In this episode of "Cash and Sass," host Lisa Marie Robinson, the "sassy wealth queen" and founder of Transcendent Wealth Company, chats with Morgan Anderson, founder of Golden Lion Tech Solutions and author of "Tax Debt Rule Number One: There's Always a Solution." With over 25 years of tax resolution experience, Morgan shares insights on financial strategies, the importance of understanding financial documents, and maintaining clear financial records. They discuss avoiding common financial pitfalls, the necessity of separating personal and business finances, and the value of professional financial guidance. The episode emphasizes proactive financial management for business success.

• Importance of understanding financial documents (e.g., profit and loss statements, balance sheets)
• Role of financial professionals (bookkeepers, CPAs, fractional CFOs) in business success
• Common pitfalls in financial decision-making for new business owners
• Necessity of separating personal and business finances
• Regular cash flow management and its impact on business decisions
• Learning from past financial mistakes and making informed decisions
• Practical strategies for organizing financial records, especially for service providers
• Importance of proper documentation for business expenses and tax compliance
• Handling IRS audits and changing perceptions about the IRS

Morgan Q. Anderson, EA, is the CEO and Founder of Golden Lion Tax Solutions and the author of "Tax Debt Rule #1: There's ALWAYS a Solution!" 

http://www.goldenliontaxsolutions.com

https://www.linkedin.com/in/morgan-anderson-ea/

https://www.facebook.com/GoldenLionTaxSolutions

If you have a tax account concern, before doing anything else, watch this free 10-minute, fact-filled webinar that will provide guidance and much-needed clarity for you:

https://corn-chimpanzee.webinarninja.com/automated-webinars/22667/register

Attend Morgan’s amazing summit:
We’re excited to announce our upcoming Essential Business Insight Summit, happening soon. This summit is specifically designed for business owners, entrepreneurs, and professionals looking for practical, immediately actionable strategies. In less than two hours, attendees will walk away with over 40 tips they can implement right away—covering topics like financial positioning, marketing, client relationships, taxes, and more. Our goal is to provide real value that sparks growth from day one. You can check out all the details and register here and for listeners, you can get 10% off with the code SUMMIT10.

https://bit.ly/essentialbusinessinsightsummit

Ready to write a new money story? Book a Wealth Creation Call HERE

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Founder of Transcendent Wealth Co. LLC

https://transcendentwealthco.com/

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In this episode of "Cash and Sass," host Lisa Marie Robinson, the "Sassy Wealth Queen" and founder of Transcendent Wealth Company, welcomes guest Egle Aleknaviciute. Egle, an expert in business and economics, shares her journey across five countries and her mission to help women overcome limiting beliefs about money. They discuss unconscious biases that affect women's financial perceptions and offer practical steps to shift mindsets towards abundance. Egle emphasizes the importance of acknowledging emotions related to money and introduces energetic healing as a tool for fostering financial growth. The episode encourages women to embrace their potential and create wealth.

• Wealth and abundance as central themes
• Psychological barriers women face regarding money
• The concept of unconscious bias and its impact on women's financial perceptions
• Emotional responses to significant sums of money
• The influence of inherited beliefs on financial mindset
• Strategies for shifting from a scarcity mindset to one of abundance
• The role of energetic healing in overcoming limiting beliefs
• Importance of developing practical money management skills
• Encouragement for women to embrace their financial potential
• Actionable steps for personal growth and mindset transformation regarding wealth

Egle Aleknaviciute has always been drawn to expansion. At fourteen, she left her hometown and never stopped exploring, living and working across five countries in pursuit of freedom, possibility, and ease with wealth. With a Master’s in Business and Economics, she built a successful career in corporate finance, IT transformation, and strategic planning. Yet, she noticed a familiar pattern—in herself and in other high-achieving women: doing everything “right” but still feeling stuck in self-doubt, pressure, or lack. Egle realized wealth isn’t just about strategy or effort—it’s about the deeper, unseen layers: subconscious beliefs, energy, and silent conditioning. Her work helps women break free from these patterns, blending financial mastery with subconscious rewiring and energetic alignment. Egle’s mission isn’t to help women work harder—it’s to guide them into the version of themselves who naturally leads, creates, and holds wealth with certainty and purpose.

Take Egle's Money Freedom Scan at:
https://www.egle-aleknaviciute.com/#moneyfreedom

https://www.egle-aleknaviciute.com/

https://www.linkedin.com/in/ealeknaviciute/ https://www.facebook.com/egle.aleknaviciute https://www.instagram.com/eglealeknaviciute/

Ready to write a new money story? Book a Wealth Creation Call HERE

Please share, subscribe, and review our show. Doing so helps others who need this information find it and benefit from these empowering and sassy convos about money.

Founder of Transcendent Wealth Co. LLC

https://transcendentwealthco.com/

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In this episode of the "Cash and Sass" podcast, host Lisa Marie Robinson, the "sassy wealth queen" and founder of the Sassy Wealth Coach, welcomes Trish Lynn, a dedicated single mom of three and a survivor of narcissistic abuse. Trish, a content marketing strategist, empowers women who have faced toxic relationships to reclaim their voices and thrive in business. They discuss the challenges of money management for single mom entrepreneurs, emphasizing the importance of shifting money mindsets, managing finances effectively, and overcoming financial fears. The episode offers practical strategies and personal stories to inspire financial empowerment and personal growth.

• Challenges of money management for single moms who are entrepreneurs
• Importance of shifting money mindsets and overcoming financial fears
• Personal experiences related to financial empowerment and growth
• Strategies for effective financial management and cash flow awareness
• Emotional aspects of financial growth and the impact of mindset
• The significance of taking action despite feelings of uncertainty
• Creating a safe and supportive environment for business growth
• The role of personal development in business evolution and success
• Resources for identifying the impact of toxic relationships on business practices
• Encouragement to pursue financial independence and embrace one's journey

Trish Lynn is a dedicated single mom of three and a survivor of narcissistic abuse. With her journey from victim to victor, she has transformed her life into one of empowerment and purpose. As a content marketing strategist, Trish specializes in helping women who have endured toxic relationships regain their voice and thrive in business. Her mission is to inspire and guide others to reclaim their power and succeed in both their personal and professional lives.

.

http://www.instagram.com/thetrishlynn

Ready to write a new money story? Book a Wealth Creation Call HERE

Please share, subscribe, and review our show. Doing so helps others who need this information find it and benefit from these empowering and sassy convos about money.

Founder of Transcendent Wealth Co. LLC

https://transcendentwealthco.com/

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In this episode of the "Cash and Sass" podcast, host Lisa Marie Robinson welcomes guest Alan Lazaros. They delve into the emotional and psychological aspects of money management. Alan shares his personal journey, marked by his father's death and a near-fatal car accident, which led him to reevaluate his life and prioritize fulfillment over financial success. They discuss the importance of financial awareness, risk tolerance, and aligning financial decisions with personal values. Alan introduces concepts like the "optimal stopping problem" and the "Want-Love-Hate" framework, emphasizing self-awareness and strategic planning for achieving financial and personal growth.

• Personal money stories and experiences with financial ups and downs.
• The emotional and psychological aspects of financial management.
• The impact of significant life events on financial perspectives.
• The importance of open discussions about money and breaking financial taboos.
• Risk tolerance and its influence on financial decision-making.
• Strategies for effective money management and tracking expenses.
• The balance between self-belief and humility in entrepreneurship.
• The significance of aligning financial goals with personal values.
• The challenges of business growth and the necessity of strategic resource allocation.
• Wealth-building strategies and the importance of long-term investments.

At age 2, his father passed away in a car accident. At age 26, after getting into a nearly fatal car accident himself, Alan questioned everything he was doing in life.  He questioned who he was and the choices he was making. He was at an all-time low, and decided to change his trajectory forever.  Although he had a successful career in Corporate America,he made the hard decision to start his own business dedicated to helping others get to the Next Level in their life, love, health, and wealth.  He is the CEO of the Next Level University podcast, a global top 100 podcast with over 1600 episodes, listened in 170+ countries.

https://www.nextleveluniverse.com

https://www.facebook.com/alan.lazaros 

https://www.instagram.com/alazaros88 

https://www.linkedin.com/in/alanlazarosllc

Ready to write a new money story? Book a Wealth Creation Call HERE

Please share, subscribe, and review our show. Doing so helps others who need this information find it and benefit from these empowering and sassy convos about money.

Founder of Transcendent Wealth Co. LLC

https://transcendentwealthco.com/

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In this episode of "Cash and Sass," host Lisa Marie Robinson, founder of Transcendent Wealth Company, chats with La Juana Whitmore, founder of Next Femme Financial and La Juana Whitmore Consulting. La Juana, a business strategist and certified financial education instructor, shares her mission to promote financial parity for women and underrepresented communities. They discuss the importance of financial literacy for women entrepreneurs, sharing personal experiences and strategies for effective financial management. Key takeaways include the necessity of understanding one's financial landscape, the emotional aspects of money, and practical steps to improve financial awareness and decision-making.

• Importance of financial literacy and management for women entrepreneurs
• Personal experiences with money and financial challenges faced by entrepreneurs
• Emotional aspects tied to financial decision-making
• Strategies for effective financial management, including manual tracking and budgeting
• Overcoming shame and fear associated with financial discussions
• The role of technology in financial management and the need for personal engagement
• Creating a financial roadmap that aligns with personal values and goals
• Empowerment through knowledge and understanding of financial situations
• The evolution of money management practices and their impact on financial awareness
• Encouragement for listeners to take proactive steps toward financial education and empowerment
  
  

Reach out:

https://www.nextfemmefinancial.com

https://www.linkedin.com/in/lajuanawhitmore 

http://linkedin.com/company/nextfemmefinancial 

https://www.instagram.com/nextfemmefinancial 

https://x.com/NextFemme 

http://www.tiktok.com/@nextfemmefinancial 

https://www.youtube.com/@NextFemmeFinancial 

https://www.facebook.com/NextFemmeFinancial 

https://www.threads.net/@nextfemmefinancial 

https://www.pinterest.com/NextFemmeFinancial 

https://x.com/lajuanawhitmore

Ready to write a new money story? Book a Wealth Creation Call HERE

Please share, subscribe, and review our show. Doing so helps others who need this information find it and benefit from these empowering and sassy convos about money.

Founder of Transcendent Wealth Co. LLC

https://transcendentwealthco.com/

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In this episode of the "Cash and Sass" podcast, host Lisa Marie Robinson welcomes financial expert Monica Kaufman. They delve into the complexities of building and maintaining wealth, especially amidst life's challenges. Monica, with over 20 years of experience in the financial industry, shares her insights on sustainable wealth management, emphasizing the importance of aligning financial decisions with personal values. They discuss practical strategies like conducting financial audits, the significance of emergency funds, and the necessity of proper documentation such as wills and medical power of attorney

• Importance of financial planning and wealth management
• Aligning financial decisions with personal values
• Building and sustaining wealth amidst life's challenges
• The role of mindset and emotional regulation in financial success
• Understanding the relationship with money and its impact on financial decisions
• Identifying and addressing "money leaks" in personal finances
• The significance of having an emergency fund and managing debt
• The necessity of proper financial documentation (e.g., wills, power of attorney)
• The concept of financial freedom and living life on one's own terms
• The importance of proactive measures in financial planning and health
  
  
  

With over 20 years in the financial industry, including roles at Merrill Lynch and Goldman Sachs/AYCO, and currently serving as the Director of Financial Planning at Harmony Asset Management, Monica brings a wealth of expertise and insight to every financial journey. As a CFP® professional, she is dedicated to guiding clients through the complexities of building sustainable wealth.  As a mother of two adult sons and two beloved rescue dogs, Monica understands the importance of stability despite the challenges of life wtiin a family and planning for the future. She has seen firsthand that financial freedom goes beyond earning—it requires learning to make money work for you and transforming income into lasting wealth. She views money as a tool that anyone can master to create the life they truly want.  Having walked this path herself, she’s had the privilege of guiding many others along the way. She understands the challenges involved and is passionate about empowering people to take control, gain confidence, and build the futures they envision.

www.harmonywealthacademy.com

Ready to write a new money story? Book a Wealth Creation Call HERE

Please share, subscribe, and review our show. Doing so helps others who need this information find it and benefit from these empowering and sassy convos about money.

Founder of Transcendent Wealth Co. LLC

https://transcendentwealthco.com/

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In this episode of "Cash and Sass," host Lisa Marie Robinson, founder of the Transcendent Wealth Company, converses with Christian Brim, a CPA with over 25 years of experience. They delve into the complexities of financial well-being, emphasizing a holistic approach to wealth. Lisa and Christian share personal stories of financial challenges, including bankruptcy, and discuss the importance of understanding money mindset. They highlight the need for continuous personal growth, defining financial "enough," and leveraging creativity in business. The episode underscores the significance of aligning financial goals with personal values and fostering a healthy relationship with money.

• Importance of a holistic approach to financial well-being
• Personal experiences with financial challenges, including bankruptcy and emotional impacts
• Understanding and addressing money mindset and its effects on financial decisions
• Redefining wealth beyond monetary success, including emotional security and generational wealth
• The concept of "enough" in financial terms and setting specific goals aligned with personal values
• Tailored financial management strategies for creatives and the role of creativity in business
• The connection between personal growth and business success
• Embracing change and uncertainty as essential for growth
• Resources for financial education and empowerment
• Cultivating a healthy relationship with money and viewing it as a tool for freedom and fulfillment

Christian has been helping business owners for over 25 years with their finances. He grew up in a family business that eventually went bankrupt. Seeing the devastation it caused for his family, he knew that it didn't have to be that way. Christian’s life mission has been to help businesses with their finances.

https://christianbrim.com/

https://www.linkedin.com/in/christianbrim/

Ready to write a new money story? Book a Wealth Creation Call HERE

Please share, subscribe, and review our show. Doing so helps others who need this information find it and benefit from these empowering and sassy convos about money.

Founder of Transcendent Wealth Co. LLC

https://transcendentwealthco.com/

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In this episode of "Cash and Sass," host Lisa Marie Robinson, the "sassy wealth queen" and founder of Transcendent Wealth, converses with business law attorney Matthew Fornaro. They explore essential financial and legal strategies for small business owners. Key topics include the importance of budgeting, cash flow management, and maintaining clear boundaries between personal and business finances to avoid legal complications. Matthew emphasizes the need for legal protections and professional guidance, while Lisa shares practical tips on financial planning. Together, they provide actionable insights to help entrepreneurs achieve long-term success and avoid potential pitfalls.

• Importance of financial management and budgeting for small business owners
• Legal considerations and protections for entrepreneurs
• Strategies for effective cash flow management
• Risks associated with commingling personal and business funds
• Necessity of maintaining clear financial records for legal protection
• Value of professional guidance from attorneys and accountants
• Establishing a financial roadmap to delineate personal and business expenses
• Importance of setting aside funds for legal and tax obligations
• Compliance with IRS regulations for business owners
• Building relationships with legal professionals for business support

Matthew Fornaro has been a business law attorney serving South Florida, including Coral Springs and Parkland, since 2003. Before starting his law firm, he was an attorney at two prestigious AmLaw 200 law firms focusing on civil litigation.  Matthew practices complex commercial litigation, including contract disputes.  Matthew, a member of the Florida Bar and District of Columbia Bar, also practices construction law, intellectual property law, homeowner and condominium association representation, and drafts and revises of business documents, including the formation of business organizations.  Matthew assists new business owners in choosing and drafting all legally required documents.  Matthew is involved in mentoring new attorneys, as both a graduate and instructor of the Kaufman Foundation’s FastTrac NewVenture Program, presented by the Broward County Office of Economic and Small Business Development and the City of Hollywood, as well as a graduate and instructor for the Florida State University College of Business Jim Moran Institute for Global Entrepreneurship Small Business Executive Program.  As a small business owner himself, Matthew is proud of his representation of businesses in our community and is also available to assist in all transactional and litigation needs.

https://fornarolegal.com
https://www.facebook.com/fornarolegal

Ready to write a new money story? Book a Wealth Creation Call HERE

Please share, subscribe, and review our show. Doing so helps others who need this information find it and benefit from these empowering and sassy convos about money.

Founder of Transcendent Wealth Co. LLC

https://transcendentwealthco.com/

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In this episode of "Cash and Sass," host Lisa Marie Robinson, the "sassy wealth queen," engages with guest Pericles Rellas, a money mindset expert. They delve into how our beliefs and experiences shape our financial reality, introducing the concept of the "financial thermostat." Pericles explains that this internal gauge determines how much money we can earn and retain. He shares strategies to reset this thermostat, emphasizing the importance of acknowledging and releasing limiting beliefs about money. The episode underscores the significance of a positive financial mindset and offers practical steps for achieving financial well-being and abundance.

• The relationship between mindset and financial well-being.
• The concept of the "financial thermostat" and its influence on financial outcomes.
• The impact of limiting beliefs and past experiences on money management.
• Strategies for identifying and resetting one's financial thermostat.
• The importance of gratitude and appreciation in financial matters.
• The misconception that money directly correlates with happiness.
• The role of generational beliefs about money and their effects on individuals.
• The significance of creating a new, positive relationship with money.
• Continuous personal growth and the need for adaptable financial strategies.
• Resources and tools available for improving financial mindset and well-being.

Money Mindset Expert Pericles Rellas helps people create a healthy relationship with money and themselves by creating a powerful Money Mindset so they can live lives of joy and fulfillment.

https://www.periclesrellas.com/

https://www.facebook.com/resetyourfinancialthermostat/

https://www.linkedin.com/in/pericles-rellas-95429a163/

https://www.youtube.com/channel/UCiChrkL2umrUUfNNsKuzDCw

Get Pericles’ Free Masterclass: The 4 Keys to Reset your Financial Thermostat and create a healthy relationship to money...and yourself.

https://www.periclesrellas.com/

Ready to write a new money story? Book a Wealth Creation Call HERE

Please share, subscribe, and review our show. Doing so helps others who need this information find it and benefit from these empowering and sassy convos about money.

Founder of Transcendent Wealth Co. LLC

https://transcendentwealthco.com/

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In this episode of the Cash and Sass podcast, host Lisa Marie Robinson, the "sassy wealth queen," welcomes Audrey Faust, a business financial coach with over 25 years of experience. They discuss the critical relationship between money mindset and financial management for women entrepreneurs. Audrey explains how subconscious beliefs about money, often formed in childhood, influence business decisions. She shares strategies for identifying and shifting negative money beliefs using neuro coaching techniques. The episode also provides practical advice on managing cash flow, recognizing profit leaks, and aligning financial practices with personal values.

• The relationship between money mindset and financial management for women entrepreneurs.
• The impact of subconscious beliefs about money formed in childhood on business decisions.
• Strategies for identifying and shifting negative money beliefs.
• The influence of generational beliefs on money mindset.
• Techniques for transforming a scarcity mindset into an abundance mindset.
• Practical advice for managing cash flow and understanding income and expenses.
• The importance of separating personal and business finances for clarity and protection.
• Building business credit and leveraging it for growth.
• The distinction between being rich and being wealthy, focusing on effective financial management.
• Resources for enhancing financial education and overcoming money mindset barriers.

Audrey is a business financial coach with over 25 years of experience as an accountant and fractional CFO, specializing in empowering women small business owners. She combines her extensive financial expertise with certified NeuroCoaching techniques to help women entrepreneurs refine their mindset and uplevel their finances for sustainable, profitable growth. Audrey's mission is to equip women to take charge of their financial futures, providing them with the necessary tools and knowledge to increase their revenue and profit by 20-50% in the first year of collaboration. Known for her personal, relatable approach, she ensures that her coaching is free of judgment, helping her clients achieve financial independence and stability, enhancing their ability to contribute to their communities

https://www.audreyfaustconsulting.com

https://www.instagram.com/greatwithmoney/ https://www.linkedin.com/in/audreyfaust/ https://www.facebook.com/greatwithmoney

Get Audrey’s Free Profit Accelerator Workbook: 12 Secrets from an Expert CFO for Women Entrepreneurs
https://www.audreyfaustconsulting.com/12-secrets

Ready to write a new money story? Book a Wealth Creation Call HERE

Please share, subscribe, and review our show. Doing so helps others who need this information find it and benefit from these empowering and sassy convos about money.

Founder of Transcendent Wealth Co. LLC

https://transcendentwealthco.com/

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