Work Your Wealth Podcast

WHY AM I SO AFRAID OF PUBLIC SPEAKING? This week I sat down with Media and Communication Coach, Angela Chee. Angela is a Media/On-Camera and Communication Coach, TV Host, Speaker and Creator of YOU, Amplified!™ and The Empowered Thought Leader Academy™. She helps leaders and entrepreneurs who are ready to become the THE Go-to experts get more credibility, exposure and own their power and their voi...

WHAT SHOULD I CONSIDER ABOUT INFERTILITY TREATMENTS AND MY FINANCES? One of the fun parts of being a financial planner is getting to field and answer questions from clients and readers all around the country. In these Work Your Wealth episodes I'll be taking time to address and answer questions I've come across from readers and clients throughout my career. Today I'm answering the above question:....

This week I sat down with attorney and business strategist, Annette Stepanian. Annette Stepanian is an attorney and business strategist who equips other creative professionals and small business owners with the legal and business knowledge needed to confidently start and grow their businesses. After practicing litigation at a national law firm in San Francisco for over five years, she took a leap...

WHY IS IT IMPORTANT TO GOAL PLAN WHEN GROWING A BUSINESS? This week I sat down with author, publisher and speaker, Lara Casey. Lara Casey is a mom to three (one through the gift of adoption), a grateful wife, and a believer in the impossible (she and her husband have quite the story!). She is passionate about helping people get unstuck, unrushed, and living on purpose instead of by accident. To he...

This week I sat down with CPA, Josh Bauerle. Josh is a CPA an the founder of CPA on Fire, a tax and accounting firm that specializes in working with online based entrepreneurs. HERE'S WHAT YOU'LL LEARN FROM THIS EPISODE: An overview of some of the big changes with the new tax reform. Updates to the Standard and Itemized deductions along with the Personal Exemption and how they impact you. The chan...

This week I sat down with Money Mindset Maven, Tonya Rineer. Tonya Rineer is a Speaker, Podcast Host and Money Mindset Maven who helps women entrepreneurs super-charge their profit potential by revolutionizing the way they think and feel about money! Her fun, action-packed coaching style helps women amp up their mindset and create value-based profit strategies that lead to financial peace and feel...

HOW DO I ACTUALLY MAKE PROGRESS WITH MY MONEY THIS YEAR INSTEAD OF SETTING GOALS IN NEVER REACH? One of the fun parts of being a financial planner is getting to field and answer questions from clients and readers all around the country. In these Work Your Wealth episodes I'll be taking time to address and answer questions I've come across from readers and clients throughout my career. Today I'm an...

his week I sat down with business strategist, Katie Hunt. Katie Hunt is the founder of Tradeshow Bootcamp, host of the Proof to Product Podcast, a business strategist, and a mentor to creative entrepreneurs. She is a firm believer in professional development, surrounding yourself with community and pushing go even when you might not feel 100% ready. Katie earned a dual MBA in marketing and finance...

AM I HANDLING MY STUDENT LOANS CORRECTLY? This week I sat down with fellow CERTIFIED FINANCIAL PLANNER™ and blogger, Natalie Bacon. Natalie is a CERTIFIED FINANCIAL PLANNER™ at a registered investment advisory firm during the day, and a blogger at night. She's been featured in Forbes, CNBC, MSNBC, US News, and The Huffington Post. Before all this, Natalie was an attorney, but quit because she hate...

This week I sat down with CPA and Tax Professional, John McCarthy. John is a CPA and founder of McCarthy Tax Preparation and Advisor Facing Tax where he has helped families and small businesses with income taxes and planning for the past 15+ years. He is also a past member of XY Planning Network, a leading organization of fee-only financial advisors who specialize in helping members of Gen X and G...

This week I sat down with Financial Advisor and Certified Divorce Financial Analyst, Laurie Itkin. Laurie Itkin is a financial advisor and certified divorce financial analyst who specializes in helping women transition financially from married to single life. She is passionate about increasing the financial literacy of under-served populations and provides pro-bono financial planning through the S...

HOW DO I FOCUS ON MY HEALTH AND BUILD WEALTH AT THE SAME TIME? This week I sat down with holistic nutrition consultant, Drew Follette. Drew is a certified holistic nutrition consultant helping clients improve their health through whole-foods nutrition. She works one-on-one with those who struggle with hormone imbalances, digestive issues, autoimmune, and other difficult health conditions. Drew hel...

CAN PRODUCTIVITY HELP ME TO LIVE ON PURPOSE? This week I sat down with Productivity Expert and founder of inkWELL Press, Tonya Dalton. Tonya is a productivity expert who started her first business in 2009 working out of her dining room juggling two small kids. By 2011, she had grown the business to the point where her husband could leave corporate America and come work with her. By combining her e...

HOW DO YOU TEACH YOUR YOUNG KIDS ABOUT MONEY? One of the fun parts of being a financial planner is getting to field and answer questions from clients and readers all around the country. In these Work Your Wealth episodes I'll be taking time to address and answer questions I've come across from readers and clients throughout my career. Today I'm answering the above question. WHAT YOU'LL LEARN FROM...

WHAT DO I REALLY NEED TO KNOW ABOUT RETIREMENT PLANNING? This week I sat down with fellow financial planner and CFP®, Jude Boudreaux. Jude is a Partner with The Planning Center. Previously he founded Upperline Financial Planning in 2010, and has been involved in the planning industry for 17 years. His personal mission is to help others live their lives on purpose. He lives in New Orleans with his...

One of the fun parts of being a financial planner is getting to field and answer questions from clients and readers all around the country. In these Work Your Wealth episodes I'll be taking time to address and answer questions I've come across from readers and clients throughout my career. On today's episode, I welcomed back my favorite guest to help me answer some of of your money questions. Toda...

This week I sat down with Business Strategist, Natalie Eckdahl. Natalie Eckdahl is a Business Strategist and High Performance Coach who helps high-achieving women entrepreneurs across industries and time zones build, grow and scale their business while avoiding overwhelm. She's the Founder of the BizChix Community and Podcast, and has been recognized as "One of the Top Women in Business to Listen...

In today's episode I'm recapping a recent blog post I wrote giving you the pep talk you may need around your money. If you're in need of a loving (and brief) kick-in-the-pants around your finances, this is for you!  LINKS MENTIONED ON THE SHOW: Schedule a free 30-minute consultation with me Work Your Wealth: 9 Steps to Making Smarter Choices With Your Money 9 Steps to Workable Wealth

ARE THERE WAYS TO PROTECT THE WEALTH I AM BUILDING? This week I sat down with property & casualty insurance professional, Parker Cox. Parker is head of sales and marketing for KM Insurance Services, an independent insurance agency that has been serving San Diego for nearly 40 years. He's passionate about insurance, not because of a masochistic appreciation of legal jargon, but because it gives him...

HOW DO I KNOW WHAT RETIREMENT ACCOUNTS ARE AVAILABLE TO ME AND WHICH ONE(S) SHOULD I TAKE ADVANTAGE OF? One of the fun parts of being a financial planner is getting to field and answer questions from clients and readers all around the country. In these Work Your Wealth episodes I'll be taking time to address and answer questions I've come across from readers and clients throughout my career. Today...

This week I sat down with Self-Leadership coach, Amanda Flisher. As a Self-Leadership Coach, Amanda works with individuals to dig deeper, move past learned beliefs and values, and to uncover their own unique value system. She guides them through making better choices, better goals, and ultimately having more satisfaction in their achievements. Amanda holds an Associate Certified Coach certificate...

SHOULD I  BUILD A NETWORK TO ENHANCE MY CAREER? This week I sat down with CPA, financial influencer and networker extraordinaire, Philip "PT" Taylor. Philip is a CPA, husband and father of three. He created PTMoney.com back in 2007, and he founded FinCon, the annual marketing conference for financial influencers and professionals, in 2011. He got rid of debt, learned to live lean, saved his money,...

This week I sat down with millennial money expert and author, Erin Lowry. Erin Lowry is a millennial personal finance expert and the founder of BrokeMillennial.com. She's also the author of "BROKE MILLENNIAL: Stop Scraping by and Get Your Financial Life Together." Lowry has contributed to Forbes, Business Insider, New York Magazine's The Cut and U.S. News & World Report. Some of her insights have...

This week I sat down with award winning podcaster, Joe Saul-Sehy. Joe Saul-Sehy is the creator and co-host of the award winning Stacking Benjamins podcast. Kiplinger magazine called Stacking Benjamins the best personal finance podcast of 2016. The Academy of Podcasters has nominated Stacking Benjamins for their Best Business Podcast award, to be given out later this year. Joe was a financial advis...

One of the fun parts of being a financial planner is getting to field and answer questions from clients and readers all around the country. In these Work Your Wealth episodes I'll be taking time to address and answer questions I've come across from readers and clients throughout my career. On today's episode, I have a super fun guest to help me answer some of of your money questions. Today Brian S...