Kathleen Burns Kingsbury is the founder of KBK Wealth Connection and host of the Breaking Money Silence® podcast. She is an internationally published author, speaker, consultant, and coach. Her firm’s mission is to empower women, couples, and families to shatter money taboos and communicate more effectively about financial matters.

Kathleen is a a natural saver, and attributes that to having grown up in a frugal household. She remembers working in a local restaurant, waiting on tables, when she was 15 or 16 years old. As a shy person it was a bit hard for her, so she soon transitioned to working as a teller at a local bank, leading to her interest in finance.

She became an FDIC bank examiner after graduating from college but soon found that, though she enjoyed banking and finance, she was drawn to coaching and counseling others. She studied psychology at a nearby university in the evening, only to realize that she liked her classes better than her day job! 

Kathleen switched careers from being in banking and finance to being a clinical counselor, which she acknowledges was a huge shift for her financially. Fast forward fifteen years, to when Kathleen discovered the field of money psychology, established KBK Wealth Connection,  and became one of the pioneers working at the intersection of counseling and money. 

"I think I have a lot of faith in trusting my gut and knowing what's right for me. And then knowing I'm the type of person that will work really hard to make it happen. And if it doesn't happen, I'll learn something from it." Kathleen Burns Kingsbury

Key takeaways:

- Spend time with your partner talking about what you’re thinking and feeling about money. So many of us in partnerships just fall into our roles and we don't really think about how we want to do this thing called money. Talk about it with each other, learn from each other, don’t judge each other.

- Bust through your money taboos. Many of us were taught not to talk about money. Not to talk about our thoughts and feelings, our attitudes towards wealth. More and more people believe that society would be healthier if we talked more openly about money. 

- Notice if you’re struggling with imposter syndrome. A corollary with being empowered and finding your voice around money is negotiating to be paid what you're worth. Kathleen noticed in herself when she started her business that she was undercharging and underearning. She worked it through, consulting with coaches and taking courses, and is now excited to help other women become better negotiators. 

About the guest:

Kathleen Burns Kingsbury, the founder of KBK Wealth Connection and host of the Breaking Money Silence® podcast, is an internationally published author, speaker, consultant and coach. She was named one of nine amazing conference speakers by InvestmentNews and her work has been featured in The New York Times, The Wall Street Journal, PBS News Hour, Money Magazine, TODAY Money, Forbes, and CNBC. Her firm’s mission is to empower women, couples, and families (and the advisors who serve them) to shatter money taboos and communicate more effectively about financial matters. 

Website: https://breakingmoneysilence.com

Podcast: Breaking Money Silence 

Subscribe and sign up for the free 52 Money Talk Tips on the home page.

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

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

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

Twitter: @kbkspeaks

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.

Elle Nagy is a Self-Leadership Artist who helps women consciously create the life they desire through intentionality, balancing mindset with hearts, and taking complete authority over themselves. Through her approach, she “re-empowers” women to tap into their intuitive knowing and creative powers and become their most evolved selves. 

Elle grew up in a middle class South African household, where money was not always there when you needed it. She remembers wearing hand-me-down clothes, or clothes made for her by her mother or grandmother, and having a sense of shame that her family couldn't afford store bought clothes.

Elle feels that life blessed her with the inability to fit in. As long as she can remember she was the "odd one out"; and the clothes and the money were just another expression of this. She remembers the first time she truly felt at home was when she touched the ballet barre at the age of 6; she remained dance obsessed untill the age of 18 when an injury ended her dreams of a dance career.

She then went through a series of roles, from chartered accountant to psychologist to restaurant owner to owning a recruitment company. The common denominator in everything she has done is her genuine care for people. In her own words, Elle is a a "follow her gut instinct" kind of lady, and it's never brought her anything bad.

"When I look back on my life, you just need to be willing to say yes, be open minded, be adventurous, and kind of see what the crumb gives you. Everything is just little crumbs on the way, so I just keep saying yes to things. And then it takes me to the next spot." Elle Nagy

Key takeaways:

- Say yes to life. Elle shared how she has done many things in her life, including being a dancer, a chartered accountant, a restaurant owner and a life coach. She attributes these experiences to her openness to life, and to her willingness to say “yes” to things that come her way.

- Understand that life is always changing, and that decisions are not forever. Elle believes that we run the risk of losing the magic and richness of life by analyzing things to death. Recognize that the choices we make are for now rather than forever.

- Ask yourself: what’s the worst thing that can happen? Elle has found that, if we keep asking ourselves this question, the ultimate answer will be that we are afraid to die. Once we can accept that death is inevitable, it allows us to consciously choose to live each day to the fullest. She says, death is inevitable, but thriving is a choice.

- When going through a challenging period, rather than choosing to be a victim, Elle finds it can help to reframe and ask yourself: what is this coming to teach me? What can I learn from this? Who is it that I get to become through this process?

About the guest:

Elle is a Self-Leadership Artist who helps women consciously create the life they desire through intentionality, balancing mindset with heartset, and taking complete authority over themselves. 

Through her approach, she rempowers women to tap into their intuitive knowing, creative powers, and become their most evolved selves. It's not just about achieving success, but also having the best time of your life unapologetically.

Her work spans 3 decades with professional qualification including BA (Honours) Psychology, ILS Coaching, Pranic Psychotherapy and Yoga teaching, bringing a truly holistic approach to the embodiment of greatness potential. 

Her book “Keys to Self-leadership” is due for publication in 2023 in which she brings to light new and innovative concepts such as The Herstorian’s Journey and Rempowerment.

Website:-https://unapologetic-woman.com

Linkedin:-https://www.linkedin.com/in/elle-nagy/

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

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

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.

Judy Schoenberg and Linda Lautenberg are co-founders of EvolveMe, a professional growth company providing individual and group coaching for women in midlife career transition using their proven DARE™ method of career reinvention. Their clients call their EvolveMe experience “life-changing” and “the best professional investment” they’ve ever made. 

Linda and Judy each shared that, because of the messages they received about money when they were young, they were determined to be self sufficient right out of college. Linda went to business school and moved to Manhattan to work in finance, not because it was her passion but because that was where the money was. Similarly, Judy got a job and moved out of her parent's home a few months after college graduation.

They each shared their stories of reinvention. Linda took a long career break to raise her children. When her youngest child was getting ready to enter college she panicked; afraid that her absence from the workforce meant that she would never be able to find her way back to working full time. Judy, on the other hand, had a long career in leadership the non-profit sector, and knew that she had another chapter in her as she approached her late 40's. Both found themselves isolated; there didn't seem to be any user's manual or path forward for women reinventing in midlife. 

They met in a program for women that were looking to return to the workforce, specifically in the social impact space. It was out of that program that Evolve Me was born.  Linda and Judy realized that they were both drawn to the same mission: to build a community to help women return to the workforce as well as to help women drawn to career change in midlife.

"We do a lot of work around imposter syndrome and self doubt. And so much of that magic happens in community with other women, because if you can't own your own strengths and you can't own your own accomplishments, other women will see value in you and be able to speak that to you. It's a very powerful experience for many of the women." - Linda Lautenberg and Judy Schoenberg

Key takeaways

- Just because you’re good  at something doesn’t mean that’s what you should do as a career. Linda shared that she received her MBA from Harvard Business School, passed the CFA exam and chose to go into finance in order to earn a living. But though she clearly had the skill set to excel, she wasn’t drawn to work with numbers. 

- Believe that everything can be figured out. Linda learned, from being a stay-at-home mom juggling three kids that had to be 3 different places at the same time, that everything is going to be fine. It gave her the confidence that she’ll be able to figure anything out.

- If you can’t see it, you can’t be it. Judy believes in the importance of sharing the stories of different paths women have taken toward successful transitions. From working with hundreds of women, she recognizes how important it is to hear about other’s roadmaps when we embark on our own journeys.

- It’s important to always be learning new things.The world of work is always changing. Technology is always changing. There are always new skills to develop. Linda and Judy are finding in their new roles that there are endless opportunities to learn and grow, and define success by how much they are learning and growing as people.

About the guests:

Judy Schoenberg and Linda Lautenberg are co-founders of EvolveMe, a professional growth company providing individual and group coaching for women in midlife career transition using their proven DARE™ method of career reinvention. Their clients call their EvolveMe experience “life changing” and “the best professional investment” they’ve ever made. Through EvolveMe@Work, Judy and Linda also provide workshops, programming, and keynote addresses to companies invested in attracting and retaining top female talent. Judy holds a Masters in Education from Harvard University and a is former national executive for Girl Scouts of the USA. Linda earned an MBA from Harvard Business School and holds a Chartered Financial Analyst designation. Her earlier career was in real estate finance at Prudential and Nomura Securities.

Website:- https://evolveme.work

Linkedin:- www.linkedin.com/in/lindalautenberg

                            www.linkedin.com/in/judy-schoenberg

                        www.linkedin.com/company/evolveme-work

Facebook: https://www.facebook.com/evolveme.work

Instagram: https://www.instagram.com/evolveme.work/

Twitter: https://twitter.com/evolveme_work

Email: [email protected]; [email protected]

Free resource: Get Going! Guide to Midlife Career Reinvention

Learn more about the next Reinvention Collective, launching late October. 

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.

Sally Arkell-Boles specializes in providing mindset and high-performance coaching services to help leaders, sales professionals, companies, and mid-career women achieve exponential growth while embracing freedom and empowerment.

Sally shared that she grew up surrounded by people with a lot of wealth. She never lacked for anything yet was aware that her family did not feel worthy of the kind of wealth that others had. As a result of her upbringing, Sally became very determined to have a path for herself toward creating wealth. 

She was always taking on leadership roles and trying out new things because she knew she was worthy of achieving more. Sally has always been driven to serve people, to do more and to be more, knowing there is a bigger path for her and that it is up to her to make it happen, while having fun!

"It was my own belief in myself, that I had the skill and talent. I trusted my intuition for ideas and I listened to it and I acted on it and I collaborated and I made it come forward so that it provided for me the income, even though I wasn't chasing the income. I was really developing myself in a way that would be impactful for me to feel fulfilled inside. And because of that, the income showed up." - Sally Arkell-Boles

Key takeaways:

- You can choose joy. Sally shared that her journey wasn’t always easy. She moved across the country to follow her husband when she got married, then ended up divorcing with no family around to support her. Rather than choosing misery, Sally realized that she could take control of her thoughts and reactions - that she could choose positivity and joy.

- Recognize that there is always a solution to the problems you are facing. Sally is solution oriented. In her words: “whatever shows up, I look for a solution.” She attributes her “can do” attitude to her parents, who were always very positive.

- Have a “get to” list rather than a to do list. Sally noted that a to-do list almost feels like a command. She prefers to list the connections she anticipates experiencing each day, and the energy she’d like to bring to these connections. This practice has completely changed how she works with her day, and helps her feel grateful for all the events she anticipates. 

- Don’t be afraid to advocate for yourself. Sally shared that, in 2019, began to feel that her skills and contributions were not being appreciated by the organization she was working for. She felt angst and unsettled for a number of months before deciding to take back her power and ask for a package. She ended up getting an offer that was more than she anticipated, which gave her the opportunity to start her coaching practice.

About the guest:

Sally offers Elite level personal and professional development coaching to individuals, teams and companies. She developed a diverse leadership background including Director with an International Organization, a Managing Partner in Financial Services, Entrepreneur and an International Speaker and Author.

Her company, Dynamic Intentions, specializes in providing mindset and high-performance coaching services to help leaders, sales professionals, companies, and mid-career women achieve exponential growth, while embracing freedom and empowerment. Her value proposition is built on the following key elements: Tailored Coaching for Success, Empowering Mindset Transformation, Accelerating Growth and Performance, Freedom and Empowerment and a Proven Track Record.

Website:- https://www.sallyarkellboles.com/

Linkedin:- https://www.linkedin.com/in/sallyarkellboles/

Facebook: https://www.facebook.com/sally.arkellboles

Instagram:- https://www.instagram.com/sallyarkellboles/

Email: [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.

Jann Freed, PhD, is a Leadership Development and Change Management Consultant with The Genysys Group. She assists organizations and individuals in making purposeful change. Jann does this by facilitating vision based strategic planning and executive coaching. Her focus is on helping organizations and individuals get from where they are to where they want to be.

Jann shared that she grew up in a small town in Iowa. Though it was a farming community, her dad wasn't a farmer, but was the banker of three small towns. He was fiscally conservative, and made it clear to Jann and her sister that "money doesn't grow on trees." Jann remembers always having a summer job.

Neither of Jann's parents had a traditional college experience or degree, so it was important to them that their children attend college; the importance of education, grades and studying was very much stressed. Jann loved school and loved studying, and was an outstanding student. She graduated with a major in business and pursued her MBA while employed in the management training program of the largest bank in Iowa.

Soon after graduating from business school, she received a phone call from her alma mater asking if she'd be interested in teaching. She applied for the position and loved the work so much that she felt like she would do it even if they weren't paying her! She enjoyed the courses she was teaching, marketing and organizational behavior, and she liked student life and being on campus so much that she stayed for 30 years!

"Whatever I'm doing, I'm always kind of weaving in: what difference are you making? What impact are you having? How are you thinking about your influence as a leader on others? Are you thinking about that on a daily basis?" - Jann Freed

Key takeaways:

- You can’t get those 2 hours back. Jann enjoyed her 30 year career as a college professor, teaching business management and marketing courses, but the two hour commute was wearing on her. It suddenly became very clear to her that, if she was going to do what she felt she was being called to do, she needed to change her job.

- Give yourself time to retire from a profession that is an intrinsic part of your identity. Jann spent five years letting go of her teaching career. She had been studying aging and sage-ing, and learned that it takes about five years to transition emotionally. Jann says to start exploring and discovering while you’re still employed and have a paycheck.

- When making a big life transition, consider putting rituals in place to help let go. Jann decided to take the bus rather than fly to a conference in Chicago in order to accomplish her ritual project. She took the faculty directory and, during the 5 hour trip there and then back, she wrote about 110 postcards to those she wanted to thank without telling them she was leaving. 

- Recognize the value of relationships. Jann makes a point of keeping in touch with friends, texting and otherwise connecting. She notes that, as we age, we really do have to be thoughtful and stay in touch with the people we really like and enjoy. Also, be sure to find ways to meet new people, perhaps through an online course, which is how Jann and I met.

About the guest:

As a former professor for decades, Dr. Jann decided to practice what she was teaching and preaching. She says she is out to retire the word “retirement.” We are not retiring from life, but moving onto something else. Jann believes it takes time and intentional thought to successfully move on to what’s next in life. 

This awakening led her on a research journey that resulted in her book Leading with Wisdom: Sage Advice from 100 Experts. One chapter that really resonated was “Leaders Live Their Legacy.” So Dr. Jann did a deep dive on legacy work and set out to interview gurus. From this work, she created the concept of Breadcrumb Legacy™ and it became her latest book Breadcrumb Legacy: How Great Leaders Live a Life Worth Remembering. 

Dr. Jann also hosts the “Becoming a Sage Podcast” where she interviews thought leaders on the wisdom of life and work. She also writes the “Leading Edge” column for Training Magazine which is published in print and online.

Linkedin:- https://www.linkedin.com/in/jannfreed/

Facebook: https://www.facebook.com/jann.freed.9

Instagram:- https://www.instagram.com/drjannfreed/

Twitter: https://twitter.com/FreedJann

Website:- http://www.jannfreed.com

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.

As the Chief Personality Officer of More Than Words Marketing, Danielle Hughes helps individuals and institutions to develop their Genuine Personality Brands. This allows her clients to own and embody their message, feel comfortable expressing it, and convey what makes them different from their competition so they can attract the right audience and repel the wrong one.  

Danielle shared that she grew up in a very middle-class household; her father was a dry cleaner, and her mom was a dental hygienist. She started working at the age of 12, and had summer jobs throughout college, where she received a Bachelor of Fine Arts in Advertising Design and Graphic Communications. 

After graduating, she realized that she was a better writer than a designer. Writing came very naturally to her. She spent the first years of her career learning the ins and outs of business-to-business marketing copy, and then a decade or so at different television networks in ad sales marketing, creating the marketing materials for the sales people to sell programming to advertisers. 

After her son was born, Danielle spent ten years working part time at a non-profit, helping them with their content, while freelancing on the side. She was able to grow their social media, reshape their newsletter, and be a keynote speaker at their gala, but her professional growth was limited and the money was never there. Eventually Danielle decided to step out of her comfort zone, and pivot from being a freelancer to being an entrepreneur full time. 

"When I talk now in my business, it's all about bringing enough of yourself to the forefront so that you are finding people that value you for who you are and what you bring to the table, as opposed to  filling a role that wasn't even written for you because it's written for anybody who has a bunch of skills. And the skills are the easy part. The fit is the hard part." - Danielle Hughes

Key takeaways:

- Recognize when you’re staying in a position that is preventing you from doing what you truly want to do, but you’re using it as a crutch. Danielle had enjoyed what turned into a 10 year part-time working as a writer for a non-profit organization. but at the end of her time there she realized that the amount she was dedicating to them was holding her back from other opportunities and, frankly, from actually exploring what it was she really wanted to do.

- If you run your own business, consider defining a particular niche. Danielle was particularly resistant to the concept of niching; she wanted to be able to work on website copy one day, and a blog the next. It was when she realized that she had become an order taker and wasn’t proactive in her own business that she recognized she needed to figure it out. 

- Know that your unique personality is what helps you build connections with potential clients. Be yourself! On the advice of her coach, Danielle began to put more and more of her sassy and irreverent personality into her writing. And that became her niche, helping business owners put their personality into their content to connect better with their audience.

About the guest:

As the Chief Personality Officer of More Than Words Marketing, Danielle Hughes helps individuals and institutions to develop their Genuine Personality Brand. This allows them to own and embody their message, feel comfortable expressing it and convey what makes them different from the competition so they can attract the right audience and repel the wrong one. Danielle isn't a magician but she can hone your brand message, engage your audience and deadlift you or your employees, but not at the same time. That’s just irresponsible. (note: Danielle is available for office party tricks and accepts payment in bottles of Bordeaux.) 

Linkedin:- https://www.linkedin.com/in/daniellehughes/

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

Website :- https://www.morethanwordscopy.com/

Free resource: Personality Brand Bio Checklist

Email: [email protected]

Carolyn Dow owned and managed a successful catering company in New York City for 25 years. It was a natural pivot for her to join Seriatim, a leading Company in professional organizing and move management. She brings her expertise in planning and problem solving, passion, and understanding of people to her new role. 

Carolyn shared her dramatic story of being smuggled out of Iraq at the age of 6, so that her mother could leave an unhappy marriage and retain custody. Her mother remarried, and Carolyn spent her formative years, from age 8 to 16, in Venezuela. 

Carolyn's mom was very independent and entrepreneurial, and Carolyn herself recalls being a mature, responsible person at a very young age. She always worked, and put herself through college with a mix of savings, financial aid and scholarships. 

She graduated from college with a theater degree and a minor in music, and did sing with a couple of pop-rock groups in New York after graduation. She also freelanced with a catering company that her mother had started. When her mother decided to move to Arizona, Carolyn took over the business. She enjoyed the work for many years, until the Covid-19 pandemic shut everything down in 2020. It was then she began to consider what she could do next.

"I was always fascinated with organizers because, as organized as I am in catering and my checklist and all of that, it doesn't mean my home or my papers or all those things are that way. But if you have to do it, you just find a way to do it. And so I thought, okay, great. I'd like to work with an organizer and figure out tips and make my wardrobe look easy to access and so on and so forth. And basically reached out to her and said: I don't know what's going to happen with catering. I don't know if I want to continue it, even if it comes back and I'd like to work with you." - Carolyn Dow

Key takeaways:

- Just go for it, and then you’ll figure out how to do it. Carolyn shared a story of agreeing to cater an event when she just started out that seemed like it was going to be way too big for her company. She followed her mother’s advice to go for it, and the event was much more manageable than she had anticipated. And she ended up working with the client, one of her biggest accounts, for 20 years!

- Consider the skills you’ve used in a previous career when searching for a new role. Carolyn had run her own catering company for 25 years before transitioning to a new role with a professional organizing and move management company. She knew that she had strong administrative skills, and thrives on interactions and relationships. She knew that she would not enjoy being behind a computer all day. She needed to be working with a team, at a job.

- Always be learning. After her long career as a caterer, Carolyn was ready for a new challenge. Her new role required her to learn new things, including how to use new technology. She is thankful to work with a supportive team that enables her to grow with less stress.

About the guest:

After 25 years of owning and managing a successful catering company in NYC, it was a natural pivot for Carolyn to join Seriatim. For more than two decades, Seriatim Inc. has been a leader in professional organizing and move management, bringing harmony and order to life transitions. Carolyn brings her expertise in planning and problem solving and her passion and understanding of people to the success of any project. People often describe her as warm and enthusiastic with a special knack for putting everyone at ease. Being fluent in Spanish has also been very helpful!

LinkedIn: linkedin.com/in/carolyn-dow-999aa04

Website: www.Seriatim.net

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.

Ali is an executive coach who supports her clients in deepening their self-awareness, strengthening their personal and professional relationships and optimizing their individual and organizational performance. She has a particular passion for supporting individuals in achieving optimal work-life balance, ensuring they are well equipped to navigate challenges, and prepared to seize opportunities for growth. 

Ali shared that her parents did a really good job of not making money a point of stress while she was growing up. She started working at a young age: babysitting when she was 12 years old; a shift at McDonalds when she was 14 years old; summers spent as a camp counselor. It was important to her to have independence in the form of her own spending money.

At the age of 24, Ali graduated with a Masters in Social Work and entered the non-profit sector. She had always been mission driven, but found herself less drawn to clinical social work than she had anticipated. Instead, her business acumen and leadership skills drew her to be an administrator, to develop programs, to lead teams and organizations, but in service of a mission - not in service of a profit.

In addition to her work in the social service sector, Ali is an adjunct professor and runs a coaching practice, focused on leadership development.  She was able to complete two coaching certifications during the pandemic, when the classes shifted to being on zoom rather than requiring her to travel across the country. Ali counts herself lucky in that she has  three jobs and she loves them all!

"That's something that I am really passionate about helping people with. How do I bring my best self to work? How do I bring my best self to my family or to my friends or to whatever it is? My children, whatever it is, that's important to me, whatever I'm involved with, how do I show up engaged, energized, confident? That's really at the core of how and what I coach people around." - Ali Glaser

Key takeaways:

- Rather than work-life balance, focus on self-care and burnout prevention. Ali is passionate about helping people bring their best selves to their work and to their families, to what they consider important. In order to show up the way we want to show up, she encourages us  to ask ourselves: do I have enough energy? Am I getting enough sleep? Am I eating right? 

- Set boundaries in your life. In order to make sure she is  able to show up engaged, energized and confident, Ali is very intentional with her morning routine. She makes sure she gets at least 7 hours of sleep, She carves out quiet time and alone time, as well as time to workout and move her body.

- Manage your energy rather than your time. Identify the activities in your life that give you energy, and invest your time in them. Ali knows that being with her girlfriends gives her energy. She makes a point of coordinating get togethers with friends, even calling from the car to check in when she’s commuting. As she put it, one of these days the job will no longer be here, your family structure will change, but the relationships you invest in will endure.

About the guest:

Ali is an executive coach who supports her clients in deepening their self-awareness, strengthening their personal and professional relationships and optimizing their individual and organizational performance. She has a particular passion for supporting individuals in achieving optimal work-life balance, ensuring they are well equipped to navigate challenges, and prepared to seize opportunities for growth. Ali brings a level of energy and passion along with 25 years of experience as a non-profit executive and 16 years as a professor of social work to her coaching practice.

Linkedin:- https://www.linkedin.com/in/aliglaser/

Facebook:- https://www.facebook.com/AliGlaserExecutivePerformance

Website:- https://www.aliglaser.com/

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.

Ali Davies is the Founder of Outside of the Circle and a Change Coach. She specializes in helping successful professionals who feel unfulfilled with the status quo in their life and work redefine what success means to them, design their next chapter, and create change to live on their own terms in a way that is fulfilling and meaningful to them.

Ali shared that, growing up in Liverpool in the UK, money was not talked about. After she graduated from college, she went to a training program with a soft drinks company, staying in the industry in supply chain management and logistics for ten years. Towards the end of her corporate career, she realized that, although everyone around her considered her a success, she wasn't feeling fulfilled.

"You get to a stage of life where you think, is this it? Is this really it? And people are telling me it's great and you're this and you're that and the other, but this, that, and the other doesn't make me feel happy or fulfilled. And that was when I started challenging what does success really mean and started researching that. And that's where it started." - Ali Davies

Key takeaways:

- Just make the decision and the rest will follow. Ali believes that most people hold themselves back from making a change, because they think they need to know what they’re moving towards and how they’re going to get there before they make the leap. Instead, once you make the change it starts that catalyst of thinking and action and research.

- Start with small steps. Ali shared a story of how she and her then boyfriend, now husband Martin left a New Year’s Eve party early in 1999, after realizing that they were choosing to conform to society’s expectations of how they should celebrate the New Year. They instead decided to hike and watch the sunrise from the top of a peak, in keeping with their mutual passion for nature and the outdoors. This helped them to begin to challenge the way they were accepting society’s expectations of how they should work, something which takes up so much of our lives.

- Know that fear is normal when making any big change. Ali and her husband made sure that all the safety mechanisms were in place, including financial, before leaving their corporate jobs but still found it hard to actually take the leap because of all the fear and the emotions involved. She was able to leave her job once she realized that she thought she needed to be without fear before moving forward, rather than recognizing that fear is part of the human condition.

- Think of Designing Your Life as a way of being, rather than a project. Rather than thinking: this is what I want to do with the rest of my life; and this is what I want my relationships to be the rest of my life;  and my business to be the rest of my life, think of your life in chapters. Because things change and we change. As Ali learned, the things she wanted when she left the corporate world 20 years ago, or even 10 years ago, are very different than what she wants now.

About the guest:

Ali Davies is the Founder of Outside of the Circle and a Change Coach. She specializes in helping successful professionals who feel unfulfilled with the status quo in their life and work redefine what success means to them, design their next chapter, and create change to live on their own terms in a way that is fulfilling and meaningful to them. She has been teaching people how to achieve what matters most to them for 20 years. She is from the UK but has lived in the West Coast of Canada for the last 10 years.

Linkedin:- https://www.linkedin.com/in/alidavies/

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

Website:- https://outsideofthecircle.com

Instagram:- https://www.instagram.com/thealidavies/

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.

Jennifer (Hudi) Askowitz joined Silversons Realty 16 years ago after a successful career in advertising. Her experience in client management for well known brands made working with clients on their real estate transactions an easy transition. Jennifer has represented many clients on both the buy and sell sides in New Rochelle, White Plains, Scarsdale, Riverdale and in NYC. 

Jennifer shared that her inspiration to become a realtor came from her mother, who attended law school when Jennifer was in first grade. Her mother never actually practiced law but instead went into real estate and modeled that, after 25 years of marriage, she could do something and strike out on her own. 

Jennifer was working in advertising and client management for several years before she got married, She tried to continue her work on a part time basis once she had children, but realized that the balancing act was too difficult. When looking with her husband for a home to purchase in Westchester she met Michelle Silverman Bedell, the broker owner of Silversons Realty. 

Michelle knew that Jennifer had an advertising and marketing background as well as a real estate background from her mom, and invited her to join what was then a new venture. Michelle also understood that Jennifer had youg children, and was supportive of her need to be available for her kids. Seventeen years later, they continue to work beautifully together.

"As I realtor, I actually probably shoot myself in the foot, but tell all my clients not to bite off more than they can chew. Life has many expenditures, and a real estate purchase has to fit into your life plan. You cannot be married to your home. That's not a good idea." - Jennifer Askowitz

Key takeaways:

- When you consider making a change, consider all the factors that are impacting this decision. When Jennifer works with people who are considering a move, she encourages them to think about the reasons they are thinking about moving and to make sure they aren’t temporary, and to consult with others when making this decision.

- Define your goals. Jennifer described working with siblings who are helping their parents sell the family home, or with parents looking to help their children purchase their first home. She encourages them to sit down together, perhaps with a third party such as a financial advisor, in order to agree on what they are trying to achieve before calling a real estate professional.

- When looking to buy a home, don’t be turned off by what may seem to be high mortgage rates. Jennifer and I both remember when mortgage rates were higher than what they are now. And the great thing about the way mortgages are structured is that there are no prepayment penalties. In other words, if mortgage rates were to come down in the future you can repay your mortgage by refinancing with a new mortgage at a lower rate.

About the guest:

Jennifer (Hudi) Askowitz joined Silversons Realty 16 years ago after a successful career in advertising. Her experience in client management for well known brands made working with clients on their real estate transactions an easy transition. Jennifer has represented many clients on both the buy and sell sides in New Rochelle, White Plains, Scarsdale, Riverdale and in NYC. Additionally, she works with foreign buyers, investors and does 1031 exchanges. As an associate broker and an SRES (Senior Real Estate Specialist) designee, clients and their attorneys often turn to Jennifer for advice on the complexities of selling the family home and estate sales. Jennifer has the distinction of being the top producing associate broker at Silversons year after year. Clients enjoy working with Jennifer because they can rely on her discretion, thoughtful analysis and attention to detail, to ensure swift resolution to their transaction. In fact she has become so highly regarded that at any given time about 90% of all her transactions have come from referrals. Many of those who have worked with her have become good friends and she derives great pleasure from the many relationships that have continued long after the closing. Jennifer lives in White Plains with her husband and family. She is an active participant in many charities and sits on her children's school board.-- 

Linkedin:- https://www.linkedin.com/in/jennifer-hudi-askowitz-a950785/

Website:- http://silversons.com

Facebook:- https://www.facebook.com/jennifer.askowitz

Email address: [email protected]

Phone #: 914-725-9344

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

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.