Your Financial Maven®

It's the last day of 2024 and for Small Business Owners and Entrepreneurs, I leave you with my final Do You Know Your Money Minisode! ____________________________________________________________  YFM wants to hear from you! Feel free to leave any money insights, questions, tips, or stories you may have. I cannot wait to hear from you: ⁠⁠⁠⁠YFM Wants to Hear from You!⁠⁠⁠⁠    ___________________...

Sometimes it's okay to ask for help, especially when it comes to dealing with our money. And I don’t just mean using a CPA or Financial Planner but maybe taking the time to talk with a Financial Therapist. In my last episode for 2024, I share with you a great chat with Financial Therapist Lindsey Konchar, MSW, CFSW. She is a licensed mental health professional and certified financial coach, f...

As small business owners we sometimes feel like we are on an island and no one else knows what we go through. But that 's not true! There are so many of us small business owners, me included, that have probably gone through similar things and know the ups and downs of running our own business. That's why I am sitting down with Alisa Kabakoff, Owner of Knit Me Sew Me where we chat about h...

Whether you are already in business or you are thinking about it, having an understanding of being a small business owner is important. In my latest episode, I sit down with Business Coach Liz Wolfe as we chat about her passion for helping entrepreneurs and small business owners get through what they don't teach you about owning your own business. You can find Liz Wolfe here: Website: https:/...

Are you a woman who recently is going through or who has already gotten divorced? Or you lost your partner to death? Then this episode is important for you.  In this episode I am joined by Rachael Burns, CFP, CDFA. Rachael is passionate about helping women achieve financial independence after the loss of their partner to death or divorce. She is the founder of True Worth Financial Planning, which...

Minisodes are back! In this DYKYM Minisode, I share important information for individual taxpayers on things to know for the end of 2024 before tax season begins. Resources: IRS 2017 Tax Act Sunsetting Withholding Estimator 2025 Tax Inflation Adjustments ____________________________________ YFM wants to hear from you! Feel free to leave any money insights, questions, tips, or stories you may have....

In this episode, I chat with Stephanie Mccullough, Financial Planner, Speaker and Podcaster. Stephanie changed careers at age 30 to work with her father, a lifelong financial guy. But she didn’t feel it was her calling until she discovered the Human Side of money. Talking about spreadsheets and investment performance wasn’t doing it for her! She discovered she loves digging into people’s money sto...

My latest guest is Christian Brim, CEO of CORE Group. Christian states that "Life has a way of teaching us invaluable lessons, and for me, it was the experience of my family's bankruptcy as a child. It molded my determination to help others thrive financially." Our conversation touches on his money story and what he does to help others in the creative space. You can find Christian h...

As an Entrepreneur or Small Business Owner, you should really look into intellectual property and trademarks. In my latest episode, I sit down and chat with Elizabeth Milian, a trademark attorney with her own boutique firm. She is passionate about supporting female entrepreneurs and women-owned businesses in protecting and monetizing their brands. As a litigation attorney and the co-founder of a b...

In my latest episode of Your Financial Maven, I sit down with Roger Pearson, President of Seagull Technologies. For over 50 years, Roger has created, sold or managed many small businesses. But in 2001, he switched course and began working as a Master Tax Advisor/IRS Enrolled Agent. In that time he has watched hundreds of small business owners lose thousands of dollars needlessly. So recently, he m...

We show love for others so why not for our money. Check out my latest episode with Morgana Rae. She is a 20-time #1 international best selling author and mentor coach, and she is regarded to be the world’s #1 authority on relationship with money. Morgana Rae's ground breaking approach to love-centered wealth building has been featured on The Wall Street Journal, Yahoo Finance, all the major t...

Join me as I speak with Dr. Jeff Standridge from Innovation Junkies. We have a great conversation geared towards small business and talking about money, but also some personal finance in there as well. Jeff has "over 30 years of experience in leading established and startup businesses across various industries and regions, I am a strategic growth, innovation, and leadership expert who helps o...

In my latest episode of Your Financial Maven, I sit down and chat with Curtis May from Practical Wealth Advisors. Curtis's "primary focus of his financial planning firm is to help individuals and families become financially free by following the principles of wealth creation that have endured for centuries around the world." And he loves to share that will everyone through his Pract...

In my latest episode I sit down and chat with Connor Tyson, a financial advisor for over 23 years. Connor is the Owner/ Founder of Progress Solutions LLC. As a Financial Adviser, Connor has his  Series 65, a Registered Investment Advisor, a NY Life Insurance Licensed, a (ChFC®). designation – Chartered Financial Consultant, and Master Trained Financial Coach- Ramsey Solutions. With over 20 years o...

In my latest episode, I sit down with Barbara Weaver Smith, founder and CEO of The Whale Hunters®. She is also the co-author of Whale Hunting: How to Land Big Sales and Transform Your Company,  and author of  Whale Hunting with Global Accounts: Four Critical Sales Strategies to Win Global Customers.    Barbara helps companies grow by making bigger sales to bigger customers, based on the collaborat...

Entrepreneurship is exciting, fulfiling, and scary all at the same time. Join me on this weeks episode as I chat with Marc Steren, CEO and Co-founder of University Startups. I've known Marc for over 20 years and we had such fun and informative conversation.  You can find Marc Steren and University Startups here: https://www.university-startups.com/ YFM wants to hear from you! Feel free to lea...

This week on Your Financial Maven, I sit down with couple Abigail Vacca and Keith Berthiaume, Hosts of the Global Treasurers Podcast, to talk all about being in a relationship and money. It's important to have those conversations when you are in a relationship about your finances. Join me as I have this wonderful conversation and hopefully make you feel less scared to have this important conv...

In my latest installment of Do You Know your Money Minisodes, I chat all about Life Insurance Basics and why it is so important to have.  Check out this Life Insurance calculator: How Much Life Insurance Do I Need? ____________________________________________________________________________ YFM wants to hear from you! Feel free to leave any money insights, questions, tips, or stories you may have....

Financial Literacy month is in April and it is important to talk to our kids about money. I sat down with Prince Dykes who is the Managing Partner, Royal Financial Investment Group, Co-Founder of Global Children Financial Literacy Foundation, Author, and retired US Navy Chief. He is the published author of the father and son financial literacy book series which includes titles: Wesley Learns to In...

In my latest episode, I sit down with Ariana Contreras Senior Community Engagement & Communications Manager with Women’s Money Matters Non-profit Organization based out of Boston, MA. We chat about how Ariana came to the organization and what the organization offers to women all over the United States, not just in Massachusetts. The mission of Women’s Money Matters is to empower women to impro...

Part 2 of my conversation with Small Business Owner Rich Waine of Richard Waine Photography. The conversation continues with small business talk and then shifts to share our insights for young adults and why understanding your money is so important. Rich is a professional headshot photographer based in Lancaster, Pennsylvania. Born and raised in Queens, New York, at a time when shag carpeting was...

Part 1 of my conversation with Small Business Owner Rich Waine of Richard Waine Photography all about small business and money. As small business owners, it is important to understand why knowing your money can help you be more successful in your business. Rich is a professional headshot photographer based in Lancaster, Pennsylvania. Born and raised in Queens, New York, at a time when shag carpeti...

Beneficial Ownership Information (BOI) Reporting Requirements are now expected by most small businesses. What is BOI and Do I need to File? In this latest Do You Know Your Money Minisode Small Business Edition, I give you an overview of BOI and why it is important for you to know about it. BOI Information: FinCen BOI Link: https://fincen.gov/boi FAQ's- https://fincen.gov/boi-faqs You can also...

Welcome to my first in a series of Do you Know your Money Minisodes for Small Businesses. It's the end of the year and there are things as a small business owner you should be aware of before the new year and tax season begins. Take a listen to what you should be looking at regarding your small business and what you should have in place before year end. Here is a link to the IRS Small Busines...

In this Episode of Your Financial Maven, I am excited to share with you my guest interview with Billy Zerillo Wealth Management Advisor/ Vice President at TerraWealth. Billy and I chat all about money and the importance of working with our clients and helping them feel financial empowered. Part of Billy’s passion is “Empowering divorced entrepreneurs to reclaim financial confidence and define thei...