Step into the Pivot

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What happens when a high-pressure career in New York City leads to an unexpected health crisis, only to unlock the door to a new, fulfilling path? This is precisely the story of our guest, Nicole Bryson, who transformed her life from corporate chaos to becoming a certified health coach in Oregon. Her journey began with a relentless facial rash in 2012, which Western medicine couldn't cure. This pivotal moment forced Nicole to explore naturopathic medicine and nutrition, ultimately identifying her condition as perioral dermatitis linked to gut imbalance. Her path to recovery through holistic health practices sparked a passion for wellness, changing her life forever.

Nicole explores the broader aspects of holistic wellness, from mindfulness and spirituality to financial health. This exploration led her to embrace yoga and co-fund an herbal business. We invite you to reflect on these vital aspects of life and express our gratitude to Nicole for sharing her wisdom and experiences.

Guest Bio:
Certified Health Coach
Co-founder, COCOGLOW 

Nicole is a longtime vegan, focused on creating nutrient-dense, whole foods recipes and non-toxic beauty routines. She grew up on a small farm in Eagle Creek, Oregon and learned early where food came from, and what fresh plant foods are really supposed to taste like. After college, she started experiencing skin reactions to most cosmetics and foods, which she soon learned was perioral dermatitis. She began to break out into hives and welts on a regular basis, often in response to skincare products, environmental stressors, foods and stress. This experience ended up being a healing crisis and turning point in her life. From that point on she started devouring all the information she could find on holistic nutrition, natural beauty, and herbalism. She recently completed her studies through the Institute for Integrative Nutrition, becoming a Certified Health Coach. Nicole believes that we get one body, so we should do our best to treat it right!  Her outlook on nutrition and beauty is adaptable and positive -- focus on adding nourishing habits and rituals to your life, and eventually crowd out lifestyle choices don’t serve you.

Promo code for CocoGlo products:
SITP20 for 20% off @ www.sipcocoglow.com

Connect with Nicole:
LinkedIn, sipcocoglo.com

CocoGlo Insta:
@cocoglowherbal

Connect with Theresa and Ivana:

Theresa, True Strategy Consultants: tsc-consultants.com
LinkedIn @treeconti, Insta @tscconsultants

Ivana, Courageous Being: courageousbeing.com
LinkedIn @ivipol, Insta @courbeing

SITP team, Step Into The Pivot: stepintothepivot.com
LinkedIn @step-into-the-pivot, YouTube @StepIntoThePivot

What if the emotional baggage from your childhood could influence your financial decisions as an adult? Join us this week as we uncover this connection with Dave Won, certified money coach and founder of Budget Captain. By sharing his personal story, Dave reveals how growing up in a financially troubled household shaped his approach to money management and led to a profound moment of reckoning: a panic attack triggered by buying his first home. We explore how our upbringing can shape our financial behaviors, often manifesting as irrational fears and anxiety around money. Dave's story teaches you how recognizing these emotional roots can help you face financial challenges and improve your overall well-being.

Our conversation goes beyond personal anecdotes to examine the broader theme of financial wellness, where true freedom is defined by emotional health rather than just monetary wealth. We delve into the complexities of money as a flowing energy and discuss how generational narratives can inadvertently dictate our financial choices. Dave's journey offers valuable lessons on overcoming ingrained fears and embracing new opportunities, whether it's the fear of spending savings or the struggle of facing significant financial decisions. Tune in for a heartfelt discussion that aims to inspire you to confront your financial fears and rewrite the narrative of your financial journey.

Guest Bio:

Dave Won is a TED Speaker, Certified Money Coach (CMC)®, and the Founder & CEO of Budget Captain®, a holistic financial wellness company. Dave has been recognized as a global Top 30 subject matter expert by The Outlier Project.

From conferences and summits to the corporate workplace, Dave has been empowering people to achieve emotional freedom first so they can experience true financial freedom. His approach is unique in that he believes the root cause of financial stress is emotional and behavioral, which cannot be solved with practical solutions.

He is a former Air Force Captain with a decorated military career that includes work supporting the Air Force One along with an overseas tour. He is a graduate of the U.S. Air Force Academy and earned his MBA from Indiana University. He has been featured by TEDx, ABC, EBN, Military Media and the Air Force

Connect with Dave:
https://www.linkedin.com/in/davewon?trk=public_post_feed-actor-name

Connect with Theresa and Ivana:

Theresa, True Strategy Consultants: tsc-consultants.com
LinkedIn @treeconti, Insta @tscconsultants

Ivana, Courageous Being: courageousbeing.com
LinkedIn @ivipol, Insta @courbeing

SITP team, Step Into The Pivot: stepintothepivot.com
LinkedIn @step-into-the-pivot, YouTube @StepIntoThePivot

How does one navigate the tension between comfort and growth? On this episode of Step Into the Pivot, we welcome Kate Beck, a dynamic force in the healthcare industry and founder of PDX Insurance, who shares a compelling narrative about personal responsibility, intuition, and transformation. Our dialogue with Kate uncovers heartfelt stories, like the poignant choice she faced in 2010 about her father's health, and her childhood lessons in authenticity and courage. Through her metaphor of the "itchy scratchy sweater," Kate challenges us to confront discomfort and embrace open conversations to enrich our personal and professional lives.

Explore with us the enlightening journey of letting go, as Kate's anecdotes such as the "poached egg situation" reveal the pitfalls of ignoring our inner voice and the joy of embracing our intuition. By setting healthy boundaries and decluttering both mentally and emotionally, Kate guides us on how to craft a life of peace and growth. This episode is not just a conversation but an invitation to transform how we perceive change, recognize pivotal moments, and engage with a life full of potential. Don't miss this inspiring discussion that leaves you ready to shed your own "itchy sweater" and step into a more fulfilling existence.

Guest Bio:

Kate Beck, founder of PDX Insurance & Associates, Inc. creates health insurance and planning strategies for businesses, families, & individuals for their ever-changing lives and situations. She has been a licensed agent specializing in health insurance since 2009 and has taught Medicare 101 throughout the community for 11 years. In 2016 she launched her own company, PDX Insurance & Associates, Inc. As a member of the health insurance industry, Kate also works as a motivational and transformative influencer, cultivating confidence for mindset, skillset, & action set.

Connect with Kate: https://www.linkedin.com/in/kate-beck-pdx

Connect with Theresa and Ivana:

Theresa, True Strategy Consultants: tsc-consultants.com
LinkedIn @treeconti, Insta @tscconsultants

Ivana, Courageous Being: courageousbeing.com
LinkedIn @ivipol, Insta @courbeing

SITP team, Step Into The Pivot: stepintothepivot.com
LinkedIn @step-into-the-pivot, YouTube @StepIntoThePivot

In part 2 of our conversation with Mickie Murphy, a resilient leader with an inspiring story, we learn about how a life-altering car accident became a catalyst for her personal growth and transformation. Born into a life of constant change, with a military father and a journey filled with relocations, Mickie views change as an opportunity for reinvention. Her courageous decision to embrace the inevitable, letting go of her leg after countless surgeries, reminds us that even in the darkest times, healing and transformation are possible.

Her accident and subsequent experiences have unveiled a new purpose—speaking publicly to inspire others facing their own battles. Mickie encourages us to embrace our pivotal moments with intention and love, believing in our inherent ability to overcome adversity. Tune in as we explore the profound lessons of embracing change, sharing stories of transformation, and stepping confidently into the future.

Guest Bio:

Mickie Murphy, CPC, QPA, QKC, ERPA

Mickie leads the Blue Benefits Consulting practice firm-wide. Over 30 years in the retirement plan administration, has given her experience in serving client retirement plan needs in banking, record keeping and Third Party Administration practices.  She specializes in retirement plan consulting, plan design and corrections, and has responsibility for new business development.

Mickie is an Enrolled Retirement Plan Agent (ERPA) with the IRS, and a current credentialed member of the American Society of Pension Professionals and Actuaries (ASPPA) with designations of Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA). Mickie is also a current member of the Indiana Benefits Conference and has previously served multiple terms as Vice President of the Illinois Chapter of The ESOP Association as well as served on the Employee Benefits Committee of the US Chamber of Commerce. She has spoken and presented through various media on retirement plan subject matter before professional and business groups.

Connect with Mickie:
https://www.linkedin.com/in/mickiemurphy/

Connect with Theresa and Ivana:

Theresa, True Strategy Consultants: tsc-consultants.com
LinkedIn @treeconti, Insta @tscconsultants

Ivana, Courageous Being: courageousbeing.com
LinkedIn @ivipol, Insta @courbeing

SITP team, Step Into The Pivot: stepintothepivot.com
LinkedIn @step-into-the-pivot, YouTube @StepIntoThePivot

Prepare to be inspired as Mickie explores a life-changing car accident that tested her resilience and highlighted the power of support systems. After enduring a leg amputation, Mickie chose humor and positivity over despair, teaching us the importance of a lighthearted perspective in tough times. Her anecdotes, from naming her "residual leg" to sharing emotional moments with her family, underscore the strength found in optimism. Mickie's journey is a testament to embracing life's challenges with grace and a smile, reminding us all that positivity can transform even the most daunting situations.

Mickie's tale is one of courage and determination. From living in 18 different places and mentoring countless couples on marriage and faith to shattering glass ceilings as the president of Blue Benefits Consulting and a CPA firm, Mickie was initially overlooked for leadership roles but her initiative and substantial contributions proved her worth, making her a trailblazer in her industry.

Guest Bio:

Mickie Murphy, CPC, QPA, QKC, ERPA

Mickie leads the Blue Benefits Consulting practice firm-wide. Over 30 years in the retirement plan administration, has given her experience in serving client retirement plan needs in banking, record keeping and Third Party Administration practices.  She specializes in retirement plan consulting, plan design and corrections, and has responsibility for new business development.

Mickie is an Enrolled Retirement Plan Agent (ERPA) with the IRS, and a current credentialed member of the American Society of Pension Professionals and Actuaries (ASPPA) with designations of Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA). Mickie is also a current member of the Indiana Benefits Conference and has previously served multiple terms as Vice President of the Illinois Chapter of The ESOP Association as well as served on the Employee Benefits Committee of the US Chamber of Commerce. She has spoken and presented through various media on retirement plan subject matter before professional and business groups.

Connect with Mickie:
https://www.linkedin.com/in/mickiemurphy/

Connect with Theresa and Ivana:

Theresa, True Strategy Consultants: tsc-consultants.com
LinkedIn @treeconti, Insta @tscconsultants

Ivana, Courageous Being: courageousbeing.com
LinkedIn @ivipol, Insta @courbeing

SITP team, Step Into The Pivot: stepintothepivot.com
LinkedIn @step-into-the-pivot, YouTube @StepIntoThePivot

What happens when life throws you a curveball? In today's episode of "Step Into the Pivot," we are joined by the inspiring Dr. Elizabeth Grill, a health psychologist and medical researcher who shares her journey through the tumultuous waters of divorce and family court battles. Dr. Grill opens up about the survival mode mindset that took over during these challenging times, and the crucial role a strong support system played in her resilience.

Imagine suddenly finding yourself as a full-time parent without financial stability or childcare support. A life-altering court decision propelled Elizabeth into immediate problem-solving mode, eventually resulting in personal growth and the birth of new business ideas. It's a story of resilience and innovation, where channeling energy into positive pursuits not only restored confidence but also inspired others along the way. “By listening to empowering narratives during my daily commutes, I found purpose and motivation amid adversity, reinforcing the belief that every challenge can be an opportunity in disguise.”

Guest Bio:
Dr. Elizabeth Grill is the Director of psychological services at the Ronald O. Perelman and Claudia Cohen Center for Reproductive Medicine and is Associate Professor of Clinical Psychology in the Departments of Obstetrics and Gynecology, Reproductive Medicine, and Psychiatry at Weill Cornell Medicine. She is also an Assistant Attending Psychologist at New York-Presbyterian Hospital.

Dr. Grill is established as a nationally recognized expert and innovator in reproductive and sexual mental health.  She is the current Chair of RESOLVE, the National Infertility Patient Organization, the Past Chair of the Mental Health Professional Group of the American Society for Reproductive Medicine and the Past President of the Society for Sex Therapy and Research. 

Dr. Grill is experienced as a health psychologist and medical researcher with a special focus on the emotional aspects of infertility, IVF treatment, third party reproduction, oncofertility, fertility preservation, sexual dysfunction, and stress and infertility.  She is also the co-owner of FertiCalm and FertiStrong, the first digital apps developed to reduce distress for those experiencing infertility, using research proven modalities. 

Dr. Grill is an editorial reviewer for the top peer reviewed journals in the field, the author of numerous articles and book chapters, has lectured worldwide to patient and medical audiences and has participated in media interviews related to the emotional aspects of reproductive medicine. 

Connect with Elizabeth:
LinkedIn: https://www.linkedin.com/in/drlizgrill/

Connect with Theresa and Ivana:

Theresa, True Strategy Consultants: tsc-consultants.com
LinkedIn @treeconti, Insta @tscconsultants

Ivana, Courageous Being: courageousbeing.com
LinkedIn @ivipol, Insta @courbeing

SITP team, Step Into The Pivot: stepintothepivot.com
LinkedIn @step-into-the-pivot, YouTube @StepIntoThePivot

Ami Hindia, faced a breast cancer diagnosis at 42, shortly after her third daughter's birth. Join us on this heartwarming episode of Step Into the Pivot where Ami bravely recounts her journey through solitary medical tests during the pandemic, the relief of a successful lumpectomy, and the vital importance of early detection. Her story is a powerful call to prioritize health, regardless of family history, especially highlighted during Breast Cancer Awareness Month.

Ami's journey led to a profound realignment of her life priorities, emphasizing the importance of being present in the fleeting moments of life. Throughout our discussion, she shares how her experience reshaped her focus from professional demands to cherishing time with her children and practicing self-care. The unexpected outpouring of support from her community also highlights the invaluable role of relationships during challenging times. Ami’s reflections underscore the significance of maintaining social connections and self-care as essential pillars of well-being and role modeling for her kids.

Authenticity in professional settings takes center stage as Ami discusses her decision to be open about her cancer journey on social media and at work. She shares the cultural challenges she faced within her Indian family and the rewards of fostering deeper connections through transparency. Our conversation underscores the power of empathy in leadership, encouraging us to understand colleagues beyond their professional roles. As we explore the life-saving potential of early cancer detection, we invite you to continue the dialogue on empathy and health consciousness beyond October. Tune in and be inspired by the transformative power of Ami's story.

Guest Bio:
Ami Hindia is the Central & Southeast Divisional Manager for Core Market Sales within Fidelity’s Workplace Investing. She has been working with advisors and plan sponsors in the retirement plan space for over 20 years. As a leader, she supports her team whose focus is building advisor & TPA relationships and winning new 401(k) plans for Fidelity in the Core Market space. Prior to being in this role, she was on the institutional asset management side of Fidelity as a Defined Contribution Investment Only (DCIO) wholesaler for 11 years. She was responsible for wholesaling Fidelity Advisor Funds, Fidelity VIP Portfolios, and Fidelity sub advised portfolios on the insurance, bank, broker-dealer, and TPA recordkeeping platforms across the North Central part of the country. Prior to joining Fidelity in 2010, Ms. Hindia served as a vice president and regional sales director for the investment-only division at Columbia Management, where she supported both insurance and qualified plan distribution efforts as the firm’s North Central retirement specialist. Previously, she was a key accounts manager for institutional clients at UBS Global Asset Management, and a sub advisory wholesaler at JP Morgan Asset Management. She started her career at Deutsche Asset Management (formerly Kemper Funds/Scudder Investments) where she was an internal annuity wholesaler. She has been in the financial industry since 1999. Ms. Hindia earned her Bachelor of Science in Business Administration at Drake University in Des Moines, Iowa. She also holds the Financial Industry Regulatory Authority (FINRA) 7, 63, and 24 licenses and holds the Chartered Retirement Plans Specialist (CRPS) designation.

Connect with Ami:
LinkedIn: https://www.linkedin.com/in/fidelityamihindia

Connect with Theresa and Ivana:

Theresa, True Strategy Consultants: tsc-consultants.com
LinkedIn @treeconti, Insta @tscconsultants

Ivana, Courageous Being: courageousbeing.com
LinkedIn @ivipol, Insta @courbeing

SITP team, Step Into The Pivot: stepintothepivot.com
LinkedIn @step-into-the-pivot, YouTube @StepIntoThePivot

We are honored to welcome back Nadine Youssef! Receiving a cancer diagnosis can feel like the ground has shifted beneath you. We explore how balancing worry with proactive steps and maintaining a hopeful attitude can make a world of difference. The emotional rollercoaster of waiting for test results is another topic we tackle, offering insights on how to navigate these periods with a rational mindset and support.

Nadine's personal journey through breast cancer is a testament to her resilience and spirit. She opens up about facing societal and emotional challenges, particularly the intersection of physical disfigurement and self-worth. Her story highlights the essential role of support systems and the courage it takes to confront such a daunting path. We celebrate her infectious positivity and the community support that has fueled her strength, providing a beacon of hope for others in similar situations. Join us for an episode brimming with inspiration and invaluable insights.

Guest Bio:

Nadine Youseff
Assistant Chief Counsel at The Walt Disney Company

Strategic legal partner supporting multiple client groups in global commercialization business including licensing, consumer products, digital/interactive experiences, retail, marketing, rights clearances, supply chain, social responsibility, and business processes/operations. Demonstrated leadership skills managing a team of cross-functional attorneys and paralegals to drive optimal legal and business results. Spearheaded the development and implementation of multiple DE&I initiatives.

Connect with Nadine:
https://www.linkedin.com/in/nadineyoussef/

Connect with Theresa and Ivana:

Theresa, True Strategy Consultants: tsc-consultants.com
LinkedIn @treeconti, Insta @tscconsultants

Ivana, Courageous Being: courageousbeing.com
LinkedIn @ivipol, Insta @courbeing

SITP team, Step Into The Pivot: stepintothepivot.com
LinkedIn @step-into-the-pivot, YouTube @StepIntoThePivot

Breast Cancer Awareness Month is a time of reflection and advocacy, and we're thrilled to welcome back Andrea Nitta to "Step Into the Pivot." Celebrating Andrea's two years post-diagnosis, we emphasize the ongoing journey of self-care and management. Andrea's advocacy work, including her involvement in events like the More Than Pink Walk and her potential pursuit of a board position, showcases the impact one person can have on a community. Her journey from a personal battle to a platform for support will leave you motivated to take action in your own life.

Andrea shares how this life change opened doors for her to further her advocacy efforts, all while balancing personal and family commitments. The conversation reiterates the importance of collective advocacy and mutual support, encouraging listeners to embrace life’s pivots with confidence. We thank Andrea for her incredible contributions and stories, reminding everyone that sharing your experiences can provide strength and inspiration to others.

Guest Bio:
Andrea was introduced to retirement plans through growth and acquisition at her first job out of college at US Bank. She holds a Finance degree from Minnesota State University - Moorhead. Andrea’s industry knowledge prospered with 17 years in varying roles focused on service at The Standard. Moving from a recordkeeper to a broker/dealer with two years at Cetera Financial Group only broadened her expertise. Joining Fiduciary Decisions (FDI) in November 2020 as Vice President of National Accounts has allowed her to focus close to 25 years of industry experience on FDI’s valuable broker/dealer and RIA clients.

Andrea is very active with WIPN — WE | Inspire | Promote | Network — a non-profit organization focused on advancing equity and opportunity for women in the retirement industry. She currently serves as the Regional Leader for the Pacific Northwest region and had previously co-founded and co-chaired the Oregon chapter. She is also active with the Youth Charity League (YCL) and currently serves on the YCL Board as Secretary. YCL has provided her and her family with the opportunity to serve various non-profit organizations. 

She enjoys time with friends and family, golfing, reading, and traveling. Andrea is a proud parent to three awesome kids – two in college and one in high school. Andrea lives in Portland, Oregon with her husband, kids on the go, and their dog Rocky.   

Connect with Andrea:
https://www.linkedin.com/in/andrea-nitta/

Connect with Theresa and Ivana:

Theresa, True Strategy Consultants: tsc-consultants.com
LinkedIn @treeconti, Insta @tscconsultants

Ivana, Courageous Being: courageousbeing.com
LinkedIn @ivipol, Insta @courbeing

SITP team, Step Into The Pivot: stepintothepivot.com
LinkedIn @step-into-the-pivot, YouTube @StepIntoThePivot

What if the key to saving your life lies in the power of early detection and the stories of those who've walked this path before you? Join us as we embark on a poignant journey through the evolution of breast cancer awareness with Host Theresa, who brings both statistical insights and personal reflections on her own experience of breast cancer. Theresa chronicles the remarkable progress in treatment and the critical role of early detection. You'll uncover the striking rise in breast cancer cases from one in 14 women in the mid-20th century to one in eight today, underscoring an urgent need for awareness and genetic testing.

Feel the transformative power of community and support as we highlight the significance of mammograms and self-exams. Discover why starting screenings at age 40—or earlier for those with a family history—can be a life-saving decision. We'll tackle common fears and misconceptions about mammograms, sharing real-life stories of how early detection has changed lives. We celebrate the strength of sharing personal journeys and the profound impact of connecting with others who have faced similar battles. Breaking down stigma, this episode is a heartfelt tribute to the progress made and a rallying cry for continuous effort in the fight against breast cancer. Join us for an inspiring and educational conversation that champions detection, support, and gratitude at every step of this journey.

Connect with Theresa and Ivana:

Theresa, True Strategy Consultants: tsc-consultants.com
LinkedIn @treeconti, Insta @tscconsultants

Ivana, Courageous Being: courageousbeing.com
LinkedIn @ivipol, Insta @courbeing

SITP team, Step Into The Pivot: stepintothepivot.com
LinkedIn @step-into-the-pivot, YouTube @StepIntoThePivot