Work Your Wealth Podcast

T HOW DO I FIT DONATIONS INTO MY FINANCIAL JOURNEY? This week I sat down with entrepreneur, blogger and podcaster, Pat Flynn. Pat is the crash test dummy of online business. He experiments to find out what works, and what doesn't online. He's a dad and a husband, and the proud owner of  SmartPassiveIncome.com , a website dedicated to helping people discover how to do business online and take their...

This week I sat down with CPA for Creatives, Amy Northard. Amy Northard , CPA provides tax preparation and bookkeeping services to creative small business owners. After graduation from Indiana University, and then passing the Certified Public Accountant's exam, Amy began working at a small/mid-sized accounting firm, primarily with small businesses and personal taxes. Although she learned a great d...

HOW DO YOU HANDLY MONEY IN YOUR HOUSEHOLD? 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 THI...

This week I sat down with debt freedom expert, Jackie Beck. Jackie Beck is the creator of the app store hit Pay Off Debt, an app thats helped more than 46,000 people use a debt snowball to break free from debt. She and her husband paid off over $147,000 in debt, including their house. HERE'S WHAT YOU'LL LEARN FROM THIS EPISODE: How Jackie paid off $147,000 of debt What the debt snowball is What a...

WHAT KIND OF AWKWARD/UNCOMFORTABLE MONEY CONVERSATIONS AND COMMENTS SHOULD I BE ON THE LOOKOUT FOR WITH FRIEND AND FAIMLY AND HOW SHOULD I HANDLE THEM? 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...

HOW CAN I MAKE TRAVEL AS ONE OF MY MONEY GOALS? This week I sat down with the personal finance coach, Whitney Hansen. Whitney Hansen is a personal finance coach, entrepreneur and host of The Money Nerds Podcast. She teaches overwhelmed millennials how to pay off debt and be financially independent. She gives them the tools to have more fun with money, while sprinkling in a little silliness. Some o...

I'M HAVING TROUBLE MANAGING MY CASH FLOW. WHY? This week I sat down with the Motivational Money Coach, Jen Hemphill. Jen Hemphill helps busy determined women who are content with their income but not their bank account. She helps them transform their finances from being overwhelming to bringing them financial confidence, control and freedom. She is a Motivational Money Coach, an AFC® (Accredited F...

HOW CAN INSURANCE HELP ME? This week I sat down with the President & CEO of Low Load Insurance Services, Mark Maurer. Mark joined Low Load Insurance Services (LLIS) in 2003, assumed the role of president in 2008, and CEO in January, 2013. He earned his CFP® designation in 2006, his bachelor's degree in business and finance from Emory University's Goizueta Business School in Atlanta, Georgia, and h...

This week I sat down with consumer protection lawyer and student loan expert, Jay Fleischman. Jay has been a consumer protection lawyer for over 20 years. He helps people find solutions to their student loans problems so they can plan for the future and achieve their financial goals. He's a nationally-known speaker on the subject of student loan resolution, and operates the Student Loan Law Worksh...

This week I sat down with bestselling author, speaker and money coach, Barbara Stanny. Barbara Stanny is a leading authority on women and money. Her mission is to revolutionize women's relationship with money. As a bestselling author, sought-after speaker, workshop facilitator, and money/wealth coach, Barbara has helped millions take charge of their finances and their lives. Barbara's background i...

This week I sat down with human resources pro and founder of sproutHR, Ashley Cox. Ashley Cox is the HR Partner for Creatives at sproutHR, where she helps you hire, train and lead your thriving team, all with confidence and heart. Ashley can help you create a simple, actionable plan to hire your first team member, provide guidance and resources on training and leading your team, and work with you...

This week I sat down with another financial planner, entrepreneur and educator, Alan Moore, to talk about the things you don't know to ask (but should) of any financial planner you work with. Alan Moore, MS, CFP® is the co-founder of the XY Planning Network and is the Champion of NextGen at Abacus Wealth Partners, a fee-only RIA and financial planning firm managing over $1.5 billion AUM. He is pas...

This week I had the chance to chat with life and business success coach, Reina Pomeroy. Reina Pomeroy is the founder of Reina + Co, the life + biz success coaching practice for creatives who are right brained and heart centered. She helps women who have a million brilliant ideas in their heads that they can't seem to make happen. She helps them to stop spinning their wheels and take action on what...

What are some of the top money mistakes you see entrepreneurs make with their money that I should avoid? I find myself constantly anxious about my finances and feeling guilty when I spend, feeling guilt if I save...How do I stop feeling guilty about my 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....

This week I had the chance to chat with Paula Pant about all things rental real estate. Paula Pant is a self-proclaimed globetrotter, entrepreneur and investor.  She is a journalist-turned-blogger who helps entrepreneurs shatter limits, ditch the cubicle and live life on their own terms. She has traveled to 33 countries and owns seven rental properties. Her belief is that money can fuel your dream...

I've had the same credit card for as long as I can remember. I'm hearing a lot about rewards programs and the need to maximize my options. What should I know when I'm shopping for a credit card? I'm in my late 30s and I feel like I'm doing okay with savings, but I'm not sure that I'm doing enough. How much should I have saved by now? One of the fun parts of being a financial planner is getting to...

DO MY THOUGHTS AROUND MONEY AFFECT MY SPENDING HABITS? This week I had the chance to chat with Dr. Daniel Crosby, a behavioral finance expert. Dr. Daniel Crosby is a behavioral finance expert, a sought after thought leader on market psychology, and the founder of Nocturne Capital. Dr. Crosby created the sentiment and valuation measures that serve as the overlay for Nocturne's tactical strategy. Hi...

AM I SITTING ON TOO MUCH CASH? HOW DO I REALLY KNOW HOW MUCH MORTGAGE I CAN AFFORD? 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 a...

This week I had the chance to chat with Manisha Thakor, CFA, CFP® ardent financial literacy advocate for women. Manisha Thakor, CFA, CFP® is Director of Wealth Strategies for Women at Buckingham and The BAM Alliance, a community of more than 140 independent registered investment advisors throughout the country. An ardent financial literacy advocate for women, Manisha is the co-author of two critic...

I'M IN THE MARKET FOR A NEW JOB. WHAT DO I CONSIDER BEFORE SAYING "YES" TO AN OFFER? DO I  REALLY NEED LIFE INSURANCE? 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 m...

This week I had the chance to chat with Stephanie Burns, founder of Chic CEO. Stephanie is the founder of Chic CEO. Chic CEO is an online resource for female entrepreneurs - bringing how-to information, tools and community to women starting businesses. With 90,000 female entrepreneurs subscribed, Stephanie's vision for Chic CEO is to be the number one resource for any woman who wants to follow her...

HOW DO I GET STARTED WITH INVESTING? RETIREMENT SAVINGS OR COLLEGE SAVINGS: WHICH COMES FIRST? 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 answ...

I WANT TO MAKE A CAREER CHANGE. WHERE DO I START? This week I had the chance to chat with Anna Runyan, founder of Classy Career Girl. Anna is the Creator of Corporate Rescue Plan™ and CEO of one of Forbes 35 Most Influential Career Sites, ClassyCareerGirl.com. She's a winner of the Top 5 Blogs For Young Professionals by Levo League and one of 15 Career Experts To Add To Your Twitter Feed Now by Th...

HOW MANY BANK ACCOUNTS DO I NEED? SHOULD I PURCHASE A HOME IF I HAVE STUDENT LOANS? 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 a...

This week I had the chance to chat with Kimberly Palmer, author of Smart Mom, Rich Mom. Kimberly Palmer is the author of "Smart Mom, Rich Mom: How to Build Wealth While Raising a Family." She is a financial journalist living in Washington, DC with her family, including two children. WHETHER YOU'RE A PARENT OR NOT, HERE'S WHAT YOU'LL LEARN FROM THIS EPISODE: The statistics behind women handling the...