel like you're failing at "balance" no matter how hard you try? What if balance was never the right goal to begin with?Have you ever wondered…Why "having it all in balance" feels impossible no matter how organized you are?Whether asking for help means you're not cutting it?How other women seem to build a support system that actually works?In this episode, Susan and Sara sit down with Amy Pierre-Russo — a work-life harmony coach with a background in HR and leadership coaching — to unpack why the idea of "balance" sets women up to feel shame, and what to pursue instead. It's a conversation about redefining support, reclaiming your time, and giving yourself permission to focus on one thing at a time.In this episode, we cover:The harmony reframe: Why "balance" assumes everything carries equal weight — and why that's a myth that sets women up to fail.Where the shame really comes from: Amy breaks down how societal norms and unrealistic expectations get quietly "adopted" as our own.Why asking for help is so hard: How jumping into new roles too fast can make us forget to pause and figure out what we actually need.The financial side of support: Why paying for help isn't a failure — it's a strategic investment in your time and your business.Building your village on purpose: The data behind why women with strong female networks earn more and hold higher-level titles.Living in your zone of genius: How to know what to delegate, automate, or eliminate — and why that's not selfish, it's smart.At the end of the day, harmony isn't about doing it all — it's about knowing what matters most right now, and giving yourself grace for the rest.Chapters:0:00 - Welcome & introducing Amy Pierre-Russo1:12 - Amy's path from HR to work-life harmony coaching3:34 - Reframing "balance" as "harmony"6:24 - Where mom-shame really comes from11:06 - Why it's so hard to ask for help13:29 - The financial case for buying back your time17:13 - The power of women's networks (65% stat)20:06 - Focusing on "one priority" without guilt22:55 - Working in your zone of genius26:57 - Including your kids in your work33:32 - Amy's challenge + free resourceAmy Pierre-Russo is a work-life harmony coach with a decade-plus background in HR and leadership coaching. Through one-on-one coaching and community, Amy helps women — especially moms — build intentional systems of support so they can show up fully at work and at home. Connect with Amy on LinkedIn (Amy Pierre-Russo) or Instagram (@coaching_w_amy).👋 If this episode resonated, give it a like, drop a comment about what "harmony" looks like for you, and subscribe so you don't miss next week's conversation.📖 Explore more on the Sorelle Journal: https://www.sorellewealthpartners.com/blogHer 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.#WorkLifeHarmony #WorkingMoms #HerWealthUnscripted

You can have money in the bank, a thriving business, and every outward sign of success — and still feel like it could all disappear tomorrow. That gap between the evidence and the emotion is exactly what this episode is about.Have you ever wondered…Why hitting a financial goal doesn't actually make the anxiety go away?Why the same advice (like a morning affirmation routine) works for one person and backfires for another?Why you hold your breath before hitting "send" on an invoice or a big purchase?This week, Susan and Sara sit down with Hailey Fernelius, founder of Hailey Ann Co and a wealth capacity strategist who works at the intersection of money, the nervous system, and identity. Hailey started out doing the numbers for female business owners — until she noticed that data and logic almost never won against someone's old money story. That realization became the foundation for a five-step process that helps women stop hustling from fear and start building financial lives that actually feel safe.In this episode, we cover:The four money archetypes — Fight, flight, fawn, and freeze aren't just relationship patterns; Hailey breaks down how each one shows up in how you spend, invest, and price your work.Where these patterns actually come from — Hailey explains why these are survival responses learned early, and why success doesn't automatically erase them.The "cookie cutter" trap — Why the exact same advice, like a daily affirmation, can help one person and quietly burn out another.Early warning signs to watch for — from pricing you're afraid to raise to snapping at the people you love, Haley shares the subtle cues that your money script needs attention.Navigating money decisions during big life transitions — divorce, loss, retirement, or any major shift — and why a dip in your account doesn't mean you made the wrong call.A 30-second grounding practice — a simple breathing technique you can use before any financial decision, no gym or fancy equipment required.The moral of this one: the goal isn't to eliminate every ounce of financial fear — it's to stop letting an old story make today's decisions for you.CHAPTERS 0:00 - Welcome & meet Hailey Fernelius 1:11 - Haley's path from bookkeeping to somatic money work 3:15 - Why women struggle with money confidence in business 5:57 - The four money archetypes: fight, flight, fawn, freeze 8:49 - Which archetype shows up most (and when) 10:13 - Hailey's five-step process to rewrite your money story 14:11 - Early warning signs your money script needs work 17:34 - Why "cookie cutter" advice — even affirmations — can backfire 20:41 - Making money decisions during major life transitions 23:06 - A 30-second practice to feel grounded before big decisions 25:17 - Where to find Hailey👋 If this episode resonated with you, give it a like, drop a comment about which archetype you saw yourself in, and subscribe so you never miss an episode.📖 For more on aligning your money with your life, visit the Sorelle Journal: https://www.sorellewealthpartners.com/blogHer 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.#MoneyMindset #FinancialWellness #HerWealthUnscripted

You can take the vacation, get the massage, and still come home feeling just as wound up as when you left. If rest never actually feels restful, this episode is for you.Have you ever wondered…Why some people can truly unwind while you feel like you're always "on"?What your body might be trying to tell you through chronic stress or autoimmune symptoms?Whether changing your physical environment could actually change how you feel inside?In this episode, Susan and Sara sit down with Janet Diaz, co-founder of Soul Craft Journeys and a former IT leader who spent two decades excelling in high-pressure environments — until her body forced her to pay attention. Janet shares her personal journey from growing up in a home shaped by her father's PTSD, to developing autoimmune disorders from years of chronic hypervigilance, to discovering that healing had less to do with productivity and more to do with permission to slow down.In this episode, we cover:The hidden cost of "high performing": How the same skills that made Janet thrive in tech were quietly draining her nervous system for years.What your body is really telling you: Why autoimmune disorders can be a physical expression of a nervous system stuck on high alert.The power of changing your environment: How something as simple as moving your workspace can shift your identity, energy, and capacity to think clearly.Who transformative travel is really for: Why women navigating divorce, widowhood, and empty nesting are drawn to this kind of intentional reset.Aligning money with meaning: Why investing in your own well-being is a financial decision, not just an emotional one.One small step you can take this week: A simple, low-cost way to start breaking old patterns without booking a flight.The takeaway? You don't have to overhaul your life to start feeling like yourself again — sometimes it starts with one small, intentional change.Chapters: 0:00 - Welcome & meet Janet Diaz 1:30 - From IT leadership to a life-changing pivot 4:34 - Growing up with a hypervigilant nervous system 8:17 - When the body keeps score: autoimmune disorders as a wake-up call 11:12 - Realizing success wasn't the same as wellbeing 16:10 - The power of changing your environment 20:22 - Who Soul Craft Journeys serves: divorce, widowhood, empty nesting 23:26 - Why travel resets the nervous system 27:32 - Inside a journey: grounding, releasing, reconnecting, rising 32:20 - Aligning your money with your well-being 35:41 - One small step to start this week 38:07 - How to connect with Janet👋 If this episode resonated with you, give it a like, drop a comment about what stuck with you most, and subscribe so you never miss an episode of Her Wealth: Unscripted.📖 For more on aligning your money with your life, visit the Sorelle Journal: https://www.sorellewealthpartners.com/blogHer 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.#NervousSystemHealing #WomenInTransition #HerWealthUnscripted

Most financial decisions get boiled down to one question: can I afford it or not? But that framing misses the real conversation — the one about values, trade-offs, and what you actually want your life to look like.Have you ever wondered…Why the "right" financial answer never feels as clear-cut as it should?Why you and your partner can look at the same bank account and feel completely different things?What it would look like to make money decisions from clarity instead of fear?In this episode, Susan and Sara pull back the curtain on the exercise that sits at the heart of their entire planning process — and why they never start a client relationship by talking about investments. It's a conversation about getting honest with yourself before you get strategic with your money.In this episode, we cover:Why financial decisions are rarely about affordability — how values, life outlook, and unspoken fears shape every "can I afford this" question.The values exercise that comes before any investment talk — narrowing 50 values down to your top five to find what truly matters.Ranking importance vs. satisfaction — how spotting the gap between the two reveals where your money and your life are out of sync.What your spending or saving style says about you — and why neither one needs to come with shame.The financial purpose statement — a real, written document (not a quiz you forget about) that becomes your guide through big decisions.Why this isn't a one-time exercise — how values shift over time and why revisiting them keeps your money aligned with your life.At the end of the day, the numbers are a tool — not the destination. Get clear on your financial purpose, and the numbers start working for the life you actually want.Chapters 0:00 - Why financial decisions feel so hard 1:22 - There's no single "right" answer 3:21 - Why we don't start with investments 4:10 - The values exercise: ranking what matters most 6:49 - What your spending or saving style reveals 8:34 - Creating a financial purpose statement 13:56 - Why values change — and why you have to revisit them 18:00 - Where to start if you're doing this on your own👋 If this episode gave you a new way to think about your money, give it a like, drop a comment with your top value, and subscribe so you don't miss what's next.📖 Want more? Head to the Sorelle Journal: https://www.sorellewealthpartners.com/blogHer 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.#FinancialPurpose #ValuesBasedPlanning #HerWealthUnscripted