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While many choose to roll over their employer-sponsored retirement plan balance to an individual retirement account (IRA), if you have company stock in your plan, you could forfeit a significant tax advantage — net unrealized appreciation (NUA) — by rolling over the stock.

Jamie Milam has a passion for helping educate and guide others, which she has used with great enthusiasm in growing in her real estate career. Having faith that if she can rebuild her life from a single Rubbermaid storage tote, then she can build anything she puts her mind to. Through practicing self-awareness, developing a supportive mindset, implementing purposeful strategies and systems, and a healthy dose of determination, Jamie believes you are just steps away from living the life you desire and deserve.

Learn about how our firm came to be, what we stand for, and how we can help you.

The SECURE 2.0 Act will help Americans bolster their retirement savings and strengthen their long-term financial security. Here’s what you need to know about the SECURE 2.0 Act of 2022.

Patricia Smith Griffin is the Founder of Charity’s Children Project, Inc., and a staunch advocate for women’s issues who gives us a glimpse into the integral role Black women played in establishing a city. You'll learn who Charity is and her involvement in both the Underground Railroad and women’s suffrage, as well as how Patricia has worked to preserve her own family history and teach others to do the same.

Passing on wealth is not just about getting financial assets to future generations. It’s also about passing on what you think is important and avoiding damage to your children's relationships with each other. Here are some steps you can take to try and avoid common mistakes and increase the likelihood that your estate transfers successfully through another generation.

Today we have Lindsay Hagerman, Founder, and Co-owner of RainCaper, on the show. She shares a bit of the ins and outs of developing and growing a business with her mom and discusses her love for what she does. Lindsay talks about everything from the challenges they tackle to customer service and what the future looks like.

A health crisis catches a family off guard. And then they have to scramble to make quick decisions—and work through the inevitable family conflicts. Could this scenario happen to you and your family? If it did, how would you and your family feel? What would you do?

President of Iris Creative, Beth Brodovsky works with organizations focusing on building image and relationships with visitors, members, volunteers, donors, communities and students. When organizations are looking for people to come, stay, get involved and give back — Beth focuses on the importance of developing long-term connections with their audience.

Even elite athletes need rest days to stay healthy. Sometimes financial markets need to reset from record-setting performance, too. Here’s what you need to know about bear, or down, markets.

President of J&L Building Materials, Emma Moretzsohn joins the show today to chat with me about her family business, the construction industry, employees, and much more.

We all want our sons and daughters to have a secure financial future. When you bring up the topic of investing, think through how you’ll start your conversation to empathize with them. By following these suggestions, you can walk away with a much more productive outcome.

You may find that you have accumulated a number of workplace retirement accounts over the years. Consider consolidating these assets into a single rollover IRA to simplify your life and help you take better control of your financial future.

Jaclyn Gallo is a keynote speaker, author, and in-demand life coach who has mentored hundreds of women, published 2 best-selling books, and has spoken on 125+ stages in 7 countries, including the Tedx stage. Listen today to learn about how you can "embrace your superpower."

Whom you choose as a beneficiary of your retirement accounts, and how you designate each beneficiary, can have a significant impact on your family. Properly designating beneficiaries as part of your retirement planning process can help you contribute to the financial well-being of your heirs, giving them more options for how they receive the money and when those assets are taxed.

Hear about entrepreneurship in law and how that can expand into other areas of work, during this week's episode with Mary Sheila McDonald, Center Director and Scarpa Professor of Law & Entrepreneurship at Villanova University’s Charles Widger School of Law.

Many major events scrawled across the pages of late 20th and early 21st-century history and mark your life in ways few others alive today can comprehend. But now you’re six months shy of your 60th birthday. You are 59½, to be exact. Why is that age so significant?

Nationally published writer, ghostwriter, author and content strategist, and editorial project manager, Joanne Cleaver, joins us today. Learn why Joanne believes her work as Diversity, Equity, and Inclusion Editor at Investment News, engages and explains in unique ways.

If you want your new place to look its best, you’d hire an interior decorator. Likewise, if you’re furnishing your first financial apartment, you should consider working with a financial professional who knows your personal and financial circumstances. Even if you’re just starting out, having an experienced guide can help you lay a firm foundation into securing your financial foundation from the beginning. 

Meet Crissy Pyfer, an expert on motivation and change. A performance & life coach, motivational speaker, Vice President with Ever and a mom of 4 kids whose mission is to find more joy in the journey and inspire others to do the same. Through overcoming tragedy in her own life, she uses her experience and the power of positive psychology to help others transform their lives.

An investment outlook requires a personalized strategy that accounts for your current and future needs, investment time horizon, and appetite for risk. Investors who recognize and avoid these nine common pitfalls may give themselves an advantage in pursuing their investment goals.

Today we speak with Angela Dobrzynski, a Licensed Professional Counselor (LPC) and a Certified Grief Counseling Specialist, with a certificate in Holistic Health Coaching from the Institute for Integrative Nutrition. Angela is also the author of the book "Unmoored" and has her own podcast series.

In this week’s episode of Women & Wealth, we explore how Health Savings Accounts can be used in planning your medical expenses.

In this Women in Wealth session, Regina speaks with Anne Stulpin, a mortgage broker. They discuss timely information on mortgage rates and your options in the current housing market.

Divorce is tough at any stage in life, and discussing this topic generally makes people feel uneasy. However, not talking about the financial issues that come along with divorce—especially when you’re divorcing later in life and have to think about retirement—can create even more discomfort. So, in this episode, I will be sharing five steps to take to ensure your financial security after a later-in-life divorce.

In this week’s episode of Women & Wealth, we meet Kristen Bechtel, a fashionista. Kristen helps people dress for success. Tune in for more details.

On this episode of Women & Wealth, Regina talks about how to handle market volatility.

On this episode of Women & Wealth, we are welcomed by Misty Laboy, a local magazine publisher who is passionate about her craft.

In this episode of Women & Wealth, Regina talks about your retirement plan rollover options.

In this episode of Women & Wealth, Regina speaks with Deanna Coyle, co-founder of Vesta. Deanna talks about her own divorce & how that inspired her to help others through the process.

In this episode, Regina talks about the top 10 tips for managing your money through a divorce.

This week, my guest Samantha will talk about education and support services for people going through divorce. Be sure to tune in!

This week, my guest Samantha will talk about education and support services for people going through divorce.

On this episode of Women & Wealth, we welcome Truda Carney. Truda is a realtor with Long & Foster who primarily sells properties at the beach. Watch today's video to find out more about Truda Carney.

Women need to have significantly more in retirement savings than men because of longer life expectancies, among other reasons. Watch this Women & Wealth video to find out some other reasons why women need to save more and what we can do to overcome those challenges.

Today on Women & Wealth, we welcome Angela York. Angela focuses on marketing implementation, event planning, and executive administrative support for business executives and more specifically, financial advisors. Watch Angela’s video to learn more about how she helps her clients reach their goals.

The Roth 401k is a popular and special kind of 401k investment, but there are some key elements you should know. Tune in for this week's episode of Women & Wealth where we will discuss how to make sense of a Roth 401k.

Joining us today for our Women & Wealth series is Harriet Stein, Founder of Big Toe in the Water.  Harriet is an inspirational teacher and corporate speaker who helps organizations of all sizes to transform employee productivity, engagement, and satisfaction via the practice of Mindfulness.  

The Great Resignation has brought about many people leaving one job for another.  Changing employers is a big decision.  While making this change, you also want to consider your options for your 401(k) Plan.  We walk through some of those options during this episode of Women & Wealth.

My newest guest on our Women & Wealth series, Shelby Thomas, talks about her role at The Perfect RIA.

Divorce can be a challenging path, but it's important to ensure the proper steps are taken. This segment of Women & Wealth features tips for the journey to financial freedom.

What is FAFSA? How do I apply for financial aid? When do I need to start? Get all these answers and more on this segment of Women & Wealth. HINT: The time is NOW.

Join me and Alison Joslyn, Executive Coach, on this segment of Women & Wealth. If you're looking to make a bigger impact in your role, seeking a new position with greater responsibility, or just feel stuck, this episode is for you.

Discussing life insurance can be a sensitive topic, but it’s a very important element of your financial planning. On this segment of Women & Wealth, we take a look at the most popular types of policies. For specific help navigating the complexities of life insurance, give us a call at 484-588-5432.

Stevyn Guinnip, Founder of Grow Wellthy, joins me for this segment of Women & Wealth. Stevyn works at the intersection of health and wealth to help financial advisors live well and retire wealthy.

We talk a lot of times in the abstract about planning, but what happens when the event comes? On this segment of Women & Wealth, we discuss life in reality; I dropped my son off at college.

Lisa Smith, Founder of The Coaching Center for MindTraining & Success, joins us for this segment of Women & Wealth. In addition to being an award-winning resilience trainer, Lisa is also a hypnotherapist that works with her clients through behavior change.

Divorce is a very tough time in anyone's life to go through, whether or not it's yourself or a close family member. With so much at stake financially, be sure to consult an attorney or financial professional who specializes in divorce to help protect your assets to the greatest extent possible.

On this segment of Women & Wealth, we discuss caring for aging parents. No matter your current situation, developing a financial plan is a crucial step in providing adequate support for your parents' future well-being. We're happy to help you develop that financial plan and review your family's options.

Are you playing to your strengths and fulfilling your "joyometer"? Find out on this segment of Women & Wealth with Founder of Fundamentals Coaching and Chief Strengths Officer, Angela Steel.

It is never too early to teach your children financial responsibility! Learn some tips and strategies to help your heirs become financial literacy experts on this segment of Women & Wealth.

We welcome Stacey Linderman, Founder of A6 Financial and Business Optimization, for this segment of Women & Wealth. Stacey loves working with all types of clients, helping them live up to their potential whether it be strategic resource allocation, human resources best practices or business process redesigns.

Credit cards play an essential role in establishing good credit history. In this segment of Women & Wealth, we discuss how to choose the best credit card for you. Let’s refine your monthly budget together to accommodate your new credit card without shortchanging your important financial goals and give us a call today.

On this segment of Women & Wealth, Laura Garfield, Co-Founder of Idea Decanter, explains her company’s story planning process and live coaching as it relates to remote video production.

Are you approaching retirement or just looking to plan ahead? Let us help you, and watch this quick segment of Women & Wealth to make sure you're retirement ready.

On this segment of Women & Wealth, we welcome Martha Sharkey, CEO & Founder of TODAY is a Good Day, a non-profit organization providing personal and financial support for families who experience the Neonatal Intensive Care Unit.

Are you undercutting your efforts to build wealth? Watch this quick segment of Women & Wealth to find out

Christine Zaccarelli, CEO of The Crime Victims’ Center of Chester County, Inc., joins us for this segment of Women & Wealth to fill us in on all that her comprehensive victim service agency does and how they provide assistance through counseling, advocacy, resources, and education.

Kathryn Trapp from USHEALTH Advisors joins us for Women & Wealth. On this segment, we discuss how Kathy helps individuals navigate through the confusing world of health care, especially clients who are self-employed, wanting to retire early, or going through a divorce.

On this segment of Women & Wealth, we welcome Nichole Howard of Nichole MCH Photography. Nichole loves working with entrepreneurial women to capture content and build the “know, like, & trust” factor to attract more clients from various marketing channels.

According to the U.S. Census Bureau, the population age 65 and older increased from 40.3 million in 2010 to over 54 million in 2019. With this increase comes an explosion of supportive housing alternatives, but how do you find the right care facility? Watch this segment of Women & Wealth to find out.

Join me and Annmarie Woods on this segment of Women & Wealth where we discuss the professional challenges she has faced throughout her career as a woman in the financial services industry.

While it's easy to become preoccupied with all the exciting possibilities retirement brings, you cannot overlook the fact that not all of your financial preparations have been made. The period of transitioning from the workforce to retirement will itself present a whole series of financial issues to address. On this segment of Women & Wealth, we do just that!

Elyse Stoner, Founder and Chief Strategist of Fresh Perspective Consulting, joins us for Women & Wealth. On this segment, we discuss maximizing the marketing value of your events and the power of outsourcing to focus on your strengths.

On this educational segment of Women & Wealth, we talk about a few tips to help recent graduates pay down their debt and attain a solid financial footing as they enter the working world.

On this segment of Women & Wealth, Kelly Robinson, Founder of Panna Knows, joins us to discuss her career and her company. Kelly loves sharing her expertise with busy leaders and recruiters to support them with building a succinct strategy to attract and retain talent.

On this educational segment of Women & Wealth, we review key job search tips for recent graduates. Though it may be difficult finding employment, especially in a pandemic, there are actions you can take to make sure you stand out.

On this segment of Women & Wealth, Meghan Popoleo, Director of Sales and Marketing for The O’Connor Group joins me to discuss what she loves about what she does as well as being a working mom during the pandemic.

In this educational segment of Women & Wealth, we review Social Security for a divorced spouse. Find answers to your questions such as, what if my ex-spouse remarries or what is my full retirement age?

On this episode of Women & Wealth, I have the pleasure of interviewing Cheldin Barlatt Rumer, Executive Producer & Host of THIS IS IT NETWORK. In addition to sharing how she has pivoted with the pandemic, Cheldin gives insightful advice to all entrepreneurs.

Join us on our Thriving in Your Health & Wealth series as Patty Burke and I dive into the topic of relationships. We discuss improving your relationships and social connections with everyone around you from your spouse to your co-workers.

In honor of American Heart Month, this educational segment of Women & Wealth focuses on the number one killer of women. If you want to learn how to help prevent heart disease and reduce your risk, be sure to check out this video.

In this segment of Thriving in Your Health & Wealth, Patty Burke of Whole Body Focus and Whole Health Co, LLC interviews me on the topic of household budgets. Let's optimize your finances through planning and budgeting for your lifestyle.

On this educational segment of Women & Wealth, we discuss identity theft, protecting your identity, what to know about it, and what to do if you fall victim.

On this segment of Thriving in Your Health & Wealth, Patty Burke and I discuss seven key ways you can boost your immune system.

We wanted to take this time to say Thank You and have a Happy New Year!

On this segment of Thriving in Your Health & Wealth, Patty Burke from Whole Health Co. joins me to diss on diets. We cover five reasons why your diet may be failing and how you can lead a healthier lifestyle.

This educational segment of Women & Wealth discusses the complexities of Medicare. We will review key Medicare basics as well as steps that you can take to help ensure that you receive the benefits that you're entitled to.

In this segment, Patty and I go through a self-examination exercise to build upon the idea of the pleasure menu and increasing our happy hormones by talking about how it relates to healthy habits.

This segment of Women & Wealth features Katherine Amoukhteh. Katherine is a founder of Esports - College & Career Pathways, which aims to provide a safe and supportive environment for gamers to pursue their dreams, while focusing on diversity and inclusiveness.

A home is the single largest asset many people will have in their life, though it may also present some difficult estate planning issues that other assets do not. In this segment of Women & Wealth, we will be discussing dealing with your home as part of your estate.

This segment of Women & Wealth features Sheila Brennan. As a divorce coach, Sheila creates strategic solutions for clients contemplating divorce, involved in a divorce, or adjusting to post divorce.

This educational segment of Women & Wealth reviews 10 Key Facts About Social Security. We discuss helpful tips such as retirement age, survivors benefits, and taxable benefits. If you're looking to learn specific information on the role Social Security benefits will play in your financial future, talk with your investment professional.

In this educational segment of Women & Wealth, we discuss best practices for organizing your finances that can remove much of the stress associated with living in an increasingly complicated world. Find out what financial records to keep, where to keep them, and for how long they should be kept.

Women & Wealth features Donna Connor. Donna is a Nurse Practitioner, mainly working in interventional cardiology. In this segment, we discuss shifts in hospitals due to Covid-19. Thank you to all of our healthcare heroes.

In this educational segment of Women & Wealth, we will be discussing how retirement accounts are different. Planning now can help you with diversifying your future retirement income and can also help avoid some tax pitfalls.

This segment of Women & Wealth features Meg McGinn, President of Osprey Health. On this episode, we talk about a few things you can do to improve your health and wellness. Watch all the way through for a surprise announcement!

Our Women & Wealth series welcomes Ashley Owens, Networking Concierge and Owner of Ashley Assists, LLC. Ashley works as a strategic partner for her clients during networking events. In this segment, we discuss quick ways to change your networking mindset.

Our Women & Wealth series features Dr. Andrea Delligatti. Of the many hats she wears, Dr. Delligatti is a business psychologist, executive coach, and mediator. We sit down and talk about real issues women face in their careers and how they can overcome them.

Keeping our social distance! Meet Kate Diorio, Director of Pupil Services in the Red Lion Area School District. She is the homeless student and foster care liaison and truancy officer. In addition, she supervises school nurses, English language learning teachers, the mental health program and much more.

Meet Lydia Terrill! Lydia is an associate attorney at the firm of Vetrano|Vetrano & Feinman LLC. As a family lawyer, Lydia handles cases dealing with divorce, custody, child support, premarital agreements and more.

Meet Jennifer Brango! Jennifer is the Owner and Coach at Jennifer Brango Coaching and Owner Partner of Only Results Fitness! Her main focus as Coach is on go-getter, entrepreneurial-type women and takes them from "Metabolic Burnout to Kick-Ass" in her 12-week program and beyond.

Brigitte Ayoub, Certified Health Coach & Corporate Wellness Consultant, joins us for Women & Wealth. Brigitte helps employers and entrepreneurs reduce stress and gain energy so that they can be more productive at work and create that ripple effect for their employees.

Watch Women & Wealth and Elizabeth Plasser Kelly, Esquire of Kelly Family Law, PLLC! Liz provides thoughtful and strategic representation to those going through divorce, parents or grandparents seeking custody, or those seeking spousal support or child support.

Women & Wealth with Regina McCann Hess: Kristin Sharples, Ph.D, Senior Lead Medical Writer at Janssen Scientific Affairs

This segment of Women & Wealth features Karen Costello. Karen is a Divorce Recovery Certified Coach and Relationship Mentor.

This segment of Women & Wealth features Cassandra Moore. Cassandra is the founder of TMYK Group, which stands for The Moore You Know. Cassandra is also an ICF Certified Coach!

This segment of Women & Wealth features Karen Robinson, Account Executive at Amerisource Bergen!

Host of Connect to Success, Ashley Owens, interviews Regina about her networking approach and what it's like to be a woman in finance.  Most importantly, Regina shares some insights on what Forge Wealth Management will be up to in 2020!

Women & Wealth is a weekly video series where Regina interviews successful businesswomen about how they manage to balance an active professional life with a busy personal life, and the importance of planning for their financial future.

This Is It TV's Cheldin Barlatt Rumer interviews Regina about her firm and how she guides her clients through their financial journey while educating them along the way.