Cash & Sass™

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

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 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/

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 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

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 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/

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 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

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," engages with guest Rebeccah Silence, an award-winning author and coach specializing in personal transformation. Rebeccah shares her journey through domestic violence, cancer, and financial struggles, emphasizing the importance of self-worth and emotional healing. The conversation highlights the interconnectedness of personal transformation, emotional well-being, and financial health. Rebeccah offers free resources, including a masterclass and a guide for difficult conversations, and promotes her book "Coming Back to Life." The episode encourages listeners to embrace their value and make empowered decisions.

• Intersection of personal transformation and financial well-being
• Importance of self-worth and emotional healing
• Resilience in the face of adversity and challenges
• The role of community support in personal and professional journeys
• Redefining success beyond traditional metrics
• Investing in oneself for health and well-being
• Navigating personal "money stories" and limiting beliefs
• Tools for maintaining a positive mindset and emotional processing
• Embracing uncertainty and the fear of success
• The significance of making empowered choices in life and finances

Rebeccah Silence is a powerhouse in the world of personal transformation, redefining what it means to have a truly happy, healthy family. As an award-winning author, coach, and media personality, she’s not just changing lives—she’s elevating them to new heights of love and joy. Her mission is crystal clear: to ensure every child grows up with healed, joyful parents and that every couple discovers a love that's not just sustainable but blissfully transformative. Rebeccah’s unparalleled expertise spans 16 years of helping people heal from generational trauma, high-functioning unhappiness, and love trauma. She understands that deep-rooted issues often hold people back from living their fullest lives, and she’s dedicated her career to breaking these cycles of pain.  Whether you’re struggling with unresolved trauma, feeling stuck in a cycle of high-functioning unhappiness, or yearning for a more loving relationship, Rebeccah’s transformative work is your pathway to a life filled with joy and fulfillment. Learn more about how she can help you create the life you deserve at rebeccahsilence.com.

rebeccahsilence.com

The FREE masterclass, "3 Must Know Secrets To Heal And Save Your Family," is your key to unlocking deeper, more meaningful connections as a leader and within your family. This free guide is not just about healing; it's a transformative experience designed to enrich your experience of life, love, and leadership with lasting harmony in your relationships at home, at work, and beyond.
https://www.rebeccahsilence.com/3-must-know-secrets

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 and guest Alara Sage discuss cultivating a loving relationship with money. They explore how many people have dysfunctional money relationships, characterized by anxious, avoidant, or codependent attachment styles. Alara emphasizes the importance of self-awareness and offers actionable steps to shift towards a healthier financial mindset. Key points include the impact of money on teaching, empowerment, shifting subconscious beliefs, and managing financial stress. The episode concludes with practical tools and mindset shifts to help listeners transform their relationship with money and achieve financial empowerment.

• Importance of diverse perspectives on money and wealth mindset.
• Concept of building a loving relationship with money.
• Dysfunctional relationships with money characterized by anxious, avoidant, and codependent attachment styles.
• Role of self-awareness in recognizing and changing financial patterns.
• Steps to shift towards a healthier relationship with money, including awareness, acceptance, and taking action.
• Money as a neutral tool that can amplify positive or negative outcomes based on intentions.
• Historical context of women's financial independence and its impact on current beliefs about money.
• Techniques for managing financial stress, such as grounding exercises and breathwork.
• The connection between financial responsibility and the nervous system.
• Importance of mindset in achieving financial growth and overcoming mental barriers.

Alara Sage is an intuitively gifted mentor, Womb Shaman, and Shakti Activator who coaches provocatively and soulfully. She helps changemakers and trailblazers embody their wealth consciousness, creative genius, and visionary potential.  Alara Sage believes that we are here to live Ecstatically.  She believes that our creative life force energy (Shakti) is the source of our pleasure, aliveness, and profound creative potential.

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

🎁Free Daily Wealth Activation

A short but powerful practice to activate your wealth consciousness
🔥Learn how to set an aligned intention for creating wealth.
🔥Learn key points for success
🔥Receive an energetic activation for your intention
🔥 2-Part video series with downloadable audio
https://www.alarasage.com/daily-wealth-activation-signup

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 Robinson, the "Sassy Wealth Queen" and wealth coach, welcomes Erin Gray, a former certified financial planner. They delve into the topic of money trauma, focusing on its generational impact. Erin shares her personal journey, discussing her past struggles with money trauma and the steps she took to overcome it. They explore societal beliefs about money, emotional and energetic aspects of financial well-being, and the importance of recognizing and addressing money trauma. The episode emphasizes healing through somatic practices and continuous self-exploration to foster a healthier relationship with money.

• Concept of money trauma and its generational implications
• Personal experiences with money trauma and its impact on financial behaviors
• Societal beliefs surrounding money and their influence on individuals
• Emotional and energetic dimensions of financial well-being
• Importance of recognizing and addressing money trauma for healthier relationships with money
• The role of somatic practices in healing money trauma
• Understanding the duality of financial experiences and beliefs
• The significance of self-compassion in the healing process
• Tools and strategies for exploring and addressing money trauma
• Continuous growth and learning in the journey toward financial empowerment

Erin is a former Certified Financial Planner and has over 10 years of experience helping run her family's water and wastewater construction business. Erin was the classic overachiever and lived a "checklist" life delaying her joy and fulfillment for "someday". Erin took 2 years off to travel the world, spend time with her family and work through her deep seeded stories and beliefs that she had with money. She now helps entrepreneurs blend the 3D (knowledge and understanding in business like bookkeeping, taxes, investing) and 5D of money (the emotions and their energetics when it comes to money) so that they can have a business and life they love. Erin believes that our business and life can only thrive at the level of our emotional well being.

https://generatealifewelllived.com
https://www.instagram.com/theeringray

Join our Erin’sFREE 4-part video workshop series to transform your relationship with money and decision-making through Human Design.
https://generatealifewelllived.com/create-financial-ease-with-human-design/

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 Robinson, the "sassy wealth queen" and wealth coach, talks with financial expert Ryan Derousseau about helping self-employed individuals, especially therapists and coaches, achieve financial success. They discuss the "hamster wheel syndrome," where self-employed people work harder without financial stability, and share strategies for turning income into wealth. Key themes include personalized budgeting, consistent investing, and the importance of financial planning. Lisa and Ryan emphasize the need for a proactive approach to managing finances, investing wisely, and seeking professional guidance to build lasting wealth.
Challenges faced by self-employed individuals in managing finances
The concept of "hamster wheel syndrome" in self-employment
Strategies for turning self-employment income into wealth
Importance of financial planning and having an emergency fund
Investment strategies: markets, business, and real estate
Budgeting for non-monthly expenses and creating a money roadmap
Conscious spending and tracking financial habits
Empowerment through financial knowledge and understanding expenses
The significance of paying oneself first in budgeting
Encouragement to start small in financial planning and investing


Ryan Derousseau specializes in working with therapists, private and group practitioners and the self-employed, enabling them to thrive financially so they can focus on clients.
https://thinkingcapfinancial.com


LinkedIn: https://www.linkedin.com/in/ryanderousseau/ 
YouTube: https://www.youtube.com/@ThinkingSolo/videos
Instagram: https://www.instagram.com/theprivatepracticeadvisor 
Twitter: https://twitter.com/RyanDerous

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," engages with chartered financial consultant Connor Tyson. They explore money management challenges faced by entrepreneurs, especially those with fluctuating incomes. Key topics include the importance of budgeting, debt elimination, and savings strategies. Connor introduces the "hills and valleys account," a method to stabilize cash flow by saving during high-income months and using those savings during lean periods. They also discuss the emotional aspects of money management and the significance of financial awareness and education. The episode offers practical advice for achieving financial stability and empowerment..

• Importance of open communication about finances
• Understanding personal financial habits and patterns
• Emotional aspects of money management and mindset
• The journey of financial transformation and gradual change
• Practical strategies for managing finances effectively
• Concept of a "hills and valleys account" for cash flow management
• Significance of financial literacy and education
• Impact of small, incremental changes on financial wellness
• Balancing personal and business finances for holistic health
• Aligning financial strategies with personal values and goals

Connor earned his Bachelor of Science in Finance from Quinnipiac University and spent over 23 years as a Financial Advisor. His extensive experience in the industry revealed gaps in traditional financial services, leading him to establish Progress Solutions LLC. At Progress Solutions, Connor focuses on financial wellness coaching, addressing issues often overlooked by conventional financial advice.  Connor holds a Series 65 certification as a Registered Investment Advisor and is licensed with NY Life Insurance. He is also a Chartered Financial Consultant (ChFC®) and a Master Trained Financial Coach through Ramsey Solutions.  At Progress Solutions LLC, Connor provides personalized coaching to help individuals take control of their finances and achieve lasting peace of mind. He empowers clients with the knowledge and tools needed to confidently navigate their financial journey. Free consultations are available at www.progressfc.com. 

http://www.progressfc.comhttps://www.facebook.com/connorthefinancialcoach
https://www.instagram.com/connorthefinancialcoach

Free 45 min win with money session
https://calendly.com/progress-financial-coaching/assessment

Free resources and guides-
https://progressfc.com/resources

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