In this episode of Get Wealthy With Me, recorded live at the AICPA Personal Financial Planning Symposium in San Diego, I had the opportunity to sit down with Prudence Zhu, financial planner, author of A Couple’s Guide to Money, and founder of Enso Financial.

Our conversation dives into the evolving role of women in the finance industry and whether the profession is still male dominated today. We talk about the progress that has been made, the challenges that still exist, and what more can be done to empower women to step confidently into leadership roles in the financial world. Prudence shares her perspective on how education,

communication, and representation can help reshape the way women engage with money and financial decision-making. Beyond the industry itself, we also explore the importance of holistic financial planning, especially for women and couples navigating life transitions.

Through her work at Enso Financial, Prudence helps individuals align their financial decisions with their values, cultural backgrounds, and long term goals. From cross-cultural financial communication to building wealth with intention, this conversation highlights why understanding money is not just about numbers, it’s about creating confidence, clarity, and a future that reflects the life you truly want to build. If you’re interested in the future of women in finance, financial empowerment, and building wealth with purpose, this is a conversation you won’t want to miss. #finance #womeninbusiness #investing

📌𝐅𝐨𝐥𝐥𝐨𝐰 & 𝐂𝐨𝐧𝐧𝐞𝐜𝐭 𝐰𝐢𝐭𝐡 𝐦𝐞 👇👇:

✅Website: https://themodernsavvycpa.com/

✅Instragram: https://www.instagram.com/sherronpermashwar/

✅Facebook: https://www.facebook.com/profile.php?id=100088873519387

✅Linkedin: https://www.linkedin.com/in/sherron-permashwar-cpa-0688586/

🔔 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐏𝐓𝐈𝐎𝐍 𝐋𝐈𝐍𝐊: https://www.youtube.com/@getwealthywithmepodcast?sub_confirmation=1

🎬 𝐖𝐀𝐓𝐂𝐇 𝐎𝐔𝐑 𝐎𝐓𝐇𝐄𝐑 𝐄𝐏𝐈𝐒𝐎𝐃𝐄:

▶️ 𝐄𝐩𝐢𝐬𝐨𝐝𝐞 1_https://youtu.be/b3V0hmcRXbE

🎯𝐑𝐞𝐥𝐚𝐭𝐞𝐝 𝐊𝐞𝐲𝐰𝐨𝐫𝐝𝐬: get wealthy with me podcast,feminine energy,masculine energy,feminine energy meditation,women podcast,energy healing,personal growth,self improvement,mindfulness podcast,wellness podcast,holistic health,sherron permashwar,finance podcast,finance news,economy,investing simplified,accounting,how to invest

In this episode of Get Wealthy With Me, I sit down with Seth Streeter, co-founder of Mission Wealth and a leader in the wealth management industry, to talk about something that goes deeper than numbers , mindset. Seth has spent decades helping individuals navigate major life events, optimize their finances, and build lasting wealth. But what makes his approach unique is his belief that true success starts from within. He is passionate about helping people discover their purpose, express their unique gifts, and live with greater positive impact and joy. In our conversation, we explore how becoming your authentic self is not only powerful for personal growth, it’s also a strategic advantage in business and wealth building.

We discuss the connection between financial clarity and personal alignment, why mindset determines long-term success more than tactics, and how fulfillment and wealth are not mutually exclusive. This episode is a reminder that building wealth isn’t just about accumulating assets, it’s about becoming the person capable of sustaining them. If you’re striving to level up in life, business, or finance, this conversation will challenge you to think differently about success, purpose, and what it truly means to get ahead.

📌𝐅𝐨𝐥𝐥𝐨𝐰 & 𝐂𝐨𝐧𝐧𝐞𝐜𝐭 𝐰𝐢𝐭𝐡 𝐦𝐞 👇👇:

✅Website: https://themodernsavvycpa.com/

✅Instragram: https://www.instagram.com/sherronpermashwar/

✅Facebook: https://www.facebook.com/profile.php?id=100088873519387

✅Linkedin: https://www.linkedin.com/in/sherron-permashwar-cpa-0688586/

🔔 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐏𝐓𝐈𝐎𝐍 𝐋𝐈𝐍𝐊: https://www.youtube.com/@getwealthywithmepodcast?sub_confirmation=1

🎬 𝐖𝐀𝐓𝐂𝐇 𝐎𝐔𝐑 𝐎𝐓𝐇𝐄𝐑 𝐄𝐏𝐈𝐒𝐎𝐃𝐄:

▶️ 𝐄𝐩𝐢𝐬𝐨𝐝𝐞 1_https://youtu.be/b3V0hmcRXbE

🎯𝐑𝐞𝐥𝐚𝐭𝐞𝐝 𝐊𝐞𝐲𝐰𝐨𝐫𝐝𝐬: Manifest,The Law of Attraction,Be Invictus, the law of attraction,visualization,Affirmation,positive thinking,the law of universe,believe it achieve it,Power of the mind,the power of manifestation,manifesting your dreams,dream motivational video,Dream,sherron permashwar,motivation podcast,investing,get wealthy with me,get wealthy with me podcast

In this special episode recorded at the AICPA Personal Financial Planning Symposium in San Diego, I sit down with Carolyn Larsen-Wieber to talk about the powerful role women are playing in shaping the future of finance.

Our conversation centers around women empowerment, supporting elderly clients, and guiding women through major life transitions with confidence and clarity. We discuss how financial planning is not just about numbers, it’s about advocacy, trust, and creating long-term security during pivotal moments such as retirement, widowhood, divorce, or career changes. Carolyn shares how intentional planning, tax-aware strategies, and coordinated advisory teams help women feel supported rather than overwhelmed.

This episode highlights why representation matters in the financial industry, how women in finance are uniquely positioned to lead with empathy and strategy, and why helping other women build confidence around money is one of the most impactful forms of leadership today.

📌𝐅𝐨𝐥𝐥𝐨𝐰 & 𝐂𝐨𝐧𝐧𝐞𝐜𝐭 𝐰𝐢𝐭𝐡 𝐦𝐞 👇👇:

✅Website: https://themodernsavvycpa.com/

✅Instragram: https://www.instagram.com/sherronpermashwar/

✅Facebook: https://www.facebook.com/profile.php?id=100088873519387

✅Linkedin: https://www.linkedin.com/in/sherron-permashwar-cpa-0688586/

🔔 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐏𝐓𝐈𝐎𝐍 𝐋𝐈𝐍𝐊: https://www.youtube.com/@getwealthywithmepodcast?sub_confirmation=1

🎬 𝐖𝐀𝐓𝐂𝐇 𝐎𝐔𝐑 𝐎𝐓𝐇𝐄𝐑 𝐄𝐏𝐈𝐒𝐎𝐃𝐄: ▶️ 𝐄𝐩𝐢𝐬𝐨𝐝𝐞 1_https://youtu.be/b3V0hmcRXbE

Social media has changed the way we see wealth, and not always in healthy ways. I recently sat down with Carey Sinnett to talk about the real impact social media has on our money mindset, financial decisions, and perception of success.

In a world where highlight reels are constant and comparison is unavoidable, it’s easy to feel behind,even when you’re doing everything right. In this conversation, we unpack how curated lifestyles can quietly influence spending habits, create unrealistic expectations, and push people toward financial decisions that don’t align with their long term goals.

We also discuss why awareness and intentional financial planning matter now more than ever, especially as social platforms continue to shape how we define “success.” This episode is a reminder that real wealth isn’t about what’s posted online, it’s about clarity, alignment, and making decisions that support the life you actually want to build. If you’ve ever questioned how social media is impacting your relationship with money, this is a conversation worth listening to.

📌𝐅𝐨𝐥𝐥𝐨𝐰 & 𝐂𝐨𝐧𝐧𝐞𝐜𝐭 𝐰𝐢𝐭𝐡 𝐦𝐞 👇👇:

✅Website: https://themodernsavvycpa.com/

✅Instragram: https://www.instagram.com/sherronpermashwar/

✅Facebook: https://www.facebook.com/profile.php?id=100088873519387

✅Linkedin: https://www.linkedin.com/in/sherron-permashwar-cpa-0688586/

🔔 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐏𝐓𝐈𝐎𝐍 𝐋𝐈𝐍𝐊: https://www.youtube.com/@getwealthywithmepodcast?sub_confirmation=1

🎬 𝐖𝐀𝐓𝐂𝐇 𝐎𝐔𝐑 𝐎𝐓𝐇𝐄𝐑 𝐄𝐏𝐈𝐒𝐎𝐃𝐄: ▶️ 𝐄𝐩𝐢𝐬𝐨𝐝𝐞 1_https://youtu.be/b3V0hmcRXbE

🎯𝐑𝐞𝐥𝐚𝐭𝐞𝐝 𝐊𝐞𝐲𝐰𝐨𝐫𝐝𝐬: Self help,Self improvement,Self development,entrepreneur,success habits,purpose podcast,sherron permashwar,get wealthy with me,get wealthy with me podcast,shorts,rebrand,money mindset,financial freedom,middle class,world news,how to get wealthy,finance podcast,2026,2026 motivation,motivational speech,2026 news,2026 podcast,motivational podcast,the modern savvy cpa,high value women

Welcome back to another episode of the Get Wealthy With Me Podcast. Today, I’m joined by Rebecca Jackson, a trusted financial professional who specializes in helping tech professionals navigate some of the biggest financial moments of their lives, from IPOs and mergers to RSUs, bonuses, and complex compensation packages. Rebecca’s work is centered on turning high stakes financial events into clear, tax-smart plans that actually make sense. She has a unique ability to translate complicated tax rules into plain English and focuses on building strong money foundations that create long-term flexibility, freedom, and peace of mind. Her approach is calm, strategic, and deeply intentional—helping clients keep more of what they earn while aligning their money with the life they truly want to build. We recorded this conversation live from the AICPA Personal Financial Planning Symposium in San Diego, where I had the opportunity to sit down with incredible leaders and professionals in the finance space. In this episode, we go beyond titles and credentials to talk about Rebecca’s passion for financial planning, her perspective on tax strategy and wealth management, and why clarity matters just as much as income when it comes to building real financial independence. If you’re navigating equity compensation, working in tech, or simply looking to make smarter, more intentional money decisions, this episode is packed with insight you won’t want to miss.

____________________ 📌𝐅𝐨𝐥𝐥𝐨𝐰 & 𝐂𝐨𝐧𝐧𝐞𝐜𝐭 𝐰𝐢𝐭𝐡 𝐦𝐞 👇👇:

✅Website: https://themodernsavvycpa.com/

✅Instragram: https://www.instagram.com/sherronpermashwar/

✅Facebook: https://www.facebook.com/profile.php?id=100088873519387

✅Linkedin: https://www.linkedin.com/in/sherron-permashwar-cpa-0688586/

🔔 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐏𝐓𝐈𝐎𝐍 𝐋𝐈𝐍𝐊: https://www.youtube.com/@getwealthywithmepodcast?sub_confirmation=1

🎬 𝐖𝐀𝐓𝐂𝐇 𝐎𝐔𝐑 𝐎𝐓𝐇𝐄𝐑 𝐄𝐏𝐈𝐒𝐎𝐃𝐄: ▶️ 𝐄𝐩𝐢𝐬𝐨𝐝𝐞 1_https://youtu.be/b3V0hmcRXbE

🎯𝐑𝐞𝐥𝐚𝐭𝐞𝐝 𝐊𝐞𝐲𝐰𝐨𝐫𝐝𝐬: #shorts #selfimprovement #financialadvice #personalfinance #investing #rebranding #motivation #Selfhelp #Selfimprovement #podcast #sherronpermashwar sherron permashwar, get wealthy with me, podcast. motivation podcast, motivational podcast, Self development, entrepreneur, success habits, purpose podcast

In this episode, I sit down with Niketa Williams for a powerful and necessary conversation about workplace adversity, diversity, and the responsibility we carry in shaping healthier environments for the next generation of women. While our discussion is rooted in finance and professional growth, it goes far beyond numbers, touching on race, inclusion, leadership, and the realities many women face when navigating corporate and professional spaces. Niketa shares insight on what it means to be different in the workplace and why embracing those differences is essential to progress, innovation, and equity. We talk about the challenges that come with standing out, the importance of communication across perspectives, and how leadership must evolve to create environments where women don’t just survive, but thrive. This conversation is about growth, accountability, and unity. It’s a reminder that real change happens when we’re willing to listen, learn, and build together. If we want a stronger future for women in finance and beyond, the work starts now, with honest conversations and intentional action.

📌𝐅𝐨𝐥𝐥𝐨𝐰 & 𝐂𝐨𝐧𝐧𝐞𝐜𝐭 𝐰𝐢𝐭𝐡 𝐦𝐞 👇👇:

✅Website: https://themodernsavvycpa.com/

✅Instragram: https://www.instagram.com/sherronpermashwar/

✅Facebook: https://www.facebook.com/profile.php?id=100088873519387

✅Linkedin: https://www.linkedin.com/in/sherron-permashwar-cpa-0688586/

🔔 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐏𝐓𝐈𝐎𝐍 𝐋𝐈𝐍𝐊: https://www.youtube.com/@getwealthywithmepodcast?sub_confirmation=1

🎬 𝐖𝐀𝐓𝐂𝐇 𝐎𝐔𝐑 𝐎𝐓𝐇𝐄𝐑 𝐄𝐏𝐈𝐒𝐎𝐃𝐄:

▶️ 𝐄𝐩𝐢𝐬𝐨𝐝𝐞 1_https://youtu.be/b3V0hmcRXbE

🎯𝐑𝐞𝐥𝐚𝐭𝐞𝐝 𝐊𝐞𝐲𝐰𝐨𝐫𝐝𝐬: blessing or lesson, life lessons quotes, motivational speech, blessing in disguise, turning pain into power, failure to success, mindset motivation, powerful quotes, motivational video 2025, growth mindset, overcoming setbacks, blessing vs lesson, inspirational quotes, turning struggles into strength, success mindset, lessons from failure, sherron permashwar, ger wealthy with me podcast, podcast #shorts #health #BlessingOrLesson #LifeLessons #GrowthMindset #MotivationDaily #FailureToSuccess #BlessingsInDisguise #Inspiration2025 #MindsetShift #StrugglesToStrength #WisdomQuotes #SuccessMindset #MotivationalShorts #LifeMotivation #OvercomingFailure #RiseStronger

In this episode, I sit down with Rachael Gibson at the AICPA Conference in Nashville for an honest and timely conversation about financial education, responsibility, and the importance of learning money skills early. We talk about how many of us were never properly taught how to manage money growing up, and how that gap in education continues to impact individuals, families, and entire generations. Our conversation focuses not only on teaching kids about money from a young age, but also on the reality that many adults are still learning as they go. Rachael shares thoughtful insight on how awareness, education, and open conversations can help break long-standing financial cycles. This episode is about progress over perfection, learning together, teaching intentionally, and creating a healthier financial future for ourselves and the next generation.

📌𝐅𝐨𝐥𝐥𝐨𝐰 & 𝐂𝐨𝐧𝐧𝐞𝐜𝐭 𝐰𝐢𝐭𝐡 𝐦𝐞 👇👇:

✅Website: https://themodernsavvycpa.com/

✅Instragram: https://www.instagram.com/sherronpermashwar/

✅Facebook: https://www.facebook.com/profile.php?id=100088873519387

✅Linkedin: https://www.linkedin.com/in/sherron-permashwar-cpa-0688586/

🔔 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐏𝐓𝐈𝐎𝐍 𝐋𝐈𝐍𝐊: https://www.youtube.com/@getwealthywithmepodcast?sub_confirmation=1

🎬 𝐖𝐀𝐓𝐂𝐇 𝐎𝐔𝐑 𝐎𝐓𝐇𝐄𝐑 𝐄𝐏𝐈𝐒𝐎𝐃𝐄:

▶️ 𝐄𝐩𝐢𝐬𝐨𝐝𝐞 1_https://youtu.be/b3V0hmcRXbE

🎯𝐑𝐞𝐥𝐚𝐭𝐞𝐝 𝐊𝐞𝐲𝐰𝐨𝐫𝐝𝐬: blessing or lesson, life lessons quotes, motivational speech, blessing in disguise, turning pain into power, failure to success, mindset motivation, powerful quotes, motivational video 2025, growth mindset, overcoming setbacks, blessing vs lesson, inspirational quotes, turning struggles into strength, success mindset, lessons from failure, sherron permashwar, ger wealthy with me podcast, podcast #shorts #health #BlessingOrLesson #LifeLessons #GrowthMindset #MotivationDaily #FailureToSuccess #BlessingsInDisguise #Inspiration2025 #MindsetShift #StrugglesToStrength #WisdomQuotes #SuccessMindset #MotivationalShorts #LifeMotivation #OvercomingFailure #RiseStronger

In this episode, I sit down with Jody Holt at the AICPA Conference in Nashville to talk about the importance of understanding your personal finances, and why this conversation needs to be front and center. Too often, money education is framed as something only the younger generation needs, but the truth is that financial literacy impacts every stage of life. From budgeting and saving to investing and planning, knowing your own numbers is foundational to long-term stability and confidence. We discuss why personal finance isn’t just about wealth, it’s about clarity, control, and peace of mind. Jody shares insight from her experience in the accounting profession, highlighting why avoiding your finances creates stress, while understanding them creates opportunity. This conversation is a reminder that it’s never too early, or too late, to take ownership of your financial life and make informed decisions that support your future. _______________________

📌𝐅𝐨𝐥𝐥𝐨𝐰 & 𝐂𝐨𝐧𝐧𝐞𝐜𝐭 𝐰𝐢𝐭𝐡 𝐦𝐞 👇👇:

✅Website: https://themodernsavvycpa.com/

✅Instragram: https://www.instagram.com/sherronpermashwar/

✅Facebook: https://www.facebook.com/profile.php?id=100088873519387

✅Linkedin: https://www.linkedin.com/in/sherron-permashwar-cpa-0688586/

🔔 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐏𝐓𝐈𝐎𝐍 𝐋𝐈𝐍𝐊: https://www.youtube.com/@getwealthywithmepodcast?sub_confirmation=1

🎬 𝐖𝐀𝐓𝐂𝐇 𝐎𝐔𝐑 𝐎𝐓𝐇𝐄𝐑 𝐄𝐏𝐈𝐒𝐎𝐃𝐄:

▶️ 𝐄𝐩𝐢𝐬𝐨𝐝𝐞 1_https://youtu.be/b3V0hmcRXbE

🎯𝐑𝐞𝐥𝐚𝐭𝐞𝐝 𝐊𝐞𝐲𝐰𝐨𝐫𝐝𝐬: financial literacy, personal finance, money mindset, financial freedom, money management, budgeting tips, investing basics, wealth building, how to manage money, understanding money, accountant explains, CPA advice, financial expert advice, finance education, money habits, money stress, financial anxiety, living paycheck to paycheck, middle class struggle, bad money habits, money mistakes, Gen Z money, millennial finances, young professionals money, money lessons school never taught, truth about money, money taboo, hard truths about money, what they don’t tell you about money, how money affects mental health, why financial literacy matters, how to build healthy money habits, real talk about finances, sherron permashwar, get wealthy with me, podcast. motivation podcast, motivational podcast, Self development, entrepreneur, success habits, purpose podcast #finance #financialfreedom #financepodcast #investing #stocks #accounting #wealthbuilding #shorts #selfimprovement #financialadvice #rebranding #motivation #Selfhelp #Selfimprovement #podcast #sherronpermashwar

In today’s episode, I sit down with Bee Nance, a licensed Certified Public Accountant (CPA) with over 15 years of experience in accounting, budgeting, and financial management, for a conversation that gets to the root of why so many people feel financially stuck. Bee brings a powerful perspective shaped by her work in non-profit accounting, where she provides financial oversight to multi-million-dollar organizations, as well as her role as an Accounting Professor, accounting translator, and published author. Bee is also the founder of The Rising Sunny, a social enterprise focused on financial empowerment, and the author of Sunny Gets Money. Together, we unpack the real challenges facing the middle class, how money stress quietly impacts mental health, and the mindset blocks that keep people working hard without feeling free. This episode isn’t just about numbers—it’s about understanding money as a system, a skill, and a source of peace rather than anxiety. If you’ve ever felt overwhelmed by finances, trapped in survival mode, or unsure why making more money hasn’t brought more freedom, this conversation will help you see what’s really holding you back, and how awareness is the first step toward financial freedom.

__________________________

📌𝐅𝐨𝐥𝐥𝐨𝐰 & 𝐂𝐨𝐧𝐧𝐞𝐜𝐭 𝐰𝐢𝐭𝐡 𝐦𝐞 👇👇:

✅Website: https://themodernsavvycpa.com/

✅Instragram: https://www.instagram.com/sherronpermashwar/

✅Facebook: https://www.facebook.com/profile.php?id=100088873519387

✅Linkedin: https://www.linkedin.com/in/sherron-permashwar-cpa-0688586/

🔔 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐏𝐓𝐈𝐎𝐍 𝐋𝐈𝐍𝐊: https://www.youtube.com/@getwealthywithmepodcast?sub_confirmation=1

🎬 𝐖𝐀𝐓𝐂𝐇 𝐎𝐔𝐑 𝐎𝐓𝐇𝐄𝐑 𝐄𝐏𝐈𝐒𝐎𝐃𝐄:

▶️ 𝐄𝐩𝐢𝐬𝐨𝐝𝐞 1_https://youtu.be/b3V0hmcRXbE

🎯𝐑𝐞𝐥𝐚𝐭𝐞𝐝 𝐊𝐞𝐲𝐰𝐨𝐫𝐝𝐬: #shorts #selfimprovement #financialadvice #rebranding #motivation #Selfhelp #Selfimprovement #podcast #sherronpermashwar sherron permashwar, get wealthy with me, podcast. motivation podcast, motivational podcast, Self development, entrepreneur, success habits, purpose podcast

In this episode, I sit down with Jeannine K. Brown at the AICPA Conference in Nashville for a raw and necessary conversation about the brutal truth behind workplace culture. Jeannine is an Executive Coach, international speaker, author of Unstuck and Unstoppable, and a powerful advocate for inclusive leadership and high-performing teams. Together, we break down what’s really happening inside today’s workplace environments, from poor communication and unspoken expectations to emotional well-being, leadership gaps, and the cultural dynamics that either empower people or quietly push them out. Jeannine shares deep insight into how organizations can unlock their full potential by addressing diversity, equity, inclusion, and human-centered leadership, not as buzzwords, but as real drivers of performance and trust. This conversation is for leaders, professionals, and anyone navigating modern work culture who wants to understand how communication, emotional intelligence, and inclusive leadership shape not just careers, but entire organizations. If you’ve ever felt stuck, unheard, or underestimated at work, this episode will give you language, clarity, and a path forward.

📌𝐅𝐨𝐥𝐥𝐨𝐰 & 𝐂𝐨𝐧𝐧𝐞𝐜𝐭 𝐰𝐢𝐭𝐡 𝐦𝐞 👇👇:

✅Website: https://themodernsavvycpa.com/

✅Instragram: https://www.instagram.com/sherronpermashwar/

✅Facebook: https://www.facebook.com/profile.php?id=100088873519387

✅Linkedin: https://www.linkedin.com/in/sherron-permashwar-cpa-0688586/

🔔 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐏𝐓𝐈𝐎𝐍 𝐋𝐈𝐍𝐊: https://www.youtube.com/@getwealthywithmepodcast?sub_confirmation=1

🎬 𝐖𝐀𝐓𝐂𝐇 𝐎𝐔𝐑 𝐎𝐓𝐇𝐄𝐑 𝐄𝐏𝐈𝐒𝐎𝐃𝐄:

▶️ 𝐄𝐩𝐢𝐬𝐨𝐝𝐞 1_https://youtu.be/b3V0hmcRXbE

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