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

Mark Doherty in an investor, trader, and an author.  Mark served four years in the United States Air Force and then graduated from with an Accounting degree from Bradley University in Peoria, IL.  Mark spent time in corporate America as a Controller and Payroll Manager, and was always fascinated with the stock market.  In 2020, Mark learned about LEAPS options and transformed his IRA account from...

Sara Hurst is the owner of Devoted Financial Coaching, specializing in changing the mindset of her clients.  Sara helps people address money hang-ups and get their budget set on auto-pilot, so that money stress is no longer a part of their regular life!  Sara is also a part of Powerhouse Coaches, a collaboration of professionals dedicated to providing real solutions to other coaches to improve and...

Marv McGuire is a real estate investor based in St. Petersburg, Florida.  Marv loves connecting with and helping people.  Marv served 25 years in the United States Navy.  He holds Masters Degrees in Financial Management from the Naval Postgraduate School and Public Administration from the University of Oklahoma and a B.S. in Political Science, from the United States Naval Academy.  Marv and his wi...

Andrea Rotondo is a bookkeeper and the owner of Liquid Cents Bookkeeping.  Her background in Psychology, years of volunteer work, and life as a military spouse (now veteran's spouse) filled her with a desire to connect and help others in a meaningful way.  That's why she supports women business owners who want to build wealth themselves, while helping others!   CONTACT OUR GUEST Email: a...

Kimberly Vap is a mortgage loan officer, who initially started her career in 2011 as a loan closer with a title company.  After ten years in that role, Kimberly realized that the families sitting across from her, who were getting ready to buy a home, had no idea what they were paying or how much their loans were really going to cost them.  This experience spurred Kimberly into originating.  Kimber...

Olivia Connell is a former public school teacher turned full-time tutor.  Specializing in language, Olivia works with students in first through fifth grade, helping them building the foundational skills they need to achieve academic success!  CONTACT OUR GUEST Facebook: @TutoringByOlivia757 Website: https://tutoringbyolivia.wordpress.com/ Email: oliviaconnell3510@gmail.com ========================...

 JD Green is the founding coach of HERO Financial Life Coaching. After 8 years of Active Duty Air Force service, JD left the military to pursue his passion of helping people with their finances. His mission is to guide America's heroes (military & first responders) to become the heroes of their own financial journey through Habits, Education, Resources, and Opportunities. JD is currently...

Lauren Litt is the owner and lead Social Media Manager at Lil Shameless Plug, a social media management company dedicated to the curation and creation of quality content for the creative entrepreneur.  Having spent a decade as an actor, Lauren found that while she had many incredibly talented friends, not all of them knew how to promote themselves online.  Since its creation, Lauren has been able...

Rocky Lalvani is the Profit Answer Man. He teaches them how to ensure they get paid and make profit a priority! As a certified Profit First Professional, he helps clients implement Mike Michalowicz's Profit First System.  Rocky’s parents immigrated to the United States when he was two years old, his parents already in their 40's. Despite many struggles, including losing his mother when h...

Abby Stafford is the owner of Abacus Solutions Financial Coaching.  A CPA by trade, Abby spent several years in the corporate accounting world and now manages the financial side of her family’s business.  Abby’s vast experience with employee benefits along with her small business management allows Abby to help her clients navigate life’s toughest financial obstacles!   CONTACT OUR GUEST Website: h...

Karen Hackman is a Financial Coach who helps couples talk about money - without arguing!  In the early days of her marriage, Karen and her husband could not talk about money without fighting.  After doing some research – and having an “Ah-ha!” moment – Karen was able to change her mindset around money.  She and her husband started talking about their finances and budgeting in a positive way, and e...

Vince Talazac is an experienced financial coach who created his coaching practice to help others beat debt, build wealth and live life with more purpose.  After 20 very successful years in the military, followed by the same in corporate America, Vince found himself longing to connect more deeply with people about what really matters.  This calling on his life, to help people overcome the stress an...

Ryan Derousseau, CFP® specializes in working with therapists, private and group practitioners and the self-employed, enabling them to thrive financially so they can focus on clients. CONTACT OUR GUEST Free e-book: https://thinkingcapfinancial.com/incometowealth/ Website: https://thinkingcapfinancial.com/ LinkedIn: https://www.linkedin.com/in/ryanderousseau/ YouTube: https://www.youtube.com/@Thinki...

Cathy Thomann is more than just a guest…she’s my COUSIN!  Cathy also grew up in New York, and relocated to Virginia after college.  After spending 20 years as a Librarian for the City of Norfolk, Cathy now works in the city’s IT Department.  An avid listener of “Le$$ons Learned,” Cathy has a great story that will resonate with all of us who came of age in the 80’s.   =========================== AB...

Are you a young professional, Millennial or Gen Z member who needs help with financial awareness?  Are you seeking control of your financial situation?  Do you need an accountability partner for your budgeting?  Destiny Jordan is your coach!  As a Ramsey Preferred Coach, Destiny strives to become her clients’ B.F.F. – Best Financial Friend!   CONTACT OUR GUEST Linktree: @DestinationCoaching | Link...

Theadora Vosse is a coach and podcaster who, at only 26 years old, found herself separated and ultimately divorced.  The dramatic change in her life led her to focus on her own healing journey, where she discovered a passion for coaching others in the areas of finance, love and life.  Her podcast, “Single or Divorced,” is designed to help young singles and divorcees free themselves from the shackl...

Saskia Michel is a Financial Coach and Business Strategist.  Saskia enjoys helping couples and individuals achieve their goals and win with money by shifting their mindset.  She also loves helping start-ups and small businesses develop greater awareness of their expenses to help increase their profits.   CONTACT OUR GUEST Website: https://www.bloomingbizmind.com/saskiamichel/ Email: michelmoneybiz...

Jay Zigmont, PhD, MBA, CFP® is the Founder and CEO of Childfree Wealth®, a life and financial planning firm dedicated to helping Childfree and Permanently Childless people. Childfree Wealth is the first life and financial planning firm dedicated to serving Childfree people.  Dr. Jay is a CERTIFIED FINANCIAL PLANNER™, Childfree Wealth Specialist, and author of the book “Portraits of Childfree Wealt...

Jay Zigmont, PhD, MBA, CFP® is the Founder and CEO of Childfree Wealth®, a life and financial planning firm dedicated to helping Childfree and Permanently Childless people. Childfree Wealth is the first life and financial planning firm dedicated to serving Childfree people.  Dr. Jay is a CERTIFIED FINANCIAL PLANNER™, Childfree Wealth Specialist, and author of the book “Portraits of Childfree Wealt...

ABOUT OUR GUEST Loison Kast is a Life Coach and Business Strategist as well as a Retired Army Infantry Combat Veteran.  Loison supports individuals and organizations in the process of self-realization, which is defined as “the fulfillment of one’s own potential.”  Loison believes, and imparts on his clients, that our best days, our best times and our best selves are all yet to come, and we have mu...

 Skyler Fleming is a personal finance podcast host.  He hosts “Money Talk with Skyler Fleming,” a podcast dedicated conversations around money, in hopes that we can all do better with our finances.  Skyler found a love for money management when he was young and working in a call center for a credit union.  He saw a lot of people go through hard financial times, and quickly learned more about money...

Jason is a husband, author, speaker, teacher, encourager, and Stewardship Coach.  By the leading of the Holy Spirit, he founded Jericho Force Enterprises in Fall 2017.  Jason helps kingdom business owners grow so they can reach their full potential.  Jason has helped lead people out of over $310,000 of debt and set aside upwards of $100,000 in savings.  His impact extends to the organizational lev...

Josiah Aston is the owner and founder of Financial Hope Services.  His journey to becoming a Financial Coach started when he and his wife decided to change the legacy of their family tree by being “weird.”  They paid off car loans, credit cards, and student loans, cash-flowed an adoption and pregnancy, and started two new businesses.  During this time, Josiah realized he wanted to help others gain...

Justin Bennett, nationally recognized as one of America’s top financial coaches, has coached over 1,000 households and small business owners on how to win with their money.  After a decade of coaching, Justin’s clients have paid off more that $7 million dollars of debt!  Through his passionate speaking style, Justin motivates clients to take action on their financial goals.   CONTACT OUR GUEST Web...

Renata Smith is the owner and founder of Thrive Financial Coaching.  With a degree in Accounting and a background in Finance, Renata would seem like the perfect Financial Coach – but it was actually her personal experience with divorce, individual counseling and support groups that led her passionately into the field!  Educated by both Dave Ramsey’s Financial Coach Masters Training and Financial C...