Wealth is a Team Sport LIVE: Recent Episodes
Tara Nolan
Trust begins with conversations, education and knowledge enabling you to live the financial lifestyle you desire. Life is hard enough and surrounding yourself with a team of financial professionals to be on your side is game changing. Listen in as we interview experts from accountants to Air Force pilots and everything in between. Enjoy new ideas and new perspectives as you think about who's on your team.
In this episode we brought Susie deVille to talk about her book Buoyant. We discuss The 5 M's that are included in her book and how it can bring you success as well!
In this episode we brought Gena Cox to talk about how we can make POC feel comfortable and included in the workplace. She explains how people rather stay in a comfortable workplace than one that doesn’t respect them. She also goes on to explain how we as humans can have some grace while correcting our biases the correct way.
Tara and Carol discuss how to invest your money, how to find the right advisor for you and how to create a portfolio that is aligned with your values.
This week Tara and Michael discuss the importance of knowing your strengths and weaknesses. Michael also explains why you can't force someone into being excellent.
Tara and Marisa discuss the importance of staying present and how that can enhance your life. Marisa also goes over the difference between integrating different parts of your life and creating balance.
Tara and Dr. Katie Keller Wood discuss how a "work-life balance is a false notion as well as the important work that Montessori schools are doing.
Tara and Carole discuss the importance of building trust by focusing on the buyer. Carole also discusses the steps you need to take to change your behavior.
Tara and Kim discuss their experiences as female fighter pilots in the USAF. Kim also speaks about good leadership skills and the importance of lifting up everyone around you.
Tara and Dawn discuss smartmomgigs.com where Dawn pairs women with companies hiring remote positions. Dawn stresses the importance of adult education and using your skillset to get a virtual position.
Tara and Don discuss getting into event planning work after retirement. Don also addresses qualities that come in handy to do so.
During the latest episode of The Bull, The Bear, and My Brother’s Chair, Nate Lucius, Gradient’s President, and Brian Lucius, Gradient’s Chief Distribution Officer, react to the news of the Fed’s interest rate hike and what it means for you and your financial strategy. Join Brian and Nate as they have a spirited and informative conversation about not only the interest rate hike, but our current bout of inflation, taxes, retirement planning and more. After this episode, you’ll have important new insights into the state of the current economy as well as where it may be headed.
During this episode of The Bull, The Bear, and My Brother’s Chair, Mariann Montagne a Portfolio Manager with Gradient Investments and a Chartered Financial Analyst (CFA), describes how the current economy is being affected by inflation, energy production, and the Russia/Ukraine conflict.
Join Brian Lucius, Gradient Financial Group’s Chief Distribution Officer, as he and Mariann have a fascinating and engaging conversation about the current economy while also touching on the necessary steps to earn a Chartered Financial Analyst certification.
Tara and Ken discuss how being told "no" can be a powerful motivator in both a positive and negative way. Ken shares his expertise with building trust in teams and how to benefit from feedback.
Tara talks about her new book and discusses the importance of knowing which questions to ask as well as knowing when to ask for help. Kris goes over the Rule of 100 and investing your money the right way.
Tara and Kenny talk about the importance of knowing your ideal client, showing how you can solve their problems, and meeting them on their level.
Tara and Kasey discuss the importance of delegating the small easy tasks so you can focus on the bigger important ones. They also go over the fact that your business will change and so your approach will need to as well.
Tara and Patricia discuss Captial Sisters International and how they provide microloans to women all across the world. Patricia also shares her story about how joining the Peace Corps and moving to Africa inspired her to dedicate her life to helping women.
Zachary shares his story from growing up with ADD to struggling in the Marine Corps boot camp to growing a multimillion-dollar business from the trunk of his car. Tara and Zachary talk about the importance of diversity in thinking and he shares his experience as a firefighter.
James tells us the tale of how he went from sleeping on a floor in LA to living in Taiwan. He shares the difference between working hard and working stressed, as well as the incredibly important value of communication.
Bill shares that business is strictly about people and relationships. Tara talks about what her clients mean to her and how the fundamentals of business are the same but the people make all the difference. Bill tells how to divide and conquer as a business owner.
Aileen shares how you need to take your customers feelings into account, and what they think about YOU makes a world of difference. Tara and Aileen both share their perspective on what it means to have a value driven brand and shed some light on the cornerstone of delivering experiences to your customers.
In this episode Kevin and Tara discuss the value of active and genuine listening and how that can play a role in your relationships, both business and personal. Kevin tells us about his new book as well as the simple value of caring deeply for your customers. Being genuine is the best thing you can do!
In this episode Jannell teaches us the practice of being present in each moment and how that can change your life. She talks about competitive stress and shares, from her own experiences, some tricks to ground yourself in stressful situations.
In this episode Gavin Watson, a British army veteran of 16 years shares his story with us. Tara and Gavin talk about resilience in veterans, the struggle of asking for help, and examples of questions that are helpful for civilians to ask the veterans in their life.
In this episode, David deep dives into things you may not know about real estate investment. From describing the difference between a real estate agent and a real estate investor, to sharing his secret bonus concept, this episode is packed with great real estate tidbits!
In this episode Ralph and I really dug into supply chain management and how to involve both your right and left brained individuals. Ralph share the importance of allowing emotion in the workplace.
In this episode Bernadette tells us about diversity and inclusion in the professional setting. We talk about the ARC method: Ask Respect Connect
In this episode Nadine focuses on the patience it requires to become financially successful. We discuss the importance of wealth being a team sport.
In this episode, Samantha and I talk about uncovering your unconscious bias and realizing how they effect you. Samantha points out the importance of committing to evolve.
In this episode Kevin shares his three specific steps to success as well as the value of sincere business relationships. Kevin is known for his vast professional network and so he talks about increasing your rolodex.
In this episode Juli describes what the circular economy is and the role we can play in sustainability. We talk about specific questions to ask yourself before you buy a product.
In this episode Fotini shares about how body language is perceived in the professional world, specifically as a woman.
In this episode Gena talks about the differences between diversity and inclusion. Gena shares about the discomfort around inclusion and the strategies to apply.
In this episode Jeffery and I talk about controlling your environment in uncontrollable circumstances. Jeffery talks marketing and the importance of human connection.
Tara and Kasey discuss the importance of delegating the small easy tasks so you can focus on the bigger important ones. They also go over the fact that your business will change and so your approach will need to as well.
In this episode Al and I discuss the complex emotions that many people have surrounding the topic of finances. Al shares with us his LEAP model.
In this episode we talk about the difference between managing time and managing yourself. Don describes how to shift they way you think about saying, 'I don't have time!'
In this episode Susanne explains how to be a business owner on an emotional level. She is passionate about minorities and reaching outside of your comfort zone.
In this episode we discuss what financial feminism means and the bias that many women face in the workplace.
In this episode we discuss money saving tax strategies as well as how you can pursue your passions when starting a business. Tatiana shares how she is able to balance her business and children all while writing a book.
Description: In this episode we talk about how Robin chooses to role model finances to her kids and the importance of teaching them to be financially smart at a young age. As a bonus, Robin shares her five pillars of money with us.