Helen is the founder and chief storyteller at Helen Jonsen Media, offering media coaching and impact communications. She is on a mission to help the world be a better place. As a professional communicator, she has had a kaleidoscope career in media with decades of experience as a journalist, media coach, speaker, voice-over talent, writer, media relations pro, and strategist. Helen brings this depth of knowledge to leaders and organizations advocating for good.

Helen shared that from a young age she knew she wanted to be a journalist. She was a storyteller, who loved telling as well as listening to stories. She remembers growing up and being surrounded by news, whether it was the radio station her mom listened to, the newspaper her parents read cover-to-cover, or the six o'clock news with Walter Cronkite they watched together before dinner.

Helen witnessed the seismic shifts that took place in the media landscape, from the clacking of typewriters to the click of digital media. She navigated these shifts by persistently learning about the new evolving technologies, and adapting as necessary to the changes. Today, she coaches individuals and organizations  to become stronger speakers, presenters, interviewees and advocates, and to to use media to amplify their message.

“I think what I enjoy most is the combination of talking, teaching, putting the words together, but also strengthening the position of other people, amplifying what they do and showing their missions so that we're building something good together.  I like to sit in a room and hear about someone's backstory or about a mission and what it drives, and then I want to hear the stories that make that work, because it's the stories, the authentic, real stories, that resonate with other people.” - Helen Jonsen

Some takeaways:

- Always be learning. Helen was a journalist. She and her husband, a television cameraman, ran a video production business for corporations, nonprofits, and international news organizations who needed news coverage in America. As the media business changed with the growth of the internet, Helen knew that she had to keep learning whatever technology was around her. She needed to be aware of how the equipment the business used was changing, and what the changes meant to her and her husband, their business, and their clients.

- When your industry is changing, consider other things you could do professionally with your skills. Helen lived through the big layoffs that took place in digital media, which led her to consider using all her skills toward mission-driven work. As a result, she used her skills of writing, curiosity, willingness to learn and relationship building  as well as her strategic and executive skills to work in the public sector providing communication.

- Know that the language you use can empower or disempower you. Helen works with clients and their stakeholders on basic communication skills, from how they answer the phone, to how they represent themselves in networking situations, to how they introduce colleagues and how they introduce themselves. All these interactions have an impact on how others perceive you, as well as on how you perceive yourself and your connection to the organization’s mission.

About the guest: 

Helen Jonsen is the founder and chief storyteller at Helen Jonsen Media – offering media coaching and impact communications to organizations, leaders, and advocates on a mission to do good. 

Her kaleidoscope career includes being head of public affairs communication for the NYC Economic Development Corp. and the Westchester County District Attorney. As a journalist, she held editorial roles at local, national, and international television networks and major publishers including Forbes and Bonnier. Helen has been published in many outlets and authored or contributed to several books. She is a public speaker on topics revolving around advocacy, communication skills, and life’s challenges. 

Helen is a mom of four grown children, an American with an Aussie connection, a New Yorker, and a Hudson Valley resident.

Website: helenjonsen.com

Linkedin: https://www.linkedin.com/in/helenjonsen

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

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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.

Ruchi Pinniger is the founder of Watch Her Prosper™, an organization dedicated to providing the financial mentorship, support and services that women-led service-based business owners need to succeed today. Sometimes called a “financial therapist” by her clients, Ruchi is committed to helping women business owners create prosperity on all levels — so that the passion and purpose they carry on the inside matches their bank account on the outside.
 

Ruchi shares her personal story of growing up with a single mother, the lessons she learned about money and happiness, and how her own experiences have shaped the holistic approach she now brings to her clients. She discusses her passion to aid women in understanding their financial numbers and become more successful and prosperous. 

Ruchi knows the role that spirituality and mindset played in helping her to achieve professional success and prosperity, and highlights the need for each one of us to listen to our own intuition and overcome fear as we navigate life's inevitable transitions. 

"This gift was a gift from the universe, allowing me to step back, allowing me not to be in the day to day grind and to really listen to the messages coming to me. And that was for me the biggest transformation, because when I started to listen to those messages and those gifts coming, I started to hear all these amazing, creative, talented women that talked about how they started businesses and now feel really overwhelmed by the numbers. They love what they do. They're passionate about it. They're great at it, but they have no idea about the numbers. They ignore them." - Ruchi Pinniger

Key takeaways: 

- Notice the times when you are the most excited and happy. Ruchi, with the urging of her family, followed her mother into the finance industry. She worked first for an accounting firm, and then on Wall Street for 15 years. Yet she noticed that the moments that she was most excited and happy were when she was doing something with others, either as a mentee or mentor, or within the women’s network

- Listen to the messages coming to you. Ruchi noted the importance of working with a coach who encouraged her to step back, to not be in the day-to day grind and instead to really listen to the messages coming to her. As a result, she began to meet amazing, creative, talented women who started businesses, but were overwhelmed by the numbers and could use her help.

- Recognize when fear is holding you back. Ruchi was able to take a sabbatical from her corporate job on Wall Street, during which time she tried cake decorating, floral decorating, and volunteered for a non-profit. She enjoyed them all, yet, after the sabbatical ended, she found herself back in her corporate position! She recognizes now how the underlying fear of change, of not knowing, held her back. 

- If you try something different and it doesn't work, just keep trusting. And, it’s never too late for a change. Ruchi decided to transition to a position in human resources, thinking that it would satisfy her desire to help people. Instead, it was a terrible experience; she was miserable. Ruchi is now living her mission, providing financial mentorship to women business owners, although she didn’t start this business until she was already in her 40’s. 

About the guest:

Ruchi Pinniger is the Founder/CEO of Watch Her Prosper®, a sought-after small business financial guide and mentor, and author of the small business finance advice column Ask Ruchi. After close to 20 years in the corporate world, primarily on Wall Street, she was called to work with women to ensure they live their most prosperous lives. 

Ruchi and her team at Watch Her Prosper take a holistic approach to working with their clients, providing financial guidance/business advisory, bookkeeping, and tax-time readiness, all with a twist of spirituality and mindset. 

Her work has served hundreds of women and has been featured in Millie Magazine, Best Self Magazine, Seema Magazine, BBC.com and on SiriusXM Karen Hunter Show. She is based in New York City and lives with her husband and incredible teenage son. 

Website: watchherprosper.com

Instagram: https://www.instagram.com/watchherprosper/

Free Resource: Journey to Prosperity workbook

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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.

Kristin Tomlinson is a Clinical Nutritionist, Holistic Coach and Certified Big Leap Coach. Kristin's mission is to help you envision a healthier, authentic life by achieving your wellness goals; embrace transformation through nutrition and conscious choices, and address challenges and prioritizing self-care for holistic well-being.

Kristin shared her personal journey from yoga teacher to wellness coach, discussing how she faced uncomfortable truths about her sexuality and how she was guided by an internal unrest to find tools and practices to understand herself and make significant life changes. From yoga to nutrition, Kristen emphasizes the tie between emotional wellness and physical wellbeing. 

Our discussion also features insights into her financial journey and how she overcame limited resources in her youth and managed financial obstacles during her divorce and the growth of her business. Kristen shares her perspective on money, revealing how she eventually started to see it as an 'energy exchange', interconnected with the idea of abundance and wellness. Finally, she elaborates on her current roles as a wellness coach and Big Leap coach, helping clients overcome obstacles and achieve their goals.

“I tend to resonate with menopausal and postmenopausal women because it is a very juicy time of life. Weight gain is usually what brings them to the door, but it's all of the other aspects of wellness and well-being that actually gets them to walk through the door, and that is managing stress, that is managing stories that we're telling ourselves, old stories, old personas that are fixed in place. So I'm now able to look at it from lots of different perspectives to help women figure out just who they want to be and where they want to go.” - Kristin Tomlinson

Key takeaways: 

- When you begin to follow the stirrings of your heart, the universe will support you. Kristin felt an unrest and a stirring after the birth of her daughter; she felt like she was numb, just going through the motions. She found yoga and began to do some self-exploration, and realized that she had hidden from herself her whole life that she was gay. Once she embraced that fact, the universe, according to Kristin, “just laid out the whole plan” before her. 

- When going through a big life transition, find a space, created by a community or a teacher, where you feel safe to explore. Kristin described finding yoga, a practice that helped her learn to self-regulate, and finding a gifted teacher and community to help her express what she was feeling, rather than pushing away emotions of sadness, anger and confusion.

- One thing always leads to the next, so just start where you are. Kristin studied and became a yoga teacher, teaching about eight classes a week at one point. She then began a wellness journey, which led her to massage school, which she loved, but didn’t feel quite right for her. That started her on the journey of nutrition and coaching, which led to her clinical nutrition certification, as she realized that food so often intersects with emotions and stress. Kristin recently became a Big Leap coach, incorporating new practices to help herself as well as others.

About the guest: 

Kristin Tomlinson is a Clinical Nutritionist, Holistic Coach and Certified Big Leap Coach specializing in helping women transform their life and health through menopause and beyond. She has a 500-hour Clinical Nutrition certification and trained in a variety of holistic and integral coaching styles, most recently as a Certified Big Leap Coach through the Hendricks Foundation. She is a practitioner for Dr. Wendy Warner, an acknowledged expert in Integrative Functional Medicine. She’s been practicing and teaching yoga for over two decades and is a wife, mom, and lifelong learner.  

Website: https://www.coachkristin9.com/

Linkedin: https://www.linkedin.com/in/kristin-tomlinson-76881142/

Instagram: www.instagram.com/coachkristin9

Email address: coach [email protected]

Free Resource: How to Compose a Healthy Meal

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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.

Katie Santoro founded River City Virtual Assistants in 2020 at the beginning of the global pandemic and at the end of a very long period of burnout. 

When the weight of the world feels like it's resting on your shoulders, sometimes the bravest thing you can do is set it down. That's exactly what Katie Santoro, founder of River City Virtual Assistants, teaches us through her own story of overcoming burnout and reshaping her life's priorities. 

Our discussion revolves around Katie's experiences navigating career paths, establishing boundaries at work, addressing burnout, and crafting a balanced life. Katie's entrepreneurial journey has led her to create a flexible, supportive work environment for her team and forge a path towards a world free from the stresses of burnout

“Our mission has evolved from keeping women in the workforce to crafting world free of burnout. So we help our team members do that by allowing them to balance their caretaking and work responsibilities, and then we help our clients do the same. So entrepreneurs, solo entrepreneurs they're trying to do it all. And we believe you shouldn't have to do it all and you don't have to do it all. So we help them craft a world free of burnout by matching with one of our assistants who has the skills that they need to help them take some things off their plate.” - Katie Santoro

Key takeaways: 

- Before going on to graduate school, see if you will actually enjoy working in the profession you’re choosing to study. Katie had assumed that she would attend graduate school in order to improve her earnings power, and started “playing” with the idea of attending law school. She decided to work at a law firm and is so glad she did because, six months later, she realized that the culture was not for her. She figures she saved herself hundreds of thousands of dollars of tuition costs!

- Notice when you’re choosing the burnout. Katie described experiencing classic symptoms of burnout: gaining weight, skin breaking out, being exhausted but not sleeping. Upon further exploration, it became clear that that burnout wasn’t simply from working in an unfulfilling job. Instead, it came from having too much on her plate as she tried to find alignment by opening and managing a yoga studio while keeping her full time job! She had bought into the cultural message that she had to do it all!

- Take an inventory of your skills when considering a career pivot. Running a yoga studio was no longer enjoyable for Katie, to say the least, when the pandemic hit in 2020. So, Katie took an inventory of her skills. She had worked as a paralegal for a number of years. She had litigation experience, as well as a number of  licenses and certifications on the insurance side. She put the word out that she was available to freelance, and what became River City Virtual Assistants snowballed from there!

About the Guest: 

Katie Santoro is a burnout survivor on a mission to help others avoid the same by offering virtual assistance to business owners and busy professionals, while simultaneously creating employment for individuals who need flexibility in their work style in order to care for their families. In 2019, after a long period of burnout, Katie left her corporate job in the insurance industry to run her first business, a yoga studio. Next, came River City Virtual Assistants where she combined her years of experience in the legal and insurance industry, blended it with her experience running a small business, and began assisting clients as a freelancer. 

Now, she and her team of trained virtual assistants assist clients in a wide array of industries with everything from basic admin tasks to content management and website building. River City Virtual Assistants is dedicated to providing reliable, consistent, and intelligent assistance to clients and is committed to providing meaningful employment to parents and caretakers within the USA.

Website: https://rivercity-va.com/

Linkedin: https://www.linkedin.com/in/katiesantoro/

Instagram: https://www.instagram.com/rivercity_va/

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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.

Julia Babij is a self-described Career Purpose Path Finder and a Soft Skills Super Trainer. Julia believes that everyone has talent and no one is truly lost in their career. She provides guidance and inspiration to facilitate change, by using tools including resume and LinkedIn profile writing, interview preparation and good old fashioned LISTENING!

Julia shared her personal narrative, detailing her evolution from a blue-collar upbringing, to studying psychology and becoming a counselor, then transitioning to corporate trainer  and on to her current role, as a career coach. 

The personal skills that inform her work are empathy, active listening, and a love of helping people become their best selves. Julia has been a leader, a manager, a mentor and a team builder,  and in each role her theme has been to help people see the strengths that they themselves are unable to see.

"I have a job to do when I'm working with people and it's: Do you feel safe enough to be open and share, and do you feel safe enough to say out loud what you want? Because I want to hear you say what you want. And at a certain point in my career, I realized that I had affected people over the course of time that I was like: I would like to do this on my own."- Julia Babij

Key takeaways: 

- Before you make a large financial commitment, make sure it’s something you truly want to be doing. Julia was considering studying for her Masters in Counseling. Before she made the financial commitment towards her graduate education, she worked for 3 years with a non-profit that provided mental health counseling. She wanted to be certain that it was in a field that she was going to solidly choose as a long term career.

- Recognize how the skills you’ve developed in previous roles are applicable to your next position.  According to Julia, active listening was a big part of her skill set as a counselor. She had to listen for tone of voice. She had to listen for what clients were asking - and what they weren’t asking! She had to explain a concept one way for one client , and then another way for a different client. Those principles, those soft skills, were transferable as she took on the new role of corporate trainer, and then to her current role as career coach. 

- Your gut knows. Julia shared that one of her life goals is to follow her gut more. She described enjoying her years in a corporate training role, and then knowing in her gut that it was time to leave and go back to the nonprofit world, with good grace, pride, and the knowledge that she had contributed all that she could contribute. Julia listened to her gut again when, several years later, she left her leadership training role to start her own practice as a career coach and consultant. 

About the guest: 

A mentor. A soft skills trainer. A leader. A take-it-on, roll-up-your-sleeves and build-it-from-the-ground-up innovator. Julia been all of these and more in her career under the guidance of amazing mentors. Now it's her turn to find solutions and help YOU feel empowered to choose your career path. She believes everyone has talent and no one is truly lost in their career; perhaps they just need a little guidance and inspiration to see what they cannot see. That's where Julia the Purpose Geek comes in!

Website: https://www.yourpurposegeek.com

Linkedin: https://www.linkedin.com/in/purposegeek

Email address: [email protected]

YouTube channel: https://www.youtube.com/@coacheswellbeingkitchen

Schedule a free "get to know you" meeting: https://calendly.com/yourpurposegeek/30min

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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.

Claire Brown Kohler is a transformative business coach and leadership trainer, who enjoys working with her clients to set goals, determine priorities and plan strategies. She brings 30+ years of executive level corporate business experience to her work, including growing her previous company to millions of dollars of sales, and managing hundreds of staff and volunteers. Claire empowers her clients to scale up with more direction and greater joy!

Claire shared that she grew up as the oldest of three sisters, with a  father who had high expectations of her. He instilled a positive "operating system" within her, a "yesness" to life, which she retains to this day. 

Claire graduated from college as an anthropology major. To her father's dismay, her first job was selling popcorn in a movie theater! She eventually ended up owning the movie theater and, together with her partner, expanding the company over several decades into catalog and online sales, retail stores, film festivals and film distribution. Claire's father was an early investor in the company and, as you might imagine, was quite proud of what she accomplished!

After selling the company to a strategic partner for millions of dollars in 2014, Claire found herself drawn to business coaching. As she describes it, she's never been more excited about what she's doing: working with business owners as their strategic partner, their thinking partner, their accountability coach and their cheerleader so they can build stronger organizations.

"I can honestly say all my clients are making more money. I can honestly say that the people that I coach in leadership improve their leadership skills and, and I'm passionate about helping people become better leaders,  which starts with you. The hardest person to lead is yourself. So I really believe that you have to start looking at, whether you're leading yourself or you're leading a team of people, you really need to look at who you're being in life." Claire Brown Kohler

Key takeaways: 

- Know the value of strategic relationships. One of Claire’s core principles is intentional relationships. She shared that she was introduced to the man who would later become her business partner by an usher at a movie theater, who recognized her after she saw the film Harold and Maude twice! This introduction led to a 33 year relationship that culminated in the successful sale of the company to a strategic partner. 

- Recognize the power of working as a team. Claire still has tremendous admiration for the team she worked with for 33 years, noting it was devoid of politics, supportive and collaborative. Quoting the Entrepreneurial Operating System (“EOS”),  Claire shared that she, as the Chief Operating Officer, was the integrator while the CEO was the visionary. In other words, everyone on a team has a unique role to play in the organization. 

- Anticipate the future. Claire’s previous business evolved from a repertory cinema company to catalog and online sales, retail stores, film festivals and film distribution. The industry underwent a tremendous amount of technological change during this time. In her current coaching practice, Claire considers strategic planning to be a critical aspect of running a business and encourages her clients to stay current on shifts in their industry and to  “begin with the end in mind.” 

- We bring about what we visualize. Claire worked with a law of attraction coach in 2013 and attributes the successful sale of her former business in 2014 to her belief that abundance was possible. Coupled, of course, with the hard work that she and the CEO put in to make the sale happen. Claire shared the story of how she has helped clients achieve their visions. 

About the guest: 

Claire Brown Kohler is a Business Coach, Public Speaker, and Leadership Trainer. As the owner of We Empower Leaders, she focuses on guiding leaders and business owners to address themselves and their teams with empathy, insight, passion, and an inspired vision for the future.  With over 30 years of executive-level corporate leadership and business experience, she inspires people to achieve more, earn more, and produce more – with intentionality. Her clients are business owners looking to take their business to the next level or struggling with challenges and changes. Her leadership training focuses on the importance of Personal Development, Emotional Intelligence, and Strategic Goal Setting. 

Email address: [email protected]

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

LinkedIn: https://www.linkedin.com/in/clairebkohler/

Website: https://www.weempowerleaders.com/

Free resources: Goals and Vision Worksheet 

Limiting Beliefs Worksheet

Reach out to Claire for a free consultation.

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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.

In this solo podcast episode, your host and financial advisor Laura Rotter guides you through an exercise to develop your personal money mission statement. Take a moment to be present and reflect, as we dive in together!

Step 1: Reflect

Start by thinking about the first three words that pop into your mind when you hear the word "money." Reflect on your own experiences and upbringing that might be shaping these associations.

Step 2: Start With Why

Identify and list your 3 to 5 core values that guide your life decisions.

Step 3: Set Your Goals

What financial goals do you want to set for 2024? They could be anything from reducing debt to a career change. Jot them down and see how they align with your chosen values.

Step 4: Envision Your Ideal Future

What are some of the things you would like to accomplish or experience in the future? Feel free to dream. 

Step 5: Craft Your Personal Money Mission Statement

Use the template Laura provides in the podcast, not just set goals but set the right goals - things that inspire and fulfill you. 

To conclude the episode, Laura Rotter shares some insights from her journey, like having a weekly money date and paying herself first. Dive into this money exercise with Laura to find more abundance in 2024!

Free resource: Investing Your Time and Energy

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Catherine Baker worked for many years in the fashion industry and then in e-commerce and digital marketing, before transitioning into the data science world. She's now a clinical data analyst with a specific interest in the healthcare industry, using data analytics to improve patient's experience and outcomes while reducing costs.

Catherine shared that she was raised in a suburb of Paris. Though she acknowledges that her family was well off financially, she places more value on her relationships with family and friends, and on her professional success.

According to Catherine, she had a long term love affair with the U.S. from a young age. Her father, though based in France, worked for U.S. companies and traveled frequently overseas, taking his family along on his business trips. Catherine was attracted to American culture, in particular the freedom and opportunity it seemed to offer.

Catherine's last job before she relocated to the States was in the biotech industry. After working many years in the fashion industry, and then in e-commerce and digital marketing, Catherine is now coming full circle as she transitions to a data analyst role in the healthcare industry.

“I was coming from marketing and there are a lot of data analytics or data science roles in marketing and this is actually something that I pushed out. I do not want to go back to that because I know the problems, I know the complexity, I know the environment and I wanted to do something new.” - Catherine Baker

Key takeaways:

- Allow what resonates with you to guide your decisions. Catherine describes herself as ambitious, always moving forward and wanting to succeed. Growing up in a suburb of Paris, she felt out of place. The American mentality of striving to be #1, and having the will to succeed aligned with who she felt herself to be, so she relocated to New York City when she was in her 20s. 

- Take advantage of opportunities that come your way. Before relocating, Catherine had been working for a company that was bought out by a large Swiss pharmaceutical company. This led to her receiving a nice severance check, which she took advantage of. She did the calculation and said to herself: “Let’s go! Let’s do it! I can do it!”

- Connect the dots between the skills you have and the roles you’re pursuing. Catherine was a graduate of FIT, the Fashion Institute of Technology, and worked in fashion, so her transition to become a data analyst was not intuitive. Catherine noted that, working in fashion, she was following trends, looking at colors, similar to how data is visualized through use of graphing programs. She has chosen to specialize in healthcare because she is drawn to helping people feel better, just as she helped people feel and look better with fashion. 

About the guest: 

With over four years of experience in data analysis and reporting, Catherine is passionate about finding solutions and improving the customer's experience while reducing costs. She has a strong background in marketing data analytics, having worked in the fashion and wellness industries for over a decade. She developed data programming skills and specialized in healthcare IT since 2020, obtaining multiple certifications in data science, math, business metrics, and SQL. She is interested in exploring different areas of healthcare data, such as population health, biotechnology, and genomics, and applying her skills to support value-based healthcare models and patient-centric care.

Linkedin: https://www.linkedin.com/in/cdcbaker/

Email: [email protected]

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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.

Teri Bach is a certified Tapping into Wealth coach. She helps professional women earn more, increase levels of confidence and inject their businesses and careers with passion. 

Teri shares her personal journey, which began as a child of Depression-era parents in Fargo, North Dakota. Her parent's scarcity money mindset affected her so much that it took her a while before she would go to a "real" store to buy clothes, rather than a thrift shop. 

Teri discusses her professional transition from psychotherapist to money coach, revealing how her own experiences  and her eclectic career path led her to develop a unique approach to financial coaching. She shares the techniques such as EFT tapping and Matrix Reimprinting which she uses in her coaching program, which focuses on addressing and transforming ingrained financial patterns and limiting beliefs. 

Teri is passionate about her mission to empower women, particularly those who find themselves repeatedly struggling with debt, by helping them understand their subconscious patterns and redefine financial success. Teri aims to uplift and guide women towards a more empowered and fulfilling relationship with money.

“It's looking at how your parents talked about money, how your parents were with money. So it's a visualization, getting that person back to when they were like six years old, so they can really hear and see their parents in this visualization, and so a lot of stuff comes out of that particular exercise. And then we're doing tapping to change the emotions that came up, the limiting beliefs that came up, all of that kind of stuff.” - Teri Bach

Key takeaways: 

- Consider work that leverages your life experience. Teri shared that she and her brother were adopted. She had the experience of working with therapists who didn't seem to get her. They couldn't distinguish between what was an adoption issue and what was a relationship issue. She became a therapist herself and heard from other adoptees at conferences that they had had the same experience. She decided to focus her practice on adoptees, knowing that she fully understood their feelings. 

- Understand what is truly important to you in your life and go do it. Teri noted that of course, it's important to have adequate financial resources to do things that you want to do, but be sure that ultimately, you are living the life you want to live. A couple of years ago, she felt that something was missing in her life, and what was missing was she had stopped traveling, which had been so important to her. She now has a travel business on the side so she can earn money to travel and work from wherever.

- Notice your patterns and limiting beliefs as a necessary step to changing them. Teri specializes in working with professional women who find themselves in debt repeatedly, very often due to patterns that were created at a very young age. Teri works with her clients to figure out the limiting beliefs that are keeping them stuck and then uses exercises and visualizations to help clear these patterns.

About the Guest: 

Teri Bach was a psychotherapist for 27 years.  As a certified Tapping Into Wealth coach, she now coaches professional women who want to earn more in their businesses by helping them change the beliefs they have about money.  When clients work with Teri, they are able to earn unexpected income, stop getting into debt repeatedly, get new clients or sales and have increased levels of confidence and motivation.  She helps professional women get their passion and excitement back into their businesses and careers.

Website: http://www.coachteribach.com

Linkedin: https://www.linkedin.com/in/teribach/

Facebook: https://www.facebook.com/teri.bach.79

Email address: [email protected]

Worksheet: 7 Steps to Get Out of Debt When Nothing Else Has Worked

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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.

Martha Legare is a behavioral scientist, an MBA, PMP, CMP, ACE & EMCC Coach, and a consultant with deep expertise in project management and organization change. Martha formed a startup with 2 partners before it was trendy (they are still friends), and then managed a manufacturing plant in California. For the last 20 years, she's been consulting and coaching, leading projects, and helping clients manage organizational change.  

Martha shared that she grew up on a dairy farm in Virginia, and was aware that her family had had a lot of money, and then lost it due to bad investments. This experience taught her about financial resilience, long before she stepped into the boardroom. 

Having come from a family of entrpreneurs, Martha never held a traditional corporate job. Her skills, confidence and optimism accompanied her throughout her journey from  business owner, to general manager of a manufacturing plant to her role today as a corporate consultant and executive leadership coach.

“I think failure is a major learning point, that if you're successful at first, then you don't understand the impact of things going wrong and that makes you less likely to be successful the second time. If you fail at first, then you know you have to do some kind of work around or you have to change the scope of where you're headed” - Martha Legare

Key takeaways:

- Know that failure is a major learning point. As Martha notes, when you’re an entrepreneur you’re not going to progress without taking risks that can result in failure. If you’re successful at first, then you don’t understand the impact of things going wrong. If you fail at first, then you know you have to do some kind of work around or you have to change the scope of where you're headed.

- People who are lucky are the ones who are just open, who don’t have preconceptions. Martha shared how she was in California on vacation and, while she was at a cocktail party, learned about a position that was open for a general manager which led to her next role. She considers herself a lucky person, and attributes that to being open, as well as being skilled in pattern recognition. 

- Start saving early. Looking back, the biggest thing that Martha would change is to start saving early; she didn’t really think about saving until she hit the age of 40. She’s been fortunate that her earnings are strong enough that she has been able to save money and pay down debt, though she started at a relatively mature age.

- Know how to ask for help. Recognize that asking for help is a skill we need to learn, and that it is a strength, not a weakness. Martha noted that after 9/11 was a difficult time for her emotionally as well as financially. She reached out for help, which she says is a real strength, and knowing when you need it and asking early is an even greater strength. 

About the guest:

Martha Legare is a behavioral scientist - which simply means she is very curious about how people act and what motivates them. Martha formed a startup with 2 partners years before it was trendy, (they are still friends), then managed a manufacturing plant in California. For the last 20 years, she’s been consulting and coaching, leading projects and helping clients manage organization change. 

Website: https://www.ganttgroup.com/

Linkedin: https://www.linkedin.com/in/marthalegare/

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

Email address: [email protected]

Interested in booking a free consultation? Schedule a call.

Stay connected:

Connect with Laura on LinkedIn

@Rotters5 on Twitter

Connect with Laura on Facebook

Subscribe to my YouTube channel

Subscribe to my newsletter

Get your free copy of Unlock Your Money Blocks Workbook : Your step-by-step guide to unlocking your blocks to financial freedom.

Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.