Podcasts about certified financial educator

Augustus Christensen is the founder and CEO of Share Scoops, a comprehensive content creation platform that helps financial professionals create effortless content that attracts and engages clients. Share Scoops Pro Content Suite saves advisors time and strengthens their digital presence through consistent, high-quality content. Users can customize Share Scoops' endless digestible news and education bites to share social media posts and personalized newsletters in seconds. Before founding Share Scoops, Augustus was an Outsourced Chief Investment Officer advising and managing multi-asset portfolios for endowments, foundations, and institutional family offices at J.P. Morgan. An experienced investor and Certified Financial Educator®, Augustus makes financial news and education more accessible through social media, newsletters, and consumer apps. Augustus sold his first startup to a prominent tech firm after graduating from Georgetown University, where he studied economics and computer science. He lives in New York City with his wife. Listen to this insightful RIA episode with Augustus Christen about boosting your visibility and connecting with clients. Here is what to expect on this week's show: - How Share Scoops simplifies the process of creating social media posts and newsletters for financial advisors. - Why advisors should transform complex financial news and concepts into digestible content. - How financial advisors often struggle to find the time to create consistent content due to their busy schedules. - Why Share Scoops is designed to be human-centric and emphasizes relatable financial insights for clients. - How Share Scoops enables advisors to share timely updates about market trends and economic changes easily. Connect with Augustus: Links Mentioned: https://www.sharescoops.com/ X, Instagram, TikTok: @sharescoops LinkedIn: linkedin.com/company/share-scoops Learn more about your ad choices. Visit megaphone.fm/adchoices

Happiness Solved with Sandee Sgarlata. In this episode, Sandee interviews Chi Dong. Chi is a seasoned Financial Educator and Certified Financial Educator (CFEd®) with a wealth of experience spanning various sectors and on a mission to combat financial illiteracy, a global crisis impacting billions worldwide. Currently, she lives in Plano, Texas, and is affiliated with HowMoneyWorks® (Click https://howmoneyworks.com/chidong to download the How Money Works e-book PDFs) and a Certified Financial Educator endorsed by Heartland Institute of Financial Education, In her current role, she educates individuals and organizations on financial wellness, empowering them to take control of their financial futures. He passion is to help empower business owners with financial solutions to secure financial future as well as providing high level solutions to retain key employees and minimize taxes. Previously, Chi honed her skills as a Restaurant Owner. One of the hardest roles to succeed in. She is indefatigable with a strong entrepreneurial spirit. Her experience in managing Asian/Fusion restaurants, helped build perseverance and equip her with invaluable negotiation and management skills. Driven by faith and conviction, Chi is passionate about inspiring breakthroughs and helping others achieve their best selves. Her diverse skill set and dedication to financial education make her a valuable asset to any organization or individual seeking to enhance their financial literacy and secure a brighter financial future.   Connect with Chi: linktr.ee/chidong Connect with Sandee: Website: www.sandeesgarlata.comPodcast: www.happinesssolved.comFacebook: www.facebook.com/coachsandeesgarlataTwitter: www.twitter.com/sandeesgarlataInstagram: www.instagram.com/coachsandeesgarlata

Welcome back!! This insightful session delves into the significance of money mindset and how to improve your relationship with money. You will also learn practical strategies for managing personal finances, including effective cash flow management and tax-efficient investing, all designed to optimize your financial wellness.  Anna is a Certified Financial Educator & Wealth Coach, and she talks about how improving your money mindset can positively impact your financial decisions and overall financial wellness, as well as looks at some effective strategies for managing cash flow to ensure financial stability and growth. She also gives some ideas for how to utilise tax-efficient investing to maximize wealth and achieve long-term financial goals. Find out more about working with Anna here 

*Trigger warning: This episode mentions acts of domestic. Listener discretion is advised*Justine De Peralta is a Certified Financial Educator & Money Coach, specializing in helping BIPOC women & domestic violence survivors develop the confidence & financial literacy skills needed to navigate difficult money situations.Her commitment to supporting those in need started in 2007. She served at a local courthouse, helping people dealing with divorce, child custody & eviction. She realized that financial challenges and domestic violence emerge as the foremost factors for divorce.After her own experience being in an abusive marriage, she knows firsthand what it's like to navigate difficult money situations & hitting financial rock bottom.However, she's been able to bounce back STRONGER, SMARTER, HEALTHIER & WEALTHIER! Today, she's teaching women and domestic violence survivors how to do the same!This week, Justine shares her personal journey of leaving a toxic marriage and rebuilding her life. She discuss the financial aspect of abusive relationships and the importance of reclaiming financial independence. She emphasizes the need for survivors to prioritize their financial well-being and offers tips on how to start the process of rebuilding after leaving.If you want to learn how to financially recover during & after an abusive relationship, how to build your own financial safety net and how to reclaim your financial autonomy and confidence, this episode is a must listen!*Note: If you or someone you know is experiencing domestic violence, please know that help is available. Call the 24/7 National Domestic Violence Hotline at 1-800-799-SAFE (7233) for confidential support.Looking for support on your healing journey from toxic relationships? Purchase my new workbook, BREAKING FREE, here.Book your free coaching call with me here!Share this podcast & leave a rating + review on Apple. New episodes premiere every Tuesday.Follow me on Instagram, Threads, TikTok, LinkedIn, Facebook, Twitter & YouTube!Get your free copy of The Thrive Guide!Visit my website to stay up-to date.Sponsors:BetterHelp®— Get professional support when you need it. Receive 10% off your 1st month with my sponsored link!Purple Garden™— Get palm readings, oracle guidance & more with trusted providers in the psychic advisor space. Receive $10 of your 1st deposit matched by using my promo code.

Head of Education & Creative at Ulta Beauty, Anna Manukyan is a beauty pro with a 'twist'! In addition to her expertise in all things beauty, Anna is a Certified Financial Educator and licensed financial agent. Co-founder of the Beauty Finance Group, Anna has an absolute passion for sharing her considerable knowledge and insights into financial literacy as the foundation for long, sustainable, and satisfying careers. An absolute must-listen to episode!

Co-author of "How money works for women", Kim Scouller is recognized as a leading advocate for women and their finances. She has been an attorney for more than 30 years and served as in-house counsel for one of the largest financial services companies in the world. During her tenure at Transamerica, she served in several executive roles for the company's insurance affiliates, broker-dealers, mutual funds, and investment advisors. In her last four years there, she served as the president of the Transamerica broker-dealer with the largest number of registered representatives. In this episode of Asian Pacific Voices Radio, Kim Scouller discusses teaching people how to manage money wisely. She shares her knowledge with women, underserved communities, and communities that haven't really been focused on the financial services industry. As one of the few women broker-dealer presidents in the U.S., she traveled around the country talking with people, especially women, about the steps to identify and achieve their financial goals. Wanting more control over her time, Kim left her corporate career to start her own financial business and law firm based in the Atlanta area. A Certified Financial Educator, Kim continues to speak with women about the importance and impact of financial education that leads to literacy.

Check out FYI FLI Episode 116 w/ Public speaker, Certified Financial Educator, and the founder of Gage St. Society: Fre Greene!   In this episode, Hassan and Fre chop it up about:  - The importance of having an “OUTSIDE” Fund  - The Biggest Benefit Of Being Financially LIT   - Planning for short term VS long term goals   If you're looking to be motivated, educated, and entertained…this podcast is for you!

Check out FYI FLI Episode 110 w/ Veteran, Certified Financial Educator, and The Mommy Money Coach: Anna Boyd!  In this episode, Hassan and Anna chop it up about:   - Tips on holiday spending  - Dealing with emotional stress from the holiday season   - Teaching kids about money, gratitude, and delayed gratification   If you're looking to be motivated, educated, and entertained…this podcast is for you!

In this episode we talk with Anthony Gurrieri. As a Certified Financial Educator he helps people understand how money works. He dispels some myths about money and imparts some valuable information. Anthony can be reached at: 630-730-9650 or https://howmoneyworks.com/anthonygurrieri

Kerry Morris, Author of When Retirement Goes Bad, Life Sucks, Certified Financial Educator, and CERTIFIED FINANCIAL PLANNER™ professional.Kerry Morris has been serving families for the past twenty-five years as a financial planner and advisor. He has recently launched HonorShield, LLC., as a way to challenge the current thinking and behavior of consumers and financial advisors preparing for the potential high cost of aging.He has spent several of his twenty-five-year career advising hundreds of families experiencing the nightmare of paying for care. The question, always, was “how to make the money last”?Morris has watched too many families, too many men and women not be fully prepared for retirement. The financial industry has put this cost-of-care issue on total “ignore” mode, often shoving it onto a small but valiant band of “insurance specialists” around the country. Only about 1 in 100 Americans embrace this model. That is a problem for American families and our country.Morris found a better way, a win-win solution that more Americans could feel good about embracing. It's a whole new way to approach and solve this problem: the LCAP—the Longevity Care Allocation Plan. Every person, every family deserves to know how an LCAP works. Kerry Morris has made it his life's goal to ensure that those he helps can hold their head high and know that no matter what curve balls retirement throws at them, they will be prepared.“One of the most important things I've learned in my 25 years in the business is that a great life is supported by three areas, Health, Relationships, and Money. My job is to make sure that a family's money is working effectively to accomplish that job.”Learn More:http://www.honorshield.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-kerry-morris-cfp-founder-of-honorshield-discussing-aging-insurance

Kerry Morris, Author of When Retirement Goes Bad, Life Sucks, Certified Financial Educator, and CERTIFIED FINANCIAL PLANNER™ professional.Kerry Morris has been serving families for the past twenty-five years as a financial planner and advisor. He has recently launched HonorShield, LLC., as a way to challenge the current thinking and behavior of consumers and financial advisors preparing for the potential high cost of aging.He has spent several of his twenty-five-year career advising hundreds of families experiencing the nightmare of paying for care. The question, always, was “how to make the money last”?Morris has watched too many families, too many men and women not be fully prepared for retirement. The financial industry has put this cost-of-care issue on total “ignore” mode, often shoving it onto a small but valiant band of “insurance specialists” around the country. Only about 1 in 100 Americans embrace this model. That is a problem for American families and our country.Morris found a better way, a win-win solution that more Americans could feel good about embracing. It's a whole new way to approach and solve this problem: the LCAP—the Longevity Care Allocation Plan. Every person, every family deserves to know how an LCAP works. Kerry Morris has made it his life's goal to ensure that those he helps can hold their head high and know that no matter what curve balls retirement throws at them, they will be prepared.“One of the most important things I've learned in my 25 years in the business is that a great life is supported by three areas, Health, Relationships, and Money. My job is to make sure that a family's money is working effectively to accomplish that job.”Learn More:http://www.honorshield.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-kerry-morris-cfp-founder-of-honorshield-discussing-aging-insurance

Kerry Morris, Author of When Retirement Goes Bad, Life Sucks, Certified Financial Educator, and CERTIFIED FINANCIAL PLANNER™ professional.Kerry Morris has been serving families for the past twenty-five years as a financial planner and advisor. He has recently launched HonorShield, LLC., as a way to challenge the current thinking and behavior of consumers and financial advisors preparing for the potential high cost of aging.He has spent several of his twenty-five-year career advising hundreds of families experiencing the nightmare of paying for care. The question, always, was “how to make the money last”?Morris has watched too many families, too many men and women not be fully prepared for retirement. The financial industry has put this cost-of-care issue on total “ignore” mode, often shoving it onto a small-but valiant band of “insurance specialist” around the country. Only about 1 in 100 Americans embrace this model. That is a problem for American families and our country.Morris found a better way, a win-win solution that more American's could feel good about embracing. It's a whole new way to approach and solve this problem: the LCAP—the Longevity Care Allocation Plan. Every person, every family deserves to know how an LCAP works. Kerry Morris has made it his life's goal to ensure that those he helps can hold their head high and know that no matter what curve balls retirement throws at them, they will be prepared.“One of the most important things I've learned in my 25 years in the business is that a great life is supported by three areas, Health, Relationships, and Money. My job is to make sure that a family's money is working effectively to accomplish that job.”Learn More:http://www.honorshield.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-kerry-morris-cfp-founder-of-honorshield-discussing-fiduciary-standards

Kerry Morris, Author of When Retirement Goes Bad, Life Sucks, Certified Financial Educator, and CERTIFIED FINANCIAL PLANNER™ professional.Kerry Morris has been serving families for the past twenty-five years as a financial planner and advisor. He has recently launched HonorShield, LLC., as a way to challenge the current thinking and behavior of consumers and financial advisors preparing for the potential high cost of aging.He has spent several of his twenty-five-year career advising hundreds of families experiencing the nightmare of paying for care. The question, always, was “how to make the money last”?Morris has watched too many families, too many men and women not be fully prepared for retirement. The financial industry has put this cost-of-care issue on total “ignore” mode, often shoving it onto a small but valiant band of “insurance specialists” around the country. Only about 1 in 100 Americans embrace this model. That is a problem for American families and our country.Morris found a better way, a win-win solution that more Americans could feel good about embracing. It's a whole new way to approach and solve this problem: the LCAP—the Longevity Care Allocation Plan. Every person, every family deserves to know how an LCAP works. Kerry Morris has made it his life's goal to ensure that those he helps can hold their head high and know that no matter what curve balls retirement throws at them, they will be prepared.“One of the most important things I've learned in my 25 years in the business is that a great life is supported by three areas, Health, Relationships, and Money. My job is to make sure that a family's money is working effectively to accomplish that job.”Learn More:http://www.honorshield.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-kerry-morris-cfp-founder-of-honorshield-widows-are-firing-their-husbands-financial-advisor-at-an-alarming-rate

Kerry Morris, Author of When Retirement Goes Bad, Life Sucks, Certified Financial Educator, and CERTIFIED FINANCIAL PLANNER™ professional.Kerry Morris has been serving families for the past twenty-five years as a financial planner and advisor. He has recently launched HonorShield, LLC., as a way to challenge the current thinking and behavior of consumers and financial advisors preparing for the potential high cost of aging.He has spent several of his twenty-five-year career advising hundreds of families experiencing the nightmare of paying for care. The question, always, was “how to make the money last”?Morris has watched too many families, too many men and women not be fully prepared for retirement. The financial industry has put this cost-of-care issue on total “ignore” mode, often shoving it onto a small-but valiant band of “insurance specialist” around the country. Only about 1 in 100 Americans embrace this model. That is a problem for American families and our country.Morris found a better way, a win-win solution that more American's could feel good about embracing. It's a whole new way to approach and solve this problem: the LCAP—the Longevity Care Allocation Plan. Every person, every family deserves to know how an LCAP works. Kerry Morris has made it his life's goal to ensure that those he helps can hold their head high and know that no matter what curve balls retirement throws at them, they will be prepared.“One of the most important things I've learned in my 25 years in the business is that a great life is supported by three areas, Health, Relationships, and Money. My job is to make sure that a family's money is working effectively to accomplish that job.”Learn More:http://www.honorshield.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-kerry-morris-cfp-founder-of-honorshield-discussing-fiduciary-standards

Kerry Morris, Author of When Retirement Goes Bad, Life Sucks, Certified Financial Educator, and CERTIFIED FINANCIAL PLANNER™ professional.Kerry Morris has been serving families for the past twenty-five years as a financial planner and advisor. He has recently launched HonorShield, LLC., as a way to challenge the current thinking and behavior of consumers and financial advisors preparing for the potential high cost of aging.He has spent several of his twenty-five-year career advising hundreds of families experiencing the nightmare of paying for care. The question, always, was “how to make the money last”?Morris has watched too many families, too many men and women not be fully prepared for retirement. The financial industry has put this cost-of-care issue on total “ignore” mode, often shoving it onto a small but valiant band of “insurance specialists” around the country. Only about 1 in 100 Americans embrace this model. That is a problem for American families and our country.Morris found a better way, a win-win solution that more Americans could feel good about embracing. It's a whole new way to approach and solve this problem: the LCAP—the Longevity Care Allocation Plan. Every person, every family deserves to know how an LCAP works. Kerry Morris has made it his life's goal to ensure that those he helps can hold their head high and know that no matter what curve balls retirement throws at them, they will be prepared.“One of the most important things I've learned in my 25 years in the business is that a great life is supported by three areas, Health, Relationships, and Money. My job is to make sure that a family's money is working effectively to accomplish that job.”Learn More:http://www.honorshield.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-kerry-morris-cfp-founder-of-honorshield-widows-are-firing-their-husbands-financial-advisor-at-an-alarming-rate

On this episode of the podcast, Alex once again welcomes SAFE Credit Union's Certified Financial Educator, Miriam Dougherty, to discuss the strong connections between money and relationships. Together they provide insights on the importance of discussing money matters with your significant other, helpful tips for having financial conversations at ALL stages of a relationship, statistical data about the impact of financial stress on relationships, setting common goals, and more! Whether you are in a long-term relationship, newly married, or are navigating a new relationship, this episode offers valuable insights to help you and your partner have effective and productive conversations about money... because talking about finances to strengthen your relationship and achieve your mutual goals, just makes Perfect Cents!   To check out some of the resources highlighted in this episode visit the links below. Fidelity - 2021 Couples & Money Study BBC - The 'Financial Infidelity' That Can Sink Couples The Knot - The Money-Related Questions to Ask When Dating Investopedia - Financial Infidelity: When Couples Lie to Each Other About Money Wealthspire - Domestic Partnership vs. Marriage: Financial Considerations SAFE Credit Union - Refer Your Friend To contact the hosts, email us at Podcast@safecu.org To register for an upcoming Financial Wellness webinar visit: https://www.safecu.org/community/events To read the latest edition of SAFE's Beyond Everyday Banking blog visit: https://blog.safecu.org/ To learn more about SAFE Credit Union products and services visit: https://www.safecu.org/   

Financial stability should be an attainable goal for everyone, period. That said, how we each obtain it is going to need an individual touch, and it's important we all have someone to help guide us to where we want to be. Enter Troy Holt, a Certified Financial Educator whose mission is to eradicate financial illiteracy, ensuring all people are able to manage their finances and take control of their future. His guiding principles are: Relationships over revenue, People over profit, and Impact over Income.

HEALTHY LIFESTYLE with Host & Transformational Success Coach Lori Anne Casdia chats with Lisa Chalker and Margreit McInnis helping bring financial clarity. They answer some basic questions about how to achieve financial freedom and more... Margreit McInnis has been a Financial Professional for 25+ years helping to bring financial literacy to as many people as possible. Author of two action/adventure/historical fiction novels based on the true story of my ancestor. Lisa Chalker is a multipreneur who owns 2 businesses and understands the necessity to diversify your income by having mulitple streams of income and being financially empowered through financial literacy. She is an Investment Advisor Representative and a Certified Financial Educator who owns her own financial agency and her mission is to help people save MORE money and earn MORE money! To Contact: https://financialprofessional.tfaconnects.com/margreit-mcinnis-93ijb Facebook Margreit Jupp McInnis Instagram @margreitm www.howmoneyworks.com/lisachalker @lisachalkerwfg https://www.facebook.com/lisa.chalker.5 A Free Gift from Margreit: Signed copy of my first novel, "Runaway At Sea" A Free Gift from Lisa: Anyone who books a free consultation with me will receive a free copy of the book, How Money Works; Stop Being a Sucker by Tom Mathews, Steve Siebold and Andy Horner A Gift from Lori Anne: FREE 3 Steps To Cleaning Up Your Messes & Incompletes ➡️ https://cd7d0cbc6a8f7696078f2b4c833d5a05.mykajabi.com/pl/2147660213 Our Goal at Healthy Lifestyle is to inspire, educate and empower you to fulfilling a healthy, emotional, spiritual and physical life, so you can feel empowered to live the life you have always wanted and dreamed. We are here to lift each other up with encouragement and positivity. To serve one another. About Our Host Lori Anne De Iulio Casdia is an award winning International Transformational Success Coach & Strategist; Speaker; #1 International Best Selling Author of “Women Who Dream”; Radio Personality; Empire Builder; Visionary; Business Woman & recognized expert. Lori Anne's discovery of Super Ball Syndrome led her to find and create her program TAKE ACTION WITH JET PROPULSION - empowering, and igniting people to take action, monetize their message and Soar to Success. Activating behavioral changes, Lori Anne will show you exactly how to define who you are in order to reach your personal and professional goals. From disrupting limiting beliefs to cultivating confidence, to mastering communication skills, to architecting actionable plans. Lori Anne guides people from confusion to clarity in their lives while aligning to their vision, perfecting their message and achieving their Dreams. Please email us at HealthyLifestylewithLA@gmail.com Follow us on social media @healthylifestylewithLA Let's talk! Book your appointment here: Chat with Lori Anne Links SUBSCRIBE TO MY YOU TUBE VIDEO ➡️ https://www.youtube.com/@CoachLoriAnne FREE 3 Steps To Cleaning Up Your Messes & Incompletes ➡️ https://cd7d0cbc6a8f7696078f2b4c833d5a05.mykajabi.com/pl/2147660213 LINK TO MY #1 INTERNATIONAL BEST SELLER "WOMEN WHO DREAM" ➡️ Amazon Link Author Lori Anne De Iulio Casdia CONNECT WITH ME ONLINE: ➡️ My Website: https://ldcstrategies.com ➡️ LinkedIn: https://www.linkedin.com/in/loriannedeiuliocasdia/ ➡️ FB Profile: https://www.facebook.com/lorianne.casdia ➡️ FB Business Page: https://www.facebook.com/LDCStrategies ➡️ Instagram: https://instagram.com/loriannecasdia?igshid=YmMyMTA2M2Y= ➡️ Alignable: https://www.alignable.com/mount-sinai-ny/ptp-consultants Lori Anne "Coach Lori Anne" De Iulio Casdia Transformational Success Coach & Strategist Personal Development Coach #1 International Best Selling Author TV Personality & Radio Show Host You can also Listen to Healthy Lifestyle with Lori Anne on your favorite app: I Heart Media | iTunes (Apple Podcasts) | Google Podcasts | Spotify | Spreaker | Sound Cloud | TuneIn | YouTube

HEALTHY LIFESTYLE with Host & Transformational Success Coach Lori Anne Casdia chats with Lisa Chalker and Margreit McInnis helping bring financial clarity. They answer some basic questions about how to achieve financial freedom and more... Margreit McInnis has been a Financial Professional for 25+ years helping to bring financial literacy to as many people as possible. Author of two action/adventure/historical fiction novels based on the true story of my ancestor.Lisa Chalker is a multipreneur who owns 2 businesses and understands the necessity to diversify your income by having mulitple streams of income and being financially empowered through financial literacy. She is an Investment Advisor Representative and a Certified Financial Educator who owns her own financial agency and her mission is to help people save MORE money and earn MORE money!To Contact: https://financialprofessional.tfaconnects.com/margreit-mcinnis-93ijbFacebook Margreit Jupp McInnisInstagram @margreitmwww.howmoneyworks.com/lisachalker@lisachalkerwfghttps://www.facebook.com/lisa.chalker.5A Free Gift from Margreit: Signed copy of my first novel, "Runaway At Sea"A Free Gift from Lisa: Anyone who books a free consultation with me will receive a free copy of the book, How Money Works; Stop Being a Sucker by Tom Mathews, Steve Siebold and Andy HornerA Gift from Lori Anne: FREE 3 Steps To Cleaning Up Your Messes & Incompletes➡️ https://cd7d0cbc6a8f7696078f2b4c833d5a05.mykajabi.com/pl/2147660213Our Goal at Healthy Lifestyle is to inspire, educate and empower you to fulfilling a healthy, emotional, spiritual and physical life, so you can feel empowered to live the life you have always wanted and dreamed. We are here to lift each other up with encouragement and positivity. To serve one another.About Our HostLori Anne De Iulio Casdia is an award winning International Transformational Success Coach & Strategist; Speaker; #1 International Best Selling Author of “Women Who Dream”; Radio Personality; Empire Builder; Visionary; Business Woman & recognized expert. Lori Anne's discovery of Super Ball Syndrome led her to find and create her program TAKE ACTION WITH JET PROPULSION - empowering, and igniting people to take action, monetize their message and Soar to Success.Activating behavioral changes, Lori Anne will show you exactly how to define who you are in order to reach your personal and professional goals. From disrupting limiting beliefs to cultivating confidence, to mastering communication skills, to architecting actionable plans. Lori Anne guides people from confusion to clarity in their lives while aligning to their vision, perfecting their message and achieving their Dreams.Lori Anne Quotes:"Play a Higher Role, Serve a Higher Purpose Show Up for You And Show Up Big!" ~ Lori Anne"All of our Success Codes are already within us when we are born. We need to tap into ourselves and that success code to achieve our fullest potential. Let's work together so you can Soar to Success!" ~Lori Anne Please email us at HealthyLifestylewithLA@gmail.com Follow us on social media @healthylifestylewithLALet's talk! Book your appointment here: Chat with Lori AnneLinksSUBSCRIBE TO MY YOU TUBE VIDEO➡️ https://www.youtube.com/@CoachLoriAnneFREE 3 Steps To Cleaning Up Your Messes & Incompletes➡️ https://cd7d0cbc6a8f7696078f2b4c833d5a05.mykajabi.com/pl/2147660213LINK TO MY #1 INTERNATIONAL BEST SELLER "WOMEN WHO DREAM"➡️ Amazon Link Author Lori Anne De Iulio CasdiaCONNECT WITH ME ONLINE:➡️ My Website: https://ldcstrategies.com➡️ LinkedIn: https://www.linkedin.com/in/loriannedeiuliocasdia/➡️ FB Profile: https://www.facebook.com/lorianne.casdia➡️ FB Business Page: https://www.facebook.com/LDCStrategies➡️ Instagram: https://instagram.com/loriannecasdia?igshid=YmMyMTA2M2Y=➡️ Alignable: https://www.alignable.com/mount-sinai-ny/ptp-consultantsLori Anne "Coach Lori Anne" De Iulio CasdiaTransformational Success Coach & StrategistPersonal Development Coach#1 International Best Selling AuthorTV Personality & Radio Show HostFounder of LDC StrategiesFounder of Monarch LuminariesFounder of Soar to Success Program & Take Action with Jet PropulsionAward Winning Inspirational SpeakerCertified Canfield Train the TrainerCertified Canfield BootcampCertified Canfield MethodologyCertified Life CoachCertified Herbalist Certified Aromatherapist Certified Kundalini Meditation Yoga CoachCertified H'oponopono PractitionerYoung Living Brand PartnerEmcee/ModeratorMaster Mindset MentorLaw of Attraction PractitionerAwarded the 50 Top Most Influential Women in 2018Awarded Mentor of the Year 2020 Awarded Power Women of the East End 2022Nominated Bethpage Best of LI Best Business Coach 2021, 2022 & 2023Who's Who of Professionals & Executives 2022Awarded Ones to Watch 2021 & 20222022 Women in Professional Services2023 Women of Distinction Award You can also Listen to Healthy Lifestyle with Lori Anne on your favorite app: I Heart Media | iTunes (Apple Podcasts) | Google Podcasts | Spotify | Spreaker | Sound Cloud | TuneIn | YouTube

Kim Scouller, a recognized leading advocate for women and their finances join Sharon to discuss HowMoneyWorks for Women and the unique financial issues women face during their lifetime. She has been an attorney for more than 30 years and served as in-house counsel for one of the largest financial services companies in the world. During her tenure at Transamerica, she served in several executive roles for the company's insurance affiliates, broker-dealers, mutual funds, and investment advisors. In her last four years there, she served as the president of the Transamerica broker-dealer with the largest number of registered representatives. As one of the few women broker-dealer presidents in the U.S., she traveled around the country talking with people, especially women, about the steps to identify and achieve their financial goals. Wanting more control over her time, Kim left her corporate career to start her own financial business and law firm based in the Atlanta area. A Certified Financial Educator®, Kim continues to speak with women about the importance and impact of financial education that leads to literacy. She lives in Alpharetta, Georgia with her family. Learn more at wealthwave.com/kimscouller

How often do you take time to understand how values affect you on achieving Financial Goals?  Join us on Women Lead Radio as Barbara Eldridge, your host of Trend Setting Women, has a conversation with Lenka Holman, Certified Financial Educator of WealthWave (https://wealthwave.com/lenkaholman), where they will discuss how recognizing your purpose and values affect your financial decisions.   Sponsor Appreciation! Thank you to our partner and show sponsor, Microsoft (www.microsoft.com)!   Interested in Learning More About Connected Women of Influence? Click Here (https://connectedwomenofinfluence.com/attend-an-event-as-our-guest/) to Be Invited as Our Special VIP & Guest to a Future Event!   Interested in Becoming a Member of Our Professional Community!? Click Here (https://connectedwomenofinfluence.com/membership-application/) to Apply for Membership!  

Kerry Morris, Author of When Retirement Goes Bad, Life Sucks, Certified Financial Educator, and CERTIFIED FINANCIAL PLANNER™ professional.Kerry Morris has been serving families for the past twenty-five years as a financial planner and advisor. He has recently launched HonorShield, LLC., as a way to challenge the current thinking and behavior of consumers and financial advisors preparing for the potential high cost of aging.He has spent several of his twenty-five-year career advising hundreds of families experiencing the nightmare of paying for care. The question, always, was “how to make the money last”?Morris has watched too many families, too many men and women not be fully prepared for retirement. The financial industry has put this cost-of-care issue on total “ignore” mode, often shoving it onto a small-but valiant band of “insurance specialist” around the country. Only about 1 in 100 Americans embrace this model. That is a problem for American families and our country.Morris found a better way, a win-win solution that more American's could feel good about embracing. It's a whole new way to approach and solve this problem: the LCAP—the Longevity Care Allocation Plan. Every person, every family deserves to know how an LCAP works. Kerry Morris has made it his life's goal to ensure that those he helps can hold their head high and know that no matter what curve balls retirement throws at them, they will be prepared.“One of the most important things I've learned in my 25 years in the business is that a great life is supported by three areas, Health, Relationships, and Money. My job is to make sure that a family's money is working effectively to accomplish that job.”Learn More: http://www.honorshield.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-kerry-morris-cfp-founder-of-honorshield-discussing-the-national-aging-crisis

Kerry Morris, Author of When Retirement Goes Bad, Life Sucks, Certified Financial Educator, and CERTIFIED FINANCIAL PLANNER™ professional.Kerry Morris has been serving families for the past twenty-five years as a financial planner and advisor. He has recently launched HonorShield, LLC., as a way to challenge the current thinking and behavior of consumers and financial advisors preparing for the potential high cost of aging.He has spent several of his twenty-five-year career advising hundreds of families experiencing the nightmare of paying for care. The question, always, was “how to make the money last”?Morris has watched too many families, too many men and women not be fully prepared for retirement. The financial industry has put this cost-of-care issue on total “ignore” mode, often shoving it onto a small-but valiant band of “insurance specialist” around the country. Only about 1 in 100 Americans embrace this model. That is a problem for American families and our country.Morris found a better way, a win-win solution that more American's could feel good about embracing. It's a whole new way to approach and solve this problem: the LCAP—the Longevity Care Allocation Plan. Every person, every family deserves to know how an LCAP works. Kerry Morris has made it his life's goal to ensure that those he helps can hold their head high and know that no matter what curve balls retirement throws at them, they will be prepared.“One of the most important things I've learned in my 25 years in the business is that a great life is supported by three areas, Health, Relationships, and Money. My job is to make sure that a family's money is working effectively to accomplish that job.”Learn More: http://www.honorshield.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-kerry-morris-cfp-founder-of-honorshield-discussing-the-national-aging-crisis

Kerry Morris, Author of When Retirement Goes Bad, Life Sucks, Certified Financial Educator, and CERTIFIED FINANCIAL PLANNER™ professional.Kerry Morris has been serving families for the past twenty-five years as a financial planner and advisor. He has recently launched HonorShield, LLC., as a way to challenge the current thinking and behavior of consumers and financial advisors preparing for the potentially high cost of aging.He has spent several of his twenty-five-year career advising hundreds of families experiencing the nightmare of paying for care. The question, always, was “How to make the money last”?Morris has watched too many families, too many men and women not be fully prepared for retirement. The financial industry has put this cost-of-care issue on total “ignore” mode, often shoving it onto a small-but valiant band of “insurance specialists” around the country. Only about 1 in 100 Americans embrace this model. That is a problem for American families and our country.Morris found a better way, a win-win solution that more Americans could feel good about embracing. It's a whole new way to approach and solve this problem: the LCAP—the Longevity Care Allocation Plan. Every person, every family deserves to know how an LCAP works. Kerry Morris has made it his life's goal to ensure that those he helps can hold their head high and know that no matter what curve balls retirement throws at them, they will be prepared.“One of the most important things I've learned in my 25 years in the business is that a great life is supported by three areas, Health, Relationships, and Money. My job is to make sure that a family's money is working effectively to accomplish that job.”Learn More: http://www.honorshield.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-kerry-morris-cfp-founder-of-honorshield-discussing-care-for-spouses-aging-parents

Kerry Morris, Author of When Retirement Goes Bad, Life Sucks, Certified Financial Educator, and CERTIFIED FINANCIAL PLANNER™ professional.Kerry Morris has been serving families for the past twenty-five years as a financial planner and advisor. He has recently launched HonorShield, LLC., as a way to challenge the current thinking and behavior of consumers and financial advisors preparing for the potentially high cost of aging.He has spent several of his twenty-five-year career advising hundreds of families experiencing the nightmare of paying for care. The question, always, was “How to make the money last”?Morris has watched too many families, too many men and women not be fully prepared for retirement. The financial industry has put this cost-of-care issue on total “ignore” mode, often shoving it onto a small-but valiant band of “insurance specialists” around the country. Only about 1 in 100 Americans embrace this model. That is a problem for American families and our country.Morris found a better way, a win-win solution that more Americans could feel good about embracing. It's a whole new way to approach and solve this problem: the LCAP—the Longevity Care Allocation Plan. Every person, every family deserves to know how an LCAP works. Kerry Morris has made it his life's goal to ensure that those he helps can hold their head high and know that no matter what curve balls retirement throws at them, they will be prepared.“One of the most important things I've learned in my 25 years in the business is that a great life is supported by three areas, Health, Relationships, and Money. My job is to make sure that a family's money is working effectively to accomplish that job.”Learn More: http://www.honorshield.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-kerry-morris-cfp-founder-of-honorshield-discussing-care-for-spouses-aging-parents

Today is Juneteenth, marking 158 years after federal troops arrived in Galveston, Texas, to take control of the state and ensure all enslaved black Americans were freed; This was two and a half years after President Abraham Lincoln signed the Emancipation Proclamation to free those enslaved.  I pride myself on being your financial accountability partner from afar, and with that, I have a responsibility to talk about financial health and wealth matters in my black community. My goal is for you to share this episode so we can continue educating the masses to one day crush the systems that have made black wealth a barrier. Today's focus is educating ya'll on Juneteenth and how it setback the Black community; Let's get into it!The Goal Of The Mindfully Rich Podcast Please share these episodes far and wide to educate the masses on these topics; my goal is to get everybody talking about money to share perspectives and create solutions to improve everyone's relationship with money! Do you need 1:1 financial coaching? Well, you're in luck; Gina's a Certified Financial Educator & Coach; click the link below to see how she can assist you with making your finances feel more manageable and remove the shame you feel dealing with it.   

Welcome back to Don't Retire… Graduate! On this episode, Eric Brotman chats with financial industry veteran Troy Holt about the importance of financial literacy and shares some key strategies for managing your personal finances.  Troy is passionate about financial literacy and explains how a job in finance can provide both community impact and personal satisfaction beyond merely making money. He is here to walk us through the seven money milestones he and his team have identified in the financial planning journey, starting with financial education and leading to building and protecting wealth. Listen now for tips on cutting expenses, generating income through multiple streams, and protecting wealth with proper insurance coverage and investment in income-producing assets.  In this episode we'll talk about: • The importance of financial education  • The areas in our finances where most people are not protected, including life insurance and disability insurance • Rules of thumb for emergency funds and managing debt • Cash flow and how to begin building wealth • Investing in income-producing assets and creating multiple income streams • Avoiding one-size-fits-all financial advice and finding an advisor that can act as a copilot  Visit dontretiregraduate.com for a full transcript of this episode. About Troy Holt: Troy Holt is a skilled sales and account executive with over 20 years of experience in business growth, development and financial planning. As a Certified Financial Educator & Registered Financial Consultant, Troy is licensed in 20 states and is an independent coach, speaker, and trainer. He is well-versed in communication, leadership, and work ethic, and has a proven track record of success in his endeavors. He is the co-author of an Amazon Best Seller book and host of the Troy Talks podcast, where he shares his expertise and personal stories to inspire others. Troy is also the CEO (Chief Encouragement Officer) of Troy Holt Consulting LLC, a growing financial consulting company focused on empowering and educating individuals and small business owners on wealth accumulation, preservation, and debt elimination. Troy is an engaging and motivating speaker, mentor, and Independent Coach, Speaker, and Trainer with The John Maxwell Company, who has made it a personal mission to eliminate financial illiteracy, particularly in the African American community with a focus on black women. Troy is a 33-year member of the same church, serving in ministry for 29 years and as a Licensed Elder with the Pentecostal Assemblies of the World for 26 years. He currently resides in Pensacola, FL with his wife of 31 years, one adult son, and three grandchildren. Troy Holt's LinkedIn: https://bit.ly/3dru6pP Troy Holt's Instagram: https://bit.ly/3YEo9OZ Troy Holt's Twitter: https://bit.ly/33EMQ2W Learn more about your ad choices. Visit megaphone.fm/adchoices

Kerry Morris, Author of When Retirement Goes Bad, Life Sucks, Certified Financial Educator, and CERTIFIED FINANCIAL PLANNER™ professional.Kerry Morris has been serving families for the past twenty-five years as a financial planner and advisor. He has recently launched HonorShield, LLC., as a way to challenge the current thinking and behavior of consumers and financial advisors preparing for the potentially high cost of aging.He has spent several of his twenty-five-year career advising hundreds of families experiencing the nightmare of paying for care. The question, always, was “How to make the money last”?Morris has watched too many families, too many men and women not be fully prepared for retirement. The financial industry has put this cost-of-care issue on total “ignore” mode, often shoving it onto a small-but valiant band of “insurance specialists” around the country. Only about 1 in 100 Americans embrace this model. That is a problem for American families and our country. Morris found a better way, a win-win solution that more Americans could feel good about embracing. It's a whole new way to approach and solve this problem: the LCAP—the Longevity Care Allocation Plan. Every person and every family deserves to know how an LCAP works. Kerry Morris has made it his life's goal to ensure that those he helps can hold their head high and know that no matter what curve balls retirement throws at them, they will be prepared.“One of the most important things I've learned in my 25 years in the business is that a great life is supported by three areas, Health, Relationships, and Money. My job is to make sure that a family's money is working effectively to accomplish that job.”Learn More: http://www.honorshield.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-kerry-morris-cfp-founder-of-honorshield

Kerry Morris, Author of When Retirement Goes Bad, Life Sucks, Certified Financial Educator, and CERTIFIED FINANCIAL PLANNER™ professional.Kerry Morris has been serving families for the past twenty-five years as a financial planner and advisor. He has recently launched HonorShield, LLC., as a way to challenge the current thinking and behavior of consumers and financial advisors preparing for the potentially high cost of aging.He has spent several of his twenty-five-year career advising hundreds of families experiencing the nightmare of paying for care. The question, always, was “How to make the money last”?Morris has watched too many families, too many men and women not be fully prepared for retirement. The financial industry has put this cost-of-care issue on total “ignore” mode, often shoving it onto a small-but valiant band of “insurance specialists” around the country. Only about 1 in 100 Americans embrace this model. That is a problem for American families and our country. Morris found a better way, a win-win solution that more Americans could feel good about embracing. It's a whole new way to approach and solve this problem: the LCAP—the Longevity Care Allocation Plan. Every person and every family deserves to know how an LCAP works. Kerry Morris has made it his life's goal to ensure that those he helps can hold their head high and know that no matter what curve balls retirement throws at them, they will be prepared.“One of the most important things I've learned in my 25 years in the business is that a great life is supported by three areas, Health, Relationships, and Money. My job is to make sure that a family's money is working effectively to accomplish that job.”Learn More: http://www.honorshield.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-kerry-morris-cfp-founder-of-honorshield

Dr. Nicole Garner Scott is a Financial Representative with Northwestern Mutual. She takes a unique approach in her practice by helping people achieve financial security through holistic planning. She is also a sought after Money Coach, Certified Financial Educator, speaker, author and business woman. Nicole received her undergraduate degree from Georgia State University, her MBA […]

Dr. Nicole Garner Scott is a Financial Representative with Northwestern Mutual. She takes a unique approach in her practice by helping people achieve financial security through holistic planning. She is also a sought after Money Coach, Certified Financial Educator, speaker, author and business woman. Nicole received her undergraduate degree from Georgia State University, her MBA […] The post Nicole Garner Scott With Northwestern Mutual appeared first on Business RadioX ®.

For this episode, we are joined by Sarah Metzger, a Certified Financial Educator, to discuss how to negotiate your salary. While salary negotiation may seem daunting, Sarah guides us through the process, giving many examples to help us have the confidence to advocate for fair pay. If you want to learn more more about Sarah Metzger, here is her LinkedIn: https://www.linkedin.com/in/smetzger-teacher/

We're in Chicago, Illinois, with Michael Sparrow, a Certified Financial Educator. We talk about eating pizza at Pequod's, ordering “the carpet” at Ricobene's, and sampling local greats at the Taste of Chicago. Show notes & our 1-page guide are at https://WeTravelThere.com/chicago  Acorns invests your spare change automatically on every purchase and earns Found Money at participating retailers. It's a great way to save for travel. For a limited time, sign up at wetravelthere.com/acorns & we'll both earn $5.

In this episode of conversation, Kayode hosted 3 guests, Nyma Akashat-Zibiri, LAwyer and co-host yourview TVC, Ayokanmi Oyeyemi, Project director, Wikimedia Nigeria And, Kalu Aja, Certified Financial Educator, in discussing events that happened in Nigeria in 2022.

"Middle Ground with JLE L.L.C." Podcast "Where We Treat You Like Family" welcomes Certified Financial Educator/Coach Andrea Thompson as she shares her journey and Financial tips for newly Entrepreneurs trying to get their first 50kfromscratch to a 250k business credit resources.

Kay Carreon spent most of her career in the corporate world. Like many others, Kay was under the impression that she was in a solid financial situation. It wasn't until she experienced a life-threatening condition during her second pregnancy, that Kay realized her finances were not as put together as she thought. It was her own experience that ultimately inspired her to change career paths. Today, Kay works as a Certified Financial Educator where she helps her clients achieve their individual financial goals.   According to Kay, one of the best things a person can do is work with a professional in the finance industry. Not only will a financial planner help you save more of your own money, but they will also help you achieve financial freedom by teaching you ways to create multiple streams of income. At the end of the day, diversifying your portfolio will save you and your family from future financial struggles.    Tune into this week's episode of Ask Mama Amy to learn more about the role of a financial advisor, the importance of diversifying your portfolio, and how surrounding yourself with the right people can change your life!    Quotes: • “We all work hard for every single penny. But it's not about the money. It's about living your life in balance.” (05:48-05:59) • “If you don't understand or diversify your financial portfolio, it's really going to be hard for you to recover from financial struggles.” (07:51-08:01) • “You have to have stability and security with the people that you talk to.” (16:04-16:08) • “A strong mom, to me, is being a mindful mom.” (19:15-19:18)    Links:   Connect with Kay Carreon: Website |  http://www.goreachteam.com Facebook |: https://www.facebook.com/reachgreatlife LinkedIn | https://www.linkedin.com/company/reach-insurance-services-limited/ Instagram | https://www.instagram.com/goreachteam/ Connect with Amy!  Website |  https://hsiaolaw.com/  Facebook | https://www.facebook.com/hsiaolaw/  Instagram |  https://www.instagram.com/hsiaolaw/   Hashtags | #hsiaolaw #askmamaamy Twitter | https://twitter.com/AmyHsiaoESQ  Youtube | https://www.youtube.com/channel/UCrvfMzTTbHslt3YxlZfDN1A  LinkedIn | https://www.linkedin.com/in/ahsiao/    Get Started on Your Kids Protection Plan™ Today!  |https://hsiaolaw.com/kids-protection-planning-guide/   Podcast production and show notes provided by HiveCast.fm

Our guest today is Rob Phelan, Personal Finance Instructor and Certified Financial Educator at Middletown High School in Frederick Maryland and author of the recently published children's book, M is for Money, which focuses on learning about money with instructions for parents. Rob joins us to discuss his efforts, his books, and tips to encourage young savers and entrepreneurs in their financial journey.  Learn more about Rob and his book at https://misformoneybook.com or find and follow Rob on other platforms at https://linktr.ee/misformoneybook

Is debt free even a smart thing to be? Join us on Women Lead Radio as Michelle Bergquist, your host of Women Leading the Way, has a conversation with Lenka Holman (Lenkaholman.com), Certified Financial Educator with Wealthwave, where we'll be discussing financial planning in 2021, the ups, the downs, the ins and outs.    Sponsor Appreciation! Thank you to our partner and show sponsor, National University (www.nu.edu)!   Interested in Learning More About Connected Women of Influence? Click Here (https://connectedwomenofinfluence.com/attend-an-event-as-our-guest/) to Be Invited as Our Special VIP & Guest to a Future Event!   Interested in Becoming a Member of Our Professional Community!? Click Here (https://connectedwomenofinfluence.com/membership-application/) to Apply for Membership!

This week Shelly talks with Sharita m. Humphrey a nationally recognized, award-winning finance expert and money mentor. Sharita tells her story of how being homeless inspired her to do become a financial educator. She shares great advice on what entrepreneurs need to know from a financial standpoint on when they should take the corporate leap and key factors on budgeting.

In this episode, Greg Boots joins us for another interview (Part 2 of 2), where he delivers a "mind bending" advanced strategy that one can utilize in order to generate additional tax free wealth. You do not want to miss this episode! Greg is the founder and CEO of Executive Wealth Solutions and is also one of the founding Members and CEO of Anderson Retirement Solutions. Greg is the author of “Private Vault: A Guide to Building Tax-Free Income in the New Economy”. Greg works with clients nationwide on executive wealth accumulation, non-qualified plans, retirement income planning, and college funding. Greg is a licensed attorney and in 2013 was listed as one of Washington State’s Top Attorneys. Greg is also a Certified Financial Educator, a Retirement Income Certified Professional, a licensed insurance agent, and holds several securities’ licenses. These designations make him uniquely qualified to guide businesses and individuals in their wealth accumulation and income planning goals. As a nationally recognized public speaker, Greg is an authority on business formation, estate planning, and retirement planning strategies and speaks on asset protection and tax planning strategies to licensed professionals and investors. In addition to consulting and educating others, Greg has been an active real estate investor and is the owner and operator of multiple businesses. You can reach Greg at: https://www.executivews.com/ Subscribe to our Podcast on the following platforms: Check out our website at www.realestateinvestormba.com Follow us on Social Media: • Facebook: https://www.facebook.com/realestateinvestormba • LinkedIn: https://www.linkedin.com/company/realestateinvestormba-com • Instagram: https://www.instagram.com/realestateinvestormba/

In this episode, Greg Boots joins us for an interview (Part 1 of 2), where he shares some great content on how you can generate tax free wealth by creating your own "bank vault". You can even utilize this vault to fund investments. Greg is the founder and CEO of Executive Wealth Solutions and is also one of the founding Members and CEO of Anderson Retirement Solutions. Greg is the author of “Private Vault: A Guide to Building Tax-Free Income in the New Economy”. Greg works with clients nationwide on executive wealth accumulation, nonqualified plans, retirement income planning, and college funding. Greg is a licensed attorney and in 2013 was listed as one of Washington State’s Top Attorneys. Greg is also a Certified Financial Educator, a Retirement Income Certified Professional, a licensed insurance agent, and holds several securities’ licenses. These designations make him uniquely qualified to guide businesses and individuals in their wealth accumulation and income planning goals. As a nationally recognized public speaker, Greg is an authority on business formation, estate planning, and retirement planning strategies and speaks on asset protection and tax planning strategies to licensed professionals and investors. In addition to consulting and educating others, Greg has been an active real estate investor and is the owner and operator of multiple businesses. You can reach Greg at: https://www.executivews.com/ Check out our website at www.realestateinvestormba.com Follow us on Social Media: • Facebook: https://www.facebook.com/realestateinvestormba • LinkedIn: https://www.linkedin.com/company/realestateinvestormba-com • Instagram: https://www.instagram.com/realestateinvestormba/ • Twitter: https://twitter.com/reinvestormba

In this episode, I speak with Certified Financial Educator and writer, Eugenié George on women's financial wellness. Eugenié offers a new perspective on finances that embraces ancestry, race, gender, wellness, and mental health.Eugenié offers advice to women who want to move forward in a healthy relationship with their money. She provides practical ideas as to how to address the gender and racial inequities with our current earnings.In this episode, you will learn: How our physical and mental wellness affects our financial wellbeing. Why it's important to get in touch with our past in order to move forward with our money. How we change the tradition of silence around women and money. What we can do to disrupt the financial inequality that exists in race and gender. Advice to women who are struggling with their own financial wellness.About Eugenié George: Eugenié George is a financial wellness specialist and educator, who attributes her success in personal finance from creating an unorthodox way of viewing money. She has always enjoyed money, history, and mental health. Eugenié is a Certified Financial Educator and has an MBA with an emphasis in finance from South University. She is taking the CFP® (Certified Financial Planner) exam — in November 2021.From paying off student loans to navigating her family financial situation, Eugenié understands the old method of wealth building doesn't work for Women of Color. She has created the Money and Flow podcast, where cash and vinyasa flows meet. The Money and Flow podcast is the first podcast that talks about how money stories, looking at an ancestral lens, can help activate a financial wellness plan. She is the Author of Our Money Stories, A Six Week No B.S. Holistic Financial Wellness Plan. Eugenié lives with her  fiance´and two bonus kids in Philadelphia. Connect with Eugenié George: Website: https://eugeniegeorge.comOur Money Stories: https://www.amazon.ca/Our-Money-Stories-Holistic-Financial-ebook/dp/B084GY66HYThe Money and flow Podcast: https://eugeniegeorge.com/podcast

012. Discover How Andrel Harris has tripled her net worth in less than two years by building a Real Estate Empire, part-time while working a 9-5 job. Andrel has been featured in Forbes, she's a Certified Financial Educator, teaching corporate women how to create an additional stream of income that positions them to not only own their own time, live life on their own terms, but to leave a legacy for their family. This is an episode you don't want to miss. Put your headsets on and let's get started. Guest Andrel Harris https://linktr.ee/andrel_harris Follow her on social media @Andrel_Harris @Andrel Harris on Clubhouse Thank you for listening. Be sure to tune in every Wednesday for the latest episodes. Join us in the Society of Millionaires Success Club. You Got Next on the Way to Success! Remember Someone is counting on You!! Be sure to follow us on all things social media @theyolandarenee @tsomillionaires --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

The Morning News Podcast for Monday, December 7, 2020. Thank you Calgary! Friday's Pledge Day here on 770 CHQR was a huge success - thanks to the generosity of all of YOU!  Head Elf, Betty Jo Kaiser gives us the new total for our 2020 campaign! Extremist groups have been promoting disinformation about COVID-19 in an attempt to capitalize on the pandemic. We get details from Global's National Online Investigative Journalist Stewart Bell How can you give your kids the gift of financial education this Christmas? We talk to a Certified Financial Educator about how to talk money with your children. Last week was one of the most devastating weeks in the U.S. since the coronavirus pandemic began nine months ago. We'll get an update on the record number of illnesses, hospitalizations and deaths from Global's Washington Correspondent Reggie Cecchini And, our "on-call" Family Physician Dr. Ted Jablonski shares information about a new tool in the battle against breast cancer, that could change the way patients get treatment.

Join Polly and Dawn Siebold, Certified Financial Educator and Master Trainer of How Money Works as they discuss how important it is for women to be better educated in the arena of money.

Do you open and review your 401k statements researching to see if your plan needs to be recalibrated?  Were you taught by your parents or educators about how to manage your money beyond a typical checking or savings account?  Join Polly and Dawn Siebold, Certified Financial Educator and Master Trainer of How Money Works as they discuss how important financial literacy is for everyone.

Episode 27: Owning Your Money Story with Eugene GeorgeIn this episode Melissa Joy, CFP® speaks with Eugene George on the topic of owning your money story and how to incorporate that story into your financial wellness plan. Eugenie is a financial coach, Certified Financial Educator, and author of the book Our Money Stories. She has and unique approach of viewing money patterns and interviewing women of all races to understand financial wellness and shape critical conversations around race and equality. You will learn:·       Why the comparison trap can trigger shame·       How to find your financial BFF·       How your family history shapes your personal money storyResources:Find out more about Eugenie George HERE. Listen to Nadine Burke Harris TED talk How Childhood Trauma Affects Health Across a LifetimeDownload a free chapter of Our Money Stories HERE. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Today you get to enjoy an interview that I did with Stephanie Davis of Finances on Point!  That is her Instagram name and also the name of her website!  Stephanie is a Certified Financial Educator, Real Estate investor, and Creator of Finances On Point - a financial empowerment community that teaches women to destroy the paycheck to paycheck cycle so they can create wealth and live life on their terms.  This is part one of a two-part interview because Stephanie and I got to talking about money and the time just flew! We had a great time talking about how graduating with a degree in finance and being commissioned as a Finance Officer in the Army still did not insulate her from having personal finance issues or money issues. Stephanie's social media and website: IG:  @Financesonpoint_ Website:  Finances On Point   LET’S CONNECT ON SOCIAL! Instagram: @managemoneybuildwealth Email:  gwen@managemoneybuildwealth.com Facebook Page: www.facebook.com/managemoneybuildwealth Twitter: @GwendolynJuleus LinkedIn: Gwendolyn Juleus

JD teaches us there are four strategic steps to take when asking for a raise:Consider why you want itGet emotionally charged about the benefit of having it“Take inventory” of your value And then, when the time is right, shoot your shotJD Phillips is a Certified Financial Educator and has spent the last 25 years in the financial services industry helping clients successfully earn retirement income. In addition to that, he's also a master sales trainer and team builder who once built a sales distribution team of over 50,000 representatives. He's a professional speaker and an author, most recently contributing to a national bestselling book called “How Money Works”.He says, “When faced with a decision, asking yourself “For what?” brings your subconscious out of oblivion. You laser focus on exactly what your next step should be. Once you get your mind right, you can prepare for the next step. When you start thinking about a raise, start with that two-word question “for what?”“For what?” gets things to an emotional level, gives you direction, and puts you in motion. And if you're asking for more money, you better have a plan in place. You have to justify it to yourself before you can justify it to anyone else... “This is an incredible episode that you will not want to miss. RAISE UP SHOWNOTES: https://www.raiseuppodcast.com/shoot-your-shotRAISE UP INSTAGRAM: https://www.instagram.com/amandalefever/RAISE UP FACEBOOK: https://www.facebook.com/theraiseuppodcastLove the show? These sponsors make it possible!Mission Mobile Medical GroupConnecting Communities, Continuing the Missionhttps://www.missionmobilemed.com/

Scott Bigley CFEd - Forever Forward FinancialScott Bigley is a Certified Financial Educator and has worked in the financial sector for over 25 years. Scott joined Tiffany Werhner on Moments of Clarity with Tiffany where they had a conversation about how major life events can impact your financial well-being. They covered topics from struggling paycheck to paycheck to the impacts of divorce and how to handle money within personal relationships. Having also worked in mental health, Scott is acutely aware of how financial stress can impact a clients well-being and safety. With the financial insecurity that the world is feeling right now, Scott is offering free consultations to all Moments of Clarity Listeners. Scott also shares his four basic needs that need to be covered first in any budget you are creating for yourself or your family: (Especially if your income is not consistent right now, this is where you need to focus..)1. Food2. Shelter3. Clothing4. HealthcareLearn More About Scott and Forever Forward Financial: Facebook: https://www.facebook.com/ForeverForwardFinancial/ Forever Forward Financial is a sponsor of Moments of Clarity with Tiffany. We would also like to thank our additional show sponsor Joe Potosi, and his book, "When the Dust Settled" which you can purchase on Amazon - https://amzn.to/2Tt2Jon - or on Barnes & Noble.

Hanging out on the Dream ChaseHer Podcast today is Kimberly Robertson, CEO of Her Money Journey. A financial blog dedicated to helping black women create and build wealth. Kimberly’s journey began at her mother’s kitchen table where she was taught how to balance a checkbook and make bank deposits. Kimberly always dreamed of being a business owner, but became a single mom and had to make smart money decisions to make that dream a reality. Her entrepreneurial spirit and her passion to help her fellow black sisters inspired her to heavily invest in her own financial literacy, then became a Certified Financial Educator. In this episode Kimberly talks about: Her 5 Money rules that every woman should create How to break a scarcity mentality and make a mental money shift How women should handle money in marriage and relationships How money helps you fulfill your dreams Listen on Apple Podcasts, Google Podcast, Spotify, Anchor Click here to subscribe via RSS feed (non-iTunes feed): Links Mentioned in this episode 5 Money Goals Set For Life by Scott Trench Dream ChaseHer Conference use code “hermoney” to get $20 off registration Announcements Join our Facebook Community If you’re looking for a community of women pursuing their dreams and willing to support and share resources, join us here: https://www.facebook.com/groups/dreamchaseher Social Media Info Jennifer – @jenn_hammock Kimberly - Her Money Journey Dream ChaseHer Conference - @dreamchaseherconference #DreamChaseHerPodcast

They say it takes money to make money, but where do you get the money and which funding option is the best for your business? In this episode, host Mary Foley goes behind the curtain with Certified Financial Educator, Lori Jackson to shed light on the plethora of business financing options available to entrepreneurs and small business owners. Business financing doesn’t have to be a mystery! So, if you are ready to elevate your side hustle into a full-time gig or grow your existing business to a new level and you need capital, this episode will get you started down the right path. You’ve already committed to putting in the time, work, and energy to turn your dream into a reality why not accept a little help from local resources? In addition to being a certified financial educator, Lori Jackson is also a financial coach who is on a mission to empower her community through financial literacy. After a career in healthcare supply chain logistics, Lori realized she was consistently encountering people who needed financial help. She turned her knowledge of financing into an organization that provides financial education and wellness programs.    Listen and Learn: How to reduce financial stress The difference between an idea that can grow versus a permanent side hustle  The three funding categories and how to determine your business needs 10 ways to fund your business  How different types of lending institutions work with business owners Do you need a business loan or a line of credit? What to look out for when using credit cards How bartering can propel your business forward How to ask possible investors for funding by telling a story   Empower Your Cents Website Empower Your Cents on Facebook Contact Lori at lbj@msccoaching.com

Guest Brad Hamada, Certified Financial Educator® w/ Heartland Institute of Financial Ed., RR & IAR at Transamerica Financial Advisors, Inc. Support the show.

Stephanie Davis is a Certified Financial Educator, Real Estate Investor, and Creator of Finances On Point - a financial empowerment blog and community dedicated to helping women create wealth starting where they are, using what they have. Her mission is to empower women to become discipline with their resources so that they can achieve financial freedom, create generational wealth, and live life on their terms. She believes that EVERYONE can achieve wealth, you just need the right plan. I learned so much from speaking with her about real estate investing and smart money habits in today’s episode! Be sure to tag us on Instagram if you enjoyed it. Resources:  Stephanie provided some AMAZING resources throughout the episode and I have provided some of my favorite real estate investing resources as well.   Click HERE to get Stephanie’s Quick Start Checklist to real estate investing. She even lists some of her favorite real estate investing books! One of my favorite rental property management websites is iPropertyManagement! They have guides, resources, tools, templates, a breakdown of landlord/tenant laws and SO MUCH MORE that will help you become a profitable landlord!  So many people ask me if I have contracts and templates for rental properties and I just use the landlord/tenant templates that iPM provides! They have templates for rental applications, eviction notices, sublease agreements, move out checklist and SOOO MUCH MORE… I could literally go on forever lol there’s a template for just about anything you can think of! Not only are there universal templates, they have templates for EACH state that are simple and easy to use.  Another frequent question that I get a lot is “how to find good contractors?” I personally use Home Advisor. You can literally type in exactly what you’re needing done and they will match you with the best contractors for the job, show you recent reviews from other people who have worked with them AND allows you to click a button that will request a quote from all of the ones you were matched with. It just makes finding contractors so much easier! Social Media Info: Finances on Point IG: @financesonpoint_ Finances on Point Website: financesonpoint.com I Don’t Do Budgets IG: @idontdobudgets Email: hi@idontdobudgets.com  Website: www.idontdobudgets.com  Patreon: https://bit.ly/IDDBPatron #IDontDoBudgets #IDDB

Robert Gardner, CEPA joined the financial services industry in 2000. Prior to joining this industry Robert was a successful business owner. His previous experience shaped his passion for working with business owners to help them fully understand the importance of several key planning areas that often are overlooked. Robert then helps those owners to implement the appropriate strategy to meet their goals.Robert provides comprehensive exit/succession planning, key employee retention, employee benefits, executive benefits, and legacy planning services. He uses a discovery process to identify financial goals and objectives, analyze information, and evaluate options available to his clients in order to deliver customized solutions.Robert received his Bachelor of Business Administration degree from the University of Texas, Austin. He has earned his Certified Exit Planning Advisor designation (CEPA), Certified Financial Educator designation (CFEd®), and his Life Underwriting Training Council Fellow (LUTCF).Robert is associated with Gardner Wallace Financial Solutions Group.

Why do couples struggle with discussing money? In this episode, Yahnathan is joined by Certified Financial Educator and financial coach Sharita Humphrey to address this question and so much more. Support to Our Ministry: righttoreallove.com/support Follow Sharita: @SharitaMH2 Follow Us: @RTRLRadio  Contact Us: righttoreallove.com/contact Show Notes: righttoreallove.com/1277 DUMP YOUR BAGGAGE: righttoreallove.com/dybnow Book Giveaway: righttoreallove.com/book  Leave a 5 Star Review: righttoreallove.com/itunes

Certified Financial Educator and Credit Specialist Rachel Gibbs speaks about her company Gibbs Financial Fitness and their student loan programs and credit repair processes, provides a full breakdown of financial preparation for homebuying, teaches us best practices for managing your personal and business finances, and gives insight to her upcoming book Financial Literacy Decoded. For more information, visit GibbsFinancialFitness.com. --- Support this podcast: https://anchor.fm/blkwomenhustle/support

Tuan Pham relocated to the sunny Vegas Valley from Massachusetts in August of 2002. He brought with him a wealth of caring, skills, and experience from years of learning and growing in the insurance and financial services industries. He believes in utilizing an integrated approach to financial and personal risk management that completely addresses the special needs of each and every one of his clients. Since 1983, as a Wealth Advisor, Tuan has received numerous Top Producer Awards from major financial and insurance companies. In 1989, he was named “Most Intriguing Entrepreneur in Central Massachusetts” by Business Digest, a state business publication. His firm received “Best Small Business Firm” in the category of Banking, Insurance and Finance in 2004, awarded by The Greater Las Vegas Asian Pacific Community. In the same year, Tuan was named Nevada’s “2004 Businessman of The Year” by The Congressional Committee Business Advisory Council. Subsequently, in 2005 he was named Honorary Chairman of the Nevada Business Advisory Council. His recognition was published in the Wall Street Journal March 09, 2005 issue. Tuan is also very active in his local community as well as being involved with advocacy efforts for his industry. Since 1980, he has volunteered in many fundraising events, promoting government fiscal discipline and stability. In 1991, he held a position as Executive Director and in 1992 as Chairman of Minorities Confederation and Friends of Massachusetts, a non-profit organization working in conjunction with The Massachusetts Taxpayers Committee Educational Foundation, a 501 (c)(3) bi-partisan non-profit charitable, educational organization that trains pro-business, fiscally conservative candidates and campaign managers in political campaign management, fundraising, speech making and organizing winning campaigns. He frequently voices his concern and communicates with local and federal elected officials regarding his views on issues such as tax reform, securitization process, consumer financial protection, consumer financial protection, financial regulation, The Indexed Annuities and Insurance Products Act of 2009, and many other legislative issues regarding the financial industry. Tuan is a Certified Financial Educator®. He is the Managing Partner at P&P Advisory Group, LLC dba Trusted Financial & Insurance. His unique practice focuses on how to help clients find money that they are currently transferring out of their household or business unknowingly and unnecessarily. These areas can include how his clients finance mortgages, pay taxes, fund their qualified plans, save for college costs, and handle expenses like automobile payments and credit cards. Most people are unaware that they will lose more money in these areas of their lifestyle than they will accumulate in their lifelong savings/investment accounts. Tuan has a strong belief that he can have a bigger impact on his clients’ financial future by helping them avoid the losses due to transfers of money rather than chasing high returns with aggressive investments. Once he helps clients find the money, he can show them how to redirect, save, and grow it tax-deferred, and also withdraw it tax-free. By doing this, he can help clients build a plan such that they: never lose money can extend how long their money lasts in retirement so that they don’t run out are able to increase their projected retirement income are able to pay off all loans including mortgages in about 9 years without sacrificing their current life style pay less in overall taxes. Tuan is proudly a member of these fine organizations: NAIFA (National Association of Insurance and Financial Advisors), NEA (National Ethics Association), MDRT (Million Dollar Round Table), Las Vegas Metro Chamber of Commerce, Better Business Bureau (A+ Rated). What you’ll learn about in this episode: How Tuan came to the United States as a Vietnamese refugee in 1977, and why he chose to pursue financial freedom What early financial lessons shaped Tuan’s views on money and taught him to better manage his finances Why it is important to understand the taxes you pay and to take steps to save as much as possible in your tax liability Why Tuan pays off his credit cards in full every single month to avoid the accumulation of interest charges on his bill What strategies you can use to avoid paying more than necessary, and what the difference is between “good debt” and “bad debt” Why you should buy fewer stock shares when the market is doing well, and why you should buy more shares when the market is struggling Why options are a great way to safely invest your money in stocks with lowered risk of losing if the market drops out Why Tuan does the financial advising work he does, and why he started an organization to help homeless veterans learn financial literacy and other skills How to contact Tuan Pham and Additional Resources: Telephone: (702) 456-5699 Website: www.pnpadvisorygroup.com Website: www.myinvestmentservices.com

Shanyn Stewart has a passion for helping her clients with tax strategies. She began her career with General Electric as one of two accountant/advisors that worked directly with GE employees and executives to mitigate taxation throughout the county. In 1996 she started Advanced Accounting to assist clients apply those principles she learned at GE to assist in reducing their tax liability. She is a Certified Senior Advisor and Certified Acceptance Agent with the IRS. In 2008 Shanyn was accepted into the non-profit Heartland Institute of Financial Education as a Certified Financial Educator. In May 2017 Shanyn received her designation as a Certified Tax Master. This designation is for CPA's and EA's (Enrolled Agents) and is held by those that demonstrate the highest understanding of tax planning strategies. Her niche market is real estate professionals. She works as a concierge CFO to multiple businesses where she serves as an advisor to assist in growing her clients businesses. Shanyn is a single mom, of two children, one is a special needs child with autism, she understands the challenges of balancing home and work. On today's episode, we discuss a lot with Shanyn, including: How to approach setting up LLCs? Why you need a tax strategist on your team How to ensure your accountant is working hard for YOU Top Tax saving tips How the new tax law changes will impact real estate investors Deductions most investors miss Reach out to Shanyn: Website: https://advancedaccounting.com Free 15 minute consultation: https://advancedaccounting.com/schedule-a-consultation/   Resources/Books: Information on the pass through deduction 199a Think and Grow Rich by Napolean Hill   Looking for Funding? Ladies, you need to check out Fund That Flip! Real Estate Loans, Simplified.  We are excited to tell you about Fund That Flip, a company we are very proud to call our sponsor. Fund That Flip is the leading provider of fast, convenient, affordable capital for experienced real estate investors who buy and rehabilitate residential properties. Their online application means instant feedback and a 24-hour turnaround time for funding commitments. They are a direct lender with a diverse capital base, giving you optimal deal structure flexibility. What do they fund? 1-4 unit fix-and-flip Ground-up construction Rental bridge Cash-out refinance   Real Estate InvestHERs, Get $500 towards your next closing!   Check them out by visiting – www.fundthatflip.com/investher   InvestHER Community Join us on our mission to support and empower as many women as we can to live a financially free and balanced life. We invite you to join the InvestHER Community Facebook group along with other new and experienced women real estate investors! https://www.facebook.com/groups/Investhercommunity Follow us on: Facebook: @therealestateinvesther Instagram: @therealestateinvesther Please leave a comment below! Learn more about your ad choices. Visit megaphone.fm/adchoices

Shanyn Stewart has a passion for helping her clients with tax strategies. She began her career with General Electric as one of two accountant/advisors that worked directly with GE employees and executives to mitigate taxation throughout the county. In 1996 she started Advanced Accounting to assist clients apply those principles she learned at GE to assist in reducing their tax liability. She is a Certified Senior Advisor and Certified Acceptance Agent with the IRS. In 2008 Shanyn was accepted into the non-profit Heartland Institute of Financial Education as a Certified Financial Educator. In May 2017 Shanyn received her designation as a Certified Tax Master. This designation is for CPA's and EA's (Enrolled Agents) and is held by those that demonstrate the highest understanding of tax planning strategies. Her niche market is real estate professionals. She works as a concierge CFO to multiple businesses where she serves as an advisor to assist in growing her clients businesses. Shanyn is a single mom, of two children, one is a special needs child with autism, she understands the challenges of balancing home and work. On today's episode, we discuss a lot with Shanyn, including: How to approach setting up LLCs? Why you need a tax strategist on your team How to ensure your accountant is working hard for YOU Top Tax saving tips How the new tax law changes will impact real estate investors Deductions most investors miss Reach out to Shanyn: Website: https://advancedaccounting.com Free 15 minute consultation: https://advancedaccounting.com/schedule-a-consultation/   Resources/Books: Information on the pass through deduction 199a Think and Grow Rich by Napolean Hill   Looking for Funding? Ladies, you need to check out Fund That Flip! Real Estate Loans, Simplified.  We are excited to tell you about Fund That Flip, a company we are very proud to call our sponsor. Fund That Flip is the leading provider of fast, convenient, affordable capital for experienced real estate investors who buy and rehabilitate residential properties. Their online application means instant feedback and a 24-hour turnaround time for funding commitments. They are a direct lender with a diverse capital base, giving you optimal deal structure flexibility. What do they fund? 1-4 unit fix-and-flip Ground-up construction Rental bridge Cash-out refinance   Real Estate InvestHERs, Get $500 towards your next closing!   Check them out by visiting – www.fundthatflip.com/investher   InvestHER Community Join us on our mission to support and empower as many women as we can to live a financially free and balanced life. We invite you to join the InvestHER Community Facebook group along with other new and experienced women real estate investors! https://www.facebook.com/groups/Investhercommunity Follow us on: Facebook: @therealestateinvesther Instagram: @therealestateinvesther Please leave a comment below!

When you attend networking events, do you just go from one person to another, introduce yourself, then pitch your services? Or do you get there without any expectations other than getting to know other entrepreneurs and the interesting things they do? Our guest for today is Shirlene Reeves. Shirlene is a Business Success Coach, Massive Visibility Media™ Trainer, Certified Financial Educator®, International Speaker and Media Show Host. She supports business owners to create properly priced programs that sell easily and make money, and works with her clients to define their target market, create programs based on client requests and then designs an easy-to-follow Million Dollar Business Plan on a budget. Read Shirlene’s Full Bio In this episode, we talk about focusing on your target market, making relationships a priority, and effective networking tips that are so simple, you’d wonder why you haven’t thought of them. Our conversation got cut off as I was asking Shirlene where people can find her online, but you can find all of that information below. Go ahead and click on that play button and I hope you enjoy this episode! “I Had to Do Sales, or My Business Wouldn’t Survive” Shirlene had this business that she bootstrapped from zero to multimillions, and she was definitely down the rabbit hole. Her clients were CEOs at Wells-Fargo, CEOs and Vice Presidents at Bank of America – all these really, really big companies – and she thought, “How in the world am I going to sell to these people? I’m not anybody.” Most of us feel that way in the beginning, right? You’re not anybody and how are they going to respect you and feel strongly that you are the person that can provide the best service for you. Have you ever felt that way? So it was really, really difficult. I knew, at the time, that I had to do sales or my business wouldn’t survive. And I found out that building relationships first is what created all the sales for me, and that’s how I increased that specific business to multimillions, and I had 23,000 working under me at that time. I had to feed those families, so if I didn’t know how to get the sale, I could never feed all those families. Relationship first, Sales second You have to build a relationship first, and let them get to know you, that you do have integrity, you do show up on time – and that is huge, showing up on time – and that you will do what you say you’re going to do. Those are the three things I always honor. That’s how I created my business. Networking Tips When attending networking events, Shirlene’s favorite question to ask is, “Tell me about your business.” That’s it. Nothing less, nothing more. Then the other person launches into three minutes of explanation. Now if you’re in a networking group, that’s all you have time for, nothing more. So if that’s all you have time for and all you’ve done is pitch yourself and hand somebody a business card, it’s going to go in the trash. But if you meet someone and you have a genuine interest in who they are, and your heart is open to listening and not jumping in and barreling in on your own comments and your own reasons for how you can help them, then they will keep your card because you’ve touched their heart. It makes a big difference.   Mentions Connect with Shirlene through LinkedIn, Twitter or Facebook Check out her website at https://maximizeyourwealthnow.com/ Selling Through Your Heart: Empowering You To Build Relationships For Financial Freedom by Shirlene Reeves, CFEd  

Do you believe you can be wealthy? Do you know how much your monthly expenses are? Do you have multiple streams of income? These are the questions Tia Chambers wants YOU to ask yourself. Tia is a Certified Financial Educator and founder of the "Financially Fit & Fabulous" blog with nearly a decade of experience in the finance sector. In this episode we talk about mindset, budgets, generating wealth, traveling smart, and more! If you truly want to change your life financially then this episode will certainly strenghten your mission! www.FinanciallyFitandFab.com tia@financiallyfitandfab.com

In this last and final episode of Collaborative Thoughts, we chat with Marsha of The Finance Bar (@thefinancebar) for pt. 3 of the Crisis Change vs. Lifestyle Change series. Marsha is Certified Financial Educator and Founder of "Financial Empowerment Charlotte." In this episode we address the importance of financial readiness! Marsha has over 12 years of finance and facilitation experience including undergraduate and graduate degrees in Management & Leadership. (For more information on Marsha Barnes, visit: thefinancebar.com) Discussion Points: What is the difference between "crisis change" and "lifestyle change?" (Dylesia) How does this apply to my finances? (Marsha) How does changing only for a certain result versus changing permanently affect my long-term financial goals? What am I missing out on my doing this? (Dorian) Were you ever inconsistent with your finances? What happened to make you decide to make financial stability a lifestyle? What personal examples can you give so that I can better understand the contrast between how your life was then and how it is now that you've actually committed to living a financially stable life? (Marsha) I'm ready to commit, so what steps can I take to transition from inconsistency to consistency? (Marsha) When you are really ready for change, you will start to see a feel a shift within yourself. Happy Listening! ♥Xo ||Subscribe Below||

Tonya Rapley is the founder of My Fab Finance where she helps millennial women establish a healthy relationship with money and create a life as fabulous as them. Tonya became a Certified Financial Educator after improving her credit score by 130 points in 18 months and founding MyFabFinance.com in 2013...

How's your financial security?  Are your savings, retirement and investment plans working for you? Got questions?  Listen live 9/18/13 at 10:00am.  Call into show at 323-580-5755. Tamara Leigh's Trend On with Heidi Feemster and guest Trisha Kroner, Certified Financial Educator of Steadfast Income Planning Group of Chicago.  Trisha's mission is to help American's obtain financial security in their retirement years and uses her expertise to increase her client's cash flow and net worth.. Also,Tamara Leigh's TREND ON Fashion.  Follow us on twiter:  @tamaraleighllc; @linkedlocalnet; tamaraleighllc.com; linkedlocalnetwork.com; heartlandfinancialeducation.org