Cash & Sass™

In this episode of the "Cash and Sass" podcast, host Lisa Marie and guest Kimberly Graham, both financial coaches, share their personal financial struggles and triumphs, emphasizing the importance of communication in couples' financial planning.  They discuss aligning core values, creating a shared financial roadmap, and the impact of personal money beliefs. Kimberly introduces a "two questions before bed" practice to foster open money discussions and shares a case study to highlight the influence of background on financial priorities. The conversation also explores the role of money archetypes in understanding spending behaviors. 

• Importance of communication in relationships about money
• Impact of personal money beliefs on financial planning
• Need for couples to align core values and create a shared money roadmap
• Approaching financial discussions without triggering conflict
• Creating a safe space for conversations about money within a relationship
• Addressing underlying beliefs and truths ingrained over the years
• Impact of personal money beliefs on financial decision-making
• Balancing individual beliefs and finding common ground in money management
• Understanding one's money beliefs and communication style
• Empowering women to take control of their finances

As a dynamic speaker and educator (wife & mom), Kim shares her wealth-building strategies with audiences worldwide. Her engaging talks are a blend of real-world experiences, practical insights, humor and actionable steps that resonate with anyone looking to take control of their financial destiny.

Check out Kimberly and Dan and take their free money quiz!

https://linktr.ee/KGFinancial

      

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, also known as the Sassy Wealth Coach, explores the array of financial professionals available to help manage business finances. 

She differentiates between bookkeepers, CPAs, financial advisors, planners, tax advisors, wealth and money coaches, and (fractional) CFOs, detailing their unique roles and services. From maintaining records to strategic planning and mindset coaching, Lisa Marie clarifies who does what and why choosing the right expert for your specific financial needs is crucial, blending her expertise as a fractional CFO and wealth coach to guide listeners toward sassy financial success.

 If you've ever felt like you're navigating a labyrinth in managing your business finances, this newsletter is your map to the treasure!

Bookkeeper (00:00:59)
Explains the role of a bookkeeper in keeping accounting records and maintaining company records.

CPA (00:01:56)
Describes the responsibilities of a Certified Public Accountant, including tax preparation, budgeting, and audits.

Financial Advisor and Financial Planner (00:02:45)
Differentiates between financial advisors and financial planners, discussing their roles in financial planning, investing, and retirement planning.

Tax Advisor (00:03:54)
Explains the role of a tax advisor in minimizing taxes, compliance, and providing tax advice throughout the year.

Wealth Coach, Money Coach, Financial Coach (00:04:54)
Describes the role of coaches in teaching money management skills and improving the relationship with money while highlighting limitations in providing investment advice.

CFO and Fractional CFO (00:06:28)
Differentiates between a Chief Financial Officer and a Fractional CFO, discussing their roles in managing money, strategic planning, and business financial systems.

Conclusion and Contact Information (00:10:53)
Provides a summary of the discussed topics and encourages listeners to visit the website and subscribe to the podcast.

So, if you're ready to turn your financial chaos into sassy and sexy money, tune in to the "Cash and Sass" podcast. Let's embark on this journey together and transform your financial story from bewildering to brilliant!

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 and guest Sarah Suzuki discuss Sarah's journey from a scarcity mindset to financial empowerment. Sarah, a clinical social worker and founder of Chicago Campus Counseling, shares how childhood experiences shaped her views on money, leading to fear-based decisions.

With Lisa's wealth coaching, Sarah transformed her approach to money, resulting in significant business decisions and personal financial confidence. They highlight the importance of professional support and the positive changes in Sarah's business, personal life, and team dynamics, especially during the challenging times of 2020. The episode emphasizes the value of vulnerability and partnership in achieving financial success and well-being.

 Stay Tuned for More 
Don't forget to subscribe for more empowering stories and actionable advice. Together, we're redefining what it means to have sassy and sexy money.

Ready to transform your relationship with money and achieve your wildest dreams? Tune in to the "Cash and Sass" podcast, and let's make it happen!

Stay sassy and cash-savvy!

Scarcity Mindset (00:02:29) Sarah discusses the childhood imprints and experiences that led to her scarcity mindset and its impact on her financial decisions.

Challenges of Managing Money as an Entrepreneur (00:06:19) Sarah shares her struggles with managing money and her beliefs about her lack of knowledge in financial matters.

Family Influence on Money Mindset (00:09:41) Sarah talks about the disconnect she felt with her family's financial understanding and how her brother's intuitive sense contrasted with her own emotional understanding.

Hiring a Money Coach (00:13:38) Sarah discusses her initial skepticism and the process of hiring a money coach, including her request for a trial period and the eventual positive transformation in her financial management.

Business Expansion (00:20:46) Lisa Marie highlights Sarah's significant business expansion, including signing a long-term lease, as a result of the improved financial 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   

Hey there, Wealth Warriors!

It's your sassy wealth queen, Lisa Marie, and I'm beyond thrilled to slide into your inbox with a little sneak peek of what's brewing over at the Cash and Sass podcast. I've got a story to share, and trust me, it's one you won't want to miss.

From Financial Fears to Sassy Success
I'm peeling back the curtain on my own money journey, and let me tell you, it's been a wild ride. I didn't grow up with a silver spoon, and money was more of a mystery than a friend. But guess what? I kicked those money taboos to the curb and turned my financial life from chaos to sassy and sexy success. And I'm here to help you do the same!

Money Mindset Magic 
We're diving deep into the world of money mindset and management. I'm talking about the real stuff – the fears, the struggles, and the triumphs. I've been there, working long hours, juggling food stamps, and raising my special needs kiddos. But I changed my money story, and now I'm the proud owner of a multi-six-figure business. If I can do it, so can you!

 Candid Convos & Juicy Topics 
Each week, I'll be bringing you solo episodes and guest features that fearlessly explore every aspect of money. We'll tackle emotional financial decisions, aligning your spending with your values, navigating money talks in relationships, and so much more. No topic is off-limits in our judgment-free zone!

Join the Wealth Warrior Movement 
 I'm trying to empower high-achieving women like you to create, retain, and expand wealth. So, hit that subscribe button, leave a review, and let's make some noise (and money) together!

Remember, it's not about where you come from; it's about where you're going. And I'm here to guide you to a place where your money is as sassy and sexy as you are.

Introducing Cash and Sass Podcast (00:00:01)
Lisa Marie introduces herself and the podcast, explaining its purpose and structure.

Breaking the Money Taboo (00:01:10)
Lisa Marie shares her personal experiences with money and her mission to change the taboo around money conversations.

Challenging Money Beliefs (00:02:16)
Lisa Marie discusses her upbringing and how it shaped her relationship with money, challenging common beliefs about money.

Overcoming Financial Struggles (00:03:23)
Lisa Marie shares her journey through financial difficulties, including bankruptcy, foreclosures, and repossessions, and how she overcame them.

Empowering Money Mindset (00:05:34)
Lisa Marie explains how she transformed her money mindset and successfully grew her business.

Empowering Women with Wealth (00:07:43)
Lisa Marie shares her passion for helping women create, retain, and expand wealth, highlighting the success of her clients and the purpose of the podcast.

Structure and Topics of the Podcast (00:08:49)
Lisa Marie outlines the release schedule and structure of the podcast, including solo episodes and discussions with guests, and previews the topics to be covered.

Empowering Money Conversations (00:10:03)
Lisa Marie encourages listeners to seek empowerment and control over their money.

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   

Welcome to the Cash and Sass podcast, where I'm your host, Lisa Marie, the Sassy Wealth Queen! In this introductory episode, I'm thrilled to give you a sneak peek into the world of candid cash-versations and sassy money transformations.

As the founder of the Sassy Wealth Coach, I've made it my mission to help women entrepreneurs like you take their money from chaos to pure sassiness and sexiness. In this podcast, we're breaking down the barriers of the money taboo, having those conversations you've been craving since childhood and beyond.

Join me as I share tips, tricks, and personal insights to empower you in money management and mindset. We're not holding back on any topic – it's an open and judgment-free zone for all things money, money mindset, and money management.

I'll also introduce you to some incredible guests who will share their stories and expertise. If you're tired of the financial chaos, ready to kick the money taboo to the curb, and eager for a sassier, sexier relationship with your money, then this podcast is your new best friend.

Get ready to embark on an exciting journey to transform your relationship with money. This is just the beginning, and I can't wait to share this adventure with you. So, buckle up, tune in, and let's dive into the world of Cash and Sass!

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