The AlignWomen Podcast

Marissa Garcia is a certified specialist in estate planning, trust, and probate law. She is the Managing Attorney at Gold Law in Camarillo, California. Marissa may be soft-spoken, but she is fierce when it comes to her area of the law and making sure you avoid the many pitfalls associated with protecting your legacy.

You’ll love hearing about how Marissa’s genuine caring for her clients is put into action, how she takes the prejudices of her often male-dominated profession in her stride, plus Amy’s insightful observations on this important topic.

What you will learn from this episode:

• The shockingly small value of assets that could put your estate into probate if you haven’t protected it correctly
• Why self-help options such as Legal Zoom may not be in your best interest when it comes to estate and trust planning
• How Marissa advocates for her clients and what she watches out for to make sure their interests are properly protected

View or listen to the full episode at: 

https://alignwomenpodcast.com/marissagarcia

Connect with Marissa Garcia:

Phone: 805-388-8800 ext 407. 

Website: https://www.goldlawcorp.com/our-attorneys/mahvesh-marissa-garcia/

LinkedIn: https://www.linkedin.com/in/mahvesh-marissa-garcia-3740207/

Katie Quesada is a Storytelling Coach who helps individuals and organizations craft and communicate their stories for keynote speeches, company meetings, interviews, podcasts, and social media. 

In this episode, Amy & Katie uncover why storytelling is so powerful and provide solid tips on how you can tell a better story to be more effective in business, job interviews, public speaking, and connecting more deeply with your family and community.  This is an excellent episode for anyone who wants their voice to be heard and refine how they can get their point across through skillful storytelling.

What you will learn from this episode:

• Why telling better stories changes lives
• The biggest fear most people have around storytelling and how to overcome it
• The 3 main mistakes people make when telling a story
• How to identify the core goal of your story
• Crowdsource storytelling as a way to connect with your tribe 

View or listen to the full episode at: 

https://alignwomenpodcast.com/KatieQuesada

Connect with Katie Quesada:

Website  - www.katiequesada.com, 

 IG - @katiequesada

 LinkedIn - https://www.linkedin.com/in/katie-quesada/

Nupur Shah is a business and intellectual property law attorney and the owner of Nupur Shah Law in New York. She works with startups and small business owners to set up business structures, create legal contracts and documents and protect their products, services, creations, and other intellectual assets. She was born and raised in India, and in 2008 she moved to New York, where she now lives with her husband and 3-year-old daughter. She is also a member of the East Coast chapter of the AlignWomen Networking Masterminds. In this episode, Nupur shares how she serves her clients very differently from most in the legal profession.

What you will learn from this episode:

• How a toxic work environment led Nupur to start her own law firm
• A very different approach to how entrepreneurs can get legal support without breaking the bank
• The legal documents every entrepreneur should have in place
• How to overcome shyness, let go of analysis paralysis and become an effective networker

View or listen to the full episode at: https://alignwomenpodcast.com/NupurShah

Connect with Nupur Shah:

Website - www.nupurshahlaw.com

Phone - 646-8290-1366 

Email - [email protected]

FB - https://www.facebook.com/nupurshahlaw

 IG - https://www.instagram.com/nupurshahlaw

 LinkedIn - https://www.linkedin.com/in/nupur-shah-law

Dr. Barbara Provost is the founder of Purse Strings, LLC. Barbara is a doctor of adult and higher learning, an entrepreneur, a podcast host, and a passionate advocate for women who want to be financially fearless. 

Together we look at smart ways women can become more informed and powerful in their relationship with money.

What you will learn from this episode:

• Amy’s personal money mantra and why it works so powerfully for her
• The real reason women carry purses - it’s not what you think!
• The one CRITICAL financial instrument that every married woman needs to have in place
• Why Barbara took empowering women to become financially fearless into her own hands

View or listen to the full episode at: https://alignwomenpodcast.com/barbaraprovost/

Connect with Barbara Provost & Pursestrings.co:

www.pursestrings.co

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

Purse Strings page: https://www.facebook.com/pursestringsco

Purse Strings group:https://www.facebook.com/groups/pursestringfinanciallyfearlesswomen

Linkedin: www.linkedin.com/in/barbprovost

LinkedIn Purse Strings page: www.linkedin.com/in/barbprovost

Alex Rasmussen is a Financial Advisor and the Manager of Investment and Retirement Services for the LBL Group in Santa Ana, CA. She is extremely knowledgeable about the world of retirement plans and she is a strong and successful woman in the male-dominated financial services industry.

Alex is a straight talker and an expert at taking complex subjects and making them understandable for people from all walks of life.
Not only is she dedicated to helping young and minority individuals enter the rewarding world of Financial advising but she also has a prodigious talent that you will find out more about in this fun and lively interview.

• What you will learn from this episode:
• Why you, as an Aligned Woman need to become more financially literate and how Alex can make that simple to achieve
• The get rich slow program that Amy just loves
• 6 smart questions that anyone interested in a career in finance should ask 
• The amazing cultural initiatives that Alex lends her talents to

Connect with Alex Rasmussen:

[email protected]
LinkedIn: https://www.linkedin.com/in/alex-rasmussen-aif%C2%AE-cpfa-a201069a/
https://www.akomidance.com/

Rachel Sunday is the President of Playa Vista Insurance Services, an employee benefits consulting firm in the Los Angeles area. She is also the founder of The Power of a Shower, a non-profit that provides unhoused people with access to a safe place to take care of their personal hygiene.

Episode Sponsor:  

Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.

What you will learn from this episode: 

• The path that led her to becoming an employee benefits broker.
• Her reasons for starting a non-profit organization and the services her organization provides to the community.
• The biggest challenge she faced in starting a non-profit organization, and the  personal skills she had to develop in order to make it succeed.
• The advice she would give to her 20-year-old self. 

Connect with Rachel Sunday:

Email - [email protected] and [email protected]
Website - www.playavistains.com and www.powerofashower.org
LinkedIn - https://www.linkedin.com/in/rachel-sunday-5448584/
Phone - (800) 834-2310 and (818) 613-7863

June Taylor is a Senior Sales Executive with Kaiser Permanente and the President-Elect of the Los Angeles Chapter of the National Association of Health Underwriters. 

Episode Sponsor:  

Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.

What you will learn from this episode: 

• The Diversity, Equity and Inclusion (DEI) initiatives that June is working on at both the local and national levels
• What led her to want to have such a public role in the health insurance industry
• Her experience as a woman of color in an industry that has historically not been inclusive of women of color, and the importance of support
• Why she recommends the health insurance industry to young people of all cultures and ethnicities

Resources:

Good And Mad: How Women’s Anger Is Reshaping America by Rebecca Traister

Connect with June Taylor:

Email - [email protected]
LinkedIn - https://www.linkedin.com/in/junetaylor2/
Phone - Office: (818) 557-5791, Mobile: (818) 309-8425

Deb Hallberg is the CEO of Pass the Torch For Women Foundation, an organization that empowers women through mentoring.

Episode Sponsor:  

Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.

What you will learn from this episode: 

• Why her current role as the CEO of Pass The Torch for Women Foundation is her dream job.
• What mentorship is, and why it’s so important for personal and professional development.
• The mentorship programs that Pass The Torch For Women Foundation offers to women at all stages of their careers.
• The pivotal moment in her career when she realized the importance of feeling heard.
• The Foundation’s Ignite the Torch Annual Awards Event and the fundraising that enables the foundation to provide scholarships to women.

Connect with Deb Hallberg:

Email - [email protected]
Website - https://passthetorchforwomen.org/
LinkedIn - https://www.linkedin.com/in/deb-hallberg-2781557/
Phone - 317-459-0701

Carmen has her Master’s Degree in Business Administration and she is the Director of University Relations at Saybrook University.

Episode Sponsor:  

Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.

What you will learn from this episode: 

• Carmen’s career path and what led her to higher education
• What she does in her role as the Director of University Relations at Saybrook University
• The events she organizes at Saybrook to support students and alumni, including the Wine With A Purpose fundraiser
• What she wants other people to understand about her experience as a woman of color
• The “magic question” that anyone can ask to help marginalized groups feel included

Connect with Carmen Bowen:

Email - [email protected]
Website - www.saybrook.edu
LinkedIn - https://www.linkedin.com/in/carmen-bowen-mba-55548320/
Podcast - Saybrook Insights: https://saybrookinsights.buzzsprout.com/

Courtney Kallfelz is the Founder of CourtneyKCo, which provides virtual assistant services, social media management, client communication management, and graphic creation. She is also the Communications Manager for AlignWomen. 

Episode Sponsor:  

Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.

What you will learn from this episode: 

• How Courtney developed a virtual company that would integrate with her life as a military spouse 
• Recommendations she has for other people who are interested in becoming virtual assistants 
• Why she developed her Virtual Assistant Basics Course and what kind of training it provides
• How her unique life experiences have taught her to avoid comparison and be mindful of the fact that every person has their own journey

Connect with Courtney Kallfelz:

Email - [email protected]
Phone - 5129718503
Website - www.courtneykco.com
Instagram - @courtneypkallfelz
Facebook - @courtneypaigekallfelz
LinkedIn - https://www.linkedin.com/in/courtneykallfelz/