Love, your Money - Wealth, Money, and Financial Advisor for Women

The federal fiduciary rule has been a hot topic in recent months, first because of President Obama's decision to establish it. Now that President Trump has put the rule on hold to be reviewed, we're all talking about fiduciary advisors and regulations once more. I came across an excellent article recently, "What Your Financial Advisor Isn't Telling You," by Dr. Antoinette...

Profit Boss® Radio is celebrating our 1-year anniversary. When you think of anniversaries, you typically think romance. Since this is a financial podcast, I'm going to combine those two concepts and interview my husband, Robert Hendershott. He's a bonafide hedge fund manager. Hedge fund investing is a topic that's stumped me in the past so it will be a nice change of pace to demysti...

Our guest today, economics professor Sharon Poczter, is a renowned economist, researcher of financial exclusion, and self-professed Shark Tank junkie. Sharon has recently published findings that compare the pitches of investors with their success securing funds from the sharks. Since she's always been interested in how a lack of funds can exclude certain groups from wealth and leadership, she...

In this episode, I'm talking you through both of those processes - and giving you a ton of resources to help you along the way! I start with my step-by-step recommendations to build a strong financial foundation. Whether you're a listener in your twenties with your first job, your thirties with some debt to eliminate, or approaching retirement, these simple guidelines can help you build...

David is the author of NINE New York Times Bestsellers about money, including  The Automatic Millionaire   and  Smart Women Finish Rich .  David recounts the very early financial education he received from his grandmother, herself a single woman who decided to master money at the age of 30. Now, David teaches people around the world how they can become millionaires by implementing a very simple mo...

This week I'm speaking with Kelly, whose lax money habits from her early 20s landed her in a stressful 25-year cycle of debt and uncertainty. Now, having sought help to finally improve her understanding of money and establish healthy spending and saving, she's debt-free.  This episode is a great one for anybody wrestling with feelings of failure or inadequacy around money, but it's...

Happy new year, Profit Bosses®! I've heard from many of you that you want a step-by-step outline of how to get started investing, so our goal today is to provide just that! In this interview, PT starts by describing how he got started investing and saving.  He talks about how to know when you're ready to start investing for the long term, and the different types of retirement accounts yo...

Welcome back to Profit Boss® Radio for our final episode of the year! It's been a wonderful ten months of learning and community-building with you all, and I can't wait to see how this show and community evolve in 2017. Jessica talks about how she combined a lifelong love of performing with marketing acumen to become an engaging podcast host. Her first show, Lady Business Radio , offered...

We're back with another Everyday Heroine this week! Jennifer is the host of Congressional Dish . She's a spitfire committed to producing a valuable podcast with no partisan slant, and all in the face of some financial uncertainty. Before diving into the interview, I've got a mini-economics lesson for you. You've probably heard that the Fed raised interest rates -- but what&apos...

Why do all the hard work to build up financial security if you're not going to protect it, right? So the point of today's episode is to express that the same principle applies to your business, too; you've got to make sure you and your business are legally protected from any unforeseen lawsuits, so you're not blindsided into losing what you've worked for. For this advice,...

Before answering your questions, I want to make sure you start 2017 on the right foot by talking about taxes. I share some of my top tax tips -- including last-minute charitable contributions and tax loss harvesting -- that you can implement to make the most of your taxes for this year. I also give you a rundown of an excellent recent article from the  Wall Street Journal  that backs up what I&apo...

I get to be a fan-girl on this episode of the  Profit Boss® Radio because of today's guest. It's not often that I have the opportunity to spend an hour with a three-time New York Times best-selling author who is a household name, and that's exactly who my guest is today. Dan Ariely is a world-famous economist who doesn't write about get-rich-quick schemes but has an amazing abi...

This week, I'm speaking with Cassie Crossley, podcaster and IT professional, about her own journey to financial security. Cassie's story is one of learning tough lessons, crafting a vision for the future, and maintaining the discipline to see it through. She's had plenty of obstacles -- two short marriages with financial troubles and lots of personal debt included -- but she hasn&ap...

Laura Roeder is the founder of MeetEdgar, a powerful piece of software that organizes your social media posts, re-uses them, and distributes them intelligently. Before MeetEdgar, she ran a super successful coaching business , and has packed countless lessons into her already awesome career. While we don’t usually focus on entrepreneurship on this show, Laura’s story and advice were too good to pas...

Profit Boss®, I really can't overstate the importance of getting your financial advice from sound, unbiased sources. That's why I work to translate financial research into actionable advice for all of you. But this week, I'm stepping it up a notch by bringing you an interview with a bonafide expert -- Dr. Wade Pfau! In this episode, Wade shares absolutely essential information that...

I hope that regardless of how long you've been listening to Profit Boss® Radio , you know that this podcast serves multiple purposes. Yes, I want you to learn concrete ways to improve your relationship with money; and yes, I do want you to get motivated to go out and earn everything that you deserve. I'm so excited to share my interview with today's guest, Wendy Wallbridge. Wendy is...

Amy Fox joins us this week to discuss the film Equity.  Amy talks about where the idea for a film all about women in the financial industry came from, what the team wanted to bring to the big screen, and how they researched the storyline. Amy also shares the feedback she's gotten from men and women about the sexism portrayed in the film, as well as the challenges she and other women in Hollyw...

So many women dream of fleeing the nine-to-five workday in favor of more time and freedom. Often, however, it can be difficult to pinpoint the exact steps that will set you on that path. This week's guest has pulled together all the resources you need to make the jump from corporate work to the life of an entrepreneur, and she's offering them to you for free! Amy Mewborn is a former fina...

Everybody in our Profit Boss® community has a unique financial journey. And for some of us, we had to hit rock bottom before we got re-educated about money. Our guest Lauren Greutman experienced the stress of never having enough, and she's here to tell you how you can finally defeat your debt. Lauren is a self-professed spender. A few years ago, she and her husband found themselves $40,000 in...

After being fired from her corporate job in a particularly nasty fashion, Caitlin Pyle struggled with self-doubt and depression as she looked for her next career move. Less than two years after the launch of her site Proofread Anywhere , she's made more than $1 million in revenue and enjoys more financial freedom than she ever could have imagined.  Caitlin is a self-made entrepreneur who&apos...

Payel is my firm's Chief Investment Officer. Loring Ward, her company and my longtime partner, gives myself and my clients access to some of the best financial minds in the business. Payel offers her perspective on both the technical and emotional sides of finance. She talks about how she learned she could help people as a financial advisor, and all the key emotional skills she had to master...

First we address the internal nature of most money-related obstacles. It's crucial that you dismantle negative assumptions about your money competence in order to move forward and craft your ideal life. Wealth is out there for you; you just need a solid plan, a kick-ass attitude, and some sound advice to achieve your financial goals. Finally,  I offer you the chance to have a fifteen-minute c...

For the second week of Women's Financial Freedom Month,we're joined by the spectacular Manisha Thakor. Manisha is not only a CFA and CFP, but a former investment portfolio manager and an author passionate about helping women empower themselves by understanding money.  Manisha talks about her concept of "money zen " -- the point where you don't worry about money because you...

Welcome to Financial Freedom Month!  To kick things off, we've got a solo episode packed with advice to right your financial ship -- or to keep you on the stellar journey you've started. First, I go through the Eight Principles of Financial Freedom that will help you get clear on your path and stick to it. This process is all about self-reflection on your current reality and how it relat...

Hey Profit Boss® -- what if I told you that you could build a successful, independent, and beneficial business around your unique skills and strengths? This week's guest, Rha Goddess, shares her advice on how to do exactly that. Rha is an artist, activist, and very spiritual person. She is also an entrepreneur and a passionate coach of fellow entrepreneurs who are seeking to bring their ideas...