Welcome to episode 226 of Love, your Money! In this episode, I’m joined by retirement expert Anne Lester. Anne’s 30-year career in finance is beyond impressive. She was the Head of Retirement Solutions at JP Morgan, where she managed $125 billion in target date assets and traveled around the country to share her expertise. 

Anne’s mission is to help others prepare for a secure and successful retirement. She’s a regular contributor to Bloomberg TV, CNBC, The Wall Street Journal, and The New York Times and is preparing to release her new book, “Your Best Financial Life.”

In today’s episode, you’ll hear about the different “money types” and how to understand yours to save smarter. You’ll also hear how to clear the psychological hurdles of saving for retirement, actionable advice for building a healthy portfolio, and how to reshape harmful investing behaviors.

Here’s what you’ll find out in this week’s episode of Love, your Money:Anne’s robust financial resumeWhy Millennials own less wealthRewiring your brain for delayed gratificationHow to outpace inflationWhy to automate your investing Different money types Minimizing the emotional stress of investing How to approach retirement investingAdvice for people who are behind on saving


Show Notes To get access to the full show notes, including all the resources mentioned, visit: https://hendershottwealth.com/podcast/anne-lester

 Follow Hilary on:
Twitter
LinkedIn
Instagram
Facebook
YouTube

Subscribe to Love, your Money
Apple Podcasts
Overcast
Spotify
Google Podcasts 

 Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.

226: Automating Your Savings to Secure Your Best Financial Life with Anne Lester

If you are seeking your path to real financial success – this show is for you. Truly achieving financial freedom requires you master the “inner” world of money - your money mindset - and the “outer” world of money - consistently growing your net worth. One without the other is not enough. This show contains powerful systems and methodologies for women who run businesses and women who don’t. Love, your Money with Hilary Hendershott tackles money beliefs and financial planning strategies like:

What your family life growing up may say about your credit card debtWhat tax strategies make the most sense for business ownersHow to leverage compound investments to build truly passive incomeHow the quality of your relationships rise and fall on your money habitsWhether index funds are better to invest in than actively managed fundsTaking charge of your income and cash flow so you have money for today and tomorrow
Hilary Hendershott is a CERTIFIED FINANCIAL PLANNERTM professional with more than two decades of experience as a wealth manager. She’s NBC’s “Investor’s Voice of Reason”, an Investopedia Top 100 Financial Advisor five years running, and a TEDx speaker with her own personal experience of making money mistakes before multi-million-dollar success. Love, your Money With Hilary Hendershott is an ongoing conversation for you to improve your relationship with money, deepen your understanding of how money works in every area of life, and gain the clarity you seek about strategic wealth building and investing decisions and questions. 
Subscribe to Love, your Money with Hilary Hendershott wherever you find your other favorite podcasts. And if you love what you hear, show some love with a five-star rating! 
 For more information, visit https://hendershottwealth.com 


Education

Training

Language Courses

Higher Education

K-12

Educational Technology

Business

Investing

Careers

Management & Marketing

Business News

Shopping

Self-Improvement

Welcome to episode 234 of Love, your Money! In this episode, we’re simplifying a few important topics that can feel overly complex to many people — tax-loss harvesting and backdoor Roths. 

If you’ve heard about these strategies before, but aren’t sure exactly what they mean, today’s episode will tell you everything you need to know. If you’ve never heard of these strategies, no problem! 

You’ll learn a few strategies that can improve your financial situation today. Before you know it, you’ll be teaching your friends how they can improve their financial situation! 

Here’s what you’ll find out in this week’s episode of Love, your Money:

How a backdoor Roth IRA worksWho is a backdoor Roth IRA for? Why to do a backdoor Roth conversionWhat is tax-loss harvesting? The step-by-step tax-loss harvesting process What to watch out for when tax-loss harvesting
Show Notes To get access to the full show notes, including all the resources mentioned, visit: https://hendershottwealth.com/podcast/tax-loss-harvesting

 Follow Hilary on:
Twitter
LinkedIn
Instagram
Facebook
YouTube

Subscribe to Love, your Money
Apple Podcasts
Overcast
Spotify
Google Podcasts 
 Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.

234: Tax-Loss Harvesting & Backdoor Roths with Hilary Hendershott

Welcome to episode 233 of Love, your Money! Today, I’m joined by Breanna Blaney. Breanna is the Life, Invested Director & VP leading Dimensional’s efforts to explore the relationship between life and investing. The firm’s Life, Invested program helps simplify the world of investing, integrating it into the bigger picture of people’s lives so that they can not only invest better but live better.
 
Breanna also has over 1,000 hours training in yoga and Ayurveda and is passionate about the intersection of mindfulness and finance. She serves on Dimensional's Women & Wealth steering committee and has prior experience in real estate private equity and corporate finance. She graduated with a BA in business and economics from the University of North Carolina at Chapel Hill.

In this episode, you’ll learn how to develop and cultivate a healthy money mindset. If you’re nervous about investing or struggle with risk tolerance, Breanna has a ton of great insights to help you achieve some peace of mind with investing. 

Here’s what you’ll find out in this week’s episode of Love, your Money:

Awareness around your money mindsetThe evolution of investingHow to accept the risk of investing What data does Dimensional Funds lean on? Aligning your money with your life’s mindset
 Show Notes To get access to the full show notes, including all the resources mentioned, visit: https://hendershottwealth.com/podcast/breanna-blaney

 Follow Hilary on:
Twitter
LinkedIn
Instagram
Facebook
YouTube

Subscribe to Love, your Money
Apple Podcasts
Overcast
Spotify
Google Podcasts Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.

233: Achieving Peace of Mind in Investing with Breanna Blaney

Welcome to episode 232 of Love, your Money! In this Money Coaching episode, I’m joined by a husband & wife duo who own a direct sales business.

As entrepreneurs, they’ve been so focused on growing their business for the last 12 years that their personal finances have become an afterthought. As they look ahead towards retirement, they also know something has to change.

In today’s episode, I’ll share actionable advice on how to go from successful business owners to having financial freedom in retirement. We’ll talk about eliminating debt and credit as a means to grow a business and growing your net worth to the nest egg that generates income.

*Please note, to protect my clients’ identities and respect their privacy, I’ll be using pseudonyms for all money coaching episodes.

Here’s what you’ll find out in this week’s episode of Love, your Money:

Replacing your income The 3 things you can do with personal incomeThe Rule of 72 Raising the revenue of a direct sales businessBreaking down business debtBuilding your net worth as a business owner
 Show Notes To get access to the full show notes, including all the resources mentioned, visit: https://hendershottwealth.com/podcast/net-worth-financial-freedom

 Follow Hilary on:
Twitter
LinkedIn
Instagram
Facebook
YouTube

Subscribe to Love, your Money
Apple Podcasts
Overcast
Spotify
Google Podcasts Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.

232: Live Money Coaching: Growing Your Net Worth For Financial Freedom

Welcome to episode 231 of Love, your Money! In this episode, I’m sitting down with Nikki Rausch to learn how to sell easily and authentically, while eliminating fear around the sales process.

Nikki has more than 25 years of sales experience. As the founder and CEO of Sales Maven, she helps small businesses and entrepreneurs sell without giving off that “used car salesman” vibe.

Today, you’ll hear Nikki share tips for kicking the “ick” from the sales process, making yourself comfortable while closing the deal, and using neurolinguistic programming to improve your sales success. 

Here’s what you’ll find out in this week’s episode of Love, your Money:

Why is selling uncomfortable? Nikki’s 5-step Selling Staircase frameworkHow to tell if you’re talking to an ideal clientHow to ask questions that pique curiosityTips for closing the sale How to keep power and avoid chasing clients Using “bless and release” to avoid bad clientsEthically applying neurolinguistic programming
 Show Notes To get access to the full show notes, including all the resources mentioned, visit: https://hendershottwealth.com/podcast/nikki-rausch

 Follow Hilary on:
Twitter
LinkedIn
Instagram
Facebook
YouTube

Subscribe to Love, your Money
Apple Podcasts
Overcast
Spotify
Google Podcasts Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.

231: Learn How to Sell Easily & Authentically with Nikki Rausch

Welcome to episode 230 of Love, your Money! In this episode, we're continuing the conversation on the financial implications of divorce. And today, I'm joined by Certified Divorce Financial Analyst®, Karen Sparks.

Karen is a speaker, author, and founder of Divorce Financial Strategists. For over 10 years, she has assisted families (as well as legal and financial professionals) in navigating a divorce, dividing and allocating personal assets, and preparing couples for success in the next chapter of their lives.

Having experienced a divorce herself, Karen found her calling and wanted to combine her expertise in the finance world as a CFO to fill a much-needed gap: helping others get through an incredibly emotional period of their lives and retain what is rightfully theirs.

In our conversation, you'll learn why it's critical to locate and gather necessary documentation immediately, where important assets are held, and how many years' worth of documents are needed to settle a divorce when a family business is involved.

Here’s what you’ll find out in this week’s episode of Love, your Money:
 How an expert analyzes the personal situationActions that derail an amicable divorce from happeningAdvice on where to start when an divorce is inevitableHow long a divorce is kept a secret from the spouseThe importance of documenting everythingDivorce scenarios where a CDFA will add value
 Show Notes To get access to the full show notes, including all the resources mentioned, visit: https://hendershottwealth.com/podcast/karen-sparks

 Follow Hilary on:
Twitter
LinkedIn
Instagram
Facebook
YouTube

Subscribe to Love, your Money
Apple Podcasts
Overcast
Spotify
Google Podcasts Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.

226: Automating Your Savings to Secure Your Best Financial Life with Anne Lester

Download our free app to listen on your phone