Subscribe: iTunes / Spotify In this episode, Adam discusses the importance of financial intimacy. He answers the following questions: What is financial intimacy? How can a saver and a spender get on the same page? What role do gender dynamics play with money in relationships? For example, with female breadwinners? Who is your book for, and what is its aim? What things do you hear your clients saying that push them further apart or closer together? Adam Kol is The Couples Financial Coach. He helps couples go from financial overwhelm or fighting to clarity, teamwork, and peace of mind. To learn more…
Author: Marguerita Cheng
Subscribe: iTunes / Spotify In this episode, Nikki discusses the following: The biggest challenges Black women business owners face today, especially in the current economic climate. How Buy From a Black Woman supports Black women entrepreneurs and the impact in the community as a result? How the defunding of DEI programs has affected Black women-owned businesses, and how she and her organization are responding to these changes? What financial professionals should know about supporting Black women in business? The legacy she wants for Buy From a Black Woman leaves, not just for Black women entrepreneurs but for future generations of business owners?…
Subscribe: iTunes / Spotify In this episode, Carla tells us about her transition to the financial advice profession. She discusses the topic of insurance and caring for aging relatives. She shares her experience of serving as a full-time caregiver for her mom and the importance of planning and preparation. To learn more, visit:https://www.linkedin.com/in/margueritacheng Listen to more episodes on Mission Matters:https://missionmatters.com/author/Marguerita-Cheng This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian, and opinions stated are their own. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 200 BROADHOLLOW…
Subscribe: iTunes / Spotify In this episode, Ellen shares the following insights with us: Our relationships with Money, what do you mean by that? How can shifting this make a difference in our lives and businesses? We hear a lot about scarcity thinking and abundance thinking, what does this really mean? It’s so easy to fall into fear and worry about money. Why is this a problem? How can people shift out of worry? How did you realize you could connect with the energy of Money and deliver messages for people? Can anyone be intuitive when it comes to their money? How…
Subscribe: iTunes / Spotify In this episode, social impact entrepreneur and Co-Founder & CEO of Yardsworth, Matt Lucido shares his expertise about the following: Tell us about Senate Bill 9, also known as the HOME Act, and how it works? How much can a homeowner make selling their yard? The origin of Yardsworth-the story about how this company came about. What determines how much someone can make, and what are the eligibility requirements? Success stories-the positive impact of helping homeowners sell their backyard. Matt Lucido is a social impact entrepreneur and investor. He is currently the Co-founder & CEO of Yardsworth, an…
Subscribe: iTunes / Spotify In the episode, Richard Yoon, Founder of Luci, a gamified personal finance app (think DuoLingo + budgeting and other personal finance goals), shares his passion for making personal finance fun and simple. He also answers the following questions: What are your and your team’s backgrounds? What is Luci? Why did you start Luci? How is Luci different from other budgeting apps? What’s the current status of the app? Passionate about simplifying financial freedom, Richard Yoon founded Luci, a gamified personal finance app that makes learning and building positive personal finance habits fun. Richard brings 7+ years of tech…
Subscribe: iTunes / Spotify During this episode, Christian Simmons, Certified Educator in Personal Finance and financial writer with Annuity.org answers the following questions: What are some of the best ways to save for retirement? How much does the average person need to save to retire comfortably? What can someone do to catch up for retirement planning? Where will your money go once you are in retirement? What are the biggest expenses to be aware of? How do you handle health care and finding the best Medicare option for yourself in retirement? Christian Simmons is a Certified Educator in Personal Finance and financial…
Subscribe: iTunes / Spotify In this episode, Josh Thompson, COO of Kordis answers the following questions: What’s the difference between a fractional CFO and a full-time CFO? What does a CFO do that an accountant doesn’t? When is the right time to hire a CFO? How do bookkeeping and accounting work? Why does a business need both? What makes Kordis different from other fractional CFO offerings? Josh Thompson served for 20 years as a military finance and healthcare leader before retiring in the summer of 2022. He’s board certified as a Fellow in the American College of Healthcare Executives and has managed…
Subscribe: iTunes / Spotify In this episode, Isabelle discusses the concept of doing “business for good” and the United Nations 17 Goals for sustainable development to build an inclusive and resilient future for people and the planet. Isabelle will answer the following questions: How to become a consultant/coach/freelancer with limited financial risks? What she has learned about entrepreneurs starting a business in her work as a consultant? How to create a business that can have impact at the same time and feel a sense of purpose? How can we create a mindset of abundance for ourselves? Isabelle Bart is the founder of…
Subscribe: iTunes / Spotify In this episode, Certified Annuity Specialist® Jennifer Schell demystifies annuities and answers the following questions: What are the different types of annuities? How might an annuity fit into a person’s overall retirement plan? Why do you think annuities have become more popular in the last few years? Why should especially women be aware of annuities and their benefits? What should women know about long-term care insurance? Jennifer Schell is a Certified Annuity Specialist® and award-winning writer focused on demystifying annuities and other financial topics. Her expertise has been featured in prominent publications including Yahoo! News and CNET, and…
Subscribe: iTunes / Spotify During this episode, Lawrence answers the following questions: How Important is the Mindset on the Path to Wealth? How to achieve millionaire status while making less than $70,000? How does Tax Planning play an important role in Building Wealth? Why Cash Flow is king? What strategies can help boost your retirement income today?. Lawrence Delva-Gonzalez is the owner of The Neighborhood Finance Guy, sharing tips on Budgeting, Cash Flow, Investing, and Building Wealth. Along with his wife, he proved that it’s possible to go from zero assets and over $120,000 of student loan debt to millionaires in less…
Subscribe: iTunes / Spotify In this episode, Joy addresses the following questions: Why longevity and why caregiving never ends. Why younger and older caregivers require different planning. How to start a dialogue with Boomer parents. What exactly is Aging in place? Why caregiving is different for solo agers Joy Loverde has a reputation for being a path carver and visionary. She is a keynote speaker, consultant, and author of the best-seller The Complete Eldercare Planner and Who Will Take Care of Me When I’m Old? She has been quoted in the Wall Street Journal, TIME, Money, New York Times, and Psychology Today among…