Podcasts about investment adviser representative

Elizabeth (Betty) Heid is the past chair of the Board of Directors of the Colorado Women's Hall of Fame, serving on the board for 6 years: 5 years as Chair, one year as past chair.While serving as Chair of the Board, she recognized a need to broadly tell the life stories of the women who were inducted into the Hall. She was inspired to design and create the “Great Colorado Women” film series. Serving as Executive Producer since implementation in 2016, she has produced 33 films to date. All as a volunteer.The film series focuses on historic and contemporary Colorado women and their little known, underreported achievements. This multi-season series honors the more than 200 trailblazing women who have been inducted into the Hall since its founding in 1985. These stories provide role models to remind women and girls that they too can aspire higher to reach their dreams and to educate men and boys about women's accomplishments. The result of this series is the creation of a comprehensive historical archive of the rich legacy of great Colorado women and will be a major step toward women being appropriately represented in Colorado history.This series, now in its seventh season, is really an eye-opener to the accomplishments and the impacts Colorado women have had on our state, our country, and our world. The films produced each year air on Rocky Mountain PBS. These films have earned 4 Heartland EMMY awards, while receiving 15 Heartland EMMY nominations. One film also won the Los Angeles Film festival for “Inspiring Woman in a Film.” The films have been viewed worldwide, reaching an audience of well over one million viewers.Betty's professional experience includes: owner, founder and CEO of two multi-million dollar businesses: a consulting agency and a job placement agency. Previously, she worked for several Fortune 500 companies where she was a senior executive responsible for customer service, project management, operations management, and quality assurance. She has managed staffs as large as 600 employees and had responsibility for over one billion dollars of annual revenue.Ms. Heid is a Colorado Native, who has lived in Colorado most of her life. She is a life-long volunteer focusing on education, women's issues, and history. She has served as chair or a member of many boards and organizations across Colorado. She holds an under-graduate and a master's degree from the University of Denver, both in Business Administration. She is also a certified mediator. Her hobbies include golf, bridge, travel, reading, and exercising.https://www.cogreatwomen.org/**********************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an SEC Registered Adviser.The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-betty-heid-executive-producer-great-colorado-women-film-series

Dr. Linda Kimberling—Retired Federal Executive, Educator, Business Owner, Author, Foster Ministry Founder, Mother, Grandmother and QuilterDr. Kimberling overcame early-life obstacles to serve the American public for 30 years in various leadership and managerial roles in the U.S. Government. Her tenure included Senior Executive Service member for 10 years in positions of Assistant Commissioner and Chief Financial Officer at Treasury and Department of Energy. She holds a doctoral degree in Organization and Management, a MS in Economics and a BS in Business and Education. As an educator, she served on the faculty at Regis Jesuit University and Southern Illinois University teaching Graduate Studies in Ethics, Leadership and Economics.She combined her experience in executive leadership, her education in organization and management, and her experiences as a Christian leader to author the book: “Faith Based Leadership–When the Odds are Stacked Against You”.Currently, she is the business owner of Log Cabin Quilt'N Sew offering long-arm quilting services and fabric to her customers. Log Cabin Quilt'N Sew fulfills her longtime passion to create and gift quilts to foster children currently in child placement facilities. Through the help of 70+ women across the country, “My Very Own Quilt Ministry” made and gifted over 700 quilts to foster children.Together, she and her husband live in Castle Rock, CO. They have 5 adult children and 6 grandchildren that keep them busy!www.logccabinquiltnsew.comhttps://www.facebook.com/logcabinquiltnsewhttps://www.instagram.com/logcabinquiltn/*************************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/ Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an SEC Registered Adviser.The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-dr-linda-kimberling-owner-log-cabin-quiltn-sew

Polly Letofsky left her home in Colorado and headed west across 4 continents and over 14,000 miles—by foot—to become the first woman to walk around the world.As an awareness campaign for breast cancer, strangers welcomed her into their homes. But it was never an easy road. Polly struggled with earthquakes, muggings, languages, even religious riots. The ultimate challenge came in the middle of Polly's journey when September 11 flung us all into a crossroads in world history and she found herself navigating a vastly changing world.Polly shares her story with humor and honest reflection, in this award-winning book, 3mph: The Adventures of One Woman's Walk Around the World.Polly has taken her book writing experience to a whole new level. After a bad experience with a publishing company, she took a deep dive into learning every aspect of the industry. Her goal… to protect authors from many of the same mistakes she made. Today she runs a very successful book publishing business with an award-winning team of editors, marketers, and designers.https://www.pollyletofsky.com/https://www.mywordpublishing.com/https://www.linkedin.com/in/pollyletofsky/https://www.facebook.com/polly.letofsky.7*************************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an SEC Registered Adviser.The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-polly-letofsky-author-speaker-publishing-mama-and-owner-my-word-publishing

I enjoy blending strategic thinking with creative problem-solving to drive meaningful change. My focus has always been on building connections and finding ways to enhance our communities.I kicked off my career in finance, where I found success as a top salesperson. That experience sharpened my analytical skills and taught me how to understand complex needs, which I now apply to my work in non-profit fundraising.What motivates me is the chance to contribute to causes that resonate with me. I thrive on collaboration, brainstorming new approaches, and discovering innovative strategies to advance our mission. Whether it's through partnerships, campaigns, or improving processes, my aim is to make a real impact.On a personal note, I grew up in Colorado, am a military brat, and the youngest of six siblings. I speak Spanish and love to travel! I'm a devoted wife who loves spending time with my husband. We enjoy serving our church, exploring new places, birdwatching, and practicing my compound bow in our league. And there's nothing better than a road trip through the Midwest with classic country tunes playing in the background. These experiences enrich my perspective and fuel my passion for giving back.I'm excited to connect with anyone who shares a passion for making a difference or wants to chat about innovative ways to engage in philanthropy and community work.https://boulderbridgehouse.org/https://www.linkedin.com/in/heather-lagge*************************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an SEC Registered Adviser.The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-heather-lagge-sponsorships-gifts-manager-bridge-house

For over thirty years, Amy Mays has worked alongside teens, helping them navigate life's challenges. As a youth director and counselor, she learned something crucial: teens need more than programs. They need places where they feel they truly belong, where getting support doesn't feel like a big deal.That's why she started Happy Crew in 2007. It began with weekly meetings where teens could be themselves, find their voice, and know they matter. What started with just a few students grew steadily. In the 2024-2025 school year, Happy Crew will host a total of 23 weekly meetings that bring together an average of 75 students each time. Already, 183 different teens have found community through Happy Crew this year alone—and we're on track to connect with over 200 students before summer. But we need to do more.https://thehappycrew.org/https://www.happycrewcoffeehouse.com/*************************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an SEC Registered Adviser.The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-amy-mays-executive-director-the-happy-crew

Lindsey has worked at Mountain Vista high school for 20 years in a number of different roles. She taught in the Career Tech Ed world for 14 years, was the head volleyball coach, ran student leadership, and was on a building leadership team. She was also instrumental in the growth of their relationship with the “Make a Wish Foundation.” The partnership with the school community, along with local clothing brand, Be A Good Person, has raised almost 2 million dollars for the Foundation.Now Ms. Jaffe is an Assistant Principal and Activities Director, managing over 65 clubs within the school. In her free time, she loves to spend time with her 2 children, support their sports/activities, travel, and do yoga!https://mvhs.dcsdk12.org/*************************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an SEC Registered Adviser.The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-lindsey-jaffe-asst-principal-activities-director-mountain-vista-high-school

Carey Marin is a wife, mom of four, entrepreneur and open adoption advocate.Carey is a graduate of the University of North Texas where she received her bachelor's degree in broadcast journalism. She has worked with orphanages in Bolivia and Romania, and with women and children in Ecuador, Kenya and Turkey. She received the President's Volunteer Service Award, and founded Hearts Wide Open, an open adoption support group. She has also served with Court Appointed Special Advocate (CASA) for children in foster care.Carey and her husband, Paul have four adopted children. She joined the Gift of Adoption Fund- Colorado Chapter Board in June of 2023, shortly after she and her family relocated to Denver from Dallas. Gift of Adoption is a national charity that provides grants of up to $15,000 to complete the adoptions of vulnerable children. Priority is placed on helping children facing what is possibly their only chance at adoption, including those at-risk of separation from siblings, entering foster care, aging-out of an orphanage, or with special needs.Gift of Adoption is the largest provider of adoption assistance grants on a nondiscriminatory basis (without regard to age, race, ethnicity, religion, sexual orientation, or marital status) and grants are paid directly to adoption agencies and attorneys working on the child's behalf. Since inception in 1996, Gift of Adoption has awarded more than $14 million to give over 4,724 children permanent families and the chance to thrive. To date in Colorado, GOA has awarded $507,000 in grants to complete the adoptions of 155 children.Gift of Adoption is recognized by Charity Navigator and the Better Business Bureau's Wise Giving Alliance.As President & CEO of Purpose Media Group, Carey specializes in crafting strategic communications that drive measurable results. From public relations and digital content marketing to message development and crisis communications, Carey helps businesses build trust, credibility and lasting connections with their audiences. She has helped clients garner national and international media attention from the LA Times to the Wall Street Journal and Good Housekeeping to TODAY Show.www.giftofadoption.orghttps://giftofadoption.org/joinourboard/giftofadoption.org/colorado/facebook.com/GiftofAdoptionColoradowww.purposemedia.biz***********************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams. Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an SEC Registered Adviser.The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-carey-marin-adoptive-mom-of-4-children-gift-of-adoption-fund-board-member

Guest: David McAdams Founder & CEO McAdams Group $240M AUM & Partner In a $3B FirmWebsite: https://www.mcadamsgroupllc.com/Bio:David McAdams is the Founder and President of McAdams Group, an asset and wealth management organization in Cordova, TN. For more than two decades, David has helped hard-working individuals and families in and around Memphis better preserve their retirement savings and increase their retirement income.David is an Investment Adviser Representative and licensed insurance professional specializing in retirement income strategies. He also works closely with estate planning attorneys in the area to establish effective investment and wealth management solutions that can help clients avoid unnecessary taxation and possible government intervention through probate.As an independent financial advisor, David has helped hundreds of clients implement income-generating strategies designed to help protect their savings from the threat of inflation, rising healthcare costs, and market risk.McAdams Group, LLC is currently rated by the Better Business Bureau as an accredited BBB business and is a member of the Memphis Regional Chamber of Commerce.Disclaimer:Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. McAdams Group, LLC and Sound Income Strategies, LLC are not associated entities. McAdams Group, LLC is a franchisee of the Retirement Income Source. The Retirement Income Source and Sound Income Strategies LLC are associated entities.www.sec.gov

Wendy began with Generation Schools Network in 2010 as the Rocky Mountain Managing Director and was asked by the Board of Directors to assume the CEO role in 2012. While earning a business degree, her love for education was catalyzed through volunteering to teach a business entrepreneurship class in an economically struggling Denver neighborhood on Saturday mornings at a local church. She brings extensive experience in the non-profit and education sectors, especially in the areas of network development, school replication and innovative educational models. She has worked in higher education (Northwest College, Colorado Christian University & Harvard University) and co-founded the Street School Network, which grew to include more than 50 schools in 27 cities under her leadership. She holds a BS in Business Management from Colorado Christian University, an MA in Educational Leadership from Concordia University and is currently studying for her PhD in Education & Social Justice at Lancaster University in the United Kingdom. She has completed fellowships with both Catapult and the Billions Institute for large scale social change.Wendy is part of a big, blended family with 6 semi-grown children ranging in ages from 21-42; four boys and two girls. She loves dogs (which is great because she has grand dogs including one she keeps full-time due to her son's deployment). Wendy loves reading historical fiction and serves as the director of the children's program at her church.Website: https://www.justiceengagedstudents.org/Website: https://www.generationschools.org/*************************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an SEC Registered Adviser.The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-wendy-loloff-cooper-ceo-generation-schools-network

As a sales specialist for SketchUp in Trimble's AEC division, I blend my interior design background with a passion for architectural technology. I help professionals navigate the industry's leading 3D modeling software. Raised in Douglas County, I've always believed in the power of community. Since May 2024, volunteering has opened new doors for me, bringing fresh purpose and perspective to my life. When I'm not helping architects and designers transform their visions into reality, you'll find me spending quality time with my husband and our dogs, who make every day brighter.I began volunteering with Soul Dog Rescue in May 2024 with my sister-in-law Heather Taylor. The mission of Soul Dog Rescue is to perform collaborative and targeted work, primarily through spay and neuter in underserved regions. Once a month we travel to the Navajo Reservation in the Four Corners Region where we may spay and neuter over 200 dogs and cats in a weekend. We rescue surrendered and stray animals and bring them to our clinic in Fort Lupton, CO where we hope to find foster and forever homes.Website: https://www.souldog.org/LinkedIn: https://www.linkedin.com/in/jennifer-powell-2337ab72/Facebook: https://www.facebook.com/JPowell303/Recent Article: https://www.castlepinesconnection.com/rescue-rehab-and-adoption-through-soul-dog-rescue/**********************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an SEC Registered Adviser.The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-jennifer-powell-volunteer-soul-dog-rescue

Janine Valentine is an award-winning author, poet, and entrepreneur, currently living in Colorado. She loves to travel, carrying with her a sense of humor and curiosity. Experiencing her surroundings with a soul-level sensory awareness, Janine expresses these perspectives and insights through her deeply relatable writing. She believes that by vulnerably sharing our personal journeys we light a path inviting others to also engage with their fears, release constraints, and find genuine community.Amazon: https://www.amazon.com/dp/057836705XInstagram: https://www.instagram.com/janine.valentine.author/Website: https://www.janinevalentine.com/*************************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an SEC Registered Adviser.The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-janine-valentine-author-both-things-are-true

While she loves working with patients of all ages, Dr. Link realized early in her career that busy working adults were a severely underserved population. Dr. Link feels incredibly humbled to be growing a community where hearing loss and hearing aids are no longer stigmatized. You will be celebrated no matter where you are on your hearing journey. She loves looking at you as a whole person and empowering you to tackle the unique challenges you present to her. You can be sure that you will receive personalized evidence based care from Dr. Link while learning from one another.Dr. Link grew up on her family's farm in Ohio and received her Bachelor of Science degree from Miami University. Having grown up on a farm, she is passionate about preventable noise-induced hearing loss. Dr. Link earned her Doctor of Audiology degree from Rush University in Chicago, one of the top 10 audiology schools in the country. She was awarded a Distinction in Clinical Excellence at graduation. Dr. Link cultivated her clinical excellence through mentorship from some of the top audiologists in Chicago in a variety of clinical settings including university hospitals, the VA hospital, Chicago community hospitals, ENT clinics, a hearing aid research and development center, and the Ann and Robert H. Lurie Children's Hospital.When not practicing audiology, Dr. Link finds joy in biking, skiing, and live music in the great outdoors. When she cannot get away to the mountains you can find her catching up on her favorite podcasts, sipping American pale ales, and challenging her family and friends to a competitive game of Ticket to Ride, Mancala or Kings on the Corner.Website: https://www.theaudiologymethod.com/Facebook: https://www.facebook.com/TheAudiologyMETHOD*************************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an SEC Registered Adviser.The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-dr-julie-link-founder-owner-the-audiology-method

Marissa Harmon took office as Lone Tree's 4th Mayor in May 2024. She is an entrepreneur, small business owner and the first elected official to own a brick-and-mortar business in the City of Lone Tree. Her decision to run for office originated from a deep desire to serve and maintain the quality of life for residents and businesses in our growing community. Mayor Harmon's commitment to the community is demonstrated through her prior service on the City Council, Lone Tree Planning Commission, Douglas County Youth Initiative, South Suburban Parks and Recreation subcommittee, Colorado Municipal League, and Co-chairing the campaign for 2E to raise sales tax by 1%..Marissa and her husband have been proud residents of Lone Tree for over a decade and feel fortunate to be raising two daughters in this amenity-rich community. You will likely see them hiking, biking, and running throughout the city taking advantage of every opportunity to be outdoors. Mayor Harmon understands the importance of commerce, community, and culture that makes our City so special.In her role as mayor, she actively represents Lone Tree through her involvement with numerous organizations, including the Chair of Partnership of Douglas County Governments; Denver South Economic Development Partnership Board of Directors; Denver Regional Council of Governments (DRCOG) Board of Directors; and the Metro Mayors Caucus. She is passionate about supporting Lone Tree residents, businesses and restaurants and looks forward to engaging with residents throughout the community.Website: https://cityoflonetree.com/city-council/Instagram: https://www.instagram.com/marissaharmonforlonetree**********************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an SEC Registered Adviser.The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-mayor-marissa-harmon-city-of-lone-tree-co

Judy Jordan has dedicated over 40 years to transforming the field of education, with a focus on empowering students with disabilities and guiding educators to become their best selves. A proud graduate of the University of Oklahoma, where she earned a Bachelor of Science in Education, Judy continued her studies at the University of Houston – Victoria, earning a Diagnostician Certification, followed by a Master of Education from the University of Houston. She later obtained a Principal Certification from the University of Northern Colorado.With 17 years spent teaching special education across all K-12 levels, 10 years as an educational diagnostician, 8 years as a special education coordinator, and 7 years as a Principal, Judy has a wealth of experience that spans all aspects of education. Driven by the belief that every individual has the ability to learn and be heard, she is passionate about creating inclusive, supportive environments where both students and educators can thrive.As a Principal, Judy enjoys coaching and mentoring staff, fostering collaborative teams, and nurturing leadership in others. With expertise in team building, personnel management, staff development, dispute resolution, and motivating others to take action, she brings a unique blend of vision, trust-building, and a commitment to growth—helping people at every level to unlock their potential.Whether in the classroom, as an advocate for special education, or as a leader guiding school communities, Judy is dedicated to making a lasting impact and inspiring those around them.Website: https://sites.google.com/dcsdk12.org/dcsdbridgetransition18-21/homeFacebook: https://www.facebook.com/dcsdbridgeprogram/*************************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an SEC Registered Adviser.The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-w-judy-jordan-bridge-transition-program-principal-douglas-county-school-district

Andrew McNair is a financial expert, philanthropist, and author dedicated to helping families achieve financial peace of mind. As the President of SWAN Capital in Pensacola, Florida, Andrew's mission is to help families "Sleep Well At Night" through Total Wealth Management, offering integrated retirement plans that address income, tax, health care, and estate needs.  Andrew began his financial career at 14, interning at a financial firm and later founding SWAN Capital after studying finance at the University of West Florida. He is an Investment Adviser Representative, licensed insurance professional, and creator of the Cygnet Fund for real estate investments.  A passionate advocate for stewardship and giving, Andrew hosts the Rich Young & Powerful podcast and the weekly radio show What Your Money Would Say. He is also the author of Don't Be Penny Wise & Dollar Foolish, Tithe: A Living Testimony, and The Giving Crisis. Featured on The Wall Street Journal, Forbes, and Fox Business, Andrew encourages others to align their finances with their values to create lasting impact. Chapters 00:00 Introduction to Andrew McNair and Market Insights 06:14 Andrew's Journey to Financial Success 12:49 Navigating the Current Economic Landscape 19:41 Investment Strategies and Asset Allocation 26:59 The Importance of Giving and Family Experiences 33:47 Final Thoughts and Future Aspirations RANDY SMITH Connect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor

Jeanette Reynolds is a passionate advocate for inclusivity and community empowerment. Miles 4 Madison is a non-profit organization dedicated to building inclusive parks in communities and providing recreational opportunities for everyone. As Executive Director, Jeanette has been instrumental in creating impactful initiatives in her own community.Miles 4 Madison has grown into a thriving organization. They host an annual 5k run in Sterling Ranch in the fall and provide recreational opportunities for families with children who may have a disability.When not working, Jeanette can be found watching Duke basketball or training for her next RunDisney event.Website: https://www.miles4madison.org/Instagram: https://www.instagram.com/miles_4_madisonLinkedIn: https://www.linkedin.com/company/miles-for-madison/*************************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified. Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an SEC Registered Adviser.The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-jeanette-reynolds-executive-director-miles-4-madison

Bonnie Dannels is the Founder/President of Paul's Mystery Ship to End ALS, a nonprofit foundation. Bonnie created this foundation because her husband Paul of 45 years was diagnosed with ALS. He lost his battle after a short 13-month journey fighting this horrific disease. ALS is a fatal disease with no cure. Once diagnosed, there is no turning back. Paul and Bonnie have a large family of 3 children (2 daughters and 1 son) and 11 grandchildren. Each member of her family was deeply affected by this disease. Bonnie is blessed to have a large circle of family and friends who support her; each one of them were also deeply affected as they supported Paul throughout his stages of ALS.Prior to Paul's diagnosis, Bonnie had a career in management, sales, and service for independent insurance agencies. Her career was abruptly interrupted in January 2019 when Paul was diagnosed with ALS.Bonnie is a Colorado native, born and raised in Timnath, CO. She graduated from Colorado State University and lived in Ft. Collins until her family moved to Castle Rock in 1982.Bonnie is an avid walker & hiker. She plays pickleball and does some type of physical activity daily. Her newest activity is snowshoeing.Bonnie is actively involved in the Castle Rock community, Castle Rock Chamber of Commerce, Womenade, Plum Creek Church, and First United Methodist Church.Website: www.paulsmysteryship.comFacebook: https://www.facebook.com/PaulsMysteryShip/Instagram: https://www.instagram.com/pauls_mystery_ship/LinkedIn: https://www.linkedin.com/in/bonnie-dannels-210869102/**********************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an SEC Registered Adviser.The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-bonnie-dannels-founder-president-of-pauls-mystery-ship-to-end-als-foundation

Leigh Chandler was appointed as the Executive Director at the Lone Tree Arts Center (LTAC) in 2022, after serving as Artistic Director and Marketing Director. As Executive Director, Leigh oversees LTAC's operations and guides the organization's artistic vision, including Main Stage, Community Impact, and other specialized programming. Previously, Ms. Chandler served for eight years in a marketing director role at the Flynn Center for the Performing Arts in Burlington, Vermont. She grew up outside of New York City and graduated from Cornell University with a Bachelor of Science in Industrial and Labor Relations.https://www.lonetreeartscenter.org/https://www.facebook.com/Lonetreeartscenterhttps://www.instagram.com/ltartscenter*************************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an SEC Registered Adviser.The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-leigh-chandler-executive-director-lone-tree-arts-center

Erin Botsford, CFP® is known as The Advisor Authority™ Erin spent 31 years in the financial services business and achieved the highest levels as Barron's Top 100 in all categories – Independent, Advisor, and Women Advisor. She sold her business in 2017 in a very successful exit.Erin had a desire to give back to the industry to help advisors avoid the missteps she experienced. Today Erin is the creator of the Elite Advisor Success System™ – a system that teaches advisors how to quickly grow their businesses exponentially and build firms that have all the elements needed for a future succession or exit. Her program delivers the 5 keys to business success in easy-to-understand modules, enabling advisors to gain decades' worth of insights in less than six months.During an African safari in 2009, Erin visited an orphanage where 40 babies lay silently in 20 cribs—none of them crying. It changed her life. Not only does Erin give back to her industry, she also donates a large portion of the profits from her training company to several organizations in Africa including the Ebenezer Foundation, Zoe Empowers, and Overland Missions.With 31 years of field experience and an authentic personal story, she can relate to advisors at all levels. An international speaker, Erin shares her 30 years of wisdom at industry conferences worldwide. https://erinbotsford.com/https://www.linkedin.com/in/erinbotsford/https://ebenezerfoundation.orghttps://zoeempowers.org*************************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an SEC Registered Adviser.The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-erin-botsford-cfp-founder-the-advisor-authority-barrons-top-100-advisor

Hello, my name is Tevia Reading, and I am the fourth oldest of 6 siblings. Fun fact, all our names begin with ‘T” – Tony, Tania, Tatum, Tabitha, Talia, Tevia, TJ and Tag.When I was eleven, I faced the unexpected loss of my father. This tragedy shook my world forcing me to adapt quickly to new realities. Losing a parent at a young age left a void that could never be filled, yet it forced me to develop emotional strength and a sense of responsibility. My inspirations come from my dad. As far back as I can remember, my dad put the needs of others before his own and served with love and genuine concern. I confidently and proudly can say I inherited his heart for service and deeply desire to continue his legacy.Throughout high school, I have dedicated myself to supporting and inspiring others. As a student leadership representative and now Student Body President, I work to create a sense of belonging and advocate for those who feel unheard. I volunteer as a teacher's aide, mentor classmates, and organize student activities. I participate in community service and church outreach opportunities. I am enrolled in a Cosmetology program and will graduate as a licensed cosmetologist. I also play field hockey and tennis.My most transformative experience came during a mission trip to Africa. Mozambique was an awakening for me. I spent my days interacting with 78 orphaned children, watching their eyes light up at what most would take for granted. Their hunger for knowledge ignited a fire in me to do more. My time in Africa deepened my understanding of what it means to be a servant leader and instilled in me the importance of education as a tool for empowerment. It became clear I want to dedicate my life to teaching and serving disadvantaged communities at home and abroad.As a future educator, I am excited to devote my life to making a difference through teaching and empowering others to dream beyond their circumstances while honoring my father's legacy of service and compassion. Thank you.*************************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an SEC Registered Adviser.The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-tevia-reading-senior-in-high-school

A writer of faith by day and mystery by night, Patricia Raybon is a Christy Award-winning author and essayist who writes the Annalee Spain Mystery Series and authors devotional writing for Our Daily Bread. A newspaper journalist right out of the gate, Patricia turned to mystery fiction during the pandemic and hasn't looked back. Her debut novel, “All That Is Secret,” won a Christy Award for First Novel and was picked by NBA All-Star Steph Curry as a Literati Book Club selection. The series' second installment, “Double the Lies,” won the Christianity Today Book Award for Fiction. The third in the series, “Truth Be Told,” was a New York Times Book Review pick among “4 Great Fictional Detectives.”Patricia cut her writing teeth in high-pressure newsrooms and won multiple awards for feature writing during her years at The Denver Post, where she was editor of the Sunday Contemporary Magazine, and later at the Scripps Howard Rocky Mountain News. Mid-career she taught print journalism for 15 years to bright graduate and undergraduate students at the University of Colorado at Boulder.Her personal essays have been published in the New York Times Magazine, Newsweek, USA Today, USA Weekend, Guideposts, In Touch Magazine, Christianity Today, the Washington Post, and for National Public Radio's Weekend Edition.A lifelong Colorado resident, Patricia lives near Denver with her husband Dan, a retired educator. With two grown daughters and five grandchildren, they enjoy movies, popcorn, college hoops, and Masterpiece Theatre historical mysteries on PBS. They also love spoiling their grand-dog Max and grand-kitty Mittens.https://www.patriciaraybon.com/ https://www.facebook.com/patricia.raybonhttps://www.linkedin.com/in/patriciaraybon/https://x.com/patriciaraybon*********************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an SEC Registered Adviser.The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-patricia-raybon-christy-award-winning-author-of-books-devotionals-and-novels

Lasinda and her husband Jimmy have three children – Connor, Niko and Brittany – and have resided in Highlands Ranch for the past 20 years. She built her family and her career around the restaurant industry. Lasinda served and managed at the Outback Steakhouse in Highlands Ranch. A true barista at heart, she was General Manager at the Park Meadows Nordstrom Ebar Artisan Coffee and Cherry Creek Peaberry Coffee. 12 years ago, Lasinda's dream came true when she opened Cranelli's Italian Restaurant on Park Meadows Dr. in Lone Tree, CO. Her combination of family values, customer service, and love for people are what has kept Cranelli's thriving for years.https://cranellis.com/https://www.instagram.com/cranellisitalianrestauranthttps://www.tiktok.com/@cranellis*************************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an SEC Registered Adviser.The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-lasinda-lingafelter-crane-owner-of-cranellis-italian-restaurant-in-lone-tree-co

Christine Nagelhout is a Chicago native who has lived in Colorado for over half of her life, a place she now calls home. She attended University of Northern Colorado for her BA in Kinesiology, minor in Biology and also obtained her certification as a Certified Athletic Trainer. She attended Northern Illinois University for her MS Ed, with emphasis in Sport Management. Her job experience is diverse, including orthopedics, osteopathy, and most recently over 27+ years in outpatient physical therapy as part of the clinical staff. She acquired her Certified Senior Advisor (CSA) designation in 2020 and is the Owner of Transitions Senior Care, LLC.Christine specializes in Senior Placement, advocating for her clients and families as they navigate finding appropriate next level care communities including Independent Living, Assisted Living and Memory Care. She is a female owned business and covers the Denver Metro area for Senior Placement. Christine offers this no-cost service to her clients as well as many vetted resources to support her clients throughout their journey.Christine's personal philosophy is that every person deserves to be treated with dignity and respect, treated the way I want my own family treated.www.TransitionsSeniorCare.comhttps://www.linkedin.com/in/christine-nagelhout-905549124/*********************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an SEC Registered Adviser.The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-christine-nagelhout-senior-placement-specialist-and-owner-of-transitions-senior-care

Barb Lotze is Patient Navigator and Volunteer Coordinator at All Seasons Health, Director of Business Development at Comfort Keepers and co-founder and Executive Director of Cycling Without Age Littleton. She enjoys sharing all these missions and core values with the community in efforts to assist older adults to age in place with dignity. Giving presentations, coordinating events, leading exercise classes, intergenerational events, baking and giving trishaw experiences are only a few creative ways she reaches out to the community.She has a Bachelor of Science degree in Therapeutic Recreation from the University of Wisconsin-LaCrosse. Prior to these missions, Barb endeavored to positively influence the youth in her community while working in youth ministry for 20 years.Barb is married and has 2 adult children. She is an avid cyclist. She also is an accomplished baker and is known for her homemade English Toffee and sweet pecans which she creates for clients, patients, passengers, volunteers and friends.Barb is co-founder and Executive Director of Cycling Without Age Littleton. She and 130 volunteers and 90 pilots power the three-wheeled cycle that transports the passengers in a cushioned seat attached to the front of the bike. Rides are given to older adults and those with challenges. Trishaw experiences give passengers the opportunity to be in nature, share their stories and enjoy WIND IN THEIR HAIR. Cycling Without Littleton is growing quickly and bringing joy to many.https://allseasonshealth.com/https://www.comfortkeepers.com/offices/colorado/south-denver/https://cwalittleton.com/**********************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an SEC Registered Adviser.The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-w-judy-carlson-interview-w-barb-lotze-of-all-seasons-health-comfort-keepers-cycling-without-age-littleton

Amy Sherman is the Vice President of Public Affairs at Junior Achievement-Rocky Mountain. Junior Achievement-Rocky Mountain, Inc. (JA) is part of the world's largest nonprofit dedicated to motivating kids for future career success, selfsufficiency, and financial acumen. Amy's position executes a comprehensive public affairs strategy aligned with the organization's mission and is working on legislation to pass a financial literacy graduation requirement in Colorado and Wyoming.Amy recently was the CEO of Economic Literacy Colorado. After over half a century of commitment to advancing economic and financial education, Economic Literacy Colorado merged with Junior Achievement-Rocky Mountain on September 1, 2024. This strategic move comes at a time of unprecedented momentum and interest in early economic and financial education, reflecting a growing recognition of its vital role in shaping future generations.Amy has over 30 years of experience in non-profit management, chamber of commerce, trade association and economic development industries. Her strong organizational management skills help her shine in being a catalyst for business growth, a convener of leaders and influencers, and a champion for the community. In 2023, Amy and her team were honored as Denver Business Journal Partners in Philanthropy. Additionally, Amy was one of Denver Business Journal's 40 Under 40 winners in 2012, Economic Development Rookie of the Year in 2013, and Denver Business Journal's Top Women in Energy in 2015.www.jarockymountain.orghttps://www.linkedin.com/in/amyshermancolorado/********************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an SEC Registered Adviser.The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-amy-sherman-vice-president-of-public-affairs-junior-achievement-rocky-mountain

Since taking office as Centennial's Mayor in 2018, Stephanie Piko has led the City with a focus on innovation, strategic growth and community engagement. With over a decade of public service experience, Mayor Piko has established herself as a dedicated leader committed to creating a vibrant, connected and sustainable City.During her first term, Mayor Piko was instrumental in developing Centennial's strategic plan, laying the groundwork for future growth while ensuring that the City's mission, vision and values remain at the forefront of decision-making. Her leadership in technology and infrastructure investments has proven invaluable in modernizing the City's services, such as the implementation of AI-driven traffic solutions and enhancing public safety.Mayor Piko has served on the National League of Cities (NLC) Board of Directors since 2019 and currently serves on the NLC Advisory Council, the NLC Research Advisory Committee, and as Co-Chair of the first joint NLC/National Governors Association committee on Workforce Development.Her leadership extends beyond her local and national roles; she serves on key regional boards, including the Denver South Economic Development Partnership Board of Directors and as Chair of the Denver South Transportation Management Association. Her leadership and advocacy efforts have been recognized through numerous accolades, including being named Woman of the Year by both the Aurora Chamber of Commerce and The Villager.https://www.centennialco.gov/https://www.linkedin.com/in/stephanie-piko-63a4b622/**********************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an SEC Registered Adviser.The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-stephanie-piko-mayor-of-the-city-of-centennial-colorado

Tamara (Tamie) Fennell has been working as a mental health advocate for two plus decades, in Virginia and in Colorado. As a past NAMI (National Alliance on Mental Illness) Fairfax, Virginia Affiliate Board Member, a NAMI Virginia State Program Trainer and NAMI Colorado Douglas / Arapahoe County Program Facilitator, Tamie has led educational programs structured to help caregivers and family members understand and support individuals living with serious mental illness.Tamie has also worked on presentations and educational in-service initiatives focused on raising awareness of mental health issues in educational settings. Her work with law enforcement officers on crisis intervention training programs has been especially fulfilling, as has speaking before state legislators to enact change.Since moving to Colorado in 2015, Tamie has worked in operations in the non-profit sector, in nonprofit fundraising and event coordination. Tamie currently is serving Rotary International District 5450 as 2024-2025 District Governor and partners in local and international service work with her local Rotary club.www.rotary.org**********************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an SEC Registered Adviser.The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-tamara-fennell-rotary-international-district-5450-2024-2025-district-governor

Linda Watson is VP of Communications, PR, and Community Engagement at HCA HealthONE Sky Ridge, where she is responsible for public relations, strategic communications, legislative affairs and community outreach. Sky Ridge opened on August 20, 2003, and was named one of the best start-up hospitals in the country. Linda was a member of the original leadership team.Prior to joining this state-of-the art medical facility, which opened on August 20, 2003, she was Vice President of Relationship Marketing for U.S. Bank, a full-service commercial bank spanning 24 states. Ms. Watson managed strategic marketing, public relations, communications and events for the Commercial Banking and Private Client Group divisions of U.S. Bank in Colorado and Utah. She had been with the company for 13 years, serving in a variety of capacities including Media Relations Manager, Retail Marketing Manager and Quality Assurance Manager.Described as a “workplace environmentalist,” Ms. Watson was named a 2003 Woman of Distinction by the Mile High Girl Scouts Council. She was also named “Corporate Woman of the Year” in 2001 by the Women's Vision Foundation and was a finalist for the Colorado Women's Chamber of Commerce's Athena Award that same year.A dedicated member of the business community, she is on the board and past Chair of the Castle Rock Chamber of Commerce and on the boards of the Lone Tree Arts Center Fundraising Committee, the Douglas County Community Foundation and the Douglas County Business Alliance. She was on the board of the Douglas County Educational Foundation and the Highlands Ranch Chamber. She also served three years as the Events Chair for the Women's Vision Foundation.Ms. Watson is a graduate of the 2003 class of Leadership Douglas County and is a 1998 graduate of Leadership Denver. She received her BA in Public Relations and Communications from Rowan University.https://www.healthonecares.com/https://www.facebook.com/HCAHealthONESkyRidgeJudy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an SEC Registered Adviser.The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-linda-watson-vp-of-communications-pr-and-community-engagement-at-hca-healthone-sky-ridge

Kelly O'Connor is a TEDx speaker and an award-winning elder care consultant and Legacy Life Coach. She has dedicated herself to improving the lives of those in their 70s, 80s, 90s and 100s. Her company provides concierge-level programs helping older adults find new meaning and purpose in their lives along with consulting services for families interested in supporting their loved one in the most educated and empowered way.Senior care is Kelly's encore career. Previously, she had a successful career as a corporate communications director in the fashion industry in Los Angeles and New York, but she wanted to contribute more. She returned to graduate school, moved to Colorado, and started volunteering with various philanthropic organizations, including a local hospice in Denver. One day she received a surprise call that changed her life forever… a well-known senior industry professional said, “I have the perfect job for you.” The rest is history.Kelly has too many certifications and award to begin to name them all, but rest assured, she is one of the most impactful practitioners in the industry today.https://www.seniorcarekelly.comhttps://www.linkedin.com/in/kellygraceoconnor/https://www.instagram.com/seniorcarekellyhttps://www.facebook.com/SeniorCareKelly*******************************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an SEC Registered Adviser.The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-kelly-oconnor-elder-care-consultant-and-legacy-life-coach

Donna Scott is a third-generation Colorado Native who has lived in Douglas County, Colorado since 1997. She has had a diverse career, including business ownership and executive management positions in both the private non-profit and public sectors. Donna recently retired from her mediation practice, mediating various disputes, including high-conflict domestic cases and employment issues.Donna is committed to volunteerism and philanthropy and has been active in the community she has lived in throughout her life. She has completed leadership programs and served on numerous boards of directors, holding leadership roles in several organizations including Board Chairman, at Castle Rock Chamber of Commerce; Board Chairman, at Douglas County Community Foundation; Elder, at New Hope Presbyterian Church, and Director at Castle Rock Bank. She is also a founding member of Womenade of Castle Rock, an organization that brings women together to help others in their community.In her free time, Donna enjoys traveling with her husband Bill, spending time with her grandchildren, and horseback riding (achieving a 40-year goal of riding after losing her leg in a car accident when she was 26).http://www.womenadecastlerock.com/https://www.facebook.com/WomenadeCastleRock/*********Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an SEC Registered Adviser.The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-donna-scott-founding-member-of-womenade-of-castle-rock

Gina Schreck is an author, speaker, and owner of The Village Workspace. She is a wife and mother of 4, investor, and philanthropist. LinkedIn selected Gina as one of the top 24 B2B marketers to follow in 2021, and last year Fox News selected Gina as one of the top 4 Remarkable Women in Colorado. Gina left her corporate job in 1995 and never looked back. At the age of 60 she says she is just getting started. Helping others take their dreams off the back burner and overcome the fear to go bigger is her mission today.https://www.instagram.com/GinaSchreckhttps://www.facebook.com/gina.schreck/https://www.linkedin.com/in/ginaschreck/https://thevillageworkspace.com/*********************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an SEC Registered Adviser.The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-gina-schreck-author-speaker-and-owner-of-the-village-workspace

Tami Holladay, a former counselor turned Life Transitions Coach, has dedicated her career to empowering women as they build confidence, navigate life's challenges, overcome self-limiting beliefs, and claim their identity with purpose. Tami passionately walks alongside her clients, providing a judgment-free, confidential space that's nurtured by grace and encouragement.With over two decades of experience in counseling, coaching, missionary work, ministry leadership, and being a mom, Tami brings a unique and heartfelt perspective to the challenges women face at all stages of life. She holds a Bachelor's Degree in Family Studies, a Master's Degree in Counseling, and is a certified Enneagram Coach.Through Individual Personalized Coaching, Tami works closely with clients over 6 or 12 months, providing tailored support as they create lasting, positive change. Her signature 8-week Group Coaching Program, “Be You, Be Confident,” helps women quiet their inner critic, reconnect with their true selves, and create a sense of community by seeing that we're never alone in life. Tami fosters an environment where participants can share their experiences, support one another, and grow together.Outside of coaching, Tami is a dedicated wife and mom of three: two daughters who are now young adults and a son in middle school. She loves hiking in the stunning Colorado mountains with her family, cheering on the Denver Broncos, watching period pieces on Netflix, and catching up with friends over coffee. And of course, her Cavalier King Charles Spaniel is always nearby for cuddles.*************************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser.The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-tami-holladay-founder-of-holladay-coaching-llc

Born and raised in Northwest Arkansas, Libby Crafton Swenson brings over 30 years of experience in public speaking, leadership, team building, and organizational strategy. She holds a BA in Health Sciences and Education from the University of Arkansas and is passionate about helping the next generation create a better and more just world. Libby has worked in over 15 countries, leading multiple teams overseas on various projects and collaborating with local organizations.Libby's passion for innovative fundraising is a driving force in the fight against human trafficking. Her creative initiatives, including fly fishing events, triathlons, and art exhibits, not only raise awareness about modern-day slavery but also generate essential funds to bolster the anti-trafficking movement. Her dedication and ingenuity inspire all who strive to make a difference.*************************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser.The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-libby-swenson

Stacy Ingram is a dedicated Mental Toughness coach specializing in empowering young athletes and performers to overcome the invisible barriers that often hinder their performance. With a focus on the mental side of the game, her programs are designed to equip athletes and performers with the cognitive tools and resilience needed for success both in sports/the arts and in everyday life.Programs are also available for teams, coaches, and parents. In addition, she coaches business leaders in Peak Performance, Team Dynamics, Change Management, Leadership, Culture, and more.In addition to Stacy's 30-year business career, she has specialized training in Mindset Coaching, Positive Psychology, the High Sensitivity Trait, Neurolinguistic Programming (NLP), Positive Intelligence (PQ), and Hypnotherapy.BE BOLD. BE BRAVE. BE COURAGEOUS.CultivatingYourCourage.nethttps://www.linkedin.com/in/stacyingram/https://www.facebook.com/CultivateYourCourage/https://www.instagram.com/cultivatingyourcourage/*************************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser.The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-stacy-ingram-mental-toughness-coach

June Everett, a Colorado native, is the Founder and President of Backpack Society. Her compassionate nature and dedication to helping others developed from a young age. Growing up in a low-income family in Rocky Ford, CO, she learned the importance of generosity and community support. Both of her parents also grew up in low-income households, and hearing about their struggles with food insecurity motivated her to pursue the path she is on today.After her college years, June accumulated valuable operations management experience. Her transition to human resources reignited her passion for helping others. Following a successful 15-year career, she made a courageous decision. She left her role as an HR Director to establish Backpack Society, a non-profit organization aimed at making a positive impact on her community. Her bold step is a testament to her determination and the power of following one's heart.Backpack Society was officially founded in September 2019 and received its 501(C)(3) status in December of the same year. This significant milestone was made possible by the unwavering support of June's community, family, and friends. Their belief in her vision and their active participation in the cause have been instrumental in the organization's success.Aside from her work, June loves genealogy and enjoys hiking, traveling, and spending time with her husband, two sons, and rescue dog, Ellie Mae.*************************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser.The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-june-everett-founder-and-president-of-backpack-society

In this episode of the Million Dollar Mastermind podcast, host Larry Weidel is joined by Gurpreet Singh, Life Insurance Representative (US) and Investment Adviser Representative at Primerica. Gurpreet shares her journey from a desk job in computer programming to leading a successful financial services organization.

In this episode of the Million Dollar Mastermind podcast, host Larry Weidel is joined by Gurpreet Singh, Life Insurance Representative (US) and Investment Adviser Representative at Primerica. Gurpreet shares her journey from a desk job in computer programming to leading a successful financial services organization.

In this episode of the Million Dollar Mastermind podcast, host Larry Weidel is joined by Gurpreet Singh, Life Insurance Representative (US) and Investment Adviser Representative at Primerica. Gurpreet shares her journey from a desk job in computer programming to leading a successful financial services organization.

In this episode of the Million Dollar Mastermind podcast, host Larry Weidel is joined by Gurpreet Singh, Life Insurance Representative (US) and Investment Adviser Representative at Primerica. Gurpreet shares her journey from a desk job in computer programming to leading a successful financial services organization.

Eric K. Hall is an Investment Adviser Representative with Brookstone Capital Management This platform is only for informational purposes. Past performance is no guarantee of future returns. Investing involves risk, possible loss of principal capital. Comments (or third-party rankings and recognitions) are no guarantee of future investment outcomes, do not ensure that a client or prospective client will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, sorted in any way. Posts added by the owner of this site have been reviewed and are reasonably reliable but may be time sensitive. https://www.alignx.net

Tim and Lisa are excited to talk with Tyler Weerden.Tyler is a financial planner and the owner of Layered Financial, a Registered Investment Advisory firm. In addition to being a financial planner, Tyler is a full-time federal agent with 14 years of law enforcement experience. He holds a Bachelor of Science degree, a Master of Science degree, the Series 65 license, and is a Certified Fraud Examiner (CFE). Tyler is the sole Investment Adviser Representative at Layered Financial.Prior to becoming a federal agent, Tyler served as a state trooper, local police officer, and was a member of the U.S. Army National Guard. He has served in both domestic and overseas Foreign Service assignments. Tyler has experience with local, state, and federal pension systems, 457(b) Deferred Compensation, the federal Thrift Savings Plan (TSP), Individual Retirement Arrangements (IRAs), Health Savings Accounts (HSAs), and various investment options to include rental real estate. Connect with Tyler: https://www.layeredfinancial.com/Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Quick question: On a scale of 1 to 10 with 10 being amazing, how would you rate your personal financial well-being right now? Now imagine if that number were higher. How would that impact your personal resilience as the economy and stock market inevitably rises and falls? What kind of mindset around money would help kick doubts and fears about funding your personal dreams to the curb?It's my observation that we gals definitely want financial security and freedom, but we tend to avoid and postpone giving real attention to our financial life. My hope is that by the end of today's podcast, you are newly inspired to kick your hesitations to the curb and spring some new life into your financial well-being. To help us do that is my gal pal Mary Ashby. When Mary and her husband Rob were in their 30s they were two state employees with two small kids barely making ends meet. I bet they would have rated their financial well-being a two!Today Mary is a Regional Vice President and Investment Adviser Representative with Primerica Advisors. She calls her approach “Your Money GPS — Helping Grow, Protect and Save for Your Financial Future.” What I really appreciate about her is that she makes figuring out your financial well-being practical, attainable, and even fun! In this episode, we talk about:What financial wellness means to womenUsing money as a toolFinancial speedbumps women facePractical actions to improve financial wellnessHere's a glance:[6:05] Mary is a Naked Nelly but has an inner Solid Sister just waiting to come out boasting all the colors of a rainbow.[8:48] Creating a plan that meets your financial goals is the first step in Mary's Your Money GPS approach. [11:20] What women care about most when it comes to financial well-being. [18:11] Common misunderstandings and speed bumps women experience about money and their financial life. [25:04] Practical actions women can take to improve their financial well-being in the next 30 days.[35:57] What you can do to prepare for the ebbs and flows of your personal finances.[40:48] Mary shares three mindset changes women can make around money. [45:54] Mary's nail color that would rejuvenate our financial well-being is On Track.[48:37] In the Flip the Chip segment Mary highlights the practical list of suggestions that can change your financial future in just 30-days. Shareables:“Give yourself some grace and know that modifications are a good thing to achieving your goals.” — Mary Ashby on @livelikeyournailcolor“Women use more conservative investment approaches. Over the long term it can be a drag on their overall accumulation of wealth.” — Mary Ashby on @livelikeyournailcolor“You don't want to go it alone. It is critical to have a knowledgeable trusted person in your corner.” — Mary Ashby on @livelikeyournailcolor“Remember, it is really time in the market, not timing the market that counts.” — Mary Ashby on @livelikeyournailcolorDiscover more about Mary: primerica.com/MaryAshbymaryashby.com/mashby@primerica.com For more inspiration and fun: Take the quiz and discover your nail color persona: mynailcolorpersona.comRate, Review, & Follow on Apple Podcasts —“Mary and the Live Like Your Nail Color podcast is inspiring and fun!”

Over 90% of people fail to reach their financial goals. Why is that percentage so high? In this week's mini-episode, Dan Cook based out of our Denver, CO branch shares some specific patterns he's seen over the years and how to avoid them. Host: Daniel Cook, CFP®, AIF® | Chief Financial Officer Daniel Cook is one of the founders and serves as CFO of Summit Wealth Group. Through an integrated approach to personal financial planning, business management, and tax reduction strategies, Dan has helped hundreds of clients plan for and retire more comfortably. He has extensive experience working with business owners on tax minimization strategies, helping entrepreneurs achieve their business goals without overlooking personal financial needs, and using pre-tax dollars both for business capitalization and investment goals. Dan also works with business owners who are transitioning their business such that both the buyer and seller benefit.In 2001, a particularly difficult year in the financial industry, Dan was recognized as the Advisor of the Year by his previous broker/dealer for his work in guiding clients through those tough times. Dan is now an Investment Adviser Representative of Commonwealth Financial Network. He is a graduate of the College for Financial Planning, attended the Executive MBA program at the University of Denver, and holds a Bachelor of Science in Economics. Along with his prestigious education, Dan has obtained his CERTIFIED FINANCIAL PLANNER™ certification and is an Accredited Investment Fiduciary® (AIF®).Daniel Cook is proud to have been recognized as a Winners Circle advisor for 2015—a distinction based on annual production that places him among the top 30 percent of advisors affiliated with Commonwealth Financial Network.Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter (719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions.The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery.Understanding where you are now, and then defining where you want to go (Your Purpose) and when you want to get there (Your Timeline), programs your financial GPS. Our Purpose and Timeline 5-step process (PT5) programs your financial GPS.Learn more: http://triplett-westendorf.com/ | https://mypt5.com/ Mark Triplett is an Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC registered Investment Adviser. Nothing contained in this book should be considered an offer to buy or sell securities. Different investments have differing risks associated with them and not all investments are appropriate for all investors.•Investment Adviser Representative of/and investment advisory services offered through Royal Fund Management, LLC. Royal Fund Management is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.•Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change. Content should not be construed as personalized investment advice nor should it be interpreted as an offer to buy or sell any securities mentioned. A professional advisor should be consulted before implementing any of the strategies presented.•Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor.•The tax, legal, and estate planning information provided is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.•Historical performance results for investment indexes and/or categories, generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. There are no assurances that an investor's portfolio will match or outperform any particular benchmark.The 15 Minute Financial Feast Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-30-to-covert-or-not-to-covert-that-is-the-question-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions.The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery.Understanding where you are now, and then defining where you want to go (Your Purpose) and when you want to get there (Your Timeline), programs your financial GPS. Our Purpose and Timeline 5-step process (PT5) programs your financial GPS.Learn more: http://triplett-westendorf.com/ | https://mypt5.com/ Mark Triplett is an Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC registered Investment Adviser. Nothing contained in this book should be considered an offer to buy or sell securities. Different investments have differing risks associated with them and not all investments are appropriate for all investors.•Investment Adviser Representative of/and investment advisory services offered through Royal Fund Management, LLC. Royal Fund Management is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.•Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change. Content should not be construed as personalized investment advice nor should it be interpreted as an offer to buy or sell any securities mentioned. A professional advisor should be consulted before implementing any of the strategies presented.•Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor.•The tax, legal, and estate planning information provided is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.•Historical performance results for investment indexes and/or categories, generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. There are no assurances that an investor's portfolio will match or outperform any particular benchmark.The 15 Minute Financial Feast Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-29-ious-to-the-irs-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions.The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery.Understanding where you are now, and then defining where you want to go (Your Purpose) and when you want to get there (Your Timeline), programs your financial GPS. Our Purpose and Timeline 5-step process (PT5) programs your financial GPS.Learn more: http://triplett-westendorf.com/ | https://mypt5.com/ Mark Triplett is an Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC registered Investment Adviser. Nothing contained in this book should be considered an offer to buy or sell securities. Different investments have differing risks associated with them and not all investments are appropriate for all investors.Investment Adviser Representative of/and investment advisory services offered through Royal Fund Management, LLC. Royal Fund Management is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change. Content should not be construed as personalized investment advice nor should it be interpreted as an offer to buy or sell any securities mentioned. A professional advisor should be consulted before implementing any of the strategies presented.Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor.The tax, legal, and estate planning information provided is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.Historical performance results for investment indexes and/or categories, generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. There are no assurances that an investor's portfolio will match or outperform any particular benchmark. The 15 Minute Financial Feast Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-27-2022-best-of-ankeny-award-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

Judy has been a CPA for over 40 years and has worked in the financial services business most of her career. She is an independent fee-based fiduciary financial planner and an independent licensed insurance agent.For the past 10 years, Judy's passion is to Protect Families Financially using unique and innovative strategies typically not found in traditional financial planning approaches. Her practice bridges the gap between both the investment and insurance sides of the financial services business. Therefore, she can offer options and solutions to protect your money from downside market risk on either side of the equation.Judy's career has spanned public accounting, taxes, corporate finance, education, and 10 years ago she transitioned from corporate planning to personal planning.Judy moved to Colorado 10 years ago with her two young adult children. She loves the sunshine, and enjoys exploring Colorado's beauty. She is an outdoor girl with a big heart.Learn More: https://judycarlson.com Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-judy-carlson-fee-based-fiduciary-financial-professional-discussing-risks-to-the-safety-of-money-that-could-derail-a-financial-plan

Judy has been a CPA for over 40 years and has worked in the financial services business most of her career. She is an independent fee-based fiduciary financial planner and an independent licensed insurance agent.For the past 10 years, Judy's passion is to Protect Families Financially using unique and innovative strategies typically not found in traditional financial planning approaches. Her practice bridges the gap between both the investment and insurance sides of the financial services business. Therefore, she can offer options and solutions to protect your money from downside market risk on either side of the equation.Judy's career has spanned public accounting, taxes, corporate finance, education, and 10 years ago she transitioned from corporate planning to personal planning.Judy moved to Colorado 10 years ago with her two young adult children. She loves the sunshine, and enjoys exploring Colorado's beauty. She is an outdoor girl with a big heart.Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser.Learn More- https://judycarlson.comInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-judy-carlson-fee-based-fiduciary-financial-professional-discussing-the-importance-of-tax-elimination-strategies-prior-to-wealth-distribution

Paul Fokken helps employees and employers with a 401(k) by providing every employee the opportunity for Personalized Professional Account Management (PPAM).He also helps businesses delegate virtually all their 401(k) plan corporate and personal risk away to other 3rd parties and helps to reduce plan responsibilities.Learn More: https://www.fokkenfinancial.comhttps://www.401kmaneuver.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser”.All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. There are no assurances that a client's portfolio will match or outperform any particular benchmark.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-paul-fokken-with-401k-maneuver-discussing-401k-lawsuits-and-fines

How can you create a tax-free wealth strategy? With control, clarity, and confidence. If we don't understand where we want to go, it's very difficult to take any action at all or to feel confident about taking action.  The place to begin is with education. Adam Doran, an  Investment Adviser Representative, joins me today to bring clarity and answer some very important questions on how to build a tax-free wealth strategy. From his own educational process to how to vet someone and know if they are the expert you need. To find out more about Adam or to connect with him, you can find him on Linked-in or go to the website at  https://prevailiws.com/To find out more about partnering or investing in a multifamily deal schedule a call here https://calendly.com/threekeysinvestments/get-acquainted-callDownload a free e-book on Why Invest in Multifamily at ThreeKeysInvestments.comPlease RSS: Review, Subscribe, Share!Support the show (and my reading addiction)! https://www.buymeacoffee.com/AskMeHowIKnow I'm speaking at Deal Maker Live - one of the biggest multifamily conferences of the year! Join me and a roster of other industry experts. Save 10% on the ticket price with code jholly22 here -- dealmakerliveevent.com  See you there!