Welcome to Episode 4 of 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 life coach Michelle Gauthier to unpack a topic that resonates with almost every woman: the mental load.

The mental load is the invisible labor of planning, worrying, and remembering that keeps a household running. From dinner prep and sports schedules to the complex financial "what-ifs," women often carry this weight alone. We explore why this happens and, more importantly, how to lighten the burden.

In this episode, you’ll learn:

• What the Mental Load Really Is: Why the "invisible" nature of these tasks makes them so exhausting.
• The Financial Mental Load: How tracking cash flow, paying bills, and planning for the future creates a unique form of financial anxiety.
• The Gender Gap in Thinking Ahead: Why women often handle the "pre-work" and "follow-up" of family decisions, even in equal partnerships.
• The Perfectionism Trap: How being a "recovering perfectionist" can prevent us from delegating effectively.
• Michelle’s "Love and Fit" Test: A simple framework to help you decide what to say "yes" to and what to let go.
• Practical Steps to Lighten the Load: Tips on automation, writing it down, and communicating with your partner to find relief.

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 lighten your mental load? * Visit Sorelle Wealth Partners: https://www.sorellewealthpartners.com

• Connect with Michelle Gauthier: https://www.michellegauthier.com to take the "Root of Your Overwhelm" quiz.

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

#MentalLoad #WomenAndMoney #FinancialWellness #SorelleWealthPartners #HerWealthUnscripted #LifeCoaching #OverwhelmRelief

Welcome to Episode 3 of Her Wealth: Unscripted, the podcast from Sorelle Wealth Partners, where women have honest, judgment-free conversations about money, life transitions, and financial decision-making.

In this episode, hosts Susan Jones and Sara Gelsheimer explore the powerful — and often overlooked — financial implications of motherhood. From early career decisions and childcare costs to midlife planning, confidence shifts, and long-term financial security, they break down how motherhood reshapes women’s financial lives far beyond the early years.

You’ll learn:

• How motherhood impacts career trajectories and long-term earning potential

• The real cost of childcare — and why stepping away from work can have lasting effects

• Why focusing only on short-term cash flow can create long-term financial risk

• How guilt-driven spending shows up in motherhood (and how to avoid it)

• Why many women manage day-to-day finances but stay out of long-term planning

• How motherhood can both strengthen resilience and erode financial confidence

• Practical steps to simplify your financial life, stay involved, and reclaim financial authority

• Why flexible planning is essential as women move through different stages of motherhood

Whether you’re a new mom, a working parent, navigating midlife transitions, or thinking ahead to retirement, this episode offers clarity, perspective, and actionable guidance to help you feel more confident and intentional about your financial future.

Her Wealth: Unscripted is here to support women through every phase of life — without jargon, shame, or overwhelm.

✨ Ready to build a financial plan that evolves with you?

Visit Sorelle Wealth Partners: https://www.sorellewealthpartners.com

Our team is here to guide you with clarity, partnership, and confidence — because money is more than numbers. It’s the life they make possible.

Welcome to Episode 2 of Her Wealth: Unscripted, the podcast from Sorelle Wealth Partners, where women have honest, judgment-free conversations about money, life transitions, and financial decision-making.

In this episode, hosts Susan Jones and Sara Gelsheimer dive into the complex world of inheriting money—a life event that is rarely just "sunshine and rainbows". While inheriting assets can provide new opportunities, it often comes during a season of deep grief, bringing unexpected emotional weight and heavy legal responsibilities.

You’ll learn:

• The Emotional Weight: Why guilt, family dynamics, and "unworthy" feelings often surface after an inheritance.
• Roles & Responsibilities: The difference between being a beneficiary and the daunting fiduciary duties of an executor or trustee.
• Tax Strategy 101: How a step-up in basis can eliminate gains on concentrated stock positions or real estate.
• The IRA Trap: Why the Secure Act’s 10-year rule has changed the game for non-spouse beneficiaries.
• The Danger of Co-mingling: Why moving inherited funds into a joint account can put your "separate property" at risk.
• What NOT to Do: Why making rash decisions—or doing nothing at all for years—are the two biggest mistakes heirs make.

Whether you are navigating the administration of a loved one's estate or looking to integrate a new inheritance into your long-term financial plan, this episode offers the perspective and professional guidance needed to move forward with confidence.

Chapters:

0:00 – The Emotional Implications of Inheriting Money

3:16 – Understanding Your Role: Beneficiary vs. Fiduciary

7:15 – Tax Tactics: Step-Up in Basis & Inherited IRAs

12:15 – Protection: The Risks of Co-mingling Assets

16:07 – Mistakes to Avoid: From Rash Decisions to Analysis Paralysis

24:44 – Finding the Right Support for Sudden Wealth

Her Wealth: Unscripted is here to support women through every phase of life—without jargon, shame, or overwhelm.

✨ Ready to build a financial plan that evolves with you? Visit Sorelle Wealth Partners: https://www.sorellewealthpartners.com