Generous Girl
Tasia Jae Bade chats with Kim Moeller. Welcome to another episode of the Generous Girl podcast! Today, Kim sits down with Tasia J, founder of Graceful Investor, a company dedicated to empowering and educating women to take the next step on their financial and investment journeys. In this practical and inspiring conversation, Tasia J breaks down Investing 101, sharing her three foundational pillars: getting your financial house in order, managing investments with confidence, and exploring private investments. Kim and Tasia J discuss the importance of being informed and equipped—no matter your stage of life, whether you're just starting out, balancing family responsibilities, or stepping into retirement. They tackle common questions about choosing a financial advisor, address the realities of the great wealth transfer, and offer actionable tips for teaching financial literacy and generosity to the next generation. Join us as we demystify investing and encourage women everywhere to take bold, informed steps toward their financial futures! Guests Recommendations: Graceful Investor Faithful Investor Proverbs 31 National Christian Foundation Saks Fifth Avenue shopping app gracefulinvestor.com The Lord's Prayer Outline: (00:02) Introducing Tasia J. from Graceful Investor (04:26) Building investment confidence (07:22) Empowering women with financial knowledge (11:08) Choosing the right advisor (15:45) Preparing for financial transitions (20:56) Teaching kids about budgeting (22:18) Teaching kids about giving (25:53) Tax-efficient giving through National Christian Foundation (28:50) Using a donor advised fund (34:10) Charitable stock donations benefits (35:23) Managing stock gains for donations About the Guest: Tasia J is the founder of Graceful Investor, a platform she created as a "love letter" to herself and to women seeking guidance on their personal finances. Frustrated by the lack of clear, empowering resources, Tasia built Graceful Investor around three key pillars: getting your financial house in order, managing your investments, and cultivating financial awareness. Her mission is to ensure women feel confident handling their money—from logging into bank accounts and creating household budgets to managing retirement and personal portfolios—just like they would with a trusted financial advisor. Through Graceful Investor, Tasia inspires others to take control of their financial journey with knowledge and confidence. Meet the Host: Kim Moeller is a dynamic Charitable Advisor in Philanthropy CAP® based in sunny San Diego. With a passion for faith, generosity, and living a meaningful life, Kim brings her expertise in financial services, business development, and life coaching to every episode of the Generous Girl podcast. Kim has spent years inspiring others as a women's event speaker, teaching leader, and professional life coach. She employs a unique blend of transparency, depth, humor, and real-life stories to inspire personal growth and a sense of significance. She is passionate about celebrating generosity in all forms—whether in faith, family, fitness, finance, or friendship—and thrives on helping women take their next step toward a life of purpose. Known for her talent as a connector, Kim loves introducing women to the people, resources, and ideas they need to know, all while sharing her favorite bargain finds and hot tips. When she's not hosting the podcast, Kim enjoys life as a devoted wife, mom to four grown kids and their spouses, and "dog mom" to her sweet yellow lab, Rey. She finds joy in long beach walks, meaningful conversations, and cheering others on in their journeys of faith and generosity. Join Kim on Generous Girl as she celebrates stories of impact, inspires a spirit of giving, and reminds us all of the incredible power of generosity. YouTube: https://www.youtube.com/@kimmoeller100 Learn more, listen, and subscribe at www.generousgirl.com
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