Episodes
April 26, 2023
#188: Career Coaching for Young Adults with Beth Hendler Grunt
Today's episode is all about helping your child launch into a successful career after college. My guest today is Beth Hendler Grunt, a recognized thought leader in the college-to-career space, and author of the book "The Nex…
April 19, 2023
#187: Financial Life Organizer
Not everyone is a master at staying organized. What if I told you that there's a tool that can keep all of your important financial information in one place? A tool that you can easily share with those who need access, and f…
April 12, 2023
#186: How to Talk to Your Parents About Their Finances with Debra Jacobs
Let's face it, talking about money can be tough, but talking to your parents about their finances can feel downright impossible. As we grow older, we begin to worry about our parents' financial security and how we can suppor…
April 7, 2023
#185: How and Where to Keep my Cash Stash
In light of recent events with Silicon Valley Bank, many people are concerned about protecting their hard-earned cash. While many of us are already familiar with the basics of protecting our funds, it's always a good idea to…
March 31, 2023
#184: Financial Self-Care
Today I am taking a closer look at the importance of financial self care. Money impacts our overall well-being, and unfortunately this crucial topic is often overlooked when it comes to our health. Recently I spoke on financ…
March 24, 2023
#183: Business, Investing & Prenups with Nanxi Liu
Let's face it, society puts a lot of pressure on us to follow a certain timeline - go to school, build a career, get married, and start a family. But what if we want to prioritize our professional goals before starting a fam…
March 3, 2023
#182: Have It All Without Doing It All With Ashley Quinto Powell
Is it possible to balance an exhilarating career and family life without being overwhelmed? My guest Ashley Quinta Powell, productivity wizard, CEO & founder of my VA Rocks joins me to discuss how she ran three companies wit…
Feb. 24, 2023
#181: Money Story with Katherine Edwards, CFP®
Meet Katherine Edwards, CFP®. Everyone's journey with money is unique, and the insights we can gain by exploring our individual stories can be incredibly valuable. Understanding how past experiences have shaped us into who w…
Feb. 8, 2023
#180: Personal & Career Goals Setting with Jill Wright
Have you like me had too many broken resolutions? Do your busy commitments always take priority over personal time and goals for yourself? Achieving balance between work, family, and self can seem impossible sometimes - but …
Feb. 3, 2023
#179: My 40th Birthday Wish
I am turning 40 this month... it's a very exciting milestone with lots to think about. Because of this I wanted to talk to you about new year's resolutions. I find that setting them somewhat loses its power over us by the ti…
Dec. 21, 2022
#178: 5 Year End Tax Moves
I know that December can be busy with all the holiday events, and things that we're spending our time and money on. However, I think you all would agree that it is better to have more money in your pocket, than in someone el…
Dec. 7, 2022
#177: Money Story with Jennifer Bush
I love learning about people’s money stories because it’s fun to hear how they talk about money, and also learn about what they feel they can do better in the future. Today, I am joined by a fellow financial expert and col…
Nov. 30, 2022
#176: How to Spot Financial “Red Flags” in a Marriage With Tracy Coenen
Over the years I've heard many clients say, "I don't do finances, my spouse takes care of it" and that always concerns me. You don't need to be going through a divorce right now or even anticipated in order to have some unde…
Nov. 23, 2022
#175: Year End Money Goals
With the holiday season right around the corner I want to chat about year end money goals. At this time of year the focus on money and how we plan for it is kind of be deviated from for all of us and that's okay. I'm not her…
Nov. 16, 2022
#174: How Parents Can Help Their Children Select The Best-fit College, Major, & Career with Beth Probst
The cost of going to college it through the roof these days. Which leads us to ask... Is it worth it --- and why does anyone go to college anyway? My guest Beth Probst founder and CEO at the Core has inspired parents of coll…
Oct. 5, 2022
#173: Mint.Com | Best Practices
Today I want to talk to you about a software called "Mint.com" and putting its best practices to use. For those that don't know Mint is a program software application that tracks all kinds of data points but mainly they focu…
Sept. 28, 2022
#172: Seller Mistakes to Avoid with Real Estate Broker Michael Bell
According to the Wall Street Journal 20+ year residential real estate broker and my guest Michael Bell has successfully handled over $550 million in sales and is ranked in the top 0.1% of all agents in the United States. So …
Aug. 31, 2022
#171: Student Loan Debt Relief Plan
Recently the big news came out from the White House regarding the student loan forgiveness plan. I know there's a lot of information out there. So I wanted to chat a little about what is happening, what you need to know now …
Aug. 17, 2022
#170: Money Moves After Interest Rate Hikes
When interest rates are being increased, it impacts the cost of borrowing for all of the American households and it becomes more expensive. Today I want to go through four different typical debts that you might find on your …
Aug. 10, 2022
#169: Intersection of Life & Money Planning My Interview on Dreams & Detours Podcast
Join me today as I guest on Susan Montanaro's podcast "Dreams and Detours" to talk about the importance of taking charge of your financial planning. Are you ready to take charge of your finances? IN THIS EPISODE WE COVERED: …
July 29, 2022
#168: Resetting Finances After Move
Moving is never fun but sometimes necessary and with it comes many adjustments that can take a good few months to settle into. Especially if your move includes selling your current home and buying your next one. It is for th…
June 8, 2022
#167: Money Story with Vida Jatulis
I love learning about people's money stories. It's fun to hear how they talk about money, experiences they have had with money, and what they want to do better with their money in the future. Today I'm connecting with my fri…
June 1, 2022
#166: How to Pivot Effectively
You may not even realize, but every single day, we are faced with making simple decisions from what to eat for lunch, what show should we watch, or what clothes to wear, through to making big decisions in our lives. But how …
May 11, 2022
#165: Parenting Aging Parents
“Sandwich Generation,” you've heard this phrase before. In fact you might even be in it with your own family. I am certainly feeling like I am in the middle of that sandwich currently with my own. The big question is how do …