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Are you living your most abundant, richest life?This week on the Align & Hustle Podcast the conversation is about what true wealth means, and it goes much deeper than the balance in your bank account!Today we are continuing the Becoming the CEO of your Life series with the most crucial step: Taking ACTION on your dreams to create the life you've imagined.My guest is Sandra Grahame, lifestyle entrepreneur and CEO of Smart Cookies.Sandra helps ambitious women achieve their richest goals and create a life by their own design. We talk about:motivating yourself for successcreating a BIG PICTURE Visiondefining financial goalscreating your "Soar" Story oh, and of course, being on the Oprah Show!If this conversation inspired you, (which I know it will!) be sure to shout out your A-HA moment to us on Instagram Stories. Tag me @kathyspenceportrait and Sandra @sandra.grahameFor more on this episode, be show to visit the Episode Page for all the resources discussed in today's show.Haven't left a review yet? All you have to do is go to iTunes, it just takes a second!Thank you for listening, and for being here.xo, k
Have you ever felt unaligned with your work? Or maybe simply that you're not making the impact you could...in your job or in the world? In this episode, one of Erin's clients tells her story of how she went from unseen and bored to confident and literally sitting in the board room in just six months (and during Covid!) Erin Hatzikostas interviews Tara Autrey, a Strategic Marketing Manager at Aetna, and a Board Member of the American Foundation for Suicide Prevention. Erin kicks off by asking Tara to talk about her situation towards the end of last year, and what challenges she was facing. Tara talks about how she read one of Erin's articles and then was invited to her and Kaitlyn's "Your Richest Life" workshop. Tara took this as a sign from the universe that this is what she needed to break out of her rut. Erin asks Tara to talk through what she learned about herself and the result she's seen after taking this leap and participating in the workshop. Tara talks about what she learned about herself and how she evaluated her skills, passion, and her "ikigai". Tara discusses her uncle's suicide - how she felt she couldn't help him at the time, but has since dedicated much of her life to helping others, whether that be fundraising for charities, or sending simple messages to people who seem to be struggling, just so they know someone cares. Erin then asks Tara to explain some of the things that happened - tangible and intangible - since the conference. Tara talks about wanting to become a board member for the American Foundation of Suicide Prevention, and the steps she, successfully, took to get there. She explains that Covid has been a difficult time for so many people as it relates to mental health. However, she's found that mental health awareness as a whole has had a massive boost, with more and more people accepting the everyday realities of mental health. They both discuss the energy you need to do the things you want, how to change your mindset, how to network the right way, and how you might be surprised with how you feel afterwards. Tara explains how this confidence permeates all aspects of her life, from raising kids to going to the gym. The conversation moves on to mental health, the message Tara would like to get across about mental health: how to spot signs that someone might be struggling, how to react, and when to reach out. Erin and Tara end by talking about life decisions...that even the smallest of moments can have a huge impact on your life, and you may not even realize it until you look back. You can follow Tara @ LinkedIn: Twitter: TaraA_79 To get Erin's FREE video course, Unst*ck Yourself, go to bauthenticinc.com/unstuck If you like jammin' with us on the podcast, b sure to join us for more fun and inspiration! Here are some options... Check out the b BRILLIANT career coaching program @ b Cause Podcast Facebook group @ We even sare more crazy stuff here (you probably thought that was impossible). Take our simple, fun and insightful "What Kind of Dog Are You At Work?" by going to We have so much fun stuff going on...we wouldn't want you to miss out - join the authenticity movement and our community by adding your email just about anywhere @ Check out our blog for more of our no-BS career advice @ We have fun and inspiring t-shirts @ DISCLAIMER: This episode is not explicit, though contains mild swearing that may be unsustainable for younger audiences. Tweetable Comments: "I just knew I had to get out of this rut." "At any given time you need to be doing one of two things: you either need to be inspired, or you need to inspire others." "Corporate America wants you to be a bold leader, but you can still be a leader, a quiet leader." "I always had that in the back of my mind, but I never thought about making a living or a profession out of it." "In this time, people are more isolated, and people who are not generally depressed feel it even more. So Covid is making mental health more at the forefront." "People who are doing things they love to do or are having success; it's not a fancy formula, it's simply that they persisted." "I felt like my energy shifted, and I was more confident in my abilities." "Sometimes I have undermined my own value, and I just didn't see it." "The small poofs of inspiration can make all the difference." "Suicide affects a lot more than one person, so if you reach out to that one person you are making a difference and caring for a lot more people's lives." "Most people ask how you're doing, but they don't actually want to know." "Invest in yourself." "I think we're all ok and not ok at the very same time." "If you ever want to invest in yourself, take the chance."
Have you ever felt unaligned with your work? Or maybe simply that you're not making the impact you could...in your job or in the world? In this episode, one of Erin's clients tells her story of how she went from unseen and bored to confident and literally sitting in the board room in just six months (and during Covid!) Erin Hatzikostas interviews Tara Autrey, a Strategic Marketing Manager at Aetna, and a Board Member of the American Foundation for Suicide Prevention. Erin kicks off by asking Tara to talk about her situation towards the end of last year, and what challenges she was facing. Tara talks about how she read one of Erin's articles and then was invited to her and Kaitlyn's "Your Richest Life" workshop. Tara took this as a sign from the universe that this is what she needed to break out of her rut. Erin asks Tara to talk through what she learned about herself and the result she's seen after taking this leap and participating in the workshop. Tara talks about what she learned about herself and how she evaluated her skills, passion, and her "ikigai". Tara discusses her uncle's suicide - how she felt she couldn't help him at the time, but has since dedicated much of her life to helping others, whether that be fundraising for charities, or sending simple messages to people who seem to be struggling, just so they know someone cares. Erin then asks Tara to explain some of the things that happened - tangible and intangible - since the conference. Tara talks about wanting to become a board member for the American Foundation of Suicide Prevention, and the steps she, successfully, took to get there. She explains that Covid has been a difficult time for so many people as it relates to mental health. However, she's found that mental health awareness as a whole has had a massive boost, with more and more people accepting the everyday realities of mental health. They both discuss the energy you need to do the things you want, how to change your mindset, how to network the right way, and how you might be surprised with how you feel afterwards. Tara explains how this confidence permeates all aspects of her life, from raising kids to going to the gym. The conversation moves on to mental health, the message Tara would like to get across about mental health: how to spot signs that someone might be struggling, how to react, and when to reach out. Erin and Tara end by talking about life decisions...that even the smallest of moments can have a huge impact on your life, and you may not even realize it until you look back. You can follow Tara @ LinkedIn: Twitter: TaraA_79 To get Erin's FREE video course, Unst*ck Yourself, go to bauthenticinc.com/unstuck If you like jammin' with us on the podcast, b sure to join us for more fun and inspiration! Here are some options... Check out the b BRILLIANT career coaching program @ b Cause Podcast Facebook group @ We even sare more crazy stuff here (you probably thought that was impossible). Take our simple, fun and insightful "What Kind of Dog Are You At Work?" by going to We have so much fun stuff going on...we wouldn't want you to miss out - join the authenticity movement and our community by adding your email just about anywhere @ Check out our blog for more of our no-BS career advice @ We have fun and inspiring t-shirts @ DISCLAIMER: This episode is not explicit, though contains mild swearing that may be unsustainable for younger audiences. Tweetable Comments: "I just knew I had to get out of this rut." "At any given time you need to be doing one of two things: you either need to be inspired, or you need to inspire others." "Corporate America wants you to be a bold leader, but you can still be a leader, a quiet leader." "I always had that in the back of my mind, but I never thought about making a living or a profession out of it." "In this time, people are more isolated, and people who are not generally depressed feel it even more. So Covid is making mental health more at the forefront." "People who are doing things they love to do or are having success; it's not a fancy formula, it's simply that they persisted." "I felt like my energy shifted, and I was more confident in my abilities." "Sometimes I have undermined my own value, and I just didn't see it." "The small poofs of inspiration can make all the difference." "Suicide affects a lot more than one person, so if you reach out to that one person you are making a difference and caring for a lot more people's lives." "Most people ask how you're doing, but they don't actually want to know." "Invest in yourself." "I think we're all ok and not ok at the very same time." "If you ever want to invest in yourself, take the chance."
Here's a shock (or not....): LOTS of people are feeling stress right now - so if you're feeling overwhelmed, you aren't alone. Admittedly there aren't answers for everything, but that doesn't mean it's time to throw priorities, goals, and self-care out the window. In the words of Lin Manuel's Arron Burr: "I am the one thing in life I can control." (Thanks J.D. Roth, for reminding me there's a Hamilton line for everything!) During today's show, we'll ask our roundtable: when life becomes stressful, what's your emergency plan to take back the reins? How do you get life back on track? A big thanks to our contributors today: CFP Katie Brewer from Your Richest Life, Len Penzo from the LenPenzo.com blog, and Paula Pant from the Afford Anything podcast. Another special thanks to today's celebrity reader: Jason Vitug. You can find more from Jason at his site JasonVitug.com Halfway through the show we'll give our roundtable a break while Joe rings up Kelly Lannan, VP of Young Investors at Fidelity. The financial company has released a new investing app, Fidelity Inspire, and is designed to help young adults plan, save, and invest for their financial goals. We'll dive into all the different offerings and features the app brings during our interview with Kelly. After our fintech segment we'll keep Doug's Friday gameshow going strong. Tune in to see who wins it this week! We'll finish off today's show with an all-too real question posed to Peter Dunn: when your adult kid is laid off and needs help paying the bills, what do you do? We'll ask our roundtable for their take before rolling the end credits.
From connecting with others to helping our local communities to women having "equality" barriers come crumbling down, Erin and Nicole come to this week's episode with an uplifting Top 10 list. It's a heavy dose of gratitude sprinkled with doses of humor that hopefully will also have you seeing the pandemic positives. What do you think number one is? And what is the thing that you have now as a result of COVID that you're the most grateful for? Nicole Licata Grant starts off by talking about her marathon Sasquatch binge-watching. Is there a conspiracy with Netflix, forcing Nicole to watch conspiracy theory videos? Or does Nicole just watch so many conspiracy theory videos that Netflix is kindly suggesting others she might like? Erin Hatzikostas asks Nicole to discuss one thing that certainly isn't a conspiracy: her recent promotion. Nicole discusses people's reaction to the news, and how her method of letting the world know is probably slightly different to how most people do it. Nicole asks Erin to talk about the recent workshop that she led alongside Kaitlyn Czapiga called "Your Richest Life." Erin talks about the magic they were able to create for the attendees by combining their complementary skillsets and knowledge to develop this program that helps people find their "ikigai", or their life's purpose. Erin discusses hiring a book coach to help her with her writing process, and how when you're taking on a huge project it can be extremely beneficial to get some aid. She also encourages people to adopt the "shitty first draft" mindset that is used as a writing technique. They move on to their Top 10 list for this week. "Top ten things that are actually good out of Covid." From connecting with others and helping our local communities, to planning our futures differently and saving, and even connecting with our natural environment more. If you like jammin' with us on the podcast, b sure to join us for more fun and inspiration! Here are some options... Check out the b BRILLIANT career coaching program @ b Cause Podcast Facebook group @ We share even more crazy stuff here (you probably thought that was impossible). Take our simple, fun and insightful "What Kind of Dog Are You At Work?" by going to We have so much fun stuff going on...we wouldn't want you to miss out - join the authenticity movement and our community by adding your email just about anywhere @ Check out our blog for more of our no-BS career advice @ We have fun and inspiring t-shirts @ DISCLAIMER: This episode is not explicit, though contains mild swearing that may be unsuitable for younger audiences. Tweetable Comments: "The pig-pen, that's my office - or the sweat-lodge." "Do I believe in Bigfoot? I don't know. But we've been watching a lot of Sasquatch movies." "People just wanna know where they can get a vintage tracksuit with some glitter sneakers." "In these times we feel unbalances because we've lot regular things that we do." "To go on a journey you need a couple of things, a compass and a map, but it's pointless to go with the compass and not the map." "Our Top 10 list: because without a list, we can't persist." "There's an opportunity to do a lot of good, in our communities and in our families." People are seeing the Himalayas from parts of India for the first time in a generation." "We're not going to get back to normal. We're going to get back to better." "I wanna be an imperfectionist - that sounds amazing." "The number one priority you should have is yourself." "I'm seeing creativity in so many ways - reducing barriers to access, less egalitarian." Inviting more people to exercise their creativity, in work or life, is the best thing we can do right now." "Less is more." "Sometimes you have to strip things away from your life, in order to have a richer life." "People need to be more accepting when they are sick, to give themselves space to make themselves well."
From connecting with others to helping our local communities to women having "equality" barriers come crumbling down, Erin and Nicole come to this week's episode with an uplifting Top 10 list. It's a heavy dose of gratitude sprinkled with doses of humor that hopefully will also have you seeing the pandemic positives. What do you think number one is? And what is the thing that you have now as a result of COVID that you're the most grateful for? Nicole Licata Grant starts off by talking about her marathon Sasquatch binge-watching. Is there a conspiracy with Netflix, forcing Nicole to watch conspiracy theory videos? Or does Nicole just watch so many conspiracy theory videos that Netflix is kindly suggesting others she might like? Erin Hatzikostas asks Nicole to discuss one thing that certainly isn't a conspiracy: her recent promotion. Nicole discusses people's reaction to the news, and how her method of letting the world know is probably slightly different to how most people do it. Nicole asks Erin to talk about the recent workshop that she led alongside Kaitlyn Czapiga called "Your Richest Life." Erin talks about the magic they were able to create for the attendees by combining their complementary skillsets and knowledge to develop this program that helps people find their "ikigai", or their life's purpose. Erin discusses hiring a book coach to help her with her writing process, and how when you're taking on a huge project it can be extremely beneficial to get some aid. She also encourages people to adopt the "shitty first draft" mindset that is used as a writing technique. They move on to their Top 10 list for this week. "Top ten things that are actually good out of Covid." From connecting with others and helping our local communities, to planning our futures differently and saving, and even connecting with our natural environment more. If you like jammin' with us on the podcast, b sure to join us for more fun and inspiration! Here are some options... Check out the b BRILLIANT career coaching program @ b Cause Podcast Facebook group @ We share even more crazy stuff here (you probably thought that was impossible). Take our simple, fun and insightful "What Kind of Dog Are You At Work?" by going to We have so much fun stuff going on...we wouldn't want you to miss out - join the authenticity movement and our community by adding your email just about anywhere @ Check out our blog for more of our no-BS career advice @ We have fun and inspiring t-shirts @ DISCLAIMER: This episode is not explicit, though contains mild swearing that may be unsuitable for younger audiences. Tweetable Comments: "The pig-pen, that's my office - or the sweat-lodge." "Do I believe in Bigfoot? I don't know. But we've been watching a lot of Sasquatch movies." "People just wanna know where they can get a vintage tracksuit with some glitter sneakers." "In these times we feel unbalances because we've lot regular things that we do." "To go on a journey you need a couple of things, a compass and a map, but it's pointless to go with the compass and not the map." "Our Top 10 list: because without a list, we can't persist." "There's an opportunity to do a lot of good, in our communities and in our families." People are seeing the Himalayas from parts of India for the first time in a generation." "We're not going to get back to normal. We're going to get back to better." "I wanna be an imperfectionist - that sounds amazing." "The number one priority you should have is yourself." "I'm seeing creativity in so many ways - reducing barriers to access, less egalitarian." Inviting more people to exercise their creativity, in work or life, is the best thing we can do right now." "Less is more." "Sometimes you have to strip things away from your life, in order to have a richer life." "People need to be more accepting when they are sick, to give themselves space to make themselves well."
Erin and Nicole sit down for another mono y mono episode and reflect on the immense possibilities they continue to see for their podcast, their lives...and for their listeners. They can see more and more every day that every single person out there has a unique and special purpose...and if they spend even a little time opening up "curtains", they'll find the answers they need to make it happen. Kicking off with some old stories Nicole Licata Grant an Erin Hatzikostas reminisce about the days when they were roomies, including when Nicole dug someone's car out of the snow with a plastic bowl (her first entrepreneurial adventure - she did NOT do it pro bono!) Following on from Erin's interview with Amy Lacey of Cali'flour Foods (Episode 37), and Erin's guilty pleasure for Fish Sticks, Nicole also tells their infamous fish sticks story. They recap their recent annual shopping trip and some steps you can take to get a healthier gut. But be warned, Erin's WTF of the week came at the cost of a happy gut. Knocking around Nashville, Erin and Nicole share stories about hanging out at Losers ('cause who wants to go next door to Winners...boooring), meeting fans, and Erin's dad networking through getting a young guy to continuously "strip". They open up the curtains about the reason they met up in Nashville and all that they learned that can inspire you to know that anything that's on your head to do, you can figure out how to get there. Erin briefly talks about her interview with Kate Duffy (episode 34), before the two move on to discuss the digital world, building and maintaining a brand and how "there is nothing you can't learn or can't do." Make sure to check our Erin's 2-day workshop March 20th-21st she's holding alongside Kaitlyn Czapiga (from Episode 5) titled "Your Richest Life". - Nicole will be there too! If you like jammin' with us on the podcast, b sure to join us for more fun and inspiration! Here are some options... Check out the b BRILLIANT career coaching program @ b Cause Podcast Facebook group @ We share even more crazy stuff here (you probably thought that was impossible). Take our simple, fun and insightful "What Kind of Dog Are You At Work?" by going to We have so much fun stuff going on...we wouldn't want you to miss out - join the authenticity movement and our community by adding your email just about anywhere @ Check out our blog for more of our no-BS career advice @ We have fun and inspiring t-shirts @ DISCLAIMER: This episode is not explicit, though contains mild swearing that may be unsuitable for younger audiences. Tweetable Comments: "It's going to be a scavenger hunt for scrapers next year, there's going to be so many scrapers you're gonna not be able to not find them." "We've known each other longer than the fish sticks in my freezer." "When we want to do something...now. No patience." "All I get is some garlic, olive oil, ginger, and some vegetables, that's my whole dinner. So I sit down with these vegetables, and Manny leans over and takes a green pepper." "Doing a cleanse is not a relationship builder." "I love talking about food, it makes me so happy." "You guys were dope as hell and I love what you're up to...and the touching was lovely." "It's not enough to have a good message, you need to get that reach." Anything you dream of doing...that seems so mysterious, so elusive...the reality is, especially in this digital world, there is nothing you can't learn or can't do." "Anything you want to do, there is somebody out there - there's actually probably hundreds of thousands of people - that can help fast pass you and figure out how to do it." "There's enough space in the universe to have a message and get it the f*ck out there." "And then I had a moment where I thought, my god I actually might have something myself. And it's very hard for me to accept that." "I spent a year watching women do yoga, eating popcorn." "I know you never remember what you say." "Every day I;m seeing more possibility, and isn't that what we wanted from this journey, to keep figuring out what more we could do." I have some serious skepticism, 'people won't like me, they won't accept me, I'll be an outsider.' You know, we all tell ourselves stories." "In this day and age, we are all brands." "I just want to energize a base group of people." "It's fascinating to feel like there's real possibility." Mondays and Tuesdays I don't really help people. Every other day I do, but Mondays and Tuesdays it's just surviving." "I want better problems and better solutions in work and life." "Find the humor, find your resilience."
Erin and Nicole sit down for another mono y mono episode and reflect on the immense possibilities they continue to see for their podcast, their lives...and for their listeners. They can see more and more every day that every single person out there has a unique and special purpose...and if they spend even a little time opening up "curtains", they'll find the answers they need to make it happen. Kicking off with some old stories Nicole Licata Grant an Erin Hatzikostas reminisce about the days when they were roomies, including when Nicole dug someone's car out of the snow with a plastic bowl (her first entrepreneurial adventure - she did NOT do it pro bono!) Following on from Erin's interview with Amy Lacey of Cali'flour Foods (Episode 37), and Erin's guilty pleasure for Fish Sticks, Nicole also tells their infamous fish sticks story. They recap their recent annual shopping trip and some steps you can take to get a healthier gut. But be warned, Erin's WTF of the week came at the cost of a happy gut. Knocking around Nashville, Erin and Nicole share stories about hanging out at Losers ('cause who wants to go next door to Winners...boooring), meeting fans, and Erin's dad networking through getting a young guy to continuously "strip". They open up the curtains about the reason they met up in Nashville and all that they learned that can inspire you to know that anything that's on your head to do, you can figure out how to get there. Erin briefly talks about her interview with Kate Duffy (episode 34), before the two move on to discuss the digital world, building and maintaining a brand and how "there is nothing you can't learn or can't do." Make sure to check our Erin's 2-day workshop March 20th-21st she's holding alongside Kaitlyn Czapiga (from Episode 5) titled "Your Richest Life". - Nicole will be there too! If you like jammin' with us on the podcast, b sure to join us for more fun and inspiration! Here are some options... Check out the b BRILLIANT career coaching program @ b Cause Podcast Facebook group @ We share even more crazy stuff here (you probably thought that was impossible). Take our simple, fun and insightful "What Kind of Dog Are You At Work?" by going to We have so much fun stuff going on...we wouldn't want you to miss out - join the authenticity movement and our community by adding your email just about anywhere @ Check out our blog for more of our no-BS career advice @ We have fun and inspiring t-shirts @ DISCLAIMER: This episode is not explicit, though contains mild swearing that may be unsuitable for younger audiences. Tweetable Comments: "It's going to be a scavenger hunt for scrapers next year, there's going to be so many scrapers you're gonna not be able to not find them." "We've known each other longer than the fish sticks in my freezer." "When we want to do something...now. No patience." "All I get is some garlic, olive oil, ginger, and some vegetables, that's my whole dinner. So I sit down with these vegetables, and Manny leans over and takes a green pepper." "Doing a cleanse is not a relationship builder." "I love talking about food, it makes me so happy." "You guys were dope as hell and I love what you're up to...and the touching was lovely." "It's not enough to have a good message, you need to get that reach." Anything you dream of doing...that seems so mysterious, so elusive...the reality is, especially in this digital world, there is nothing you can't learn or can't do." "Anything you want to do, there is somebody out there - there's actually probably hundreds of thousands of people - that can help fast pass you and figure out how to do it." "There's enough space in the universe to have a message and get it the f*ck out there." "And then I had a moment where I thought, my god I actually might have something myself. And it's very hard for me to accept that." "I spent a year watching women do yoga, eating popcorn." "I know you never remember what you say." "Every day I;m seeing more possibility, and isn't that what we wanted from this journey, to keep figuring out what more we could do." I have some serious skepticism, 'people won't like me, they won't accept me, I'll be an outsider.' You know, we all tell ourselves stories." "In this day and age, we are all brands." "I just want to energize a base group of people." "It's fascinating to feel like there's real possibility." Mondays and Tuesdays I don't really help people. Every other day I do, but Mondays and Tuesdays it's just surviving." "I want better problems and better solutions in work and life." "Find the humor, find your resilience."
Think you're underpaid? You aren't alone. Are you even sure how much you should be earning in your position? On today's roundtable we'll discuss one piece examining all the ways you can mess up the driver of all of your financial activity: your salary. Whether you work for "the man" or for yourself, we'll have something for you. Helping us out today is special guest and Stacking Benjamins friend Katie Brewer, from Your Richest Life, Len Penzo from LenPenzo.com, and OG from our very own podcast. Plus, halfway through the show, we'll take a break from our discussion while Joe sits down for another chat with Angelo Poli from Metpro. It's not exactly Fintech, but keeping a mind on health tech will keep you healthy through the holidays... which keeps money in your pocket. During our Magnify Money segment we'll answer a voicemail from Jordan. Jordan and his wife are doing great in their savings and investments, and would like some advice on the best way to tackle asset allocation. As always, we'll carve out some time for a little gameshow with Doug's trivia.
We spend more and buy stuff to make us happy, but does it? Does more really equal better? On today's show we dive into a recent blog post from the Four Pillar Freedom blog to look at the nature of happiness. Money is always intertwined in our view of "happy," probably because advertisers love making us think that if we just buy one more thing we'll finally get that elusive joy that we've been craving. We'll talk about joy, addiction, happiness and more on today's podcast with a team including Beau Humphreys from The Personal Finance Show, CFP Katie Brewer from Your Richest Life planning, and our own OG. Halfway through the showwe have a special treat where we usually feature our Friday Fintech spotlight. Today instead we'll shine a light on mortgages, because with his recent move to Detroit, Joe just found out that industry insider Joel Gurman from Quicken Loans is his neighbor! Joe invites Joel down to the basement today and quizzes him about the state of mortgages, how interest rates really work, what other fees are involved with mortgages, and more. It's a wide-ranging, fun conversation about the biggest loan many of us will ever have. But that's not all. We'll help C on the Magnify Money call-in segment. C is wondering about retirement withdrawal software. He feels that savings-wise, he is on course, but he wants to make sure that he is withdrawing in the most tax-efficient way. Thanks to AcreTrader for supporting Stacking Benjamins. For more information on how to become a farmland investor through AcreTrader, visit acretrader.com/sb
Ask Win is a podcast where you are a VIP. Win wants to focus and teach people more and Cerebral Palsy. You’re welcome to ask questions about anything that you want. CP questions but mainly life questions on how to deal with CP or not. Win can ask you base questions if you want. Please let us know or there will be no base questions. If you have any questions for Win please email her at askingwkelly@gmail.com. In 2018 let be open and honest on Ask Win. To learn more about Ask Win visit http://askwin.weebly.com. Be sure to FOLLOW this program https://itunes.apple.com/us/podcast/wins-women-of-wisdom/id1060801905. To learn how Win walk and about Ekso go to http://www.bridgingbionics.org/, or email Amanda Boxtel at amanda@bridgingbionics.org. On Ask Win today (Monday, March 19, 2018), Best-Selling Author, Win C welcomes Katie Brewer. Katie, CFP® and she started Your Richest Life because she believe that busy individuals working to balance their professional and personal lives should have access to a financial coach who specializes in what they need. When you’re a professional under 50, you’re juggling a high-intensity job along with the demands of life and family. Financial planning can easily fall to the wayside, but there isn’t a better time for you to be making financial strides. Whether you’re a doctor, an attorney, a project manager, or an IT and business professional, Katie understand your struggle to make time for your finances, and I’d like to help.Katie work with you to relieve money-related stress by helping you clarify your goals, identify and eliminate obstacles to those goals, and create an action plan to achieve them. Katie provide comprehensive financial coaching through fee-only services. Since Katie don’t sell any products, Katie is free of the conflicts of interest that can arise from those arrangements. Katie have only one person to answer to for the work she do – you! Together, we will develop a plan to put you in charge of your financial future. You don’t have to feel afraid about your money when you are in control of it! Katie have been fortunate to accumulate over 10 years of experience working with clients and their finances through some of the most forward-thinking organizations in finance. The Your Richest Life philosophy has been shaped through experiences with technology pioneer LearnVest as well as smaller boutique firms that focused on high net worth individuals. This philosophy includes comprehensive financial coaching and fee-only services. Katie was just crazy enough to pursue hey CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification and her MBA while working full time because Katie was so focused on achieving my goals, so Katie understand the passion you have behind achieving yours. And Katie have the skill to help you balance your current goals with your long term needs. With my expertise, Katie can help you with retirement planning, debt payoff, figuring out where that pesky hole in your budget is, purchasing your first or second home, evaluating your employee benefits, and plenty more. To learn more about Katie visit http://yourrichestlifeplanning.com. To learn more about Win Kelly Charles visit http://wincharles.weebly.com/. To follow Win on Twitter go to @winkellycharles. To follow Win on Instagram go to winkcharles. To follow Win on Snapchat go to Wcharles422. To follow Win on Snapchat go to Wcharles422. To see Win's art go to https://fineartamerica.com/profiles/2-win-charles.html. Interview with Mel Marton: http://traffic.libsyn.com/winwisdom/LAF3494_08172017150526412_1189015.mp3. "Books for Books," you buy Win's books so she can purchase books for school. "Getting through school is a 'win' for her fans and a 'win' for her." Win is a professional writer and in 2018 she is going to get a new MacBook to write her books and do the podcast. With every book she sells and the donations from Ask Win will go to her new MacBook. Please support her in getting her new MacBook. Win Kelly Charles’ book “She is CP” will get to the New York Times somehow and to help her either by voting or send her good vibe. Please vote at https://soopllc.com/blog/book-ideas/cp-win-charles/. Please send feedback to Win by email her at winwwow@gmail.com, or go to http://survey.libsyn.com/winwisdom and http://survey.libsyn.com/thebutterfly. To be on the show please fill out the intake at https://goo.gl/forms/aS4L6FuHyDSUhvrj2. If you would like to support Ask Win go to https://www.patreon.com/wcharles. Ask Win is sponsor by The Teeki Ambassador Program: http://mbsy.co/teeki/35149532. Superwomen Secrets Revealed: Successful Women Talk About Fitting in Fitness and Dare You to Join Them on Amazon http://amzn.to/2gImve5. :) I have a Facebook page for the book http://facebook.com/SuperwomenSecretsRevealed Instagram http://instagram.com/SuperwomenSecretsRevealed and book page on the website: http://FitArmadillo.com/books. If you want to check out what Win’s friend, Dannidoll, is doing (a.k.a. Dannielle) go to https://www.facebook.com/dannidolltheragdollclown/?notif_t=page_invite_accepted¬if_id=1492366163404241. To learn more about Danielle visit http://www.dancanshred.com. For iOS 11 update: https://www.youtube.com/embed/HNupFUYqcRY. To learn about the magic of Siri go to https://www.udemy.com/writing-a-book-using-siri/?utm_campaign=email&utm_source=sendgrid.com&utm_medium=email. 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melissa@blendedfamilypodcast.com www.blendedfamilypodcast.com Katie Brewer started Your Richest Life because she believes that every professional should have access to a financial planner. Katie helps clients alleviate their stress about money by helping them clarify their goals, identify and eliminate obstacles to those goals, and create a financial action plan to achieve them. Katie has accumulated over 10 years of experience working with clients and their money. She is no stranger to hard work as she pursued both her CERTIFIED FINANCIAL PLANNER™ Certification and her MBA while working full time. Katie has been quoted in articles in The New York Times, Forbes, Money, Lifehacker, and Real Simple and she regularly blogs about financial planning topics. She often speaks to groups about financial education. In this episode, she joins me to talk about estate planning, which is a sensitive and challenging topic for blended families. We talk about What is estate planning 9 things to keep in mind when planning an estate What makes blended family estate planning different Setting up a guardian What can go wrong when an estate is not planned When is the right time to plan an estate Who can set up an estate Listener question And much more Connect with Katie Website Twitter Facebook Join the Private Facebook Group Listen and Rate/Review on Itunes Connect with me on Facebook Connect with me on Twitter Send questions or feedback to melissa@blendedfamilypodcast.com Send me a voicemail at Speakpipe Visit the website at www.blendedfamilypodcast.com Sign up for my monthly newsletter Schedule an interview or coaching session here Send mail to Melissa Brown 5445 Murrell Rd Unit 102 #178 Viera FL 32955
Has the firm holding your U.S. brokerage account asked you to transfer your assets out because you no longer have an American address? Doug shares an experience he had when he helped an American living in Israel with their U.S. brokerage account. There are certain issues investor needs to know before moving their U.S. based assets. When that dreaded letter comes in the mail, Doug has insights on how to find a brokerage firm that will hold your account, even if you live overseas. What do Gen X and Y want from a financial planner? Katie Brewer, CFP ® and president of Your Richest Life, discusses the differences between investors from Generation X and Y and more traditional investors (retirees). Gen X and Y haven’t yet retired, so why should they meet with a financial planner? Kate talks about how couples can juggle their various financial concerns, and gives tips on how to overcome having uncomfortable financial discussions with your spouse. To learn more about Your Richest Life Planning, check out Katie’s website yrlplanning.com or find her on Twitter @katieyrl. To learn more about investing and finances in general, visit Profile-Financial.com. If you’re not already receiving updates on new episodes, sign up now, and as a special bonus, receive Doug’s free ebook The Retirement Planning Book.
Docs Outside The Box - Ordinary Doctors Doing Extraordinary Things
Katie Brewer, a fee-only financial planner was a guest on episode 4 and discussed basic financial educational tips for physicians. Based on the downloads, that was a favorite among you all! In this episode, Katie Brewer and I get to answer various financial questions from our listeners. Dr. O – Virginia Are variable annuities a viable financial product and if not what's a better product? Dr. L – Massachusetts I have close to 100k in federal student loans with interest rates between 3 to 4%; when is it better to invest vs pay off student loans? What's the maximum amount I can invest in a 529 account for my kids? Dr. C – Kansas Why are so many people pushing index funds over individual stock? What are your thoughts on Robo advisors vs investing on your own? What about Peer to Peer lending? You can learn more about Katie Brewer and her fee-only financial planning firm at Your Richest Life. Here's the article Katie mentioned in her answer to Dr. C – The 7 Deadly Sins of Investing SUBSCRIBE: iTunes | GooglePlayMusic | Stitcher The post 011 – Ask Dr. Darko featuring Katie Brewer appeared first on DOCS OUTSIDE THE BOX.
We are back and today’s guest is Katie Brewer, CFP®. She started Your Richest Life as a Fee-Only financial advisory firm to provide “honest and independent” financial advice to X and Y Gen clients. Katie is an proud member of the XY Planning Network, the FPA, and NAPFA. She has over 10 years of financial planning and she’s been quoted more times than any other young planner that I know. Who else would be so crazy awesome to study for the CFP® and an MBA at the same time? I’m excited that she gets to share her tenacity with you today and I hope you enjoy the interview as much as I did! “The more that you know about where your strengths lie.. the more that you’re able to know if it makes sense for you to start a firm…or partner with somebody else… or be a junior planner… or something else.”
Money Mastermind Show: Personal Finance | Investing | Retirement | Entrepreneurship
Are you stuck about what to do with your money? Are you unsure of where to go next? A financial planner might be able to help. There's a reason that even financial professionals look to others for an outside opinion. A good financial planner can help you see new things about your finances, and make a plan for the future. Katie Brewer from Your Richest Life joins us to talk about the importance of a fresh set of eyes when it comes to your finance future. https://moneymastermindshow.com/episode70-how-a-financial-planner-can-help-you/ Important issues discussed in this episode: How do you know you need a financial planner? The benefits of getting another opinion from a professional. Different types of services offered by a financial planner. How to find the right financial planner for your situation. Panelists In This Episode: Special Guest: Katie Brewer | Your Richest Life Glen Craig | Free From Broke Kyle Prevost | Young and Thrifty Miranda Marquit | Planting Money Seeds Peter Anderson | Bible Money Matters Tom Drake | MapleMoney