In this week’s episode of Women and Wealth, Regina is joined by Tevia Hoalst, owner and founder of TeKoda Accounting!

Tevia is a catalyst for small business owners and entrepreneurs. She is passionate about empowering founders and business owners through giving them confidence in their numbers to make data-driven business decisions.

In a nutshell: Tevia takes businesses to the next level with next level insights and firm guidance on the numbers.

She sits down with Regina to talk more about TeKoda, her journey to where she is now – both as a mom and an owner – as well as sneak peek into her vision for retirement, some advice for other professional women and much more!

Episode Highlights:

0:00 - Introduction

0:37 - Intro to Tevia

3:10 - What companies and industries Tevia likes to work with

6:49 - More on what Tevia does

9:10 - “What’s your favorite thing about what you do?”

11:43 - Where you can go to learn more about

12:13 - Some of the challenges Tevia has faced as a professional woman

14:40 - Tevia’s vision for retirement

18:34 - Action item and episode wrap-up

ABOUT REGINA MCCANN HESS

Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women’s financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.

Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.

As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.

CONNECT WITH REGINA

Website: https://www.forgewealth.com

LinkedIn: https://www.linkedin.com/in/reginamccannhess/

Facebook: https://www.facebook.com/ForgeWealth

Instagram: https://www.instagram.com/forgewealthmanagement/

YouTube: https://www.youtube.com/@ForgeWealth

Email: reginahess@forgewealth.com

CONNECT WITH TEVIA HOALST

Website: https://www.tekodaaccounting.com/

LinkedIn: https://www.linkedin.com/in/tevia-hoalst/

Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org

Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

For a list of states in which I am registered to do business, please visit www.forgewealth.com.

This material was prepared by MFS Investment Management. MFS Investment Management is not affiliated with Forge Wealth Management, Private Advisor Group, or LPL Financial.