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FireSide: A Podcast Series from FS Investments

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FireSide: A Podcast Series from FS Investments

FS Thrive x Regina Hess: That’s just for rich people

September 18, 2024 • FS Investments • Episode 109

Even sophisticated clients don’t always understand why financial planning can help them achieve their goals. Regina McCann Hess, Founder and President of Forge Wealth Management, hopes to change that.

Regina joins Ginevra Czech, FS Investments Director of Client Value Add Programs, to discuss her passion for educating women about finance, insights from her book, Super Woman Wealth, and how she mobilizes her clients’ vision and values to help them secure their futures.

“A friend of the family wanted to teach me about the stock market. And I said, look, I grew up poor. That’s for rich people. And he said, no, I'm going to give you a stock for a graduation gift, but you have to do the research; you have to tell me why I'm buying this. So, I did it, and he created a monster. I absolutely loved it.”–Regina McCann Hess

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FireSide: A Podcast Series from FS Investments