Mastering Money For Moms

Today I spoke with two amazing guests Erin Wood and Lisa Nesper. Erin has been in the mortgage industry in one capacity or another since 2001. Her career began as a receptionist and she has worked her way up and through different operations, credit, sales, and support positions. In her current role, she is responsible for a variety of things including training/coaching, presentations to borrowers...

Today I spoke with Megan J. Huber, a high-growth Client Success and Retention Strategist, Megan Huber partners with established, high growth online coaching and education-based business owners and their teams to increase client results, retention, and revenue leading to greater profitability, scalability, and sustainability. Megan combines her 19 years of experience across public education, athlet...

Today I spoke with Angela Ball originally from Colombia, South America, Angela Ball embarked on a journey to the United States at the age of 15, during her high school years. Settling in North Palm Beach, Florida, she found a supportive community through family friends and eventually met her husband, Ray, with whom she has shared 29 wonderful years. Together, they are proud parents to Ashton, a 20...

Today I spoke with Hillarie Wright the owner and founder of Creative Capital Lenders. This company is a division of the parent company, The Apprentice Network, that has been owned and operated by Hillarie since its creation in 2007. Hillarie has worked in almost all facets of real estate, starting in 1999, in areas including single-family and multi-family rehabs & construction, portfolio acqui...

Today I spoke with Amanda Waitsman, she is a professional with a background in construction, real estate, and mortgage industries, she embarked on my steel building career in 2012, driven by a commitment to continuous knowledge, growth, and excellence. Bringing a wealth of experience to each project, she prioritizes transparency and collaborative solutions. Currently leading with integrity, strate...

Today I spoke with Alexis Sidney, EA, and with over a decade of experience steering investors toward bigger profits, she have mastered the art of maximizing returns. As an IRS Enrolled Agent, licensed Realtor, certified tax strategist, and Profit First professional, she delivers the tax and money-saving strategies that propel portfolio growth. She excels at reducing investors' tax burdens by t...

Today allow me to present Brett, a Solo 401k Consultant here at Sense Financial. With a professional journey spanning over 18 years in real estate investing, Brett is also a licensed California Real Estate Agent and his passion lies in empowering people to attain financial independence, affording them the possibility of an early retirement. Please join me in welcoming Brett, an advocate for financ...

Today I spoke with Tayisha Beard she is originally from New Orleans, LA, and currently resides in Gonzales, Louisiana with her husband and two children. She earned her bachelor's degree from Louisiana Tech University, is currently pursuing her MBA at Southern University, and is a member of The International Business Honor Society (Beta Gamma Sigma). She's also a member of the Junior League...

Today I spoke with Diana Miret, a fractional CFO, who shares valuable insights on mastering money for business owners, especially women. She emphasizes the importance of financial organization, separate bank accounts, and budgeting. Additionally, she discusses the significance of forecasting, burn rate, and the ideal time to hire a CFO. Diana's expertise is best suited for businesses with a re...

Today I spoke with Stacy Jo Coffee-Thorne the founder and President of Freedom Support Solutions, a daily money management and bookkeeping firm. Before forming FSS, she was a certified paralegal for over 20 years, working in several law offices in Ohio and Florida, focusing primarily on guardianship, tax, and estate planning. She has been a Financial Concierge since 2012, managing her clients’ mon...

Today I spoke with Carrie Zatelli an attorney, entrepreneur, investor, and mother. Currently, Carrie has emerged as a prominent real estate investor. Her expertise in the field led her to establish Sky Capital, LLC, focusing on investing in multifamily housing. Through this venture, she demonstrated a keen understanding of the real estate market and a knack for strategic investment. She is passion...

Today I spoke with Martha Picciao she's a wife, mother of 3 boys, real estate investor, and the Founder and CEO of Whiz Kidz Preschools, a chain of childcare centers in the Phoenix area. It was her dream to build a business she was passionate about while raising her boys in tow. Martha is a dynamic and motivating leader, podcaster, and business coach. Her greatest and biggest why are her own 3...

Today I spoke with Tricia Miller she's the founder of Build Smart Money, an Authorized Infinite Banking Practitioner, a dedicated Life Insurance Agent, and a licensed Real Estate Salesperson in the Commonwealth of Virginia. She is mentored by James C. Neathery of Neathery & Associates, Ft Worth, Texas, himself a direct “mentee” of Nelson Nash, the founder of the Infinite Banking Concept. W...

Today I spoke with Shannon Sherman about her journey in real estate investing. We discuss the challenges of being a landlord, the importance of learning from mistakes, and the benefits of investing in multi-family properties. We also touch on the profitability of industrial flex space and Shannon's venture into the bowling business. Shannon emphasizes the importance of involving children in re...

Today I spoke with Doris Savron she's a sought-after Executive Leadership Expert of 30+ years and a transformation catalyst through her International Conferences, Speaking, and Consulting. She has been interviewed on ABC, NBC, CBS, FOX TV, and Radio with over 70 interviews across various broadcasting channels and podcasts. She’s been a published writer for various outlets such as HR.com and Ch...

Today I spoke with the inspiring Bekah Tinter she's a veteran leader who has built a thriving nationwide coaching practice that specializes in helping people identify, reach, and exceed their health goals. She has helped hundreds of clients reach a healthy weight and learn the habits to thrive in life. She is recognized nationwide for being highly skilled in training other coaches in the leade...

Today I spoke with the amazing Whitney McNair she is a Multifamily Real Estate Investor, Realtor, Military Spouse, and former NCAA Division One athlete. Whitney has been a Top Real Estate agent in the Oklahoma City area for the last 10 years. As a Real Estate agent, Whitney has been on the cover of the OKC Top Producer Real Estate Magazine, and a few others. Whitney is also a coach and a mentor fo...

Today I spoke with my girl Bonnie Schwam she’s a highly accomplished real estate agent and experienced investor specializing in multifamily properties and self-storage facilities. With a proven track record of success, she combines her extensive real estate market knowledge with her passion for investment opportunities to help clients achieve their financial goals. She is proud of having a custome...

Today I spoke with the amazing Meeta Patel, master's in accounting, and worked as a CPA in public accounting before she took a break to raise her two sons. She ventured into entrepreneurship by owning and operating a franchise for a couple of years. After that, she turned her attention to real estate investing. Starting with fix and flips, she shifted her focus to commercial real estate, speci...

Today I spoke with the inspiring Kristin Herman, married to her best friend and mama to three of their greatest delights, Kristin is passionate and wholehearted. She’s a coffee and tennis enthusiast, “In the world of wealth management, there is a lingering misconception about what financial advisors are and do. Many feel that financial advisors are only out to collect a fee or to transact a result...

Today I spoke with Ruzanna the president of Queenvest, a planning and investment firm that focuses on the needs of successful women property investors. Ruzanna helps her clients secure multiple streams of passive income and put in place a robust plan to protect their wealth. Ruzanna lives in Beverly, MA, with her husband and two teenage children. She is an avid reader and a fierce tennis competito...

Today I spoke with Barbara Heil-Sonneck, a wife and mom of one. We talked about her exciting career in real estate, her beginnings, her life as an author, and her new book. After an international Management Career in Corporate, Barbara started to fulfill her passion for Real Estate and Design in 2007. She is also an author/speaker We discussed the following topics: First real estate experience Try...

Today I spoke with the amazing Krista O'Brien she is a wife and mother of two from Georgia. Most of her 30-year career has been as a large company CPA or corporate finance professional. Still, she became an active real estate investor in 2015 to diversify her investments and realize some tax benefits. Her goal was to make enough passive income from all sources to be able to quit her W-2 job. T...

Today I spoke to the founder and managing member of Blues Skies Equity, he has been investing in real estate since 2009. He began investing in single-family and small multifamily residential, purchased and subdivided vacant land and oversaw the design and construction of rental properties in his portfolio. Today we discussed the following topics: Introduction to real estate His wife, his biggest s...

Today I spoke to an acquisitions coordinator and investor relations specialist - Jennifer Fawcett. You're gonna be blown away - she has five children and she's homeschooling! On top of it, she successfully invests in real estate and has got 136 doors since last year. Today we discussed the following topics: 1. How is being a stay-at-home mom to five kids and homeschooling them? 2. How Jenn...