Connect with the Investor Mama Tribe

Lori Atwood, CFP® is the founder of Fearless Finance, whose mission it is to bring money happiness to absolutely everyone. Lori founded Fearless Finance to provide fiduciary, hourly, virtual financial planning advice to people who felt expert financial advice was out of reach. No sales, no commissions, no minimums and no judgment. Lori started Atwood Financial Planning, LLC in 2016, and she has worked in finance for almost 25 years.he firm now operates under the brand Fearless Finance.

Key Takeaways:

Connect with the Investor Mama Tribe

Abbe F. Large, CLU®, CLTC, is a Managing Director at Lenox Advisors, a national wealth management and insurance advisory firm and a subsidiary of NFP, an Aon company. With more than 30 years of experience, she specializes in comprehensive financial planning, estate strategies, asset management, and corporate benefits design. Shaped by personal experience, Abbe brings an empathetic, relationship-driven approach to her work. She is a passionate advocate for financial literacy, particularly for women and families, and has been recognized by Forbes as a Top Financial Security Professional from 2022–2025.

Key Takeaways:

The “RUAH” Method – The 3 non-negotiables that created her close-knit, financially savvy family (Respect, Understanding, Appreciation)

The Vacation Budget Hack – Why she handed her teenagers the family vacation budget and how it changed everything

Never Pay Kids for Grades – The psychology behind why this backfires (and what to do instead)

The Allowance Formula – How to teach saving, investing, spending, AND giving (not tied to chores!)

The Phone Rule That Actually Works – Her no-nonsense approach to technology that doesn’t make you the “mean mom”

The Bill-Paying Ritual – Why she makes her kids watch her pay bills (genius!)

Connect with the Investor Mama Tribe

Connect with the Investor Mama Tribe

Lynne Samone Mazin is a luxury Real Estate Advisor with a distinguished background that includes a JD and an MBA from Cornell University. Lynne Samone specializes in luxury real estate, with a focus on New York City and the Hamptons.

Lynne Samone’s expertise goes beyond traditional real estate. She enjoys an understanding of investment opportunities and has honed her negotiation skills to ensure her clients achieve success. Her reputation as a seasoned deal maker stems from her unique network of leaders in the real estate industry and her deep understanding of asset valuation, industry trends, economic conditions, and the regulatory environment. Lynne’s passionate dedication to her clients, combined with her in-depth market knowledge, empowers clients to achieve exceptional results.

Beyond her real estate career, Lynne Samone is committed to creating a positive social impact. She actively supports organizations that uplift the greater New York City community, including Robin Hood, Lenox Hill Neighborhood House, Ghetto Film School, and Moving Mountains Theater Company.

Connect with the Investor Mama Tribe

Sharri successfully litigated contentious custody and child support cases, as well as cases involving complex property and alimony issues. When settlement was possible, she helped clients amicably resolve their dispute out of court. But even when there was a “win”, no one really won. More often than not, the legal system could not address divorce & post divorce conflicts, leaving clients feeling more frustrated, hopeless and alone. And that is where her entrepreneurial journey as a divorce and relationship coach was born.

Combining 30+ years of legal wisdom with strategy, nervous system regulation, mindset coaching, and subconscious trauma healing and energetics, Sharri empowers women to embrace the opportunity that the divorce experience delivers for growth and transformation.She guides and supports women in envisioning, and ultimately creating, a future filled with limitless possibility and freedom.

Episode #184: Redefining Prosperity -The Three Pillars and Tools Every Woman Needs to Build True Wealth and Freedom with Ruchi Pinniger, Founder/CEO of Watch Her Prosper®

Connect with the Investor Mama Tribe

Ruchi, like Gucci) created Watch Her Prosper more than a decade ago after a highly successful career as an executive on Wall Street. Her passion for helping other high achieving women get confident and comfortable with their numbers combined with her innate belief that prosperity encompasses so much more than money has created a unique and much needed space in the marketplace for Watch Her Prosper. Watch Her Prosper is a woman founded and run business that cares about meeting women where they are while helping them succeed. Ruchi continues to thoughtfully change the businesses and lives of women like you!

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Lisa L. Levy, Founder & CEO of Lcubed Consulting, is the go-to expert for founders who want to escape day-to-day operations without their companies falling apart. She helps $15M+ founders transform from reactive firefighters into strategic leaders by building self-reliant executive teams.

She builds founders out of the equation by design—not by accident.

Author of the #1 best-selling book Future Proofing Cubed, Lisa’s proprietary Adaptive Transformation Framework boosts productivity by 40% while reducing operational bottlenecks by 65%.

While most consultants trap clients in endless dependency cycles, Lisa’s battle-tested Adaptive Transformation approach delivers actual freedom. Lisa is on a mission to transfer her expertise directly to leadership teams, creating businesses that thrive without founders’ constant involvement.

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Before stepping into the world of real estate, Gina Shumway built a career as a nurse practitioner—an experience that sharpened her ability to listen, lead, and thrive under pressure. Today, she brings that same focus and heart to her work as the founder of a thriving investment business and as the owner of T&G Homes. She’s also recognized as a Top 300 Real Producer.

Gina’s real estate expertise spans investments from single family to large multifamily, land development, and new construction. As an active investor herself, she brings real-world knowledge and proven strategies to help everyone from first-time buyers to seasoned investors succeed.

Known for her hands-on approach and deep market insight, Gina is passionate about helping clients build wealth through real estate. Whether she’s guiding someone through their first property purchase or leading a complex development deal, she’s a trusted advisor who knows how to deliver results.

Gina is gregarious, driven, and thrives on a challenge. She resides in Chattanooga, Tennessee with her husband, four children, and two dogs. She loves working out, hiking, playing games, and cheering for her kids at sporting events. She is an avid reader, sings when no one is listening, and believes jamming out to music in the car is good for the soul.

Connect with the Investor Mama Tribe

Kellie is in co-command of the Revoir Real Estate Group, a top team that serves the Springfield, Missouri region and its surrounding communities. With a team of buyer & seller agents, an operations manager, a leads manager and a marketing manager, Kellie and her mother, Linda, operate as a one-stop-shop serving the real estate needs of aspiring buyers and sellers. Last year, over 50% of their business was generated by repeat and referral clientele—a proven testament to their staying power as agents. They were also the number 1 team in her brokerage company and in the top 1% of all of the Realtors in her local Board of Realtors, a position they’ve held since 2014. For her part, Kellie cites passion, diligence, and attention to detail as some of the prime markers of her success thus far.

Episode #96: Doing it All with Kids and Instagram Mom vs. Reality Mom with Mindy Jensen from Bigger Pockets