Forethought Wealth Podcast

Are you a business owner and entrepreneur? Is it something that you've always been curious about starting? If you are currently a business owner or aspiring business owner, this is the episode for you. Jamie Trull is a huge advocate for women knowing and empowering themselves around their wealth, especially when it comes to their business. She is a trained CPA and spent many years in corporate finance before launching her dream of running her own business. And now she works as a consultant, coach, speaker, and educator around finances for women business owners.

She has a phenomenal community, and I am just blessed to have her share her wisdom. So in today's podcast, if you are looking at starting your own business, Jamie is going to talk about what foundational things you need to understand. Foundations that will help you grow and scale a business. We also get into the tools you need in place to be able to scale your business. Then we dive into mindset and why it's so important for women to actually not shy away from growing our business and growing our revenue. We have the power to really create change in this world. Jamie is going to you how.

Jamie’s website: https://jamietrull.com/

Facebook: https://www.facebook.com/BalanceCFO

YouTube: https://www.youtube.com/channel/UC7vGEKe2pHPYgpQxsmsk6Pw

Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Stephanie Walton and Succeeding with Passion are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.

Have you ever found yourself feeling out of place? To the point that you were masking yourself to be someone who you weren’t? Perhaps it actually was (or is) impacting you more than you think - anxiety, weight gain, adult acne, insomnia, or affecting your relationships and views of the world?

If we dig deep it may be that our fears of something are actually convincing us that that we need to look and act a certain way. Fear that we may not have a job, that give us the resources to provide for our families, or even that we allow our fear to lead to our misjudgments of others because we are afraid that they may “replace” us.

Our guest today, Dawn Johnson certified Life Coach, walks us through the journey she had to discover. her authentic self and purpose after losing her job in an unexpected, yet too often experienced, way. She guides us through a wonderful conversation about her 20+ years in the corporate world as a black woman and how the life transition of leaving allowed her to be true to her and why you don’t have to wait for an experience like that to start your journey. Experiences are real and we can learn from each other’s stories and the wisdom that they share from those experiences.

Join Dawn and me in conversation together as she breaks down:

• The journey to authentic self includes being okay with living in the messy
• How stepping into your authentic self empowers your relationships with others
• The “special" sauce that allow you to show up shining bright

Dawn drops us fierce knowledge on not only on discovering and leaning into your authentic self but also how we can lean into conversations with each other in order to learn at a deeper level. Specifically, we talk about white and black women coming together and how we can really create lasting change by coming together in compassion and love.

Love though isn’t always easy. It isn’t just heart emojis and thumbs up on social media. It is deeper. Love can be messy. Love can be direct. Love can be boundaries. AND first, you have to start with loving yourself. Our world has broken pieces (and arguably pieces of us) because there are so many people who don’t love themselves. The true kind of love - you’re able to stand confidently in who you are, you don’t react to the noise, and you are authentic to yourself. When you are grounded you are able to look at situations, people, and problems in your life with a whole new lens. Shame does not equal love.

As we have talked before on the podcast, your purpose doesn’t mean that you have to choose the entrepreneur journey like Dawn and I have, rather it just searching within you.  The process to live authentically isn’t just that easy like snapping your fingers it takes the ability to dig deep. You are worthy of this happiness and getting through the mess and coming out a more sparkly version of an already incredible person!

FIND OUT MORE ABOUT DAWN:

Connect with Dawn on LinkedIn

Connect with Dawn on Instagram

Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Stephanie Walton and Succeeding with Passion are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.

On today's show I sit down with a woman that launched a business out of the pain and suffering of loss. Cheri Williams-Franklin invented Life Snapshot to save you the additional pain she went through after losing her sister.  In my career, there are three pieces that I have found that most people end up struggling with because they do not spend the time to visit or re-visit the topics.

The first one is while you are still living by getting the right legal documents in order. 

Secondly, designating and updating beneficiaries. 

Lastly, I would say the cost and impact of the need for end of life care. 

Communication has a direct effect on those we care for. Caregiving is not easy especially for those we love. There is the physical part of administering the care and there is a lot that is unseen — time off work, having to quit a job to care for someone full time, mental health, financial support, the drain of not having just the joy parts, family dynamics of the care falling on one person more than the other.

I am going to leave you with few pieces that you can take action on going forward:

• Review your beneficiaries annually
• Have conversations around your plans with those that will be impacted
• Have conversations with your loved ones if you think they may be utilizing your services

FIND OUT MORE ABOUT CHERI WILLIAMS-FRANKLIN AND LIFE SNAPSHOT

Visit the Life Snapshot website

Follow Life Snapshot on Facebook

Follow Life Snapshot on Instagram

Subscribe o the Life Snapshot blog for more resources

Use code THRIVE for 10% discount off the Life Snapshot services

Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Any of the parties listed above are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.

Mac Gardner, a Certified Financial Planner practitioner, has served in the financial services industry for more than 20 years.

His passion for financial literacy led him to publish his first book, “Motivate Your Money!” in 2013. As his family grew and his clients began to ask him for ways to teach their kids about managing money he decided to use elements from his first book to develop a financial literacy platform for young children. The Four Money Bears represent the four basic functions of money. When children gain exposure to money management skills at an early age they are likely to develop healthy financial planning habits as adults. Mac is a true believer in the power of stories. He wants every child to know the story of “The Four Money Bears” and the benefits of sound money management for generations to come.

Learn more about the book and Mac here: http://www.thefourmoneybears.com/

Find out more about Forethought Planning: www.forethoughtplanning.com

Follow Forethought Planning on social media:

Facebook

LinkedIn

YouTube channel

Score our free Wealth Assessment tool on our website.

Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Stephanie Walton and Succeeding with Passion are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.

You are beautiful, unique, smart, confident, determined and powerful. This is the mission of Girls Are Powerful founded by our guest on the podcast today Shawntan Howell. 

What we talk about in today’s session:

• Taking your passion and move it into action
• Impacting the lives of those around you positively
• Fostering and developing a strong and empowering relationship with your daughter

If you can answer any of these questions {no right or wrong way}, today’s podcast is for you. Shawntan grew up in Chicago with a strong mother who showed her the possibilities of life, this didn’t mean that it was an easy trip. As she puts it, life is a rollercoaster, and isn’t that the truth. As a mother, now living in Minnesota in a predominantly white community raising her daughter, Shawntan wanted her to have the same feeling of being beautiful, unique, smart, confident, determined, and powerful -- So, Girls Are Powerful was born. 

She did not have an easy start to the formation of her dream and her resilience kept her going through all of the “no’s” that she would hear. She was determined to have young girls feel empowered and to create a community that lead to conversations and action in supporting and creating space to take up space! 

We should not have to shrink into our insecurities instead we should be able to stand tall. After my interview with Shawntan where we laughed and had fun and also got serious sharing our experiences I had an industry meeting. Throughout my career sometimes I have felt the need to mute myself or shrink to make other people feel good. Have you ever caught yourself in that situation? Today, with the meeting I “walked” into {it was on Zoom}, I took up space, shared my ideas, recognized others, and celebrated the wins I had unapologetically - I was the only woman in the room. 

Shawntan and I talk about her experiences being the only. How 2020 allowed her to step further into her voice and live out her mission even deeper. When we stand confidently in who we are it doesn’t mean that we are cocky, rather it means we are unwavering. Resilience also helps us to find our footing again when the world, that doesn’t always follow the plan we have laid out, challenges us. 

As we check in on one month into the new year, how are you feeling grounded? 

Who is your team and squad of folks that are going to remind you of your greatness?

No matter BIG or small, how will you make a powerful impact on other’s in your life by shining the light on them and allowing them to take up the space they deserve?

FIND OUT MORE ABOUT GIRLS ARE POWERFUL:

Girls Are Powerful Website

Follow Girls Are Powerful on Facebook

Follow Girls Are Powerful on Instagram

Follow Girls Are Powerful on Twitter

Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Stephanie Walton and Succeeding with Passion are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.

We are coming off an extremely heavy year. As I write this, despite the ugliness and trials/tribulations of 2020, history is being made today - and there is power in that perspective switch. It doesn’t mean that we will ignore what has previously happened in our lives, the trauma that we have experienced, the loss that has occurred, or the frustrating pieces that may cause us to experience shame - rather redefining what those mean for us. Looking for opportunities to move forward and grow.

Growth is hard work and takes time. It doesn’t happen overnight. This month I wanted to bring you guests on the podcast that we're going to assist you in exploring what you might need in your tool-kit to define what your purpose was and grow in it.

We actually possess all of the power within ourselves to go in the directions we want to, it’s just whether or not we make the choice to push through, do the hard stuff and get there. As I’ve said before there is no magic formula or get rich quick scheme. While yes, I recognize that is an incredibly privileged statement to say, yes there are systems that work as blocks for some to not move forward - let’s break that down a bit more. As history is made today with Madame Vice President Kamala Harris being sworn in as the first of two accords - female and woman of color Vice President of the United States of America; what if she let her comfort and doubt win — would our little girls know that was possible for them too? How do we live out our purpose if we only listen to the negativity? If we only see the obstacle and say there isn’t a way around? There is. We need each other and we need the ability to be creative. After all - Kamala and many others who are firsts didn’t get there without looking at every obstacle creatively.

On today’s episode, I had the pleasure of sitting down with Fabiana Peterson a Brain-Life Coach. She brings true-life experience as well as certification and education to be able to talk to us about exploring more of our mindset to impact our purpose. She brings exactly the element I discussed above about creativity alive in our discussion. No creativity isn’t just the stroke of a paintbrush to a canvas (that is beautiful) it is also how we approach different situations in our lives.

“Creativity creates opportunities.

Comfort blocks us from opportunities.”

Fabiana believes that we can change our mindset. Which impacts our overall health and wellness - basically our LIFE. After all do you really want to live in a space that is meh - or do you want to experience life to YOUR fullest? She shares with us tips about how to transform your brain’s perspective - no we aren’t talking blindly being positive aka toxic positivity, we are talking about switching your brain. Here is what she says:

What are the areas of your life that you want to impact?

What are your wants and wishes for that?

Then at the end of every day, ask yourself, how have I lived these out. Again it is more about the vision of how we want our lives to be - the experience.

If you are feeling like you may have something in your life that is affecting you in a way that doesn’t fill you up right now - may you know it’s a difficult conversation you have to have, a new job you want but are scared to pursue, a toxic relationship you are in, an environment that isn’t serving you must listen to today’s episode with Fabiana Peterson.

Than after listening, if you define that you need to work more on your understanding of your financial wellness - stop living in denial of where you are, understand your wealth, and stop making excuses for being to busy to understand how your money works as a tool to live your life in purpose and on purpose - schedule time for your Wealth Assessment with me.

More about Fabiana Peterson

Website

Get Her Book

So often we hear that we are supposed to have goals and dreams. I can’t tell you how many times I sit down with people and they have no idea what their goals and dreams are -- or how to define them. 

Is it because we live in a world that is constantly spinning on what those definitions should be? 

The blanket advice - fast track - magic formula - latest trending topic or hashtag. 

We struggle with defining these because sometimes we just need to slow down, sit, be still, and listen. It has been something in all honesty that I myself at times have struggled to do. Thankfully, I surround myself with people like our guest today Stephanie Walton who reminds us all to dig deep for our passion and then we can define better those goals and dream - first though we have to understand what brings us joy. True joy not superficial. 

Learning about our conditioned mindset changed Stephanie’s life. She shares with us the three ways that you can have a conditioned mindset and how that may misguide you into what your passion. 

1. Not enough.
2. Something is broken.
3. I have to do something. 

Our stories are real. Where we come from is real and if we think we leave it behind naturally without working through it, well we are sadly mistaken. It takes hard work and recognition to process, in a healthy manner, the trauma that we have all experienced. Are you sweeping the past under the living room rug, pushing the sofa on top of it, and then throwing those pretty decorative pillows to cover up the pain, hurt, abandonment, and other feelings we might carry deep?

As you go into a new year, rather than setting goals, that you might abandon, I encourage you to give this episode a listen and rather direct that energy to uncovering your passion. If you are living out your passion...how are you holding space for other people in your life to do the same? As Stephanie talks about in this episode, we don’t have to do it alone, so - put those earbuds in and give this episode a listen. 

Find out more about Stephanie’s book and purchase a copy of Succeeding with Passion via her website:

www.succeedingwithpassion.com

You can follow along with Stephanie on social media via:

Instagram

Facebook

LinkedIn

Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Stephanie Walton and Succeeding with Passion are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.  

During today’s podcast, I interviewed my friend and mindset/movement coach JC Lippold. We have only known each other for six short months yet have had space to create meaningful and connected conversations because JC decided to live in his purpose rather than what other people told him to be. 

People come into our lives for long periods of time and brief breaths - yet, we can offer so much meaning to each other through those interactions. JC created a community to do just that, it’s called 5K Everyday Conversations (you can find the links below to join). His vision was to create a space to allow people to connect while also redefining the term “I’m not a runner.” 

Have you ever said to yourself or someone else “Oh I’m not…[insert whatever it was for you]”. 

I’m sure you have. I know I used to say the same term that JC started the group for. I was NOT a runner until I was! How does it feel when we redefine the space or experiences that we have? 

Can you imagine a time you did something that you didn’t think was possible but instead it was and you proved it to yourself through execution? I know I have a long list of things I could have at one point in life said “I’m not…” AND now, now I AM! 

I encourage you to listen to today’s podcast because beyond moving into the space of believing in ourselves — JC and I dive into vibrant topics like how to create a community in conversation, normalizing mental health, what health is, how our money beliefs impact our futures, and how thriving doesn’t have to be about the past or the future but rather is looking at the focused effort to be present in our current state. 

One of my favorite parts of JC and I’s conversation is when we dive into the space of being present. 

How do you know where you are, if you aren’t present? What is it in your life that you need to be more present with? Hangout with JC more by connecting with him: 

Website: www.jclippold.com 

5K Everyday Conversations on Facebook and Instagram JC Lippold on Facebook @the_sweaty_nomad on Instagram 

Find out more about Forethought Planning: www.forethoughtplanning.com

Follow Forethought Planning on social media:

Facebook

LinkedIn

YouTube channel

Score our free Wealth Assessment tool on our website.

Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. JC Lippold are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services. 

Uncertainty is the name of the game. As Kris, and many others say, change will be the only constant that we will experience in life, so how will you embrace that?

As we reflect back on 2020, which was FULL – there are things that we could tally up that were more than just obstacles – a full-on obstacle course like the Tough Mudder, a surprise at every turn. Sure, with the flip of the calendar, it doesn’t mean everything goes away. In fact, we still are climbing up the hill and I know many of you are still feeling exhausted. 

Our guest on today’s podcast Kris Petersen, Executive Coach, Trainer, and Speaker who spent her career working in the financial industry will share why emotional intelligence is so important to that aspect of moving forward. At the beginning of the year, we hear so many terms like resolutions and goals that we should be focused on but how, how when everything feels so stuck do we move?

In order to move, we have to know where we are, we have to understand what happened before – what we will learn from and what we will continue to do, and most importantly we need to define what is important to us – what are our values and vision for what we want. Defining our values and beliefs are different than goals – they work as our compass when well stuff hits the fan. Kris and her team have a great tool to help you discover your five top values on their website I’ll link below. Once you have established your values it’s easier to define what is important and what is not – what we truly have control over. 

We don’t have control over uncertainty, however, we can plan for some of the turns in life, and for the other’s we need to arm ourselves with resilience. These two topics I discuss frequently in my Money Matters workshop. Life will change, 2020 taught us that by just ripping out the carpet and letting all the ugly and gross dust bunnies show. You do have a choice, we want to empower you toward making a choice – you can look at life and try to control it or you can understand that the uncontrollable will happen, and how to better flow with it by planning for it. 

Kris delivers countless nuggets of knowledge in the podcast to help you see through uncertainty and into a bit more clarity. A couple of take-a-ways that I had from our conversation:

1. Goals are different than dreams – well-defined goals will get you to achieve that dream. 
2. Be honest with yourself – when you set goals do you have the time, money, and support to do what you want to. If not how will you get it?
3. Get a trainer if you don’t have one. Having a difficult time understanding how to talk about money with yourself, your partner, or other influential people in your life? Talk to an advisor that is trained and willing to dig past the surface to work with you on the emotional aspects of money. 
4. Plan for uncertainty instead of trying to control it. 

This podcast is for you if you are ready to take steps into 2021 that means you are building a healthy and impactful foundation in your life and with your wealth. As a reminder, I believe wealth is interchangeable with money. Your wealth is not determined by a dollar amount rather you being able to reach the space in life where you feel grounded and are able to enjoy life the way you have dreamed of. However, to Kris’ point, dreams are not achieved without the small goals to get there! 

You can find more information about defining your values through the resources from Kris’ company think2perform: www.think2perfom.com

You can also listen to Kris’ podcast 

https://podcasts.apple.com/us/podcast/making-the-ideal-real/id1455537942

Connect with Kris on LinkedIn:

Fill in the blank: 2020 was  ____. Shannon Foreman's 2020 was filled with change, challenge, heartbreak, and joy. So when it comes to reflecting on the past year, the question for all of us is what have we learned, where are we going, what are we doing, and how are we feeling? 2021 brings a lot of promise, and today, Shannon shares that enthusiasm while reminding us to never forget our mission. What is our mission? Listen. And please, share this podcast with those that may find as much value in it as you.

Follow Shannon’s journey: https://www.forethoughtplanning.com/

Follow Forethought Planning on social media:
Facebook
LinkedIn
YouTube channel

Score our free Wealth Assessment tool on our website.

Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.