Brooke shares her journey from navigating toxic work environments to stepping into leadership on her own terms—highlighting the importance of showing up authentically and the real cost of “splitting personalities” in the workplace.

We dive deep into what truly makes teams successful, including the critical role of psychological safety, trust across leadership levels, and the growing challenges of managing multi-generational workforces. Brooke also breaks down the subtle ways company culture can erode—and what leaders can do to rebuild it.

On the business side, Brooke offers a behind-the-scenes look at scaling a consulting firm, including the shift from cash-based thinking to accrual accounting, planning for long-term growth, and making smarter financial decisions as a company expands.

Whether you're a leader, entrepreneur, or building your career, this episode is packed with practical insights on creating stronger teams, making confident financial moves, and leading with clarity and intention.

In this episode, we cover:

•  Why authenticity is a leadership advantage—not a buzzword 
•  The real reason teams succeed (and it’s not IQ) 
•  How trust breaks down between employees and executive leadership 
•  Signs your company culture is quietly failing 
•  “Job hugging” and what it says about today’s workforce 
•  How to lead across multiple generations effectively 
•  The financial mindset shift every growing business must make 
•  Cash vs. accrual accounting (and why it matters for scaling)

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

With a career spanning investment banking, Harvard Business School, and over a decade at Nuveen Investments, Kimberly shares how she carved her own path - eventually stepping into entrepreneurship to co-found a firm focused on private markets and alternative investments.

We dive into:

•  The difference between traditional investing and alternative investments (and why it matters more than ever) 
•  How ETFs, private equity, and real assets are reshaping the investment landscape 
•  The growing role of AI in finance—and what it means for the future of jobs and investing 
•  Why diversification goes beyond stocks and bonds
•  The importance of having a financial advisor vs. going it alone
•  Career advice for the next generation entering finance in an AI-driven world 
•  How women can build credibility, navigate leadership, and own their power in male-dominated industries 

Kimberly also shares honest insights on:

•  The reality of entrepreneurship in finance 
•  The evolving workplace (remote vs. in-person) 
•  How to sustain long-term success without burnout 

Plus, don’t miss our lightning round, where Kimberly reveals her favorite productivity hack, a must-read book for women in leadership, and the biggest money myth she wants to see disappear.

This episode is a masterclass in wealth-building, leadership, and thinking bigger about your financial future.

🔗 CONNECT WITH KIMBERLY

•  Website: XAInvestments.com 
•  Email: kflynn@xainvestments.com
•  LinkedIn: Kimberly Ann Flynn 

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

Angel Marie breaks down what it really means to “organize your energy” and how alignment directly impacts your clarity, communication, and ability to lead effectively. From repeating yourself with your team to feeling overwhelmed or burned out, many of the challenges entrepreneurs face are actually rooted in energetic misalignment.

We dive into simple yet powerful tools you can start using immediately - from physical energy resets like movement and breathwork to practical ways to show up with stronger presence, confidence, and intention.

If you’ve been pushing harder but not seeing the results you want, this episode will shift your perspective and give you a new approach to creating impact, profit, and momentum.

💡 In This Episode, We Cover:

•  What it means to “organize your energy” and why alignment matters 
•  How your energy impacts leadership, communication, and team dynamics 
•  Signs you or your team may be out of alignment 
•  Simple “energy reset” techniques to shift your state in real time 
•  How to lead with clarity and reduce confusion within your team 
•  Why women often second-guess decisions—and how to build confidence 
•  The connection between burnout, overwhelm, and energy misalignment 
•  A new definition of wealth rooted in freedom, purpose, and alignment 

⚡ Key Takeaway

When your energy is aligned, your business follows. Clarity increases. Communication improves. Results compound.

🔗 Connect with Angel Marie

Website: AngelMarieShines.com
 Instagram + Facebook: Reach out directly to learn more about her energy work, sessions, and resources

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

We down with Certified Financial Planner Kathleen Covey, who brings over 30 years of experience helping women navigate the complexities of retirement planning, financial security, and long-term wealth protection. 

Kathleen shares her deeply personal journey - from stepping away from her career to care for family members, to building a mission-driven practice focused on ensuring women never have to worry about outliving their money. 

Together, they dive into the unique financial challenges women face, including the gender pay gap, career pauses for caregiving, longer life expectancy, and the confidence gap around money decisions. 

This episode is packed with practical, real-world insights to help you take control of your financial future—whether you’re planning for retirement, navigating entrepreneurship, or supporting loved ones.

💡 In This Episode, You’ll Learn:

•  Why women need a different approach to retirement planning
•  How caregiving can impact your long-term financial security
•  The importance of building a strong financial foundation (insurance, emergency funds, and investments) 
•  Key Social Security strategies most women don’t know—especially for spouses and divorced individuals 
•  The truth about long-term care planning and why starting early matters 
•  Retirement plan options for entrepreneurs, including SEPs and Solo 401(k)s
•  How to think strategically about Social Security contributions as a business owner
•  Smart ways to protect assets and plan for unexpected health events
•  Critical financial mistakes to avoid after divorce (including updating wills and beneficiaries)

🔑 Key Takeaway:

Financial planning isn’t just about numbers - it’s about creating a strategy that supports every season of your life. The earlier women begin planning for retirement, caregiving, and long-term care, the more empowered and secure their future becomes.

🎯 Connect with Kathleen Covey:

Kathleen offers a complimentary 30-minute consultation for anyone looking to get clarity on their financial future.

•  📞 Phone: (858) 653-4800 
•  🌐 Website: https://coveyandcovey.com
•  📧 Email: 
  • kcovey@coveyandcovey.com
  • kcovey@ifgrr.com

🎯 Who This Episode Is For:

•  Women entrepreneurs and business owners 
•  Professionals planning for retirement 
•  Women navigating caregiving responsibilities 
•  Anyone looking to build long-term financial confidence and security

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

With over 30 years of experience, Amy shares how shifting from a business-centered message to a customer-first approach can completely transform your results. She breaks down why talking about your credentials, services, and features isn’t what converts - and what to do instead to truly connect with your audience.

This conversation dives into the real reason so many entrepreneurs feel overwhelmed by marketing, and how simplifying your strategy by focusing on your ideal client can create clarity, alignment, and growth.

You’ll also hear powerful insights on:

•  Why most websites and messaging fail to convert (and how to fix it) 
•  The difference between features vs. solving real problems 
•  How to simplify your marketing instead of trying to be everywhere at once 
•  The truth about trust in today’s marketplace—and how to build it 
•  How to use AI tools like ChatGPT and Claude effectively (without sounding generic) 
•  When it’s time to hire a fractional CMO—and what that actually means 

Amy also shares a fresh perspective on AI as a strategic partner, not just a shortcut, and how experienced entrepreneurs can leverage it to become more effective - not just more efficient.

Plus, don’t miss the lightning round, where Amy reveals her go-to productivity hack, favorite business book, and the money myth she’s ready to leave behind.

This episode is a must-listen for women entrepreneurs ready to:
 ✨ Cut through the noise
 ✨ Get clear on their messaging
 ✨ And create marketing that truly converts

Connect with Amy Matthews:
Learn more about Amy’s work and inquire about services at her website: https://amilc.com/

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

Just days after launch, Women of Wealth: A Proverbs Legacy – Stories of Grit, Grace & Strength became a #1 Amazon Best Seller across multiple categories, and today, we take you behind the scenes of how it all came together - and what it truly means.

From the original vision to the powerful stories shared by each contributing author, this episode dives into the heart of the book: faith, resilience, healing, and the courage to share your story.

We open up about:

•  The journey from idea to published bestseller 
•  What made this anthology different—and record-breaking 
•  The emotional and healing process of writing personal stories 
•  How stepping outside your comfort zone can deepen your faith and impact 
•  The power of women sharing their stories to inspire and uplift others 
•  Lessons learned from collaborating with a community of purpose-driven women 

This isn’t just about writing a book - it’s about using your voice, honoring your journey, and creating legacy-level impact.

Whether you’ve ever thought about becoming an author, strengthening your faith, or simply stepping into your next level… this episode will inspire you to take action.

✨ Because your story matters - and it may be the breakthrough someone else is waiting for.

📚 Get Your Copy

You can grab your copy of Women of Wealth: A Proverbs Legacy here:
➡️ Visit our Instagram: @wowwomenofwealth (link in bio)
➡️ Or search on Amazon: Women of Wealth Proverbs Legacy

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

Cheryl shares the common legal mistakes entrepreneurs make when starting and scaling a business, including misunderstandings around trademarks, LLCs, contracts, intellectual property, partnerships, and online branding. She also breaks down the difference between owning a domain versus owning trademark rights, why written agreements matter, and how simple oversights can turn into expensive lessons later.

You’ll also hear real-life examples of business owners who had to rebrand, lost control of their assets, or ended up in legal trouble because they skipped foundational protections early on. If you’ve ever thought, “I’ll deal with the legal side later,” this episode is for you.

In this episode, we cover:

• Common legal mistakes entrepreneurs make
• The difference between a domain name and a trademark
• When a business should consider an LLC or formal legal structure
• Why partnership agreements matter
• How to protect your brand, course, book, podcast, or program
• Contract basics every business owner should have in place
• What to do if you’ve already made a few business blunders
• Why prevention is often far less expensive than litigation

Connect with Cheryl Hodgson:

Email: Cheryl@RemarkableLegal.com
Website: RemarkableLegal.com
Other resources: BrandAide.com

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

Drawing on her experience as a former teacher turned entrepreneur, Unison shares practical strategies to help women simplify their spaces, reduce decision fatigue, and create systems that support productivity and peace of mind.

From organizing your workspace and managing paperwork to decluttering digital distractions and creating simple habits that keep your life running smoothly, this episode is packed with practical insights that every busy entrepreneur can apply immediately.

The conversation also highlights an important truth: organization isn’t about perfection - it’s about creating an environment that supports your energy, creativity, and growth. Whether you're managing a growing business, balancing family life, or simply feeling overwhelmed by clutter, these strategies will help you reclaim clarity and control.

In This Episode, We Discuss:

• Why clutter impacts your focus, productivity, and decision-making
• The connection between clarity, creativity, and business success
• How organization reduces analysis paralysis and decision fatigue
• Simple habits that keep your home, office, and car organized
• Digital decluttering strategies for emails, photos, and apps
• How women entrepreneurs can create systems that actually work
• The powerful mindset shift from a “To-Do List” to a “To-Da List”

Tools and Resources Mentioned

• PaperKarma – an app that helps eliminate unwanted mail
 • Everlance – mileage tracking for business owners
 • The Year She Let It Go Planner by Unison Francis

Connect with Unison Francis

Founder: Go Goddess Organizing
Planner: The Year She Let It Go – Decluttering with Grace & Ease
Available on Amazon

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

Pam is a seasoned financial services leader, wealth tech entrepreneur, and founder of a nonprofit growth accelerator that helps emerging companies scale faster by connecting product builders with product buyers. With decades of experience building and advising startups, she brings a unique perspective on how founders can fund businesses, build strong teams, and think differently about financial strategy.

One of the most fascinating moments of the conversation is Pam’s personal story about funding her first startup using the cash value from her whole life insurance policy. Instead of relying on venture capital or family money, she leveraged the liquidity of her policy to access capital with flexible repayment terms, no dilution, and no outside approval. It’s a reminder that insurance isn’t just about protection—it can also be a powerful financial tool.

Pam also shares why entrepreneurship is a team sport, and why founders often make the mistake of waiting too long to offer employee benefits. Even basic benefits—like healthcare options or retirement plans—can dramatically improve focus, loyalty, and performance inside a startup environment. According to Pam, offering benefits is more than a cost—it’s a signal of leadership and stability.

The conversation also dives into:

• How founders can creatively fund businesses without giving up equity
 • Why whole life insurance can become a flexible source of capital
 • The mindset shifts every entrepreneur needs to succeed
 • Why employee benefits are critical for startup retention and growth
 • How today’s founders are learning business from influencers and social media
 • The importance of failing fast and starting each day with a clean slate
 • Why financial education and insurance planning are missing for many young entrepreneurs

Pam also challenges founders to think bigger about the role of insurance—not just for personal protection, but as part of a broader strategy for building resilient companies, protecting assets, and supporting employees.

For entrepreneurial women building businesses, this episode is packed with insight on how to think like a founder, protect your future, and build companies that support both growth and well-being.

Connect with Pam Cytron
Pam is currently recruiting companies for the next cohort of her nonprofit accelerator focused on helping founders scale faster through strategic relationships and growth support. https://www.pamelacytron.com/

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

Hawley and Allie sit down with Master Success Coach and founder of Lisa Listen, Lisa Bybee Ferrell, for a powerful conversation about building wealth from the inside out  - starting with communication, clarity, and how we show up in our relationships.

With over three decades of experience in sales, broadcasting, and entrepreneurship, Lisa shares how her background in high-level sales shaped her philosophy: if you listen long enough, people will tell you exactly what they need. That skill — true listening — became the foundation of her coaching work with individuals and couples.

Together, they dive into:

• Why most couples avoid money conversations — and how that avoidance creates long-term damage
• The difference between listening to respond vs. listening to understand
• How Lisa rebuilt her voice after losing it in past relationships
• Clear communication strategies for couples who work together
• Setting “house rules” and “business rules” to protect both marriage and mission
• Why conflict isn’t the enemy — denial is
• How high-achieving women can succeed professionally without disconnecting at home
• The power of faith, humility, and vulnerability in leadership and love

Lisa shares practical tools couples can implement immediately, including setting financial discussion boundaries, checking for understanding during tough conversations, and creating intentional time to talk before resentment builds.

For the driven woman who feels successful at work but disconnected at home, this episode is a reminder: wealth isn’t just financial. It’s emotional, relational, and spiritual. And if something feels off, it’s not something to outrun — it’s something to address.

True leadership begins with self-awareness.
 Strong relationships require intentionality.
 And real wealth is built through clarity, communication, and connection.

🔗 Connect with Lisa

Learn more at LisaListen.com

• Discovery sessions available
• Books, card decks, and companion workbooks
• Personalized signed copies available
• Coaching for individuals and couples

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

Inspired by The Great American Healthcare Heist, we unpack what’s really happening inside the healthcare system - from surprise billing and prescription pricing practices to profit-driven insurance models and the growing disconnect between patient care and corporate incentives. But this episode isn’t just about the problem. It’s about solutions!

We introduce WellthCare - a patent-pending model designed to work alongside existing health plans to reduce utilization, lower claims, and reward preventative care. Instead of waiting for illness to become expensive, WellthCare incentivizes proactive health engagement.

Employees gain access to:
 • $0 copays for urgent care, primary care, virtual care, and mental health counseling
 • Free lab work
 • Zero-cost prescriptions through an owned pharmacy network
 • Medical bill reduction tools that lower expenses by an average of 70%
 • $1,100+ annually deposited into a SEP IRA
 • $1,300–$2,800 per year in wellness-based store rewards
All with no disruption to the employer’s existing health plan and no out-of-pocket cost to the employer or employee.

Designed for businesses with 10+ W2 employees paying into FICA, this model leverages existing tax credits that reward preventative care and retirement contributions - aligning health and wealth in one strategic benefit structure.

If you’re a business owner looking to reduce long-term healthcare increases, improve employee retention, and strengthen retirement outcomes, this conversation is for you. To learn more or explore whether WellthCare could benefit your company email us!

Hawley Woods Gray
 📧 hawley@womenofwealth.vip

Allie Ramo
 📧 allie@womenofwealth.vip

OR visit https://www.wellthcare.com

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

Dr. Lee shares her remarkable journey from healthcare administration and vocational education to pioneering private-sector solutions for affordable housing. She unpacks how early leadership awareness shaped her career, why recognizing and honing your God-given talents matters, and how defining wealth through purpose - not just profit - creates lasting impact for families and communities. The discussion also dives deep into education reform, school choice, vocational training, and the critical role parents play in shaping long-term outcomes for children. Drawing from her own experience as a mother, educator, and current candidate for Georgia Superintendent of Schools, Dr. Lee makes a compelling case for empowering families with choice, access, and practical pathways to success.

Faith is a central thread throughout the episode, as Dr. Lee shares how it serves as her anchor amid leadership, entrepreneurship, and public scrutiny. She also offers candid advice for women who feel called to start a business - especially mothers balancing family, risk, and vision - reminding listeners that entrepreneurship can be a tool for freedom, flexibility, and generational legacy.

The episode closes with an inspiring look at Concrete Building Financing, a for-profit, mission - driven housing model leveraging real estate and blockchain innovation to address affordability and ownership - proof that capitalism and compassion are not mutually exclusive.

✨ What You’ll Learn in This Episode:

• Why wealth is about meaning, service, and legacy - not just income
• How early leadership awareness can shape lifelong success
• The connection between education access, healthcare, and generational wealth
• Why school choice and vocational training are critical for future readiness
• How faith can anchor leaders through pressure and public scrutiny
• Why entrepreneurship can create more freedom for families, not less
• How private-sector innovation can solve public challenges like housing affordability

🔗 Connect with Dr. Nelva Lee:

• Website: https://www.drnelvalee.com
• Housing Initiative: https://www.concretebuild.org

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

This episode is all about foundational money basics - the building blocks that make investing, retirement planning, and long-term financial freedom feel less intimidating and far more achievable.

What You’ll Learn in This Episode:

• How to budget and actually stick to it - even with inconsistent income
• Why budgeting looks different for entrepreneurs and commission-based earners
• The “pay yourself first” principle and why it matters
• How to save money when everything feels expensive
• Why saving is a system, not a willpower problem
• How much you should really have in an emergency fund - and what it’s for
• Practical strategies for getting out of debt (snowball vs. avalanche)
• Whether you should focus on paying off debt or investing first
• What truly impacts your credit score - and what doesn’t
• How to think strategically about renting vs. buying a home
• Why renting isn’t failure - and homeownership isn’t always wealth-building
• The importance of mindset in every financial decision

Key Takeaways:

• Financial confidence starts with asking better questions
• Money basics create clarity across every stage of wealth building
• ChatGPT can be a helpful starting point - but real wisdom comes from context
• There’s no one-size-fits-all approach to budgeting, saving, or debt
• You’re not alone - conversation and education reduce fear around money

Resources & Mentions:

• ChatGPT as a financial education tool
• Prior Women of Wealth episodes on debt and financial strategy
• Encouragement to seek guidance from trusted professionals and experienced peers

Join the Conversation

Have a money question you want us to cover in a future episode?

📩 Message us on Instagram @wowwomenofwealth
⭐ Leave us a review on your favorite podcast platform
🎧 Listen wherever you stream podcasts
📺 Watch the full episode on YouTube

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

Hanna shares her journey from exploring house hacking to mastering creative finance, transactional lending, and institutional-style acquisitions - all while working a W-2 in the airline industry. Her story is a powerful reminder that wealth-building doesn’t require reckless leaps or overnight exits, but rather discipline, relationships, and strategic use of time.

Throughout the conversation, Hannah breaks down complex concepts like OPM (Other People’s Money), seller financing, double closes, and the Morby Method, making them accessible for everyday investors. She explains how she transitioned from trying to acquire properties herself to becoming a connector—structuring deals, aligning capital partners, and earning through lending, points, and ownership without putting her own cash at risk.

Hanna also speaks candidly about the realities of the journey, including the patience required - logging over 2,000 hours before her first paid deal—and the mindset shifts that helped her persist. Integrity, transparency, and the willingness to say “I don’t know” have been key to building trust and long-term partnerships in an industry often driven by speed over substance.

For listeners interested in passive income, Hanna clarifies what “passive” truly means in real estate, how investors can participate hands-off, and why today’s market allows entry points as low as $5,000. Whether you’re short on time, capital-rich, or simply looking for smarter ways to deploy your money, this episode offers valuable insight into modern real estate investing.

This conversation is especially powerful for women balancing careers, families, and ambition - proof that with creativity and the right network, building wealth is possible without burning out or starting over.

🔑 Topics Covered:

• Building real estate wealth while working full-time
• Creative finance, seller carryback & transactional lending
• Leveraging OPM (Other People’s Money) and OPS (Other People’s Skills)
• What “passive income” really looks like in real estate
• Integrity, relationships, and long-term deal flow
• Entry points for hands-off investors
• Time-blocking, mindset, and consistency in wealth-building

📲 Connect with Hanna Pine:

• Instagram: @hanna.pine
• Email: hannapine@wealthypinecapital.com

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

Mimi shares her powerful journey from teaching in San Diego classrooms to pivoting into financial services after health challenges reshaped her priorities. As a first-generation Vietnamese American, she opens up about cultural barriers around money conversations—especially life insurance—and why changing those narratives is critical for future generations.

This episode dives deep into:

• Why community involvement isn’t optional—it’s essential for sustainable success
• How trust, culture, and language play a role in financial planning
• The difference between transactional marketing and relationship-driven impact
• Why showing up matters more than selling
• How nonprofit engagement strengthens both personal fulfillment and business credibility

Mimi also highlights her work with organizations like Viet Voices, her role in uplifting Vietnamese-owned businesses, and how community connection has expanded her relationships nationally and internationally. From volunteering and grant writing to emceeing cultural festivals, Mimi proves that when you lead with service, trust follows—and so does growth.

To close out the episode, Mimi joins the WOW Lightning Round, sharing her leadership philosophy, productivity hacks, favorite business book, and the money myth she’s ready to see disappear for good.

✨ If you’re a business owner, entrepreneur, or professional looking to build trust, deepen impact, and redefine what wealth really means—this episode is a must-listen.

📲 Connect with Mimi:

• Instagram: @mimosaaaas
• Email: mtran@appreciationfinancial.com

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

Yolanda shares her powerful life journey - from serving nearly a decade in the U.S. Air Force, to raising three incredible children, becoming a grandmother, and building long-term wealth through real estate investing. Along the way, she discovered a calling to help women who feel stuck learn how to stop talking about change - and start deciding to change.

At the heart of the conversation is Yolanda’s signature framework, “The Pivot Decision.” She explains why pivoting alone isn’t enough - the real transformation happens when you make the decision to pivot, even before everything feels clear or perfect.

This episode dives into:

• How to recognize when you’re ready for a pivot
• Why clarity begins with quiet—and how to create space for it
• The power of Yolanda’s L-framework (Listen, Learn, Lean In, Let Go, Let In)
• Why “letting yourself in” may be the most important step of all
• How women can redefine their relationship with money by assigning it meaning
• A preview of Yolanda’s upcoming book, F Is for Finance, and why finances should feel fun, not fearful
• How faith, values, and intention guide smarter financial and life decisions

Yolanda also opens up about working one-on-one with women in six-month and one-year coaching containers, designed to help clients fully step into their authentic identity and build a life that reflects who they truly are - from the inside out.

✨ If you’ve been feeling nudged toward something more - but haven’t quite made the move - this episode is your reminder that you don’t need permission… you need a decision.

🔗 Connect with Yolanda Davis

• Email: contactyolanda@yahoo.com
• Be on the lookout for her upcoming book: F Is for Finance

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

Throughout the conversation, Kimberley challenges women to stop shrinking, stop apologizing, and start taking up space. From body language and confidence cues to redefining what it means to be “high maintenance” for yourself, this episode is packed with practical wisdom and real-life examples women can apply immediately.

Kimberley and Hawley also dive into:

• Why entrepreneurship is the greatest education you’ll ever pay for
• The importance of learning from failure instead of fearing it
• How women undervalue themselves—and how to change that narrative
• Raising children in entrepreneurship and modeling ownership and leadership
• Navigating business with a spouse and claiming the CEO seat with confidence
• Why community, advocacy, and the right rooms matter for women building wealth
• The critical differences between coaches, consultants, mentors, and advocates

Kimberley closes by sharing how women can connect with her through her free community, The Hive Hangout, and her podcast Superheroes in Heels, continuing the mission of empowering women to lead boldly, confidently, and unapologetically.

✨ This episode is a must-listen for women ready to stop playing small, own their voice, and build wealth with confidence and clarity.

🔗 Connect with Kimberley Borgens

• Website & Free Resources: KimberleyBorgens.com
• Podcast: Superheroes in Heels with Kimberley Borgens
• Community: The Hive Hangout

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

Carrie shares her own journey from “financial mess” to full transformation through coaching, and explains how her background as an educator (yes—kindergarten!) shaped her signature approach: making money simple, approachable, and emotionally safe. Together, you’ll unpack common myths about budgeting, how mental health practices like meditation can support financial clarity, and why everyone needs at least one financial confidant.

The conversation also goes deep on relationships and money—including how family history and financial trauma can show up in marriage, what it really takes to align goals as a couple, and practical strategies to prevent the big blow-ups before they start.

In this episode, you’ll learn:

• Why money feels so emotional—and how to move from avoidance to empowerment
• The myth that “budgeting means you’ll never have fun again” (and what to do instead)
• Carrie’s concept of a financial confidant and why it can change everything
• The #1 hidden issue couples face: different money histories + unspoken expectations
• How to align financial goals while still honoring individual dreams
• A practical savings framework (three distinct savings “buckets”/accounts)
• How to set spending agreements that reduce conflict and build trust

Resources mentioned:

• Carrie Friedberg’s website: sfmoneycoach.com
• Book: At Peace With Money: A Holistic Roadmap to Financial Wellness (pre-sale available on Amazon & Barnes & Noble)
• Email: carrie@sfmoneycoach.com
• Free tool: “Financial Partnership Questions” (downloadable on Carrie’s website)

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

She opens up about turning a gender discrimination lawsuit into fuel, competing and promoting in the bodybuilding world, pivoting during COVID into women’s empowerment, and now leading the Abundant Life Expo focused on health and wealth. Lauren and Hawley talk about faith over fear, shifting from lack to abundance, and what it really takes to walk into any room like Wonder Woman—spiritually, mentally, emotionally, and physically.

What We Cover in This Episode

• Lauren’s journey from firefighter to 10x bodybuilding champion—and how discrimination pushed her into her true strength.
• The politics of competitive bodybuilding and why she chose to create her own athlete-centered events.
• Pivoting during COVID from fitness competitions to women’s empowerment and now to health-and-wealth-focused events.
• How faith has always been present in her story—even before she had language for it—and why she now gives God all the glory.
• Practical confidence habits: self-talk, body language, how you enter a room, and why what you wear can become part of your message.
• Using your personal brand—like Lauren’s cross earrings and scripture necklace—to open doors and conversations about faith and purpose.
• How she keeps her body camera-ready in her 60s through simple daily habits, flexibility, movement, and mindset (including birthday cake with grace!).
• Shifting from a scarcity mentality to an abundance mindset and why Lauren says yes to opportunities, not just dollar signs.
• The heart behind her Abundant Life Expo and how she’s bringing health and wealth leaders under one roof.

Guest Links & Resources

• Connect with Dr. Lauren Powers:
  Website & events: laurenpowers.com
• Grab her book:
  Beneath the Muscle: Unleash Your Inner Champion – free digital download at beneaththemuscle.com

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

June shares how she rebuilt her life, repaired her credit, and learned real estate “from the backside in” working with an investor–then turned that knowledge into a top-performing team built on relationships, referrals, and community impact, not cold leads. She opens up about winning Best of Greeley, Colorado multiple years in a row, what it really takes to create a winning team culture, and why she’d rather pour into her past clients than pay for online leads.

For women who are first-time homebuyers, entrepreneurs, or simply curious about using real estate as a wealth vehicle, June breaks down practical strategies—from buying your first home, to house hacking with duplexes, to using DSCR loans and smart credit rebuilding to get in the game sooner than you think. She also gets real about balance, what happened when she lost 120 pounds, and why delegation, boundaries, and a strong morning routine have been key to sustaining seven-figure success.

In This Episode, You’ll Hear:

• How June learned real estate through investment properties first, and why that shaped her passion for generational wealth.
• Why 86% of her business comes from past clients—and how client events, VIP experiences, and genuine relationships outperform internet leads.
• The culture equation behind June’s team: high standards, positivity, continuous growth (“green and growing, not ripe and rotten”), and the golden rule.
• Practical ideas for community-based marketing: seasonal events, charity tables, local women-in-business groups, and creating experiences your clients never forget.
• How June teaches first-time homebuyers to prepare: credit rebuilding, financial peace principles, and matching the right lender and loan product to each person.
• A simple breakdown of house hacking and DSCR loans—including examples of clients who went from first home to multiple rentals and no house payment.
• June’s honest take on 50-year mortgages, refinancing, and how to think long-term about interest, payments, and wealth building.
• The truth about balance as a single mom and business owner, why her health suffered, and how losing 120 pounds and prioritizing her morning routine changed everything.
• A powerful mindset reframe around time, delegation, and hiring your first assistant so you can double your impact without burning out.
• June’s favorite money book, Secrets of the Millionaire Mind, and her core belief that anyone can build wealth if they’re willing to learn and take action—no matter where they started.

Connect with June

• Website: JuneLemmings.com
• Social: June’s Team on Facebook, Instagram & LinkedIn
• Office: (970) 573-5791 (Mon–Fri, 8:30am–5:30pm MT)

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

We dive into the origins of health management plans within the Affordable Care Act and explain how LHMP evolved into a comprehensive solution that blends preventive healthcare, real-time medical access, mental health support, and retirement savings into one seamless experience.

🔹 What Employees Receive:

• Zero copays
• Free prescriptions
• 24/7 telehealth access (great for parents, late-night worries, or stubborn spouses!)
• Zero-cost lab testing & mental health visits
• A physician-reviewed, personalized care plan
• An FSA funded with pre-tax dollars for everyday essentials
• Employer-funded SEP IRA contributions to build long-term retirement wealth
• Access to the Medical Bill Eraser & Care Advocate — a powerful benefit few know exists

🔹 What Employers Gain:

• Lower turnover through meaningful benefits
• Improved productivity with proactive healthcare
• Potential 20–30% long-term healthcare savings
• Section 125 savings that flow back to the employees
• Stronger retention + a major hiring advantage
• Alignment with the SECURE Act 2.0, DOL, and ACA requirements
• Step-by-step support from the Linqqs business concierge team
• Potential tax credits that may offset setup fees entirely

🔹 Who LHMP Is For

LHMP is designed for businesses with:

• 10+ W-2 employees
• Employees earning at least $4,000/year
  (Linqqs is actively working to expand eligibility to match upcoming SECURE Act 2.0 standards.)

🔹 How Enrollment Works

Hawley and Allie walk you through the streamlined process:

1. Business owner completes a quick questionnaire
2. A 30–40 minute expert presentation
3. Census review to determine eligibility & savings
4. Creation of a benefits summary
5. 4–6 week employee education period
6. Open enrollment
7. Continued support for business owners + employees

🔹 Why This Matters Now

With rising healthcare costs, workforce shortages, and Social Security projected to reduce benefits by 2033, employees need preventive health support and private retirement strategies more than ever. LHMP offers both—beautifully packaged, fully compliant, and incredibly accessible.

Want to find out if your business qualifies for the Linqqs Health Management Plan?
Click the link below to schedule your LHMP Questionnaire + Expert Presentation.

👉 https://book.appreciationfinancial.com/widget/bookings/15-minute-consultation-aramo

Watch this youtube video for more information: 
https://www.youtube.com/watch?v=WSbwdOHCUJc

You can also connect with us on social media (@wowwomenofwealth) or reach out directly through the Women of Wealth platforms to get started!

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

You’ll hear how Vee went from running a photo booth side business to building a thriving book of business with Appreciation Financial, helping teachers and public employees understand their pensions, retirement options, and the power of guarantees. She talks candidly about making mistakes, being trained (and then becoming a trainer herself), and why she believes insurance is one of the best entry points into entrepreneurship - especially for women and moms who crave flexibility and financial independence.

This episode is a must-listen if you’re considering a career change, want more control over your time, or you’re curious what’s actually possible in your first year as a life insurance agent.

Who This Episode Is For

• Women who are burned out in corporate and craving more flexibility and upside.
• Moms who want to be present for their kids and build serious income.
• Side-hustlers wondering if it’s time to turn “extra cash” into a true career.
• Anyone curious what it really looks like to build a six-figure business in year one of life insurance.

Connect with Vee Jones

• Facebook: Vee Jones (V E E Jones)
• Instagram: v.jones_5
• Email: VerdelleJones@appreciationfinancial.com

Vee is happy to connect, answer questions, and share more about her journey into life insurance and entrepreneurship.

Connect with Women of Wealth:

• Follow Women of Wealth on your favorite podcast platform
• Connect with Hawley Woods Gray & Allie Ramo on social media
• Share this episode with someone who’s thinking about a career change or looking for a way to never be laid off again

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

We dig into data privacy (and why YOU should bring your own “key” to the internet), practical founder guidance - get advice before you get capital - and what wealth really means beyond account balances: the disciplines and behaviors we pass to the next generation.

What you’ll learn:

• Wealth build vs. wealth transfer: Why most transfer dollars land with Gen X...and how Gen Z/Millennials are creating wealth sooner.
• Behavior > charts: The emerging wave of behavioral wealth tech that personalizes goals, spending, and giving (think donor-advised funds for everyone).
• Founders’ first move: Don’t raise yet - structure your money with a wealth advisor (bot, hybrid, or human) before you take outside capital.
• Data privacy 101: The case for user-controlled digital vaults and better everyday habits (passwords, voice/face risks, cookie fatigue).
• Women & funding: We often ask for less - how to flip that mindset and request what the business truly needs.

Pam’s startup tip:

Pam’s favorite planning tool for new founders: LivePlan - to draft the plan, build budgets, and model the business without gnarly spreadsheets.

Connect with Pam:

• LinkedIn: Pam Cytron (active and responsive)
• Email: Pamela@thefoundersarena.com

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

What You’ll Learn:

• Price for your worth: Why “staying affordable” doesn’t mean undercharging - and how to create accessible options without giving away the farm.
• CEO mindset for solopreneurs: Delegate micro-tasks, protect strategy time, and stop perfecting what never gets launched.
• From connections to referrals: The Power Partners & Rich Referrals approach to intentional, values-aligned networking.
• Own your experience: Count your 15–20+ years of professional expertise when you set pricing and positioning.
• Design your leadership style: Build offers, teams, and schedules around your strengths to prevent burnout.
• Real relationships > more noise: Use email and thoughtful outreach to deepen connection in a social-first world.
• Work–life harmony: Cultivate friendships outside of business and protect a personal life that isn’t ruled by someone else’s calendar.

Markey’s Frameworks & Offers Mentioned:

• Path to Prosperity: Know your people → message to their pain points → design real solutions → structure pricing → nurture referrals.
• Power Partners & Rich Referrals (course): Build intentional partner ecosystems so clients come to you.
  • Enroll here: Power Partners & Rich Referrals
• Free Webinar: Connection Advantage
• Books:
  • Launch, Grow & Prosper as a Woman Solopreneur
  • Leadership Styles (Jungian-based personality insights for leading as yourself)

Connect with Markey:
Website: mrgrp-us.com
1:1 or Speaking: Inquire via website contact form

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

💎 Meet Our Guest

Holly Perry
A former licensed social worker turned insurance industry leader, Holly Perry brings over 13 years of experience to her role as Co-Founder and COO of Great Vista Education & Technology. What began as a small appointment-setting service has grown into a nationwide organization specializing in ACA, Medicare, and Final Expense training and support. With a heart for people and a mind for systems, Holly is passionate about helping agents grow through leadership, structure, and values-based success.

💬 Episode Highlights
• How a social worker’s heart led to a thriving business in insurance
• The story behind Great Vista’s growth and what makes it unique
• Leadership lessons in trust, adaptability, and divine timing
• Building systems that scale while staying true to your purpose
• Daily habits, mentors, and books that have shaped her journey

✨ Whether you’re a new agent, a seasoned leader, or someone building a business from the ground up—this episode is a masterclass in balancing purpose, perseverance, and process.

If you'd like to get in touch with Holly, you can reach her via text or email:
Holly Perry
text only: 423-341-1297
email: hperry@greatvistaagency.com

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

💎 Meet the Guests

Beverley Crane
Born and raised in the United Kingdom, Beverley is a vibrant community leader, choir singer, and survivor whose life is a testimony of faith and perseverance. Married to her husband Keith, she dedicates her life to serving others through compassion and purpose—helping families plan ahead so their loved ones are cared for during life’s hardest seasons.

Amanda Frendberg
A licensed Life and Health Insurance Agent specializing in Final Expense and Medicare sales, Amanda is a single mom whose resilience and faith led her from rebuilding after hardship to leading a million-dollar-producing team. Now based in Johnson City, Tennessee, she inspires women to pray relentlessly, work relentlessly, and protect their families’ financial futures.

💬 Episode Highlights
• The true meaning of “Final Expense” and why early planning matters
• Common misconceptions that cost families peace of mind
• Real client stories that show the impact of preparation
• Faith, friendship, and finding purpose in every season
• How women can build thriving insurance careers with heart

✨ Whether you’re an agent, caregiver, or someone who wants to protect your loved ones—this conversation will remind you that wealth isn’t just about money; it’s about legacy and love.

📲 Connect with Our Guests
👉 Amanda Frendberg – Instagram: @missrelentlessaf
| Email: amanda.frenberg@gmail.com
| Phone: (704) 223-3680
👉 Beverley Crane – Email: beverleyrg@msn.com
| Facebook: Keith Crane
| Instagram: @keith.crane266

🎧 Listen to Women of Wealth on all podcast platforms
Apple | Spotify | Amazon Music | YouTube

📌 Subscribe & Follow Women of Wealth:
Instagram → @wowwomenofwealth
YouTube → Women of Wealth
Facebook → Women of Wealth WOW

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

We touch on the phases of retirement, preparing for life transitions, and why asking better questions leads to better decisions. Robin also introduces her resource, “12 Questions to Ask Any Advisor,” designed to help listeners evaluate fit, service, and communication style. This conversation is educational in nature and focuses on frameworks, teamwork, and readiness—so you can begin with the end in mind and navigate change with confidence.

Connect with Robin: LinkedIn (Robin Edgar)
Websites: wealthprogressiongroup.com and robinedgar.net
Email: robin.edgar@wealthprogressiongroup.com

**Because investor situations and objectives vary the information on this page is not intended to indicate suitability for any individual investor.

The information herein has been prepared for educational purposes only and does not constitute an offer to purchase or sell investments.

This material is not to be interpreted as tax or legal advice. Please speak with your own tax and legal advisors for advice/guidance regarding your particular situation. Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. [Insert DBA name here] is independent of CIS and CAM.

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

If you’ve ever wondered what the difference is between term and permanent life insurance, or how living benefits can protect you long before you pass away, this conversation is your guide. Using their signature “umbrella” analogy, Hawley and Allie break down how each type of policy works, when to use them, and why having both might be the smartest move for building lasting wealth.

They share real-life examples - from Walt Disney and Ray Kroc to Hawley’s own family - illustrating how life insurance can fund dreams, safeguard your health, and protect your legacy. You’ll also hear how policies today go far beyond traditional coverage, offering benefits for critical illness, Alzheimer’s, fertility treatments, and more.

Whether you’re a young professional, parent, or entrepreneur, this episode will help you see life insurance not as an expense...but as an essential tool for freedom, security, and wealth building.

🎧 Tune in to learn:

• The difference between term and permanent life insurance
• How living benefits actually work
• Why some of the world’s greatest entrepreneurs leveraged their life insurance
• The surprising ways parents can use policies for college funding or business startup capital
• How to decide which policy (or combination) is best for you

💬 Ready to explore your options? Connect with the Women of Wealth team for a complimentary legacy and wealth planning session!

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

Neetu shares how she went from “accidental model” to pageant winner and founder of two impact-driven brands: The Success Door, empowering youth with strengths-based, purpose projects, and FLY Showcase, a platform for aspiring models of all ages, sizes, and backgrounds. We dig into authenticity, learning on repeat, charging for your value as your skills grow, and why the “overnight success” is a myth.

In this episode, you’ll learn:

• A step-by-step way to build (not “find”) confidence
• How to design purpose-driven projects that unlock potential (for teens & adults)
• The role of consistency and lifelong learning in real transformation
• Pricing your value—moving from $10/hr to $225/hr with intention and skill
• Handling criticism while you grow—and staying authentic

Connect with Neetu:
Search “Neetu Rishi” on LinkedIn, Instagram, and Facebook, and find her YouTube channel as “NEETUBE.” Check out her talk show: The Passionpreneur Show with Neetu Rishi.

If this episode helped you level up your mindset, follow/subscribe to Women of Wealth on your favorite podcast platform and leave us a review. Share it with a friend who needs a confidence boost today!

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

In this conversation, Jena shares her own “spiritual breakdown to breakthrough,” explains how shame often hides inside self-abandonment, and introduces her 7-step Detachment Method to help you shift in real time. Together, we explore the 4 Ego Archetypes, the power of stillness during burnout, and how to recognize when you’re out of alignment in your business, relationships, and identity. 

What you’ll learn:

• The 4 ego archetypes and 15 ego “tricks” that signal you’re coping, not creating
• Why shame is built on self-abandonment and how to neutralize it
• A practical question to reset: “Am I coming from ego or essence?”
• Why stillness can be the ultimate productivity tool during burnout
• How to spot misalignment in work or relationships and give yourself permission to evolve

If you’ve done “all the work” and still feel stuck, this episode will give you the tools, clarity, and courage to break through.

Connect with Jena Loren:

• Website: JenaLoren.com
• Free Quiz: quiz.bravemasters.com
• Instagram: @iamjenaloren

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

Through her platform at WomensWealthSecrets.com she covers all of the money and financial aspects of both business and personal finance- from teaching individuals financial confidence up to helping her small and medium size business client’s scale past the 7 figure mark. Deborah is a speaker, author of 100 Innovative Ways to make more Profit and the soon to be released “Women’s Wealth Secrets” and host of the podcast show “Money Without Limits”. Deborah’s goal is to change the Money conversation especially for Women --to support her belief that when one of us prospers, we all do.

Resources + replay: DeborahDaniel.com

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

Your Gen X host Hawley Woods Gray and millennial co-host Alexandra “Allie” Ramo unpack the “Peak 65” moment (12,000 boomers turning 65 every day), why nearly 40% of today’s financial professionals are set to retire, and how that creates career pathways not just in sales—but in claims, product, underwriting, service, tech, marketing, leadership, and more. We get real about living benefits (it’s not “death insurance” anymore), residual income and flexibility for family life, and the human side of this work—like Hawley’s client stories (Chanel’s life-changing living-benefits claim and Lynn’s pension review that made retirement possible).

Plus: how the industry modernized post-pandemic (e-apps, virtual meetings), why women are in demand, and the fun stuff no one talks about (company trips, team culture, friendly competitions).

If you’ve ever thought “insurance sounds boring,” this episode might flip that script.

Episode Highlights

• What “Peak 65” means—and why it’s a once-in-a-generation career wave
• The coming talent gap across the entire insurance ecosystem (not just agents)
• Living benefits explained: protection you don’t have to die to use
• Flexibility & residuals: building a life and income you control
• Real client wins: Chanel’s living-benefits claim; Lynn’s “you can retire” moment
• Beyond life insurance: Medicare, long-term care, auto/home, group benefits & more
• Post-pandemic modernization: e-apps, remote verification, digital education
• Culture & perks: incentive trips, team activities, and why this work has heart
• Calling future talent: Hawley’s Intern-to-Entrepreneur campus program (see dates below)

Campus Pop-Ups & Recruiting

• UNLV (Las Vegas): September 10, 2025
• San Diego (End of October 2025)
  Watch @wowwomenofwealth for details. Not a student? Most campus career events allow community attendance—check the sign-up.

Call to Action

• Got questions or want to explore roles (sales or corporate)? DM us on Instagram or YouTube: @wowwomenofwealth
• Educator or public-sector employee? Ask about pension reviews and living benefits.
• Interested in the Intern-to-Entrepreneur track? Message “INTERNSHIP” on IG.

Connect with Women of Wealth

• Instagram & YouTube: @wowwomenofwealth
• Website: womenofwealth.vip
• Business inquiries & speaking: DM on Instagram

Disclaimers

This content is for educational purposes only and not financial, tax, or legal advice. Product availability, features, and suitability vary by state and carrier. Consult a licensed professional for your specific situation.

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

Discover how Virginia tackled economic downturns, pivoted her business focus, and the secrets behind building emotional brand connections. Plus, get her top advice for solopreneurs and insights on AI's role in branding. We also explore her heartfelt work with The Invisible Enemy, advocating for veterans' rights. Don’t miss the lightning round where Virginia shares her financial wisdom!

Connect with Virginia:
Website
LinkedIn
theinvisibleenemy.org

Office phone: (702) 257-2345

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

Celeste Interrante's Bio:
Celeste is a dynamic entrepreneur with a history of building two multi seven-figure businesses. Balancing the joys of family, including two grown children, a grandson, and two beloved dogs, she leads with purpose in both life and business. Passionate about music, food, travel, and sports, she brings a zest for life to everything she does. Motivated by a desire to disrupt the status quo, Celeste embarked on her latest venture with a vision to make a lasting impact, breaking through barriers in a male-dominated industry while continuing to inspire others with her resilience and bold leadership.

Connect with Celeste:
Website
Facebook
Instagram
TikTok
LinkedIn

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

We dive into the bustling Las Vegas market, the art of balancing work with a spouse, and the importance of communication in real estate. Plus, Ali reveals her financial goals for 2025! Whether you're a budding entrepreneur or a real estate enthusiast, this episode is packed with insights and advice to fuel your own entrepreneurial journey. Tune in for a wealth of wisdom and a dash of fun!

Connect with Ali:
Website: kleinteamnv.com
Email: Ali@thekleinteamnv.com
Phone: 702-499-1235

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

Over the past five years, she has helped hundreds of women, including CEOs, executives, and entrepreneurs, reclaim their energy, mental clarity, and confidence—allowing them to scale their businesses, increase revenue, and build lasting wealth without sacrificing their health. Using a holistic and science-driven approach, Miki empowers women to optimize their well-being so they can thrive in both life and business—without burnout or compromise.

Special Offer:
Exclusive for Listeners: Get a FREE 20-minute consultation with Miki!

Discover where you stand in your health journey and uncover the challenges holding you back. Take the first step toward optimizing your energy, hormones, and overall well-being: www.alacarte.health

Connect with Miki:
Website

Facebook 

Instagram

LinkedIn

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

In this episode, we explore the ins and outs of traditional marketplace plans versus alternative options like indemnity plans and health shares. What are the real costs, and how can you save? Nylene breaks it all down, sharing personal stories like her husband's knee surgery that had zero out-of-pocket expenses.

We wrap up with a lightning round of finance tips—cash over credit, real estate over stocks—and Nylene's golden rule: never live beyond your means. Tune in to make informed decisions about your health insurance!

Nylene Ellingson's Bio:
My name is Nylene Ellingson. I got into insurance 9 years ago. I was a dental hygienist at the time. I loved the idea of something more flexible that allowed me to work around my families schedule. I have a husband and 4 children. My husband and I had always been privately insured. I know firsthand how hard it can be to not only know what your options are for healthcare, but to navigate finding what works best for your situation. One of the things I love most about what I do is helping people find what meets their needs and budgets best, and I do not charge the client anything. I get paid by whatever plan they choose. 

Connect with Nylene:
Phone: 480-216-6426 
Email: nylene@sisbroker.com

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

Unison shares her top tips, like using apps such as Paper Karma and Everlance, and her personal "bye-bye box" strategy. She dives into digital decluttering and organizing business spaces, even offering advice on keeping your car—a mobile office for many—tidy and efficient. Plus, you'll hear about her ambitious goal to sell 1,000 planners designed to help women streamline their lives. Don't miss this episode packed with practical advice to boost your productivity and creativity!

Unison Frances Colthurst's Bio:
I’m Unison Frances, a certified professional organizer, decluttering expert, and your go-to guru for What’s Got to Go-Go. You’ve built—or are building—a life of wealth, success, and opportunity. But let’s be real: clutter isn’t just taking up space in your home; it’s taking up mental space, slowing you down, clouding your creativity, and keeping you from operating at your highest level.

Your time is your most valuable asset, and every piece of clutter is a tiny energy leak—distracting you, draining your focus, and keeping you stuck in the past instead of creating your next big win. Whether it’s unopened boxes, overstuffed closets, or digital chaos, I help high-achieving women like you clear the excess so you can think clearer, work smarter, and move faster toward the life you actually want.

Through my signature planner The Year She Let It Go, my membership community, and my high-energy virtual happy hours, I guide women through a transformational process of decluttering—not just their spaces, but their minds and energy too. Because wealth isn’t just about money; it’s about freedom. And nothing steals your freedom like a home (or a mind) full of unfinished business.

You weren’t meant to waste time searching for your keys, feeling guilty about the things you “should” deal with, or drowning in a space that doesn’t support your next level. You’re here to create, lead, innovate, and make an impact. Let’s clear the clutter, reclaim your energy, and open up space for more of what truly moves the needle in your life.

Success loves clarity—so let’s make room for more of that.

Special Offers from Unison:
The Free Energetic Decluttering Checklist

Clutter isn’t just physical—it’s energetic, and it could be blocking what you truly want in life. Whether you're calling in love, health, wealth, or creativity, this checklist will help you clear the path and make space for more of what lights you up.

✨ Want to attract more love? Start with the emotional decluttering checklist.

💪 Ready to boost your health? The physical decluttering section is for you.

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Clear your space, shift your energy, and open the door to your next-level life. Grab your checklist here: https://gogoddess.myflodesk.com/declutteringchecklist

The Year She Let It Go Planner

This isn’t just a planner—it’s a roadmap to a lighter, more intentional life. The Year She Let It Go guides you through a month-by-month decluttering journey, helping you clear out what no longer serves you so you can create space for what does.

📅 One room per month, so you never feel overwhelmed.

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Connect with Unison:
-Website

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-Instagram

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For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

Discover the historical roots of life insurance and how its purpose has evolved from mere protection to a vehicle for financial growth. Brittany unpacks the living benefits of life insurance, especially for women, and shares eye-opening strategies like leveraging cash value for entrepreneurship or education.

We also tackle common misconceptions and the pitfalls of relying on platforms like GoFundMe for emergencies. Brittany's insights into intergenerational financial planning and high-net-worth strategies are not to be missed. Tune in for a lightning round that showcases Brittany's personal financial wisdom. 

Brittany Russo's Bio:

Brittany Russo is a Director of Sales & Distribution celebrating her 13th year as a member of the National Life Group family. Brittany started her career as an independent agent with New York Life, where her desire for helping clients secure their financial future began. As an enthusiastic public speaker, Brittany excels in motivating and educating advisors across the country to find their passion in helping others. She naturally brings awareness to the benefits of life insurance and annuities, teaching agents how to protect the lives and futures of their clients.

Brittany first started her National Life Journey as a member of the Life and Annuity Sales desk in Montpelier and is currently a proud member of the Strategic Thinking Institute and previous leader of NLG’s Women’s Inclusion Network.

A graduate of Norwich University, Brittany has a Master’s in Business Administration Project Management and a BS in Business Administration & Marketing. She is excited by the most recent accomplishment of her ChLF designation with The American College of Financial Services. Although born in Las Vegas, Brittany was raised in rural Vermont and now resides in Los Angeles with her husband Michael. Brittany enjoys spending time at Dodger games, exploring other countries, and visiting Vermont as often as possible.

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

Michelle Jacobik's Bio:
Michelle Jacobik is a Business Profitability Strategist, Award-Winning Author, and Motivational Speaker. With over three decades of entrepreneurial experience, she specializes in helping business owners align their vision with their financial strategy, transforming businesses from surviving to thriving. Known for her innovative "EnVision" process, Michelle empowers clients to create clear financial roadmaps that foster growth and profitability, while maintaining work-life balance.

Michelle's own journey began after overcoming significant personal debt, eventually purchasing the insurance agency she worked for and then scaling her insurance business from $600k to over $12 million in annual revenue. Now, she shares her expertise through her programs, speaking engagements, and her books, The Path to Profits and Prosperity After Divorce:Take Charge Of Your Finances & ReCreate The Life You Want. Her work has been featured in major media outlets like ABC, CBS, Fox as well as Entrepreneur Magazine and Thrive Global.

Michelle's hands-on, empathetic approach is a lifeline for entrepreneurs looking to break free from feast-and-famine cycles, create consistent income, and achieve both professional success and personal fulfillment​​​​.

Connect with Michelle:
Special Offer for listeners! Schedule a 1 to 1 call with Michelle! Book HERE!
Website: www.MichelleJacobik.com
Facebook: @michellejacobik
Instagram: @michellejacobik
LinkedIn: @michellejacobik

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

In this enlightening discussion, we’ll uncover the unique challenges and strategies involved in communicating Medicare and Medicaid services to Spanish-speaking populations. Linda will share her wealth of expertise from various industries, detailing how she has expanded different markets to achieve the goals of each company. Learn how she leverages this knowledge to ensure Spanish speakers have access to crucial Medicare resources through Exact Medicare.

Kickstart your year with valuable insights and inspiration! Don’t forget to connect with us on social media, and remember, your financial future is in your hands.

Penny Moreno's Bio:

Penny Moreno is an AVP (Agent Vice President) with Appreciation Financial, Financial Services, and Insurance. Specializing in retirement planning. She is currently a producer and a co-leader of a team of quality agents, meanwhile recruiting and training new agents. Penny believes it's never too late to start planning. Evaluating folk's retirement plans, even if they don't have one, is the starting point for providing solutions for her clients and achieving their retirement goals. Her goal is to provide relief, solutions, and a plan and never make a client feel it's too late to plan for the future. When Penny is not working as a financial services agent, she is a wife, a mom of two young children, and an avid golfer.

Connect with Penny:

-Free consultations are available by emailing Penny at pmoreno@appreciationfinancial.com or by texting her at 619-279-0761 key phrase podcast listener

Midlinda (Linda) Sanchez's Bio:

Hello, my name is Midlinda Sanchez (preferably- Linda) and I am currently the Spanish Market Manager for Exact Medicare. I have been entrusted as of March 2024 to build the Spanish Division of the Business here at Exact Benefits Group and handle most aspects of it - I am new to the Industry but not new to Sales. I am passionate about looking for ways to grow this underserved market by assisting Spanish Beneficiaries in receiving exceptional care by our professional Bilingual Medicare Licensed Agents in choosing the very best Individualized Healthcare Plan choice for them. I've been in Sales all my life, in many different fields ( Retail, Direct, Financial, MSB & now Health Insurance) and I thrive most when it is serving a purpose in the Hispanic Community. I've ranked amongst the Top Performers in previous Sales positions and plan on making sure that this Dept has all it needs to succeed as well! Those accomplishments have allowed me to take multiple trips and one of my most memorable ones was going on a Disney Cruise filled with "Adults Only" to the Bahamas & a near Private Island (as one of the youngest AVON District Managers). I am a Single Christian mom to 3 & love creating great memories with Family, serving in Church, Indulging in Travel and baking intricate cakes when I have the time. My oldest son is actually the Director of IT for Exact Medicare as well as the Young Adults Director at our church. My middle female child loves non-profit work and serving the Community & my youngest female child is currently thriving to be the best version of herself through these confusing teenage years. Both my girls have beautiful voices and use them in church for worship and volunteer as well. All 3 are also a beautiful testament & reflection of the focus I've put on them through the years. A great part of me loves encouraging other females to be the Very Best Version of themselves no matter their past circumstances. One of my Biggest Personal accomplishments was setting a goal to purchase & fully pay for my own home after my divorce, and to do it in 5 years. I accomplished it in 3 (by putting every bonus I received into the principal without hesitation). What do I aspire to accomplish next? Continuous growth and to always be the best example possible to my children while also finding the right balance to always be present for them (especially now that I've been made a grandma as well) to my little Ellie-Bellie!

Connect with Linda:

-FREE MEDICARE BENEFIT REVIEW IN SPANISH OR ENGLISH

WWW.EXACTMEDICARE.COM

- LinkedIn: @lindasanchez

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

Join us as Jill unravels the secrets of crafting a compelling message that not only solves problems but positions you as an expert. Learn how to stay ahead in the media game, using tools like Google Alerts to capitalize on trending topics. Jill shares inspiring success stories and offers a free publicity action guide to get you started.

Don't miss the chance to elevate your brand and boost your visibility with Jill's expert insights. Tune in now for a blend of wisdom, wit, and actionable strategies!

Jill Lublin's Bio:
Jill Lublin is a 25+
year Media Magnet. She is a world-renowned publicity expert,
international speaker and 4x Best Selling author. Jill has made
thousands of stage appearances alongside celebrities such as Tony
Robbins, Barbara Corcoran and Jack Canfield, to name a few. She has
worked with over 100,000 clients implementing her signature formula for
getting media attention, creating next-level visibility in the
marketplace that results in boosted sales. These lead and profit
generating formulas are included in her signature program, the Media Mastery Intensive and her monthly Kindness Circles.

Connect with Jill:
Jill's Publicity Action Guide - https://PublicityCrashCourse.com/freegift
Email: support@JillLublin.com Phone: 415-883-5455
X: @jilllublin

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

We'll unravel the Corporate Transparency Act's requirements for business owners and explore tax credits that reward companies for matching employee retirement contributions. Curious about the new catch-up contributions for those aged 60-63 or converting 529 plans to Roth IRAs? We've got you covered!

Plus, we tackle the economic landscape, from national debt to student loan forgiveness, and highlight the crucial Employee Retention Credit for pandemic-affected businesses. Stay informed, stay engaged, and join us on our new YouTube channel for more insights.

Schedule an appointment or contact us at https://womenofwealth.vip if you want help filing your Corporate Transparency/BOIR Filing by January 1st.

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

Desiree also shares her pandemic pivot strategies and her passion for empowering women, especially women of color, in the real estate sector. Tune in to hear how syndication can be a game-changer for financial independence and legacy-building. Plus, catch Desiree's quick-fire insights on her financial goals and her mission to uplift others through her success. Don't miss this empowering episode packed with actionable insights!

Desiree Doubrox's Bio:
Investing in Real Estate, Private Lending, Raising Capital and Syndication is the name of her game. Starting in 1989 Desiree has been a realtor, broker and investor with experience in fix and flips, Multi residential, notes, NNN, short term rentals and raising millions for syndications

As an entrepreneur since the age of 12, she has never had a W2 and has navigated the art of business, as a coach, speaker, podcast host and publisher of “Let’s Talk Success“ magazine.

Mother, yogi, traveler, and determined to change the way business professionals and entrepreneurs live and work Desiree launched HomWork in 2018.

Acquiring properties that they can remodel and re-market to digital nomads and remote workers can... Live where you work. Work where you live. Anywhere in the world.

Partnering with Outsite.co, they have over 50 properties in 17 countries and have recently launched a fund to raise 10 million dollars for future acquisitions. Allowing passive investors to receive consistent dividends and healthy returns in 3-5 years.

Connect with Desiree:
Desiree@HomWork.com
Phone: 818-292-5559

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

Listen in as Izzy breaks down the nuts and bolts of debt settlement, from negotiating with creditors to understanding its impact on your credit score. Plus, she shares savvy tips for navigating holiday spending without sinking into debt. Whether you're curious about student loan solutions or looking for practical financial tips, this episode is packed with insights to help you manage and reduce debt effectively.

Izzy Cheptea's Bio:

Izzy is originally from Bucharest, Romania but has lived in Las Vegas, Nevada for 25 years. Izzy has a passion for sales with over 15 years of experience in sales management as well as recruiting and client support. Currently, Izzy is the Director of Sales at Relief Strategies, focusing on driving sales performance, providing training to the team and helping clients get out of debt every day! Known for her dedication, Izzy embraces her workaholic, shopaholic, and coffee-loving nature while also being an avid cook in her free time and spending time with her 3 cats!

Connect with Izzy:

Website: Izzy@reliefstrategies.com 

Book a free debt consultation with me today! Click on my link below to book some time on my calendar.

https://bd.reliefstrategies.com/widget/booking/nq3rJzqRyYhwk30quuVW

LinkedIn

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

Discover why 2026 could be a pivotal year for group health insurance and Medicare, and what the impending Part B premium increase means for your wallet. Plus, get the lowdown on prescription drug coverage changes and how to dodge unexpected expenses. Finally, Sheizka shares her personal finance tips, highlighting the importance of early bill payments and diverse investments. Tune in for a wealth of knowledge to empower your retirement planning journey!

Sheizka Komala's Bio:

I specialize in helping seniors navigate the complexities of their Medicare

options. With a commitment to personalized service, I work closely with

each individual to understand their unique healthcare needs and

preferences. My goal is to simplify the Medicare process, making it easier for

seniors to make informed decisions about their coverage. Whether it’s

choosing the right Medicare Advantage plan, enrolling in Part D for prescription coverage, or exploring Medigap options, I provide the guidance and support needed to ensure peace of mind. 

BACKGROUND:

Half of my background is in insurance and investments and the other half is in

health and wellness. My Insurance Career Started in 2001

FREE TIME:

Spending time with friends and family, volunteering at church, traveling, hiking and paddle boarding.

Connect with Sheizka:
Email: skomala@exactbenefitsgroup.com
Phone: (614) 309-0384

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

Ginny unpacks the benefits of health sharing, from lower costs based on age to the freedom of choosing your healthcare providers without network restrictions. Learn how Impact Health Sharing is leading the way with innovative programs that reward preventive health measures and even cover dental and vision care.

Curious about how health sharing stacks up against traditional insurance? Tune in for an enlightening discussion, plus a lightning round of personal finance tips from Ginny. Don’t miss this episode packed with insights and strategies for taking control of your healthcare!

Ginny Bartlett-Elbert's Bio:

I am a 10 year breast cancer survivor and did not have healthcare at the time of diagnosis. I was on the hope and pray plan due to the high cost of healthcare at that time. I learned how to navigate our broken healthcare system with the help of a few amazing caring doctors. I felt it was important for people to know they can heal personally from something as catastrophic as cancer so I published a book surrounding my journey to share with others. Fast forward to today, I am healthy and on a mission to help individuals, families and business owners like me who are struggling to pay for the healthcare they can't seem to afford and get the care they deserve when they need it.

Connect with Ginny:

Email - heartenpointllc@gmail.com

Phone - (951) 335-7125

Reach out for a Free 20 minute personal assessment

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

Discover the secrets behind the four key Thai flavor profiles and get insider tips on crafting the perfect dining experience for business meetings. Chef Nikky's innovative approach to blending food, culture, and entrepreneurship will leave you hungry for more. Don't miss this deliciously insightful episode—tune in and let Chef Nikky inspire your culinary and business adventures! Connect with her and explore her culinary world through her website and social media.

Nikky Phinyawatana's Bio:

Nikky Phinyawatana is the charismatic chef behind the Chef Nikky lifestyle brand and the iconic Asian Mint restaurants, now celebrating 20 years across five bustling Dallas locations. Her passion for Thai cuisine and culture has earned her a top spot in the culinary world, with accolades including her award-winning cookbook “Thai Food and Travel with Chef Nikky: Easy Thai Recipes to Feed Your Soul” and her popular YouTube series Thai Takeover. Nikky makes Thai and Asian fusion cooking approachable and fun, whether you're a novice or a seasoned foodie.

A dynamic speaker and influencer, Nikky loves sharing her journey as an Asian American entrepreneur, inspiring audiences to follow their passions. Her laid-back yet engaging style makes her a perfect fit for collaborations and events. Named one of the Top 10 Best Chefs in Dallas, she's not just about great food—she's all about giving back, supporting over 100 charities through her work.

When Nikky isn't whipping up culinary masterpieces, you might find her baking at midnight, diving into the best Texas BBQ, or jetting off to beach destinations with yummy food scenes. Always up for a spontaneous adventure, she embodies the soul of a true food lover. Featured in D Magazine's list of North Texas's most influential leaders, Nikky also launched a line of Thai cooking sauces and created virtual “Escape to Thailand” experiences during the pandemic.

Nikky Phinyawatana is not just a chef; she's a culinary trailblazer with a zest for life, making every meal an adventure. Whether you want to cook alongside her, hear her speak, or simply vibe with her love for food and travel, Nikky is the ultimate foodie friend you wish you had. She lives in Dallas with her husband and two kids, always ready for the next delicious journey.

Connect with Chef Nikky:

Website: chefnikky.com

Top Thai Street Food Recipes and specials, sign up HERE

Instagram: @chefnikkyofficial

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

Get ready for a sneak peek into Season 2, where we welcome powerhouse guests like Jill Lublin and Michelle Jacobik, who will unlock secrets to mastering your money mindset. Plus, we’re thrilled to announce our partnership with Exact Medicare, offering vital insights for women business owners nearing retirement.

We'll also break down the SECURE Act 2.0 and why it’s a game-changer for your retirement savings. And as the holidays approach, we’ve got you covered with smart budgeting tips and creative gift ideas.

Connect with us on Instagram @wowwomenofwealth, Facebook at Wow Women of Wealth, and YouTube at Women of Wealth VIP. Let’s take charge of our financial futures together!

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

Join us as we dive into insightful conversations with industry experts and trailblazers who share their unique experiences and strategies for growing wealth. Hawley and Allie are here to answer your most pressing money questions, offering practical advice and inspiring stories that will equip you with the tools to take control of your financial future.

Whether you’re just starting out or looking to expand your financial horizons, Women of Wealth is your trusted companion on this empowering journey. Tune in and become part of a community that celebrates success, fosters collaboration, and encourages every woman to reach new heights in her wealth journey.

Cheryl, with an impressive 25-year career in the financial industry, shares her journey from Merrill Lynch to becoming an advocate for reverse mortgages. She demystifies this financial tool, explaining how it can provide non-taxable cash flow and preserve retirement assets. Cheryl also opens up about her personal connection to the opioid crisis and its staggering economic costs.

Tune in as Cheryl offers invaluable advice for business owners on managing the impact of the opioid epidemic and shares her top financial tips in a fun lightning round! Don't miss her insights on leveraging reverse mortgages for business liquidity and growth.

For more information, check out Movement Mortgage and Cheryl’s advocacy work at opioidfinancialawareness.com. Join us for an episode packed with wisdom and practical strategies!

Cheryl Canzanella's Bio:

With over 25 years of experience in the financial services industry, Cheryl brings a unique perspective connecting two critical topics – the opioid epidemic and the financial services industry – expanding client conversations beyond traditional financial discussions. As the owner of Coastal Life Strategies, she leads advocacy efforts to raise awareness and educate on the opioid epidemic across various industries by intertwining the human elements that shape the lives of clients, employees, and families.

She is the founding President of WIFS Northeast Florida, where she played a pivotal role in fostering professional growth and collaboration among women in the industry. Her contributions were recognized when she was awarded the WIFS National Member of the Year in 2014. Additionally, Cheryl has been an active participant in NAIFA, serving as the incoming President of NAIFA Florida and past president of NAIFA Northeast Florida. Her dedication to the field earned her the NAIFA Florida President’s Award in 2014, and she was honored as the NAIFA National’s 2019 Young Advisor Team Leader of the Year.

As a native Floridian, she enjoys spending time with her husband Shamari and their son, the beach, flag football, CrossFit, and volunteering. She can often be heard cheering and/or possibly weeping for her beloved Miami Dolphins & Jacksonville Jaguars.

- Movement Mortgage Website: Movement.com
- Opioid Financial Awareness Website: opioidfinancialawareness.com

- LinkedIn

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

We kick things off by breaking down the initial steps: securing a business license, creating a business name, and setting up a business bank account. Hawley and Allie share their personal journeys and insights, emphasizing the importance of consulting with a CPA and experienced professionals.

Dive deep into the world of business taxes, grants, and funding options specifically tailored for women-owned businesses. Learn about the must-have insurances and the power of networking with industry-specific associations like eWomen Network.

Finally, we wrap up with a fast finance lightning round, tackling your burning questions on business expenses, funding, and more. Don’t miss this comprehensive guide to kickstarting your entrepreneurial journey!

 Check out our 12 questions to ask a financial advisor sheet to help you get started! 

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

We discuss the critical importance of maintaining professionalism on social media, with tips on managing your online presence and why you should Google yourself periodically. We also break down the first steps in financial planning, from creating an emergency fund to managing debt and understanding the nuances of estate planning and life insurance.

Plus, we tackle the age-old debate: leasing vs. buying cars, and why homeownership might be more beneficial than renting. Finally, we share some unconventional financial tips and budget-friendly vacation ideas in our lightning round.

Tune in for actionable advice, whether you're just starting out or looking to refine your financial strategy. Don't miss this comprehensive guide to kickstarting your financial journey!

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

Ashley shares her fascinating transition from aspiring sports agent to business law expert, offering invaluable insights into entity formation, asset protection, and real estate investment. We dive deep into the pros and cons of LLCs versus corporations, and why certain professionals in California must opt for professional corporations.

From maintaining separate bank accounts to raising capital through debt rather than equity, Ashley provides practical tips to safeguard your business and personal assets. Plus, learn the importance of a robust team of professionals and the nuances of selling a business.

Don’t miss Ashley’s lightning round of personal advice on building a solid financial foundation. Tune in for essential legal wisdom every female entrepreneur should know!

Ashley's Bio:

Ashley Feuerman has been providing legal services to the San Diego community for close to 10 years. Early in Ashley’s career, she gained experience in business and real estate transactions while working as outside counsel for large corporations. Now, Ashley brings this experience and knowledge to entrepreneurs – assisting in their journey to create generational wealth through sound investments.

Connect with Ashley:

- Website: feuermanlaw.com
- Phone: 858-947-7822

- Email: ashley@feuermanlaw.com

Catch us on your favorite podcast platform and empower your business with the legal knowledge it deserves! 

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

Could pre-planning your end-of-life arrangements save your loved ones from emotional and financial stress?

How do cultural differences shape our conversations about death?

In this enlightening episode of Women of Wealth, we sit down with Mary McElhattan to dive deep into the often-overlooked topic of end-of-life planning. Mary shares her personal journey into this crucial field, debunking common misconceptions and highlighting the immense relief that comes from pre-planning.

We explore the emotional and financial benefits of having arrangements in place, discuss cultural taboos, and get practical with cost estimates and the importance of communicating your wishes. Plus, don’t miss our fun lightning round where Mary reveals her financial habits and recent splurge!

Tune in to Episode 13 for invaluable insights and actionable advice on securing peace of mind for you and your loved ones.

Mary McElhattan's Website: http://permissionmission.com

Mary McElhattan's bio:

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

In this episode, we dive deep into the costly and lengthy process of probate, with real-life examples from Howard Hughes to Aretha Franklin. Discover how simple steps can help you avoid probate and ensure your assets are distributed according to your wishes.

Hawley and Allie explore the nitty-gritty of setting up a trust, the advantages of Nevada's asset protection laws, and the ease of managing a digital trust. We also discuss upcoming changes in inheritance tax rules and share heartfelt stories about the emotional and practical benefits of meticulous planning.

Tune in for expert insights, practical advice, and personal anecdotes that will inspire you to secure your financial future. Don't miss out!

Calendar links to schedule an appointment with us
https://calendly.com/allieramo/
https://calendly.com/hwoods-1

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

Join us as Darlene shares her inspiring story, from building databases at Prudential to becoming a VP at National Life Group. We delve deep into the rise of self-educated investors and how financial professionals must adapt to this new era. Discover why trust and genuine relationships are paramount in financial services, and how involvement in professional associations like WIFS can shape your career.

Plus, get tailored financial advice for every generation and learn how aligning personal values with company culture can lead to authentic success. Don't miss Darlene's lightning round of quick financial tips!

Tune in for an episode packed with wisdom, practical advice, and a whole lot of inspiration.

Connect with Darlene:

Website

LinkedIn 

Stay wealthy, stay wise!

Darlene Flagg's Bio:

Darlene Flagg is a Vice President and Head of Retirement at National Life Group leading their institutional sales division for retirement plans creating and managing institutional marketing strategies for 403(b), 457, 401(a), and 3121 plans. Darlene has over 20 years of senior management experience and 27 years of financial services and marketing experience.

Darlene has also served as Chief Marketing Officer and Head of Annuity Marketing at National Life. Prior to joining National Life in 2015, she worked at AIG VALIC (CoreBridge), where she last served as Vice President of Institutional Marketing. She previously served on the Women in Insurance and Financial Services (WIFS) National Board as President partnering to attract, develop, and advance women in financial services. She is also a Past President of the National Tax-Deferred Savings Association (NTSA). Additionally, for six years, she served as an adjunct professor for the University of Phoenix, Houston Campuses.

Darlene received her Bachelor's (BA) degree in Communications from Seton Hall University in South Orange, NJ, and a Master’s (MA) degree in Strategic Communications from the same institution.

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

Connect with Dr. Roz:

Website: https://drroz.love/

Free Chapter of my DebtFreeDegree Book and an invitation to my DebtFreeDegree Webinar: drroz.love/womenofwealth

Follow Dr. Roz on social media @DrRoz

YouTube: YouTube.com/@DrRoz

LinkedIn: https://www.linkedin.com/in/drelizabethrosner/

Elizabeth (DrRoz) Rosner's Bio:

As the Founder and Chief Educational Officer of DebtFreeDegree with DrRoz, Elizabeth Rosner, affectionately known as DrRoz, is a visionary leader dedicated to empowering students to achieve their academic dreams without the burden of student loan debt. With a personal educational journey marked by exceptional academic achievement and minimal debt, DrRoz has become a beacon of hope and a source of invaluable guidance for students and families navigating the complexities of higher education financing.

DrRoz's passion for education is matched by her commitment to cultivating a culture of nonviolence and love, as inspired by the teachings of Dr. Martin Luther King Jr. Through her L.O.V.E. Revolution and the promotion of Nonviolence365, she encourages individuals and communities to embrace peaceful and compassionate ways of living.

Elizabeth's dedication to her mission is evident in her tireless efforts to provide resources, workshops, and one-on-one coaching to those seeking a path to financial independence and educational success. Her recently published book, "DebtFreeDegree: How To Graduate Without Student Loans While Getting Good Grades, Having Tons of Fun, and Landing Your Dream Job!" is set to be a game-changer for students worldwide.

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

Welcome to Episode 10 of Women of Wealth, where we sit down with Jill Tschogl, a captivating professional with over two decades in the music industry.
 

 In this episode, Jill shares valuable insights into financial aspects of the industry, and pulls the curtain back on the glitz and glamour. From taking a pay cut to grow her career, to balancing the books with a side gig, discover the importance of financial literacy, the challenges of maintaining a public image, and the significance of financial independence for artists.

 Jill's hitting all the right notes with her advice to save, invest, and spend wisely, for those aspiring for early retirement or financial freedom. Whether you're an up-and-coming artist, climbing in a business, or just love a good success story, you won't want to miss this!

Follow Jill's journey on Instagram @iamjellyt and check out her Link Tree for all the ways to get in touch. For consulting inquiries, reach out to Jill at allthingsJNT.com. Join us as we uncover the wealth of knowledge in the world of music!

Jill Tschogl's Bio:

Jill Tschogl brings infectious energy, a passion for nurturing talent, and extensive expertise in music publishing and team-building to every endeavor. With over 20 years of experience in the music industry, Jill has held leadership roles at major corporations, indies as well as start-ups including Universal Music Group, Kobalt, and WAV Media. Her background also includes collaborations and event activations with a variety of brands and artists such as Kanye West, Doja Cat, The Migos, J. Cole, Miguel, The Fader, and Complex Magazine. Now, as an entrepreneur, Jill runs her own consulting company, continuing to drive creative projects and support artists with the same dedication and vision that have defined her career.

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

Ever wondered how to turn likes into loot or tweets into treasure? Veronica brings her 35 years of financial savvy to the table, revealing how entrepreneurs can leverage social media, not just as a free platform, but as a diverse income powerhouse.

From the perils of putting all your eggs in one digital basket to the art of creating an authentic online presence that asks (and answers) the "so what" of your brand, this episode is packed with golden nuggets. Veronica gets real about the personal hardships that shaped her financial strategies, emphasizing the safety net of savings and insurance.

Plus, we'll get into the nitty-gritty of targeting your ideal client, why email marketing isn't just old school cool, and the must-have CRM systems that keep your customers close.

And don't miss our lightning round where Veronica makes her picks: feed posts or stories? Google or Facebook ads? TikTok or Instagram?

Before you hit play, remember to grab Veronica's free PDF Top 5 Social Media Tips to Transform Your Visibility!

Connect with Veronica on Facebook, Instagram, X and LinkedIn or email veronica@veronicabahn.com.

Tune in, take notes, and transform your business into a well-oiled, wealth-generating machine!

Veronica Bahn's Bio:

CEO

With 35+ years of experience in advertising, marketing, sales and website creation, Veronica is the driving force behind Transform My Social Media. Her approach to business goes beyond traditional strategies. Veronica’s mission is to provide clients the tools and guidance they need to create compelling online presences—and “Be So Visible They Can’t Be Ignored.”

Managing Director

Veronica works to create a supportive environment where women can thrive, inspiring them to step into their power and achieve their highest potential. As the Managing Director of eWomenNetwork Phoenix, her dedication landed her the prestigious title of Business Matchmaker of the Year in 2022. Veronica was also named one of the “Women to Watch in 2023” at the International ICON conference.

Speaker

Veronica is a sought-after speaker on all things social media. She is probably most known for her presentations on how entrepreneurs can use Canva as a marketing tool and save time developing content and graphics for social media. She is frequently invited to share her insights and knowledge at industry events and conferences across the country.

Reiki Master

As a Reiki Master, Veronica infuses clients’ unique visions and energies into their business strategies and marketing plans, helping guide them from their hearts to their heads. She empowers women entrepreneurs, providing them with the tools, confidence and purpose to shine brightly and attract their ideal clients and customers

Personal Life

Veronica is a native of Phoenix, where she’s built a fulfilling life with her loving husband of 35+ years. Together, they have raised three wonderful children.

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

In this episode, Julie shares how to transform from a product pusher to a value-selling pro. Ever felt awkward during those silent moments in a sales talk? We dive into why those pauses are actually golden and how a simple sip of water can change the game.

Plus, Julie shares an exclusive scoop on a new program that's a game-changer for solopreneurs and small biz owners. And if you think financial planning is a snooze-fest, think again! We're tackling the tough stuff like long-term care insurance and why your future self will thank you for listening to this episode.

But that's not all – Julie's personal stories of philanthropy and her battle against Alzheimer's will inspire you to see money as more than just currency, but as a catalyst for positive change.

So, are you ready to take control of your wealth and wield it wisely? Tune in to Episode 7 of Women of Wealth for all this and more! 

Remember, money isn't just paper and coins; it's the power to make choices and the freedom to live your best life! 

Don't forget to sign up for the free newsletter on sales tips and tactics offered by Julie! Visit valuesellingassociates.com for more information! Connect with Julie on LinkedIn as well to get more her amazing financial wisdom and knowledge.

Julie Thomas' Bio:
Julie Thomas works with revenue leaders across many industries to help them realize results they never thought possible. She is passionate about guiding revenue organizations through uncertainty and helping them build resilient, engaged teams that drive predictable, sustainable results and create customers for life.

As President and CEO of ValueSelling Associates, Inc., Julie is responsible for the company’s global expansion and its position as a market leader in on-demand, instructor-led, virtual instructor-led and hybrid (blended) learning solutions delivered throughout the world in more than 17 languages. In a career spanning more than 24 years, she credits her mastery of the ValueSelling Framework® for her own meteoric rise through the ranks of sales, sales management and corporate leadership positions.

Julie began her sales career at Gartner Group (now Gartner, Inc.) In 1999, she became Vice President of Gartner’s Sales Training for the Americas. Her role included successfully onboarding new sales hires and driving adoption of the ValueSelling Framework. She has extensive experience applying, coaching and reinforcing the ValueSelling Framework, ValueSelling Essentials® and their application to all customer-facing roles across the revenue engine.

In 2003, Julie joined ValueSelling Associates as Chief Executive Officer and President. She led the company to become an industry leader in competency- and process-based training for escalating sales performance in business-to-business sales organizations worldwide. She takes pride in the fact that ValueSelling Associates is consistently honored as an award-winning Sales Training Service Provider.

In addition to her role at ValueSelling Associates, Julie is a noted speaker, consultant and author of “ValueSelling: Driving Sales Up One Conversation at a Time” and “The Power of Value Selling: The Gold Standard to Drive Revenue and Create Customers for Life,” as well as a contributor to Forbes.com, the Forbes Business Development Council and the LinkedIn Sales Blog. Julie also serves on the advisory board of the eWomenNetwork Foundation Advisory Council and is heavily involved in local charities in the San Diego region.

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

In this episode, Jenny blows our minds with the connection between our brain state and bank balance. She'll walk us through the incredible science behind changing your brain to change your wealth. And guess what? Hawley will spill the beans on how Jenny's brain training turned her life around, from severe allergies to financial freedom!

Jenny's story is nothing short of a Hollywood comeback - from a real estate tycoon to a mindset coach after a spine-chilling accident. Plus, we'll explore the "17-second rule" and how to reprogram your subconscious mind to attract the moolah you deserve!

Ready to turn your brain into a money magnet? Jenny's got an app for that! Tune in to discover how her Leap app can transform your financial future and snag her generous offer to our listeners.

Don't forget to mark your calendars for the 10th to download the Leap app, and in the meantime, visit balancedyou.org and leaptransformationmethod.com for a sneak peek into financial enlightenment. It's time to leap into wealth with Episode 6 of "Women of Wealth"!

Jenny Harkleroad's Bio:

Jenny Harkleroad is the founder and CEO of Balanced You. She’s a 2 time #1 best-selling author, speaker, and mind-change coach and teacher. She’s a mother of 4, which is her greatest claim to fame! Jenny is a big-hearted entrepreneur and business leader. Jenny built a real estate business in San Diego over 13-years producing double digits in the millions. With the power of her mind, Jenny overcame her past of chronic pain, addictions, bad relationships, and unhappiness. She never knew how sweet life could be until she changed her mind and that changed everything. Jenny has a dramatic story to share, breaking her back on a mountain cliff. That event changed everything and gave her a ferocious appetite to transform lives and help others create what’s missing in their lives.

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

Join us as we chat with Hawley's big sister, Debi Orness, a quality assurance whiz who's navigated life from San Diego to Washington State, and Allie's mom, Felecia Vlahos, a retired computer science and information security pro. They'll spill the beans on everything from their first bank accounts to weathering financial storms like the 2008 recession. Plus, get the scoop on their personal strategies to curb impulse spending and their candid reflections on their biggest financial blunders.

Whether you're trying to break your buy-now habit or plotting your path to a plush pension, this episode is packed with generational gems that'll help you build a wealth of knowledge. Tune in to "Women of Wealth" and let's make financial literacy a family tradition!

Debi Orness' Bio:

My name is Debi Orness. I have spent my career in Aerospace working in the Quality organization helping to ensure are products are built compliantly and safe. I am currently working on a large initiative to standardize our Quality Management Systems across 27 different sites. When completed it will be a significant savings to our business. I was born in San Diego CA and moved to Washington state at 58 years old. I will always consider San Diego home. I am married and have a daughter and son. I enjoy working in our garden, vintage shopping and hanging out with my beautiful grandchildren. I currently have 4. 3 boys and a girl and we expecting another grandson in October.

Felecia Vlahos' Bio:

Retired, with Bachelor and Master's degrees from San Diego State University in Computer Science, Certified Information Systems Security Officer, Married 37 years, two daughters both married living in town, and 3 grandchildren. Lived in San Diego area for over 50 years.

Worked at Price Club (now Costco) as manager of warehouse computer systems, SAIC doing information security for government and SD County, and retired from San Diego State University as Information Security Officer.

Very active with my family, extended family, friends, Church, and helping with grandchildren. Love butterflies, taking long walks and playing games.

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

Ever felt that chill of financial fear creeping up your spine? Susan, a financial maven from Appreciation Financial, confesses her own fears, and Sydney, a fresh force in finance, shares her youthful perspective on saving for the future. We all get real about the pressures of providing and the specter of empty pockets.

But it's not all serious—we're talking impulse buys in Europe and striking that sweet balance between discipline and indulgence. Plus, we get the inside scoop on supporting teachers, small business owners, and navigating the unique challenges of a family business.

Investments, retirement planning, and a lightning round of money wisdom—this episode has it all! And you won't want to miss the Holt family's heartwarming theme song that ties it all together. So, are you ready to join the conversation and build a legacy of wealth? Press play and let's get wealthy, the wise way!

Sydney's Bio:

Hi! My name is Sydney Holt, I am from St. Louis, MO, but currently live in Chicago, IL. I graduated from Indiana University Bloomington in 2018 with a degree in Religious Studies. I always thought I would have a career in the Jewish education sphere, but after COVID, I loved working from home so I decided to get my insurance license and join my parents working at Appreciation Financial! I love being able to help teachers and small business owners while also growing my own business as a 27 year old.

Susan's Bio:

Hi, my name is Susan Holt and I live in St. Louis, MO with my husband Scott and our two dogs Tanner and Yadi. Our three young adult children live and work in Chicago, Illinois and Daytona, Florida enjoying their 20s. I am a Regional Vice President with Appreciation Financial working with Scott, our daughter Sydney and my brother Michael. With seven years of experience, I’m passionate about making a positive impact and assisting individuals in achieving their financial goals. I hold a Business Administration & Computer Information Systems Degree from William Woods University in Fulton, MO. Outside of business, I enjoy being with my family, friends, going on long walks with our dogs, traveling and playing a lot of pickleball.

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

Ever wondered if your bank balance is the only measure of your financial success? Or how a simple shift in mindset can catapult your money game to the next level? We're diving deep into these juicy topics, sharing our personal financial goals (hello, "50k Watch" and savvy retirement plans!), and exploring how to crush debt while cheering from the sidelines of college football games.

But it's not just about us! We've got investment tales that could either inspire you or make you cringe – think mutual funds meets gas and oil adventures. Plus, we're dishing out the advice we'd give our younger, possibly less financially-savvy selves.

And because we love a good generational debate, we're chatting about how millennials are rewriting the wealth playbook in this digital age. We'll even touch on the AI revolution and how it's shaking up our financial decisions.

Ready for a rapid-fire round? We're tackling everything from dream retirement scenarios to the economic wisdom hidden in our favorite movies and books.

So plug in, turn up the volume, and let's get wealthy in every sense of the word! No need for contact details – just hit play and join the conversation. It's time to think, grow, and maybe even laugh a little with us on "Women of Wealth." Let's make it rain, ladies!

Download our 12 Questions you should ask any financial advisor you're considering working with!

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

In this first episode we're peeling back the layers on what wealth truly means. Is it just about the dollars in your bank, or is there more to the story? We're also getting real about how our childhoods shape our financial futures, the generational shifts that are redefining success, and the fears that keep us up at night when it comes to our bank accounts.

From battling debt demons to impulse buys that haunt us, we've got the lowdown on how to keep your wallet happy and your heart even happier. Plus, don't miss our lightning round where we reveal our personal money mantras!

Join us as we embark on this journey every Wednesday at 3 am Pacific Time. Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

This podcast is about two generations coming together to give their perspective on finances. With backgrounds in insurance and financial services, two women are coming together to bridge generational insight to educate female business owners from millennials to gen x.