Get Wealthy With Me

CPA. Financial planner. Wealth manager. Investment advisor. You've heard all the titles. But do you know the difference, and more importantly, do you know which one you actually need? In this episode of Get Wealthy With Me, Sherron sits down with someone who has spent decades inside the world of personal finance at the highest level, Dan Snyder, Director of Personal Finance Planning at the AICPA....

Hustle was the inheritance. The blueprint wasn't included. In this episode of Get Wealthy With Me, Sherron Permashwar sits down with Ricardo Mendieta , a hardworking stagehand from San Diego who represents a generation that was taught to grind but never taught to grow their money. Ricardo and Sherron have a real, honest conversation about what it's actually like to be a millennial or Gen Z'er tryi...

In this episode, I sit down with Jon Beyrer, CFP®, Partner and Vice President of Wealth Management at Blankinship & Foster, to break down one of the biggest questions in today’s financial world… 👉 Will AI replace accountants and finance professionals? With over two decades of experience as a fee-only advisor, Jon shares his perspective on how artificial intelligence is reshaping the accountin...

In this episode of Get Wealthy With Me, I sit down with Seth Streeter, co-founder of Mission Wealth and a leader in the wealth management industry, to talk about something that goes deeper than numbers , mindset. Seth has spent decades helping individuals navigate major life events, optimize their finances, and build lasting wealth. But what makes his approach unique is his belief that true succes...

In this episode of Get Wealthy With Me, recorded live at the AICPA Personal Financial Planning Symposium in San Diego, I had the opportunity to sit down with Prudence Zhu, financial planner, author of A Couple’s Guide to Money, and founder of Enso Financial. Our conversation dives into the evolving role of women in the finance industry and whether the profession is still male dominated today. We t...

In this special episode recorded at the AICPA Personal Financial Planning Symposium in San Diego, I sit down with Carolyn Larsen-Wieber to talk about the powerful role women are playing in shaping the future of finance. Our conversation centers around women empowerment, supporting elderly clients, and guiding women through major life transitions with confidence and clarity. We discuss how financia...

Social media has changed the way we see wealth, and not always in healthy ways. I recently sat down with Carey Sinnett to talk about the real impact social media has on our money mindset, financial decisions, and perception of success. In a world where highlight reels are constant and comparison is unavoidable, it’s easy to feel behind,even when you’re doing everything right. In this conversation,...

Welcome back to another episode of the Get Wealthy With Me Podcast. Today, I’m joined by Rebecca Jackson, a trusted financial professional who specializes in helping tech professionals navigate some of the biggest financial moments of their lives, from IPOs and mergers to RSUs, bonuses, and complex compensation packages. Rebecca’s work is centered on turning high stakes financial events into clear...

In this episode, I sit down with Niketa Williams for a powerful and necessary conversation about workplace adversity, diversity, and the responsibility we carry in shaping healthier environments for the next generation of women. While our discussion is rooted in finance and professional growth, it goes far beyond numbers, touching on race, inclusion, leadership, and the realities many women face w...

In this episode, I sit down with Rachael Gibson at the AICPA Conference in Nashville for an honest and timely conversation about financial education, responsibility, and the importance of learning money skills early. We talk about how many of us were never properly taught how to manage money growing up, and how that gap in education continues to impact individuals, families, and entire generations...

In this episode, I sit down with Jody Holt at the AICPA Conference in Nashville to talk about the importance of understanding your personal finances, and why this conversation needs to be front and center. Too often, money education is framed as something only the younger generation needs, but the truth is that financial literacy impacts every stage of life. From budgeting and saving to investing...

In today’s episode, I sit down with Bee Nance, a licensed Certified Public Accountant (CPA) with over 15 years of experience in accounting, budgeting, and financial management, for a conversation that gets to the root of why so many people feel financially stuck. Bee brings a powerful perspective shaped by her work in non-profit accounting, where she provides financial oversight to multi-million-d...

In this episode, I sit down with Jeannine K. Brown at the AICPA Conference in Nashville for a raw and necessary conversation about the brutal truth behind workplace culture. Jeannine is an Executive Coach, international speaker, author of Unstuck and Unstoppable, and a powerful advocate for inclusive leadership and high-performing teams. Together, we break down what’s really happening inside today...

In this episode, I sit down with my producer cagla for a real and honest conversation about all things money. We dive into some of the most common financial questions everything from saving and investing to credit, budgeting, and building long-term wealth. Whether you're just starting your financial journey or looking to level up, this episode breaks down the basics in a way that’s easy to underst...

In this episode, I sit down with Anthony Nunez, a rising tattoo artist who’s not only carving his own path in the industry but also following in the footsteps of his legendary father Chris Nunez. We talked about what it means to grow up around greatness, and how that shaped his passion, discipline, and mindset when it came to building his own legacy. Anthony shares the behind the scenes of his jou...

In this episode, I sat down with DJ Newmark, an American DJ, radio personality, and music producer who’s been part of the music industry for decades. You might know him as a member of the Grammy Award-winning, platinum selling hip-hop group The Funky Bunch, originally led by Marky Mark. But beyond the fame and the hits, DJ Newmark is someone who’s seen the industry from every angle on stage, behin...

In this episode, I sit down with Sean, who moved from China to America at just 14 years old. We talk about the stark differences between the two countries especially when it comes to education, business, and financial opportunity. Sean shares his experience as a recent college graduate, navigating life in a new country, and how the U.S. offers something he never had access to before: the chance to...

In this episode, I sit down with Desiree, a powerful voice and resilient force who grew up with very little but never let her circumstances define her. From navigating life in poverty to building a future on her own terms, Desiree shares her incredible journey of grit, growth, and determination. We dive deep into the realities of the American struggle how current policy changes, economic challenge...

In this episode, I sat down with Holly Hanlon for a raw and honest conversation about what it’s like growing up as a woman, navigating the world with both strength and softness, and how embracing our feminine energy has played a powerful role in shaping our paths. We dove into the impact mindset has on every decision we make from business to personal growth and how politics and societal structures...

Growing up as an Indian woman comes with a unique set of challenges traditions, expectations, and cultural norms that often dictate the path we should follow. From a young age, we’re taught the importance of family, stability, and tradition, but what happens when we want more? In this conversation, we dive into the journey of breaking free from societal expectations, traveling the world, building...

Most people spend their entire lives struggling financially, but why? In this episode, I sit down with Chris Monzon to break down the real reasons people stay broke and the mindset shifts necessary to escape the cycle. We dive deep into how our environment shapes our financial habits, the impact of money on our daily lives, and the exact steps needed to achieve financial freedom. If you're tired o...

In this episode, I sit down with Erin Williams, founder of Ivory Insurance, to talk about what it really takes to build a business straight out of college. Erin didn’t wait for the "perfect time" she jumped in, took risks, and built something incredible. We dive into her journey from recent graduate to business owner, the challenges she faced, and the mindset shifts that made all the difference. W...

Life Changing Advice ON Mastering Mindset & WEALTH with Dr. Catherine Gilstein In this episode, I had the pleasure of sitting down with Dr. Catherine Gilstein, and let me tell you this conversation was powerful. We dove deep into the connection between mindset, health, and wealth, and how the way you think can either make or break your success. Dr. Gilstein shared some life-changing advice on...

In this episode, I sit down with Jay Abrams, a young real estate investor who has already built a property empire before turning 40. We dive deep into his journey how he got started, the strategies he used to scale fast, and the biggest lessons he’s learned along the way. Jay breaks down the real estate game like never before, sharing how he finds deals, finances properties, and navigates the ups...

In this episode, I sit down with Stephanie Edison, a top realtor and entrepreneur, to dive deep into the hidden costs of consumerism and how it affects not just our finances, but also our mindset and mental health. We live in a world that constantly pushes us to spend more, buy more, and want more but at what cost? Stephanie and I break down how society’s obsession with material wealth can lead to...