Steph Wagner: The Bold Wealth Reset- When Money Gets Personal

Content Warning: mention of childhood abuse, divorce

About This Episode

Steph Wagner, National Director of Women in Wealth at Northern Trust and author of Fly!: A Woman's Guide to Financial Freedom and Building a Life You Love, shares how telling the truth about your money story can become the first step toward confidence and financial freedom. She opens up about rebuilding her life after a blindsiding divorce and offers practical tools women can use right now, from identifying your money personality to using her 45-20-35 framework to align spending with your values. We explore how to turn fear into growth, build transparency with partners, and create simple systems that support long-term wealth. If you are ready to rewrite your money story with honesty, clarity, and agency, this episode offers the mindset and next steps to begin.

About Steph Wagner

Steph Wagner is a nationally recognized thought leader in women’s wealth and financial empowerment. Her passion for this work is deeply personal. Her own journey—from private equity executive to stay-at-home mom, to single mother facing financial uncertainty, to successful businesswoman—fuels her mission to help women take control of their wealth and build lives they love. Today, she serves as National Director of Women & Wealth at Northern Trust, where she leads the firm’s advisory practice for women and its Elevating Women platform—a national program focused on building financial confidence and helping women use their wealth to create meaningful impact in their families, businesses, and communities.

Prior to joining Northern Trust, Steph spent years advising high-net-worth women navigating major life transitions such as divorce and widowhood. She also built a national consulting practice for wealth management firms seeking to better serve female clients and founded WomenWealthyWise, a platform dedicated to advancing financial literacy and empowerment for women. Earlier in her career, she was Vice President at Gemini Investors, a Boston-based private equity firm. A frequent media contributor, Steph’s insights have been featured in The Wall Street Journal, The New York Times, Entrepreneur, Barron’s, Bloomberg, MarketWatch, Kiplinger, Yahoo Finance, and more. Steph lives just outside of Austin, Texas, and is the proud mom of three grown sons. When she’s not working or writing, you’ll likely find her cycling, hiking, on her yoga mat, or chasing after her beloved dogs.

Additional Resources

Instagram: @steph_l_wagner

LinkedIn: @StephLWagner

Chapters

• 2:57 Defining Bold And Embracing Discomfort
• 2:57 Defining Bold And Embracing Discomfort
• 2:57 Defining Bold And Embracing Discomfort
• 2:57 Defining Bold And Embracing Discomfort
• 2:57 Defining Bold And Embracing Discomfort
• 2:57 Defining Bold And Embracing Discomfort
• 2:57 Defining Bold And Embracing Discomfort
• 2:57 Defining Bold And Embracing Discomfort
• 2:57 Defining Bold And Embracing Discomfort