Lessons Learned Podcast: The Dumbest Thing I've Ever Done with Money

Kristin Tucker is a Financial Coach and more!  Her belief that “money touches everything, and everything touches money” is her central philosophy, as she guides individuals and couples through their financial life.  Her company, Family Home Works, focuses on purposeful family life, and making value-based decisions to create the life her clients’ desire!  CONTACT OUR GUEST Website: www.familyhomewo...

Vanessa Rutter-Jackson is a full-time realtor and part-time financial coach in Williamsburg, VA.  After spending six years in the Navy, Vanessa graduated with her Master’s degree from Old Dominion University in Norfolk, VA.  She then spent seven years teaching elementary school.  In 2019, Vanessa and her husband went through Dave Ramsey’s Financial Peace University and paid off $40,000 of debt.  V...

Leah Adams is a Financial Coach and author who loves helping people move from frustration and anxiety in their finances to freedom and peace.  Her practice is appropriately named Breathe Financial Coaching because Leah does just that – she guides her clients in such a way as to allow them to breathe in their finances, possibly for the first time in a very long time!  Leah is also a retired pharmac...

Kelly Flowers is a Financial Coach who, after being a Registered Nurse for over 30 years, specializes in working with healthcare professionals.  Kelly works with her clients to gain the clarity of where they are currently, and discover where they would like to be financially.  By working together, Kelly helps her clients build the confidence they need to make strong money decisions, allowing them...

Stephanie Berman of Berman Budgeting has been a Financial Coach for over four years.  Her niche is working with clients on the neurodivergent spectrum, especially those with ADHD and/or Autism.  Stephanie’s specialty is making budgeting simple so anyone can do it!   CONTACT OUR GUEST https://www.bermanbudgeting.com/ stephanie@bermanbudgeting.com Instagram: @yourneurodivergentmoneycoach Facebook: h...

Ben Bressington is the CEO of Automate Boring, where their goal is to make the business world more efficient, one process at a time.  Ben and his team specialize in RPA (Robotic Process Automation) and custom AI solutions, which helps businesses focus on what they do best, leaving the repetitive and tedious tasks to the sophisticated automation solutions.   CONTACT OUR GUEST Website: AutomateBorin...

Angela Carlson is a financial coach who works with clients to prioritize financial decisions so that they can live the life they have always wanted.  As a former financial aid director, Angela can assist you with financial aid related issues so you don’t get a "surprise" bill from the registrar's office when you start college!   CONTACT OUR GUEST https://www.facebook.com/FinanceCoac...

Kayla Francis is the founder and CEO of Calm Money Collective.  Kayla empowers multi-passionate individuals and visionaries to develop the mindset, budget, and systems needed to align their finances with their many passions.  This ensures they can spend guilt-free and live the life they desire without sacrificing financial stability!  CONTACT OUR GUEST Email: kayla@calmmoneycollective.com Instagra...

Tracy Shunkwiler is an expert in guiding her clients to exponential growth in their business and personal lives.  Her unique and holistic approach brings full accountability and a new level of awareness to every area of their lives, propelling her clients to tap into their full potential.  As the owner and CEO of Coaching To Grow, and a Life, Financial, and Transformational Coach, Tracy specialize...

Thomas Blottenberger is an Investor Coach who joined the financial industry in 2010 because he wanted to make a difference.  Thomas quickly discovered that the “traditional” financial industry might not have the client’s best interest in mind, focusing instead on sales quotas.  After attending a two-day advisor session hosted by Matson Money in 2017, Thomas discovered a way invest scientifically,...

Hernan Sias A.K.A The Business Bro is the host of the Business Bros Podcast, a daily interview show that highlights entrepreneurs and their journey through business and life.  Hernan’s background is in taxes with a degree in Accounting and a teaching credential in Mathematics.  He has built multiple businesses over the last 17 years, including his current venture with Pipeline Insurance.  More rec...

January is a dynamic Financial Strategist with a passion for serving others.  She is dedicated to eliminating risk, fees, and taxes.  At Anchored Financial LLC, January educates clients on elite strategies, bringing keen awareness to their financial situations.  She continuously adapts to industry demands, investing in personal growth and inspiring those around her, and her mission permeates every...

Cathy Lemire is The Menstrual Money Coach!  That’s right, Cathy is a financial coach who works with menstruators whose cycle is wreaking havoc on their life.  The ups and downs of hormonal shifts can result in feeling exhausted, burned out and overwhelmed, especially when it comes to money.  Cathy works with women (and their partners) who experience this struggle during their cycle.  By focusing o...

Residing in Texas, Teddy Nguyen a full-time social worker in child welfare.  Almost three years ago, Teddy completed Financial Coach Masters Training and started Lion Lamb Money.  He helps clients uncover the WHY behind their spending, so that they can stick to their budget and progress towards their money goals!  CONTACT OUR GUEST Website: www.lionlambmoney.com YouTube/Instagram/TikTok/LinkedIn:...

Scott Miller is a Financial Coach and the founder of Moving Forward Today.  After having been in deep debt under difficult circumstances, Scott and his wife pushed their way out of their mess with the help of a Financial Coach.  They experienced the struggles, doubts, fears, excitement, and thrill of eliminating all the debt and landing in much healthier financial position.  Now, Scott is returnin...

Steve owns his own financial services firm Steve Kent Financial Services. He works with individuals, families, and small businesses to educate them on how money works, allowing them to dream again and realize they can achieve their financial goals and dreams. CONTACT OUR GUEST services@stevekentfs.com https://www.stevekentfs.com https://linkedin.com/in/stevekent https://www.alignable.com/great-nec...

Seth Connell is a successful Financial Coach who has coached individuals and families in personal finance since 2018, using a method that takes people from debt to wealth.  During that time, Seth also went through law school, graduating in May 2022.  Upon receiving his positive results, Seth will be admitted to practice law in the State of Tennessee, focusing on estate planning and business format...

Caroline Morin is a health coach.  She helps people who are good at taking care of others, and not so good at taking care of themselves.  Caroline helps her clients learn to prioritize their nutrition, exercise, sleep and implement beneficial stress-management techniques.   CONTACT OUR GUEST https://instagram.com/carolinemorinhealthcoaching?igshid=NTc4MTIwNjQ2YQ== https://www.facebook.com/Caroline...

Jessica Mora is a commercial insurance broker in New York City.  Jessica and her team analyze client business issues and challenges while providing risk management and insurance advice on a variety of crucial topics, such as worker’s compensation, property coverage, general liability and auto liability.  Jessica’s ultimate goal is to deliver highly customized solutions to complex problems on behal...

 Shauna A. Wekherlien, CPA, MTax, CTC, CTP, CTS, is a CPA with a master’s degree in Taxation, a published author, and the founder of Tax Goddess Business Services, a 100% digital firm with an expert team of more than 75 people around the globe, which has saved their clients over $1.57 Billion in taxes.  Shauna is a sought-after tax expert who advises business owners, investors, and entrepreneurs t...

Derick Kopp is an Exponential Coach and Found of Inward Solutions Project.  Derick supports visionary leaders in making a bigger difference with the gifts God has given them.  He believes that everyone desires a life of significance, and living inauthentically can severely cramp that life.  Derick works with his clients to create a life of impact, to see opportunities and details in a complex worl...

After experiencing two life-altering car accidents in his short 26 years on earth, Alan Lazaros began questioning everything he was doing.  At an all-time low and filled with regret, Alan searched for answers and found author Bronnie Ware and speaker Tony Robbins.  Their books and talks guided Alan, and helped him make the choice to go all in on self-improvement, to design a life of meaning and pu...

Katy Hylander is a Financial Coach who knows most couples feel overwhelmed when it comes to money.  Their finances may be unorganized or even chaotic, even though they make great money!  Katy provides in-depth, one on one financial coaching that helps these couples become unified in their spending and saving.  Katy’s clients end up feeling more confident and hopeful about reaching their goals and...

Kara Walker graduated from college debt-free, and is now on a quest to help others do the same!  Her podcast, "Money and Mental Peace," helps students get scholarships and pay for college without student loans.  Kara is a Christian entrepreneur, amateur snowboarder, and recovering over-achiever.  She enjoys goal-setting, budgeting, and living a debt-free lifestyle, and wants to ultimatel...

Jason Madsen is many things – a husband, a dad, a dedicated follower of Jesus Christ, an experienced & successful salesperson, as well as a Financial Coach!  Jason began coaching just about 2 years ago, and loves seeing his clients get on a plan, overcome their fears and begin to change their financial future.   CONTACT OUR GUEST Website: https://madsenfinancialcoaching.com/ Email: madsenfinan...