Video Media

Women & Wealth: Kelly Robinson, Founder of Panna Knows
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.

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

Women & Wealth: Job Search Tips for Recent Graduates
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.

Women & Wealth: Meghan Popoleo, Director of Sales and Marketing at The O’Connor Group
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.

Women & Wealth: Credit Scores
Let’s learn about credit scores on this educational segment of Women & Wealth. Healthy credit creates buying power. Your credit score is one of the most vital parts of your financial life, and it follows you everywhere.

Women & Wealth: Bev Weinberg, Founder and Executive Director of Integrate for Good
Dr. Bev Weinberg, Founder and Executive Director of Integrate for Good joins us on this week’s episode of Women & Wealth. Integrate for Good is committed to making sure that the rich opportunities available in our community are also accessible to people with disabilities.

Thriving in Your Health & Wealth: International Women's Day
Let's celebrate International Women's Day! International Women's Day highlights the social, economic, cultural, and of course the political accomplishments of women. How will you choose to challenge gender bias and inequality so we can continue to progress and thrive in our health, wealth, wellness?

Women & Wealth: Social Security Divorced Spouse Benefits
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?

Women & Wealth: Cheldin Barlatt Rumer, Executive Producer & Host of THIS IS IT NETWORK
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.

Thriving in Your Health & Wealth: Enhancing Your Relationships
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.

Women & Wealth: #1 Killer of Women
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.

Thriving in Your Health & Wealth: Household Budget
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.

Women & Wealth: Identity Theft
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.

Thriving in Your Health & Wealth: Healthier Eating
On this segment of Thriving in Your Health & Wealth, Patty Burke of Whole Health Co. LLC joins me to share tips on how to live a healthier lifestyle. Whether it's diet, exercise, or mental health, it is essential to take care of ourselves.

Women & Wealth: Long-Term Care Insurance
On this segment of Women & Wealth, we discuss Long-Term Care insurance as a way to provide peace-of-mind and prepare for the unexpected in retirement.

Women & Wealth: Susan Nolan, President of Discover Health
Susan Nolan, President of Discover Health, joins us for this Women & Wealth segment. As a Registered Nurse, Susan guides her clients to alleviate the stress of dealing with doctors’ appointments, insurance, medication, care plans, and more, while managing challenging health issues.

Thriving in Your Health & Wealth: Medicare
On this segment of Thriving in Your Health & Wealth, Meg McGinn of Osprey Health joins me to dive deeper into Medicare. In addition, we talk about exciting options you may have in the world of telemedicine.

Women & Wealth: Nine Steps to Raising Money Smart Kids
This educational segment of Women & Wealth covers nine key steps to raising money-smart kids. Give them as many opportunities as possible to save money, spend money, and earn money.

Women & Wealth: Laurie Ryan, President of Exton Region Chamber of Commerce
On this segment of Women & Wealth, Laurie Ryan, President of Exton Region Chamber of Commerce joins me to discuss the importance of networking and programs they offer.

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

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

Thriving in Your Health & Wealth: Dissing on Diets
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.

Women & Wealth: Reducing Debt
On this segment of Women & Wealth, we cover an eight-step game plan to reduce your debt. As soon as you address your debt, you can being to develop a plan and budget to get a handle on your finances.

Women & Wealth: Linda Anderson, Esq., Owner of Anderson Elder Law
This segment of Women & Wealth features Linda Anderson, Esq. Linda is the owner of Anderson Elder Law. A key aspect of Linda's practice is making sure her clients age in a way that preserves their dignity, their self-determination, and supports their family.

Thriving in Your Health & Wealth: Health Care Through COVID with Meg McGinn
This episode Thriving in Your Health & Wealth focuses on navigating health care through COVID. Our friend Meg McGinn joins us to give insight on telemedicine, health care apps, and how providers are adjusting to the pandemic.

Women & Wealth: Facing the Complexities of Medicare
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.

Thriving in Your Health & Wealth: Building Healthy Habits
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.

Women & Wealth: Katherine Amoukhteh, Founder at Esports - College & Career Pathways
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.

Thriving in Your Health & Wealth: Self-Care
Thriving in Your Health & Wealth is a weekly video series geared towards improving your overall wellness during the pandemic and difficult times. In this segment, Patty Burke and I talk about the importance of self-care and steps you can take to bring joy into your life.

Women & Wealth: How to Help a Loved One with Alzheimer's
In this educational segment of Women & Wealth, we're going to learn about Alzheimer's symptoms, what to do if someone you love may have it, and what to expect as the disease progresses through its natural phases.

Women & Wealth: Amanda Wood, CEO and Founder of The Haute Edit
This segment of Women & Wealth features Amanda Wood. Amanda is the CEO and Founder of The Haute Edit. As a personal stylist, Amanda loves helping men and women find their confident style.

Women & Wealth: Dealing With Your Home as Part of Your Estate
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.

Women & Wealth: Sheila Brennan, Divorce Coach
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.

Women & Wealth: 10 Key Facts About Social Security
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.

Women & Wealth: Keshia Butler-Thomas, Owner of Purposeful Life, Solution Focused Life Coaching, LLC.
This segment of Women & Wealth features Keshia Butler-Thomas. Keshia is the Owner and CEO of Purposeful Life, Solution Focused Life Coaching, LLC. With her understanding that sometimes business outweighs personal and vice versa, Keshia focuses on creating work-life harmony for her clients.

Women & Wealth: 10 Rules for the Retirement Road
In this educational segment of Women & Wealth, we discuss 10 Rules for the Retirement Road. It’s never too early to start planning the retirement you want. In fact, the earlier you start the better.

Women & Wealth: Berni Stevens, PhD, Founder of TruNorth Divorce Solutions
This segment of Women & Wealth features Berni Stevens, PhD. Berni is the founder of TruNorth Divorce Solutions. In addition to her CDFA® designation, Berni is also a Certified Divorce Coach.

Women & Wealth: Organizing Your Finances
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: Donna Connor, Nurse Practitioner
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.

Women & Wealth: How Retirement Accounts Are Different
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.

Women & Wealth: Stephanie Ann Ball, President of Stephanie Ann Ball Consulting
Our Women & Wealth series welcomes Stephanie Ann Ball, high-performance specialist and professional opera singer. In addition, Stephanie is the author of "Own Your Light: Becoming Your Favorite Self So You Can Bring Your Best to the World."

Women & Wealth: Required Minimum Distributions (RMDs)
We are kicking off our educational series of Women & Wealth with Required Minimum Distributions (RMDs). In this segment, I will be discussing what an RMD is, why you have to take it, and how the CARES Act plays a role in 2020.

Women & Wealth: Patricia Burke, Founder of Whole Body Focus LLC.
This segment of Women & Wealth features Patricia Burke, Certified Health and Transformational Coach and Founder of Whole Body Focus LLC. In addition, Patricia is the Co-Founder of Whole Health Co, LLC.

Women & Wealth: Meg McGinn, President of Osprey Health
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!

Women & Wealth: Ashley Owens, Networking Concierge and Owner of Ashley Assists, LLC
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.

Women & Wealth: Andrea M. Delligatti, Ph.D.
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.

Women & Wealth: Abby Schwartz, Owner of Brainstorm Communications
This segment of Women & Wealth features Abby Schwartz, Owner of Brainstorm Communications. Abby provides creative services and marketing consultation to hospitals and health systems. Watch as we discuss some tips for a successful work from home balance.

Women & Wealth: Beth Ruggiero, Relationship Manager at Ruggiero Law Offices LLC
Our Women & Wealth series features Beth Ruggiero, Relationship Manager at Ruggiero Law Offices LLC. Beth loves helping people start living their retirement. In addition, her finance background allows her to help her clients understand the questions they should be asking their financial advisor.

Women & Wealth: Meredith McCann, Human Resources Manager of JPL Integrated Communications, Inc.
Our Women & Wealth series welcomes Meredith McCann, Human Resources Manager of JPL Integrated Communications, Inc. Since the pandemic, Meredith has shifted how she connects with employees. In addition, she has taken time to become an advocate for herself, as well as other professional women.

Women & Wealth: Joanna Jane Bartholomew, CEO of O’Hara Development Partners
Our Women & Wealth series features Joanna Jane Bartholomew, Chief Executive Officer of O’Hara Development Partners. O’Hara Development Partners develops healthy communities through rehabilitation of decayed properties.

Women & Wealth: Tanya Weddemire, District Design Manager, Ethan Allen Global, Inc.
Our Women & Wealth series features Tanya Weddemire. Tanya is a District Design Manager for Ethan Allen Global, Inc. Her passion for design began right out of high school, where she started her career in fashion. From there she gained experience in graphic design and went on to pursue her current career in interior design.

Women & Wealth: Cindy Axelrod, CFA ®, Associate Professor & Deputy Finance Dept Chair at the Fox School of Business
Meet Cindy Axelrod, CFA® on our Women & Wealth series. Before becoming an Associate Professor at the Fox School of Business, Cindy was a Portfolio Manager and Sr. Securities Analyst. In this segment, we cover the shift to online education and the opportunities that COVID-19 can bring to your investments.

Women & Wealth: Nancy “Autumn” Nessler, Principal of An Intentional Life, LLC
This segment of Women & Wealth features Autumn Nessler, Principal of An Intentional Life, LLC. Autumn coaches professional women when they are pivoting from what they do to who they are.

Women & Wealth: Lisa Meehan, Residential Realtor with Laurie Dau & Team
Women & Wealth features Lisa Meehan, a residential realtor with Laurie Dau & Team. Prior to becoming a real estate agent, Lisa spent 25 years working at Merck Pharmaceuticals. On this segment, we discuss encore careers and current shifts in the real estate industry.

Women & Wealth: Lauren Simmonds, Author of "Find Your Fabulous: The Fearless Fashionista® Approach to Developing and Owning Your Style."
This socially distant segment of Women & Wealth features Lauren Simmonds. Lauren is the author of “Find Your Fabulous: The Fearless Fashionista® Approach to Developing and Owning Your Style.” In addition, Lauren is a mother, blogger, and product strategy manager.

Women & Wealth: Colleen Mordan, VP of Internal Audit at Qurate Retail, Inc.
This segment of Women & Wealth features Colleen Mordan. Colleen is the VP of Internal Audit at Qurate Retail, Inc. Qurate owns QVC, HSN, Zulily, and Cornerstone brands. In addition to audit, Colleen has backgrounds in accounting and FP&A.

Women & Wealth: Nicole Stephenson Director of the Society of Professional Women, MLCC
This socially distant segment of Women & Wealth features Nicole Stephenson. Nicole is the Director of the Society of Professional Women at The Main Line Chamber of Commerce. In addition, she facilitates the MLCC’s Nonprofit Roundtable program.

Women & Wealth: Dr. May O’Keeffe of May O’Keeffe Orthodontics
Our second socially distant segment of Women & Wealth features Dr. May O’Keeffe. Dr. O’Keeffe has been a practicing orthodontist for almost 17 years and is the owner of May O’Keeffe Orthodontics in King of Prussia. She loves watching her patients grow and gain the confident smile they’ve always wanted!

Women & Wealth: Kate Diorio, Director of Pupil Services at Red Lion Area School District
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.

Women & Wealth: Lydia Terrill Esq., Family Law Attorney at Vetrano|Vetrano & Feinman, LLC
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.

Women & Wealth: Jennifer Brango, Owner of Jennifer Brango Coaching, Co-Owner of Only Results Fitness
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.

Women & Wealth with Regina McCann Hess: Brigitte Ayoub, Certified Health Coach & Corporate Wellness Consultant
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.

Women & Wealth with Regina McCann Hess: Elizabeth Plasser Kelly, Esquire of Kelly Family Law, PLLC
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
Women & Wealth with Regina McCann Hess: Kristin Sharples, Ph.D, Senior Lead Medical Writer at Janssen Scientific Affairs

Women & Wealth with Regina McCann Hess: Karen Costello, Divorce Recovery Certified Coach
This segment of Women & Wealth features Karen Costello. Karen is a Divorce Recovery Certified Coach and Relationship Mentor.

Women & Wealth with Regina McCann Hess: Cassandra Moore of TMYK Group
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!

Women & Wealth with Regina McCann Hess: Karen Robinson at Amerisource Bergen
This segment of Women & Wealth features Karen Robinson, Account Executive at Amerisource Bergen!

Connect to Success: Ashley Owens & Regina McCann Hess
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 with Regina McCann Hess: Diane Miller at AVE Malvern
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.

Talking Finance with Cheldin Barlatt Rumer from This Is It TV
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.