Cash & Sass™

Episode Description

In this episode of the Cash and Sass podcast, I, Lisa Marie, chat with Sean Tepper, founder and CEO of Tykr. Sean shares how he transformed an Excel sheet into Tykr, a software helping over 8000 customers manage investments. We discuss his journey from tech to investing, emphasizing the importance of a mathematical approach over emotions. We explore mindset shifts, setting ambitious goals, and treating money as a tool. Sean also highlights growth strategies for Software as a Service businesses, the role of channel partners, and Tykr's mission to empower women in investing. This episode is packed with insights on achieving financial success.

Bullet Points

- Ticker: A software designed to help people manage their investments
- Sean Tepper's journey in creating Ticker and its growth
- The importance of changing one's relationship with money and mindset on financial success
- Setting big goals and reverse engineering them to achieve success
- Taking bigger action and thinking bigger in financial endeavors
- Sean's approach to determining revenue-generating activities for his business
- Growth strategies for a SaaS business
- Empowering women in the investment space
- Ticker's focus on making investing accessible and user-friendly
- The role of user-friendly platforms in making investing accessible to a wider audience

Sean Tepper is the Founder and CEO of Tykr, a software that helps people manage their own investments with confidence. He originally created Tykr as an Excel sheet in 2016 to save time with investing. After four years, he made consistent returns ranging between 15% and 50% per year. In 2019 he started sharing this Excel sheet with other investors and everyone asked “When are you going to turn this into a software to share with others?” Tykr took about one year to build and officially went live in 2020. Today, Tykr has over 8,000 customers in over 50 countries.

Go to https://tykr.com/

Find Sean on https://www.linkedin.com/in/seantepper/

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 interviews Drewbie Wilson, a successful entrepreneur and family man. Drewbie shares his journey of overcoming financial instability and weight loss, emphasizing the importance of mindset shifts and strategic money management. They discuss aligning financial decisions with core values, the power of giving from abundance, and the impact of self-care on business success. Drewbie offers practical tips on time management and sales, highlighting the need to value one's time and prioritize self-care. The episode concludes with Drew promoting his book and podcast, encouraging listeners to stay empowered and strategic.

- Overcoming financial challenges and mindset
- Shifting mindset and being strategic with money
- Power of giving from an abundance mindset
- Impact of money mindset on sales and time management
- Interconnectedness of time management, self-worth, and sales
- Prioritizing personal well-being for business success
- Importance of self-care and time management
- Setting boundaries and intentional time allocation
- Morning routines and starting the day with self-care activities
- Selectivity with clients and investing in expertise

Get in touch with Drewbie here:

callthedamnleads.com
https://www.facebook.com/callthedamnleads / https://www.instagram.com/callthedamnleads/

Get Drewbie's book
callthedamnleads.com/freebookoffer

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 interviews Benjamin Brown, a sales coach and creator of the Rapid Success Sales Process. Benjamin shares his expertise on the importance of sales training for small businesses and the significant impact of having a structured sales process. He discusses overcoming money blocks and mindset issues, emphasizing that sales requires practice and confidence. The conversation highlights the role of mindset in sales success, the importance of asking the right questions, and the value of focusing on referrals. Benjamin offers practical advice for entrepreneurs to improve their sales performance and mindset.  In this episode, we talk about: 

Importance of sales training for small businesses
Development of the Rapid Success Sales Process
Impact of money mindset on sales
Challenges entrepreneurs face in sales
Importance of confidence and mindset in sales
Focus on the sales process rather than just the product
Approach to working with clients to shift their mindset in sales
Common challenges faced by entrepreneurs in sales
Importance of actively listening to prospects during sales discussions
Practical advice for entrepreneurs to improve sales performance

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 had the pleasure of chatting with Karen Roberts, a former fitness industry expert who now thrives in the digital realm with her Raising Vibrations Podcast Network and Podcast Profit School. We dove into the intricacies of money mindset and overcoming limiting beliefs, especially within the coaching and healing sectors. Karen recounted her transition from fitness to podcasting, emphasizing the need for a solid strategy to grow a business sustainably. We both reflected on our initial hurdles, the fear and self-doubt that accompany entrepreneurship, and the critical role of strategic investments and seeking help to scale our businesses effectively. Karen highlighted the balance between work and personal life, the freedom that financial stability brings, and the importance of charging what you're worth. We wrapped up by discussing the empowerment that comes from financial success and the continuous journey of learning and growth.

- Karen Roberts' journey from the fitness industry to podcasting
- Experiences with money mindset and limiting beliefs in the coaching and healing industry
- Challenges and strategies for sustainable and scalable business growth
- Overcoming fear and self-doubt in entrepreneurial endeavors
- Making strategic investments in business growth
- Balancing work and personal life as entrepreneurs
- Importance of seeking help and outsourcing tasks
- Transitioning to becoming a digital nomad and financial stability
- Overcoming money blocks and charging premium prices for services
- Leveraging podcasting for lead generation and sales


Meet Karen, a seasoned fitness industry veteran with over 25 years of experience who made a bold leap into the digital space. After successfully guiding coaches through the transition to online entrepreneurship, she hosted her inaugural online summit in 2020. Mintwave Radio recognized her expertise and invited her to launch a weekly show, 'A Coffee with Karen - a cup of positivity with just a sprinkling of wu wu podcast,' breaking free from the constraints of traditional radio. Having interviewed countless coaches, consultants, therapists, and healers, Karen uncovered a common thread: the power of sharing personal stories to expand influence and audience reach. In 2021, she took charge of the station, founding the Raising Vibrations Podcast Network, driven by the realization that providing a platform was insufficient. Karen identified a need for a comprehensive strategy, leading her to establish the Podcast Profit School alongside business partner Evans Putman. Currently residing in the top 1% of podcasts globally, Karen empowers others with coaching services and comprehensive post-production support through her business, ensuring her clients not only reclaim their time but also achieve a tangible return on investment for their podcasting efforts.

https://podcastprofitsunleashed.com

https://www.facebook.com/karen.roberts.790256 https://twitter.com/krobertsfitness https://www.instagram.com/karenroberts.tv/ https://www.youtube.com/channel/UCJQVgHgHOYR4aYcvncxoA7w https://www.linkedin.com/in/karen-roberts-coaching/ 

Get the exact steps to start, launch, grow a podcast and turn it into a sales machine. https://podcastprofitsunleashed.com/workshop

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 sat down with Laurie-Ann Murabito to delve into our personal money journeys and how we've transformed our relationship with finances. Lori Ann opened up about overcoming the emotional impact of refund requests and past embarrassment over her spending choices. We discussed the importance of gratitude and making financial choices that align with our values, rather than succumbing to societal pressures. Lori Ann also offered a resource for growing businesses through speaking engagements. We wrapped up with a reminder to stay sassy and an invitation to access more resources on the Sassy Wealth Coach website.
Bullet Points
- Money journeys and evolution of relationship with money
- Handling client refunds and professional growth
- Overcoming embarrassment and judgment regarding financial choices
- Fear of judgment and societal pressure around spending money
- Shifting money mindset to embrace abundance and gratitude
- Experiences with money mindset and shifting perspectives
- Creating a positive and abundant mindset
- Developing a playful and positive relationship with money
- Aligning spending with core values and desires
- Importance of speaking to grow business and brand

Laurie-Ann Murabito, Speaking Coach & Speaking Strategist is a reformed painfully shy gal who accidentally became a professional speaker. She works with coaches and consultants to write and deliver captivating presentations to establish credibility, attract ideal clients, and monetize their authority. She combines her years as an award winning professional speaker, executive leadership coach and her obsession with neuroscience. Laurie-Ann is the best selling author of ‘Rethink Leadership’ and the host of the Be In Demand podcast. A few of her clients are Johnson & Johnson, American Cancer Society, Baystate Wealth and Bali Mastermind by Sabrina Philipp.
To learn more, visit her website at SpeakAndStandOut.com.
https://SpeakAndStandOut.com

LI- https://www.linkedin.com/in/laurie-ann-murabito/
IG- HTTPS://www.instagram.com/laurieann.murabito 
YT: https://www.youtiube.com/lamurabito 
FB- https://www.facebook.com/profile.laurieannmurabito
FB page- https://www.facebook.com/laurieannmurabito

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 the latest episode of "Cash and Sass," I'm diving into the fifth wealth code: financial wealth, and it's such an exciting journey! I'm thrilled to share insights on crafting your personalized money roadmap, and I can't stress enough how fun it is to align it with your values, goals, and lifestyle. Together, we're walking through the process of understanding your financial positions and breaking down those big dreams into manageable, bite-sized steps. Plus, I'm recommending chatting with financial experts to refine your strategies – it's like having a money mentor! And remember, regularly updating your roadmap isn't just a task; it's an adventure in shaping a life and business that truly reflect what's most important to you. Let's make those numbers dance to the rhythm of your aspirations!

Bullet Points

- Fifth wealth code: financial wealth
- Building a personalized money roadmap
- Clarifying values, desires, goals, and priorities
- Understanding current financial situation
- Breaking down big financial goals into smaller achievable milestones
- Creating a timeline for reaching financial goals
- Seeking guidance from financial planners, wealth coaches, accountants, or tax advisors
- Regular review and adjustment of the money roadmap
- Financial wealth beyond numbers
- Aligning life and business with deepest values 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 today's episode of Cash and Sass, I had the pleasure of speaking with Jody Lynn, who opened up about her past financial struggles and her path to abundance consciousness. We delved into her abusive relationship, the 2008 financial crisis, and the life-changing advice from her father that led her to take control of her life. Jody Lynn shared her CASTE system for shifting from scarcity to abundance and emphasized the importance of calming the nervous system during tough times. We also discussed the power of movement and music in overcoming analytical paralysis and the concept of upleveling through personal and professional growth. It was an enlightening conversation that left me inspired to continue exploring these transformative ideas.

Bullet Points

- Jody Lynn's journey from financial struggle to unlocking abundance potential
- Personal experience of being in an abusive relationship and dealing with financial challenges
- Approach to abundance consciousness and dismantling abundance blocks
- Resilience and determination required to overcome adversity and rebuild financial stability
- Delving into the interplay between mindset, energy, and abundance
- Introduction of the CASTE regime for coaching oneself through scarcity and fear
- Abundance consciousness philosophy and the journey from scarcity to abundance
- Importance of self-awareness, emotional coaching, and intentional focus in creating abundance consciousness
- Techniques for calming the nervous system and shifting mindset
- Embracing change and growth, particularly for women striving to create, retain, and expand wealth

Jodie Lynn is a Channel, Guide, and Founder of Abundance Consciousness ™. For over a decade, JodieLynn Craven has served in a role of a financial advisor, financial educator, and within the last 6 years the creator of the Abundance Consciousness Philosophy. Unlocking Your Abundance Potential with Jodielynn With profound expertise in modern currency structures and the financial economy, Jodielynn goes beyond conventional wisdom. Her depth of expertise extends far beyond traditional financial realms. Jodielynn’s fluency in subconscious patterning and energy dynamics unravels the often-overlooked influences that shape our relationship with money. By delving into the intricate interplay between mindset, energy, and abundance, she assists individuals in identifying and dismantling their abundance blocks, redefining their approach to wealth and prosperity. Jodielynn's holistic understanding of abundance consciousness positions her as a guiding light for those seeking to transcend limitations and embrace a life of boundless possibilities.

www.jodielynncraven.com

@jodielynncraven

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 the latest episode of "Cash and Sass," I explore the concept of energetic wealth, the fourth wealth code. I discuss the importance of aligning our thoughts, beliefs, and actions with our financial goals to attract abundance. I share my own experience of misalignment and the negative impact it had on my well-being, despite financial success. To help you align your energy, I offer practices like cultivating awareness, expressing gratitude, using affirmations, and surrounding yourself with positivity. I encourag choosing a practice to focus on daily, maintaining an abundance mindset, and sharing the conversation with friends. Remember, your energy is the key to true wealth. Stay fabulous and sassy!

Bullet Points

- Energetic wealth as the fourth wealth code
- Aligning thoughts, beliefs, and actions to attract abundance
- Importance of being in total alignment with thoughts, beliefs, and actions
- Impact of negative beliefs on financial success and overall well-being
- Practices to align thoughts, beliefs, and actions, including cultivating awareness, practicing gratitude, and affirmations
- Surrounding oneself with positive influences and setting healthy boundaries
- Challenging limiting or negative beliefs about wealth and success
- Investing in oneself and taking action to grow and improve
- Choosing one practice to focus on each day and redirecting focus back to abundance
- Empowerment as powerful creators and the key to unlocking true wealth and prosperity

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 delve into the transformative journey of shifting from a scarcity to an abundance mindset with guest Jennifer Bohn from Heart Shine Alchemy. We explore how embodiment work, movement, and music can profoundly impact our daily lives and businesses. Jennifer shares her personal experiences and the practical applications of these practices, emphasizing their accessibility and the power of starting the day with intentionality. We also discuss the upcoming "Money Moves" retreat and Jennifer's "Align and Thrive" retreat, encouraging listeners to embrace growth and transformation. Don't forget to check out Jennifer's free 15-minute beginner's guide to embodiment and stay tuned for more empowering content. 

Bullet Points

- Personal journeys with money mindset

- Shifting from scarcity mindset to abundance mindset

- Impact of embodiment work on daily lives and businesses

- Importance of morning practices and intentional movement

- Enhancing journaling experience through movement and embodiment practices

- Power of music and intentional listening in shifting mindset

- Call to action for incorporating movement, music, and intentional listening into daily routines

- Free offer of a movement practice as a beginner's guide to embodiment

- Announcement of upcoming retreats focusing on alignment and growth

- Encouragement to subscribe to the podcast and engage with the community

Jennifer is the founder of HeartShine Alchemy, and loves working with her clients in a multitude of ways in their health, growth, & transformation journey’s! She is a Therapeutic Massage Practitioner & Transformational Holistic Health Coach supporting women to ditch diet culture and come back home to themselves & their body’s own innate wisdom. Jennifer also works with Uplift Millions as a High Performance Success Coach for heart-centered impact-driven entrepreneurs, supporting them in creating their most epic limitless life & business. She will always take a stand for the heart of humanity & seeing the greatness in others. When you are with Jennifer, expect to feel deeply seen & loved exactly as you are, and have your magnificence reflected back to you…because you are amazing!
  

Connect with Jennifer 
 FB: www.facebook.com/jennifer.bohn.547

IG: @heartshinealchemy www.instagram.com/heartshinealchemy 

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   

It's your go-to Sassy Wealth Queen, Lisa Marie, and I've just wrapped up another empowering episode of "Cash and Sass" that I can't wait for you to dive into. This week, we're taking a slight detour from our usual financial wisdom to talk about something just as valuable – our physical health.

I've always believed that true wealth encompasses more than just our bank accounts; it's also about our well-being. That's why I'm thrilled to share with you the "Physical Wealth Code," a secret ingredient to a richer life that often goes overlooked.

In this episode, I get personal. I'm peeling back the curtain to reveal my own journey with health and how it's transformed not just my body, but my ability to create and enjoy wealth. Trust me, it's a game-changer.

Here's a sneak peek of what you'll discover:

🌟 The undeniable link between physical health and financial success. 🌟 My top tips for seamlessly integrating healthy habits into your busy schedule. 🌟 How taking care of your body can boost your energy levels and your bank balance.

I'm all about keeping it real and sharing practical advice that you can apply right away. So, if you're ready to elevate your wealth in all aspects, make sure to hit play. Your body (and your wallet) will thank you.

Stay sassy and healthy, Lisa Marie

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