Collective Conversations

In this episode, we're excited to highlight Collective Catalyst, our women’s mastermind group designed to spark open, real conversations about money in a laid-back, supportive space. Featuring Catalyst member, Carla Spencer of Across the Creek Farms, we discuss the value of bringing together a group of women to explore their financial journeys and announce our intentions for 2026!

Getting started with investing can feel overwhelming—but it doesn’t have to be. In this episode, we're back with Jackie Rogers, wealth advisor and founder of Elevated Wealth to walk through the first steps of how to begin, from choosing between financial advisors, investing apps, or a do-it yourself approach. We’ll weigh the pros and cons of each option and share tips on how to stay on track with your plan so your investments keep moving you closer to your goals.

Jackie Rogers, wealth advisor and founder of Elevated Wealth, is back for part 2 in our investment to discuss one of the most important parts of investing: understanding risk. We’ll talk about how to assess risk in your own financial life, the different types of investments and what they mean for you, and the retirement account options available. Finally, we’ll explore how to match your investments to your goals so that your money is working in alignment with the future you want to build.

We're joined by Jackie Rogers, wealth advisor and founder of Elevated Wealth break down what financial planning really means, how to set meaningful goals, and the importance of building a plan that works for your life. From budgeting and saving strategies to understanding how investing fits into the bigger picture, this conversation is about helping you connect the dots between everyday money decisions and long-term financial independence.

Laura Ferner, partner with Crouch, Harwell, Fryar & Ferner, PLLC is back to dig into the economic impact of immigrants on Northwest Arkansas, as shared in the Global Talent report released in 2016 by New American Economy, Winthrop Rockefeller Foundation and EngageNWA (link below).  By starting new businesses that create local jobs, supporting the workforce of the region’s key industries, buying homes, and paying taxes, immigrants make significant contributions to the region’s economy and shape our region’s growth and vitality. 

Global Talent Report: https://www.americanimmigrationcouncil.org/wp-content/uploads/2016/12/pnae_nwarkansas_v23-1.pdf

Laura Ferner specializes in immigration and nationality law as a partner at Crouch, Harwell, Fryar & Ferner, PLLC and she joins us for a two-part series on immigration. In this episode, we unpack the key terms, processes, and pathways for coming to the United States. We explore the different ways people arrive, how individuals move through the immigration process and discuss the timeframes, costs, and resources often involved.

Jenna Fogleman Saifi is here to break down how a Like-Kind Exchange can help investors defer capital gains taxes when selling investment property. Together we'll cover the essentials, from what a 1031 exchange is and who qualifies, to what types of property are eligible and the strict timelines investors must meet. Listen in for a deep dive into a widely known but often misunderstood topic.

Strong boards build strong nonprofits. In this episode, Katie Eaves joins us to break down essential governance practices every nonprofit board should follow. Tune in for a practical look at what good governance really means.

Katie Eaves is back to unravel the basics of a nonprofit. We'll break down the different legal entities a nonprofit might structure as, plus what it means to have tax-exempt status. We'll also dive into the role of a board and what makes a strong board member. Jump in as we cover everything you need to know before taking a seat at the board table.

It's not just binders and pens, getting ready for back to school often includes new outfits, fresh kicks, and stocking up the school lunch account. Let's talk about the real cost of sending kids to school in the fall and some tips and tricks to spread the spending out across the summer.