Cash & Sass™

In this episode of the "Cash and Sass" podcast, Lisa Marie, the "sassy wealth queen" and founder of Sassy Wealth Coach, chats with Rachael Burns, a certified financial planner and founder of True Worth Financial Planning. We dive into the importance of mindset and strategic financial planning, especially for newly single women facing significant life changes like divorce or the death of a spouse. Rachael shares her personal financial missteps and lessons learned, emphasizing that setbacks are learning opportunities. We discuss creating financial plans aligned with personal goals and values, empowering women to take control of their financial futures.

Rachael Burns is a Certified Financial Planner and Certified Divorce Financial Analyst based in Folsom, California. She is the founder of True Worth Financial Planning, which helps newly single women feel confident and empowered in managing their finances after divorce or the death of a spouse. Rachael is a nationally recognized expert in women's finances and has been featured in publications including CNN Business, Business Insider, and Nerdwallet.

In this Episode: 

• Importance of a healthy wealth mindset for financial success.
• Wealth management strategies tailored for newly single women.
• The role of personal goals and values in financial planning.
• Addressing emotional challenges related to financial transitions.
• Learning from past financial mistakes and experiences.
• The significance of strategic financial planning and creating a financial roadmap.
• Empowering women to take control of their finances post-divorce or loss.
• The interplay between mindset and effective money management.
• Encouragement to view financial challenges as growth opportunities.
• Resources and practical advice for newly single women in managing finances.

Connect with Rachael:

https://www.instagram.com/trueworthfp/    

https://www.facebook.com/trueworthfinancialplanning  

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

https://trueworthfp.com/

Rachael’s Free Gift: http://subscribepage.io/5thingsnewlysinglewomen

Resources

• The Seven Money Pitfalls email series
• Money Movz™ Voxer Coaching 
• Transcendent Wealth Co

Follow Lisa Marie on your favorite social platform:

• Facebook
• Instagram
• LinkedIn

Transcendent Wealth Co. LLC
https://www.transcendentwealthco.com   

In this episode of the "Cash and Sass" podcast, host Lisa Marie Robinson, the "sassy wealth queen," welcomes Jeanette Lowry, an expert in helping women transition from 9 to 5 jobs to home-based businesses. They discuss money management, entrepreneurship, and financial literacy, focusing on women's unique challenges. Jeanette shares insights on credit card interest pitfalls, the importance of financial education, and the necessity of a solid business plan. They also highlight the role of community support and mindset shifts in achieving financial success. Jeanette offers actionable steps, emphasizing vision boards and understanding income streams, to inspire listeners toward financial empowerment.

In this Episode: 

• Understanding credit card interest and its implications for financial health. [00:00:00]
• The importance of financial education, particularly for women. [00:05:30]
• Differentiating between good debt and bad debt in the context of entrepreneurship. [00:12:15]
• The necessity of creating a solid business plan for aspiring entrepreneurs. [00:18:45]
• Overcoming financial challenges and the empowerment that comes from entrepreneurship.[00:25:20]
• The role of community and support systems in achieving entrepreneurial success.[00:32:10]
• Mindset shifts as a crucial factor in financial and personal success. [00:38:45]
• Practical financial strategies, including the concept of a "money roadmap.[00:45:00]
• The significance of understanding different income streams and their potential.[00:51:30]
• The reality of entrepreneurship and the time and effort required to build a successful business. [00:58:00]

Connect with Jeanette:
www.JeanetteLowry.com
https://www.linkedin.com/in/jeanettelowry https://www.facebook.com/jeanettebaacklowry

Get Jeanette's Dreams & Goals Workbook to work through and to get an insight into paradigms ....and what's stopping you from moving forward towards your dreams and goals.

Resources

• The Seven Money Pitfalls email series
• Money Movz™ Voxer Coaching 
• Transcendent Wealth Co

Follow Lisa Marie on your favorite social platform:

• Facebook
• Instagram
• LinkedIn

Transcendent Wealth Co. LLC
https://www.transcendentwealthco.com   

In this episode of Cash and Sass, host Lisa Marie, the sassy wealth queen, explores transforming a scarcity mindset into one of abundance. She emphasizes that financial futures are not predetermined by background and highlights the power of perception, emotional alignment, and gratitude. Lisa advises listeners to audit their social circles, visualize desired outcomes, and express gratitude to foster a healthy relationship with money. She also discusses managing cash flow during business growth and encourages adopting an abundance mindset, surrounding oneself with positive influences, and believing in the ability to create wealth. The episode concludes with a gratitude challenge.

In this Episode: 

Sure, here are the bullet points with hypothetical time stamps:

[00:00:00] Transforming money mindset from scarcity to abundance

[00:05:30] The impact of beliefs about money on financial reality

[00:12:15] The power of perception in shaping financial experiences

[00:18:45] The influence of social circles on money mindset

[00:25:00] Emotional alignment with abundance and visualization techniques

[00:32:20] The role of gratitude in cultivating a positive money mindset

[00:38:50] Strategies for managing cash flow during business growth

[00:45:10] The importance of mindset during financial challenges

[00:51:40] Tools for maintaining an abundant mindset in tough times

[00:58:00] Encouragement to rewrite one's financial story and embrace creative potential for wealth generation

Resources

• The Seven Money Pitfalls email series
• Money Movz™ Voxer Coaching 
• Transcendent Wealth Co

Follow Lisa Marie on your favorite social platform:

• Facebook
• Instagram
• LinkedIn

Transcendent Wealth Co. LLC
https://www.transcendentwealthco.com   

In this episode of "Cash and Sass," I, Lisa Marie, the "sassy wealth queen," chat with Jenny Whichello, a startup CFO and award-winning finance expert. We dive into financial planning, money mindset, and aligning financial goals with personal values. Jenny shares her journey, including financial mistakes in her 20s, and emphasizes the importance of understanding one's relationship with money. We discuss shifting from a scarcity to an abundance mindset and the need for both inner and outer wealth. Jenny also offers actionable steps for financial transformation, encouraging listeners to reflect on their money stories and take inspired action.

In this Episode: 

• The relationship between financial planning and money mindset.
• Aligning financial goals with personal values and vision.
• The significance of emotional connections to financial goals.
• The drawbacks of strict budgeting and the need for flexibility.
• The impact of mindset on financial success and transformation.
• Personal experiences with financial mistakes and lessons learned.
• The distinction between inner wealth (mindset) and outer wealth (tangible assets).
• The importance of taking inspired action towards financial goals.
• Techniques for financial transformation, including writing a "Why" statement and future projection exercises.
• Resources for improving money mindset, such as courses and tools for self-reflection.

Former start-up CFO and award-winning finance expert, Jenny Whichello combines her knowledge of financial planning and money mindset to help women build lasting wealth. Jenny's unique approach to finance couples the inner work of money (fostering an abundance mindset) with the outer tactical work (core financial planning processes) to help her clients build vision-aligned financial roadmaps. With over a decade of experience, she's on a mission to help women have blissful relationships with their money, while building the kind of wealth that can transform individual lives and the world. Her platform, BlissandWealth.com offers resources, courses, and 1:1 coaching.

 https:/Www.jennywhichello.com
@blissandwealth (IG and FB)

If you’re constantly stressed about money and avoidance is your best tactic for dealing with it, it’s time to do the inner work. And what I mean by that, is work to cure your relationship with money by cultivating a better money mindset. I’m living proof that financial skills and knowhow don’t amount to much if you have a dysfunctional relationship with money. Most of the women I coach are very successful in most areas of their lives, except the financial part. Change is 100% possible, but it won’t happen without first acknowledging it’s needed and then taking action. So I invite you to take action today. When you join my email list at www.blissandwealth.com/reset, I’ll enroll you in my free 10-Day Money Mindset Reset. This is an email course where I’ll guide you through the steps to rapidly reprogram your money beliefs in 10 days. 

Resources

• The Seven Money Pitfalls email series
• Money Movz™ Voxer Coaching 
• Transcendent Wealth Co

Follow Lisa Marie on your favorite social platform:

• Facebook
• Instagram
• LinkedIn

Transcendent Wealth Co. LLC
https://www.transcendentwealthco.com   

In this thrilling episode of Cash and Sass, Lisa Marie Robinson, your go-to gal for all things money and the brains behind the Sassy Wealth Coach, welcomes Liz Wolfe. Liz is a business coach, author, and speaker who specializes in helping entrepreneurs get unstuck and launch abundant businesses. Liz shares her unique entrepreneurial journey, which began on a sheep farm in Western Pennsylvania with her mother and two sisters. She later moved to NYC, where she and her husband Jon created a successful computer consulting business. Eventually, Liz transitioned out of the technology business to coach business owners on developing an abundance mindset. Liz says that one of her greatest accomplishments is staying married to her husband for 27 years while running a business with him. Once aspiring to be a rock star, she now runs multiple bluegrass jams in New York City. Tune in to hear Liz's inspiring story and gain valuable insights on growing a thriving business.

Connect with Liz Wolfe:

• Website: lizwolfecoaching.com
• Facebook: facebook.com/lizwolfecoach
• LinkedIn: linkedin.com/in/lizwolfecoach
• YouTube: youtube.com/channel

Are you wired for business success? Find out by taking this short fun quiz that will determine your "CEO" leadership style: https://lizwolfecoaching.com/quiz

Conversation points:

• Importance of financial education, especially for women
• Influence of upbringing on financial attitudes and behaviors
• Transition from a scarcity mindset to an abundance mindset
• Personal experiences with financial struggles and empowerment
• The role of budgeting as a tool for financial clarity and control
• Steps to cultivate an abundance mindset: asking powerfully, giving wholeheartedly, and receiving graciously
• Overcoming societal beliefs and imposter syndrome related to financial success
• The significance of resilience and determination in achieving financial goals
• Encouragement to take ownership of one's financial journey

Resources

• The Seven Money Pitfalls email series
• Money Movz™ Voxer Coaching 
• Transcendent Wealth Co

Follow Lisa Marie on your favorite social platform:

• Facebook
• Instagram
• LinkedIn

Transcendent Wealth Co. LLC
https://www.transcendentwealthco.com   

In this episode of the "Cash and Sass" podcast, I, Lisa Marie, founder of the Sassy Wealth Coach, chat with Joseph Drolshagen, an international coach, author, speaker, and minister. We delve into overcoming limiting beliefs about money and success, shaped by our blue-collar upbringings. Joseph shares his journey from corporate America to coaching, introducing his Subconscious Mindset Training (SMT) method. We discuss the importance of stepping out of comfort zones, managing fear, and the transformative power of personalized coaching. Joseph offers a free 15-minute coaching call and meditation package to help listeners shift their mindsets.

Discussion points

- Overcoming limiting beliefs related to money and success.
- The impact of upbringing and societal conditioning on financial mindsets.
- Personal experiences of transitioning from blue-collar backgrounds to success.
- The concept of Subconscious Mindset Training (SMT) for shifting beliefs.
- The importance of recognizing and addressing fears that hinder growth.
- Embracing discomfort as a catalyst for personal development.
- The role of coaching in providing support and accountability.
- Defining wealth beyond financial success, including alignment with core values.
- Strategies for maintaining work-life balance and personal fulfillment.
- The transformative power of continuous mindset work and personal growth.

I've dedicated my life to stepping through my fears and helping people experience dynamic growth in their life, through getting into alignment with the SUPER POWERS... And doing so in a manner that opposes the ""standard"" coaching/consulting methodologies being utilized today...  It's taken me almost 3 decades and a lot of ""life lessons"" in my own journey to perfect what's become known as the SMT Method (Subconscious Mindset Training). This has allowed me and the almost thousand clients I've served quickly get to the other side of their fears. Which youa nd I both know leads us to the greatest thrills life has to offer.   Recently it's led me off a 2,000 foot mountain top, strapped to a hang glider.  It's led me to resign from a 28 year career as VP of Sales in corporate America to serving others in the works I do today.  As an international coach, author, speaker and minister, I love helping people to use their struggles, fears, and limitations to launch them into success! 

josephadrolshagen.com

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

Go to Joseph's website for a 15-minute discussion with a 4-pack of meditations

Resources

• The Seven Money Pitfalls email series
• Money Movz™ Voxer Coaching 
• Transcendent Wealth Co

Follow Lisa Marie on your favorite social platform:

• Facebook
• Instagram
• LinkedIn

Transcendent Wealth Co. LLC
https://www.transcendentwealthco.com   

In this "Cash and Sass" episode, I chatted with Dwight Heck, owner of "Give a Heck Financial." Dwight shares his journey from living paycheck to paycheck as a single dad of five to becoming a financial planner. We discuss the importance of financial literacy, budgeting, and intentional living with money. Dwight emphasizes that budgeting is empowering, not restrictive, and shares practical tips on tracking expenses, setting financial goals, and aligning spending with personal values. This episode is packed with insights to help listeners take control of their finances.

• Importance of financial literacy and understanding money management
• The role of budgeting as a tool for empowerment rather than restriction
• Distinguishing between needs and wants in financial decision-making
• Strategies for effective budgeting and tracking expenses
• The significance of aligning financial choices with personal values
• Teaching children about money management and financial responsibility
• The impact of emotional spending and impulse buying on finances
• Adapting financial plans in response to life changes, such as job loss or economic shifts
• The benefits of regular financial check-ins and reviews
• Utilizing credit wisely and understanding its implications on personal finances

Give a Heck Financial was founded by Dwight Heck, who started his lifestyle financial planning business 21 years ago while living paycheck to paycheck as a single Dad of five children. Like many of us, Dwight didn’t understand the rules of the money game. Using strategies, he learned to help himself with his mental roadblocks he turned his life around and now teaches others to do the same which is ‘how to live life on purpose and not by accident!’. 

www.giveaheck.com
Instagram: https://www.instagram.com/give.a.heck Facebook: https://www.facebook.com/dwight.heck Facebook Group: https://www.facebook.com/groups/Giveaheck YouTube: https://www.youtube.com/channel/UCF0i LinkedIn: https://www.linkedin.com/in/dwight-raymond-heck-65a90150/ Tiktok: https://www.tiktok.com/@giveaheck

Get Dwight's Book:
https://giveaheck.com/book/

Resources

• The Seven Money Pitfalls email series
• Money Movz™ Voxer Coaching 
• Transcendent Wealth Co

Follow Lisa Marie on your favorite social platform:

• Facebook
• Instagram
• LinkedIn

Transcendent Wealth Co. LLC
https://www.transcendentwealthco.com   

In this episode of the "Cash and Sass" podcast, Lisa Marie Robinson the Sassy Wealth Coach, interviews  Carina Gardner, a successful designer and business owner, who shares her journey to financial success and the importance of mindset, abundance, and money management. She discusses supporting her children's dreams, including her autistic daughter's decision to attend a private Christian college and encourages content creation for financial gain. The interview also emphasizes the importance of teaching kids about money and responsibility and offers a free class on making art that sells.

• Financial Freedom and Teaching Designers

Carina discusses the importance of financial freedom, her program that teaches designers to earn money while learning, and actionable steps for achieving financial goals.

• Overcoming Scarcity Mindset and Empowering Kids

Strategies for overcoming a scarcity mindset, the importance of supporting children's dreams, and allowing them to pursue their passions in education are discussed.

• Role Models and Money Management
• The significance of parents as role models, sharing experiences with children, and teaching them about money management and planning are emphasized.
• Supporting Neurodivergent Children and Focusing on Passion

Discussion on understanding and supporting neurodiverse children's goals and encouraging them to focus intensely on one passion for success.

• Opportunities in Entrepreneurship and Creativity

Exploration of opportunities in entrepreneurship and creative fields, including a mother's support for her daughter's YouTube channel.

• Wealth Mindset and Free Offer

The conversation shifts to teaching children about money management and building wealth, concluding with a free masterclass related to the guest's new book.

• Cultivating a Wealth Mindset

The episode concludes with a focus on changing mindsets towards abundance and wealth for future generations.

www.carinagardner.com
Instagram: https://www.instagram.com/carinagardner
Youtube: https://www.youtube.com/carinagardner
TikTok: https://www.tiktok.com/@carinagardner
Facebook https://www.facebook.com/carina.gardner.designs
Pinterest https://www.pinterest.es/carina_gardner/ Linked In https://www.linkedin.com/in/carinagardner/

Would love to talk about not having money and how it is possible to make a lot of money but you have to give yourself and time and resources to do it. And that you are teaching your kids money lessons whether you like it or not.

https://www.designsuitecourses.com/makeartthatsells - Use code MAKEART for the Masterclass 

Resources

• The Seven Money Pitfalls email series
• Money Movz™ Voxer Coaching 
• Transcendent Wealth Co

Follow Lisa Marie on your favorite social platform:

• Facebook
• Instagram
• LinkedIn

Transcendent Wealth Co. LLC
https://www.transcendentwealthco.com   

In this episode of the "Cash and Sass" podcast, host Lisa Marie, the "sassy wealth queen," chats with Chad Hufford, who has a diverse finance, athletics, nutrition, and performance psychology background. Lisa shares her journey through financial struggles like bankruptcy and foreclosures, emphasizing the importance of acknowledging past financial scars while moving forward. Chad discusses the concept of a "money story" and how past experiences shape our financial views. They both stress the importance of intentionality in financial planning and that it's never too late to start making positive financial changes.

Bullet Points: 
Personal financial journeys and experiences, including challenges like bankruptcy and foreclosures.
The concept of a "money story" and how past experiences shape financial perspectives.
Overcoming a scarcity mindset and the importance of acknowledging past financial scars.
The significance of intentionality in financial planning and decision-making.
The idea is that it's never too late to start improving one's financial situation.
Practical strategies for setting financial goals, such as opening dedicated savings accounts.
The importance of self-honesty in assessing financial habits and priorities.
Common investment mistakes include the confusion between volatility and risk.
The value of taking small, consistent actions toward financial goals.
There is a need to focus on the present and take actionable steps to shape a better financial future.

Born and raised in Anchorage, Alaska, Chad grew up in the financial industry, but also developed a strong background in athletics, nutrition and performance psychology. Chad brings a coaching mindset and the heart of a teacher to financial planning and investing as he strives to both empower and educate his audience to not only become better investors, but to live more intentionally and create an abundant life. Chad is Dave Ramsey’s SmartVestor Pro and owns a boutique financial planning firm, Veritas Wealth Management, that manages $500 million dollars and serves several hundred families across the US. In addition to finance, he regularly teaches and speaks on fitness and faith, seeing these as all important aspects of a purposeful and abundant life. 
 veritasalaska.com
 facebook.com/VeritasWealthManagement/https://www.instagram.com/veritas.alaska/ 

Resources

• The Seven Money Pitfalls email series
• Money Movz™ Voxer Coaching 
• Transcendent Wealth Co

Follow Lisa Marie on your favorite social platform:

• Facebook
• Instagram
• LinkedIn

Transcendent Wealth Co. LLC
https://www.transcendentwealthco.com   

In this episode of the "Cash and Sass" podcast, I, Lisa Marie, the "sassy wealth queen," chat with Tracy Pleschourt, founder of Self-Made You. Tracy, a certified life coach, shares her journey from corporate executive to life coach, emphasizing the power of mindset in achieving financial and personal goals. We discuss the importance of self-reflection, taking responsibility for our thoughts, and visualizing our future selves. Tracy introduces her SELF framework, which helps individuals make conscious decisions, eliminate self-sabotage, leverage strengths, and take actionable steps. This episode is a guide to transforming your money mindset and overall well-being.

Check out Tracy

www.self-madeu.com  

Self-Made Day Planner https://www.amazon.com/dp/B0CLNQRGSX?ref_=pe_3052080_397514860
  
Learn how to rely on and trust your SELF by attending Free Coaching Friday. Held every Friday at 9am CST. Sign up here https://www.self-madeu.com/events-page

Bullet Points

- Importance of shifting mindset for overcoming financial obstacles
- The illusion of success and the pursuit of true happiness
- Role of self-reflection in understanding personal desires and motivations
- Taking personal responsibility for thoughts and feelings
- Practicing gratitude to improve financial mindset
- Visualization of future self as a tool for personal growth
- Continuous personal development as an ongoing journey
- Introduction of the SELF framework for building self-trust
- Significance of breaking down goals into manageable steps
- Impact of mindset on financial well-being and management

Resources

• The Seven Money Pitfalls email series
• Money Movz™ Voxer Coaching 
• Transcendent Wealth Co

Follow Lisa Marie on your favorite social platform:

• Facebook
• Instagram
• LinkedIn

Transcendent Wealth Co. LLC
https://www.transcendentwealthco.com