Podcasts about wealth edit

Rachel Rischall, the founder of Chicago-based PR firm, Three PR, joins Lauren and Emily on the podcast to share her career journey and discuss the importance of self-advocacy as it relates to her 20 years in the PR industry.

Let's talk about recession-proofing our budget, and things that we can do that really make a difference when salaries are tighter and we may not have as much wiggle room in our finances. Today's guest is Lauren Peterson. She is a Certified Financial Planner™ and, in addition to her work with The Wealth Edit, runs a boutique, full-service financial firm, HighTower Somerset Advisory, in Birmingham, Alabama. Lauren has designed and crafted hundreds of financial planning scenarios in her decade-plus career in the field and is deeply committed to the clients she serves through her work. After years of drafting hundreds of plans for families, Lauren saw the deep need for women to have a space of their own to understand wealth outside the context of a traditional advisory relationship. As important as her work is to her, her faith and her family come first in her life – her husband, Andrew, and their three smart and brave daughters are the No. 1 priority in her life. The Wealth Edit is an online, membership-based community that educates women on how to develop a modern skillset for their personal finances. Women of all ages gather, learn, and plan their financial journey through virtual courses, weekly guest speakers, and educational content. They are the opposite of stuffy and stodgy. They are relatable, approachable, and anything but uptight. Visit them at wealthedit.com or on social media @wealthedit! Big thanks to our sponsor Family Routines getting into a routine can help save you some cash and it's a great place to get started! Other things that might interest you My Episode on Saving for retirement The Economy of the Home with My Dad, an Economic Historian Producer: Drew Erickson

Matthew Fray, author of "This is How Your Marriage Ends," joins Lauren and Emily on the podcast to discuss his journey in becoming a New York Times Best-Selling author, and helpful advice for strengthening marriages and relationships.

Chef Toya Boudy joins Lauren and Emily on the podcast once again to discuss her new book "Cooking for the Culture". You can order "Cooking for the Culture by Toya Boudy" on Amazon here.

Kelsey Ogletree, writer, independent journalist, and PR strategist joins Lauren and Emily on the podcast to discuss her career journey!

Julie Wilson, President of Women Doing Well, joins the podcast to discuss her career journey and the significance of generosity in women.

Jenny and Rachel Steffensmeier join the podcast to discuss their career journey, and how they started their company Subtle Impacts.

Lauren and Emily are back with Margaret Walker and Sarah Caruth, of Fraulein Boot Company, in this new Wealth Edit Wednesday season. In this episode, Margaret and Sarah share their career journey, how they started their "mid-life crisis" company, as well as what they look forward to in the future of Fraulein.

Julie Terrell, of Julie Terrell Interior Design, joins Lauren and Emily on the podcast to discuss her career journey to becoming a talented interior designer and starting her own company.

Angie Avard Turner, Attorney for Creatives, joins Lauren and Emily on the podcast to share her career journey, and how she started her firm, Angie Avard Turner Law, LLC.

Lydia Fenet, American auctioneer (Christie's) and best-selling author of "The Most Powerful Woman in the Room Is You," joins Lauren on the podcast to discuss her journey, her secrets to success, and the keys to having confidence in the business world.

Mandy Moseley, owner and creator of THREE15 Studio, joins Emily to discuss her career journey, and how she came to start her own workout method and studio with locations throughout Alabama. You can find the THREE 15 fitness app on the app store. (Recorded in July 2021)

Connie Babikian, president and owner of The Pillow Bar, joins Lauren and Emily on the podcast to discuss her career journey and how she approaches running a business all while recovering from a recent pregnancy. (Recorded November 10th, 2021).

Martine Chaisson, owner and artistic director for Martine Chaisson Gallery, joins Lauren and Emily on the podcast to discuss her journey in how she started her contemporary art gallery that is aimed at representing both emerging and established artists.

Katherine Thrower, founder and owner of Workshop (Homewood, AL) joins Lauren and Emily on the podcast to discuss her journey and how she started her classroom/event space business after 20 years of experience in the events and programs industry.

Lisa Kirk is the founder, CEO, and Creative Director of Maylis — designer shoes for every day and every season. She joins the podcast with Rachel Burchfield (filling in for Emily and Lauren) to discuss her career journey from studying journalism to now building a designer shoe brand that tells the story of southern women. This episode is a re-cast from the June 8th [2022] episode. And since then, Maylis has now officially launched it's website at www.shopmaylis.com. Go check it out!

Ofelia McCollough joins Lauren and Emily on the podcast to discuss how her and her sister started Leena & Lu, a clothing and fashion company known for it's high-end comfortable, Peruvian-fabric pajamas.

Sisters, Lexie and Katrina Von Hahn, join Emily on the podcast to discuss how both of their career journeys prepared them for the launch of their newest brand, Gallola, a lifestyle brand inspired by the sisters' Latin American upbringings.

Maureen Grable joins Emily on the podcast to discuss her career journey and how she started the M Donohue Collection.

Lisa Kirk is the founder, CEO, and Creative Director of Maylis, designer shoes for every day and every season. She joins the podcast with Rachel Burchfield (filling in for Emily and Lauren) to discuss her career journey from studying journalism to now building a designer shoe brand that tells the story of southern women.

Lark Champion, founder of Larkin Lane, joins Emily and Lauren on the podcast to discuss how her passion for Larkin Lane started from her childhood, the way she's connected with her artisan partners, and why she said "yes" to the Wealth Edit.

Monica Farber, founder and owner of Hello Fancy Media, joins Lauren and Emily on the podcast to discuss her career in photography, how she started her business, and how she's leveraged the art of networking to find opportunities even through the pandemic.

Richard Reutter, president and CEO of Caroline's Cakes, makes history as the first male guest on the Wealth Edit podcast! He discusses the beginnings of the business — how his mother, Caroline, started the now-thriving Caroline's Cakes company, how a culture of caring for others is at the center of the company's values, and how he himself has been influenced by the powerful female figures in his life.

Emily Johnston, founder of EmilyJaneJohnston.com, joins Lauren on the podcast to discuss the power of social media in business, and her journey of how she started her blog that has turned into her full-time, sustainable career.

Helen Owen returns to the podcast with Lauren and Emily to discuss how to be frugal, NOT cheap, when thinking about spending and practical financial habits. (Recorded February 16th, 2022).

Trish Butcher joins the podcast to discuss how she started Arch Legacy Firm, a law firm out of Athens, GA, devoted to helping families and businesses plan and protect for their future.

Statistically, most women are uncomfortable discussing money and lack confidence in making investment decisions. Too often, these result in lost opportunities for both financial growth and independence. As the majority of women are the financial head of their household, how can they overcome the barriers that prevent them from achieving their family's financial goals? In today's episode, Tommy talks with Lauren Pearson, Managing Director of Somerset Advisory and Co-Founder of The Wealth Edit. She is a Certified Financial Planner and has designed and crafted hundreds of financial planning scenarios in her decade-plus career in wealth management. After years of drafting hundreds of plans for families, Lauren saw the need for women to have a space of their own to understand wealth outside the context of a traditional advisory relationship. Lauren talks with Tommy about her journey to a career in financial planning, why a high percentage of women feel disconnected from their financial advisors, and how she empowers women to gain confidence and develop their own concepts about money. Key Takeaways [04:18] - How Lauren got into the wealth advisory space. [08:34] - What Lauren did in pursuit of a career in financial planning. [14:09] - Why a high percentage of women feel disconnected from their financial advisors. [16:35] - How The Wealth Edit was founded. [21:02] - The financial personality that best describes Lauren. [23:05] - One of the most rewarding experiences Lauren had with The Wealth Edit community. [30:31] - The best way to start feeling confident about money. Quotes [10:28] - "As a CFP, you have to take fiduciary responsibility. And that means putting your interests as the client ahead of my own interests." - Lauren Pearson [13:02] - "95% of women end up as financial head of household and a good majority of those are underprepared. So, I wanted to make sure that our practice really served the needs of women." - Lauren Pearson [26:35] - "It's never too late for a do-over. I think sometimes there's so much shame and self-consciousness around money, whether you have a bunch of money and you feel self-conscious about the fact that you have it or you're the first person in your family to have money and you maybe didn't learn the best money habits." - Lauren Pearson Links  Lauren Pearson on LinkedIn Somerset Advisory The Wealth Edit Emily Lassiter The Wealth Edit Guidebook The University of Georgia Merrill Lynch Hightower Advisors Connect with our hosts Mammoth Tommy on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts Learn more about Mammoth Scientific's Health & Tech Fund 1 When you move beyond the point of making sure your retirement goals are on track, your investment opportunities are wider than just publicly traded funds. Step into the world of investing in venture capital by learning more about Mammoth Scientific's Health & Tech Fund 1. Curated by some of the leading medical and fintech experts, Mammoth's Fund 1 is paving the way for health science and tech innovation. If you're interested in helping patient care, provider insight, and instrumentation go beyond possibility and into reality, check it out today at Mammoth.vc. Visit Mammoth.vc today!

Jennifer Lunsford, Director of Sales for Rahab's Rope, joins the podcast to discuss the mission behind Rahab's Rope, how her family felt led to start it, and what to look forward to in the future!

Caroline Bramlett, of LCB Style, joins the podcast to discuss her road to becoming an influencer and business owner, what she's learned along the way, and what projects she's excited about in the not-too-distant future.

Devika Chand-Dandona, founder of The Devi Collective, joins the podcast to discuss how she started The Devi Collective, and her passion for supporting women in business.

Co-Founders, Kimberly Borges and Miriam McDonald join the podcast with Emily to discuss how their friendship and past business experience led to starting their clothing company, PWR WMN.

Margot Witteveen is a Certified Dietitian Nutritionist (CDN) and she joins the podcast to discuss healthy wellness practices, and her journey in starting her business, Perfectly Portioned Wellness.

Mariana Goodall, founder of Hibiscus Linens, joins the podcast to discuss her craft in Needlework art and how she started her company Hibiscus linens.

Meredith Mann joins the podcast to discuss how she started The Peachie Spoon, as well as share some tips on how to plan daily nutrition and wellness practices.

Becca Stevens joins the podcast to share her passion and mission behind why she started Thistle Farms.

Tiffany Martin, founder of Ignite Cycle in Birmingham, AL, joins the podcast to discuss her journey of how she started Ignite and the importance of cultivating a healthy and supportive fitness community.

Priyanka Murthy, founder and CEO of Access79, joins the podcast to share her career journey of how she started her successful company.

Helen Schmid joins the podcast to discuss her journey and how she founded her company, My Strategy Mentor.

Margot Witteveen is a Certified Dietitian Nutritionist (CDN) and she joins the podcast to discuss wellness, her journey, and her business, Perfectly Portioned Wellness.

Carla Wade, Morning News Anchor for WVTM NBC 13 News, joins the podcast to discuss her journey and what she's learned in the News/Broadcast industry.

Taylor Grant joins the podcast to discuss her journey as an attorney and how she started her successful blog, Poised.co.

Nan Philip joins the podcast to discuss how she started her blog, Simply Elegant.

Christie Dondero Bettwy, Executive Director of Rock Recovery, joins the podcast to share her personal journey and the importance of educating women of all ages about the harmful effects of eating disorders.

Lauren Bercier and Laken Swan join the podcast to discuss how they started their business "Something Borrowed Blooms" and the value they provide to wedding planning budgets.

Kaitlin Slattery joins the podcast to tell her story of how she started Dreamer Supply Co.

Lauren and Emily speak with Zhaundra Jones, Senior Program Officer at The Community Foundation of Greater Birmingham.

Rani Cheema joins the podcast to discuss how she started her travel blog Cheema's Travel.

Marguerite Adzick joins the podcast to discuss how she started her company, Addison Bay.

Lindsey Bell joins the podcast to discuss how she started her online meal planning business, The Dinner Darling.

Louisiana-based Anesthesiologist and angel investor, Aleicia Donald, joins the podcast to discuss her journey, career, and how she got into angel investing.