Making Change with your Money: Recent Episodes
Laura Rotter
The Making Change with your Money Podcast
A show about people who experienced a big life transition that changed their definition of financial success.
Imagine being twenty-five years into a marriage and then finding yourself standing at the edge of a choice you never thought you'd have to make. Not because you stopped caring. But because your body had been telling you something for years that your mind refused to hear.
At some point you've probably asked: How do I trust myself when everything inside me is at war? And what happens to your identity when the life you knew is no longer the life you're living?
Heather Sloan didn't see her divorce coming. After twenty-five years of marriage, two children, and a deep faith life, she found herself in what she now calls liminal space — that terrifying in-between where the old life is ending and the new one hasn't yet revealed itself. Her body knew the truth before her mind would accept it. Physical symptoms, sleeplessness, a fight-or-flight state that wouldn't calm — her body was sending signals she had been trained, through a lifetime of faith and self-sacrifice, to override.
The night she finally moved out of the family home, a health issue that had plagued her for two years resolved itself overnight. Her body's message was clear: finally. You're listening.
What she discovered in that season of outer chaos and inner transformation became the foundation of her book, Tour de Force: Emerge from the Split with Grace and Grit — a navigational guide for women going through divorce. Drawing on spiritual practices, the research of Brené Brown, and her own training Heather shares practical tools: discernment skills for decision-making, a simple daily review practice for building self-awareness, and a reframe of boundaries that stopped her cold — the most compassionate people, research shows, have the strongest boundaries.
Her message to anyone in the middle of it right now: I'm sorry, because I know it's hard. And also — congratulations. There is a beautiful life waiting on the other side. You don't have to be able to imagine it yet. Just hold on to the hope that others are holding out for you. Keep looking for the lights you can see. Take the next step.
Guest
Heather Sloan is an author, coach, and spiritual director trained through SoulFormation's Academy of Spiritual Formation and School of Spiritual Direction. Educated at Westmont College and The Johns Hopkins University School of Nursing, she has worked as a public health nurse and Peace Corps Volunteer. She is the author of Tour de Force: Emerge from the Split with Grace and Grit, a practical guide for women navigating divorce.
Connect with Heather* Website: https://www.theheathersloan.com * Instagram: @theheathersloan * Facebook: https://www.facebook.com/profile.php?id=61573971909851
Resources* Tour de Force: Emerge from the Split with Grace and Grit by Heather Sloan * Free Divorce Prep Checklist. * Divorce Gift Kit (book, journal, candle, chocolates + personal note): * Previous episode with Heather Sloan
Imagine standing in a Taco Bell with your young son, counting the change in your pocket, and realizing you can afford two tacos for him — but nothing for yourself. You've always worked. You've always hustled. And somehow you've still ended up here.
At some point you've probably asked: How did I get here? I've worked my whole life — so why does it still feel like the ground can disappear at any moment? And what does it take to finally feel financially secure, not just financially surviving?
Heather Nelson grew up in a household where her dad worked in construction and never stopped — no vacations, no splurges, just hustle. That ethic became her inheritance. By fifteen she had her first job. She's never stopped working since. But hard work alone, she would learn, doesn't protect you from life's curveballs.
Her first marriage ended with a clean break: she walked away from the house, the furniture, the kitchen stuff — everything — to avoid conflict. She moved into her dad's four-bedroom home with her two young kids and rebuilt from scratch over two to three years. Then she met her current husband, who was coming out of his own divorce. They started over together.
Just as things stabilized, she quit a job that felt wrong — without another one lined up. Money dried up. That Taco Bell moment hit. It became her turning point. She launched The Connection Hive, her hospitality consulting business. Then co-founded a labor company with her husband. The businesses grew. And then — her husband was badly injured at work. Two years out of commission. She became the sole breadwinner for a family of six, carrying it all while building two companies from the ground up.
Her definition of success is simple and hard-won: security without scraping. Vacations with her kids. A car repair that doesn't spiral into a crisis. Living in a million-dollar rental she doesn't own — and feeling proud of the journey that got her there. "I don't own it," she says, "but I get to live in it. And that makes me proud."
Her closing message: you are in the driver's seat. If you want a different life, go get it. It won't appear on its own. But if you believe you can — and you put in the effort — the opportunities will open up in ways you can't yet imagine.
GuestHeather Nelson is the founder of The Connection Hive, a business consulting firm helping companies grow through strategy, sales outreach, and relationship-building. With over 25 years in hospitality and events, she is a leading voice in Sonoma County's business community. She also co-owns a labor company serving the events industry, hosts the podcast Life Conversations with a Twist, and curates women's empowerment retreats.
Connect with Heather* Website: https://www.theconnectionhive.co * Instagram: https://www.instagram.com/heathernelson.life * Facebook: https://www.facebook.com/heather.nelson.7587 * LinkedIn: https://www.linkedin.com/in/heathercelestenelson/
Resources* The Connection Hive (business consulting): https://www.theconnectionhive.co * Life Conversations with a Twist Podcast — search on your favorite podcast platform * Women's empowerment retreats — follow Heather on Instagram for upcoming events
Imagine you've done everything right. Good grades, good job, good friend, good daughter. You followed every rule, checked every box, never gave anyone a reason to worry. And then one day you wake up in the middle of a global pandemic and realize: I feel completely empty.
At some point you've probably heard yourself asking: Is this it? I worked so hard for this life — so why doesn't it feel like enough? And what do you do when the anxiety and perfectionism you've been running on finally runs out?
Allie Brooke grew up with a father who was an accountant — money was always handled, never discussed. No allowances, no financial education, just a clean household where the adults took care of everything. It was comfortable. And it left her completely unprepared for adulthood. The only lesson that stuck: make sure you have good credit.
By her mid-twenties she had the career, the commute, the New York City life. She was also burning out quietly, running on perfectionism and people-pleasing with no idea how empty she'd become. COVID stopped everything — and in that stillness, she finally heard the whisper she'd been drowning out: you are made for more.
She bought a microphone off Amazon and started talking. Not to an audience — just to herself, processing what she was learning in therapy, from self-development books, from her own life. The Growth Mindset Gal podcast was born from a woman who needed to heal out loud.
Then came a harder decision: leave New York City, take a pay cut, and move three and a half hours upstate to a slower life near her fiancé's family. Her therapist's verdict after the first session post-move: "You are a completely different person." Her commute went from ninety minutes to twelve. Her therapy sessions went from weekly to monthly. She never looked back.
Her two lessons for anyone in transition: everything is temporary — emotions, seasons, relationships, the hard stuff — so stop holding on so tightly. And be open to joy, even when fear of judgment tries to talk you out of it. Whether it's a hot yoga class or a cross-country move, little steps toward what lights you up are never wasted.
GuestAllie Brooke is a veteran educator, podcast host, and certified Emotional Intelligence and REBT Mindset Coach dedicated to empowering women to overcome anxiety and build resilient mindsets. Having navigated chronic anxiety and burnout firsthand, she transformed her experience into a mission: creating a supportive community where women can connect, heal, and thrive. She is the host of The Growth Mindset Gal podcast.
Connect with Allie* Website: https://thegrowthmindsetgal.com * Instagram: https://www.instagram.com/thegrowthmindsetgal/ * LinkedIn: https://www.linkedin.com/in/allie-brooke-a4798031b
Resources* The Growth Mindset Gal Podcast (Laura's guest episode) * The Growth Method — Free Community: join at thegrowthmindsetgal.com * The Growth Method — Premium Community: $20/month (use code GROWTHMINDSETGAL for 50% off your first month)
Imagine going from "we're poor, we can't afford groceries" to a million-dollar payout—and back again—all before you're fifteen. Now imagine carrying that financial whiplash into adulthood, through single motherhood, through a tripled income, through a broken engagement, and two layoffs on the same day.
At some point you've probably asked: Why does money still feel so chaotic even when I'm making good money?
Lia Bliss grew up watching money arrive in floods and disappear overnight. Her father's dot-com startup paid out millions—then her parents split, child support came in bursts, and her mother swung between "we can't afford groceries" and spending a thousand dollars at Walmart in one fell swoop. Money, for Lia, was never neutral. It was fear, then avoidance, then chaos again.
The wake-up came in stages. Becoming a single mother pushed her out of scarcity. Then a cold call from her stepmother landed her a job training 10,000 salespeople on LinkedIn during COVID—and her income tripled overnight, from $40K to $120K. She and her then-fiancé spent every dollar. When he stopped working and the relationship collapsed, and then both her jobs were cut on the same day, she was back at zero. But this time, she knew better.
"I decided to treat my finances like a relationship," she says. "If I'm trying to date somebody, I cannot ghost them for months." She started checking her bank account every single day—not from fear, but from love. That daily practice changed everything. She launched Bliss Magic, her LinkedIn strategy consultancy, built it into a six-figure business, and now helps executives and entrepreneurs do what she learned the hard way: show up consistently, build trust over time, and never confuse activity with strategy.
Her definition of success? Freedom. Not survival finances—freedom finances. The ability to make decisions from a place of empowerment, not constraint. And her closing message for anyone in transition: the most important thing you can do is just start. Accept the help. Admit what you don't know. The community of women who show up for each other is real.
GuestLia Bliss is the founder of Bliss Magic, where she helps ambitious leaders and growing companies master LinkedIn strategy and executive thought leadership. Her signature keynote, "LinkedIn Mastery: Adapting to the Digital Age," has helped countless executives build meaningful connections and expand their influence. Based in Salt Lake City, Utah, she is a sought-after speaker, sales trainer, and strategist for organizations ranging from nationwide financial firms to solo entrepreneurs just getting started.
Connect with Lia* Website: https://theblissmagic.com * LinkedIn: https://www.linkedin.com/in/liabliss/
Resources* Free 30-minute consultation with Lia: https://app.usemotion.com/meet/lia-bliss/meeting?d=30 (mention Making Change with Your Money podcast) * VIP Day — LinkedIn profile + 10 posts + sales infrastructure ($1,000 / 4 hours): theblissmagic.com * Done-for-you LinkedIn management ($2,500/month): theblissmagic.com
Imagine growing up as one of seven children, watching your mother stretch every dollar until it couldn't stretch any further—and still somehow never making you feel poor. She would hand down clothes to the next sibling and simply say, "If it's still good, you wear it." No apology. No shame. Just wisdom.
At some point you've probably asked yourself: What is my money actually for? Am I working to build wealth—or to build a life that matters? And what happened to the talents and passions I convinced myself I didn't have time to pursue?
Those are the questions Sairan Aqrawi helps women answer.
Born and raised in Iraq, Sairan learned from her mother that joy, generosity, and dignity aren't determined by income. She also grew up hearing one lesson that shaped her future: "Education is a weapon. No one can take it away from you."
When she moved to the United States nearly 30 years ago with an engineering degree, she quickly realized education was a foundation—not a guarantee. She built a successful engineering career, earned advanced degrees, and even started a doctoral program before one unexpected question changed everything.
After speaking to young female engineers, someone asked, "Are you a coach?"
She laughed. She thought coaching was only for athletes. But after discovering business coaching, she found her calling. She became certified and never looked back—while intentionally keeping her engineering career.
"I always tell my clients I'll never ask them to leave their day job," she says. "When your business creates enough income, you'll quit without telling me."
Today, through her Gem Thrive Academy, Sairan helps professional women in midlife uncover the talents they've been hiding and build purpose-driven businesses alongside their careers. Her philosophy is simple: stop dismissing the gifts other people consistently see in you.
For Sairan, success isn't measured by your bank account or job title. "Success is the relentless energy to progress," she says. Money should create freedom, opportunities, and a meaningful life—not become the goal itself.
Her advice is simple: don't wait. Don't let your dreams stay buried until retirement. The hidden talent inside you isn't gone.
It's just been waiting for you to use it.
GuestSairan Aqrawi is a certified business strategist and life coach (ACC-ICF) who helps professional women in midlife discover their hidden talents and build purpose-driven businesses alongside their existing careers. A practicing engineer with a master's degree and nearly three decades of experience in the United States, Sairan brings a uniquely precise, systems-oriented mindset to business coaching. She is the founder of the Gem Thrive Academy, a 28-day clarity and strategy program, and is a sought-after speaker, writer, and mentor to women navigating career pivots and entrepreneurship.
Resources* Website * LinkedIn * Instagram * Free 15-minute LinkedIn profile consultation — mention Making Change with Your Money podcast when booking * Free 15-minute Instagram business page consultation — mention the podcast when booking
Imagine you're a month away from giving birth to your second child. Your toddler is eighteen months old. Your husband is a military pilot about to deploy for six months, just three weeks after the baby arrives.
Somewhere in the middle of it all, you open a spreadsheet for the first time and ask yourself: What do I actually need my money to do for me?
At some point, you've probably asked: Why does money still feel heavy, even when the numbers look okay? Why do I feel anxious when I look at my finances, and just as anxious when I avoid them? How do I stop chasing someone else's definition of financial success?
Maybe you've done the mindset work, read the books, and tackled your money story, yet it still isn't translating to your bank account. Maybe you've chased revenue goals that left you burnt out. Maybe you've borrowed money to grow your business and carried shame because you learned debt was irresponsible.
Megan Hale grew up watching her grandmother meticulously manage money and model financial independence. She also inherited the belief that debt was shameful.
So when Megan opened her therapy practice and took on business debt, she felt like a financial failure. Over time, she realized business debt is different from consumer debt. Used intentionally, it can be a strategic tool.
The turning point came in 2018. With two babies under two, a deployed husband, and a business she refused to abandon, Megan created her Good, Better, Best planning framework.
That became the foundation of Dream Money, a planning platform that helps entrepreneurs organize personal pay, expenses, taxes, savings, team costs, reinvestment, and giving through the Good, Better, Best framework. It also includes a 2% Pledge, showing how small contributions from many business owners can create meaningful collective impact.
Today, Megan defines financial success as more than stability. It's having enough margin to enjoy life, give generously, and believe "more than enough" is possible.
Guest
Megan Hale is the CEO and Founder of DreamMoney™, a strategic business planning platform for solo entrepreneurs to know their numbers, map sustainable revenue plans, and build a healthier relationship with money. A former therapist, she combines psychology with business strategy.
Connect with Megan
Website: https://dreammoney.co
Instagram: https://www.instagram.com/dreammoneyco
Instagram (personal): https://www.instagram.com/meganhaleco
Facebook: https://www.facebook.com/dreammoney.co
LinkedIn: https://www.linkedin.com/in/meganhale1/
Podcast: https://meganhale.co/podcast
Resources
Free Minimum Viable Revenue Calculator: https://dreammoney.co/mvr
Try Dream Money free: https://beta.dreammoney.co
Dream Money platform: $297/quarter or $997/year
The 2% Pledge: https://dreammoney.co
Profit First by Mike Michalowicz
Imagine growing up watching your mother drive past a neighborhood mansion and say: "That family has money — and they're miserable." Now imagine that lesson becoming the foundation of everything you believe about wealth.
At some point you've probably asked: Is money the thing that makes life good? And if you've ever caught yourself saying "I can't afford that" — this conversation is for you.
Leslie Hocker grew up the oldest of five children with a petroleum engineer father and not much room for extras. Her parents' answer to every wish: "We chose to be rich in children." That one phrase shaped her entire relationship with money. Today, when a client says "I can't afford it," Leslie redirects them: try saying "I choose to spend my money on other things." It's a small shift — but it moves you from scarcity to agency.
She went on to become one of the youngest female executives in the petroleum industry, managing multi-million-dollar deals — until she realized she was working in the dark and coming home in the dark. So she opened Houston's first Pilates studio. While still employed full-time. (Her words: "It wasn't very well thought out.")
The entrepreneurship journey taught her the hard truth: there's no stopping at zero — you can go way past it. She learned to say no. To protect her time. To measure success not by money in the bank, but by the choices money gives you: staying an extra day, flying home Monday instead of fighting the Sunday rush, turning every conference into an adventure.
"You want to die with memories," she says. Not things. Not titles. Moments. And her closing message: be a little better today than you were yesterday. You are not too old. It is not too late. If someone else has done it — so can you.
Guest
Leslie Hocker has built brands, coached leaders, and helped entrepreneurs create legacy businesses across the globe. One of the youngest female execs in petroleum, she pivoted to launch Houston's first Pilates studio. A certified NLP trainer with Tony Robbins, she now mentors purpose-driven entrepreneurs with her husband, a Doctor of Pharmacology. 30+ countries. One mission: lead with heart, scale with integrity, build a business you're proud of.
Connect with Leslie
- Website: https://LeslieHocker.com
- Facebook: https://www.facebook.com/bizcoach.leslie
- LinkedIn: https://www.linkedin.com/in/leslie-hocker/
- Instagram: https://www.instagram.com/leslie_hocker/
Resources
- Free Daily Affirmations: https://LeslieHocker.com
- The Millionaire Next Door by Thomas J. Stanley and William D. Danko
- Die With Zero by Bill Perkins
What happens when the financial plan is solid, but the client still can't move? That's the question at the heart of this week's conversation with Ashley Quamme, a financial behavior specialist and former marriage and family therapist who now works inside advisory firms helping clients get unstuck.
Ashley didn't set out to work in financial services. She built a thriving private practice doing clinical work with couples and families, but kept running into the same wall: money kept showing up in her clients' relationships, and the therapeutic tools she'd been trained to use weren't quite reaching it. She Googled her way into the emerging field of financial therapy, went back for a graduate certificate, and gradually found herself fielding calls from financial advisors asking her to help them understand why their clients were making the decisions they were.
In this conversation, Ashley shares a story that captures the real work of financial behavior change. A high-achieving husband — senior executive, frequent traveler, financially successful by every external measure — was stuck in a life that didn't feel like his own. He was missing his kids. He felt the pull to slow down. But he couldn't make the leap. When Ashley and his advisor started exploring why, the answer wasn't in his balance sheet. It was in a family story he'd been carrying since childhood: that achievement was how you earned love, and that stepping back from success meant something was wrong with you. Getting him unstuck meant surfacing that story first.
Ashley describes her framework simply as think, feel, do. Understanding why we think, feel, and act the way we do around money before we try to change any of it. As she puts it, all behavior makes sense in context. The advisor's job, and the financial therapist's job, is to understand just enough of that context to help clients move.
She also reflects on her own money story. Growing up in Durham, receiving hand-me-downs from a cousin she admired, and the visceral resistance to secondhand clothing she carried into adulthood without quite knowing why. Recognizing that story, she says, was its own kind of freedom.
This is a conversation about what it really means to help someone change their relationship with money — and why the plan is only ever the beginning.
Guest bio: Ashley is the Owner of Beyond the Plan®, a consulting practice that partners with firms to integrate financial psychology into their practice. In addition to her work with advisory firms, she is a speaker and host of Planning & Beyond™, a podcast where she explores the intersection of financial planning and human understanding, bringing practical strategies and insights to advisors and financial professionals.
Resources: LinkedIn
Podcast
Website
Imagine growing up watching your mother choose between paying the electric bill or buying groceries. Imagine filing bankruptcy, losing your house, living in cars.
At some point, you've probably asked: How do I break free from the money patterns I inherited? How do I build wealth when I'm starting from nothing?
Maybe you've tried to outrun your financial past. You've worked hard, done everything "right." But financial trauma doesn't disappear because you get a paycheck. And for women especially, we're more likely to live in poverty in retirement, take career breaks that cost us earning potential, and prioritize everyone else's financial security before our own.
Emily was born months after her sister passed away, into a household drowning in medical debt, depression, and hopelessness. By eleven, her father had abandoned the family. Her mother, unable to separate emotions from financial decisions, gave up hope.
But Emily chose differently. She graduated high school three years early, started working, and at nineteen launched her first business as a virtual assistant to C-suite executives and family offices.
That gateway changed everything. She learned how capital moves by working with the people who controlled it. She helped create one of the first blockchain ETFs. Today, she runs Numinous Capital—a venture capital firm investing in biotech and deep tech companies building between the coasts.
Here's what Emily learned that her mother never could: sometimes debt feels more secure and comfortable than not having it. "Debt acts almost like a father that's not there," she told me. "It's on your back constantly. And it may feel secure and safe."
This is the paradox of financial trauma. The very thing destroying you can feel like the only stable relationship you have. It's familiar. It's known. And letting it go can feel more terrifying than keeping it.
Emily witnessed this in her mother, who stayed trapped in the cycle until she passed away. But Emily chose differently. She learned to recognize the pattern without repeating it.
Now, financial security means something entirely different: nervous system regulation. "It's this sense of calm and peace that we all owe ourselves," she says. Not about buying more things. Not about keeping up with anyone. Just knowing her money's growing, knowing she has a fallback plan, knowing she's creating opportunity for future generations.
Emily's closing message for anyone navigating financial hardship or transition: "You have it all already. Everything that you need you already have. Don't be afraid to take risks. Don't be afraid to take chances on yourselves."
And here's the mindset shift she practices: when you hit a snag and start losing hope, try something different. Just once, say "Maybe this is a good thing. Let me make this into a good thing."
That's how you bend reality. Not by denying your circumstances, but by reframing how you deal with them. Not by pretending your past doesn't matter, but by refusing to let it determine your future.
Guest: Emily is the founder of Numinous Capital, a venture capital firm investing in biotech, deep tech, and capital-intensive companies building between the coasts. She started her first business at nineteen and has spent her career learning how capital moves through markets—from family offices to hedge funds to venture capital.
Resources:
- Numinous Capital
Imagine you're sitting on the couch one evening, looking at your spouse, and suddenly the words just come out: "I'm exhausted. All we do is chase our responsibilities."
At some point or another, you've probably heard yourself asking: When did life become this never-ending list of tasks? When did I start scheduling heartworm medicine for the dog on my calendar but not anything that actually brings me joy? When did I forget that life is supposed to feel good sometimes?
Maybe you've tried to fix this. You've told yourself you'll relax after the next project wraps up. You've promised yourself a vacation once the kids are older, once you get that promotion, once you have more money saved. But here's what actually happens: the promotion comes, the project ends, and somehow you're just as busy, just as burned out, just as far from joy as you ever were.
Because waiting for joy to find you doesn't work. The "afters" never come. And in the meantime, you're spending 90,000 hours of your life—40 years—in the workforce, showing up busy, stressed, and depleted.
This was exactly where Lisa found herself. She grew up with a father who taught her that hard work was the badge of honor in their family. She learned early that if you don't have enough money, you work more. And she took that lesson into her corporate career as a healthcare executive, outworking everyone around her, believing that exhaustion was the price of success.
Until the night she looked at her husband and said, "I want to put something else on our calendar. Something fun. I want to chase joy like it's my job."
He looked at her confused and said, "Okay, what do you want to do?"
And she realized: she had no idea.
So she went to Home Depot, bought a giant whiteboard, brought it home, and asked her husband to hang it in their bedroom. He said, "Lisa, people don't put whiteboards in bedrooms." And she said, "We do."
That whiteboard became the place where she and her family started building a joy list—things they used to do, wanted to do, could do. And she learned that if you wait for joy to come after everything else is done, you'll be waiting forever.
If you've ever found yourself showing up to work, to your family, to your life as "busy"—if you've ever felt like you're going through the motions just to keep the wheels turning—this conversation is for you.
This is a conversation about giving yourself permission to schedule joy with the same seriousness you schedule everything else. Because here's the truth Lisa discovered: joy doesn't happen to you. You happen to it.
Guest: Lisa is a former healthcare executive turned author and speaker who teaches corporate leaders how to create impact while actually enjoying their lives. Her book "Joy Is My Job" introduces practical frameworks for building joy into busy lives.
Resources:
- Joy Is My Job
- Website
Growing up in India, Chaitra Vedullapalli watched her mother and grandmother ask men for money. Not because there wasn't enough, but because that's just how it worked. She hated it. At eight years old, she became an entrepreneur selling handkerchiefs at her mother's social gatherings. The moment cash landed in her hand and she could buy what she wanted without permission? Magical. That moment sparked a lifelong commitment to agency over money.
Chaitra spent 26 years in tech at Oracle and Microsoft, working on billion-dollar strategies. She was one of the youngest executives to reach the Oval Office, discussing multi-billion dollar contracts. But what came next defines her: founding Women in Cloud to help women entrepreneurs scale, leading capital campaigns to build community centers, investing in Hollywood films, and now building a $100 million fund.
The breakthrough? Her family's "invest formula"—a framework she and her husband developed on day one of marriage to evaluate every financial decision. Six questions: Does it generate income? Expand network? Appreciate over time? What's the exit? How protected? Tax advantages? They score every investment against these criteria, creating a common language that eliminates money fights.
But the real revelation came from Tim Ferriss's "The 4-Hour Work Week" and million-dollar mindset planning. Chaitra wrote down everything that would make her feel like a millionaire: business class travel, monthly nice dinners with her kids, experiential trips with friends, investing $50,000 quarterly in causes that matter. Then she calculated the cost. Her jaw dropped—less than $200,000. She realized if they had that base covered, everything else could flow toward impact. No stress. No zeros-chasing. Just memories and democratizing access.
Chaitra's grandmother taught her: "If you want to change the world, give the first check to that community." It's not about permission. It's about agency. Whether you're navigating financial conversations with a partner, building a business, or using money for impact, Chaitra shows that money is energy meant to flow—toward fun, your future, and the change you want to see.
Guest: Chaitra Vedullapalli, founder of Women in Cloud and technology executive with 26 years at Oracle and Microsoft
Resources:
- Women in Cloud
- Website: Chaitra Vedullapalli
What happens when you write a novel, put it in a drawer, and your adult daughter stages an intervention? In this episode, Laura welcomes Susan Kleinman, author of All Afternoon, who shares her journey from magazine writer to fiction author, and how her daughter's tough love pushed her to finally publish her book.
Susan grew up learning that money means values in action. While there were limits on clothing—no more than $15 per skirt—her mother took her to a book warehouse where Susan could fill a cart with 50-100 books. This clear message about what mattered shaped everything.
After a published cover story in college and a 10-city book tour at 25, Susan's career didn't follow the typical upward trajectory. It looked like the letter U—starting high, dropping to steady magazine work, then rising decades later. When magazines folded during the 2008 crisis, she pivoted to fiction, winning a Sarah Lawrence fellowship and drafting "All Afternoon" in 2010.
The book went through agents, rejections, COVID delays, and her father's death. At 59, Susan quit writing entirely. She made collage cards, slept late, thought she was happily retired. Then her daughter flew home: "You need to get a job. You seem aimless." Her daughter read the manuscript and insisted: "You have to get this book published." Now 61, Susan is self-publishing, learning marketing, connecting with bookstagrammers, and receiving reviews from strangers that make her cry.
Key Takeaways:
💡 Money is how you put your values into action. Susan's parents taught her this explicitly—there were strict limits on clothing, but unlimited books. This wasn't about their financial situation; it was about what mattered. Charitable giving was non-negotiable, but so was thinking deliberately about expenditures that create a life that fits who you are, not just what you want in the moment.
💡 Career paths aren't always linear. Susan's career graphed as a U, not an upward trend—high success at 25, decades of steady but quiet magazine work, then a dramatic rise again at 61. She lost work during the 2008 housing crisis when decorating magazines folded, pivoted to fiction, then quit entirely before returning. The traditional career trajectory doesn't apply to everyone.
💡 Sometimes your family sees what you can't. When Susan thought she was happily retired making cards and drinking coffee slowly, her daughter flew home and said, "This is an intervention. You need to get a job. You seem aimless." Her daughter's emotional intelligence caught what Susan couldn't see—she needed purpose and goals, not just leisure. Sometimes those who love us most can see our truth.
💡 Time is not renewable—spend it deliberately. Susan's grandfather, a European immigrant, told her at 86: "Sometimes life is very long, but even so it ends." This shaped her approach to saying yes to opportunities even when tired or crabby.
Guest: Susan Kleinman is a writer and author of All Afternoon, a novel set in 1978 about a woman confronting what she wants from life.
Resources:
- All Afternoon
- Website
What happens when you follow all the rules—save diligently, work hard, climb the corporate ladder—but lose yourself in the process? In this episode, Laura welcomes Gretchen Schoser, founder of Schoser Solutions and co-host of the podcast "Shit That Goes On In Our Heads," who shares her journey from attempted suicide on Christmas Day 2022 to launching her own consulting business focused on mental health and change management.
Gretchen's father taught her to save relentlessly. She worked at McDonald's through high school and college, put money into her 401(k) for 40 years, and did everything right financially. But beneath the surface, she was drowning. On Christmas 2022, after taking on everyone else's pain, she called 988, the suicide and crisis lifeline. A two-hour conversation saved her life.
After accepting early retirement and launching a mental health podcast, Gretchen faced another transition: starting her consulting firm. On January 2nd, she opened her LLC, funding it with $30,000 from the 401(k) she'd built over four decades.
Key Takeaways:
💡 Financial security doesn't guarantee mental health. Gretchen saved diligently for 40 years, but on Christmas 2022, she nearly didn't live to use that money. She weathered toxic jobs because she couldn't afford to leave, showing up with a smile while dying inside. Financial wellness and mental wellness must go hand-in-hand—no amount of savings is worth sacrificing your mental health.
💡 The 988 crisis line saves lives. When Gretchen was in crisis, she called 988, the suicide and crisis lifeline. You don't need to be suicidal—anyone in crisis can call. A trained professional talked with her for over two hours, saved her life, and helped her find resources. If you're struggling, 988 is available 24/7 in the US and Canada.
💡 Starting a business after 60 requires strategic planning. Gretchen used ChatGPT to calculate startup capital needs, factoring in personal expenses, projected customers, and 1099 contractor realities. She withdrew $30,000 from her 401(k)—after 59.5, you avoid early withdrawal penalties. She hired a CPA, opened business and savings accounts, and sets aside 20% of every payment for taxes.
💡 Being your own boss means being your own caretaker. Working from home makes it easy to overextend. Gretchen schedules reminders to step away, greet her spouse, and eat. She keeps overhead low, watches those $10/month subscriptions that add up, and prices below big consulting firms while protecting her time and energy.
💡 Success shifts from chasing money to making a difference. Gretchen chased money and dreams for decades. At 60, she realized she had enough: a roof, food, her spouse, security. Now success means doing what makes her happy, helping companies protect employee mental health during transitions, and being the happiest her wife has seen her in 20 years.
Guest: Gretchen Schoser is founder of Schoser Solutions, a consulting firm specializing in change management and employee mental health, and co-host of "Shit That Goes On In Our Heads" podcast. With 45 years in corporate America and expertise in UKG Recruiting and Onboarding, she's now a mental health advocate helping companies navigate transitions while protecting employee wellbeing.
Resources:
- Company Websire: schosersolutions.com
- Podcast: "Shit That Goes On In Our Heads" at shitthatgoesoninourheads.net
- 988 Suicide & Crisis Lifeline (available 24/7 in US and Canada)
What does it take to fight for what matters most and build a thriving business on your own terms? In this moving episode, Laura welcomes Alexandra Gonzalez, founder and CEO of Savvy Marketers, who shares her journey from corporate marketing executive to entrepreneur, driven by a life changing pregnancy and unwavering commitment to her values.
Alexandra's story begins with her Cuban immigrant parents who arrived in America with only the clothes on their backs, instilling in her the power of hard work, resilience, and education. After building a successful corporate career managing multi-billion dollar businesses at Johnson & Johnson, she faced the fight of her life during a high-risk twin pregnancy. Doctors recommended aborting 24 times, but Alexandra refused, fighting for her daughters through challenges.
This experience transformed her definition of success. Shortly after giving birth, she launched Savvy Marketers from her home, landing a nearly $400,000 contract with her first presentation. Over 13 years, she's built a full-service boutique agency with 8,000 square feet of space and 10 innovation labs, navigating pandemic highs and challenging quarters while never losing sight of her values.
Key Takeaways:
💡 Faith and purpose provide direction through uncertainty. Alexandra's deep spiritual foundation helped her navigate impossible medical decisions, turbulent markets, and entrepreneurship challenges. She believes we're all interconnected citizens of the same planet, and our actions impact others beyond our immediate circles, giving us responsibility to work for the greater good.
💡 Build your business in phases with financial guardrails. Alexandra self-funded Savvy Marketers, starting from home and gradually expanding from freelancers to employees, small offices to 8,000 square feet. She emphasizes planning one, three, five years out and understanding that corporate clients often pay in 90-120 day cycles, requiring careful cashflow management.
💡 Quality of time matters more than quantity. As women we are our own worst judges, we put immense pressure on ourselves to balance everything perfectly. Alexandra teaches her three daughters that success isn't about hours spent but about being fully present. Self-care must be a priority based on intention and quality, not duration.
💡 Resilience means adjusting, not abandoning. When 2024's first quarter hit hard, Alexandra sold personal items to make payroll rather than fire her team. When troubles hit at home, you don't fire your kids; you adjust and prioritize. This commitment to values over short-term gain defines authentic leadership.
💡 True success is loving what you do and being able to keep doing it. Success isn't measured by awards or monthly revenue but by waking up every day to do work you love, staying healthy, being surrounded by good people, and using your talents for something greater. Financial success means covering costs, saving, and having freedom to live meaningfully.
Guest: Alexandra Gonzalez is founder and CEO of Savvy Marketers, a full-service boutique marketing agency in Princeton, NJ. With nearly 30 years in marketing, she's managed multi-billion dollar businesses across banking, food, consumer packaged goods, e-commerce, and private equity before launching her own firm over 13 years ago.
Resources:
- Savvy Marketers: Savvy Marketers | Award Winning Marketing Agency
- Connect on LinkedIn: Alexandra Michelle Gonzalez
In this episode, Laura welcomes Amy Mullen, President of Money Quotient, for a powerful conversation about why financial literacy alone rarely leads to lasting behavior change.
Amy shares the origin story behind Money Quotient, beginning with her mother Carol Anderson. After going through a divorce that left her uncertain about her financial future, Carol transitioned from preschool teacher to financial literacy advocate. That experience ultimately sparked the creation of Money Quotient and deeply shaped Amy’s perspective on the connection between money and life design.
Growing up with parents who had completely opposite money personalities, a saver mother and a spender father, Amy learned early how deeply our financial behaviors are shaped by our experiences. Those contrasting influences helped her recognize the importance of self-awareness when making financial decisions, rather than simply repeating inherited patterns.
Amy also shares fascinating research on financial behavior. Many people seek financial education when they feel anxious or fearful about money. But once they learn something new, that anxiety decreases even if no real action has been taken. Without that emotional urgency, motivation often disappears. Sustainable behavior change, she explains, comes not from fear but from positive emotions like excitement about goals and clarity around what truly matters.
The conversation offers practical tools for women navigating financial decisions and life transitions. One powerful exercise Amy shares is the Wheel of Life, which helps break down overwhelming questions about life satisfaction into manageable areas. By identifying what brings genuine joy, purpose, and fulfillment, people can begin using those values as a guide for financial decisions instead of comparing themselves to others.
Key Takeaways💡 Positive emotions drive sustainable change. Fear may push people to seek information, but lasting transformation happens when people feel excited about a vision for their future.
💡 Childhood money stories shape adult behavior. Amy grew up with a saver mom and a spender dad, which created conflicting spending habits. Understanding those patterns helped her make more intentional financial choices aligned with her own values.
💡 True fulfillment comes from alignment. When you align your time, energy, and money with what brings intrinsic reward, you create a deeper sense of life satisfaction.
GuestAmy Mullen, CFP® is President of Money Quotient, Inc., an organization founded in 2001 that teaches financial professionals how to bring science to the art of relationship. In this role, Amy conducts training, provides individualized consulting, and frequently presents at national financial industry conferences on the benefits and effectiveness of a values-based approach to financial planning, understanding clients' financial motivations and how to guide them through change to create long-lasting client-planner relationships.
Resources* Investing Your Time and Energy * Wheel of Life Exercise * Directory of Money Quotient Advisors * Facebook * LinkedIn * Website
What happens when someone who grew up witnessing financial conflict decides to transform their relationship with money? Laura sits down with Carrie Friedberg, author of the book "At Peace With Money: A Holistic Roadmap to Financial Wellness," to explore how she moved from credit card debt and constant anxiety to becoming a money coach who helps others find their own financial peace.
Carrie grew up in a household where money was a source of tension and secrecy. Despite enjoying financial security on the surface, the misalignment between her parents around spending created an atmosphere of stress that Carrie carried into her young adult life. Living on a teacher's salary while maintaining an active social life, she found herself trapped in a cycle of credit card debt, emotional spending and profound anxiety about money.
The turning point came through an unexpected source: her yoga practice. The physical, emotional, and spiritual transformation Carrie experienced on the mat gave her the courage to seek help with her finances. After trying various approaches on her own, she discovered the power of working with a money coach who provided both practical tools and emotional support. This two-year journey didn't just change her bank account; it transformed her self-esteem, her relationships, and ultimately her career path.
Now a money coach herself, Carrie shares the essential steps for building financial wellness, from tracking your spending for at least 90 days to creating a realistic spending plan that honors both your current lifestyle and your future goals. She emphasizes that financial health isn't about deprivation or quick fixes but rather a sustainable practice that requires consistent attention and self-compassion.
💡 Money patterns often begin in childhood.
Growing up with parents who held opposing views on spending left Carrie anxious around money. She observed secrecy, conflict, and tension during everyday financial moments, which her body absorbed long before she could articulate it. Understanding these early imprints is a critical step in reshaping adult money habits.
💡 Financial wellness is a long-term practice.
Just as physical or emotional health doesn’t change overnight, neither does financial health. Carrie’s transformation unfolded over years. The reward was improved self-esteem, healthier relationships, and peace of mind.
💡 Tracking spending creates awareness and change.
The most powerful tool in Carrie’s journey was tracking every dollar she spent for at least 90 days. This practice helped her see her real habits instead of assumptions. Whether done by hand, through apps, or with a bookkeeper, the key is awareness rather than avoidance.
💡 A spending plan doesn’t require sacrificing joy.
Carrie learned that financial health doesn’t mean cutting out everything you love. By identifying non-negotiable self-care and intentionally spacing out other expenses, she shifted away from feast or famine spending.
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What happens when you combine childhood memories of your mother opening your home to refugees, a crisis playing out on television screens worldwide, and the belief that ordinary people can make extraordinary change? You get Hearts and Homes for Refugees—a movement that has helped resettle and support over 1,000 refugees in the Lower Hudson Valley and inspired a national shift in how America welcomes those fleeing persecution.
In this conversation, Laura sits down with Kathie O'Callaghan, founder of Hearts & Homes for Refugees. Kathie shares her journey from breaking barriers as the eldest daughter in a large Catholic family in Louisville, to working on Capitol Hill and in New York corporate PR, to stepping back to raise four teenagers, to founding an organization that would change the refugee resettlement landscape in America.
When the Syrian refugee crisis erupted in 2015, Kathie remembered the Vietnamese family her mother helped resettle in the 1970s through their parish. She knew there was a model that worked—faith communities and neighbors providing extended support beyond what government-funded resettlement agencies could offer. So she gathered people around her kitchen table in Pelham Manor and said: We can do this. And they did. Now, the community sponsorship model Hearts & Homes pioneered has spread nationwide, with millions of Americans stepping up to welcome Afghan and Ukrainian refugees.
This episode is essential for anyone who's ever thought "someone should do something" about an issue they care deeply about, for women wondering if they can make a difference after stepping back from careers, and for anyone seeking inspiration about what's possible when you trust your gut, mobilize your community, and refuse to accept that the way things are is the way things have to be.
Key takeaways:
💡 Your childhood experiences can become your life's mission—decades later: Kathie's mother opened their Louisville home as a "revolving door" to Vietnamese refugees, homeless people, and anyone needing help in the 1970s. Forty years later, watching the Syrian crisis, those childhood memories became the blueprint for Hearts & Homes for Refugees.
💡 The best solutions often come from models that already worked: Kathie didn't invent refugee sponsorship—she remembered it from her childhood and adapted it for 2016. Sometimes innovation isn't creating something new; it's recognizing what worked before and bringing it back when it's needed again.
💡 You don't need permission or a roadmap to start something important: In 2016, resettlement agencies said community sponsorship wouldn't work. Kathie said "watch us" and gathered people around her kitchen table. That model reshaped refugee resettlement nationwide. Sometimes you just have to build it and trust they'll come.
💡Success isn't about money—it's about impact, one family at a time: Kathie defines success as seeing her vision come to life, bringing diverse communities together, and knowing that every single volunteer—whether leading a cohort or driving once a month—feels they're doing the most important work they've ever done.
Connect with Kathie: Facebook LinkedIn Instagram X Website Advocacy Toolkit
What if the most important leadership role you'll ever have isn't managing a team, but leading yourself? In this conversation, Laura Rotter sits down with Miki Feldman Simon—executive coach and author—who shares her journey to discovering her true calling: helping people live with intention, authenticity, and purpose.
Miki's path wasn't linear. From fashion design to psychology to HR to operations to marketing, she explored diverse fields while developing a consistent through-line: curiosity about people and the ability to create psychological safety that gets others to open up. After moving from Israel to Australia to the United States, taking forced career breaks due to visa restrictions, and taking care of aging parents, Miki found herself asking the fundamental question that drives her work today: Who do you want to be?
Her answer became the CORE framework—a four-step process detailed in her book Core Leadership. CORE stands for Clarify, Operationalize, Reflect and Evaluate. This isn't just a leadership model for executives—it's a framework for anyone who wants to stop being managed by other people's priorities and start showing up as the person they truly want to be.
This episode is essential listening for anyone feeling pulled along by life rather than intentionally choosing it, for parents trying to model values for their children, for professionals wondering if their credit card statement reflects what they say matters most, and for anyone ready to ask: In this moment, who do I want to be?
Key Takeaways💡 Leadership starts with leading yourself—it happens everywhere: You don't need a management title to be a leader. Leadership shows up in your kitchen, with your family, in how you respond to stress. If you're not intentional about leading yourself, you'll be managed by other people's priorities and habits, pulled along without direction.
💡 Ask others about your strengths—you can't see them clearly yourself: Miki asked her teenage daughter "What are my strengths?" and received a life-changing answer: "You have simple solutions to complex situations." We dismiss compliments or assume everyone has our gifts. Ask at least three people who know you well what your strengths are—the answers will surprise and empower you.
💡 Clarify who you want to BE, not just what you want to DO: We spend enormous energy on what we want to accomplish but rarely ask who we want to be. When your values, priorities, and vision of yourself are clear, decisions become easier—even painful ones—because you have a compass guiding you.
💡 Your credit card statement reveals your true priorities: Say family is your priority? Check your calendar and bank statement. We rationalize that we'll "someday" focus on what matters, but operationalizing your values means your actions actually align with what you say is important.
Resources: Core Leadership
The 6 Types of Working Genius
What does it take to walk away from 15 years at a prestigious company like IBM when you're ambitious, driven, and have two young children at home? In this deeply practical conversation, Laura Rotter sits down with Lisa Cassidy—former IBM consultant and organizational change specialist—who shares her journey of taking what she calls a "power pause" to recenter herself and her family after feeling stretched too thin.
Lisa grew up in a log cabin in rural Maryland, where her parents made intentional choices about money—no mortgage, modest vacations, but heavy investment in education. Those early lessons about values over lifestyle gave her the foundation to make bold decisions decades later. After spending her twenties exploring three different industries in three different cities, earning her MBA, and building a successful 15-year consulting career, Lisa heard a quiet voice saying "you're doing too much." With the support of her husband David, she made the intentional decision to resign—but not before taking a leave of absence to ensure she was making the choice from a place of calm, not chaos.
This episode is essential listening for any woman who feels like she's barely keeping her head above water, any parent trying to balance career and family, or anyone wondering if it's possible to pause without losing momentum. Lisa shares the financial preparation that made her pause possible, the questions she and her husband answered together to align on money values, and why success is really about the ability to choose how you spend your time.
💡 Education as generational wealth can enable life choices: Lisa's parents lived in a small home without a mortgage and skipped fancy vacations to invest heavily in their daughters' education—including boarding school and college. This pattern, passed down from her grandfather paying for her father's law school, gave Lisa the foundation to later afford her own power pause.
💡 Know yourself before you know your next role: Through exploring three different industries in three different cities in her twenties, Lisa learned that relationships and variety were more important to her than any specific field. Knowing what motivates you—not just what sounds impressive—is critical to long-term career satisfaction.
💡 One in three working women will pause in the next two years: According to The Power Pause by Neha Ruch, one in three women currently working will pause their careers in the next two years, and 90% will return. You're not alone if you're considering this.
💡 Make the decision from calm, not chaos: Lisa took a leave of absence before resigning to ensure she was making the choice from a centered place, not from burnout. She worked with a coach, journaled extensively, and had deep conversations with her husband about money values before taking the leap.
💡 Success is the ability to choose how you spend your time: By buying a small house in Maine where cost of living is lower, sending kids to public school, and being intentional about expenses, Lisa and her husband created the financial flexibility to have choices. Money enables choice, but choice is the real measure of success.
Connect with Lisa:
Resources:
The Power Pause
Suzy Welch Podcast
What happens when a seasoned finance professional with an MBA and 26 years in construction loses nearly $2 million to a Ponzi scheme? In this candid and empowering conversation, Laura Rotter sits down with Lauri Kibby—Managing Partner at Seleen Brighthouse real estate investment fund—who turned one of her most devastating financial mistakes into a mission to educate and empower women investors.
Lauri's journey from growing up with money as a "weapon" (despite living an upper-middle-class life) to becoming a successful entrepreneur and developer reveals powerful lessons about financial resilience, self-trust, and the importance of knowing your complete financial picture. After discovering she'd been caught in a Ponzi scheme in 2023—lured by greed and the failure to trust her own gut instincts—Lauri didn't hide in shame. Instead, she founded Seleen Brighthouse to provide women access to real estate investment opportunities typically reserved for the ultra-wealthy, along with the education and community they need to become sophisticated investors.
This episode is essential listening for any woman who wants to take full ownership of her financial life, whether you're preparing for the great wealth transfer, managing an inheritance, or simply ready to stop outsourcing your financial decisions. Lauri shares why women need to look beyond the two-year horizon, how to build fundamental self-trust that creates wealth, and why knowing your net worth is one of the most empowering things you can do for yourself.
Key Takeaways💡 Even finance professionals fall for scams—and that's the point: Lauri, with her MBA and decades of investment experience, lost $2 million to a Ponzi scheme because greed overrode her gut instincts. If it can happen to her, it can happen to anyone. The antidote is education, community, due diligence, and trusting the "pit in your stomach" when something feels off.
💡 Most women don't know their true net worth—and that's disempowering: Women often can't name all their assets, forget about old 401(k)s, and don't have a consolidated view of their financial picture. Knowing your complete balance sheet—assets and liabilities—is incredibly empowering and usually reveals you're worth more than you think.
💡 True financial success comes from daily impact, not account balances: After comparing herself to ultra-wealthy family members for years, Lauri redefined success as the impact she makes in relationships every day. Better relationships lead to better decisions, which lead to better financial outcomes—not the other way around. And fundamentally, most people have always been okay, which should give us power to do big things without fear.
Connect with Lauri:
Website
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only.
Are you struggling with scarcity and feeling unfulfilled, even when you've achieved external success? Join us for an inspiring conversation with Scarlett Stanhope, "The Biz Hippie," as she shares her insights on transforming your relationship with money and creating a life of empowered abundance. Listen as Scarlett reveals her personal journey from a childhood of financial limitations to building a successful coaching business rooted in authenticity and purpose.
Scarlett opens up about the challenges of being raised by a single mom, the early messages she received about money, and the societal pressures that led her to prioritize achievement over fulfillment. She shares how she broke free from the "hamster wheel" of constant striving and embraced a more holistic approach to success. This episode is a must-listen if you are seeking to overcome a scarcity mindset, own your worth, and create a life aligned with your values.
Discover how Scarlett's unique blend of tangible money management strategies and powerful coaching techniques helps her clients rewrite their money stories, clear energetic blocks, and step into their most abundant selves. She shares practical advice for building a financial blueprint, aligning your spending with your vision, and cultivating a mindset of empowered abundance. This episode contains valuable insights and actionable steps for women ready to master their money and create lives they truly love.
Key Takeaways:
💡 Rewriting Your Money Story: Learn how to identify and transform the limiting beliefs that are holding you back from financial abundance.
💡 Integrating the Tangible and Intangible: Discover how combining practical money management with mindset work can create lasting change.
💡 The Power of Coaching: Learn how coaching can support you in achieving your financial goals and living your best life.
Ready to master your money and own your worth? Connect with Scarlett Stanhope for a FREE 30-minute Abundance Activation Session to explore your relationship with money and discover the simplest path to achieving your financial goals. Visit thebizhippie.com/activate to schedule your session today. Connect with Scarlett on Instagram @thebizhippie.
Book mentioned: Existential Kink, by Carolyn Elliott, PhD
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Get your free copy of Unlock Your Money Blocks Workbook: Your step-by-step guide to unlocking your blocks to financial freedom.
Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Are you a woman in midlife feeling stuck on a plateau, yearning for true abundance and happiness? Join us for a powerful conversation with international bestselling author and Chief Energy Leadership Officer, Tammy Cho, as she shares her expert story and insights on breaking through limitations and achieving peak performance. Listen in as Tammy reveals her personal journey from childhood poverty and people-pleasing to finding her true purpose.
Tammy opens up about the challenges of growing up with a single dad and the impact of early money stories on her self-worth. She candidly discusses her 20-year career as a nurse, the burnout that led to a health crisis, and the profound awakening that transformed her life. This episode is a must-listen for women seeking to overcome self-sabotage, embrace their authentic selves, and create lives of abundance and joy.
Discover how Tammy's unique approach to energy leadership, combined with face and body analysis, helps clients connect with their inner wisdom and unlock their full potential. She shares practical strategies for cultivating self-love, trusting your intuition, and stepping into your power. This episode is packed with valuable advice and inspiring anecdotes for women ready to break free from limiting beliefs and create lives they truly love.
Key Takeaways:
💡 Overcoming Limiting Beliefs: Learn how to identify and release the negative beliefs that are holding you back from achieving your full potential.
💡 The Power of Self-Love: Discover how cultivating self-love and acceptance can transform your relationship with yourself and others.
💡 Energy Leadership: Explore Tammy's unique approach to energy leadership and how it can help you achieve peak performance.
💡 Face and Body Analysis: Learn how face and body analysis can provide insights into your emotional history and unlock your authentic self.
Connect with Tammy:
Website
Free resource: Face Analysis Series
Stay connected:
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Get your free copy of Unlock Your Money Blocks Workbook: Your step-by-step guide to unlocking your blocks to financial freedom.
Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Are you a woman in midlife seeking a career that blends financial independence with personal fulfillment? In this inspiring episode, join luxury real estate broker associate Jessica Asbel as she shares her journey from humble beginnings to building a thriving business in competitive Southwest Florida. Listen in as Jessica details her transition from healthcare administration and insurance sales to luxury real estate, offering practical advice and motivation for anyone considering a career change.
Jessica opens up about her family's immigrant experience, the unwavering work ethic instilled by her parents, and the importance of faith and community in shaping her drive. She shares how these early experiences fueled her entrepreneurial spirit and led her to a career where she controls her own destiny. This episode is a must-listen for women seeking inspiration and tactical strategies for navigating career transitions and achieving financial success. Discover how Jessica connects with high-net-worth clients, builds lasting relationships, and manages the daily grind of entrepreneurship. She also reveals her vision for the future, including plans to open her own brokerage.
Key Takeaways:
💡 The Power of a Strong Work Ethic: Learn how Jessica's upbringing instilled the resilience and drive needed for entrepreneurial success.
💡 Embracing Career Transitions: Follow Jessica's path through multiple careers to discover how change can lead to greater fulfillment.
💡 Building a Thriving Business from Scratch: Gain practical insights into client connection, marketing, and business growth strategies.
💡 The Importance of Relationships: Discover why genuine connections are crucial for long-term success in real estate and beyond.
Resources Mentioned:
Website: Asbelteam.com Download FREE eBooks, "Selling in Southwest Florida" and "Buying in Southwest Florida."
Connect with Jessica:
Instagram: _Jessluxuryrealestate_
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Connect with Laura on LinkedIn
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Get your free copy of Unlock Your Money Blocks Workbook: Your step-by-step guide to unlocking your blocks to financial freedom.
Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Are you a high-achieving woman in midlife seeking more fulfilling relationships? Join us for an inspiring conversation with author and heart coach Joelle Lydon as she shares expert insights and her story on navigating the complexities of love and connection. Listen in as Joelle discusses her unique approach to relationship coaching, blending psychology, transformational coaching, and a decade of research into her signature Seven Sacred Steps program.
Joelle opens up about her family's complex relationship with money and how those early patterns influenced her own romantic relationships. She candidly shares her journey of self-discovery, including the "Men's Project" that transformed her beliefs about men and led her to find lasting love. This episode is a must-listen for women seeking to break free from frustrating relationship cycles and create pathways of growth, connection, and healing.
Discover how Joelle's holistic approach addresses both inner and outer dynamics, offering practical tools to rewire relationship paradigms and invite lasting love. She also discusses the importance of taking personal responsibility, updating your internal operating system, and embracing vulnerability to create deeper intimacy. This episode is packed with valuable advice and inspiring anecdotes for women ready to create more fulfilling relationships.
Key Takeaways:
💡 The Connection Between Money and Love: Explore the surprising parallels between how we approach finances and relationships.
💡 Rewiring Relationship Paradigms: Learn practical tools to shift from frustrating cycles to pathways of growth and connection.
💡 Updating Your Internal Operating System: Learn how to retrain your nervous system to respond to present needs, not past patterns.
Connect with Joelle:
Website
Sign Up for Joelle's Art of Relating retreat
Stay connected:
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Get your free copy of Unlock Your Money Blocks Workbook: Your step-by-step guide to unlocking your blocks to financial freedom.
Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Are you an entrepreneur or high-achiever yearning for more freedom and flexibility in your life? Join us for an inspiring story with psychotherapist and coach Sarah Leslie, as she shares her insights on breaking through internal barriers to create extraordinary results in business and life. Listen in as Sarah shares her journey and practical tips for mastering self-leadership, releasing self-doubt, and aligning with your deepest desires.
Sarah opens up about the money lessons she learned from her parents, and the impact those early experiences had on her career choices. She candidly discusses her 20-year career as a psychotherapist, the burnout she experienced, and the pivotal moment that led her to leave her six-figure job to pursue a more authentic and fulfilling path. This episode is a must-listen for women seeking to create wealth, freedom, and fulfillment on their own terms.
Discover how Sarah transitioned from therapist to online coach, building a thriving business that empowers others to achieve their dreams. She shares valuable insights on the importance of self-awareness, spiritual growth, and trusting your intuition. Learn how to overcome limiting beliefs about money and create a life of abundance and joy.
Key Takeaways:
💡 Breaking Through Internal Barriers: Learn how to identify and overcome the limiting beliefs that are holding you back from achieving your full potential.
💡 Mastering Self-Leadership: Gain practical tips for cultivating self-awareness, building confidence, and making empowered decisions.
💡 The Power of Intuition: Discover how to connect with your intuition and trust your inner voice to guide you on your path.
💡 Creating Wealth and Fulfillment: Learn how to align your passion with your purpose to create a life of both financial abundance and deep fulfillment.
Connect with Sarah:
Website
Resources: Free 90 minute consultation
Message Sarah on LinkedIn for info about 6 Month Mastermind beginning June 25th
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Get your free copy of Unlock Your Money Blocks Workbook: Your step-by-step guide to unlocking your blocks to financial freedom.
Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Feeling run-down and depleted, dreaming of a life with more pep in your step? Join holistic nutritionist and health coach Denise Kennedy as she shares her powerful transformation from struggling with her own weight to radiating vitality at 70! This episode is a must-listen for women seeking expert insights and practical strategies to boost their energy, find balance, and reignite their joy.
Denise reveals the surprising ways her entrepreneurial upbringing influenced her approach to work, resilience, and finding her purpose. She opens up about her personal journey with emotional eating and how she discovered the missing piece: integrating mindset work to achieve lasting change. This episode is filled with actionable advice and relatable stories for women who crave a healthier, more energetic life.
Denise also shares her unique coaching method, highlighting the transformative power of personalized guidance, daily check-ins, and habit-building strategies. Discover how her signature three-month program provides the high-touch support women need to create sustainable healthy habits and experience profound shifts in their well-being. She also reveals the secrets to leveraging repetition, replacing unhealthy behaviors, and visualizing your ideal self. Learn how these simple yet effective techniques can help you reclaim your health and unleash your vitality, regardless of your age.
Key Takeaways:
💡 Overcoming Obstacles: Hear how Denise triumphed over personal health challenges and transformed her relationship with food by embracing mindset work.
💡 From Health Educator to Empowerment Guide: Follow Denise's inspiring career path from health educator to building a thriving coaching practice.
💡 Habit Hacks for Lasting Change: Understand how to develop sustainable healthy habits through repetition, replacement behaviors, and daily support.
💡 Ignite Your Inner Spark: Discover how to cultivate more energy, vitality, and joy at any age through holistic wellness practices.
Denise Kennedy, holistic nutritionist and health coach, empowers women to take control of their health and live a life of purpose. Her mission? To guide women on a journey to vibrant health, boundless energy, and lasting joy.
www.totalwellnessacademy.com
Free resources: 5 KEYS TO BUILDING A FORCE FIELD IMMUNE SYSTEM
Wednesday Wellness Newsletter
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Ready to break free from fatigue and step into a life of vitality? Listen now! #MakingChangeWithYourMoney #HolisticHealth #Wellness #Mindset #TrueAbundanceAdvisors
Are you feeling stuck in old patterns and yearning for a more fulfilling life? Join mindset coach Kelly McCausey as she shares her inspiring expert story of transitioning from a raging dumpster fire (her words!) to a life of deliberate joy and personal growth. Listen in and thrive as Kelly offers expert insights from her decades of experience in coaching, healing, and personal development.
Kelly reveals how her challenging childhood, marked by abuse and a complicated relationship with money, shaped her early beliefs and behaviors. She candidly discusses the coping mechanisms she developed to survive and how she ultimately transformed those patterns through self-love, faith, and a playful approach to personal growth. This episode is packed with practical advice and inspiring anecdotes for women who crave more freedom and flexibility in their lives.
Kelly also shares her unique approach to mindset coaching, inviting listeners to embrace "me skills" – small, playful challenges designed to unlock personal superpowers and foster self-discovery. Discover how these simple yet powerful exercises can help you shift from a fixed mindset to a growth mindset and create a life aligned with your true self. She also shares her insights on abundance, reminding us that there's always a path to having our needs met, no matter where we are in our journey.
Key Takeaways:
💡 Me Skills for Mindset Mastery: Learn practical and playful exercises to cultivate a growth mindset and unlock your potential.
💡 From Fixed Mindset to Growth Mindset: Discover how to shift from limiting beliefs to empowering perspectives and embrace change.
💡 The Power of Play: Understand how a playful approach to personal development can lead to profound transformation.
Kelly McCausey, mindset coach and creator of the Me Skills method, empowers women to embrace their inner strengths and create a life they love. Her mission? To guide others toward greater fulfillment, freedom, and flexibility through playful self-discovery.
Kelly's Website
Me Skills Podcast
Register for The Mindset Challenge
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Ready to break free from old patterns and step into your power? Listen now! #MakingChangewithYourMoney #Mindset #PersonalGrowth #MeSkills #GrowthMindset #SelfLove #Abundance #Resilience #Freedom #Flexibility #WomensEmpowerment #OvercomingChallenges #FulfillingLife #AuthenticLife #Podcast #Coach #ExpertStory #ExpertInsight #ListenInAndThrive #KellyMcCausey
Are you a busy woman struggling with fatigue, chronic pain, or brain fog? Dr. Ailina Ismail, a functional medicine doctor, shares her transition from traditional medicine to a holistic approach, finding freedom and flexibility while helping other women reclaim their health.
Dr. Ismail explains how her children's autism diagnoses led her to functional medicine. She discusses the challenges of raising two children on the spectrum, including relocating her family from Malaysia to Australia. This episode offers practical advice for women seeking more energy and mental clarity.
Dr. Ismail explains functional medicine principles, emphasizing addressing root causes, not just symptoms. She offers tips on sleep, stress management, gut health, and movement. Learn how this approach can improve your well-being.
Key Takeaways:
💡 Overcoming Challenges: Hear how Dr. Ismail navigated the challenges of raising children with autism and used it as a catalyst for personal and professional growth
💡 Building Resilience: Gain practical strategies for building resilience and managing stress through lifestyle changes and simple at-home tests.
💡 Reclaiming Your Energy: Discover how to reclaim your energy, vitality, and mental clarity through functional medicine principles.
Dr. Ailina Ismail is a Functional Medicine Doctor. She helps busy & ambitious women in their 20s-50’s discover the root causes of their Fatigue, Chronic pain, and Brain fog and helps them overcome them for good so that they can show up in their lives, workplace, and at home with more energy, vitality, and mental clarity.
🎧 Listen now and embark on your own journey of transformation!
Facebook: FatigueDecoder
LinkedIn: https://www.linkedin.com/in/drailina/
Instagram: https://www.instagram.com/dr_ailina/
Website: https://drailina.com/
Free resource: https://info.drailina.com/sugardetox
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Listen now! #FunctionalMedicine #WomensHealth #Fatigue #BrainFog #ChronicPain #RootCauses #HolisticHealth #DrAilinaIsmail
Join us for an inspiring story filled with expert insight as resilience speaker and positive intelligence expert Dorice Horenstein returns to the podcast! Dorice shares her journey from a 30-year career in education to becoming a bestselling author, top thought leader, and entrepreneur embracing freedom and flexibility. This episode is a must-listen for women seeking to make empowered choices, build resilience, and cultivate joy in their lives.
Dorice provides a sneak peek into her upcoming book, "CHOOSE: A Six-Step Playbook to Becoming Your Best Self," offering a practical roadmap for navigating life's challenges and making choices that lead to greater fulfillment. She unpacks the CHOOSE acronym, which stands for Clarity, Honoring your feelings, Openness to options, Oneness with yourself, Strategize your success, and Enactment. Each step is designed to empower listeners to become champions in their own lives.
Reflecting on her own experience of leaving a secure career to pursue her passion, Dorice emphasizes the importance of intentional decision-making and the power of having a supportive community. She also discusses the interplay between internal, spiritual work and the practical steps of strategizing and enacting your vision. This episode is rich with actionable advice and inspiring anecdotes for women who are ready to step into their power and create lives they love.
Key Takeaways:
💡 The CHOOSE Method: Learn a six-step playbook for making empowered choices in all areas of your life.
💡 From Educator to Entrepreneur: Hear how Dorice transitioned from a secure career to the freedom and flexibility of entrepreneurship.
💡 The Power of Choice: Discover how even small choices can have a significant impact on your overall well-being.
💡 Building Resilience: Gain practical strategies for navigating challenges and bouncing back from setbacks.
💡 Cultivating Joy: Dorice shares her insights on finding joy in the everyday moments and living a life aligned with your purpose.
🎧 Listen now and embark on your own journey of transformation!
Dorice Horenstein, the Oy to Joy Champion Catalyst, is an international resilience speaker and Positive Intelligence expert who turns theory into action! A best-selling author and Top 25 Global Thought Leader in Coaching (Thinkers360), Dorice empowers individuals and teams to build resilience, clarity, and joy. With 30 years in education and leadership, she has trained organizations like Bonneville Power Administration, CREW, and Standard Insurance. Her dynamic talks at MDRT Dubai, HR Cruise, and BPAA leave lasting impact. Her upcoming book, Choosing to Be a Life Champion, offers a six-step roadmap to thriving in life and work.
Facebook: https://www.facebook.com/Speakerdoricehorenstein/
LinkedIn: https://www.linkedin.com/in/doricehorenstein/
Instagam: https://www.instagram.com/doricehorenstein/
Website: https://doricehorenstein.com/
Free resource: Choosing Card
Preorder book: Choose to be Your Own Champion
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Are you feeling trapped by expectations and struggling to create a life that truly reflects who you are? Join us as life coach and Jungian psychology expert, Shadi Sadeghi, shares her inspiring story of breaking free from cultural conditioning to build a thriving business and a life of purpose.
Shadi, the daughter of Iranian immigrants, candidly discusses the challenges she faced growing up with a deep-seated pressure to achieve academic and professional success in traditional fields. She reveals how she navigated the maze of career choices, from medicine to law to international business, before finally discovering her true calling by tuning into her inner voice and embracing the unknown. Listen in and thrive as Shadi shares her expert story and expert insights.
After years of searching for her soulmate and feeling the societal pressures of "finding the one," Shadi stumbled upon the world of Jungian psychology and the power of the unconscious mind. This discovery sparked a profound shift, leading her to become a certified life coach and emotion code practitioner. She now empowers women to release limiting beliefs, overcome obstacles, and manifest lives filled with authentic relationships and fulfilling careers.
Shadi's bold decision to quit her corporate job and embark on a 10-month solo trip across 10 countries is a testament to her commitment to living a life of freedom and flexibility. She shares how she funded this transformative experience and the invaluable lessons she learned about herself and the world along the way. This episode is packed with practical advice and inspiring anecdotes for women who crave more freedom and flexibility in their lives.
Key Takeaways:
Overcoming Cultural Conditioning: Hear how Shadi navigated the pressures of immigrant family expectations and forged her own path.
The Power of the Unconscious Mind: Discover how understanding the unconscious mind can unlock your potential and help you manifest your desires.
Embracing the Unknown: Learn how to let go of the need for control and embrace the uncertainty of life's journey, just like Shadi's solo trip.
Finding Your True Calling: Shadi's story inspires listeners to trust their intuition and pursue work that aligns with their values and passions.
Freedom and Flexibility: Learn how Shadi created a life of freedom and flexibility by taking risks, prioritizing her well-being, and designing her own unique path.
Shadi Sadeghi, certified life coach and emotion code practitioner, guides women all over the world to overcome obstacles and create lives of authenticity and fulfillment. Her mission? To help women break free from conditioning and step into their power.
🎧 Listen now and embark on your own journey of transformation!
Website: shadi@thislifefulfilled.com
LinkedIn: shadi-sadeghi
Instagram: thislifefulfilled
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Are you ready to take control of your financial future?Bestselling author and financial empowerment expert Barbara Huson shares her powerful journey—from growing up in wealth but financially uninformed, to surviving a devastating marriage with a compulsive gambler, and ultimately transforming into a leading voice in women’s wealth.
Barbara reveals why smart women struggle with financial stability—and why it has nothing to do with money itself. Instead, she believes it’s about power, confidence, and breaking free from limiting beliefs. She shares how rewiring your mindset, combining passion with financial savvy, and embracing community can unlock true wealth—both financially and personally.
Key Takeaways 💡✔ Rewire Your Money Mindset – Learn how to recognize and shift negative financial beliefs.
✔ Own Your Financial Power – Understand why fear of power keeps women from earning what they deserve.
✔ Passion + Financial Freedom = Unstoppable Women – Align purpose with smart money habits.
✔ The Wealth Connection – How building a support network helps women thrive financially.
Barbara Huson, author of Overcoming Underearning and Rewire for Wealth, has helped millions of women gain financial confidence. Her mission? To help women stop playing small and start building lasting wealth.
🎧 Listen Now and step into your financial power!
Disclaimer: The information shared on this podcast is for informational purposes only and does not constitute accounting, legal, tax, investment, or financial advice. Please seek professional guidance for your specific situation.
Listen in and thrive as Dr. Meghaan Lurtz, a global expert in the psychology of financial planning, shares her expert insights on financial independence, career reinvention, and the mindset shifts that help women achieve freedom and flexibility.
From her upbringing to her groundbreaking research, Meghaan reveals how understanding money as a tool for independence can empower women to fix, fine, and flourish in their financial journeys. Whether you're looking to gain confidence in your finances, embrace new career opportunities, or build lasting wealth, this expert story will inspire you to take control and dream bigger.
✨ Key Takeaways:
- The power of financial independence—why having your own money is essential
- How mindset shapes financial success and personal fulfillment
- Strategies for shifting from financial survival to long-term flourishing
Tune in now and start designing the future you deserve! 🎧🚀
Website: https://www.shapingwealth.com/
Linkedin: https://www.linkedin.com/in/meghaanlurtz/
X: https://x.com/MeghaanL
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Making the leap from a steady corporate paycheck to business ownership can be daunting—but with the right strategy, it’s absolutely possible. Deb Boulanger, a former tech executive turned expert business coach, shares her expert story of reinvention, resilience, and building a business that empowers women to succeed on their own terms.
Growing up in a household where money was tightly controlled, Deb developed a unique perspective on financial independence—one that later fueled her passion for helping women create predictable business growth. She discusses the burnout that led her to reevaluate her path, the role of spirituality and creativity in her transformation, and the strategies she now teaches women looking to transition into entrepreneurship.
✨ Key Takeaways:
- Lean into discomfort—advocating for yourself opens new opportunities
- Be curious—exploring new interests can lead to unexpected career shifts
- Do your research—understanding your market and clients is key to success
If you’re ready to break free from corporate life and create a business on your own terms, this episode is for you! 🎧🚀
Website: https://lifeaftercorporate.com
Linkedin: https://www.linkedin.com/in/debboulanger-thegreatdo-over/
Instagram: https://instagram.com/deb_boulanger
Free resources: Pricing Calculator
Life After Corporate ebook
Podcast: Life After Corporate
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Get your free copy of Unlock Your Money Blocks Workbook: Your step-by-step guide to unlocking your blocks to financial freedom.
Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
What does it take to move from being an entrepreneur to becoming the CEO of a thriving, profitable business? Lynne Roe, business consultant and leadership coach, shares her expert story of career transformation, adaptability, and intentional leadership.
Growing up in a household where financial independence was a core value, Lynne learned early on the importance of taking charge of her future. Her career journey—from biology to marketing research to leadership coaching—proves that success often requires reassessing goals and embracing new opportunities.
Lynne’s expert insights reveal that effective leadership isn’t about doing everything yourself but about empowering others to thrive. She helps business owners shift from overworked entrepreneurs to confident CEOs, ensuring their businesses support the lifestyles they truly want to live.
✨ Key Takeaways:
- Recognize your transferable skills—even in unpaid roles, leadership is developed
- Identify patterns in what excites you—passion and purpose can evolve over time
- Leadership starts with listening—design your business to align with your ideal lifestyle
If you’re ready to step into your role as a leader and build a business that works for you, this episode is a must-listen! 🎧🚀
Website: https://lsrconsultants.com/
Linkedin: https://www.linkedin.com/in/lynne-roe-lsrconsultants/
Instagram: https://www.instagram.com/lynne_roe/
Facebook: https://www.facebook.com/LSRconsultants
Free resource: Entrepreneur to CEO Assessment
Book: Leadership in Action: Inspiration for Intentional Leadership
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
What happens when your health forces you to rethink your career? Simone Giangiordano, creator of The Power of I Can’t® and BalanceUP®, shares her expert story of leaving a corporate career to build a business that supports both well-being and success.
Simone’s journey—from navigating financial struggles to overcoming personal health challenges—highlights the importance of strategic planning, adaptability, and self-defined success. She helps entrepreneurs break free from traditional business pressures and focus on freedom and flexibility, ensuring that growth happens sustainably and in alignment with personal well-being.
✨ Key Takeaways:
- Embrace change—Your career can evolve in ways that align with your needs
- Lifelong learning is key—Every transition is an opportunity to gain new skills
- Community is everything—Build a strong support system for success
- Define success on your terms—Forget arbitrary income goals and focus on what truly matters
If you’re ready to design a business that supports your health and lifestyle, don’t miss this expert insight from Simone Giangiordano! 🎧💡
Website: https://www.simoneg.net/
Lnkedin: https://www.linkedin.com/in/simonegiangiordano/
Instagram: https://instagram.com/simonegbalanceup/
X: https://twitter.com/SimoneGBalance
YouTube: https://www.youtube.com/@Simone_G
Stay connected:
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Can you align your finances with the life you actually want? Marla Sofer, a financial services veteran and founder of Knomee, believes financial wellness starts with self-awareness. In this episode, she shares her entrepreneurial journey, the lessons she learned from her hardworking parents, and why she left powerhouse companies like JP Morgan, BlackRock, and Microsoft to create a more intentional approach to money management.
Marla’s app, Knomee, helps users understand their financial identity before making major financial choices—shifting the focus from external expectations to personal fulfillment. Her story is a testament to the power of resilience, self-discovery, and taking bold leaps toward what truly matters.
✨ Key Takeaways:
- Balance isn’t a destination—it’s an ongoing process that evolves with your life.
- Know yourself first—your values, joys, and future vision should shape your financial plan.
- Align your actions with your desires—not societal expectations. True success is personal.
🎧 Ready to rethink your financial journey? Tune in now for expert insights from Marla Sofer!
Website: https://knomee.com/
Linkedin: https://www.linkedin.com/in/marlasofer/
Instagram: https://www.instagram.com/knomeeapp/
Facebook: https://www.facebook.com/marlassofer
Stay connected:
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Get your free copy of Unlock Your Money Blocks Workbook: Your step-by-step guide to unlocking your blocks to financial freedom.
Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Lisa Virtue knows what it’s like to navigate career uncertainty and financial challenges. Growing up with financial instability, she learned independence early—landing her first job at 14 and building the skills that would shape her future career. Today, Lisa helps professionals—especially women—overcome self-doubt, embrace career transitions, and land roles at top companies like Google, Meta, and Amazon.
In this episode, Lisa shares:
- How financial scarcity can fuel motivation and resilience.
- The role confidence and focus play in career growth.
- Why storytelling is essential in job interviews and networking.
- The power of intuition and mindset in shaping career success.
✨ Key Takeaways:
- Financial struggles can be a catalyst—early challenges taught Lisa self-sufficiency and leadership.
- Confidence is built over time—small wins lead to bigger opportunities.
- Don't spread yourself too thin—focus on your strengths and core goals.
- Mindset matters—trust your intuition and embrace opportunities.
🎧 Tune in now for an inspiring conversation with Lisa Virtue on navigating career transitions with confidence!
Website: https://hercareerstudio.com
Linkedin: https://www.linkedin.com/in/lisavirtue/
Instagram: https://www.instagram.com/her.career.studio/ and https://www.instagram.com/lisavirtuecoaching/
Facebook: https://www.facebook.com/profile.php?id=100076682882562
Podcast: Her Career Studio
Free resources: hercareerstudio.com/resources
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Dr. Kristi Tompkins is a functional medicine doctor who specializes in women's health with a focus on supporting women during the sacred transitional years of perimenopause and menopause. Dr. Kristi integrates the principles of Naturopathic and Functional Medicine, Transformational Coaching, the science behind the Mind-Body Connection, and many other teachings. As a Business Coach, Dr. Kristi teaches and empowers women on the importance of up-leveling their physical, mental and spiritual well-being, conscious leadership, spiritual entrepreneurship and the energetics of financial prosperity. Dr. Kristi has received additional training from The Institute for Functional Medicine (IFM), the UC Davis Life & Business Coaching Program, the Inner Health Coalition by Dr. Joe Dispenza, and a diversity of professional mastermind programs – all of which have allowed her to profoundly impact the health and lives of her clients.
In this episode, Dr. Kristi talks to us about her journey from a childhood that was marked by financial instability to becoming a leader in her field. Raised by a single father, Kristi witnessed the struggles and resilience that come with financial inconsistency, shaping her understanding of money's psychology and energetics.
Dr. Kristi emphasizes the importance of embracing change, both in her personal career and in helping her clients do the same. She encourages us to be open to new possibilities and not fear change as we transition through different phases of life. Dr. Kristi is also passionate about teaching women the intimate connection between health, well-being, and financial success, advocating for aligning personal values with professional goals.
“You struggle and you work hard and it's tough and you don't have to love your job and you're not expected to love it. But I think things are different today and I think you can love your life and you can love your job and your line of work and be of service to people where it's that law of circulation, the giving and receiving, where it's a win, win, win. So it's a win for you, it's a win for the client and it's a win for everybody else around us. And I think it's possible for some people. They find this later in life and that's okay, but I think it's absolutely possible for everybody.”- Dr. Kristi Tompkins
Key takeaways:
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Understand that compound interest works for you as a saver, but works against you when you take on credit card debt. Kristi shared that when she was younger and in school she used credit card debt to help pay for the extras she desired. She referred to that period as”one of those painful lessons that sometimes keeps coming back.” Ultimately she was able to pay the debt off.
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Work with people you love to work with. Often when we start a business we randomly help anyone who wants to work with us, who “gets on our schedule.” Kristi shared that her love for her business was renewed when, in 2021, she got more and more into business coaching about the energetics of money and working with people she really was drawn to work with.
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Understand the connection between health and wealth. Kristi’s work integrates financial health and physical health because, as she notes, you can be very healthy physically and benefit from strong relationships but if you’re struggling financially it’s going to take a toll on your body. And if you’re financially abundant but aren’t taking care of your health you won’t have the energy to enjoy the fruits of your labor.
-
Be open and adaptable to change. Kristi encourages us all to know that we change our minds at any time. We don't have to stay stuck because what we’re doing is familiar and comfortable to us. You will know when you’ve got to fly, to expand, to keep growing, to have a greater impact. You will know when you should follow what your heart has been trying to tell you or communicate with you all along.
About the Guest:
Dr. Kristi Tompkins is a Naturopathic Medical Doctor who specializes in women's health, with a focus on supporting women during the sacred, transitional years of Perimenopause and Menopause.
Integrating the principles of Functional Medicine, Transformational Coaching and Mind-Body Medicine, Dr. Kristi provides her clients with a full evaluation, functional labs and personalized protocols.
As a Business Coach, Dr. Kristi teaches women about the intimate connection between health and well-being and business, the essential nature of aligning personal and business values, and the profound energetics of money as it impacts business success and prosperity.
Dr. Kristi is a member of Dr. Joe Dispenza’s Inner Health Coalition & hosts the Fire, Soul & Grace Podcast.
Website: https://doctorkristi.com
Linkedin: https://www.linkedin.com/in/dr-kristi-tompkins-9088178/
Instagram: https://www.instagram.com/drkristitompkins/
Facebook: https://www.facebook.com/Dr.Kristi.Tompkins/
YouTube: https:///www.youtube.com/@drkristitompkins
Resources: I have a NEW LIVE Masterclass coming up on November 20th 2024, on The Energetics & Prosperity of Women in Business - listeners & others can register here: https://us06web.zoom.us/webinar/register/WN_nAPZWSnDS06TRteFjHoOvw A
NEW Women's Business Group Coaching Program that begins in January 2025 - more details to come later.
Stay connected:
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Get your free copy of Unlock Your Money Blocks Workbook: Your step-by-step guide to unlocking your blocks to financial freedom.
Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Carla Salteris is a healer, self-love and energetic alignment coach for midlife women. She has a diverse background in mind, body and soul healing and transformational work. Carla empowers women to let go of the past and line up energetically with new, empowering beliefs that match their desires. She believes that by connecting to your inner guidance system, everything is available to you.
In this episode, Carla elaborates on her upbringing and how her family's work ethic influenced her. She describes her transition from psychology to acupuncture to becoming a coach, highlighting how her spiritual connection and experience with transformational work shaped her journey.
In our conversation, she emphasizes the importance of processing emotions and rewriting limiting beliefs through tools like meditation and journaling. Carla offers practical advice on how women can embrace self-love, overcome limiting beliefs, and create fulfilling lives. Through Carla’s experiences, discover how stepping away from conventional career paths can lead to fulfilling endeavors that resonate deeply with one's true beliefs and passions.
“Only you can let it go. That's the thing. So you can spend your whole life. Therapy is great. You know, I think there's all different options. You could spend a lifetime in therapy. So you know, it's like how much do you want to dig? That was something that I learned from my transformational work. It's not about the digging, it's about letting it go. Sometimes you have to peel back some layers and then sometimes you just have to get happy at some point.” - Carla Salteris
Key takeaways:
-
Become aware of the voices, other than your own, that are influencing your decisions. As Carla was choosing what to study and what career direction to take, she became aware of all the voices in her head that were influencing her: the voices of her parents, the opinions of friends that she respected. It was hard to separate those voices from her own internal compass.
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Middle age can provide an opportunity, especially for women, to reinvent. Carla shared how she had become bored with her work as an acupuncturist, which had already started to shift because of Covid. As she approached middle age, she became more aware of her mortality and began to ask herself: what are you passionate about? What are you longing to create?
-
Transformational work is not only about the “digging”; it’s also about letting go. Carla works with women to peel back the layers to understand the stories and limiting beliefs that are holding them back. She acknowledges that it’s important to understand the experiences that may have led to feelings of unworthiness, but also not to hold on to them too tightly. It ultimately does no good to hold on to guilt or shame; we need to energetically let these feelings go.
About the guest:
Carla is a healer, self-love and energetic alignment coach for mid life women. She has a diverse background in mind, body and soul healing and transformational work. She mentors women on how to align with their desires by putting energy work first! With over 23 years of experience in the healing arts and transformational work, Carla shows women how to become their own healer, the lover of themselves first…body, mind and soul. Standing in deep self-love, you can connect and embody the Higher Self version of you that effortlessly attracts all desires and re-create your fulfilled life. Carla empowers women to let go of the past and line up energetically with new, empowering beliefs that match their desires. By connecting to your inner guidance system (Soul) everything is available!
Website: www.carlasalteris.com
Linkedin: https://www.linkedin.com/in/carlasalteris/
Instagram: https://www.instagram.com/carlasalteris/?hl=en
Facebook: https://www.facebook.com/carlasalterisvibe/
Free resource: Alignment Made Easy: 3 Hacks To Raise Your Energetic Frequency and Manifest Your Dreams
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Get your free copy of Unlock Your Money Blocks Workbook: Your step-by-step guide to unlocking your blocks to financial freedom.
Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Eileen Joy is the Money Coach for Moms, a Certified Financial Educator and a Certified Financial Literacy Professional. She works with high achieving professional moms to teach them step by step how to overcome financial stress and break free from living paycheck to paycheck so that they can invest with confidence and provide a safe and secure future for themselves and their children.
In this episode, Eileen Joy discusses her challenging financial upbringing and the impact it had on her own financial journey, including her struggle with debt, bankruptcy, and divorce. She shares how she rebuilt her life by investing in herself and emphasizes the importance of financial literacy, particularly for women and children.
Eileen talks about her program, Money School for Moms, which aims to educate and empower mothers to manage their finances more effectively and provide their children with a strong financial foundation. The conversation also touches on the cultural pressures of financial success, normalizing money discussions at home, and overcoming the fear of financial conversations to achieve financial freedom.
“It just hurts me to see people struggling. It's so awful. It really hurts me. And, it really is just one person at a time, one child at a time, one mom at a time. and it's like. All you need to know is that it's not your fault, that things are the way they are because you were never taught. No one sat down and taught you. You didn't know. You're just doing what everyone else is doing, right? You bought into the American dream and that's what everyone's doing, right? But take a step back. Think about to yourself what do I want? What's most important to me, and spend your money on that.“ - Eileen Joy
Key takeaways:
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The best investment is to invest in yourself. Eileen shared how she lost everything - her house, her livelihood, even her health when she got divorced in 2016. Yet, though her financial resources were slim, she knew she needed to invest in herself. The first thing she did was to get a therapist to help her through this low period, irrespective of the cost.
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Stop keeping up with the Joneses. Eileen lives in an amazing home - a rental, in a good school district, that comes with a handyman and landscapers - she doesn’t have to spend anything to maintain it! She knows what is important to her, rather than following our culture’s message that you need a large home with a three car garage and a vacation home and a boat, which leaves most of us with little to no savings and up to our eyeballs in debt!
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Normalize the discussion of money in your home. Discussions about money are taboo in our society. Eileen urges us to stop keeping money such a secret from our kids. Show your kids your paycheck: this is gross earnings; this is net earnings after the deductions. Have a weekly money date. By taking away the fear of having money conversations, we can teach our children how to be more intentional with their money choices.
About the guest:
Eileen Joy is the Money Coach for Moms, a Certified Financial Education Instructor, the host of the Moms who Money podcast, and founder of Money School for Moms™. She helps moms stop stressing about money so they can break free from living paycheck to paycheck, confidently invest and set themselves and their kids up to be millionaires! Her 12-year-old son knows more about money than most adults and is on track to be a multi-millionaire. Eileen created an easy system that any busy mom can follow and specializes in working with high achieving, professional moms who are committed to investing in themselves and their children and know that money is their next step. Eileen provides a safe and comfortable environment to learn about one of the most avoided and taboo subjects, money. No more Shame, Guilt, or Embarrassment.
Website: https://www.momswhomoney.com/
Linkedin: https://www.linkedin.com/in/momswhomoney/
Facebook: https://www.facebook.com/EileenJoyMoneyCoach/
Instagram: https://www.instagram.com/eileenjoymoneycoach/
Podcast: Moms Who Money
Free resource: 6 Steps To Money Smart Kids
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Get your free copy of Unlock Your Money Blocks Workbook: Your step-by-step guide to unlocking your blocks to financial freedom.
Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
In this special episode, I interview two guests: Marcia Dawood and Sue Bevan Baggott.
Marcia is the author of the new book Do Good While Doing Well, a TEDx speaker, host of the Angel Next Door podcast and an early stage investor who serves on the SEC's Small Business Capital Formation Advisory Committee. She's a venture partner with Mindshift Capital and the chair emeritus of the Angel Capital Association, a global professional society for angel investors. She's also an associate producer on the award-winning documentary Show Her the Money.
Sue is Founder of Power Within Consulting, an accidental angel investor and a startup advisor. She advocates for greater inclusion in the startup world, aiming to elevate entrepreneurial success for underrepresented founders through multiple early stage funds. She invests in the change she wants to see in the world, with a diverse portfolio of innovative startups solving significant world problems at scale.
Our conversation centers on the potential for women to drive change through angel investing, a domain historically dominated by men. It highlights the challenges female and minority founders face when raising capital and how angel investing can democratize this space, particularly through platforms like equity crowdfunding. The podcast also details how local community involvement and strategic investment decisions can create meaningful societal impact.
“I think that a lot of women are socialized. You know: you have your job and you make your money, right? And then you give it away. And I was never really taught that much about how, in the way in which I invested, my money could actually drive change. And yet when I got exposed to the entrepreneurial ecosystem and I was seeing that the majority of investors were men and they were investing in things that they cared about, and the things that women cared about were getting overlooked and ignored - that's a problem for all of us. “ Sue Bevan Baggott
Key takeaways:
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The amount of money that goes to charity every year is equivalent, at least here in the US, to only about one percent of the value of the U S stock market. In other words, as Marcia pointed out, we're putting an awfully big burden on nonprofits to solve big world problems when there's all of these innovative for profit companies out there that we can all help in some way, shape or form. This is one of the realizations that attracted her to angel investing.
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Only two percent of venture capital goes to female founded companies, and even less to founders of color. Sue was hired to help develop the strategy for a newly formed angel investing group. Her original perception was, as she put it, it was “all about the money.” She became interested in becoming a member of the group when she realized that these start-ups create jobs that help the whole community to thrive, and that she could help deserving female founders and founders of color to get access to the capital and the connections and the coaching that they needed.
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Angel investing is no longer the domain of only the rich and connected; it’s something everyone can do. In 2016, the Securities and Exchange Commission changed the rules to allow pretty much anyone who has an internet connection and a bank account or credit card to invest in an early stage company through equity crowdfunding campaigns with companies such as WeFunder and others mentioned in Marcia’s new book, Do Good While Doing Well.
-Look in your own backyard first because that's where you're likely to care about what's going on, and you can have a big impact. As Marcia noted, Even one person going to the local dry cleaner that's owned by a woman or going to the restaurant or helping the startup that's in the community, those things really matter.
About the guests:
Marcia Dawood is the author of Do Good While Doing Well, TEDx speaker, Podcast host, and an early-stage investor who serves on the Securities and Exchange Commission’s Small Business Capital Formation Advisory Committee. She is a venture partner with Mindshift Capital and the chair emeritus of the Angel Capital Association (ACA), a global professional society for angel investors. She is also an associate producer on the award-winning documentary Show Her the Money, and host of The Angel Next Door podcast.
Website: www.marciadawood.com
Linkedin: https://www.linkedin.com/in/marciadawood/
Facebook: https://www.facebook.com/marcia.dawood
Instagram: https://www.instagram.com/marciadawood/
Twitter: https://twitter.com/MarciaDawood
Book: Doing Good While Doing Well
Podcast: The Angel Next Door
Movie: Show Her The Money
Sue Bevan Baggott is a human-centered Executive Advisor, passionate about accelerating life-improving innovation and driving impactful changes in our world. In her career journey from global innovation leader at Procter & Gamble (growing mega-brands from Pantene to Pampers) to Founder of Power Within Consulting to “Accidental” Angel Investor and Startup Advisor, Sue discovered the power of human-first strategies to accelerate leadership, innovation, and entrepreneurial success.
Sue strives to unleash people’s power as innovators and investors - through her speaking, consulting, and advisory/board roles - in collaboration with purpose-driven leaders and organizations.
As an Associate Producer for the award-winning documentary, Show Her the Money, Sue advocates for greater inclusion in the startup world, aiming to elevate entrepreneurial success for under-represented founders.
Through multiple early-stage funds, Sue invests in the change she wants to see in the world with a diverse portfolio of innovative startups solving significant world problems at scale.
Website: http://www.sue-bevan-baggott.com/
Linkedin: https://www.linkedin.com/in/suebaggott1/
Stay connected:
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Get your free copy of Unlock Your Money Blocks Workbook: Your step-by-step guide to unlocking your blocks to financial freedom.
Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Tammy Alvarez, CEO of Career Winners Circle, is an award-winning entrepreneur, author, and inspirational coach. With decades of C-suite experience, Tammy blends a pragmatic, results-driven coaching style to help leaders unlock their full potential. Her book, Escaping the Career Trap, Transform your Apathy into Ambition and Never Hate Mondays Again, offers a blueprint for high achievers seeking career fulfillment.
Tammy shares her inspiring journey from a challenging childhood, including a period of homelessness, to becoming a successful corporate executive and entrepreneur. She recalls the early stages of her career, including her first job at Manpower as a recruiter and salesperson, and the invaluable support of her first boss. She highlights essential skills like humor, transparency, and humility that helped her build trust and overcome imposter syndrome.
Tammy emphasizes the importance of continuously reassessing personal and career goals, having a financial safety net, and the value of stepping out of one's comfort zone. Within the episode, she discusses negotiating compensation, understanding personal value, and approaching career growth with a business mindset.
“We all have seasonality. And I think there's been so many things in our lives over the past ten years that have caused us to rethink what good looks like, what success is, challenging the status quo, that if we don't continually check into the seasonality of our lives and our careers and make sure you're running the right race, because you work really hard to get wherever you're going. And, as we know, it's just really disheartening when you get there and you realize, oh, this is not what I wanted after all. “ - Tammy Alvarez
Key takeaways:
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What you thought was your achilles heel may actually be your superpower! As Tammy moved up the corporate ladder, she began to hide from others that, as she described it, was a country girl who hadn’t attended college. She had imposter syndrome before it became a thing! Over time, she came to realize that the fact that she saw things differently and wasn’t afraid to have the hard conversations was actually why she was so valued.
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Make sure you have a Plan B, which includes an emergency fund. Tammy stayed with her first employer for nine years, taking on more and more responsibility. She was in her second job for six months when the boss she loved left and she was let go. She and her husband had no savings cushion. Luckily, she was bailed out by the strong job market, but she learned her lesson to always have a Plan B and backup emergency funds.
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If you don’t like it, change it. Tammy shared that she sought to find passion in three different ways: in the work she was doing; in the people that she led and served, and in her own growth and development. When none of those were accessible, then it was time to make a move, which she wasn’t afraid to do.
About the guest:
Tammy Alvarez is the CEO of the Career Winners Circle and is also an author, professional keynote speaker, inspirational coach, trainer, and epic storyteller. As an award-winning entrepreneur and former corporate executive, Tammy believes leaders who inspire courage are at the heart of every successful business.
Her spirited “Break All the Rules” approach blends decades of C-Suite experience with a pragmatic, results-based coaching style that helps business professionals create a big impact and love every Monday again.
Her recent book Escaping The Career Trap, Transform Your Apathy into Ambition and Never Hate Mondays Again is a self-leadership blueprint for high achievers who want to experience true career fulfillment.
Tammy has an unwavering commitment to advancing ambitious business leaders so they can grow their careers as far as their drive will take them. She is the creator of the Career Success Blueprint – the ultimate executive career strategy framework, Own Your Power! – a pragmatic approach to advancing women leaders, and the CEO Advantage – helping small business owners scale without killing themselves in the process.
During her twenty-year corporate career, Tammy became renowned as a business transformation and turnaround expert on Wall Street. Her roles included Managing Director at AIG, First Senior Vice President at Bank Leumi USA, Chief Operating Officer at Genesis10, and Senior Vice President at Bank of America.
Tammy delivers epic keynote speeches for companies worldwide and has been a colloquium lecturer on various leadership topics at Cornell University. She holds a degree in International Business Administration from American Intercontinental University.
Tammy and her partner Steve have adopted an ex-pat lifestyle and enjoy traveling to far-flung places around the globe to hike and scuba dive. They currently reside in Mexico City.
Website: https://careerwinnerscircle.com/
Website: https://escapingthecareertrap.com/
Linkedin: https://www.linkedin.com/in/tammyalvarez/
Facebook: https://www.facebook.com/CareerWinnersCircle
Instagram: https://www.instagram.com/careerwinnerscircle/
Purchase the book: Escaping The Career Trap, Transform Your Apathy into Ambition and Never Hate Mondays Again
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Get your free copy of Unlock Your Money Blocks Workbook: Your step-by-step guide to unlocking your blocks to financial freedom.
Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Anna is the Founder and Community Curator of the Femunify Skill Exchange, where female entrepreneurs, coaches and service providers exchange their services and expertise to help each other build and grow their online businesses. Before Femunify, Anna spent over a decade building a successful corporate career in several multimillion-dollar companies, where she managed large teams, led key strategic projects, and was a trusted advisor to many executives. Anna has taken her years of experience in business strategy and growth, operations, people management, and powerful networking, and is now blazing her own trail as an entrepreneur, while helping other women do the same.
Anna shares her journey from a stable corporate career to becoming an entrepreneur focused on building a community for female entrepreneurs. She discusses how growing up with financial instability shaped her risk-averse mindset, leading her to a career in accounting. However, she eventually pivoted toward entrepreneurship after feeling unfulfilled in the corporate world.
Anna describes how she launched Femunify, a platform where female entrepreneurs exchange services and expertise to grow their businesses. She highlights the challenges women in business face, such as fluctuating incomes and balancing roles, and describes how collaboration through skill exchange can grow a brand and expand a business without the need to pay out of pocket.
“All of these challenges really brought me back to okay, why don't we do this in a more communal, supportive team type way and go back to the basics of essentially bartering and exchanging skills and leaning into? Every single person has their zone of genius, has their areas of expertise, has something valuable that they could offer. What if we lean into that and leverage that and use that to then access help from other experts that could help us in our business?” - Anna Wolfman
Key takeaways:
-Notice when you are being called to expose yourself to new things. Anna was looking forward to returning to work after an extended maternity leave. She began to listen to podcasts about mindset and success, which she had never done before, in order to give her a renewed sense of energy.
-Recognize that change takes time. After Anna became exposed to these podcasts, she began a pivot and a shift and a very slow evaluation, as she put it. She asked herself if she was having the impact she’d like to have or was she operating out of fear? Still it took her several years until she actually acted on making a shift and left her corporate career to start her own business, during which time she did some financial planning and made sure her family was on strong financial footing.
-You never know when, what we put out there might resonate with the right person who is meant to hear it at that moment in time, said Anna. Referring to a podcast with Robin Sharma she had heard, it motivated her to consider leaving the corporate world and starting her own business. Had she heard it earlier, she doesn’t know if it would have landed with her in the same way.
-You might need the space to step away from your day-to-day routine and reflect before a big change. Anna noted that something life changing, like having children, helps put certain things in perspective. It could make you more fearful but, in her case, it motivated her to push past her fear, take a risk and be a role model for her children.
About the Guest:
Anna Wolfman is the Founder & Community Curator of the Femunify Skill Exchange, where female entrepreneurs, coaches, and service providers exchange their services and expertise to help each other build and grow their online businesses.
She spent over 13 years building a successful corporate career where she managed large teams and was a trusted advisor to many executives. She’s taken her years of experience in business strategy, operations, people management, and networking, and is now blazing her own trail as an entrepreneur.
Today she leads a collaborative community that helps female entrepreneurs build the businesses of their dreams – faster, smarter, together.
Website: https://www.femunify.com/
Linkedin: https://www.linkedin.com/in/anna-wolfman/
Facebook: https://www.facebook.com/anna.wolfman.femunify/
Instagram:https://www.instagram.com/femunify/
Free resource: 7 Proven & Actionable Ways to Accelerate Your Business Growth - Without Breaking the Bank
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Get your free copy of Unlock Your Money Blocks Workbook: Your step-by-step guide to unlocking your blocks to financial freedom.
Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Molly Brown is a Mindset Engineer life coach. Molly started her career in the army as an intelligence analyst and moved on to the corporate world as an engineer at a large aerospace company. Fast forward to her work today as a life coach: Molly believes that making any change in one's life follows an engineering design process that starts on a blank sheet of paper. She leads people in this process of radical transformation and self-discovery, in which they shift their experience of life to be how they most love to live it.
Growing up in a religious household where money discussions were off-limits, Molly always felt a burning desire to break free and achieve financial independence. Her determination to earn what she calls "man money" led her to exceptional academic achievements and career milestones, despite the societal and familial limitations she faced.
She talks about the shortcomings of chasing metrics like money and KPIs. She opens up about the disillusionment with these conventional markers and the deeper, intrinsic needs that often go unaddressed, such as security, freedom, and a sense of belonging. Through her intellectual and emotional journey, Molly underscores the importance of understanding the motivations behind our pursuit of success and how these realizations guided her towards a more authentic and fulfilling life.
“It's not the money that's keeping you safe. The money is fantastic and when you feel safe, it's really easy to make money. When you feel safe, it's really easy to grow money. When you feel safe, it's really enjoyable to spend the money going out and doing things that you don't feel like you have to hold it in. Your experiences around everything: money, education, food, other people, travel, the world, it completely changes when you understand inherent safety, when you embody your own safety.” - Molly Brown
Key takeaways:
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Anything measurable, like money, is adjacent to and not actually what we want to have. Molly notes that we actually want security and safety and belonging and freedom, the ability to express ourselves fully. Yet we can't measure any of those things, so we use money, which we can measure, as the substitute metric.
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Be open to your curiosity transforming you. Molly felt drawn to explore consciousness, which, through her own transformational work with a coach, eventually led her to become a life coach. She’s an introvert, and would prefer to be behind a screen, but her passion and curiosity for the work she is doing has led her to be a teacher and speaker.
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When you’re called to make a change, take practical steps. Molly knew that she needed to leave the corporate world and eventually, transition from two incomes to one income. So she sold her house, and bought a multi-family house that generated rental income that covered her housing bills, so she no longer felt beholden to her job. She felt financially safe, because she had taken steps and done the work.
About the guest:
Hi, I’m Molly, the Mindset Engineer life coach. I started my career in the Army as an intelligence analyst and moved on to the corporate world as an engineer at a large aerospace company. I've always had a passion for patterns especially in music and movement, it's what attracted me to physics, chemistry and mechanical engineering in college. So in my career as an engineer I was drawn to data of all sorts, anything I could get my hands on. I was looking for patterns to understand what was going on that we couldn't see or measure directly. After years of working with data with all sorts of teams, technical and non technical, I finally saw that all we were doing with data is drawing the target around the arrow. You've probably heard of confirmation bias but that is just the tip of the iceberg. I dove into this with a fascinated curiosity.
As the company was pushing a data driven decision making initiative, I was coming to realize that data driven decision making is a total myth. We can only ever find in data what we are already looking for, whether we are conscious of what we are looking for or not. And this is not a problem at all! But it is important that we understand what is going on in our thinking as we interact with data (data meaning any and all information about yourself and the world). This became the foundation of my life coaching. The data is helpful, it is a reflection of what we are already believing. If we are looking for the data to give us something different to belief however, we'll never find the evidence we need to change. If however we use the data to inform us of what we are truly believing, that we weren't already aware of, then it is useful. From there, making any change in your life follows an engineering design process that starts on a blank sheet of paper. I lead people in this process of radical transformation and self discovery in which they shift their experience of life to be how they most love to live it.
Website: www.mindset-engineering.com
Linkedin: www.linkedin.com/in/mindsetengineer
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Deborah Donenfeld is the owner of Photosynthesis Coaching and a life coach specializing in supporting people in midlife who are starting over. Deborah coaches individuals and professionals in the realms of change and communication, helping people to navigate life when it feels like the rug has been pulled out from under them, and to learn how to choose trust over fear. She also works with professionals who want to communicate more authentically and effectively with clients, co-workers, bosses and those they manage.
Deborah shares her journey from working as a photographer to becoming a coach specializing in midlife transitions, influenced by her own experiences of divorce and financial upheaval, and describes the serendipitous email that opened the door to her true calling in coaching. She discusses the importance of having a guide to navigate life transitions, and the similarities between the people skills necessary to perform both as a photographer and as a life coach.
The conversation explores the importance of practical and emotional soft skills in managing life changes, and the value of having tools and practices in place before crises occur. Deborah touches on personal growth, the balance between financial stability and time, and the transformative power of coaching.
“When I talk about having a guide, it's somebody to ask me the questions and help me get in touch with my intuition and get in touch with what I know, to help me celebrate the wins, because sometimes I don't think I could even see the wins. Remind me of the things in my toolbox, reflect back to me what I was saying or not saying, what my body language maybe had been saying that I wasn't saying. These are all the kinds of things that I do for my clients that I think would have been really helpful for me.” - Deborah Donenfeld
Key takeaways:
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Discover the links between one career to the next. Deborah worked for many years as a portrait photographer. She then decided to pursue coaching. What links the two for her is her ability and desire to connect with other people, and getting them to trust her so she can get to the essence of who they are.
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Have a backup plan. Information about a coaching program came into Deborah’s inbox, at a time when she began to have back problems that she feared would interfere with her photography work. She thought coaching could be her backup plan. Luckily, she no longer has back issues, and runs a successful coaching business!
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The more you put the energy out, the more you attract it back to yourself. Deborah noted that she didn’t make a conscious decision to focus more on coaching and less on photography. Instead, she loved the coaching so much she began spending more time thinking about it and doing it, so that her practice naturally grew.
About the guest:
Deborah Donenfeld is the owner of Photosynthesis Coaching, and a life coach specializing in supporting people in midlife who are starting over. She has been coaching for 13 years, and moved into this niche when her own life was turned upside down and she found herself in the position of navigating several big and painful changes all at once. Deborah coaches from the heart and compassionately helps her clients to work their edge and move through tough changes with grace.
Instagram: https://www.instagram.com/photosynthesiscoaching/
Linkedin: https://www.linkedin.com/in/deborahdonenfeld/
Website: Photosynthesis Coaching
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Dr. Deborah D. Roebuck is an international speaker, a workshop leader and a menopause success lifestyle coach. She focuses her talks and seminars on perimenopausal, menopausal and postmenopausal women under the theme of going through the change. Deborah desires to help women renew, rethink and reimagine middle age as a journey of self-discovery and self-care. She believes in the saying: "you are fearfully and wonderfully made", and that doesn't end at the age of 40 years old.
Deborah shares her inspiring journey from a challenging upbringing in Philadelphia to becoming a nurse and later an advocate for menopausal women. She emphasizes the importance of continual learning, resilience, and investing in both financial growth and personal well-being.
Deborah discusses her background, the influence of female mentors, and the mindset shifts needed for financial planning and investing. She also offers insights into her business, 'Going Through the Change,' which focuses on assisting women through the various stages of menopause. The episode highlights her lifelong dedication to family, education, and community support.
“A lot of times we've gotten to the point in midlife and said, oh, I'm done, I'll just be here. Let me tell you, the most important things that women do are (by) women in their 50s and above. If you look at your history book, because (of) all those experiences: treasure yourself, even if you need to write your own book of what you've done and leave it behind for the next generation. “ - Dr. Deborah D. Roebuck
Some takeaways:
-Be open to what’s calling to you. Deborah became a nurse in 1976, specializing in maternal child health. She found herself yearning to be a midwife. She happened to be reading a magazine, and it said: be a nurse midwife at the University of Utah. Did she know where the University of Utah was? She interviewed, was accepted and drove out to Salt Lake City from Philadelphia - after just getting her driver’s license! She says it was one of the best things she ever did.
-Don’t believe the naysayers. Deborah’s high school chemistry teacher told her she wasn’t college material. Her father wanted her to take typing and bookkeeping. She took those courses, but she also took physics and calculus on the side, because she had higher expectations for herself. Deborah has faith that she’s not an accident. She’s here to accomplish something and to make a mark in this life.
-Always be learning. Deborah shared something her niece told her: if you’re in a room, and you don’t learn anything new in the room, you need to get out of that room. You need to be in a room where you’re uncomfortable, where you don’t understand everything because that will pull you to learn.
About the guest:
Dr. Deborah D. Roebuck, DNP (Menopause Whisperer) is the Founder and CEO of “Going Thru The Change,” a global health and wellness company that focuses on helping women of all generations to successfully navigate premenopause (PMS), perimenopause, menopause, and post-menopause. She teaches and coaches women how to achieve the Art of Managing Menopause with confidence, ease, grace, and style so they can move forward in achieving their life’s passion and purpose.
As an international speaker and workshop leader, Deborah focuses her talks and seminars on peri-menopausal, menopausal and postmenopausal women under the theme of "Going Thru the Change." She also provides one on one coaching to help women Renew, Rethink, and Reimagine middle age as a journey of self-discovery and self-care. She believes in the saying “You are fearfully and wonderfully made,” doesn’t end at the age of 40 years old!
Deborah's “keeping it real” transformational speaking style is based on her 40-plus years as a public health nurse.” Regardless of the demographic or socioeconomic level of my patients, she says, all women go through some degree of menopausal change and whisper the same question “What is wrong with me?”
Deborah earned her Doctorate from Drexel University, Masters of Science from the University of Utah, and Bachelor of Science from Villanova University. She is a widow, breast cancer survivor, and caregiver. She is very active as an international mission leader.
Websites: https://goingthruthechange.com/
Me.No.Pause Movement
Linkedin: https://www.linkedin.com/in/dr-deborah-d-roebuck-menopause-whisperer-98121673/
Instagtam: https://www.instagram.com/menopausewhisperer/
Facebook: https://www.facebook.com/GoingThruTheChange
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Andrea Pass is a podcast guest booking expert who gets features, quotes and reviews in digital media, broadcast print and more for her clients. She is a seasoned public relations expert known for her prowess in securing top-tier targeted media placements to increase brand awareness, reputation management and sales for established businesses and growing entrepreneurs alike.
Andrea shares with us her childhood experiences growing up in Radburn, New Jersey, a close-knit community where strong family bonds and memorable experiences mitigated financial constraints. As she recounts her stories, she emphasizes the profound impact of community and family connections on one's perception of financial well-being. Andrea reflects on her early aspirations to become a journalist, her initial roles at Woman's Day magazine within CBS, and her eventual passion for PR.
Andrea offers valuable tips on crafting successful PR pitches, emphasizing authenticity, client involvement, and readiness before embarking on PR efforts. Through candid anecdotes and practical advice, Andrea highlights the necessity of a proactive approach and demonstrating expertise and credibility in PR.
“First and foremost, public relations puts you in the news. Very simple. You are in the media, and whether you are in the media being featured by professional journalists who went to college to study journalism or homegrown journalists who have a platform, you are reaching potential audiences, potential buyers, potential clients. And that's what's key about public relations is this relevance, consistency. “ - Andrea Pass
Key Takeaways:
- Figure out what gets you excited - and do it! Andrea was drawn to Public Relations work by the relationships. She loves getting to know journalists and figuring out how to have her clients featured in their media outlets. Andrea believes that people listen more when someone else talks about you. She gets excited when a press placement comes out and it’s because of her!
- Consider if the requirements of the role are skills you possess and enjoy using. Part of the excitement for Andrea of the work she does is playing the role of a private investigator, researching and learning about media outlets that cover different industries, and getting them interested in her subject line. Andrea quoted the line “if you love what you do, you’ll never work a day in your life” because she loves what she does.
- Identify what’s different about you and and/or your business when crafting a pitch for a media outlet. Can you identify what makes you stand out from others in the same business? What differentiates you from them? Andrea works with her clients to uncover what makes them unique and therefore why a journalist would want to cover their story as distinct from others in their industry.
About the guest:
Andrea Pass is the expert at booking clients on podcast interviews as well as features, quotes and reviews in digital media, broadcast, print and more. She creates and implements public relations campaigns in a wide range of categories including consumer products, lifestyle, business-to-business, education, health/wellness/fitness, beauty, food, authors, non-profits and more. Andrea Pass Public Relations has an expertise in national, regional and local media relations outreach. Her strength in relationships coupled with her knowledge of the ever-growing media base results in securing top tier, targeted media placements to increase brand awareness, reputation management and sales for established businesses and growing entrepreneurs alike.
Website: https://andreapasspr.com/
Linkedin: https://www.linkedin.com/in/andrea-pass/
Facebook: https://www.facebook.com/AndreaPassPublicRelations
Instagram: https://www.instagram.com/andrea_pass_pr/
X: https://x.com/NJ_Andrea
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Maria Kyriakos is an executive leadership and career coach and CEO of Leader Assist Executive Coaching. Maria founded Leader Assist to guide mid-career professionals to be intentional about their executive presence and career story, by better understanding themselves, their core values, individual strengths and their future goals. Together with her clients she helps develop and implement a customized approach that will boost their confidence, as well as their professional impact.
Maria shares her experience growing up as a first generation American and an only child in a family profoundly shaped by the experiences of World War II, where she learned early on the importance of responsibility, commitment, and financial conservatism.
Maria details her journey from corporate HR leadership to becoming an executive coach, shedding light on the challenges and rewards that come with starting your own business She discusses the impact of effective coaching, the criticality of taking personal responsibility for career management, and the importance of financial independence. In our conversation, she highlights the importance of deep listening, her definition of executive presence, and the confidence one develops by showing up authentically. She emphasizes the blend of intention and experimentation that is part and parcel of her work with clients.
“I think the elements of coaching that make it really an honor and unique for both coach and coachee is this opportunity to be fully present, full focus on you. There's no right or wrong. We're just going to unpack it, as my clients say. We're going to unweave it, unpack it and get to what the real challenge is, so that you can explore and experiment and play and create until you figure out and develop the confidence and competence or competence and confidence in the area that you desire.” - Maria Kyriakos
Key takeaways:
-When contemplating a career change, recognize the skills you’ve developed that will help you move forward. Maria worked for many years as a human resources professional. She had developed deep listening skills and the ability to put the other person first and foremost to help them get clear about what they want from their career. She used these skills to launch her own business as a coach.
-Make fun an integral part of the process of change. Maria noted that she does her best work with people who take responsibility for their lives, who make things happen and have a willingness to learn. This includes a willingness to be vulnerable, because every time you put yourself in the driver’s seat, there is the possibility that something can go wrong. Maria recommends moving forward with intention - and experiment. It can be scary, but it can also be a lot of fun.
-Show up as yourself. Maria defines executive presence as “showing up in your own skin, because that’s where you’re confident.” Of course, dressing appropriately, body language, making eye contact are also important. But walking into a room and feeling, no matter who's sitting at this table, I belong and I have something to say that matters, that's part of what executive presence is about.
About the Guest:
Maria is an Executive Leadership & Career Coach and CEO of Leader Assist Executive Coaching. She has a successful track record of developing and coaching leadership potential and effective career management practices in dynamic, high change Fortune 50 companies domestically and globally. Working with Maria, leaders learn to Career Intentionally® and take the driver’s seats, using her proprietary 3-pillar approach to strategic career management. She is successful with mid-career executives and senior-level leaders due to her hands on experience as a corporate leader and effective results developing and coaching leadership potential.
Website: https://leader-assist.com
Linkedin: https://www.linkedin.com/in/maria-kyriakos/
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Remi Leibovic is the founder of RCL Media, a woman Latina-owned social media agency based in northern New Jersey. Remi enjoys problem solving for businesses via social media and helping them tell their stories visually through content creation.
Remi shares her journey of growing up in a hardworking immigrant family, highlighting the sacrifices her parents made to ensure she and her brother received a solid education.
She talks to us about her transition from traditional graphic design to the dynamic world of digital content creation. She emphasizes the importance of maintaining a cohesive brand identity and the pitfalls of generic design choices. We discuss the creation and management of engaging social media content, the importance of audience interaction on platforms like LinkedIn and Instagram, and the benefits of identifying niches.
Remi highlights the strengths and skills required to succeed in this field, the importance of networking, and the role of a strong support system.
“Social media for business is certainly not an overnight success and you need to approach it with a long-term goal in mind and you need to really be targeting your audience and building a rapport and a relationship with your audience. How do you do that? It all takes time and most of my clients see success within the three-month mark, but true success, like the true consistency, comes from the six-month.” - Remi Leibovic
Key takeaways:
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Limited financial resources can be an incentive to step up your game. Remi shared how she was laid off from her temp job, was unable to collect unemployment, and had just $700 in her bank account. She took her father’s advice and attended a chamber of commerce meeting - and left with five graphic design clients!
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Having a corporate “day job” can ease the financial stress as you build your business. Remi developed her coding skills and landed her first corporate job that blended programming with design for legal paperwork. She continued to build her business while benefiting from the paycheck and benefits of her corporate job.
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When engaging on social media as a small business, it’s as important to engage with others as it is to post content. Among her services, Remi provides a social media package for small businesses, creating, scheduling and managing social media posts in their unique voice. She stressed the need to engage the audience by posting polls, responding to comments and replying to messages, rather than just “posting and ghosting.”
About the Guest:
Remi Leibovic, MCM., is the founder of RCL Media, a Woman/Latina owned Social Media Agency based in northern NJ. She has been growing RCL Media since 2020 and has been in business for four years. In addition, Remi is a recent graduate of Rutgers Newark’s Entrepreneurial Pioneers Program Cohort. She is Cuban, Argentinian, and was raised and still resides in Northern NJ. What she loves the most about running RCL Media is that she gets to meet new people and be creative in her own way each day. She gets to problem solve for business’s via social media and tell their stories visually through content creation. She holds a Masters of Communication Management (MCM) from Rutgers University with a focus in Digital Media. For the past three years she attended graduate school, worked full time, and ran the business. She is 100% self funded and mainly gained most of her clients through networking. As of March of last year, she transitioned into running the business full time and has been gaining new clients and partnerships ever since.
Website: https://rclmedia.net/
Linkedin: https://www.linkedin.com/in/remi-leibovic-rclmedia/
Instagram: https://www.instagram.com/rclmediaofficial/
Facebook: https://www.facebook.com/rclmediaofficial
Resources: Remi's coach, Lynn Roe, LSR Consultants
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Angela Wilson is an author, speaker and founder of Angela Unlimited. Angela assists women to tap into their inner courage, empower them to start living by their own story and the life they deserve, and have money become a tool in that life.
Angela shared her personal journey towards financial literacy and empowerment. Growing up in a household where money was a taboo topic, Angela navigated her early adult life facing generational differences in financial experiences. She overcame these obstacles and pursued a career in accounting despite discouragement, eventually starting her own practice focused on the nonprofit sector.
Angela discusses the importance of embracing all life experiences, learning to ask for help, and recognizing opportunities. She shares her strategies for staying positive and motivated, including saving uplifting messages from clients and creating a holistic "dream map" for her business. Angela's mission is to empower women, especially those in transitional phases of life, to achieve financial independence and live an "unlimited life."
“I assist mature women that are in what I call that season of transition. So you know, maybe the kids have left the house, Maybe you did just get divorced, maybe you just widowed, and it's really that transition and you're looking for something more, or where do I go from here? And you don't necessarily know how to how to get there, but you know there's something that you want to go after, and so I help them to tap into what do you really desire and what would your unlimited life look like?” - Angela Wilson
Key takeaways:
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Know that all your life experiences, good and bad, contribute to where you are today. Angela shared that when her relationship with her first husband ended, she was so insecure financially that she was not even sure if she could afford a latte! Though it was a very difficult time for her, she does not regret living through this, as well as other, tough periods because they brought her to where she is today.
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Learn how to ask for help. Angela was not used to asking for help from others. Yet she was able to make it through a difficult period in her life by, for the first time ever, asking for help from her friends.
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Recognize that things line up the way they’re supposed to line up. Angela’s friend recommended that she attend a workshop. Angela’s first reaction was that it was way too expensive for her. But when she realized that it was taking place the following week at a location twenty minutes from her home, and that the next one was a year away in a far away location, she decided to attend - and that was an opening for her.
About the guest:
Angela Wilson is an international best-selling author, captivating speaker, and founder of Angela Unlimited, dedicated to empowering women to live a life rich in every aspect. Her work and personal journey reflect a deep commitment to helping women to find their authentic voice, and to embrace an "Unlimited Life."
Website: www.angelaunlimited.com
Linkedin: https://www.linkedin.com/in/angela-wilson-036676a8/
Instagram: https://www.instagram.com/angelaunlimited/
Facebook: https://www.facebook.com/Angela-Unlimited-114708136845176
Free workbook: The Ten Steps to Creating the Path to Your Dreams
Book; Living Out Loud: Design Your Life of Unlimited Possibilities
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Get your free copy of Unlock Your Money Blocks Workbook: Your step-by-step guide to unlocking your blocks to financial freedom.
Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Dr. Christiane Schroeter, PhD, is founder and owner of Hello Happy Nest, providing mastermind, coaching and online wellness support for hundreds of female entrepreneurs in various countries. She is host of the top 1.5% global ranked podcast show Happy Healthy Hustle, and helps female business ownders optimize their health and mindset for peak productivity and confidence!
In this conversation, Christiane shares her early money-saving techniques from her German childhood as well as how she came to study in the U.S. through a Fulbright Scholarship. She talks about her transition from academia to entrepreneurship, and her unique approach to coaching women in achieving financial savviness and overall well-being.
Christiane imparts her personal philosophy, which values networking and authenticity in order to carve out a successful path in any field. Key takeaways of our conversation include the significance of community support, breaking down big goals into manageable practices, and the journey towards finding true success and happiness beyond traditional metrics.
“In my mastermind collective, as the name says, collective, I'm very much focusing on the community, on the connection and on the collaboration, the three Cs. So how can we have others that chime in that are at different points along the journey of reaching their goal, giving each other honest feedback but also sharing their own struggles? That's so important because you connect with others when you put yourself out there and you are showing your vulnerability.” - Dr. Christiane Schroeter
Key takeaways:
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If you’re considering it, go for it! Christiane encourages us to take messy action. Women tend to over prepare before moving forward, but actually only taking authentic, vulnerable, messy action can lead you toward your goals. In her own life, Christiane decided to apply for a Fulbright Scholarship in order to study in the United States, knowing that there were only 7 to 8 applicants from her home country of Germany that were accepted each year, because if you don’t apply you’re definitely not going to be accepted. And she was selected!
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Make yourself comfortable with being uncomfortable; that’s where the change happens. Christiane shared that, when she first arrived in the United States, it was very tiring to listen to a foreign language all day long. Yet she notes that it is at the intersection of comfort and challenge that the learning happens.
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Break down your big goals into small practices. Christiane calls the practice of looking at what you want to achieve and reducing overwhelm by breaking it down into smaller goals petite practices, using the French word for small. It may be hard to do when we first start but, by practicing it becomes a habit that we get better and better at.
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Connect with community. When you share your business ideas with those close to you, you might not necessarily receive honest feedback. Christiane calls it “the mom effect," when your husband tells you that your idea is amazing. Instead, Christiane encourages us to develop a community to both give you honest feedback and share the struggles they are going through, so that you don’t feel alone.
About the guest:
Dr. Christiane Schroeter is a Business & Wellness Coach known for her European flair. She helps women improve their health and confidence so they can show up for their life & business differently. Christiane has a Ph.D. in Health Economics and teaches Marketing, Innovation & Entrepreneurship. She earned multiple national and international teaching and publication awards. Most of her clients find Christiane through her Happy Healthy Hustle Podcast, ranked among the TOP 1.5% globally. Christiane creates a community on Instagram and YouTube, sharing how to nurture your health without the overwhelm.
Website: https://hellohappynest.com/
Linkedin: https://www.linkedin.com/in/christianeschroeter/
Instagram: https://www.instagram.com/hello.happy.nest/
Facebook: https://www.facebook.com/HelloHappyNest
YouTube: https://www.youtube.com/channel/UCZxExmwhF99BhpPuaEtSlDg
Podcast: Happy Healthy Hustle
Free resource: Weekly Planner
Email address: info@hellohappynest.com
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Ana Barreto is a Brazilian-American author, transformational teacher, coach, Feng Shui consultant and speaker. Her mission is to help women find their inner-compass to live a great life through inspirational self-help books, classes, coaching, energy management modalities, feng shui and mentoring programs. She believes that, by helping women, all those around them will find their lives improved.
Ana shares her journey from experiencing financial instability in Brazil, involving parental eviction and personal sacrifices, to her transformation into a leader in women's empowerment and financial independence. We discussed Ana's bold move from Brazil to New York, her climb up the corporate ladder, and her transition to a mission-driven focus on uplifting women.
Our conversation underscores the significance of women building confidence and taking action for personal and professional growth. Anna's work, through her Mind, Body, and Wisdom School for Women, aims to empower women through mindfulness, confidence building, and financial awareness. Ana's message resonates deeply with the idea that financial success is more than just numbers in a bank account; it's about living a life that echoes our deepest values and intentions.
“Nothing happens without women, and it's time for us to change the way we think, because it has been ingrained in us from generations. We can say, "oh, it's the man's fault, it's the man's fault," but a lot of the things are coming from ourselves. My boss or my coworkers never sabotage me, I sabotage myself. So it's time for us to change that and get this word out that: women, you can do more. You can be yourself. You don't have to adjust the way you lead to get what you are. There is a way, but there's two pieces that are missing. The confidence is one, and the other one is the action, taking the steps, because by sitting and complaining and worrying and being complacent where you are, nothing's going to happen. So that is what I really, really want to do.” - Ana Barreto
Key takeaways:
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Recognize the mission that is calling to you. Ana grew up in a very patriarchal society in Brazil. She shared that in her own family, her mother did not make any decisions without her father, including the color of the curtains and what dress to wear to church on Sunday. When Ana announced that she had been offered a well paid job at a hotel, she had to move out of her parents house in order to accept it, because her father forbade her to work there. As a result of this upbringing, Ana felt called to work on gender equality and women’s empowerment in the workplace.
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Confidence is a skill you can learn. Ana was instrumental in starting a program at her company that identified women leaders for promotion. The program began by helping women build their confidence; lack of confidence was often the #1 thing getting in the way of them getting ahead. The program helped the women build their interpersonal skills, since first impressions are so important, and then their confidence to make big decisions.
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Mindfulness is the secret ingredient missing in everything we do. Ana believes that mindfulness can help with time management, with leadership, basically with dealing with the many stressors in our lives. Scientific studies have shown that meditating just eight minutes a day can help us feel calmer and sense more congruence between our actions and feelings.
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Pay attention to your money. Ana shared that there was a time in her life when she ignored her money. She didn’t open her bills for months - she even found a check for over $5,000 that she had totally forgotten about!! She recommends knowing your net worth, the sum of your assets minus your liabilities, have a number in mind that you’re working towards, and know where your money is going.
About the guest:
Ana Barreto is a Brazilian-American author, transformational teacher, coach, feng shui consultant, and speaker dedicated to empowering women to find balance and fulfillment through mindfulness. She brings 35+ years of business experience with a bachelor's degree in business and an MBA.
After overcoming burnout and self-sabotage in her corporate career, Ana discovered her passion for guiding others towards greater purpose and joy. She is the founder of the Mind, Body & Wisdom School for Women, and her writing, motivational talks, meditations, and courses have been featured at Insight Time, Mind Bliss, Best Self, and others.
With over 20 years of studying Transformational Leadership and a dedicated focus on Women, Empowerment, and Mindfulness, Ana Barreto has published six books on personal growth topics for women, including her latest book Embrace Your Success: 8 Tool to Improve the Quality of Your Life.
"Embrace Your Success” is a powerful yet concise book that empowers women to unlock their full potential and release common behaviors holding them back. In this transformative work, Ana Barreto seamlessly blends timeless spiritual wisdom with modern psychology and practical strategies, delivering eight potent tools to revolutionize the way you think, feel, and act.
Website: www.ana-barreto.com
Linkedin: https://www.linkedin.com/in/ana-chaves-barreto-mba-92b7533/
Instagram: Instagram.com/ana1barreto
Facebook: Facebook.com/ana1barreto
Free resources: Find Clarity workbook
Free class: Bring Your Best Self Forward
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Julie DeLucca-Collins is a speaker, business coach and award-winning author dedicated to empowering entrepreneurs and leaders to build and grow successful businesses. Julie has a passion for helping women establish and expand their brands. She is certified in Tiny Habits, guiding individuals toward positive behavioral changes that lead to lasting success, and she's also a Thrive Global certified coach, providing holistic guidance to her clients whenever they need it.
Julie shares her personal financial journey, from the affluence of her family in El Salvador to the economic challenges faced when the war broke out and her family moved to Miami. She paints a vivid picture of how early experiences with money shaped her path to independence and success. She details the evolution of her career, from teaching in Virginia to impacting policy and fostering educational partnerships in New York, highlighting the role of mentorship as well as the personal evolution that paralleled her professional achievements.
Julie's story reflects broader themes of navigating life transitions, reclaiming financial autonomy, and crafting success on personal terms, underpinned by a commitment to lifelong learning and the empowerment of women to achieve their full potential. Her experience and advice offer valuable lessons for women looking to grow confidently in their careers.
“All of the women that I work with, the one thing that they have in common is that there's that piece of imposter syndrome. There's that piece of, not that they're not confident, because they are in some ways, but they need what we call a believing mirror. There's the concept of borrowing the belief of somebody else so that you can use that belief to start to build and get the evidence that you can do the thing. And once you have the evidence, it helps you build the confidence to keep going.” - Julie DeLucca-Colllins
Key takeaways:
- Develop multiple skills. Julie came from a family of educators, and assumed from an early age that she too would become a teacher. Her dad wanted her to have a secure financial future and so encouraged her to develop multiple skills in order to be more marketable. She interned with the agency for international development that her dad worked for, and so developed her writing skills by learning how to write grants.
- Prioritize your education, rather than working, in your formative years. Julie noted that her father, who was living abroad, provided her with some spending money when she was in high school. He recognized that it can be intoxicating when you first start to earn money, especially when you’re feeling financially insecure. Without some additional support, Julie might have prioritized working over learning.
- Don’t be afraid to set big goals for yourself. Julie remembers being at a national conference in Atlantic City for the company she was working for, and watching the awards ceremony for the managers of all the high performing centers in the network. She asked herself, and the company founders, “how do I get on the stage next year?” and by the end of that year her center had become one of the top performers!
- Relationships are key. According to Julie, building relationships has been key to her success. From growing relationships with important referral partners, to becoming a trusted advisor, Julie credits her alliance building with helping her get promoted, climb the corporate ladder, and ultimately to move on to a new company when the time was right.
About the Guest:
Julie DeLucca-Collins is a highly sought-after TEDx speaker, business coach, and award-winning author dedicated to empowering entrepreneurs and leaders to build and grow successful businesses.
With a passion for helping women establish and expand their brands, Julie has become a trusted advisor for many women. Certified in Tiny Habits, Julie leverages her expertise to guide individuals toward positive behavioral changes that lead to lasting success.
Her coaching expertise extends beyond this domain, as she is also a Thrive Global Certified coach, providing holistic guidance to her clients whenever they need it. Julie's impressive achievements include publishing her book in September 2021, quickly soaring to the top of multiple categories, earning the coveted #1 spot.
As a dynamic speaker, Julie has captivated audiences with her insightful talks and has been featured on prominent media outlets such as ABC, NBC, and FOX. Julie has spoken at many colleges and universities and delivered keynote presentations at national educational conferences, and leading companies across the US. She delivered her first TEDx Talk at the TEDx MellenStreet in November 2023.
Website: https://www.goconfidentlycoaching.com/
Linkedin: https://www.linkedin.com/in/goconfidentlyjulie/
Instagram: https://www.instagram.com/julie_deluccacollins/
Facebook: https://www.facebook.com/jdelucca
Email address: Julie@goconfidentlycoaching.com
Free resources
Julie's podcast: Casa DeConfidence
Julie's book: Confident You: Simple Habits to Live the Life You Imagined
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Leslie Kuster is a multiple seven figure ecommerce brand owner whose business Back From Bali offers women bohemian chic clothing ethically made in Bali. The success of Back from Bali affords Leslie the life of her dreams, and she is passionate about igniting and inspiring other women entrepreneurs to rise while they create the financial and personal freedom they crave. Leslie empowers women to live their true freedom by teaching them how to create a business that aligns with their deeper core values enabling women to work in a way that brings ease and flow into their daily lives so they can live truly fulfilled.
Leslie discusses her journey from being a silent observer of gendered financial roles to becoming a beacon of success and autonomy. As Leslie shares how she challenged the beliefs she created in childhood and significantly scaled her Bali clothing business from five figures to multiple millions in revenue, she emphasizes the importance of mindset shifts, focused effort, and the power of seeking mentorship.
Leslie now believes that it's never too late to redefine financial success, and shares strategies for prioritizing and taking action in business. The conversation underlines that financial freedom and success are deeply connected to one's beliefs and actions, encouraging listeners to challenge their money stories and pursue their financial goals fearlessly.
“I believed that having more money and focusing on money would make me a superficial person who wasn't spiritual. These were my beliefs and I started to go okay, so why do you think having more success is going to take away your freedom? And I started to write down in my journal things like: "More success, well, I won't have freedom." And then I changed it to: "I have more success and I have a lot of freedom; I have a lot of money and I'm a very giving, spiritual person." I started to change the mindset and this was what changed everything. And that was it. I was going in a whole new direction.” - Leslie Kuster
Key takeaways:
-You will never be alone. Leslie shared her decision to take some insurance money she had received, quit her job and travel alone to Bali. Though she was scared, her cousin Jennifer assured her that she would never be alone. When you travel with a girlfriend, when you travel with another partner, you're not as apt to meet other people. But when you're traveling alone, people come up to you, and you go up to others.
This is true for the entrepreneurial journey in general. Once you take the leap, you will be introduced to people and situations that you wouldn’t encounter otherwise.
-The knowledge of what you DON’T want to do can fuel your journey, in the absence of a vision of where you’re going. Leslie returned from her trip and decided to launch her business, importing children’s clothing from Indonesia to sell at street fairs. She acknowledges that she was brave, but to her the idea of going into a company again was worse than the fear of trying to make something new work.
-Once you have an idea, take action! So many of us think: I’ll do that eventually, after I put my website together, after I do this or that. Leslie attributes her success to her ability to see the big vision, break it down into the action steps needed and then make them happen. She also was very clear that she did not want to take on debt to fund her business. So she intentionally started small and grew the business over time.
-Recognize your money story and the impact it is having on your life. Leslie had a belief that more business success would take away her freedom, and that having more money would make her a superficial person who wasn't spiritual. She changed her mindset to: I have more success and I have a lot of freedom. I have a lot of money and I'm a very giving spiritual person. For Leslie, this change in mindset changed her business and her life.
About the Guest:
Leslie Kuster is the money and freedom guide for women entrepreneurs over 50 who also want to fall in love with life again.
Leslie's message is that "It's never too late" to create success, financial wealth, and a life of freedom. Leslie Kuster’s well-earned knowledge is born from experience. In her mid 50’s, she was able to ricochet her Back from Bali clothing business from 5 figures to multiple millions. She is now helping other women entrepreneurs of all ages realize their dreams and grow their businesses.
Leslie is the best-selling author of 7 Keys to 7 Figures: The Women Entrepreneurs' Guide to Money and Freedom.It provides women entrepreneurs seven master keys to unlock a successful, money-making business.
Website: www.lesliekuster.com
Linkedin: www.linkedin.com/in/lesliekuster
Instagram: www.instagram.com/lesliekusterofficial
Facebook: https://www.facebook.com/profile.php?id=100093979500773
Resources: Million Dollar Mindset Resources
Book: 7 Keys to 7 Figures: The Women Entrpreneur's Guide to Money and Freedom
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Rosa Lokaisingh is a seasoned consultant, mentor, and coach with 25 years of experience in the corporate and not-for-profit sectors. Rosa coaches entrepreneurs and professionals with getting clarity on their current status and who they have become, in order to get focused on their Future Self, with a clear Vision. Her clients walk away with a Roadmap so they can take the RIGHT Actions in order to follow a clear path for their desired Success!
Rosa shares memories of her early life in Trinidad and her journey through various career paths, highlighting her values around fairness, justice, and the joy of serving. She also shares insights into how she transitioned from corporate roles into entrepreneurship, driven by her calling to help professionals and executives navigate uncertainties and find fulfillment.
The episode touches on the importance of networking skills, adaptability, and integrating higher wisdom into career planning. Rosa's story exemplifies how aligning professional work with personal values contributes to a meaningful and impactful career, ultimately aimed at making the world a better place through individual talents and services.
“If I can career coach people to find the right career that's resonant with who they are, with their values and who they were meant to be in this world, then I am contributing to making the world a better place. So I must do this. It was as if I had no choice....as if my calling was I was chosen to do this. ” - Rosabelle Lokaisingh
Some takeaways:
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Notice the through line of roles in your life. As Rosa reflected on various roles she played in her life, she saw her values playing out consistently. Her values of fairness, of justice, of a desire to serve and excel and to take responsibility have always led her decisions and her actions. What she has learned about herself over the years is that if she’s going to choose to do something, she’s going to do it right.
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Use “other people’s money,” if possible, to develop the skills necessary to start your own business. When Rosa found herself in an office role that made her feel claustrophobic, she knew she had to have her own business one day but wasn't sure how she was going to do that and what business it was going to be. She decided to take a position in retail, and over eight years learned all that she could about customer service, operations, and employee management. Her passion for helping others live through their own talents led her to personnel placement and, eventually, to coaching.
-Remain adaptable to change. Rosa shared all her career twists and turns, from banking, to retail, to personnel placement, to teaching networking skills to skilled immigrants, to business innovation connector, to founding her own business as a breakthrough coach. Rosa shared that she loves a challenge and as a result has always been very adaptable. By the same token, when her employer lost funding and asked to move her back to a previous position, she said no. She couldn’t go back; it was and is important to her to always move forward.
About the Guest:
After 25 years of working in the corporate and not for profit sectors as a consultant, mentor, and coach for professionals in transition, Rosabelle Lokaisingh founded her own business, Connecting YOU, where she coached entrepreneurs on networking & connectivity skills.
Within the last 7 years, Rosabelle has expanded her services as a Breakthrough Coach for professionals and executives feeling uncertainty or low confidence at the loss of structure and identity, while transitioning from corporate into entrepreneurship.
After breakthrough coaching with Rosabelle, clients feel energized and inspired to get into action to deliver their services with joy, impact and influence for the right audience.
Book an exploratory call.
Website: https://connectingyou.ca
Linkedin: linkedin.com/in/rosabellelokaisingh
Instagram: https://www.instagram.com/rosalokaisingh
Facebook: https://www.facebook.com/rosa.lokaisingh
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Genevieve Piturro ia an inspirational TEDx speaker, OPRAH guest, 5x award winning/best selling author, and founder of the national organization, Pajama Program. Her expertise is empowering leaders to ignite their purpose and inspire their teams and teaching others how to listen to their hearts, embrace the human connection and lead with purpose. In addition to OPRAH, her work has been featured in The Today Show, Forbes, CNN, and The Wall Street Journal, and she rang the Nasdaq Stock Market Opening Bell in 2016!
Genevieve shares her journey from a successful television executive to founder of a non-profit organization. The discussion delves into Genevieve's early life and career ambitions, highlighting her drive to succeed in the radio and television business. In Genevieve's words, life in the entertainment industry was exciting, but it was a real workaholic life.
A pivotal moment occured when Genevieve, questioning her life's purpose in her mid-thirties, finds herself profoundly moved by the experience of reading to children in homeless shelters. This leads to the inception of the Pajama Program, aimed at providing comfort and care to children in need.
Genevieve narrates the challenges of venturing into this new path, including the financial sacrifices and societal pressures she faced, and emphasizes the fulfillment that comes from pursuing a heart-driven mission. The podcast encapsulates themes of finding one’s purpose, the importance of listening to one's heart, and redefining financial and personal success.
“I found myself in a quiet moment, hearing something that spoke to me, in me. I heard it in the depth of my heart, which I learned later was my heart. It wasn't a brain thought that we all have, and I had 24/7. It was a voice that asked me, if this is the next 30 years of your life, is this enough?” - Genevieve Piturro
Key takeaways:
-Decide what you want and go after it. After hosting a show on her college’s radio station,, Genevieve decided that she wanted to go into radio or television. So she woke up each morning, picked up her rotary phone while still in her pajamas, and called every number on the list of radio and tv stations that she had compiled. She was eventually offered a job at a radio station that was owned by Group W, which also owned a tv syndication company.
-Pursue projects that excite and motivate you. Genevieve was so motivated to find a position in radio and television that she was able to reframe the no’s she received during her job search as a challenge rather than as a rejection. And again, when working in PR, Genevieve was excited to call the press to get publicity for her company’s shows. She shared that she loved to see the articles come out and the positive reaction of readers to the stories.
-Be open to listening to your heart, and not just your head. Genevieve describes finding herself, in a quiet moment, hearing a voice speaking to her from the depths of her heart. This voice asked her: “if this is the next 30 years of your life, is it enough?” She was making money, but was she truly contributing? Whose life was she touching? That voice was the first step towards the decision that would ultimately change the trajectory of Genevieve’s life and lead to the founding of Pajama Program.
-Know that following your heart isn’t easy. Genevieve shared that she had to make some tough financial decisions when she left a successful career to found a national, non-profit organization. And she never regretted her decision; she says it has been the most rewarding thing she has ever done. She sees her mission now as being a cheerleader for individuals who are thinking of following their heart and making a change.
About the Guest:
Genevieve’s journey has taken her from a little girl's question in a homeless shelter to the Oprah show to boardrooms and stages across America. A successful TV executive, Genevieve dramatically changed the direction of her life and found her purpose when a 6-yr old girl’s question rocked her world and she jumped off the corporate ladder. In 2001 Piturro founded the hugely successful national organization, Pajama Program, and has written two books on purposeful leadership and launching a legacy.
Her 7x award-winning Amazon best seller, Purpose, Passion and Pajamas: How to Transform Your Life, Embrace the Human Connection and Lead with Meaning, debuted during the Covid shutdown to rave reviews as its message dovetails with our Nation’s interest in the Power of Purpose & The Human Connection. Genevieve’s second book, Purpose, Passion and Moxie: How to Lead the Way and Leave a Legacy, a workbook to help you start a nonprofit from scratch to success, was released in September 2023.
Website: https://www.genevievepiturro.com/
Linkedin: https://www.linkedin.com/in/genevievepiturro/
Instagram: www.instagram.com/genevievepiturro
Facebook: https://www.facebook.com/GenPiturro/
Free resource: What's Your Purpose - an Exercise in 4 steps
Book: Purpose, Passion and Pajamas: How to Transform Your Life, Embrace the Human Connection and Lead With Meaning
Stay connected:
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Katie Fasciano is a trained level four Seimei practitioner and author. Katie leads workshops for nonprofits and corporations as well as providing sessions to individuals, to help them relieve physical and emotional symptoms, both chronic and acute.
Katie shares her transformative journey following her daughter Elizabeth's cancer diagnosis. Katie discusses her upbringing, her conventional career path, and how it shifted drastically when faced with her daughter's illness.
She explains how she stumbled upon Seimei, a Japanese healing practice, which not only gave her hope but also steered her into a new career path. Katie's story highlights the power of inner knowing, the importance of community support, and the unexpected parallels between her past profession and her current role as a practitioner.
Katie's experience reveals how personal tragedies can redefine one's notion of success and lead to a life of purpose and healing.
“I didn't have time, in my opinion, to research this thing.... anything. So thankfully that friend told me: Seimei and I went that night to check it out. I walked into the room and I had this inner knowing I was home, and I felt enveloped in love in the room and I was like, wow, what is this?” - Katie Fasciano
Some takeaways:
-Learn to lean on your network. Katie shared that her life changed when her young daughter, Elizabeth, was diagnosed with cancer. Katie had always been self-reliant, paying her way through college, and at times working both a full AND part-time job. As a result of her daughter’s diagnosis, she became a full-time caregiver and had to learn to reach out to her network for both emotional as well as financial help.
-When you are researching new ideas, notice your inner knowing in addition to your outer knowing. After her daughter’s cancer came back a third time, Katie decided to see if there was something else out there that could complement the traditional medicine her daughter was receiving. She attended an open night to learn about Seimei, and immediately felt an inner knowing, a feeling of being enveloped by love upon walking into the room.
-Notice the parallels between roles you’ve played, and new roles you’re considering. Katie had been a CPA professionally for many years. She noted the parallel between the level of detail required for that role, and the level of detail required to be a Seimei practitioner. She also mentioned the similarities between Roman Catholicism, the religion she practices, and some rituals of Seimei, which is a Japanese way of healing.
About the Guest:
Katie is a trained Level IV Seimei practitioner. Her training took place in America and Japan, where she received the Awarding of Power Ceremony at the Houjyushu Houjyukai Temple in the Seimei headquarters, Saga, Japan. As a member of the Board of Directors and the Event Coordinator of the Seimei Foundation USA, Katie keeps herself very involved with the Seimei community. Katie has a private practice, “Seimei Healing”,** located in Westwood, NJ, where she works with her clients, both in-person and long-distance. She also offers Seimei demonstrations and workshops for her clients, organizations, and corporations. Katie continues to increase her knowledge of Seimei through classes and workshops held at the Seimei Foundation.
Website: www.seimeihealing.com
Linkedin: https://www.linkedin.com/katiefasciano
Instagram: www.Instagram.com/seimeihealing
Facebook: https://www.facebook.com/katiefasciano
Katie's book on Amazon: Never Give Up Hope: The Little Girl Who Changed The World
Interested in booking a free consultation? Schedule a call.
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information. financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Kirsten Graham and her partner started Six Figure Business Coaching to help busy entrepreneurs earn more and work less through outsourcing. Kirsten enjoys helping service-based business owners let go of things they don't need to be doing in their business, leverage technology, and earn the money that will provide the freedom and stability they are seeking.
Kirsten shares her journey from realizing the power of video marketing in her own real estate and mortgage career to helping business owners elevate their marketing strategies through outsourcing to the Philippines. Our discussion begins with Kirsten's personal financial challenges during her upbringing, notes her entrepreneurial spirit, and follows how she transitioned her skillset into coaching others on financial and business growth.
Kirsten's insights into the benefits of virtual assistants for small business marketing, the importance of creating standard operating procedures (SOPs), and the transformative impact of managing finances and outsourcing effectively are key highlights. The conversation also explores the value of mindful spending, consistent marketing efforts, and the importance of aligning one's efforts with their values to truly redefine financial success.
“It really taught me the power of video marketing because people would come into the office and they'd watched several of the videos and so they felt like they knew me even though I hadn't met them. So it was a really uncomfortable feeling at first, but that's when I really realized the power of video. When people see enough of your content, they hear your stories, they feel like they get to know you. So when they actually meet you, they're connected to you even though you're meeting them for the first time, and so that was really, really powerful” - Kirsten Graham
Key takeaways:
-Name what you love, and your unique abilities. Kirsten shared that one of her unique abilities is problem solving. She found herself naturally coaching other business owners who perhaps need someone to talk things out with, or maybe to challenge them about things they hadn't thought of. Kirsten also loves numbers, so found herself helping clients who struggle with their finances or business expenses.
-Translate what you’re doing for yourself into a business. Kirsten and her partner Jeanie started outsourcing some of their business support needs to the Philippines about 16 years ago, after finding that the cost of getting similar support from a domestic marketing agency was prohibitive. They decided to partner and help other people hire overseas because it's so affordable, especially for small business owners.
-Consider how you can help others learn from your mistakes. According to Kirsten, there is not a mistake with hiring that she and Jeanie didn't make, from getting taken advantage of by paying someone in advance to probably being the crappiest bosses on the planet. They started their business so that others could avoid making the same mistakes that they did.
About the Guest:
Kirsten Graham loves helping business owners create evergreen value-based video content that showcases their authority to build know, like, and trust. Knowing that time is our most valuable asset Kirsten and her team pair each client with a trained Marketing VA who takes care of video/audio editing, social media and email marketing. This frees them up to focus on making money!
Website: https://sixfigurebusinesscoaching.com/
Linkedin: https://www.linkedin.com/in/kirstengrahamsfbc/
Instagram: https://www.instagram.com/sfbizcoaching/
Facebook: https://www.facebook.com/kirsten.graham.3517
Free resource: Double Your Income with a Marketing VA
Interested in booking a free consultation? Schedule a call.
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Get your free copy of Unlock Your Money Blocks Workbook : Your step-by-step guide to unlocking your blocks to financial freedom.
Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Marlene McLarty is a certified professional coach and the founder of Inner Leadership Coaching. She partners with her clients to help them gain clarity, fulfillment and success on their own terms. She focuses on values, goals, intended impact and exploring new possibilities, while providing accountability and support each step of the way. She encourages her clients to connect to their truth, acknowledge their fears and see the humor in their humanity.
Marlene shares her history, from growing up in Kingston, Jamaica, to becoming a corporate attorney in New York City to finding her calling as an executive and personal coach. She discusses the importance of inner work, self-exploration, and the role of money as a resource rather than a measure of success. Marlene emphasizes the significance of liking who you are, what you do, and how you do it as her definition of success.
Throughout the conversation, Marlene and Laura explore themes of fulfillment, trusting oneself, creating a space for personal growth, and redefining what success means on a personal level. The dialogue also touches on spirituality, the impact of upbringing on one's career choices, and the ongoing journey of personal and professional development.
" I think of it as a space for exploration. That's all we're doing. We're exploring. Yes, we're going to set goals. Yes, I'm going to keep you accountable. Yes, we're probably going to go deep because that's the kind of coaching I do. And yes, sometimes it might feel uncomfortable and for sure it's going to be uncomfortable as you try new things. And yes, we're going to be questioning beliefs and your thinking and all of it." - Marlene McLarty
Some takeaways:
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There are no mistakes in life; don’t regret choices you made that seemed appropriate at the time but are no longer. Marlene worked for fifteen years as a corporate attorney before transitioning to become a leadership coach. She attributes her decision to go to law school to “lack of creativity on her part”; as a strong student she wasn’t aware of professional choices beyond becoming a doctor, an engineer or a lawyer. Still, she believes that everything she’s done has brought her to where she is now.
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A career is difficult to leave behind until it isn’t difficult to leave behind! In other words, you’ll make a change when the cost of staying is greater than the cost of leaving. After 15 years practicing law in various settings, Marlene didn’t feel fulfilled. After a member of her book club succumbed to cancer, she decided that life was too unpredictable to keep doing something that just wasn’t “it”. She began to explore what she wanted to be when she grew up - at the age of 39!
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Notice activities you enjoy doing that don’t have a paycheck attached. Marlene found that friends often came to her for advice, and to talk about what was going on for them personally and professionally. She began to recognize that she was naturally curious and enjoyed asking questions and connecting with people. It turns out she was coaching people without realizing it!
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Look within rather than outside yourself for answers. Marlene realized that she was often looking to others to help make decisions until she recognized that only she can know what is right for her. Maybe she has to reach out to gather more information but, ultimately, she had to learn to trust herself.
About the Guest:
Marlene is a certified professional coach and the founder of Inner Leadership Coaching. For over a decade she has been helping clients gain clarity, connect to their truth, build a career path and create a life that is fulfilling and meaningful to them.
She is a former corporate attorney, having worked for a variety of law firms in New York City before transitioning to executive and personal coaching. She brings her innate curiosity, analytical skills and abiding commitment to personal growth to her work as a coach, empowering and uplifting others on their journey of self-leadership and personal and professional development.
Marlene was educated at Stanford University and Columbia Law School and lives in Westchester County with her husband and two daughters who are both in college.
Website: www.marlenemclarty.com
Linkedin: www.linkedin.com/in/marlene-mclarty
Interested in booking a free consultation? Schedule a call.
Stay connected:
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Get your free copy of Unlock Your Money Blocks Workbook : Your step-by-step guide to unlocking your blocks to financial freedom.
Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Nicole Dupuis is a productivity and leadership coach who specializes in working with overwhelmed small business owners and entrepreneurs (and solopreneurs) to help develop their skills as a leader, take ownership of their schedule, and their business, look inward at what they want to achieve, and find structure, organization, excitement, joy and clarity in their lives and in their work.
Nicole shares her early career experiences in both the finance and non-profit sectors, her struggle with finding engagement in her work, and her transition into coaching. She emphasizes the importance of understanding what motivates us, the power of asking the right questions to find clarity, and the significance of recognizing small wins as successes.
Over the course of our conversation, Nicole addresses the practical aspects of starting a coaching business, including financial planning and the challenges of leaving a secure job for entrepreneurship. The conversation covers the benefits of coaching for individuals seeking to improve their productivity, leadership skills, and overall satisfaction with their career and life.
"To find clarity, it's really peeling back all the fluff, all the stuff ... all the, I think this is what I'm supposed to do, and this seems like what my boss wants, and I kind of like this job, or whatever, and it's getting to: what really lights you up? what gets you excited? what gets you motivated? A big topic lately, it seems, with clients is: people don't know what motivates (them). Is it money? Is it freedom? Is it flexibility? Is it a promotion?" Nicole Dupuis
Some takeaways:
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When you consider your skills, note those you take for granted. I asked Nicole what skills led to her being hired as a technology coach after graduating from college as a philosophy major. She noted her ease with different types of people, and her ability to put presentations together. She did NOT recognize that her comfort speaking in front of groups of people was another one of her skills. Instead, she took it for granted.
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When facing a career change, take the time to explore what it is you really want to do. Nicole left the corporate sector to work for a non-profit. Instead of being energized by the new position, however, she was burnt out by the emotional as well as physical demand of the job. So what did she do? She hopped to a similar company, taking a job with another non-profit, and then another, but she didn’t feel engaged with the work. It was only then that she began to explore what it is she really wanted.
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Keep your day job, if you can, when you first explore starting a business. Nicole was working as a coach and trainer for a financial firm, which enabled her to explore coaching and realize it was her “jam.” She received her coaching certification, and got her employer’s approval to take on some clients on the side before she was ready, financially and emotionally, to go out on her own.
About the guest:
Nicole is a Productivity & Leadership Coach who focuses her energy towards partnering with rising leaders and small business owners to take action on what truly matters. Nicole named her company, Find Clarity Here, because she believes that most roadblocks and obstacles are due to a lack of clarity. Whether it is a lack of clarity in vision, purpose, their why, or time and energy spent, Nicole helps her clients discover skill sets and tools to find and maintain that necessary clarity. With over nine years of experience, she has had the privilege of coaching professionals up to the C-Suite level at Fortune 100 Companies, as well as founders of female-owned businesses. In addition to being a certified coach, Nicole is a certified yoga instructor and a published author.
Website: https://www.findclarityhere.com
Linkedin: www.linkedin.com/in/nicole-dupuis-acc-b54948b
Instagram: https://www.instagram.com/findclarityhere/
Interested in booking a free consultation? Schedule a call.
Stay connected:
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Get your free copy of Unlock Your Money Blocks Workbook : Your step-by-step guide to unlocking your blocks to financial freedom.
Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Helen is the founder and chief storyteller at Helen Jonsen Media, offering media coaching and impact communications. She is on a mission to help the world be a better place. As a professional communicator, she has had a kaleidoscope career in media with decades of experience as a journalist, media coach, speaker, voice-over talent, writer, media relations pro, and strategist. Helen brings this depth of knowledge to leaders and organizations advocating for good.
Helen shared that from a young age she knew she wanted to be a journalist. She was a storyteller, who loved telling as well as listening to stories. She remembers growing up and being surrounded by news, whether it was the radio station her mom listened to, the newspaper her parents read cover-to-cover, or the six o'clock news with Walter Cronkite they watched together before dinner.
Helen witnessed the seismic shifts that took place in the media landscape, from the clacking of typewriters to the click of digital media. She navigated these shifts by persistently learning about the new evolving technologies, and adapting as necessary to the changes. Today, she coaches individuals and organizations to become stronger speakers, presenters, interviewees and advocates, and to to use media to amplify their message.
“I think what I enjoy most is the combination of talking, teaching, putting the words together, but also strengthening the position of other people, amplifying what they do and showing their missions so that we're building something good together. I like to sit in a room and hear about someone's backstory or about a mission and what it drives, and then I want to hear the stories that make that work, because it's the stories, the authentic, real stories, that resonate with other people.” - Helen Jonsen
Some takeaways:
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Always be learning. Helen was a journalist. She and her husband, a television cameraman, ran a video production business for corporations, nonprofits, and international news organizations who needed news coverage in America. As the media business changed with the growth of the internet, Helen knew that she had to keep learning whatever technology was around her. She needed to be aware of how the equipment the business used was changing, and what the changes meant to her and her husband, their business, and their clients.
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When your industry is changing, consider other things you could do professionally with your skills. Helen lived through the big layoffs that took place in digital media, which led her to consider using all her skills toward mission-driven work. As a result, she used her skills of writing, curiosity, willingness to learn and relationship building as well as her strategic and executive skills to work in the public sector providing communication.
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Know that the language you use can empower or disempower you. Helen works with clients and their stakeholders on basic communication skills, from how they answer the phone, to how they represent themselves in networking situations, to how they introduce colleagues and how they introduce themselves. All these interactions have an impact on how others perceive you, as well as on how you perceive yourself and your connection to the organization’s mission.
About the guest:
Helen Jonsen is the founder and chief storyteller at Helen Jonsen Media – offering media coaching and impact communications to organizations, leaders, and advocates on a mission to do good.
Her kaleidoscope career includes being head of public affairs communication for the NYC Economic Development Corp. and the Westchester County District Attorney. As a journalist, she held editorial roles at local, national, and international television networks and major publishers including Forbes and Bonnier. Helen has been published in many outlets and authored or contributed to several books. She is a public speaker on topics revolving around advocacy, communication skills, and life’s challenges.
Helen is a mom of four grown children, an American with an Aussie connection, a New Yorker, and a Hudson Valley resident.
Website: helenjonsen.com
Linkedin: https://www.linkedin.com/in/helenjonsen
Facebook: https://www.facebook.com/HelenJonsenHJMedia/
Interested in booking a free consultation? Schedule a call.
Stay connected:
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Get your free copy of Unlock Your Money Blocks Workbook : Your step-by-step guide to unlocking your blocks to financial freedom.
Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Ruchi Pinniger is the founder of Watch Her Prosper™, an organization dedicated to providing the financial mentorship, support and services that women-led service-based business owners need to succeed today. Sometimes called a “financial therapist” by her clients, Ruchi is committed to helping women business owners create prosperity on all levels — so that the passion and purpose they carry on the inside matches their bank account on the outside.
Ruchi shares her personal story of growing up with a single mother, the lessons she learned about money and happiness, and how her own experiences have shaped the holistic approach she now brings to her clients. She discusses her passion to aid women in understanding their financial numbers and become more successful and prosperous.
Ruchi knows the role that spirituality and mindset played in helping her to achieve professional success and prosperity, and highlights the need for each one of us to listen to our own intuition and overcome fear as we navigate life's inevitable transitions.
"This gift was a gift from the universe, allowing me to step back, allowing me not to be in the day to day grind and to really listen to the messages coming to me. And that was for me the biggest transformation, because when I started to listen to those messages and those gifts coming, I started to hear all these amazing, creative, talented women that talked about how they started businesses and now feel really overwhelmed by the numbers. They love what they do. They're passionate about it. They're great at it, but they have no idea about the numbers. They ignore them." - Ruchi Pinniger
Key takeaways:
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Notice the times when you are the most excited and happy. Ruchi, with the urging of her family, followed her mother into the finance industry. She worked first for an accounting firm, and then on Wall Street for 15 years. Yet she noticed that the moments that she was most excited and happy were when she was doing something with others, either as a mentee or mentor, or within the women’s network
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Listen to the messages coming to you. Ruchi noted the importance of working with a coach who encouraged her to step back, to not be in the day-to day grind and instead to really listen to the messages coming to her. As a result, she began to meet amazing, creative, talented women who started businesses, but were overwhelmed by the numbers and could use her help.
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Recognize when fear is holding you back. Ruchi was able to take a sabbatical from her corporate job on Wall Street, during which time she tried cake decorating, floral decorating, and volunteered for a non-profit. She enjoyed them all, yet, after the sabbatical ended, she found herself back in her corporate position! She recognizes now how the underlying fear of change, of not knowing, held her back.
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If you try something different and it doesn't work, just keep trusting. And, it’s never too late for a change. Ruchi decided to transition to a position in human resources, thinking that it would satisfy her desire to help people. Instead, it was a terrible experience; she was miserable. Ruchi is now living her mission, providing financial mentorship to women business owners, although she didn’t start this business until she was already in her 40’s.
About the guest:
Ruchi Pinniger is the Founder/CEO of Watch Her Prosper®, a sought-after small business financial guide and mentor, and author of the small business finance advice column Ask Ruchi. After close to 20 years in the corporate world, primarily on Wall Street, she was called to work with women to ensure they live their most prosperous lives.
Ruchi and her team at Watch Her Prosper take a holistic approach to working with their clients, providing financial guidance/business advisory, bookkeeping, and tax-time readiness, all with a twist of spirituality and mindset.
Her work has served hundreds of women and has been featured in Millie Magazine, Best Self Magazine, Seema Magazine, BBC.com and on SiriusXM Karen Hunter Show. She is based in New York City and lives with her husband and incredible teenage son.
Website: watchherprosper.com
Instagram: https://www.instagram.com/watchherprosper/
Free Resource: Journey to Prosperity workbook
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Kristin Tomlinson is a Clinical Nutritionist, Holistic Coach and Certified Big Leap Coach. Kristin's mission is to help you envision a healthier, authentic life by achieving your wellness goals; embrace transformation through nutrition and conscious choices, and address challenges and prioritizing self-care for holistic well-being.
Kristin shared her personal journey from yoga teacher to wellness coach, discussing how she faced uncomfortable truths about her sexuality and how she was guided by an internal unrest to find tools and practices to understand herself and make significant life changes. From yoga to nutrition, Kristen emphasizes the tie between emotional wellness and physical wellbeing.
Our discussion also features insights into her financial journey and how she overcame limited resources in her youth and managed financial obstacles during her divorce and the growth of her business. Kristen shares her perspective on money, revealing how she eventually started to see it as an 'energy exchange', interconnected with the idea of abundance and wellness. Finally, she elaborates on her current roles as a wellness coach and Big Leap coach, helping clients overcome obstacles and achieve their goals.
“I tend to resonate with menopausal and postmenopausal women because it is a very juicy time of life. Weight gain is usually what brings them to the door, but it's all of the other aspects of wellness and well-being that actually gets them to walk through the door, and that is managing stress, that is managing stories that we're telling ourselves, old stories, old personas that are fixed in place. So I'm now able to look at it from lots of different perspectives to help women figure out just who they want to be and where they want to go.” - Kristin Tomlinson
Key takeaways:
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When you begin to follow the stirrings of your heart, the universe will support you. Kristin felt an unrest and a stirring after the birth of her daughter; she felt like she was numb, just going through the motions. She found yoga and began to do some self-exploration, and realized that she had hidden from herself her whole life that she was gay. Once she embraced that fact, the universe, according to Kristin, “just laid out the whole plan” before her.
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When going through a big life transition, find a space, created by a community or a teacher, where you feel safe to explore. Kristin described finding yoga, a practice that helped her learn to self-regulate, and finding a gifted teacher and community to help her express what she was feeling, rather than pushing away emotions of sadness, anger and confusion.
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One thing always leads to the next, so just start where you are. Kristin studied and became a yoga teacher, teaching about eight classes a week at one point. She then began a wellness journey, which led her to massage school, which she loved, but didn’t feel quite right for her. That started her on the journey of nutrition and coaching, which led to her clinical nutrition certification, as she realized that food so often intersects with emotions and stress. Kristin recently became a Big Leap coach, incorporating new practices to help herself as well as others.
About the guest:
Kristin Tomlinson is a Clinical Nutritionist, Holistic Coach and Certified Big Leap Coach specializing in helping women transform their life and health through menopause and beyond. She has a 500-hour Clinical Nutrition certification and trained in a variety of holistic and integral coaching styles, most recently as a Certified Big Leap Coach through the Hendricks Foundation. She is a practitioner for Dr. Wendy Warner, an acknowledged expert in Integrative Functional Medicine. She’s been practicing and teaching yoga for over two decades and is a wife, mom, and lifelong learner.
Website: https://www.coachkristin9.com/
Linkedin: https://www.linkedin.com/in/kristin-tomlinson-76881142/
Instagram: www.instagram.com/coachkristin9
Email address: coach kristin9@gmail.com
Free Resource: How to Compose a Healthy Meal
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Katie Santoro founded River City Virtual Assistants in 2020 at the beginning of the global pandemic and at the end of a very long period of burnout.
When the weight of the world feels like it's resting on your shoulders, sometimes the bravest thing you can do is set it down. That's exactly what Katie Santoro, founder of River City Virtual Assistants, teaches us through her own story of overcoming burnout and reshaping her life's priorities.
Our discussion revolves around Katie's experiences navigating career paths, establishing boundaries at work, addressing burnout, and crafting a balanced life. Katie's entrepreneurial journey has led her to create a flexible, supportive work environment for her team and forge a path towards a world free from the stresses of burnout
“Our mission has evolved from keeping women in the workforce to crafting world free of burnout. So we help our team members do that by allowing them to balance their caretaking and work responsibilities, and then we help our clients do the same. So entrepreneurs, solo entrepreneurs they're trying to do it all. And we believe you shouldn't have to do it all and you don't have to do it all. So we help them craft a world free of burnout by matching with one of our assistants who has the skills that they need to help them take some things off their plate.” - Katie Santoro
Key takeaways:
- Before going on to graduate school, see if you will actually enjoy working in the profession you’re choosing to study. Katie had assumed that she would attend graduate school in order to improve her earnings power, and started “playing” with the idea of attending law school. She decided to work at a law firm and is so glad she did because, six months later, she realized that the culture was not for her. She figures she saved herself hundreds of thousands of dollars of tuition costs!
- Notice when you’re choosing the burnout. Katie described experiencing classic symptoms of burnout: gaining weight, skin breaking out, being exhausted but not sleeping. Upon further exploration, it became clear that that burnout wasn’t simply from working in an unfulfilling job. Instead, it came from having too much on her plate as she tried to find alignment by opening and managing a yoga studio while keeping her full time job! She had bought into the cultural message that she had to do it all!
- Take an inventory of your skills when considering a career pivot. Running a yoga studio was no longer enjoyable for Katie, to say the least, when the pandemic hit in 2020. So, Katie took an inventory of her skills. She had worked as a paralegal for a number of years. She had litigation experience, as well as a number of licenses and certifications on the insurance side. She put the word out that she was available to freelance, and what became River City Virtual Assistants snowballed from there!
About the Guest:
Katie Santoro is a burnout survivor on a mission to help others avoid the same by offering virtual assistance to business owners and busy professionals, while simultaneously creating employment for individuals who need flexibility in their work style in order to care for their families. In 2019, after a long period of burnout, Katie left her corporate job in the insurance industry to run her first business, a yoga studio. Next, came River City Virtual Assistants where she combined her years of experience in the legal and insurance industry, blended it with her experience running a small business, and began assisting clients as a freelancer.
Now, she and her team of trained virtual assistants assist clients in a wide array of industries with everything from basic admin tasks to content management and website building. River City Virtual Assistants is dedicated to providing reliable, consistent, and intelligent assistance to clients and is committed to providing meaningful employment to parents and caretakers within the USA.
Website: https://rivercity-va.com/
Linkedin: https://www.linkedin.com/in/katiesantoro/
Instagram: https://www.instagram.com/rivercity_va/
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Julia Babij is a self-described Career Purpose Path Finder and a Soft Skills Super Trainer. Julia believes that everyone has talent and no one is truly lost in their career. She provides guidance and inspiration to facilitate change, by using tools including resume and LinkedIn profile writing, interview preparation and good old fashioned LISTENING!
Julia shared her personal narrative, detailing her evolution from a blue-collar upbringing, to studying psychology and becoming a counselor, then transitioning to corporate trainer and on to her current role, as a career coach.
The personal skills that inform her work are empathy, active listening, and a love of helping people become their best selves. Julia has been a leader, a manager, a mentor and a team builder, and in each role her theme has been to help people see the strengths that they themselves are unable to see.
"I have a job to do when I'm working with people and it's: Do you feel safe enough to be open and share, and do you feel safe enough to say out loud what you want? Because I want to hear you say what you want. And at a certain point in my career, I realized that I had affected people over the course of time that I was like: I would like to do this on my own."- Julia Babij
Key takeaways:
- Before you make a large financial commitment, make sure it’s something you truly want to be doing. Julia was considering studying for her Masters in Counseling. Before she made the financial commitment towards her graduate education, she worked for 3 years with a non-profit that provided mental health counseling. She wanted to be certain that it was in a field that she was going to solidly choose as a long term career.
- Recognize how the skills you’ve developed in previous roles are applicable to your next position. According to Julia, active listening was a big part of her skill set as a counselor. She had to listen for tone of voice. She had to listen for what clients were asking - and what they weren’t asking! She had to explain a concept one way for one client , and then another way for a different client. Those principles, those soft skills, were transferable as she took on the new role of corporate trainer, and then to her current role as career coach.
- Your gut knows. Julia shared that one of her life goals is to follow her gut more. She described enjoying her years in a corporate training role, and then knowing in her gut that it was time to leave and go back to the nonprofit world, with good grace, pride, and the knowledge that she had contributed all that she could contribute. Julia listened to her gut again when, several years later, she left her leadership training role to start her own practice as a career coach and consultant.
About the guest:
A mentor. A soft skills trainer. A leader. A take-it-on, roll-up-your-sleeves and build-it-from-the-ground-up innovator. Julia been all of these and more in her career under the guidance of amazing mentors. Now it's her turn to find solutions and help YOU feel empowered to choose your career path. She believes everyone has talent and no one is truly lost in their career; perhaps they just need a little guidance and inspiration to see what they cannot see. That's where Julia the Purpose Geek comes in!
Website: https://www.yourpurposegeek.com
Linkedin: https://www.linkedin.com/in/purposegeek
Email address: julia@yourpurposegeek.com
YouTube channel: https://www.youtube.com/@coacheswellbeingkitchen
Schedule a free "get to know you" meeting: https://calendly.com/yourpurposegeek/30min
Interested in booking a free consultation? Schedule a call.
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Claire Brown Kohler is a transformative business coach and leadership trainer, who enjoys working with her clients to set goals, determine priorities and plan strategies. She brings 30+ years of executive level corporate business experience to her work, including growing her previous company to millions of dollars of sales, and managing hundreds of staff and volunteers. Claire empowers her clients to scale up with more direction and greater joy!
Claire shared that she grew up as the oldest of three sisters, with a father who had high expectations of her. He instilled a positive "operating system" within her, a "yesness" to life, which she retains to this day.
Claire graduated from college as an anthropology major. To her father's dismay, her first job was selling popcorn in a movie theater! She eventually ended up owning the movie theater and, together with her partner, expanding the company over several decades into catalog and online sales, retail stores, film festivals and film distribution. Claire's father was an early investor in the company and, as you might imagine, was quite proud of what she accomplished!
After selling the company to a strategic partner for millions of dollars in 2014, Claire found herself drawn to business coaching. As she describes it, she's never been more excited about what she's doing: working with business owners as their strategic partner, their thinking partner, their accountability coach and their cheerleader so they can build stronger organizations.
"I can honestly say all my clients are making more money. I can honestly say that the people that I coach in leadership improve their leadership skills and, and I'm passionate about helping people become better leaders, which starts with you. The hardest person to lead is yourself. So I really believe that you have to start looking at, whether you're leading yourself or you're leading a team of people, you really need to look at who you're being in life." Claire Brown Kohler
Key takeaways:
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Know the value of strategic relationships. One of Claire’s core principles is intentional relationships. She shared that she was introduced to the man who would later become her business partner by an usher at a movie theater, who recognized her after she saw the film Harold and Maude twice! This introduction led to a 33 year relationship that culminated in the successful sale of the company to a strategic partner.
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Recognize the power of working as a team. Claire still has tremendous admiration for the team she worked with for 33 years, noting it was devoid of politics, supportive and collaborative. Quoting the Entrepreneurial Operating System (“EOS”), Claire shared that she, as the Chief Operating Officer, was the integrator while the CEO was the visionary. In other words, everyone on a team has a unique role to play in the organization.
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Anticipate the future. Claire’s previous business evolved from a repertory cinema company to catalog and online sales, retail stores, film festivals and film distribution. The industry underwent a tremendous amount of technological change during this time. In her current coaching practice, Claire considers strategic planning to be a critical aspect of running a business and encourages her clients to stay current on shifts in their industry and to “begin with the end in mind.”
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We bring about what we visualize. Claire worked with a law of attraction coach in 2013 and attributes the successful sale of her former business in 2014 to her belief that abundance was possible. Coupled, of course, with the hard work that she and the CEO put in to make the sale happen. Claire shared the story of how she has helped clients achieve their visions.
About the guest:
Claire Brown Kohler is a Business Coach, Public Speaker, and Leadership Trainer. As the owner of We Empower Leaders, she focuses on guiding leaders and business owners to address themselves and their teams with empathy, insight, passion, and an inspired vision for the future. With over 30 years of executive-level corporate leadership and business experience, she inspires people to achieve more, earn more, and produce more – with intentionality. Her clients are business owners looking to take their business to the next level or struggling with challenges and changes. Her leadership training focuses on the importance of Personal Development, Emotional Intelligence, and Strategic Goal Setting.
Email address: claire@weempowerleaders.com
Facebook: https://www.facebook.com/WeEmpowerLeaders
LinkedIn: https://www.linkedin.com/in/clairebkohler/
Website: https://www.weempowerleaders.com/
Free resources: Goals and Vision Worksheet
Limiting Beliefs Worksheet
Reach out to Claire for a free consultation.
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
In this solo podcast episode, your host and financial advisor Laura Rotter guides you through an exercise to develop your personal money mission statement. Take a moment to be present and reflect, as we dive in together!
Step 1: Reflect
Start by thinking about the first three words that pop into your mind when you hear the word "money." Reflect on your own experiences and upbringing that might be shaping these associations.
Step 2: Start With Why
Identify and list your 3 to 5 core values that guide your life decisions.
Step 3: Set Your Goals
What financial goals do you want to set for 2024? They could be anything from reducing debt to a career change. Jot them down and see how they align with your chosen values.
Step 4: Envision Your Ideal Future
What are some of the things you would like to accomplish or experience in the future? Feel free to dream.
Step 5: Craft Your Personal Money Mission Statement
Use the template Laura provides in the podcast, not just set goals but set the right goals - things that inspire and fulfill you.
To conclude the episode, Laura Rotter shares some insights from her journey, like having a weekly money date and paying herself first. Dive into this money exercise with Laura to find more abundance in 2024!
Free resource: Investing Your Time and Energy
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Catherine Baker worked for many years in the fashion industry and then in e-commerce and digital marketing, before transitioning into the data science world. She's now a clinical data analyst with a specific interest in the healthcare industry, using data analytics to improve patient's experience and outcomes while reducing costs.
Catherine shared that she was raised in a suburb of Paris. Though she acknowledges that her family was well off financially, she places more value on her relationships with family and friends, and on her professional success.
According to Catherine, she had a long term love affair with the U.S. from a young age. Her father, though based in France, worked for U.S. companies and traveled frequently overseas, taking his family along on his business trips. Catherine was attracted to American culture, in particular the freedom and opportunity it seemed to offer.
Catherine's last job before she relocated to the States was in the biotech industry. After working many years in the fashion industry, and then in e-commerce and digital marketing, Catherine is now coming full circle as she transitions to a data analyst role in the healthcare industry.
“I was coming from marketing and there are a lot of data analytics or data science roles in marketing and this is actually something that I pushed out. I do not want to go back to that because I know the problems, I know the complexity, I know the environment and I wanted to do something new.” - Catherine Baker
Key takeaways:
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Allow what resonates with you to guide your decisions. Catherine describes herself as ambitious, always moving forward and wanting to succeed. Growing up in a suburb of Paris, she felt out of place. The American mentality of striving to be #1, and having the will to succeed aligned with who she felt herself to be, so she relocated to New York City when she was in her 20s.
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Take advantage of opportunities that come your way. Before relocating, Catherine had been working for a company that was bought out by a large Swiss pharmaceutical company. This led to her receiving a nice severance check, which she took advantage of. She did the calculation and said to herself: “Let’s go! Let’s do it! I can do it!”
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Connect the dots between the skills you have and the roles you’re pursuing. Catherine was a graduate of FIT, the Fashion Institute of Technology, and worked in fashion, so her transition to become a data analyst was not intuitive. Catherine noted that, working in fashion, she was following trends, looking at colors, similar to how data is visualized through use of graphing programs. She has chosen to specialize in healthcare because she is drawn to helping people feel better, just as she helped people feel and look better with fashion.
About the guest:
With over four years of experience in data analysis and reporting, Catherine is passionate about finding solutions and improving the customer's experience while reducing costs. She has a strong background in marketing data analytics, having worked in the fashion and wellness industries for over a decade. She developed data programming skills and specialized in healthcare IT since 2020, obtaining multiple certifications in data science, math, business metrics, and SQL. She is interested in exploring different areas of healthcare data, such as population health, biotechnology, and genomics, and applying her skills to support value-based healthcare models and patient-centric care.
Linkedin: https://www.linkedin.com/in/cdcbaker/
Email: cdacruzbaker@gmail.com
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Teri Bach is a certified Tapping into Wealth coach. She helps professional women earn more, increase levels of confidence and inject their businesses and careers with passion.
Teri shares her personal journey, which began as a child of Depression-era parents in Fargo, North Dakota. Her parent's scarcity money mindset affected her so much that it took her a while before she would go to a "real" store to buy clothes, rather than a thrift shop.
Teri discusses her professional transition from psychotherapist to money coach, revealing how her own experiences and her eclectic career path led her to develop a unique approach to financial coaching. She shares the techniques such as EFT tapping and Matrix Reimprinting which she uses in her coaching program, which focuses on addressing and transforming ingrained financial patterns and limiting beliefs.
Teri is passionate about her mission to empower women, particularly those who find themselves repeatedly struggling with debt, by helping them understand their subconscious patterns and redefine financial success. Teri aims to uplift and guide women towards a more empowered and fulfilling relationship with money.
“It's looking at how your parents talked about money, how your parents were with money. So it's a visualization, getting that person back to when they were like six years old, so they can really hear and see their parents in this visualization, and so a lot of stuff comes out of that particular exercise. And then we're doing tapping to change the emotions that came up, the limiting beliefs that came up, all of that kind of stuff.” - Teri Bach
Key takeaways:
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Consider work that leverages your life experience. Teri shared that she and her brother were adopted. She had the experience of working with therapists who didn't seem to get her. They couldn't distinguish between what was an adoption issue and what was a relationship issue. She became a therapist herself and heard from other adoptees at conferences that they had had the same experience. She decided to focus her practice on adoptees, knowing that she fully understood their feelings.
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Understand what is truly important to you in your life and go do it. Teri noted that of course, it's important to have adequate financial resources to do things that you want to do, but be sure that ultimately, you are living the life you want to live. A couple of years ago, she felt that something was missing in her life, and what was missing was she had stopped traveling, which had been so important to her. She now has a travel business on the side so she can earn money to travel and work from wherever.
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Notice your patterns and limiting beliefs as a necessary step to changing them. Teri specializes in working with professional women who find themselves in debt repeatedly, very often due to patterns that were created at a very young age. Teri works with her clients to figure out the limiting beliefs that are keeping them stuck and then uses exercises and visualizations to help clear these patterns.
About the Guest:
Teri Bach was a psychotherapist for 27 years. As a certified Tapping Into Wealth coach, she now coaches professional women who want to earn more in their businesses by helping them change the beliefs they have about money. When clients work with Teri, they are able to earn unexpected income, stop getting into debt repeatedly, get new clients or sales and have increased levels of confidence and motivation. She helps professional women get their passion and excitement back into their businesses and careers.
Website: http://www.coachteribach.com
Linkedin: https://www.linkedin.com/in/teribach/
Facebook: https://www.facebook.com/teri.bach.79
Email address: Teri@untappedpotentialcoaching.com
Worksheet: 7 Steps to Get Out of Debt When Nothing Else Has Worked
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Martha Legare is a behavioral scientist, an MBA, PMP, CMP, ACE & EMCC Coach, and a consultant with deep expertise in project management and organization change. Martha formed a startup with 2 partners before it was trendy (they are still friends), and then managed a manufacturing plant in California. For the last 20 years, she's been consulting and coaching, leading projects, and helping clients manage organizational change.
Martha shared that she grew up on a dairy farm in Virginia, and was aware that her family had had a lot of money, and then lost it due to bad investments. This experience taught her about financial resilience, long before she stepped into the boardroom.
Having come from a family of entrpreneurs, Martha never held a traditional corporate job. Her skills, confidence and optimism accompanied her throughout her journey from business owner, to general manager of a manufacturing plant to her role today as a corporate consultant and executive leadership coach.
“I think failure is a major learning point, that if you're successful at first, then you don't understand the impact of things going wrong and that makes you less likely to be successful the second time. If you fail at first, then you know you have to do some kind of work around or you have to change the scope of where you're headed” - Martha Legare
Key takeaways:
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Know that failure is a major learning point. As Martha notes, when you’re an entrepreneur you’re not going to progress without taking risks that can result in failure. If you’re successful at first, then you don’t understand the impact of things going wrong. If you fail at first, then you know you have to do some kind of work around or you have to change the scope of where you're headed.
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People who are lucky are the ones who are just open, who don’t have preconceptions. Martha shared how she was in California on vacation and, while she was at a cocktail party, learned about a position that was open for a general manager which led to her next role. She considers herself a lucky person, and attributes that to being open, as well as being skilled in pattern recognition.
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Start saving early. Looking back, the biggest thing that Martha would change is to start saving early; she didn’t really think about saving until she hit the age of 40. She’s been fortunate that her earnings are strong enough that she has been able to save money and pay down debt, though she started at a relatively mature age.
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Know how to ask for help. Recognize that asking for help is a skill we need to learn, and that it is a strength, not a weakness. Martha noted that after 9/11 was a difficult time for her emotionally as well as financially. She reached out for help, which she says is a real strength, and knowing when you need it and asking early is an even greater strength.
About the guest:
Martha Legare is a behavioral scientist - which simply means she is very curious about how people act and what motivates them. Martha formed a startup with 2 partners years before it was trendy, (they are still friends), then managed a manufacturing plant in California. For the last 20 years, she’s been consulting and coaching, leading projects and helping clients manage organization change.
Website: https://www.ganttgroup.com/
Linkedin: https://www.linkedin.com/in/marthalegare/
Facebook: https://www.facebook.com/GanttGroup
Email address: Legare@ganttgrpoup.com
Interested in booking a free consultation? Schedule a call.
Stay connected:
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Get your free copy of Unlock Your Money Blocks Workbook : Your step-by-step guide to unlocking your blocks to financial freedom.
Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Naomi Vladeck is a certified life coach devoted to advancing the work of independent artists and creatives through her company, Creativity Matters Coaching. Naomi is skilled at cultivating authentic connections, championing individual creativity, and navigating life's changes and transitions to help her clients make choices that empower them to live a fully expressed creative life.
Born into a family where her father was a physician and her mother and siblings were artists, Naomi unveils how this blend guided her career trajectory and influenced her understanding of money. She shares how fear can be a roadblock to embracing change, and takes us through her courageous financial decisions during the pandemic that taught her the true definition of success.
Naomi talks about the importance of community, wrestling with imposter syndrome, and continuing on the path of self-discovery.
"When we face the blankness ahead of us, we have an opportunity because we enter into a transitional period where our creativity is available to us in a different way because nothing is known. Nothing is for sure. Nothing is certain. So it's not that you have to be an artist to be creative during change and transition. It's that the inherent space that opens up has a function and that function is creative." - Naomi Vladek
Key takeaways:
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You can rewrite your story. Naomi grew up accepting the narrative that, from among her siblings, she was NOT the risk taker, and that she was anxious around money and numbers. She questioned that story and recognized that she has made unconventional choices in her life, including studying Japanese theater, and that she has gone on to become a fundraiser for a career and managed many budgets and spreadsheets over her lifetime.
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Recognize that change is inherently creative. Naomi didn’t intentionally seek out change in her life. She did not think of herself as someone who could tolerate confusion and uncertainty. And yet, as she reflects on her life’s journey, she recognizes that she absolutely values the meandering or zigzagging path of creative living, and that she has been braver than she would have anticipated. The zigzagging path, as she puts it, is where we can choose to become the agents in our own life. We. It's not just that things happen to us. It's not just that change happens from the outside, but that we have the power to be the creators of our own life.
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Find your community. Naomi shared her experience of attending a performing arts camp when she was 16 years old and finding her people, where the sorts of people who didn’t fit in elsewhere fit in. Finding a community is important to help us find a safe space, to test old assumptions and beliefs we have that may make us feel vulnerable.
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Know that the creative process relies on failure. Culturally, we are taught to abhor failure. We think that failure is a dead end or bankruptcy, and can make us feel worthless. But the truth is just the opposite: the creative process relies on failure; innovation relies on failure.
About the guest:
Naomi Vladeck is a certified life coach devoted to advancing the work of independent artists and creatives through her company Creativity Matters Coaching. Naomi has been working with and around independent artists for thirty years as a performer, planner, as a non-profit founder and coach.
The experience of her husband’s alcoholism and death led to her writing debut: Braving Creativity, Artists Who Turn the Scary, Messy, Thrilling Path of Change into Courageous Transformation.
Naomi is available for workshops, podcasts, speaking events.
Website: www.creativitymatterscoaching.com
Email address: naomivladeck@gmail.com
Instagram: https://www.instagram.com/creativitymatterscoaching/
Facebook: https://www.facebook.com/naomi.vladeck
LinkedIn: https://www.linkedin.com/in/naomi-vladeck/
Resources: Braving Creativity: Artists Who Turn the Scary, Thrilling, Messy Path of Change into Courageous Transformation
5 Ways to Crush Resistance and Create Your Art with Confidence and Courage
Creative Mornings
Creator Institute
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Monique de la Cour has been a personal trainer and health coach for the past 19+ years. Monique helps improve the balance, strength and health of women over 50 who worry about osteoporosis and are afraid of falling. She helps her clients regain confidence and energy in a safe manner so that they may continue their active lifestyle.
In our discussion, Monique breaks down her process when working with clients for an assessment, particularly focusing on balance and strength. We learn about the importance to Monique of setting sub-goals and creating a program unique to each individual client that evolves as the client evolves.
Monique trained with the CHEK Institute as a Certified Holistic Exercise Specialist, giving her the tools to integrate modalities into her work that highlight the crucial role of core muscles in preventing injuries along the spine. She notes how balance is related to factors like menopause, chronic diseases, medication use, and vision changes.
Monique offers insight into the importance of prioritizing health and well-being as we age, and touches on the topic of body image and how it can shift with age, emphasizing the importance of being happy and healthy in one's own skin.
"That was really the place where I learned to take a holistic point of view of how people move and live, so you take into account not only the physicality, but also the emotions, the hormones, maybe even the spiritual side. All these processes have an effect on how you move through life." - Monique de la Cour
Key takeaways:
- Always be learning. Since graduating from school, Monique worked in disparate roles in various countries, from au pair and tour guide in Paris, to assistant manager for Heineken in the Netherlands, to working for Ernst and Young and Lalique in New York, and then a small private bank in New Jersey, before becoming a certified health and wellness coach and moving to New Orleans! The through line in all these roles is her love of learning - about new people, new products and new situations.
- If you’re experiencing pain in your body, recognize that the cause may not only be physical. When Monique works with a client, she always starts by doing an assessment. She of course takes into account what is taking place physically, in terms of pain or balance issues. Just as importantly, she explores what may be going on emotionally, what is going on hormonally, and what is taking place spiritually. As she points out, all these processes affect how we move through life.
- When helping others, listen for the need that lies beneath what they think they need! Monique noted that often people come to her because they would like to lose weight. However, looks are not what is going to extend their health span. The ability to have balance, to stand upright, is what is going to make a huge difference in their quality of life and their ability to remain free of injury and pain.
About the guest:
Growing up in the Netherlands, Monique de la Cour was an active child with endless energy. In fact, she loved physical fitness so much that she became a personal trainer and health coach.
For the past 19 years Monique has helped improve the balance, strength and health of women over 50, who worry about osteoporosis and are afraid of falling.
With patience and empathy, Monique helps clients regain confidence and energy in a safe manner so that they may continue their active lifestyles.
After overcoming her own health issues, Monique recently moved to New Orleans, where she indulges her love of live music and is searching for the best-tasting gumbo.
Website: moniquedelacourhealthandfitness.com
Email address: monique@moniquedelacourhealthandfitness.com
Facebook: https://www.facebook.com/moniquedelacourhealthandfitness
LinkedIn: https://www.linkedin.com/in/moniquedelacourhealthandfitness/
Free resource: Balance Assessment
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Dr. Rasheda Weaver is the founder of Weaver's Social Enterprise Directory and a leading expert on social entrepreneurship. She was the first Assistant Professor for the Hynes Institute for Entrepreneurship and Innovation at Iona University in 2017. Dr. Weaver's book, "Social Entrepreneurship: a Practical Introduction," is a seminal work in the field of social entrepreneurship.
Dr. Weaver's shared her story of growing up as a first generation American, a daughter of Jamaican parents who are each half Cuban and half Jamaican. Rasheda's family had limited financial means but a limitless belief in opportunity.
In our conversation, Rasheda walked us through her journey from attending a business high school in Manhattan, to participating in a summer program, Youth About Business, at Columbia University, to studying psychology in college, to writing her PhD thesis on social entrepreneurship, to helping Iona University launch a $15 million Institute for Entrepreneurship and Innovation.
"Accomplishments aren't everything. Awards aren't everything. Degrees aren't everything. Even marriage (isn't everything). I think more than anything, you have to be happy and be able to sleep at night with your decisions and have a fulfilled life. And so you could look like you have it all to everyone else. But if you are not happy with it inside your heart, it doesn't really matter; it's not good for you. And you have to listen to what's happening in your soul and your spirit." Dr. Rasheda Weaver
Key takeaways:
- You might have crazy ideas, but maybe they can come true. Rasheda remembers being 6 years old, and sitting on her stoop in the Bronx, and having what felt like an epiphany that she and her family did not have to live the way they were living, that it was actually a choice to accept the status quo.
When she was 14, she made a conscious decision NOT to attend high school locally. Instead, she enrolled in a business high school, located in the Murray Hill section of Manhattan, so that she could learn to be an entrepreneur and how to earn money.
It was on her walk to school along Park Avenue, which she refers to as her “happy place”, that she would look up at all the skyscrapers and think that it must have seemed insane to build a skyscraper when someone first thought of it. What a crazy idea!! Yet crazy ideas can come true!
- If you can’t find what you’re looking for, create it yourself. Rasheda grew up in the Bronx, surrounded by immigrants who were struggling to make ends meet. She became interested in creating a business that had a social impact, where she could hire immigrants and provide a sustainable wage for people and to help them gain the skills that they needed.
She discovered that there was a field called social entrepreneurship but when she went to learn more about it she discovered that there was very little information available. Rasheda decided, during her PhD program, to do a large scale case study of social enterprises throughout the United States.
She created a database of over 1,000 entities, answering questions like: How do they make money? Where do they get their money from? Where do they get their startup financing from? How are they doing good? These answers and others she published in her book, Social Entrepreneurship, A Practical Introduction.
- Ask for what you need. Rasheda was accepted into her PhD program but the acceptance did NOT include funding. Her mother had taught her that this is the land of opportunity, so she reached out to her department chair and, after advocating for herself, the university found the money for her to be able to attend. Rasheda had a belief in herself, and that she was worth investing in.
About the guest:
Dr. Rasheda L. Weaver is a global expert on social entrepreneurship. In 2023, she joined the Global African Descent Social Entrepreneurship Network sponsored by the Biden-Harris Administration. She conducted the first large-scale empirical study on the social, economic, and legal activities of social enterprises in the U.S. and is the Founder of Weaver's Social Enterprise Directory. She was the first Assistant Professor for the Hynes Institute for Entrepreneurship and Innovation at Iona University in 2017. Dr. Weaver’s book “Social Entrepreneurship: A Practical Introduction” is a seminal work in the field of social entrepreneurship.
Website: http://www.socialenterprisedirectory.com/
Linkedin: https://www.linkedin.com/in/rasheda-weaver-phd-1a842b1a4/
Instagram: https://www.instagram.com/socialenterprisedirectory/
Resources: Social Enterprise Bootcamp
Email address: rweaver@socialenterprisedirectory.com
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Charissa Yong, founder of Charissa H. Yong Photography, LLC, understands the importance of building a personal brand that tells your story as a professional that people want to do business with. She loves to help service-based entrepreneurs who are ready to stand out in the crowded online world.
Charissa was raised by her grandparents in Malaysia, and moved to the United States after her grandparents passed away, to New Jersey, when she was sixteen years old. Though she was a creative person, Charissa chose to get a degree in computer science as a path to financial stability.
After working 11 years in the corporate world as a software test engineer and the 3-hour daily commute, she was burned out. She knew she had to leave the job to find something that was more creative and meaningful. In 2018, she left corporate America and decided to start her photography business.
"So I've been changing myself, trying to fit in from 6th grade all the way to college and even a little bit during the time when I was in corporate. And it's exhausting, it's just exhausting. And I'm so glad I got the opportunity to do this business because this business not only teaches me about being authentic, just showing up as yourself, stop being a people pleaser, stop saying yes to everything, learning about burnout. All of these opportunities, I don't think they would come up if I stayed at a corporate job." - Charissa Yong
Key takeaways:
- Get comfortable asking for help. Towards the end of her corporate job, Charissa was grumpy, tired and stressed, and probably fighting some kind of post-partum blues. She remembers her gynecologist telling her that she was not a supermom; that she needed help, and needed to ask for it. She reached out to her mom, who was able to help Charissa out for a couple of hours each week.
Charissa was also lucky in that a friend of a colleague of hers introduced her to a wedding photographer, who became an important mentor to her. She taught her how to use flash, how to shoot a different way, about the business, and about editing.
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Be sure to create a realistic runway, if you’re contemplating starting a business. Charissa had heard that most businesses fail within the first two years. Charissa expected to earn no, or very little money in the first year of her photography business. She gave herself that first year to learn, and to do a lot of free shoots to build her portfolio.
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Let go of perfectionism. When Charissa first started her business, she realized that, if she allowed herself, she could spend hours and hours editing and tweaking her photos. It was her mentor who gave her an important message: “when you’re done editing - you’re done.” Otherwise, you can find yourself spending weeks editing your photos.
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Network, network, network. At the end of her first year in business, Charissa began to do a lot more networking. That is how she began to learn about personal branding as a niche, which helped her to build confidence and to show up in a more authentic way .
About the guest:
Charissa H. Yong is a New Jersey based photographer who creates eye-catching brand photos for service-based business owners to help them tell their stories confidently and authentically so they can attract their ideal clients and grow their businesses.
Email address: charissa@charissahyongphotography.com
Website: https://charissahyongphotography.com/
Facebook: www.facebook.com/charissahyongphotography
Linkedin: https://www.linkedin.com/in/charissahyong
Instagram: http://www.instagram.com/charissahyongphotography
Free resources: https://charissahyongphotography.com/links
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Samantha Santaniello is a CPA and partner at RSK Tax and Consulting, bringing a wealth of knowledge and expertise in accounting and financial reporting to her work with clients. She serves as a financial coach for female entrepreneurs and professionals, helping them to build wealth on their own terms.
Samantha shared that she grew up in a second generation immigrant family that distrusted banks and stashed money under the mattress! She and her sister were determined not to repeat the mistakes that their parents made, and instead to build wealth by growing their financial knowledge.
Samantha's mom encouraged her and her sister, both CPAs, to start a business together. When her mom passed seven years ago, Samantha decided to follow her advice and to start her own firm, with her sister contributing on a part time basis. Samantha acknowledges that being an entrepreneur is the hardest thing she's ever done, but also the most rewarding. She loves the flexibility in addition to doing what she loves, helping others achieve financial freedom.
"I'm a person that I'd rather make a decision, and if I make a wrong decision, I learn from it rather than not make a decision at all. I don't hesitate. I just go with it." - Samantha Santaniello
Key Takeaways:
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When going out on your own, start small and keep your full time job, if you can. Samantha and her sister were both CPAs, and their mom encouraged them to consider starting their own firm. When they decided to take her advice, Samantha kept her full time job with Montefiore Medical Center and worked nights on her own clients. She is now full time with RSK Tax and Consulting; her sister still retains a position with an outside employer.
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Work with clients where you can truly add value, and who support you and your mission. Samantha’s niche is real estate investors, small business owners. Samantha is a real estate investor herself, so is able to bring both her expertise and experience from a tax perspective, as well as knowing what to focus on from the beginning to the end of transactions for her clients.
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Know where your money stands. So many women delegate responsibility for their money to their spouses or partners, and then when something happens, they have no idea where they stand financially. Samantha recognized how important it was for her to take charge, understand where her money was going, and to become financially savvy, and advocates the same for other women.
About the Guest:
Samantha Santaniello is a CPA and partner at RSK Tax and Consulting LLC, a women-owned tax and consulting business dedicated to helping business owners and real estate investors optimize their tax savings. Their mission is to empower our clients to reinvest in the future of their businesses and families. They understand that starting a business requires significant sacrifices, and believe that proper financial management is key to scaling, growing, and living out your dreams.
At RSK, they recognize that your finances are the brain of your business - without effective management, it cannot sustain itself. That's why they offer comprehensive support, addressing all aspects of finances and tax. By relieving their clients of the stress associated with financial matters, they enable their clients to focus on their passions and core business operations.
They firmly believe that success is not solely measured by how much you make, but by how much you keep. With their expertise in tax optimization, they help their clients maximize savings and retain more of their hard-earned money. By having a solid financial foundation in place, businesses can continue to thrive and achieve long-term success.
Visit them at: www.rsktax.com
Email address: ssantaniello@rsktax.com
Instagram account: https://www.instagram.com/RSK_tax
Resource mentioned: The Entrepreneurs Guide to Business and Personal Finance
Bigger Pockets
Tiller
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Rabbi Sheila Peltz Weinberg served as a congregational rabbi for seventeen years and is well known as a teacher of mindfulness meditation to rabbis, Jewish professionals and lay people as a co-founder of the Institute for Jewish Spirituality. She's the author of several books , including Surprisingly Happy, God loves the Stranger and Let Us All Breathe Together, and has published widely on such topics as feminism, spiritual direction, parenting, social justice and mindfulness from a Jewish perspective.
Raised in New York by storekeeper parents, Sheila's story is that of a spiritual seeker growing up in the '50s and '60s. Sheila shares how her journey took her from the Peace Corps, to living in Israel, to attending rabbinical school, to serving as a pulpit rabbi and ultimately to co-founding the Institute of Jewish Spirituality. Not one to shy away from the rawness of life, Sheila opens up about her battle with addiction, her path to sobriety, and the priceless joy of finding her spiritual home.
"I really didn't have an external idea of success. I wasn't like an ambitious child or I don't think I've ever been ambitious or that I've even longed for (something). To me, success is only about values. It's only about holding up what is wholesome, what is loving, what is just, and healing the places of brokenness. That's the only thing I can think of as any success that I would want to participate in."- Rabbi Sheila Peltz Weinberg
Key takeaways:
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Hold onto your dreams, even when they are delayed. Sheila described a deep knowing that she was meant to become a rabbi. However, as a single mom, she needed to work and took a job working for Hillel on a college campus instead. Though it took six years from the time she decided to become a rabbi until she actually enrolled in rabbinical school, she eventually did it while continuing her work with Hillel part-time.
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When you need help, reach out and seek the help. Sheila had begun drinking to cope with the stress in her life. She recognized that her relationship with alcohol had gotten out of control. It had kept her together for a while until it stopped working. She started to go to AA meetings and found that an unexpected benefit was a completely renewed sense of spiritual life on a profound level.
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Be open to guidance from the universe. Sheila's friends from her women's circle told her about an opening for a rabbi in Amherst, Massachusetts. The head of the search committee of that synagogue pointed out to her that the Jewish community of Amherst is midway between two of the premier spiritual centers, Kripalu and Insight Meditation. To any other candidate, this information would have meant nothing. To Sheila, this information was fantastic and was the beginning of her journey to the next stage of her life, integrating Buddhist philosophy with Jewish practice.
About the guest:
Rabbi Sheila Peltz Weinberg served as a congregational rabbi for seventeen years. She has worked in the fields of Jewish community relations, Jewish education and Hillel. She has published widely on such topics as feminism, spiritual direction, parenting, social justice and mindfulness from a Jewish perspective and has contributed commentaries to Kol HaNeshama, the Reconstructionist prayer book.
Rabbi Weinberg has taught mindfulness meditation and yoga to rabbis, Jewish professionals and lay people in the context of the Institute for Jewish Spirituality. She serves as a spiritual director to a variety of Jewish clergy including students and faculty at HUC-JIR in New York. She is creator and co-leader of the Jewish Mindfulness Teacher Training Program. She is married to Maynard Seider and they have three married children and six grandchildren.
Know her more at: https://www.sheilapeltzweinberg.com/
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Michele Lamoureux, distinguished author, certified empowerment and holistic health coach, and host of the acclaimed podcast "The Good Life with Michele Lamoureux," is a leading figure in the field of personal development. Michele has over fifteen years of experience in international marketing and branding campaigns for professional service firms, after which she founded Lamoureux Media. Her firm offers coaching programs and curated content for women who want to up-level their lives.
Michele believes that understanding the value of self-worth and self-care holds the key to a fulfilling life. Her definition of success is finding contentment within the small, everyday moments and having trust in oneself to navigate life’s challenges.
Michele is passionately committed to motivating women in midlife, helping them live joyous, healthier, and more meaningful lives. As the author of "Design a Life You Love," Michele promotes practicing positive inner dialogue, self-care routines and infusing life with joy.
Her top-ranked podcast features conversations with notable authors, experts, and exceptional entrepreneurs, aiming to empower women to connect with their inner voice and live a life they truly love.
“So I believe that we all have these inner knowings, these inner whispers, and they're talking to us all the time and some of them, you know, get loud and some of them we really need to pay attention to because we don't want them to just go away, that flame to just poof. And so I could just hear it. It was like Michelle, you need to prioritize yourself again.” - Michele Lamoureux
Key takeaways:
- Be willing to bet on yourself: Michele left the dream job she had for many years as Director of Marketing for a law firm. It didn’t feel like a risk to her when her heart began to be called to coaching because she knew was responsible, she was a hard worker, and that if she failed she could always get another job. And just as importantly, Michele knew that she had a big financial cushion, that she had money in the bank that could tide her over if things didn’t work out.
- Remember what makes you uniquely you, what your gifts and talents are: Often we take our unique talents for granted because they come so easily to us. Look back at your life for the through line, the situations, the experiences and memories that maybe didn’t seem connected at the time but brought you to where you are today.
Michele was in a program to be certified as a Holistic Health Coach, which offered a class on how to self-publish a book. The experience reminded her of how she had loved to write when she was younger. She wrote a book about self-love and received an award from the class.
- Pay attention to your inner-chatter: We may not notice until we start paying attention just how mean our inner talk is and so habitual. If we talk to our friends the way we talk to ourselves, we’d have no friends. We need to befriend ourselves and to be kind to ourselves.
- Spend some time listening to what your heart is whispering to you: Make a habit of journaling five-ten minutes a day to connect and get clear about what you truly want. We’re so clear about what everyone else in our life needs and we’re focused on that but what do you want? Get connected to your truth and give a little bit to yourself, figure out ways to add yourself back into your life.
About the guest:
Michele Lamoureux is an author, speaker and the host of the top-ranked podcast, "The Good Life with Michele Lamoureux." In her book “Design a Life you Love,” she advocates for adopting self-love as a catalyst for a wholesome life. With an illustrious career in corporate America, spearheading marketing and branding campaigns for professional service firms, she founded Lamoureux Media, helping women better their lives. As a certified empowerment and holistic health coach, Michele works to guide women through self-discovery and empowerment.
Website: https://thegoodlifecoach.com/
Linkedin: https://www.linkedin.com/in/goodlifecoachpodcast/
Instagram: https://www.instagram.com/michele_lamoureux/
Email: michele@thegoodlifecoach.com
Free Resource: 52 Selfcare Tips
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Ellen (Connelly) Taaffe is a Clinical Associate Professor at the Kellogg School of Management, where she teaches Personal Leadership Insights and is the Director of Women's Leadership Programming. Previously, she was a senior executive at PepsiCo, Royal Caribbean, and the Whirlpool Corporation and is now a board director for three companies. She shares her insights in media like Harvard Business Review, Wall Street Journal, Forbes, the Washington Post, and TEDx. Her new book, The Mirrored Door: Break Through the Hidden Barrier that Locks Successful Women in Place was named an Editor’s Pick by Publishers Weekly BookLife.
Ellen's newly published book, 'The Mirrored Door: Breaking Through the Hidden Barriers Holding Successful Women in Place,' combines research findings and her own career experiences. It identifies five common hurdles women often encounter in the workplace and provides perspectives and solutions for overcoming these roadblocks, helping to conquer career obstacles.
"This is not a quick fix book, but it's a bit of the realities of what's at stake if we stay in these habits, these patterns that I think are a lot about ingrained expectations as kids, that can stay with us in the workplace and can hold us back. They contribute to us staying at the mirror door and thinking I'm not worthy or ready when, in fact, we are so much more ready than we realize. "- Ellen Taaffe
Key takeaways:
- Listen to yourself through your body. In one of her last roles in her tenure with PepsiCo, Ellen found that she was really burning herself out. Specifically, she was grinding her teeth, and asked her doctor what she could do about this. After asking her some questions, he recommended that she get a new boss!
She switched roles and was approved to work reduced hours. For the first time in her 20 year career with the Company, Ellen admitted to herself that she can’t do it all.
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Make room for serendipity and remain open and curious, especially when you’re figuring out what is next. Ellen was speaking with her alma mater, Kellogg School of Mangement of Northwestern University, about the Chief Marketing Officer role when she learned at a lunch that they were starting a Women’s Leadership initiative. Although that job was a more junior role than that of CMO, she was drawn to doing something where she could have a broader impact versus something that sort of felt like she’d “been there done that” before.
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Learn how to delegate, and to make decisions with less information. From her role as Director of Women’s Leadership Programming, Ellen can see first hand how women hold themselves back. She has identified 5 strategies that work for us but can also work against us, which she details in her book: The Mirrored Door: Break Through the Hidden Barrier that Locks Successful Women In Place"
One strategy she calls Preparing for Perfection, where women in general want to get it all done perfectly. The problem is, as we rise in responsibility, we have to learn to make decisions without perfect information, to take risks, and to ask for help. She acknowledges that this is a change that we can do in small steps, like building muscle.
About the guest:
Ellen (Connelly) Taaffee helps leaders create the futures they desire. She is an author, a Board Director, MBA Professor, an Executive Leadership Coach/Advisor, and Speaker. She is passionate about helping businesses and people ascend to higher performance levels, possibility, and purpose, and is on a mission to advance women, inclusion, and walk-the-talk leadership in the workplace.
Ellen works to help women recognize and understand what holds them back and through her book, "The Mirrored Door: Unlocking the Secrets that Hold Successful Women in Place," shares with them powerful strategies to push forward and make their mark.
Purchase The Mirrored Door: Unlocking the Secrets that Hold Successful Women in Place
Free resource: Ten Tips I Wish I Knew Earlier
Email: ellen.taaffe@kellogg.northwestern.edu
Website: https://ellentaaffe.com/
LinkedIn: https://www.linkedin.com/in/ellentaaffe/
Instagram: @ellentaaffe
X: @EllenCTaaffe
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Jessica Harrington, MPH is a public health educator and the founder of “Journey to Yourself.”Jessica is a speaker and a leader, aiding people to tackle stress, form self-care habits, and develop effective communication.
From running a small community business to juggling jobs to earn a Master’s in Public Health, Jessica’s passionate journey started with a demanding career in the social work sector, specializing in drug and alcohol counseling, honing her capabilities in stress management and personal development.
However, her path to becoming the person she is and an entrepreneur she’s become was shaped by moments of realization. In particular, Jessica had a car accident after falling asleep at the wheel. The incident was a wake-up call for her to reassess her life and to realize the importance of self-care and well being.
Today, Jessica is respected for her expertise in building healthier relationships and communities, positive communication, self-awareness, and creating a happier and more balanced life. Her story offers a poignant reminder to appreciate the small moments that life presents, rather than constantly chasing the next big achievement.
"It's all about the small steps. A lot of times we try to make these big strides in our life, and that's where we get a lot of stress. My job and what I do now, what I preach on and educate on is very much taking the little thing, a little thing every single day and more focused on consistency in your life than trying to reach that big milestone." - Jessica Harrington
Key takeaways:
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Make time for yourself. After Jessica experienced burnout, she learned about making time for herself. Over time, she built the habit of sitting outside in the morning with a cup of coffee. She started small, building consistency, and it has become her foundation habit, that she can always fall back upon.
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Take things out of your life that aren’t important. Once Jessica started making time for herself, she came to understand what she needed and wanted, and was able to see things differently. As a result, she took things out of her life that weren’t important.
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Drink the coffee while it’s hot. If you’ve committed to making time for yourself by having a cup of coffee outside, then commit to drinking the coffee while it’s hot, even if that means standing over the sink. Do not check your email, or doom scroll first.
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Think about the words you're using in conversation with others, as well as words you’re using with yourself. Find that one story you’ve been telling yourself on a daily basis and change the narrative.
About the guest:
Jessica Harrington, MPH is an in demand speaker on the topics of stress management and burnout for customer services based and blue collar companies. She offers workshops for employers as well as 1:1 coaching to assist individuals and corporations in their personal growth and self-discovery journey.
Website: https://www.journeytoyourself.net/
Linkedin: https://www.linkedin.com/in/jessica-harrington-journeytoyourself/
Instagram: https://www.instagram.com/journeytoyourself101/
Facebook: https://www.facebook.com/JourneyToYourself101
Email: Jessica@JourneyToYourself.net
Free resource: Time Management Guide
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Andrea Lee Austin is the co-founder of my Conscious Wellness, pioneers in the Canadian consciousness and alternative wellness space. Andrea is a former CPA with KPMG. She specialized in corporate and personal taxation and she's currently completing her degree in metaphysics, including a PhD in conscious business ethics, as she explores the world of sacred finance and bringing love back into business, money and exchange.
From her early experiences growing up in a single-parent household to her successful career in corporate taxation, Andrea's career path was influenced by her love for education and math. However, a year-long sabbatical led her to a chance encounter at a Yoga conference, resulting in a pivotal life change; a transformation driven by the concept of surrendering, allowing life to take its course, and making decisions that align with her true self.
With her co-founder, Will, Andrea uses sound, biofeedback, and group intention to help individuals break free from limiting patterns. Together, they're building a community of individuals who embody a conscious and holistic way of being, redefining what success means in both life and finance.
Financial success, Andrea suggests, is about “controlling one's time and energy.” Her story offers a fresh perspective on how to enjoy life and embrace change.
"So I'd created a box, the house, the dog, the cottage, the six digit salary, the perfect man, you know, the white picket fence and the children. And so the first thing I would say is giving myself permission to let all of that go. To allow my life to be orchestrated rather than trying to control what I thought it should be." - Andrea Lee Austin.
Key takeaways:
— Find something you love and then express that love to others. Andrea found that she loved to take things that people are afraid of or that they’re in fear of and show them and teach them the joy. As she reflects back, Andrea believes this is why she enjoyed teaching people to swim, and why she enjoyed teaching tax more than practicing as an accountant.
— Learn to listen and follow the voice inside you. Andrea chose not to follow the traditional CPA path of partnership or CEO or CFO position. Something inside her knew it wasn’t the right path for her. Instead, after having her first child, she started overseeing administration and operations for KPMG, which is how she spent the last 7 years of her 22 year career with that firm.
— Take time to explore new possibilities. Andrea hit a point in her career when she knew something had to shift. After working out the financial implications with her husband, she arranged a year sabbatical from her job and started experimenting with different roles and different ideas. In her words, “She gave herself permission to start looking at the world differently.” Instead of returning to KPMG, Andrea has been on a path of helping herself and others create a life from love rather than from the typical fear and scarcity consciousness that runs so deeply in our society.
About the guest:
Andrea Lee Austin is a co-founder of my Conscious Wellness, a pioneering entity within the Canadian consciousness and alternative wellness landscape. With a former career as a CPA at KPMG, her professional expertise revolved around corporate and personal taxation.
Andrea's views on success have undergone a significant change. She now perceives success as the act of living life rather than only chasing external accomplishments. Andrea advocates granting oneself the freedom to experience life. She sees the importance of relinquishing control to create an environment where life can flow freely.
Website: https://www.mycw.ca/
Linkedin: https://www.linkedin.com/in/andrealeighaustin/
Facebook: https://www.facebook.com/andrea.ann.austin
Resources: http://www.mycw.ca/our-challenges/
Email: andrealeighaustin@istm.com
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Kathleen Burns Kingsbury is the founder of KBK Wealth Connection and host of the Breaking Money Silence® podcast. She is an internationally published author, speaker, consultant, and coach. Her firm’s mission is to empower women, couples, and families to shatter money taboos and communicate more effectively about financial matters.
Kathleen is a a natural saver, and attributes that to having grown up in a frugal household. She remembers working in a local restaurant, waiting on tables, when she was 15 or 16 years old. As a shy person it was a bit hard for her, so she soon transitioned to working as a teller at a local bank, leading to her interest in finance.
She became an FDIC bank examiner after graduating from college but soon found that, though she enjoyed banking and finance, she was drawn to coaching and counseling others. She studied psychology at a nearby university in the evening, only to realize that she liked her classes better than her day job!
Kathleen switched careers from being in banking and finance to being a clinical counselor, which she acknowledges was a huge shift for her financially. Fast forward fifteen years, to when Kathleen discovered the field of money psychology, established KBK Wealth Connection, and became one of the pioneers working at the intersection of counseling and money.
"I think I have a lot of faith in trusting my gut and knowing what's right for me. And then knowing I'm the type of person that will work really hard to make it happen. And if it doesn't happen, I'll learn something from it." Kathleen Burns Kingsbury
Key takeaways:
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Spend time with your partner talking about what you’re thinking and feeling about money. So many of us in partnerships just fall into our roles and we don't really think about how we want to do this thing called money. Talk about it with each other, learn from each other, don’t judge each other.
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Bust through your money taboos. Many of us were taught not to talk about money. Not to talk about our thoughts and feelings, our attitudes towards wealth. More and more people believe that society would be healthier if we talked more openly about money.
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Notice if you’re struggling with imposter syndrome. A corollary with being empowered and finding your voice around money is negotiating to be paid what you're worth. Kathleen noticed in herself when she started her business that she was undercharging and underearning. She worked it through, consulting with coaches and taking courses, and is now excited to help other women become better negotiators.
About the guest:
Kathleen Burns Kingsbury, the founder of KBK Wealth Connection and host of the Breaking Money Silence® podcast, is an internationally published author, speaker, consultant and coach. She was named one of nine amazing conference speakers by InvestmentNews and her work has been featured in The New York Times, The Wall Street Journal, PBS News Hour, Money Magazine, TODAY Money, Forbes, and CNBC. Her firm’s mission is to empower women, couples, and families (and the advisors who serve them) to shatter money taboos and communicate more effectively about financial matters.
Website: https://breakingmoneysilence.com
Podcast: Breaking Money Silence
Subscribe and sign up for the free 52 Money Talk Tips on the home page.
Linkedin: https://www.linkedin.com/in/kathleenburnskingsbury/
Facebook: https://www.facebook.com/breakingmoneysilence/
Instagram: https://www.instagram.com/kathleenburnskingsbury/
Twitter: @kbkspeaks
Email address: kbk@breakingmoneysilence.com
Interested in booking a free consultation? Schedule a call.
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Elle Nagy is a Self-Leadership Artist who helps women consciously create the life they desire through intentionality, balancing mindset with hearts, and taking complete authority over themselves. Through her approach, she “re-empowers” women to tap into their intuitive knowing and creative powers and become their most evolved selves.
Elle grew up in a middle class South African household, where money was not always there when you needed it. She remembers wearing hand-me-down clothes, or clothes made for her by her mother or grandmother, and having a sense of shame that her family couldn't afford store bought clothes.
Elle feels that life blessed her with the inability to fit in. As long as she can remember she was the "odd one out"; and the clothes and the money were just another expression of this. She remembers the first time she truly felt at home was when she touched the ballet barre at the age of 6; she remained dance obsessed untill the age of 18 when an injury ended her dreams of a dance career.
She then went through a series of roles, from chartered accountant to psychologist to restaurant owner to owning a recruitment company. The common denominator in everything she has done is her genuine care for people. In her own words, Elle is a a "follow her gut instinct" kind of lady, and it's never brought her anything bad.
"When I look back on my life, you just need to be willing to say yes, be open minded, be adventurous, and kind of see what the crumb gives you. Everything is just little crumbs on the way, so I just keep saying yes to things. And then it takes me to the next spot." Elle Nagy
Key takeaways:
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Say yes to life. Elle shared how she has done many things in her life, including being a dancer, a chartered accountant, a restaurant owner and a life coach. She attributes these experiences to her openness to life, and to her willingness to say “yes” to things that come her way.
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Understand that life is always changing, and that decisions are not forever. Elle believes that we run the risk of losing the magic and richness of life by analyzing things to death. Recognize that the choices we make are for now rather than forever.
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Ask yourself: what’s the worst thing that can happen? Elle has found that, if we keep asking ourselves this question, the ultimate answer will be that we are afraid to die. Once we can accept that death is inevitable, it allows us to consciously choose to live each day to the fullest. She says, death is inevitable, but thriving is a choice.
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When going through a challenging period, rather than choosing to be a victim, Elle finds it can help to reframe and ask yourself: what is this coming to teach me? What can I learn from this? Who is it that I get to become through this process?
About the guest:
Elle is a Self-Leadership Artist who helps women consciously create the life they desire through intentionality, balancing mindset with heartset, and taking complete authority over themselves.
Through her approach, she rempowers women to tap into their intuitive knowing, creative powers, and become their most evolved selves. It's not just about achieving success, but also having the best time of your life unapologetically.
Her work spans 3 decades with professional qualification including BA (Honours) Psychology, ILS Coaching, Pranic Psychotherapy and Yoga teaching, bringing a truly holistic approach to the embodiment of greatness potential.
Her book “Keys to Self-leadership” is due for publication in 2023 in which she brings to light new and innovative concepts such as The Herstorian’s Journey and Rempowerment.
Website:-https://unapologetic-woman.com
Linkedin:-https://www.linkedin.com/in/elle-nagy/
Facebook: https://www.facebook.com/theunapologeticwoman
Instagram: https://www.instagram.com/theunapologeticwoman/
Email address: unapologeticinitiative@gmail.com
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Judy Schoenberg and Linda Lautenberg are co-founders of EvolveMe, a professional growth company providing individual and group coaching for women in midlife career transition using their proven DARE™ method of career reinvention. Their clients call their EvolveMe experience “life-changing” and “the best professional investment” they’ve ever made.
Linda and Judy each shared that, because of the messages they received about money when they were young, they were determined to be self sufficient right out of college. Linda went to business school and moved to Manhattan to work in finance, not because it was her passion but because that was where the money was. Similarly, Judy got a job and moved out of her parent's home a few months after college graduation.
They each shared their stories of reinvention. Linda took a long career break to raise her children. When her youngest child was getting ready to enter college she panicked; afraid that her absence from the workforce meant that she would never be able to find her way back to working full time. Judy, on the other hand, had a long career in leadership the non-profit sector, and knew that she had another chapter in her as she approached her late 40's. Both found themselves isolated; there didn't seem to be any user's manual or path forward for women reinventing in midlife.
They met in a program for women that were looking to return to the workforce, specifically in the social impact space. It was out of that program that Evolve Me was born. Linda and Judy realized that they were both drawn to the same mission: to build a community to help women return to the workforce as well as to help women drawn to career change in midlife.
"We do a lot of work around imposter syndrome and self doubt. And so much of that magic happens in community with other women, because if you can't own your own strengths and you can't own your own accomplishments, other women will see value in you and be able to speak that to you. It's a very powerful experience for many of the women." - Linda Lautenberg and Judy Schoenberg
Key takeaways
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Just because you’re good at something doesn’t mean that’s what you should do as a career. Linda shared that she received her MBA from Harvard Business School, passed the CFA exam and chose to go into finance in order to earn a living. But though she clearly had the skill set to excel, she wasn’t drawn to work with numbers.
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Believe that everything can be figured out. Linda learned, from being a stay-at-home mom juggling three kids that had to be 3 different places at the same time, that everything is going to be fine. It gave her the confidence that she’ll be able to figure anything out.
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If you can’t see it, you can’t be it. Judy believes in the importance of sharing the stories of different paths women have taken toward successful transitions. From working with hundreds of women, she recognizes how important it is to hear about other’s roadmaps when we embark on our own journeys.
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It’s important to always be learning new things.The world of work is always changing. Technology is always changing. There are always new skills to develop. Linda and Judy are finding in their new roles that there are endless opportunities to learn and grow, and define success by how much they are learning and growing as people.
About the guests:
Judy Schoenberg and Linda Lautenberg are co-founders of EvolveMe, a professional growth company providing individual and group coaching for women in midlife career transition using their proven DARE™ method of career reinvention. Their clients call their EvolveMe experience “life changing” and “the best professional investment” they’ve ever made. Through EvolveMe@Work, Judy and Linda also provide workshops, programming, and keynote addresses to companies invested in attracting and retaining top female talent. Judy holds a Masters in Education from Harvard University and a is former national executive for Girl Scouts of the USA. Linda earned an MBA from Harvard Business School and holds a Chartered Financial Analyst designation. Her earlier career was in real estate finance at Prudential and Nomura Securities.
Website:- https://evolveme.work
Linkedin:- www.linkedin.com/in/lindalautenberg
www.linkedin.com/in/judy-schoenberg
www.linkedin.com/company/evolveme-work
Facebook: https://www.facebook.com/evolveme.work
Instagram: https://www.instagram.com/evolveme.work/
Twitter: https://twitter.com/evolveme_work
Email: linda@evolveme.work; judy@evolveme.work
Free resource: Get Going! Guide to Midlife Career Reinvention
Learn more about the next Reinvention Collective, launching late October.
Interested in booking a free consultation? Schedule a call.
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Get your free copy of Unlock Your Money Blocks Workbook : Your step-by-step guide to unlocking your blocks to financial freedom.
Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Sally Arkell-Boles specializes in providing mindset and high-performance coaching services to help leaders, sales professionals, companies, and mid-career women achieve exponential growth while embracing freedom and empowerment.
Sally shared that she grew up surrounded by people with a lot of wealth. She never lacked for anything yet was aware that her family did not feel worthy of the kind of wealth that others had. As a result of her upbringing, Sally became very determined to have a path for herself toward creating wealth.
She was always taking on leadership roles and trying out new things because she knew she was worthy of achieving more. Sally has always been driven to serve people, to do more and to be more, knowing there is a bigger path for her and that it is up to her to make it happen, while having fun!
"It was my own belief in myself, that I had the skill and talent. I trusted my intuition for ideas and I listened to it and I acted on it and I collaborated and I made it come forward so that it provided for me the income, even though I wasn't chasing the income. I was really developing myself in a way that would be impactful for me to feel fulfilled inside. And because of that, the income showed up." - Sally Arkell-Boles
Key takeaways:
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You can choose joy. Sally shared that her journey wasn’t always easy. She moved across the country to follow her husband when she got married, then ended up divorcing with no family around to support her. Rather than choosing misery, Sally realized that she could take control of her thoughts and reactions - that she could choose positivity and joy.
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Recognize that there is always a solution to the problems you are facing. Sally is solution oriented. In her words: “whatever shows up, I look for a solution.” She attributes her “can do” attitude to her parents, who were always very positive.
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Have a “get to” list rather than a to do list. Sally noted that a to-do list almost feels like a command. She prefers to list the connections she anticipates experiencing each day, and the energy she’d like to bring to these connections. This practice has completely changed how she works with her day, and helps her feel grateful for all the events she anticipates.
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Don’t be afraid to advocate for yourself. Sally shared that, in 2019, began to feel that her skills and contributions were not being appreciated by the organization she was working for. She felt angst and unsettled for a number of months before deciding to take back her power and ask for a package. She ended up getting an offer that was more than she anticipated, which gave her the opportunity to start her coaching practice.
About the guest:
Sally offers Elite level personal and professional development coaching to individuals, teams and companies. She developed a diverse leadership background including Director with an International Organization, a Managing Partner in Financial Services, Entrepreneur and an International Speaker and Author.
Her company, Dynamic Intentions, specializes in providing mindset and high-performance coaching services to help leaders, sales professionals, companies, and mid-career women achieve exponential growth, while embracing freedom and empowerment. Her value proposition is built on the following key elements: Tailored Coaching for Success, Empowering Mindset Transformation, Accelerating Growth and Performance, Freedom and Empowerment and a Proven Track Record.
Website:- https://www.sallyarkellboles.com/
Linkedin:- https://www.linkedin.com/in/sallyarkellboles/
Facebook: https://www.facebook.com/sally.arkellboles
Instagram:- https://www.instagram.com/sallyarkellboles/
Email: sallyarkellboles@gmail.com
Interested in booking a free consultation? Schedule a call.
Stay connected:
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Get your free copy of Unlock Your Money Blocks Workbook : Your step-by-step guide to unlocking your blocks to financial freedom.
Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Jann Freed, PhD, is a Leadership Development and Change Management Consultant with The Genysys Group. She assists organizations and individuals in making purposeful change. Jann does this by facilitating vision based strategic planning and executive coaching. Her focus is on helping organizations and individuals get from where they are to where they want to be.
Jann shared that she grew up in a small town in Iowa. Though it was a farming community, her dad wasn't a farmer, but was the banker of three small towns. He was fiscally conservative, and made it clear to Jann and her sister that "money doesn't grow on trees." Jann remembers always having a summer job.
Neither of Jann's parents had a traditional college experience or degree, so it was important to them that their children attend college; the importance of education, grades and studying was very much stressed. Jann loved school and loved studying, and was an outstanding student. She graduated with a major in business and pursued her MBA while employed in the management training program of the largest bank in Iowa.
Soon after graduating from business school, she received a phone call from her alma mater asking if she'd be interested in teaching. She applied for the position and loved the work so much that she felt like she would do it even if they weren't paying her! She enjoyed the courses she was teaching, marketing and organizational behavior, and she liked student life and being on campus so much that she stayed for 30 years!
"Whatever I'm doing, I'm always kind of weaving in: what difference are you making? What impact are you having? How are you thinking about your influence as a leader on others? Are you thinking about that on a daily basis?" - Jann Freed
Key takeaways:
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You can’t get those 2 hours back. Jann enjoyed her 30 year career as a college professor, teaching business management and marketing courses, but the two hour commute was wearing on her. It suddenly became very clear to her that, if she was going to do what she felt she was being called to do, she needed to change her job.
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Give yourself time to retire from a profession that is an intrinsic part of your identity. Jann spent five years letting go of her teaching career. She had been studying aging and sage-ing, and learned that it takes about five years to transition emotionally. Jann says to start exploring and discovering while you’re still employed and have a paycheck.
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When making a big life transition, consider putting rituals in place to help let go. Jann decided to take the bus rather than fly to a conference in Chicago in order to accomplish her ritual project. She took the faculty directory and, during the 5 hour trip there and then back, she wrote about 110 postcards to those she wanted to thank without telling them she was leaving.
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Recognize the value of relationships. Jann makes a point of keeping in touch with friends, texting and otherwise connecting. She notes that, as we age, we really do have to be thoughtful and stay in touch with the people we really like and enjoy. Also, be sure to find ways to meet new people, perhaps through an online course, which is how Jann and I met.
About the guest:
As a former professor for decades, Dr. Jann decided to practice what she was teaching and preaching. She says she is out to retire the word “retirement.” We are not retiring from life, but moving onto something else. Jann believes it takes time and intentional thought to successfully move on to what’s next in life.
This awakening led her on a research journey that resulted in her book Leading with Wisdom: Sage Advice from 100 Experts. One chapter that really resonated was “Leaders Live Their Legacy.” So Dr. Jann did a deep dive on legacy work and set out to interview gurus. From this work, she created the concept of Breadcrumb Legacy™ and it became her latest book Breadcrumb Legacy: How Great Leaders Live a Life Worth Remembering.
Dr. Jann also hosts the “Becoming a Sage Podcast” where she interviews thought leaders on the wisdom of life and work. She also writes the “Leading Edge” column for Training Magazine which is published in print and online.
Linkedin:- https://www.linkedin.com/in/jannfreed/
Facebook: https://www.facebook.com/jann.freed.9
Instagram:- https://www.instagram.com/drjannfreed/
Twitter: https://twitter.com/FreedJann
Website:- http://www.jannfreed.com
Email address: jannfreed@jannfreed.com
Interested in booking a free consultation? Schedule a call.
Stay connected:
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Get your free copy of Unlock Your Money Blocks Workbook : Your step-by-step guide to unlocking your blocks to financial freedom.
Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
As the Chief Personality Officer of More Than Words Marketing, Danielle Hughes helps individuals and institutions to develop their Genuine Personality Brands. This allows her clients to own and embody their message, feel comfortable expressing it, and convey what makes them different from their competition so they can attract the right audience and repel the wrong one.
Danielle shared that she grew up in a very middle-class household; her father was a dry cleaner, and her mom was a dental hygienist. She started working at the age of 12, and had summer jobs throughout college, where she received a Bachelor of Fine Arts in Advertising Design and Graphic Communications.
After graduating, she realized that she was a better writer than a designer. Writing came very naturally to her. She spent the first years of her career learning the ins and outs of business-to-business marketing copy, and then a decade or so at different television networks in ad sales marketing, creating the marketing materials for the sales people to sell programming to advertisers.
After her son was born, Danielle spent ten years working part time at a non-profit, helping them with their content, while freelancing on the side. She was able to grow their social media, reshape their newsletter, and be a keynote speaker at their gala, but her professional growth was limited and the money was never there. Eventually Danielle decided to step out of her comfort zone, and pivot from being a freelancer to being an entrepreneur full time.
"When I talk now in my business, it's all about bringing enough of yourself to the forefront so that you are finding people that value you for who you are and what you bring to the table, as opposed to filling a role that wasn't even written for you because it's written for anybody who has a bunch of skills. And the skills are the easy part. The fit is the hard part." - Danielle Hughes
Key takeaways:
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Recognize when you’re staying in a position that is preventing you from doing what you truly want to do, but you’re using it as a crutch. Danielle had enjoyed what turned into a 10 year part-time working as a writer for a non-profit organization. but at the end of her time there she realized that the amount she was dedicating to them was holding her back from other opportunities and, frankly, from actually exploring what it was she really wanted to do.
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If you run your own business, consider defining a particular niche. Danielle was particularly resistant to the concept of niching; she wanted to be able to work on website copy one day, and a blog the next. It was when she realized that she had become an order taker and wasn’t proactive in her own business that she recognized she needed to figure it out.
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Know that your unique personality is what helps you build connections with potential clients. Be yourself! On the advice of her coach, Danielle began to put more and more of her sassy and irreverent personality into her writing. And that became her niche, helping business owners put their personality into their content to connect better with their audience.
About the guest:
As the Chief Personality Officer of More Than Words Marketing, Danielle Hughes helps individuals and institutions to develop their Genuine Personality Brand. This allows them to own and embody their message, feel comfortable expressing it and convey what makes them different from the competition so they can attract the right audience and repel the wrong one. Danielle isn't a magician but she can hone your brand message, engage your audience and deadlift you or your employees, but not at the same time. That’s just irresponsible. (note: Danielle is available for office party tricks and accepts payment in bottles of Bordeaux.)
Linkedin:- https://www.linkedin.com/in/daniellehughes/
Instagram: https://www.instagram.com/daniellezhughes
Website :- https://www.morethanwordscopy.com/
Free resource: Personality Brand Bio Checklist
Email: danielle@morethanwordscopy.com
Carolyn Dow owned and managed a successful catering company in New York City for 25 years. It was a natural pivot for her to join Seriatim, a leading Company in professional organizing and move management. She brings her expertise in planning and problem solving, passion, and understanding of people to her new role.
Carolyn shared her dramatic story of being smuggled out of Iraq at the age of 6, so that her mother could leave an unhappy marriage and retain custody. Her mother remarried, and Carolyn spent her formative years, from age 8 to 16, in Venezuela.
Carolyn's mom was very independent and entrepreneurial, and Carolyn herself recalls being a mature, responsible person at a very young age. She always worked, and put herself through college with a mix of savings, financial aid and scholarships.
She graduated from college with a theater degree and a minor in music, and did sing with a couple of pop-rock groups in New York after graduation. She also freelanced with a catering company that her mother had started. When her mother decided to move to Arizona, Carolyn took over the business. She enjoyed the work for many years, until the Covid-19 pandemic shut everything down in 2020. It was then she began to consider what she could do next.
"I was always fascinated with organizers because, as organized as I am in catering and my checklist and all of that, it doesn't mean my home or my papers or all those things are that way. But if you have to do it, you just find a way to do it. And so I thought, okay, great. I'd like to work with an organizer and figure out tips and make my wardrobe look easy to access and so on and so forth. And basically reached out to her and said: I don't know what's going to happen with catering. I don't know if I want to continue it, even if it comes back and I'd like to work with you." - Carolyn Dow
Key takeaways:
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Just go for it, and then you’ll figure out how to do it. Carolyn shared a story of agreeing to cater an event when she just started out that seemed like it was going to be way too big for her company. She followed her mother’s advice to go for it, and the event was much more manageable than she had anticipated. And she ended up working with the client, one of her biggest accounts, for 20 years!
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Consider the skills you’ve used in a previous career when searching for a new role. Carolyn had run her own catering company for 25 years before transitioning to a new role with a professional organizing and move management company. She knew that she had strong administrative skills, and thrives on interactions and relationships. She knew that she would not enjoy being behind a computer all day. She needed to be working with a team, at a job.
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Always be learning. After her long career as a caterer, Carolyn was ready for a new challenge. Her new role required her to learn new things, including how to use new technology. She is thankful to work with a supportive team that enables her to grow with less stress.
About the guest:
After 25 years of owning and managing a successful catering company in NYC, it was a natural pivot for Carolyn to join Seriatim. For more than two decades, Seriatim Inc. has been a leader in professional organizing and move management, bringing harmony and order to life transitions. Carolyn brings her expertise in planning and problem solving and her passion and understanding of people to the success of any project. People often describe her as warm and enthusiastic with a special knack for putting everyone at ease. Being fluent in Spanish has also been very helpful!
LinkedIn: linkedin.com/in/carolyn-dow-999aa04
Website: www.Seriatim.net
Email address: Carolyn@Seriatim.net
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Ali is an executive coach who supports her clients in deepening their self-awareness, strengthening their personal and professional relationships and optimizing their individual and organizational performance. She has a particular passion for supporting individuals in achieving optimal work-life balance, ensuring they are well equipped to navigate challenges, and prepared to seize opportunities for growth.
Ali shared that her parents did a really good job of not making money a point of stress while she was growing up. She started working at a young age: babysitting when she was 12 years old; a shift at McDonalds when she was 14 years old; summers spent as a camp counselor. It was important to her to have independence in the form of her own spending money.
At the age of 24, Ali graduated with a Masters in Social Work and entered the non-profit sector. She had always been mission driven, but found herself less drawn to clinical social work than she had anticipated. Instead, her business acumen and leadership skills drew her to be an administrator, to develop programs, to lead teams and organizations, but in service of a mission - not in service of a profit.
In addition to her work in the social service sector, Ali is an adjunct professor and runs a coaching practice, focused on leadership development. She was able to complete two coaching certifications during the pandemic, when the classes shifted to being on zoom rather than requiring her to travel across the country. Ali counts herself lucky in that she has three jobs and she loves them all!
"That's something that I am really passionate about helping people with. How do I bring my best self to work? How do I bring my best self to my family or to my friends or to whatever it is? My children, whatever it is, that's important to me, whatever I'm involved with, how do I show up engaged, energized, confident? That's really at the core of how and what I coach people around." - Ali Glaser
Key takeaways:
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Rather than work-life balance, focus on self-care and burnout prevention. Ali is passionate about helping people bring their best selves to their work and to their families, to what they consider important. In order to show up the way we want to show up, she encourages us to ask ourselves: do I have enough energy? Am I getting enough sleep? Am I eating right?
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Set boundaries in your life. In order to make sure she is able to show up engaged, energized and confident, Ali is very intentional with her morning routine. She makes sure she gets at least 7 hours of sleep, She carves out quiet time and alone time, as well as time to workout and move her body.
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Manage your energy rather than your time. Identify the activities in your life that give you energy, and invest your time in them. Ali knows that being with her girlfriends gives her energy. She makes a point of coordinating get togethers with friends, even calling from the car to check in when she’s commuting. As she put it, one of these days the job will no longer be here, your family structure will change, but the relationships you invest in will endure.
About the guest:
Ali is an executive coach who supports her clients in deepening their self-awareness, strengthening their personal and professional relationships and optimizing their individual and organizational performance. She has a particular passion for supporting individuals in achieving optimal work-life balance, ensuring they are well equipped to navigate challenges, and prepared to seize opportunities for growth. Ali brings a level of energy and passion along with 25 years of experience as a non-profit executive and 16 years as a professor of social work to her coaching practice.
Linkedin:- https://www.linkedin.com/in/aliglaser/
Facebook:- https://www.facebook.com/AliGlaserExecutivePerformance
Website:- https://www.aliglaser.com/
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Ali Davies is the Founder of Outside of the Circle and a Change Coach. She specializes in helping successful professionals who feel unfulfilled with the status quo in their life and work redefine what success means to them, design their next chapter, and create change to live on their own terms in a way that is fulfilling and meaningful to them.
Ali shared that, growing up in Liverpool in the UK, money was not talked about. After she graduated from college, she went to a training program with a soft drinks company, staying in the industry in supply chain management and logistics for ten years. Towards the end of her corporate career, she realized that, although everyone around her considered her a success, she wasn't feeling fulfilled.
"You get to a stage of life where you think, is this it? Is this really it? And people are telling me it's great and you're this and you're that and the other, but this, that, and the other doesn't make me feel happy or fulfilled. And that was when I started challenging what does success really mean and started researching that. And that's where it started." - Ali Davies
Key takeaways:
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Just make the decision and the rest will follow. Ali believes that most people hold themselves back from making a change, because they think they need to know what they’re moving towards and how they’re going to get there before they make the leap. Instead, once you make the change it starts that catalyst of thinking and action and research.
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Start with small steps. Ali shared a story of how she and her then boyfriend, now husband Martin left a New Year’s Eve party early in 1999, after realizing that they were choosing to conform to society’s expectations of how they should celebrate the New Year. They instead decided to hike and watch the sunrise from the top of a peak, in keeping with their mutual passion for nature and the outdoors. This helped them to begin to challenge the way they were accepting society’s expectations of how they should work, something which takes up so much of our lives.
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Know that fear is normal when making any big change. Ali and her husband made sure that all the safety mechanisms were in place, including financial, before leaving their corporate jobs but still found it hard to actually take the leap because of all the fear and the emotions involved. She was able to leave her job once she realized that she thought she needed to be without fear before moving forward, rather than recognizing that fear is part of the human condition.
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Think of Designing Your Life as a way of being, rather than a project. Rather than thinking: this is what I want to do with the rest of my life; and this is what I want my relationships to be the rest of my life; and my business to be the rest of my life, think of your life in chapters. Because things change and we change. As Ali learned, the things she wanted when she left the corporate world 20 years ago, or even 10 years ago, are very different than what she wants now.
About the guest:
Ali Davies is the Founder of Outside of the Circle and a Change Coach. She specializes in helping successful professionals who feel unfulfilled with the status quo in their life and work redefine what success means to them, design their next chapter, and create change to live on their own terms in a way that is fulfilling and meaningful to them. She has been teaching people how to achieve what matters most to them for 20 years. She is from the UK but has lived in the West Coast of Canada for the last 10 years.
Linkedin:- https://www.linkedin.com/in/alidavies/
Facebook: https://www.facebook.com/thealidavies
Website:- http://outsideofthecircle.com
Instagram:- https://www.instagram.com/thealidavies/
Twitter: https://twitter.com/Ali_Davies
Email address: ali@alidavies.com
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Jennifer (Hudi) Askowitz joined Silversons Realty 16 years ago after a successful career in advertising. Her experience in client management for well known brands made working with clients on their real estate transactions an easy transition. Jennifer has represented many clients on both the buy and sell sides in New Rochelle, White Plains, Scarsdale, Riverdale and in NYC.
Jennifer shared that her inspiration to become a realtor came from her mother, who attended law school when Jennifer was in first grade. Her mother never actually practiced law but instead went into real estate and modeled that, after 25 years of marriage, she could do something and strike out on her own.
Jennifer was working in advertising and client management for several years before she got married, She tried to continue her work on a part time basis once she had children, but realized that the balancing act was too difficult. When looking with her husband for a home to purchase in Westchester she met Michelle Silverman Bedell, the broker owner of Silversons Realty.
Michelle knew that Jennifer had an advertising and marketing background as well as a real estate background from her mom, and invited her to join what was then a new venture. Michelle also understood that Jennifer had youg children, and was supportive of her need to be available for her kids. Seventeen years later, they continue to work beautifully together.
"As I realtor, I actually probably shoot myself in the foot, but tell all my clients not to bite off more than they can chew. Life has many expenditures, and a real estate purchase has to fit into your life plan. You cannot be married to your home. That's not a good idea." - Jennifer Askowitz
Key takeaways:
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When you consider making a change, consider all the factors that are impacting this decision. When Jennifer works with people who are considering a move, she encourages them to think about the reasons they are thinking about moving and to make sure they aren’t temporary, and to consult with others when making this decision.
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Define your goals. Jennifer described working with siblings who are helping their parents sell the family home, or with parents looking to help their children purchase their first home. She encourages them to sit down together, perhaps with a third party such as a financial advisor, in order to agree on what they are trying to achieve before calling a real estate professional.
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When looking to buy a home, don’t be turned off by what may seem to be high mortgage rates. Jennifer and I both remember when mortgage rates were higher than what they are now. And the great thing about the way mortgages are structured is that there are no prepayment penalties. In other words, if mortgage rates were to come down in the future you can repay your mortgage by refinancing with a new mortgage at a lower rate.
About the guest:
Jennifer (Hudi) Askowitz joined Silversons Realty 16 years ago after a successful career in advertising. Her experience in client management for well known brands made working with clients on their real estate transactions an easy transition. Jennifer has represented many clients on both the buy and sell sides in New Rochelle, White Plains, Scarsdale, Riverdale and in NYC. Additionally, she works with foreign buyers, investors and does 1031 exchanges. As an associate broker and an SRES (Senior Real Estate Specialist) designee, clients and their attorneys often turn to Jennifer for advice on the complexities of selling the family home and estate sales. Jennifer has the distinction of being the top producing associate broker at Silversons year after year. Clients enjoy working with Jennifer because they can rely on her discretion, thoughtful analysis and attention to detail, to ensure swift resolution to their transaction. In fact she has become so highly regarded that at any given time about 90% of all her transactions have come from referrals. Many of those who have worked with her have become good friends and she derives great pleasure from the many relationships that have continued long after the closing. Jennifer lives in White Plains with her husband and family. She is an active participant in many charities and sits on her children's school board.--
Linkedin:- https://www.linkedin.com/in/jennifer-hudi-askowitz-a950785/
Website:- http://silversons.com
Facebook:- https://www.facebook.com/jennifer.askowitz
Email address: Jaskowitz@gmail.com
Phone #: 914-725-9344
Instagram: https://www.instagram.com/askowitz_jennifer/
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Manisha Thakor has worked in financial services for over 30 years with a focus on women’s economic empowerment. She has written two personal finance books for women in their 20s and 30s. Her latest book MoneyZen: The Secret to Finding Your “Enough,” will be released in early August, 2023.
Manisha shared that she was exposed to financial concepts at a very young age. Her father worked in the finance industry and taught her and her brother the power of compounding interest in a fun way. He showed them how to use his HP 12C financial calculator to calculate the dollars they would accumulate by saving rather than spending their babysitting and lawn mowing money. Her mother also taught her that money gives women voices and choices.
She was recruited into a two year investment banking training program after college, the traditional route for people interested in a finance career, and realized after 6 months that she detested it! Instead, she was drawn to investment management, finding that she had a deep passion for understanding the markets and understanding personal finance.
Though she enjoyed the work, Manisha became trapped in the "never enough" mindset. She had been an awkward, ridiculed, chubby kid in her early years, and, no matter how successful she was, she continued to be driven to receive more accolades in her career, and more outward symbols of material wealth and achievement.
“Shockingly, a large percentage of successful people or just driven people are driven by small "t" traumas to some extent, and on the surface, just like my experience, it can seem ridiculously small, but have a ridiculously huge impact in terms of how you live your adult life.” - Manisha Thakor
Key takeaways:
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Understand the multifaceted reasons behind your “never enough” mindset. So many of us have a sense of scarcity, around our money, or work, or accomplishments, or other areas of our lives. Manisha noted that, before we can fix it, we need to understand the root cause. In her case, she attributes the root cause to small “t” traumas of bullying and not fitting in that happened when she was very young yet continue to live on in her psyche.
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Learn to listen to the wisdom of your body. It took a physical wake up call from her body for Manisha to finally slow down. Her high stress levels combined with some other vulnerabilities sent her to the hospital, ultimately requiring her to take several months of bedrest and time off from work under doctor’s orders.
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Identify the equation you’ve been living your life by. For each of us, that equation may be different. In Manisha’s case, she realized she was believing that her self worth = her net worth. Once she recognized this, she was able to put practices in place to flip the equation to “financial health + emotional wealth = money zen.”
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Know that, when you implement change in your life, it will be three steps forward, one step back. Manisha found herself back in the “never enough” head as she began to market her new book, “Moneyzen: The Secret to Finding Your Enough”. Because you can always do one more podcast, one more interview, one more marketing activity. The key is to recognize when you’re falling back into old ways of being, don’t beat yourself up for it, but instead tap into the new equation you’ve chosen to live your life by.
About the guest:
Manisha Thakor has worked in financial services for over 30-years with a focus on women’s economic empowerment. A nationally recognized thought-leader around the issues of financial literacy and education, Manisha has been featured in national media such as The Wall Street Journal, The New York Times, Barron’s, CNN, and CNBC. She has written two personal finance books for women in their 20s and 30s. Her latest book MoneyZen: The Secret to Finding Your “Enough” comes out on August 8th 2023. Manisha earned her MBA from Harvard Business School, her BA from Wellesley College and holds the CFA and CFP designations.
Purchase Manisha's book, MoneyZen: The Secret to Finding Your "Enough"
Linkedin:- https://www.linkedin.com/in/manishathakor/
Facebook: https://www.facebook.com/ManishaThakor/
Instagram: https://www.instagram.com/manishathakor/?hl=en
Twitter: https://twitter.com/ManishaThakor
Website:- https://moneyzen.com/
Email address: manisha@moneyzen.com
Take the MoneyZen quiz.
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Lana Gifas joined the Women’s Mentoring Network as Executive Director in 2015. The organization focuses on the economic empowerment of women and their families, providing support services that focus on finding better employment and educational opportunities.
Lana shared that a strong work ethic was instilled in her by her father, who was a first generation American. She heard him leave early in the morning, 3:00 or 4:00 am, to go to Hunts Point Market to purchase produce for his fruit and vegetable store. She and her brother worked since they were teenagers, in food service or in retail.
After graduating from college, Lana joined Citibank as they were expanding their customer service for Fortune 500 companies, This began her multi-decade career working with corporate loans, culminating in a position working 24/7 as a manager in charge of documentation and loan closings at UBS Investment Bank. When an organization of which she was a board member, Women's Mentoring Network, approached her about taking over the Executive Director position from the founder who was retiring, she jumped at the chance.
“I was the primary breadwinner for many years, so I said this is my time; I could go back to school and I could start at the bottom of the education or nonprofit world, or I could start as the executive director of a smaller organization, but the support would be there.” - Lana Gifas
Key takeaways:
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Be a self-advocate. Lana knew that she was ready to step out of the financial services world, and into a new role as executive Director of a small not-for-profit. Rather than just walk away from her position with UBS, she advocated for herself, agreeing to stay with the team and help them through a transition, in exchange for a generous severance package.
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When planning a career transition, be intentional about preparing financially. Lana and her husband, who also left banking and started a business, made sure their healthcare was covered and that their savings would enable Lana to change careers while still meeting their commitment to pay for their children’s college education.
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Learn something new each day. When making a transition to the non-profit world, Lana relied on many people and resources to guide her. She attended online sessions about fundraising and boards, and even took some related college courses to help educate herself. Lana notes that the world is always changing, and it’s important to be open to learning new things.
About the guest:
Lana Gifas joined Women’s Mentoring Network as Executive Director in 2015. Women’s Mentoring Network, a nonprofit located in Stamford, CT, focuses on economic empowerment of women and their families, providing support services that focus on finding better employment and educational opportunities. Ms. Gifas earned her MBA and undergraduate degree from The Gabelli School of Business at Fordham University. Ms. Gifas has worked at various financial institutions throughout her career prior to transitioning to her current role at Women's Mentoring Network. Lana serves on several committees to help support the efforts of the organization, including Co-Chairing Stamford’s Food Collaborative, serving on a committee for Stamford Cradle to Career’s initiative, and serving on the 2Gen, Financial Literacy, and Internship committees for the CT’s Governor’s Council for Women and Girls. Under her leadership, Women’s Mentoring Network was awarded Moffly Media's Light a Fire Women's Impact Award in 2020, and both the National Association of Social Workers of CT Latino/a/x Award and the SHero Award from the Commission on Women, Children, Seniors, Equity & Opportunity in 2021.
Email Address: lgifas@wmninc.org
Facebook: @womensmentoringnetwork
LinkedIn: linkedin.com/in/lanagifas / https://www.linkedin.com/company/wmninc/
Instagram: @womensmentoringnetwork
Website: https://wmninc.org
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Susanna Harkonen is an entrepreneur, and licensed psychological counselor with global business experience. She specializes in individual and organizational well-being and psychological safety and serves as a subject matter expert in the WHO’s Pan-European Coalition on workplace mental health.
Susanna shared that money was "very yin-yang" in her family of origin. On one side of her family, people were very focused on material goods, and measured others by what they earned and what they owned. The other side of her family was more spiritually oriented, and money was very seldom talked about.
Her early upbringing led to her interest in the psychology of money, including issues of shame and, as a trauma therapist, money trauma. As she notes, money is quite a difficult topic for many of us. It's often easier to deal with childhood trauma or neglect or abuse; financial Issues, however, are often the hardest ones to tackle.
“By and large, people are more comfortable talking about their sex lives in public than they are talking about their money and what they have in their own account, and what are the shameful areas they have in their lives around money.” - Susanna Harkonen
Key takeaways:
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When it’s time to make a change, you’ll know. Susanna transitioned from a career in business to counseling psychology. Although it may sound like a big leap, Susanna recalls that there was a clear point when she knew that she could no longer work in the business world, that she felt like she was selling her soul. She didn’t feel like she had an option. If she didn’t make the change, she was going to have health problems and burn out.
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Choose a career that reflects your interests. As a lifelong learner, Susanna enjoys the field of psychology, which is always evolving. As she shared, humans are a fascinating species and though things are not as complex as we think they are, being a human is not that simple!
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Though it’s not easy, it is possible to change our conditioned behaviors, around money, around relationships and other areas of our life. Susanna has seen in her own life , as well as in the lives of family and clients, that when you’re willing to face the areas of discomfort rather than turning away, change can happen. She believes in holistic, trauma-informed practices that work with the body, mind and spirit to bring healing, and is especially interested in practices that help to create nervous system safety
About the guest:
Susanna Harkonen is an entrepreneur, and licensed psychological counselor with global business experience. She specializes in individual and organizational well-being and psychological safety and serves as a subject matter expert in the WHO’s Pan-European Coalition on workplace mental health. Susanna combines her hands-on business knowledge with her expertise on mindset, nervous system safety, trauma, relationship patterns, resilience, and grit in her work with organizations and individuals. She delivers training programs on nervous system safety and financial psychology to start-ups, international organizations, and academic institutions.
Company: Inner Work World LLC
LinkedIn: https://www.linkedin.com/in/susanna-harkonen
Free resource: Reach out for Susanna's whitepaper, The Wisdom of Our Nervous System
Interested in booking a free consultation? Schedule a call.
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Dorice Horenstein served as an officer in the Israeli army followed by years of leadership in the education field. She is an Oy to Joy speaker who uses her energy and charisma to make the world her platform. Her expertise lies in Mental Fitness & Positive Intelligence. She is also the author of the award-winning bestselling book- Moments of the Heart: Four Relationships Everyone Should Have to Live Wholeheartedly.
Dorice shared that she grew up in Israel and came to America after meeting her now husband, Bob, on an apple picking machine on a kibbutz. She remembers coming to this country with one suitcase, $600, and no coat in the month of December!
Dorice has always been mission driven, asking herself: what are the gifts that you have that you can impart to other people? In her 22 year old mind, that translated into being an educator; Dorice spent 30 years as a Jewish educator before she transitioned to being a solopreneur. She is now using her unique gifts to be a light and serve others outside of the Jewish community, helping people navigate challenges and shift to a positive mindset.
“So while we didn’t have money in abundance, we had the sense of giving and kindness and openness and really, I think it's probably better than money in abundance. It’s much better to have love and open your heart.” - Dorice Horenstein
Key takeaways:
- When contemplating a life change, have faith that things will be okay. Dorice was on the plane to Israel, flying to visit her sister who had been diagnosed with cancer, when she decided she was going to leave her job of 30 years. She had read the book, The Universe Has Your Back by Gabrielle Bernstein on the flight, and knew with clarity that, though she wasn’t sure what would come next, that it would all work out okay.
As Dorice described, it wasn’t just having faith and sitting on the sofa! She had faith in the universe AND in herself, that she had the discipline to put one foot in front of the other and move forward.
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Know that everything you have done has prepared you for where you are now. Dorice doesn’t regret the years that she spent as a Jewish educator. It taught her compassion, while preparing her for her roles now as a Positive Intelligence coach and motivational speaker.
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Recognize when your mindset is getting in your way. So many of us, when making a change, can get paralyzed, thinking that we need one more course, or one more certification, before we actually jump in. We as women can be especially stuck in our belief that we need to be perfect before we can move forward. And this feeling of “I’m not good enough yet” can also cause us to undercharge for our services.
Dorice shared how she cultivates confidence in herself and her capabilities, and how she asks God to put the words in her mouth and enable her to inspire people before she goes on stage. She noted that she is able to view challenges in her life as opportunities, and to see herself as a thriver rather than a survivor.
- Cultivate gratitude. Be present to all the good things already in your life. Dorice practices what she preaches, thanking God for returning her soul to her when she wakes in the morning, and sharing with her husband each day that she loves her life!
About the guest:
After serving as an officer in the Israeli army followed by years of leadership in the education field, Dorice, Oy to Joy speaker, uses her energy and charisma as she transitioned to make the world her platform. Her expertise in Mental Fitness & Positive Intelligence coupled with her award-winning bestselling book Moments of the Heart: Four Relationships Everyone Should Have to Live Wholeheartedly provide Dorice with the opportunity and knowledge to speak on international stages. Dorice inspires others to improve their mental fitness, navigate challenges, discover opportunities for growth and thus find their champion within.
LinkedIn: https://www.linkedin.com/in/doricehorenstein/
Facebook: https://www.facebook.com/dorice.horenstein
Instagram: @doricehorenstein
Website: https://doricehorenstein.com/
Free resources: https://doricehorenstein.com/freebies/
Interested in booking a free consultation? Schedule a call.
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Shelly had a 30+ year career on Wall Street valuing and investing in public and private companies. Her finance specialties include evaluating companies' financials in order to assess financial health, balance sheet management, and leveraging the capital markets and investor relations to maximize value for stakeholders. She serves on the boards of public companies including Bed Bath & Beyond, and has a LinkedIn newsletter called Schmooze, which talks about business relationships for women.
Shelly shared that money was tight while growing up. Both her parents were school teachers and so had a pretty comfortable income, but it was tight for their family of six. In Shelly's words, she had everything she needed but not everything she wanted. Shelly remembers appreciating having her first job, at age 15, which gave her the freedom of summer spending money and financial cushion.
Shelly was a gifted student. She started college when she was 16 years old, and attended Columbia Business School on scholarship. She had worked as a journalist before deciding to get an MBA, after coming to the realization that she was never going to get ahead financially on a journalist's salary!
Shelly's first job out of business school was doing leveraged finance first at Citibank, then at Drexel, Burnham Lambert. She loved the drama and relevancy of working on deals that were on the cover of the Wall Street Journal the next morning! Later on in her career, she became a frequent guest on CNBC, talking about the auto industry during the financial crisis. She was downsized when the auto industry righted itself, leading to a long period of exploring how her skillset could be used in new roles.
"I started Schmooze, the LinkedIn newsletter, not because I have great tips on networking, but because I wanted to interview amazing women doing amazing things who had a perspective on business relationships and how you leverage them and how you make them work for you." - Shelly Lombard
Key takeaways:
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Have an emergency fund. Shelly went through a difficult period financially when she lost her job in the aftermath of the financial crisis, while her kids were in college. Thankfully, she had a large emergency fund, knowing as she did the inherent volatility of the financial industry.
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Focus on building your network when you’re exploring what to do next. Women often have difficulty with transactional, business relationships. As a generalization, women tend to build relationships based upon shared interests, while men make friends based on what they can do for each other. Shelly started her LinkedIn newsletter, On the Schmooze, so she could learn from women who have a perspective on how to build robust business relationships.
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Understand how your skill set may extend to new opportunities. Shelly had defined herself narrowly as a “distressed debt investor,” until she realized that her analytical skills could extend to new roles. She is now exploring venture capital investing, and is a limited partner in a venture capital fund that invests in beauty brands that have been launched by people of color.
About the guest:
Shelly spent 30+ years on Wall Street valuing and investing in companies. Since then, she has served on the boards of several public companies, most recently Bed Bath & Beyond. Recently, she also launched a LinkedIn newsletter for women about business relationships called Schmooze.
Linkedin:- https://www.linkedin.com/in/shellylombard/
Webinar: Intro to Distressed Debt Investing
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Rabbi Eva serves as Rosh Hashpa’ah, head of Spiritual Direction for the ALEPH Ordination Program, supporting the spiritual development of the seminary students and faculty. She also received rabbinic ordination through ALEPH, the Alliance for Jewish Renewal. She is a spiritual leader who designs transformative learning and ritual opportunities to provide seekers with joyful and creative approaches to Judaism.
Eva shared that she was the first generation of Americans. Her parents were holocaust survivors who came to America with very little. She grew up with a sense of scarcity and a constant fear of not having enough. She started working when she was very young, and she was pretty much working full time until last year, when she turned 70!
"I'm taking this year to just breathe into Presence. I was also turning seventy. So I felt like that was a very monumental time for me, you know, to ask: how do I want to live the rest of my life? And it was very clear: it's through joy. It's through creativity. It's through being of service." - Rabbi Eva Saxbolder
Key Takeaways
- You don’t always need to be doing. Eva describes her life in the past: if it’s Monday, it must be Mussar (the study of Soul Traits), if it’s Tuesday, it must be spiritual direction.
She no longer feels the need to be filling her time in the same way, no longer needs to be doing so much, or having so much. Now, she does her projects in small chunks.
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Follow your pleasure. It’s okay to engage in things that are joyful without guilt. Eva is in the creative facilitator leadership program of the Jewish Studio Project, an organization that combines visual art creation with Jewish text study. She has established a gratitude practice, and asks herself “where’s my pleasure?” in order to recalibrate.
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Realize that it is possible to make the decision to change your life and then actually do it! Eva left her over 40 year profession of being a speech pathologist. She went to rabbinical school, while working full time and getting the kids ready for school, and ultimately became a Rabbi.
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Know that all the answers, all the wisdom, lies within ourselves. We need to deeply listen, to pay attention to our dreams. Eva encouraged us to tap into our creative sources. Allow ourselves to imagine. And know that along the way there are going to be digressions and bumps and disappointments, but that's not the end of the journey.
About the guest:
Rabbi Eva received rabbinic ordination through ALEPH, the Alliance for Jewish Renewal. An alumna of CLAL’s trans-denominational Rabbis Without Borders and the IJS Clergy Leadership Program, she is also a teacher of Jewish Mindfulness Meditation, Mussar and Wise Eldering. Drawing on her skills as a creative artist, she enjoys integrating the expressive arts into her rabbinate. As a spiritual leader she designs transformative learning and ritual opportunities to provide seekers with joyful and creative approaches to Judaism. Rabbi Eva serves as ‘Rosh Hashpa’ah, head of Spiritual Direction for the ALEPH Ordination Program, supporting the spiritual development of the seminary students and faculty. She maintains a practice as a Jewish spiritual director/companion serving individuals and groups. Rabbi Eva has recently moved to Colorado from Manhattan where she was the Rabbi of The Shul of New York serving Jews and non-Jews across the denominational spectrum in the East Village. As a Rabbi, she is firmly committed to supporting people of all identities and enhancing the spiritual lives of those whom she encounters with an open heart by making them feel welcomed, regardless of background, ability, knowledge, gender or sexual orientation. Her strengths as a rabbi, pastoral caregiver and spiritual director/companion are her abilities to listen deeply and create a sense of loving presence with those she serves. She meets people wherever they are on their spiritual paths to live with more purpose, joy and connection throughout every phase of life. Rabbi Eva's commitment to social justice is an integral aspect of her practices.
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Mindy Berkower is the Chief Client Officer and General Counsel of iRelaunch which is the pioneer and leader in career reentry, bringing progressive employers together with “career relaunchers”. Currently, Mindy leads iRelaunch’s legal function, develops and manages key corporate client relationships, and advises on strategy and company practices.
Mindy shared that her mother was a strong role model for her and her brothers. Her mom went back to school after a career break to raise her children, and was an energetic, committed, can-do type of person.
Mindy had a dream of being a performer, a singer, but considered it impractical and did not pursue it after college. Instead, she went to law school and took a job with a corporate law firm in New York. The position was a good way to make money and to pay off her student loans, but she did not find it a sustainable way to live. She left the firm a month before her oldest son was born, and ended up taking a career break of 18 years!
“You can come back with a lot of strength and purpose, perhaps even more direction then you had coming out of college and going down a sort of pre-programmed predictable path. Whereas coming back from a career break, so many avenues and possibilities are open to you.” - Mindy Berkower
Key takeaways:
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When leading a group, make sure you understand the motivation of the other team members, and stress how the solution you’re presenting serves their goals. Mindy shared how possessing a certain level of diplomacy, clear communication skills and attention to detail served her well in the PTA as well as the corporate arena.
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Make an effort to find community, which played an important role in Mindy’s transition back to work. When she was exploring reentering the workforce after being a stay-at-home mom for 18 years, Mindy attended an iRelaunch conference in New York City. She kept in touch with people she met there, and joined the iRelaunch email list, which is how she found out about her first job.
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Keep networking. As we’ve heard from other guests, networking was very important as Mindy explored her next move. She let other people know she was interested in going back to work, believing that you never know who is going to be the bridge to the next opportunity for you. She shared a story of a friend of hers who was getting a pedicure, and was sitting next to someone who was the source of her next job opportunity.
About the guest:
Mindy Berkower is Chief Client Officer and General Counsel of iRelaunch. Founded in 2007, iRelaunch is the pioneer and leader in career reentry, bringing progressive employers together with “career relaunchers”: educated, experienced professionals returning to work after a career break. Since joining iRelaunch in 2013 after her own family-related career break, Mindy has held multiple cross-functional roles. Currently, Mindy leads iRelaunch’s legal function, develops and manages key corporate client relationships, and advises on strategy and company practices. Before her career break, Mindy practiced corporate and securities law in major NYC law firms. Mindy received her JD from NYU School of Law and her BA in Political Science from SUNY Binghamton.
Linkedin:- https://www.linkedin.com/in/mindysberkower/
Website:- https://www.irelaunch.com/
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Nancy Schwartz is the founder of Envision Healthy Retirement, working with business experts who struggle with major life changes around retirement and are ready to live their envisioned lives with a strategic approach and intentional design. Her vision is to transform executives from chaos to clarity, in order to move forward toward a purposeful and healthy retirement life
Nancy shared that she grew up as an only child. She was very close to her father, who encouraged her to believe she could do anything she wanted to. Her father was very transparent, and involved her, and her mother, in conversations about the family finances and investments.
She grew up with a strong work ethic, and remembers washing people's cars at the age of six or seven, when she was barely able to carry the bucket of water! Nancy was interested in both the arts AND science and often had two jobs, pursuing her passion for dance while also holding a corporate position. Her work ethic served her well, as she would often work from seven in the morning until early evening, and then transition to the studio until midnight.
In 2021, Nancy felt that she was no longer growing and that the corporate work she was doing, executive search, no longer challenged her. She began to research the next role that, as she put it, would allow her to spread her wings a little bit more. Her research confirmed that, as she notes on her website, people plan more for a short vacation than they do for a 30 year retirement!
“Retirement is a very secretive word. We often associate it with what’s on the other side. I always say: you are not going to have any idea about what it’s about. I could tell you about it, but it's like saying you were driving a Formula 1 car and now you're driving, I don't know, a family van of some sort”. - Nancy Schwartz
Key takeaways:
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The importance of relationships and community. Nancy noted that we are experiencing an epidemic of loneliness and that, to counter this, especially once we leave the workplace, we have to be intentional about building relationships like we were when building our careers.
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The need for us to nurture play and creativity. As adults, we’ve lost our natural tendency to be curious. Nancy recommends inviting ourselves to let loose and be more playful.
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Find a person or group to be accountable to. Nancy talked about this in the context of putting in place practices to build relationships, though accountability can be used in any area of our lives. If, for example, you say you’re going to have coffee with a friend at least once a week, find someone who will hold you accountable to that commitment.
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Know what drives you. We are not all motivated by the same things. Nancy works with people who have retired and no longer have their work identities, but haven’t yet figured out what they want to do with the rest of their time here. Each person she works with is unique, and will be motivated to move forward differently.
About the guest:
Nancy Schwartz is the Founder and Transformational Strategist of Envision Healthy Retirement. She spent her career in corporate leadership roles, working across a variety of industries in markets ranging from global multinationals to early-stage private equity and venture capital. Her innovative and solution-oriented approach to solving complex issues earned her high praise and recognition.
She is also a classically trained ballerina who has worked for nationally known ballet and modern companies. Today, she is passionate in continuing to study both modern dance and ballet, and enjoys performing new works.
She is a graduate of Skidmore College, and a member of select mentorships in both health and business. She is dedicated to her client’s success and growth as they transform into a healthy retirement life they envision and own.
Linkedin:- https://www.linkedin.com/in/nancy-schwartz-envisionhealthyretirement/
Website:- http://www.envisionhealthyretirement.com
Go to Nancy's website to download "5 Smart Actions for Better Sleep" and to schedule a complimentary Healthy Retirement consulting call.
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Malory Lea counsels clients on all aspects of estate planning, including estate, gift and generation-skipping transfer tax issues and income tax issues related to estate planning. Malory develops comprehensive estate plans for a wide range of clients, including high net-worth individuals, and is skilled at drafting wills and various trust agreements which address the needs of her clients.
Malory shared that, though she knows that she grew up privileged, her family never spent money unnecessarily. Her mother worked in the financial world, and was a strong model. Today, in her family, Malory manages the finances and is teaching money skills to her two young daughters.
Malory's decision to attend law school was influenced by her father, who is a practicing lawyer. Her first job out of law school was as a litigator but, after doing some work with a Trust and Estates attorney, she realized she was drawn to working with clients and feeling like she was having an impact on their lives.
" It's like a puzzle, you know, putting the puzzle pieces together, because we do a lot of stuff with the finances and trying to figure out what's the best way to avoid estate taxes. It's kind of just a puzzle and I enjoy that part." - Malory Lea
Key takeaways:
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Estate planning documents are important no matter what, but especially in a transition, like a divorce. Although there is a statute in New York State that revokes certain estate planning designations you made in the past, it only takes effect once the divorce is final. As we all know, divorces can take quite a long time and you don't want this to be hanging over your head in the interim.
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If you are currently going through a divorce, don’t forget to remove your spouse as your executor and especially as your power of attorney. You don’t want your ex-spouse to be making healthcare decisions for you in your healthcare proxy and living will. You’ll also want to review your beneficiary designations and, if needed, remove your ex-spouse from inheriting any assets.
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Often, when we put our estate planning documents together, we name siblings as secondary agents to take care of our children or to be our alternate agent under our healthcare documents or power of attorney. Know that, even when our divorce is finalized the statute in New York would NOT revoke those appointments. Yet another reason to review all our documents when going through a divorce.
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The statute also does NOT revoke irrevocable provisions passing to your spouse. Malory used the example of an irrevocable life insurance trust in place to pass to the spouse. Special documents need to be prepared by your estate planning attorney in order to amend or, in many cases depending upon what state you’re in, decant this trust. Similar to decanting wine, decanting a trust is the process of pouring the assets from one trust to another.
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Finally, Malory noted that it is important for all of us to have estate planning documents in place: to name a health care proxy and a power of attorney, to make our healthcare decisions known in a living will, to name a guardian for our minor children, to set up trusts when appropriate and to avoid the probate process, especially in states where the process can be time consuming and onerous.
About the guest:
Malory counsels clients on all aspects of estate planning, including estate, gift and generation-skipping transfer tax issues and income tax issues related to estate planning. Malory develops comprehensive estate plans for a wide range of clients, including high net-worth individuals, and is skilled at drafting wills and various trust agreements which address the needs of our clients.
Prior to joining the firm in 2020, Malory lived and worked as an estate planning attorney in Burlington, Vermont.
Malory enjoys hiking, yoga, and spending time with her husband and two daughters.
Linkedin:- https://www.linkedin.com/in/malory-goldstein-lea-727740b/
Website:- http://estatelawny.com/
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Carolyn Jungclas is a broadly experienced leader with a 25+ year career in supply chain, engineering, maintenance and operations. Her corporate career included management roles in both power plants and financial services, and spanned locations from Boston to North Carolina.
Carolyn shared that both she and her husband, Jeff, attended University of Michigan's engineering school. Though they both worked full time, they shifted into traditional roles when it came to their finances. Carolyn bought the family groceries and clothes, while Jeff managed the money. As Carolyn described it, Jeff was managing the books, while she was spending the money.
Carolyn began her career as a turbine engineer working on steam turbines at a power company, and quickly moved up the management ranks, ultimately becoming a power plant manager. In the mid-nineties, after the deregulation of the power industry, she moved the family to the Carolinas and became the plant manager of the tenth largest coal-fired plant in the United States.
It was a great move for them financially, since the cost of living was much lower in North Carolina than it had been in Boston, where they were living. She knew her position would require her to work 60 to 70 hours a week, so Jeff, who had more flexibility, was around for their young kids.
Carolyn's work started to take a toll on her family, her health and her marriage. She took a severance package and left the power company in 2007. Soon after, she was approached by First Citizen's Bank, for whom she had done a vendor management presentation while still working for the power company. She agreed to work for them as as a part time consultant, and stayed on for fourteen years!
"You're trying to figure it out. You don't have to have all the answers. You can go and make a choice, and if it doesn't work out, do something different. Unfortunately, a lot of times we get so involved that we say, I have to know the answer." - Carolyn Jungclas
Key takeaways:
- Recognize that a good partnership involves give and take on the part of each of the partners. Sometimes, as Carolyn describes in her relationship with her husband, Jeff - sometimes decisions were made to benefit her career, and sometimes decisions were made to benefit his career.
And a good partnership also means creating a framework to talk about money, as she and Jeff did only about ten years ago. This framework, and the relationship with their financial advisor, helped them make a huge course correction in their finances, and have more internal peace
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You don’t have to have all the answers when you’re just starting your career or, frankly, at any age. You’re just trying to figure it out. You try something, it doesn’t work out, you try something else. No decision is irrevocable. And, don’t make decisions on the basis of money alone. It’s the whole package - ask: does it work for my family? Is it the right step at this time in my life?
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Networking is so important. It’s through her relationships that Carolyn was able to move from her high intensity job managing a power plant to working 8 to noon in financial services, for First Citizen’s Bank.
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Know your skills and how they’d be used when considering careers. Carolyn knows herself to be a high extrovert, who enjoys cultivating teams and growing people, problem solving and strategic thinking, and is also a good negotiator! As she puts it: She enjoys bringing people together to solve problems. A career in procurement which incorporates all of these skills suits her well.
About the guest:
Carolyn Jungclas is a recognized expert in Procurement Strategy and Execution with more than 25 years of leadership experience in Financial Services and Public Utilities. Carolyn led the procurement strategy and execution for a nationwide bank, delivering year over year cost savings for commodities, software and services. She also developed the Third-Party Risk Management (TPRM), Procurement, Contract Management and Software Asset Management programs and managed them successfully for 14 years. At the utility, Carolyn managed the supply chain program, led the Combustion Turbine Operations fleet and managed the 10th largest coal fired power plant in the United States, ensuring cost effective plant operations with high reliability. Carolyn has a BS in Mechanical Engineering from the University of Michigan and an executive MBA from University of North Carolina.
Linkedin:- http://www.linkedin.com/in/carolyn-jungclas-mba-cpsm-2551285
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Hannah Starobin encourages every woman to reinvent life after 50. She is a licensed psychotherapist, in practice in New York City, and the Co-Founder of Twisting the Plot: Solutions for Women Over 50. In her co-hosted podcast, she speaks with women who have twisted their plots and discovered that life after 50 can be filled with imagination, inspiration, laughter and endless possibilities.
Hannah shared that she grew up loving movies and the theater. She had done some theater and summer stock in high school, but it wasn't until her father signed her up for a theater course that she discovered that theater was her passion. She loved the creative part, but especially the collaboration. As she described it, watching people tell a story and experiencing that together is an extraordinary experience.
Hannah ultimately left the theater world to become a stay at home mom. She found herself drawn to social work, after volunteering at a day program on the Upper West Side. It was creative and fast paced, just like theater work. She called her husband after the first day and said, "I'm gonna be fine. This is like every off Broadway theater I ever worked in!" She went back to school, and got her Masters in Social Work.
Hannah noted that it was also important to her to have a career of her own, unlike her mother who lived in her father's shadow. When the pandemic hit, it turned out to be very lucky that she was no longer involved in the theater industry. Both her husband and her son, who do have careers in the industry, had very little work when the theaters shut down.
"Everybody has a story. Everybody has something wise to say. We have a lot to offer, but we often lack the, and I think this is changing, but we often lack the confidence to know that we can do something big at this stage in our lives." - Hannah Starobin
Key takeaways:
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Notice the parallels between what you love to do and professions you might consider. Hannah had worked in the theater for many years and notied the parallels between the theater work and working with psychotic patients. In her own words, working with difficult patients requires creativity, since no one knows exactly what to do, and it’s equally fast paced. She feels that approaching her work as an artist, and not solely as a clinician, has been immensely valuable.
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Know that you have something valuable to offer and that you bring a unique perspective to everything you do. Women over 50 don’t have very many role models out there to help us realize that we can do something big at this stage of our lives. Through her podcast, Twisting the Plot, Hannah has met many active, interesting, curious women out there who have a lot left to do and a lot left to give. And the podcast itself was a challenge and ultimately a vehicle for personal growth for Hannah and her co-host Cecilia!
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Surround yourself with people who support and encourage you. Find people who are there for you and inspire you because it’s hard to do this reinvention work alone. Hannah feels lucky to have her friend Cecilia, who she has known since her theater days, to travel this path with.
About the guest:
Hannah Starobin is a licensed psychotherapist in practice in New York City and the Co-Founder of Twisting the Plot: Solutions for Women Over 50. She is also the co-host and producer of Twisting the Plot podcast where each week she and her co-host Dr. Cecilia Dintino speak with women who have twisted their plots and discovered that life after 50 can be filled with imagination, inspiration, laughter and endless possibilities. Hannah has a Masters in Social Work from Fordham University and a Certificate in Positive Psychology from The Flourishing Center
Website :-https://www.hannahstarobin.com
Twitter:- @HannahMStarobin
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Dayna Del Val is on a mission to help others (re)discover the spark they were born with through her extraordinary blog and newsletter, professional talks and the (re)Discover Your Spark retreats she leads. She helps people not just identify and articulate their dreams but develop a framework to get going in the pursuit of those dreams.
Dayna shared that she was an actor from a very young age, doing her first community theater production of the Sound of Music at the age of six! Acting was the thing that lit her up and used all the skills she was naturally gifted with at birth.
Dayna's son was born very shortly after she graduated from college, and so she did not realize her dream of moving to Hollywood and becoming a movie star. Instead, she used the skills that served her so well as an actor to support her in her role as President and CEO of a nonprofit, The Arts Partnership.
Dayna recently retired from that role, after close to thirteen years, to found Dayna Del Val and the Discover Your Spark experience. She expects that her skills will continue to serve her well in her new role as entrepreneur.
“I believe we are all born with a spark, something that lights us up, and a lot of times we are not raised in a way to discover it or to foster it or to grow it.” - Dayna Del Val
Key Takeaways:
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Know your strengths and your gifts. Dayna knows that she is a natural-born performer Whether on camera, on stage or at a cocktail party, she thrives on interaction with others. She also has strong listening skills, which enables her to connect people with ideas or resources that will be helpful to them.
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Build your life around your values. Dayna noted that money was never her focus; time was her focus. As a single mom, she wanted time with her son. As a performer, she wanted time to act. She continues to prioritize time for relationships that matter to her.
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Don’t shy away from difficult conversations. Dayna described her marriage to someone who suffered from alcohol addiction, and the out of control feeling she had as each of them avoided important conversations: about his drinking, about her spending. Noting that the most important conversation we need to have is often with ourselves, Dayna said journaling was cathartic during her husband’s addiction and recovery journey.
About the guest:
Dayna Del Val is on a mission to help others (re)discover the spark they were born with through her extraordinary blog and newsletter, professional talks and the (re)Discover Your Spark retreats she leads. She’ll help you not just identify and articulate your dreams but develop a framework to get going on the pursuit of those dreams—today, in the next few months, and for the years ahead. She’s at the intersection of remarkable and so, so ordinary, and she bets you are, too. Join her on the journey.
Linkedin:-https://www.linkedin.com/in/daynad/
Facebook:-https://www.facebook.com/daynadelvalextraordinary
Website:-http://daynadelval.com
Interested in booking a free consultation? Schedule a call.
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Cathleen Barnhart is the debut author of the middle-grade novel, That’s What Friends Do. She has a B.A. in Creative Writing and an M.F.A. in Fiction Writing. She has held more jobs than she can count, including process camera operator, waitress, perfume salesperson, and middle school humanities teacher, but being a fiction writer is her favorite job.
Cathleen shared that she was always interested in being a writer, from a young age. In high school, she took creative writing courses and was the editor of her school's literary magazine. Still, she was concerned about her ability to earn a living as a creative writer, and so majored in both professional writing and creative writing at Canegie Mellon University.
Her first job out of college was as in a management training program at JPMorgan, where she wrote to foreign banks about how to properly format their transfer requests! She left that job and went on to get an MFA in Fiction Writing at University of Massachusetts in Amherst. She got married and had her first child while she was still in school, and became an adjunct professor teaching freshman writing and literature while her husband finished his medical residency.
They eventually moved to New York, and Cathleen took a number of years off to raise her children. She wrote for a local newspaper, but ultimately decided to become a teacher in order to supplement her family's earnings and because she couldn't take the constant rejection of freelance writing! Though she loved teaching, she knew deep down that it wasn't fulfilling enough. When her salary was no longer a financial necessity, she took the risk, stopped teaching and became a full time creative writer.
“When I go to do school visits, I always say that I was the biggest impediment to becoming a published author because I had so much fear of failure.” Cathleen Barnhart
Key takeaways:
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Do things that take you out of your comfort zone. Cathleen described that, when she turned 50, she wanted to try new things and have new experiences. She started a blog and tried something new each month, including making a new friend, learning to can fruit and taking singing lessons.
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Ask yourself, what do I want to do that's really going to fulfill me and what's getting in my way? Cathleen realized that she wanted to write creatively and that she was her biggest impediment because of her fear of failure.
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Find activities and groups that support you. Cathleen joined several writing groups so that by the time she actually decided to leave her day job, she already had a community of writers to support her. She also found her exercise classes to be a supportive structure to her day.
About the guest:
Cathleen Barnhart is the debut author of the middle-grade novel, That’s What Friends Do. She has a B.A. in Creative Writing and an M.F.A. in Fiction Writing. She has held more jobs than she can count, including process camera operator, waitress, perfume salesperson, and middle school humanities teacher, but being a fiction writer is her favorite job.
She is married, has three mostly grown children, a dog, and a cat. When she’s not writing, reading, or walking Zeke, Cathleen fosters kittens and does CrossFit because it’s important to be sensitive and strong.
Website:- http://www.cathleenbarnhart.com/
Instagram :-https://www.instagram.com/cathleenbarnhart/
Facebook:- https://www.facebook.com/cathleen.barnhart
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Persephone Zill, WEDC Program Director, brings a wealth of experience with entrepreneurial education and non-profit management to her role. She has been helping women start and grow businesses for over fifteen years.
Persephone shared her growth story with money. Like her mother, she had a child like relationship with money; basically ignoring it and handing the power to someone else. Until one day, that someone else said that he was not going to pay for the $20,000 of credit card debt from her business. That was her wake up call. Although it was painful, it was the beginning of her growing up. She has never accumulated credit card debt since.
Persephone's marriage ended in divorce when she was in her fifties. By then, she was already enjoying budgeting with her Excel spreadsheet, and had a full time job with benefits as a Senior Director with Feeding Westchester. She feels that her experience with money is very much connected to the work she does now, helping women entrepreneurs not be afraid of the numbers, not be afraid of Excel.
She encourages them to be interested in the numbers. They're going to tell you whether your business is viable, whether it's worth doing, how long it's going to take to break even, how long it's going to take to be able to collect a salary from your hard work.
"I very much wanted women to have a voice and to stand in their gifts, to to self-promote, to be able to do public speaking, to be able to sell, to close the deal. " Persephone Zill
Key Takeaways:
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Though budgeting may sound like a dirty word to many of us, to Persephone, budgeting represents freedom. She describes being really resistant at first to the notion of budgeting, but now she enjoys it. It's freedom, she says, when you understand your finances. Persephone she feels that the personal work she's done around her finances Is connected to the work she does now, helping women have a voice and stand in their gifts.
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Be willing to grow an edge. Growing an edge is how Persephone sees the financial journey she has been on. Similar to yoga, we don't shy away from the parts that are hard. Instead, we push towards it and then we are able to increase our balance, increase our courage, increase our flexibility and resilience.
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Move forward while you're afraid. Persephone talked about moving forward while afraid to pursue a part-time career as an interfaith minister and a spiritual director. She sees her through story as helping people access their deepest knowledge and wisdom as they go along their path.
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Find community. Persephone describes WEDC, the Women's Enterprise Development Center, as a safe space where women can learn to start their own businesses while being vulnerable.
About the Guest:
Persephone Zill, WEDC Program Director, brings a wealth of experience with entrepreneurial education and non-profit management. She was the Associate Director at Fordham University’s social innovation lab and a Senior Vice President at Feeding Westchester, developing strategic partnerships around solving hunger in Westchester. Ms. Zill previously served as the Program Manager for WEDC, training and counseling women entrepreneurs for over nine years. She received a BA in American Studies from Barnard College and an MBA in Management/Entrepreneurship from Baruch College and is a graduate of Leadership Westchester.
Linked in :-https://www.linkedin.com/in/persephonezill/
Website :- http://wedcbiz.org
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Janine Firpo is a writer, angel investor, impact investor and social entrepreneur. She has been on a personal mission to invest all of her money in alignment with her values. She published her book, Activate Your Money, to provide the foundational support women need to take control of their money, become confident investors, and to take action to make an impact with their investments.
Janine shared that her mother was a role model for her and her sisters, by joining the workforce and becoming successful in ways normally women were not. Janine herself chose a non-traditional path , originally planning to be a doctor rather than a nurse, and then pursuing a career in the emerging technology industry, an unheard of field for women in the '70s.
Janine was fortunate to, in her words, ride the crest of the enormous wave that is the computer technology industry, which changed basically everything: the way we work, the way we think, the way we interact. She worked for Apple Computer from the late '80s to the early '90s, leaving because they wouldn't let her telecommute. She worked remotely for her next employer, and for various others, for the next 21 years!
In 1995, she made a huge shift in her career. She left the job she was in and went on a 5 month solo backpacking trip to Sub-Saharan Africa, where she encountered unbelievable poverty. She realized that she wanted to spend her life making a difference in the world, which led over time to working for the World Bank as a consultant, to being a Director at the Bill and Melinda Gates Foundation and eventually to her work today.
"Every time I trusted my intuition and the thought that this is something I should do, I could do, I want to do, it was scary, scary, scary, and I jumped off that cliff anyway. It was an amazing ride." Janine Firpo
Key takeaways:
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Know your skills. Janine very clearly knows that she's good at seeing what is possible, often before other people do. At the same time, she's able to think through how to go from a concept and vision to actually make it happen. Janine knows she is both a big picture person as well as a detailed person.
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Trust your intuition. Janine shared that faith and trust have played a large role in the career leaps she has taken in her life. She described that it started small, but over time she's learned to develop a sense of intuition and trust when she's drawn to making a change.
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Make use of your network. Janine shared that, in addition to trusting her intuition, she did an unbelievable amount of informational interviewing when she considered a change. At one point, Janine probably conducted over 200 informational interviews to figure out what her next move should be.
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Own who you are as a woman. In Janine's words, women are brilliant listeners. We are brilliant collaborators. We do great things in community. Intuition is part of who we are. We need to own our strengths as women so that we and others can benefit from them.
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Become more financially fluent. Janine wants us to understand our investments so that we can make investing decisions in keeping with our values the same way we do as consumers.
About the guest:
Janine Firpo is a values-aligned investor and social innovator. In 2017 she left a successful 35-year career in technology and international development to focus on how women can create a more just and equitable society through their financial investments. Her book, Activate Your Money, was published in May 2021, and recently became available in paperback. Janine co-founded Invest For Better, a non-profit organization that helps women invest their money in ways that align with their values.
Linkedin:https://www.linkedin.com/in/janine-firpo-047282/
Twitter: @janinefirpo
website:http://www.investforbetter.org
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Sue Bevan Baggott is an executive coach, angel investor, speaker and board member, who is skilled at uncovering deep human insights and making non-obvious connections that lead to impactful innovations and results.
Sue shared that she is the oldest of three sisters, and grew up in a home that stressed the importance of education. She was always interested in math and science, and initially thought she would study to be a veterinarian or a doctor. Once she was in college, however, she decided to study engineering, which she saw as a path to financial security.
After a summer internship with an oil company, sitting in front of a computer all day running mathematical models, she realized that she needed a career that was more people oriented. After college, Sue joined P&G, a consumer products company, in their beauty care division, and stayed with the Company for over 18 years!
Sue took advantage of a voluntary separation package offer, and a meeting with a former colleague, to dial back her hours and consult part time. This enabled her to spend more time with her young sons, as well as to get involved with some emerging philanthropic endeavors. Through her strategy consulting work, she was introduced to Queen City Angels, an angel investing group, and was shocked to learn that only about 3% of venture capital goes to female founders.
"When I realized the imbalances in the venture world and the fact that that's really holding back innovation for many things that would serve women better and would serve the world better, honestly, I was like, okay, I have to get on the playing field and get more involved in this." Sue Bevan Baggott.
Key Takeaways:
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Understand the activities that give you energy when thinking about the next role you might want to take on. In Sue's case, she enjoyed science and mathematics, but realized she needed to interact with people rather than sitting in front of a computer all day in order to enjoy her job.
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Know the value of persistence. Sue shared how she was determined to be involved with sports when she was in high school, though she suffered from asthma and wasn't a natural athlete. She ultimately ended up playing lacrosse and loving it! Similarly, she applied for an internship with P&G when she was in college and didn't get the position. She reapplied post-college and was hired in P&G's beauty care division, which began her long career with the company.
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Our challenges can be the source of our greatest strengths. Sue shared that when she was young, her mother faced a battle with mental health. Sue believes that this helped her develop sensitivity to other people's emotions. Empathy, Sue says, is her greatest strength.
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Seek out mentors. Sue named, in particular, two female sponsors that helped her career at P&G. Her advice to us: if you don't have this kind of support, seek it out. Sue leveraged the network she had built when deciding whether to take advantage of a severance package and leave P&G. She talked to a former colleague who had started his own consulting business, which helped her make the decision to make a change.
About the guest:
In her career journey from Global Innovation Leader at Procter & Gamble to Founder of Power Within Consulting to “accidental” Angel Investor and Startup Advisor, Sue discovered the power of empathetic human connections to drive more meaningful leadership, innovation, and entrepreneurial success.
Her strategic leadership and innovation expertise helped grow mega-brands from Pantene to Pampers as well as accelerated success for several high-growth startups.
Sue strives to empower positive impact and drive meaningful change in our world through her speaking, workshops, executive advising, angel/impact investing, and board roles - all in collaboration with purpose-driven leaders and organizations.
Linkedin:-https://www.linkedin.com/in/suebaggott1/
Website :- http://www.powerwithinconsulting.com/
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Christine Arylo has been a catalyst, mentor, and advisor for established and emerging leaders, from conscious business organizations and social impact entrepreneurs daring to make change, to change makers and influencers in a wide spectrum of industries, including healthcare, entertainment, law, government, financial, tech, education and academia. Her work and presence hits home for all people seeking to create a better world – for humanity, the people they love and lead, and themselves.
Christine shared that she grew up in Chicago. She wanted to pursue a career in the fashion industry, but her mother discouraged her, saying that artists don't make any money. After receiving her MBA from Northwestern University's Kellogg School of Management, she took a job with The Gap as an employee communications specialist.
During an all-hands meeting, the CFO of this profitable, $15 billion revenue Company announced that they were being dinged by Wall Street because their sales growth had slowed and so they were not going to pay bonuses to their employees. It was at that moment that Christine began to question the relentless pursuit of more in our culture, and how so many of us are imprinted by the belief that financial security is equivalent to true security.
Christine shared another epiphany she had when she was co-leading a retreat in Costa Rica. They were going ziplining, and she had all these things in her pockets, including her expensive sunglasses. And she realized that all her stuff was holding her back - that she couldn't hang upside down and be free because she was laden down with too many things. Seven months later, she sold her house and her car and became a nomad.
"I have this trust that my security comes from my ability to really tune in to what is right and what is real within myself, and then also be in co-creation with the world and the universe to guide me. It's a way of life that I feel is true freedom." Christine Arylo
Key takeaways:
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The importance of faith and trust and of understanding the more emotional aspects of money. Without this understanding, No matter how much money we accumulate, it can often never feel like enough.
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The importance of knowing the false dichotomy that our culture sets up. Either you have to sacrifice your security and struggle and do without in order to have your freedom, or you can have lots of money and things, but you're going to have to sacrifice your wellbeing or your soul.
This is just not true. Christine advocates finding the teachers and mentors and wisdom traditions to help you put practices in place to notice and work with the fears that make you believe this false dichotomy.
- Women in general have difficulty receiving. Christine walked us through a practice of slowing down, getting in touch with our level of energy and asking what it is that we need to receive in this moment.
About the guest:
Christine Arylo, MBA, is a transformational leadership advisor, teacher and best-selling author. She is known for her breakthrough and practical methodologies that give working professionals and entrepreneurs a path out of burnout and overwhelm so they can be influential leaders and change-makers who can make a positive impact without having to sacrifice their personal wellbeing or choose between having a whole-life or a successful career.
Blending traditional leadership techniques gained from her extensive 25 years of corporate and entrepreneurial experience, with 20+ years of study in wisdom modalities such as yogic science, body-mind-heart integration, and intuitive thinking, Christine brings a new lens and elevated consciousness to leadership, business, life design and social change.
She is the host of the popular Feminine Power Time podcast. Her fourth and latest book is Overwhelmed and Over It: Embrace Your Power to Stay Centered and Sustained in a Chaotic World.
Linkedin:- https://www.linkedin.com/in/christinearylo/
Instagram:- https://www.instagram.com/christinearylo/
Website:- http://www.christinearylo.com
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Lesley Jane Seymour uses her story of reinvention to inspire other women to reach beyond their self-imposed boundaries and realize that they can reinvent themselves--at any age. Through her online membership community, CoveyClub, and her podcast REINVENT YOURSELF WITH LESLEY JANE SEYMOUR, she enjoys connecting women to their dreams or to others who can make their dreams come true.
Lesley shared that her parents divorced when she was ten years old, a circumstance that contributed to her decision to make it her mission never to depend on anyone else for her financial resources. She vowed to be self-sufficient, and never to rely on others for money.
Lesley had a successful career as Editor-In-Chief of four national magazines: YM, Redbook, Marie Claire and More Magazine. She describes the hard work as well as glamorous lifestyle of these "high flying" jobs. She was flying around the world, receiving invitations to the White House, as well as being offered fancy handbags and clothes at a discount.
Her decision to leave the publishing world was made for her, when More Magazine was shut down by its owner. Lesley thought she would segue into working for the beauty industry on sustainability issues, after receiving her Masters of Science in Sustainability Management from Columbia University. Instead, the readers of More Magazine, angry about the plug being pulled, contacted her on social media and asked that she create something new for them.
"That has been my question my whole life: how do you bring the voices of women out and make them heard and make women more secure as they move through the world? And just because you lose your job, you can't stop answering that question, right? Or you're gonna feel unfulfilled." Lesley Jane Seymour.
Key takeaways:
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The importance of learning to delegate. Leslie considers herself a natural delegator and manager of people, but not all of us are. If you are considering starting your own business, learning to let go of tasks that can be done by others is an important skill. And nowadays there are resources available online such as virtual assistats, Upwork, Fiverr and others,
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Let go of the idea of perfection. Women especially tend to be perfectionists. That can be a roadblock to actually getting things done and taking the risks necessary to make changes in our lives.
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Cultivate the ability to ask for help. You'll be surprised as to how eager others are to be of service. You will build stronger relationships by being vulnerable enough to ask for help.
About the guest:
Lesley Jane Seymour is a media entrepreneur and founder of CoveyClub, a club for life-long learners launched in February 2017 (Covey is a small flock of birds). CoveyClub allows women 40+ to bond over issues of interest and concern through virtual salons (Coffee & Conversation Zoom calls) or topics in the CoveyClub blog, written and produced by the best journalists around the world. CoveyClub also offers a weekly podcast called Reinvent Yourself with Lesley Jane Seymour interviewing women who have done it, one-on-one networking groups called Covey Pods, a private social app (CoveyConnect) and special weekly coaching sessions called Positive Mornings. Lesley is also a certified Tiny Habits coach.
In January 2008, Seymour was named Editor-In-Chief of More Magazine, the leading lifestyle magazine for women over forty with a readership of 1.5 million and Editor-in-Chief and Social Media director of More.com. In July of 2015, Seymour created history by having the First Lady of the United States, Michelle Obama, guest edit an entire issue—leading to 8.5 billion media impressions worldwide. In 2008, Seymour led More to its first National Magazine Award nomination. In 2012, Seymour was named Executive Director of Meredith’s Beauty Center of Excellence; in 2009 she was named number four on the 2009 Most Powerful Fashion Editors List by Forbes magazine. Before taking over More, Seymour served as the Editor-in-Chief for Marie Claire magazine, Redbook magazine, and teen book YM. She was Beauty Director of Glamour, and senior editor at Vogue. She is the author of two books: On the Edge, 100 Years of Vogue and I Wish My Parents Understood. In 2013 she was named Chair of the Editorial Advisory Board for Duke Magazine and a Global Ambassador for Vital Voices. She is a trustee at Dana Hall School in Wellesley, Massachusetts.
Linkedin:- https://www.linkedin.com/in/lesleyjaneseymour/
Facebook: https://www.facebook.com/lesley.j.seymour
CoveyClub
Instagram:- https://www.instagram.com/lesleyjseymour/
Website:- https://www.coveyclub.com/
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Andrea Simon is a corporate anthropologist, culture change expert, and an explorer at heart. According to Andi, whether you are a company or an individual adapting to fast-changing times, your story transitions with you. The future is yours to envision.
Andrea shares about growing up in her family's retail business in Manhattan, on the corner of 110th Street and Broadway. She noted that the women in her family, both her grandmother and her mother, were forces in that business.
Andi was encouraged by her father to explore when she went off to college and so she did, discovering her interest in anthropology, an interest that she ultimately pursued as her profession. She was driven not by financial considerations but by her intellectual curiosity, knowing as she did that an academic career would not be a big money maker.
Anthropology filled Andi's curiosity about, as she puts it, the unknowns, and her passion to figure them out. One thing about anthropology that she learned early is: people don't really know what they're doing or why they're doing it! As Andi was crafting her own story, she became fascinated with the opportunity she had to study how people change.
"You already know how to do what you're doing. Now the question is, what are you not doing? Because that's where your growth is from. I've crafted an approach really grounded in observational research that helps (them) see things through a fresh lens." Andrea Simon.
Key takeaways:
- Keep showing up, since you never know where your next opportunity will come from. Andrea was already a tenured anthropology academic, when a chance meeting at a cocktail party brought her interest in studying change to a new career path consulting with the financial industry which was learning to adapt to the changing environment brought on by deregulation.
It was another chance meeting that brought her expertise to bear in the healthcare industry that went through its own changes as managed care was introduced.
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Know that listening is an important leadership skill. As a trained anthropologist, Andi is a keen observer and listener. She learned that the best way to understand and motivate people to change was to listen to them, observe them and to help them see what was happening.
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Feel open, as opposed to challenged. Rather than obsessing about her next move, Andrea retains, as she put it, a curiosity about how to have an interesting life and continuing to fill it with cool stuff.
About the guest:
Andrea J. Simon, Ph.D. (“Andi”) is an international leader in the growing field of corporate anthropology, an Axiom bronze Best Business Book of 2017 winning author of On the Brink: A fresh lens to take your business to new heights, and the founder and CEO of Simon Associates Management Consultants (SAMC). Andi’s second book, Rethink: Smashing the Myths of Women in Business, is a 2022 Axiom bronze Best Business Book in the Women in Business category. Rethink shows how women today are challenging the expected norms of business and crashing through with extraordinary creative business, legal and professional solutions.
Linkedin:- http://linkedin.com/in/andisimon
Website:- http://www.simonassociates.net
Interested in booking a free consultation? Schedule a call.
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Heather Sloan's life encompasses many roles, including mother, friend, teacher, public health nurse, and Spiritual Director. She finds great joy in accompanying others in the discernment processes of their lives as they pay attention and respond to desire and grace.
Heather shares how she grew up with a profound faith that she inherited from her mother, who demonstrated through her actions and words a deep trust that there will always be enough, that they will always be provided for. She was raised in Lake Tahoe, California, surrounded by abundant natural beauty.
She was interested in traveling and so pursued International Studies. Soon after graduating from college, she and her then husband became Peace Corps volunteers stationed in Africa, though the original intention had been to work in Latin America. This assignment taught her that she was resilient, that she could go anywhere and learn and adapt.
“From my faith perspective there is an abundance in this world, and to lean into that and everything that's out there is already available to me." Heather Sloan
Key takeaways:
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Abundance comes in many forms, not all of which are monetary. Heather noted that she grew up in an area that had enormous outdoor beauty, a place that offered, in her words, an extravagance of miracles and beauty.
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Learn to trust. Heather describes a faith-based trust in her own strengths, in her resilience, her ability to be anywhere and do anything. She specifically described her intention to spend time in Latin America teaching English, where she was comfortable with the culture and the language, and instead being stationed with the Peace Corps in Africa and appreciating her own ability to adapt.
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Often, the path we take to become who we were meant to be is meandering. Heather described choosing to pursue a nursing degree not because it was her passion, but because there were study materials in the lending library in Africa, the PeaceCorps offered a scholarship, and it seemed like a vehicle to doing more international work. Her path to becoming a spiritual director is similarly meandering.
About the guest:
Heather Sloan was raised in Lake Tahoe where the beauty of the landscape played a shaping role in her faith development. She’s held many roles, including mother, wife, friend, teacher, public health nurse, and Spiritual Director. She’s navigated through the significant life-altering event of divorce. She finds great joy in accompanying others in the discernment processes of their lives as they pay attention and respond to desire and grace. Her educational background includes a BA in International Studies from Westmont College, a BS in Nursing from The Johns Hopkins School of Nursing and completing the Academy of Spiritual Formation and the School of Spiritual Direction programs offered through Soul Formation based in Portland, OR.
https://www.soulformation.org/heather-sloan-sd
Email: LaViaLux@gmail.com
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Jillian Rothschild-Scholar is a classically trained Feng Shui expert. She founded Feng Shui in Motion, a private consultancy, to help ambitious people who feel like there’s something off in their lives or businesses get clarity, achieve balance and take action to get the results they desire.
Jillian shares that, growing up in the Midwest, she was a pretty unconventional kid. She found herself drawn to alternative modalities, such as herbs, tarot cards and horoscopes, even at a young age. Jillian grew up in a single parent home, having lost her mother when she was a young girl, and so was searching for clarity to address some of her doubts and insecurities.
Jillian had a multi-decade career in university admissions. At the same time, she was voraciouly devouring any book she could find on Feng Shui, even taking a certification training. By the time she was laid off in a massive restructuring in 2019, she had a decade of study, practice, a side business, and strong accumulated financial resources to turn to for support.
"I was really in acceptance of it being an opportunity for me to shift. And transfer the skills that I had learned and build a business and help people in a totally different way using a similar skillset, but a different modality". Jillian Rothschild-Scholar
Key takeaways:
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When considering a career change, think of the skills you’ve developed in your previous career. Jillian had developed great people skills. She had spent many hours listening to people, learning to ask really good questions and identifying emotional cues that might be holding people back from making decisions, and what would they need to hear in order to feel confident to move forward.
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Don’t quit your day job. Jillian was practicing and studying Feng Shui and helping her friends for free, while continuing to work in university admissions for close to a decade before making it her full time job.
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Know that it takes trust and courage to go after the things that are really important to you. Jillian now, after living on this planet for a number of years, understands that she has tools and resources and gifts and talents that will enable her to withstand anything that life throws at her.
About the guest:
Jillian Rothschild-Scholar is a classically trained Feng Shui expert, and her foundational training is in the ancient wisdom of the over-400-year-old Wu Chang Feng Shui Mastery lineage.
She has been working in a private Feng Shui consultancy since 2010. She used the wisdom of ancient, time-tested methods, systems, and applications, while offering practical solutions for modern lifestyles to solve problems. One of her strengths is that she simplifies the intricate details so clients can take immediate action to enhance the physical, emotional, and/or spiritual aspects of their lives.
Facebook:- https://www.facebook.com/FengShuiJillian/
Linkedin:- https://www.linkedin.com/in/fengshuiinmotion/
Website:- http://www.fsinmotion.com/
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Tammy Gooler Loeb is an Executive and Career Coach, Author, Speaker, and Podcast Host. Through her coaching practice, her book, Work From the Inside Out and her podcast by the same name, Tammy helps her readers, listeners and clients develop greater satisfaction in their careers and work relationships.
Tammy shared her own personal career journey. She worked at her college career office when she was in school, spent some time in community mental health, in the Mayor's office in Boston working on public policy, and then as a writer of grants for non-profits.
Tammy describes how she began to chafe as an employee, always working under someone else's agenda. She realized that she was not a great employee; she did not like being told what to do. She started her consulting business after receiving a great piece of advice: have a part time job as a financial anchor and build a side gig around that.
"Networking wasn't just about telling people about me to help me get a job. It was more finding out about what other people were doing, what they liked about it, and then seeing what that sparked in me". Tammy Gooler Loeb
Key takeaways:
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Be willing to shake things up, to take a risk, when you’re in a rut. In Tammy’s case, at age 25, she bought a one-way ticket to Athens, with nothing else but a backpack, to kickstart her sense of adventure, freedom and curiosity.
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Consider working in a field before pursuing a degree in it. Tammy had applied to and was accepted into a program for a Masters in Public Policy, but then realized it made sense to work in public policy before enrolling, even with a great scholarship award. And she did NOT end up pursuing that degree!
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As you explore next steps, talk to other people about what they are doing. Tammy shared that, if she saw someone doing something that interested her, she always made an effort to reach out and find out what they liked about it and how they got where they were. Looking back, she realizes she was networking!
About the guest:
Tammy Gooler Loeb is the author of Work from the Inside Out: Break Through Nine Common Obstacles and Design a Career That Fulfills You. She is a career and executive coach, speaker and facilitator with expertise in career transitions, team, and leadership development. Tammy’s clients represent many sectors and industries.
Tammy’s weekly podcast, Work from the Inside Out, highlights stories of guests' career transitions to more meaningful work.
Her expertise has appeared in Forbes, Fast Company, The Boston Globe, and Harvard Business Review Ascend.
Tammy holds a B.A. in Psychology from Hampshire College, Amherst, MA, and an MBA from Boston University, Boston, MA.
Linkedin:- http://linkedin.com/in/tammygoolerloeb
Facebook:- http://facebook.com/TammyGoolerLoebCoaching
Her free gift Bonus Workbook can be accessed through www.tammygoolerloeb.com/workbook
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Ivy Eisenberg is the founder and CEO of Our IdeaWorks as well as an award winning humor writer and Moth StorySLAM winning storyteller and comedian.
Ivy shares her money journey. She began working at the age of 14, lying about her age in order to have some spending money! It has always been important to her to have a steady paycheck in order maintain her lifestyle.
Ivy discusses how it has been possible for her to have a 9 to 5 day job while giving time to her passion. She worked as a technical writer and then as a designer of user experience. At the same time, she pursued her interest in stand-up comedy and storytelling.
"I never wanted to sell my belongings and live meagerly just to be creative. I like my stuff. I like my house. I like to shop at Whole Foods." Ivy Eisenberg
Key Takeaways:
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Understand your strengths. Ivy uses her gift with language and of understanding how others think to explain technical things to non-technical people.
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Find something you love to do and the money will follow. Ivy enjoyed learning about new, cutting edge technologies in her various roles. In her own words, she was obsessed with her work and the art of human communication, rather than being obsessed with the money as others were.
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Know your definition of enough. In Ivy’s case, she knew she wouldn’t be happy scrimping and living meagerly in order to follow her creative muses. She has always had a day job to support her lifestyle. And this sense of being supported enables her to truly put her energy into her “after work” life, without worrying about paying the bills.
About the guest:
Ivy Eisenberg (www.ivyeisenberg.com) is an award-winning humor writer, Moth StorySLAM winning storyteller and comedian, who performs throughout the Greater NYC area and Washington, DC. She has appeared in PBS’s Stories from the Stage, She Makes Me Laugh Comedy Festival, and several other shows. Ivy co-produces “Solo Heroes,” a revue of solo shows in progress, and “Storyboom,” a storytelling show. She also coaches storytellers. By day, Ivy runs an IT and Innovation consultancy, Our IdeaWorks (www.ourideaworks.com)
Linkedin:- https://www.linkedin.com/in/ivyeisenberg/
Facebook:- https://www.facebook.com/ivy.eisenberg.5
Interested in booking a free consultation? Schedule a call.
Stay connected:
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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Robin Wald, founder of Robin Wald Cosmic Wisdom, is an ICF Certified Coach who supports people's growth, learning, transformation and well being.
In this week's Making Change with your Money podcast, Robin shares her inspiring journey with money. She talks about her transition from working at a construction company to supporting her husband’s business, discovering her passion for teaching teenagers and finally becoming a Life Coach.
She went through a massive transition in her life at the age of 45 when she divorced her husband after 28 years of marriage. After this, she went on a journey of self-exploration and decided to pursue life coaching.
"One of the greatest things I took away from that whole time of figuring out where am I going to live and how am I going to earn money, and what is my life going to look like now that it's completely different was a sense of patience, of not needing to have the answers." Robin Wald
Key Takeaways:
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Figure out what you love to do. Robin figured out that she loves teaching, not surprisingly since her parents were both teachers, and has been teaching nutrition, yoga, Judaic studies, astrology, coaching to various populations ever since!
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Get skills and training when shifting professions. Robin recognized that she innately had the skills of deep listening, presence and awareness that could help her in her chosen role as a life coach. And she also became an ICF-Certified life coach, which she found to be invaluable training.
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When facing a big life transition such as divorce, the support of family and friends is crucial. Robin noted that she benefited tremendously from her support system as she explored who she was becoming when her marriage ended. These relationships helped her implement the necessary changes in her life.
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Align your financial life with what you value. For Robin, she values being in nature, traveling and spending time with family. Having a home that enables her to live below her means has been key to reducing stress and feeling grateful.
About the guest:
Robin Wald is an ICF-certified life coach, a professional consulting astrologer, a certified yoga and meditation teacher, and Jewish teen and family educator. Through her business, Cosmic Wisdom Coaching, Robin supports people's growth. learning, transformation, well-being and success.
Linkedin:- https://www.linkedin.com/in/robin-wald/
Website:- https://robinwald.com/
Interested in booking a free consultation? Schedule a call.
Stay connected:
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Get your free copy of Unlock Your Money Blocks Workbook : Your step-by-step guide to unlocking your blocks to financial freedom.
Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Betsy Steward is a former opera singer turned fundraiser, and serves as a fundraising mentor through Betsy Steward Consulting.
Betsy shares how she has always been an entrepreneur. She started at age 13 when she taught piano lessons, on to her years as a freelance opera singer, then owner of a computer training company, and ultimately a development professional. The through line is her passion for helping people.
What may have seemed like kismet came from Betsy intentionally attending an event, where she met someone who introduced her to her first boss, Cora Greenberg, the then Executive Director of Westchester Children's Association.
“The definition of my success is less based on money and other people’s opinions. I am less judgemental towards myself and I don’t look for validation anymore” - Betsy Steward
Key Takeaways:
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When considering a career change, think about what it was about your previous careers that you enjoyed and consider bringing those passions and innate skills into your next role.
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If you are considering entering a new field, look into certificate programs or other ways of becoming credentialed.
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Network, network, network. Join professional organizations in your field and attend events to build relationships.
About the Guest:
Betsy Steward is an experienced fundraising consultant who advises clients on major gift solicitation, cultivation, stewardship, and back-office organization. She posts a monthly blog about fundraising that has been recognized. Betsy was Senior Consultant with Heller Fundraising Group for four years, advising clients on capital campaigns and major gift fundraising. Before that, she was Director of Development for the Westchester Children’s Association (WCA) for over ten years, where she led WCA’s Centennial Campaign, exceeding the goal and virtually doubling the organization’s operating budget. Betsy was named 2017 Fundraiser of the Year by the Lower Hudson Valley Association of Development Officers.
Linkedin:- http://linkedin.com/in/betsysteward
Website:- https://www.betsystewardconsulting.com/
Interested in booking a free consultation? Schedule a call.Stay connected:
Connect with Laura on LinkedIn
@Rotters5 on Twitter
Connect with Laura on Facebook
Subscribe to my YouTube channel
Subscribe to my newsletter
Get your free copy of Unlock Your Money Blocks Workbook : Your step-by-step guide to unlocking your blocks to financial freedom.
Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Laurie Hirsch Schulz, founder of LHS Coaching, is a transformation coach and facilitator.
In this week's Making Change with Your Money podcast, Laurie describes how she transitioned from corporate roles at Kraft Foods and Visa to starting her own coaching business.
She shares how an offhand comment over dinner early on her career changed her entire life
"You never know what kind of influence you have on someone, and how just one sentence can change their trajectory" - Laurie Hirsch Schulz.
Key Takeaways:
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Listen to your intution AND combine it with facts. Pay attention to your gut coupled with objective measurements.
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Bravery plays an essential role as we navigate life transitions. In Laurie's words, magic happen when you're uncomfortable.
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Foster relationships with advisors that you can turn to for advice.
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Do your research before taking a leap. Talk to as many people as possible to understand the implications of your decision.
About The Guest:
Laurie partners with career explorers, solopreneurs and non-profit founders who are at professional inflection points to navigate through change to clarify, embrace and activate new opportunities. Laurie coaches at the intersection of work and life, supporting her clients to define what's next and "Map their Next Move". Services include 1:1 coaching, group programs and interactive workshops. Laurie also is the founder of Broad River, a women's networking group serving the Westchester NY Rivertowns, and the president of the board of the Westchester Youth Alliance.
Linkedin:- https://www.linkedin.com/in/lauriehirschschulz/
Instagram:- @lauriehirschschulz
Website:- https://lhscoaching.com
Interested in booking a free consultation? Schedule a call.Stay connected:
Connect with Laura on LinkedIn
@Rotters5 on Twitter
Connect with Laura on Facebook
Subscribe to my YouTube channel
Subscribe to my newsletter
Get your free copy of Unlock Your Money Blocks Workbook : Your step-by-step guide to unlocking your blocks to financial freedom.
Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
Nancy Kessler, founder of Memoirs Plus, discusses the challenges and experiences of her life that finally led her to start a business at the age of 58.
Nancy shares how she worked at various jobs, but when she was fired at 58, she decided to take it as a sign and start her own business. Several people commented that her business idea would not make her rich, but she wanted to do something that made her happy and offered her the luxury of freedom while working comfortably for 30 hours a week.
“When I got fired at 58, which, by the way, is on my calendar every day, it's listed as Freedom Day. It was the kick in the pants I needed to start my own business."- Nancy Kessler.
Key Takeaways:
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Understand what is important to you and use that as the framework for your decision making.
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Be a collector of skills. Each role you play or job you take will allow you to hone your skills over time.
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Do a lot of networking before you start any project. The realtionships you build will be invaluable as you move forward on your journey.
Listen to the entire episode to learn more about Nancy and how she overcame the challenges in her life and business.
About the guest:
Memoirs Plus founder Nancy Kessler has a passion for listening and capturing the essence of a life. A former museum curator, she creates memoirs, producing a beautiful book to share with family, friends and future generations.
Connect with Nancy at:
Linkedin: https://www.linkedin.com/in/nancykessler/
Facebook: https://www.facebook.com/memoirsplus
Website: http://memoirsplus.com/
Interested in booking a free consultation? Schedule a call.Stay connected:
Connect with Laura on LinkedIn
@Rotters5 on Twitter
Connect with Laura on Facebook
Subscribe to my YouTube channel
Subscribe to my newsletter
Get your free copy of Unlock Your Money Blocks Workbook : Your step-by-step guide to unlocking your blocks to financial freedom.
Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.
In this very first episode of my podcast, Making Change with Money, I talk about the life experiences that ultimately led me to leave my high paying but life draining position on Wall Street to start my financial advisory firm, True Abundance Advisors.
Key Takeaways:
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More achievements and more possessions do not equal more happiness. You CAN live a joyful and contented life with fewer things.
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Make the decision to no longer be a victim of your life, but instead to author your life. You may be surprised by what happens next!
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Put practices in place to build and maintain resilience as you continue to navigate life's inevitable challenges.
Listen to the entire episode to learn more about my journey and why I decided to start this podcast.
Interested in booking a free consultation? Schedule a call.
Stay connected:
Connect with Laura on LinkedIn
@Rotters5 on Twitter
Connect with Laura on Facebook
Subscribe to my YouTube channel
Subscribe to my newsletter
Get your free copy of Unlock Your Money Blocks Workbook : Your step-by-step guide to unlocking your blocks to financial freedom.
Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.