TranscendWithM

TranscendWithM

Download on the App Store

TranscendWithM episodes

  • Protecting Your Investment Portfolio With Atara Twersky

    Atara is an experienced attorney with expertise in securities class action litigation and securities regulation. As a securities class action attorney, her goal is to assist you in maximizing claim recoveries related to your investment portfolio, including direct claims, class action claims, class action settlement claims, derivative claims, tax recovery claims, and where appropriate to pursue whistleblower claims and other claims that will ensure and protect the integrity of the securities markets and your investment portfolio.

    Episode Highlights:

    • Finding the journey and going with it. (1:11)
    • When you’re 21 years old, you have a different mindset. (3:22)
    • How did you get started as an attorney? (6:00)
    • “You can do anything that you want to do”. (8:11)
    • What’s your new path? (10:28)
    • What’s coming up for her. (12:23)
    • What are you looking for in a multifamily property to invest in? (14:21)
    • Tara’s advice for women in real estate today. (16:40)
    • Free up your time to do the things you love. (19:34)

    • Key Takeaway:


      "The real message that I want women to take away, is let's free up our time to do our passion projects, to do the things that may bring us joy, and the things that make us happy to spend time with the people that we love."


      Resources:

      LinkedIn

      Website

      Instagram


      25 min
    • Facing Your Fears and Taking Risks With Amber Payan-Inclán

      Amber thinks of risk as a necessity. A non-negotiable in her life. Sometimes the idea of risk is uncomfortable and scary, but the idea of staying stagnant, not growing, and being the same person in the same place year after year is much scarier to her. She realized a long time ago that there will always be fear, but she refuses to let it control her.


      Episode Highlights:


      • Who am I? (2:13)
      • How she got started in the industry. (4:37)
      • Being a business owner is hard but rewarding. (7:32)
      • How to balance work and personal life. (10:03)
      • Learning to enjoy life and remember why you started the business. (13:58)
      • We need to let go of certain things to enjoy life. (16:03)
      • Why it’s important to her to be surrounded by amazing women. (18:09)
      • You’re better than what you even believe you are. (20:11)
      • Amber’s message of empowerment for young entrepreneurs. (21:53)

      • Key Takeaway:


        "Women vouching for other women is so much important in growing our business and keeping it alive. Empowering women and showing support to each other can push us beyond our comfort zones to discover that we can be so much more."


        Resources:

        LinkedIn

        Website

        Facebook

        Instagram

        29 min
      • From Financial Mistakes to Investing Success With Tess Waresmith

        Everything changed when Tess learned about the gender investing gap. When she learned that women not only get paid less but also invest less contributing to what's called the gender investing gap, she wanted to help make a chance. She has now been investing in real estate, the stock market, and businesses for over 10 years and is a successful investor. She made a few big mistakes that cost her thousands. She trusted a financial planner before educating herself on the basics of investing. They didn't make decisions in her best interest which cost her roughly over $200,000 over time.


        Episode Highlights:


        • Who I am now. (1:08)
        • The first example of opportunity came from pivoting and pivoting. (3:12)
        • Pivots in different directions in her life (5:46)
        • What was your experience in Singapore and how did it help you to create a new view of the future? (9:25)
        • The power of being connected to what you do. (11:37)
        • What was the impact of her mentor? (13:29)
        • The cruise ship life was an amazing opportunity for me. (17:29)
        • Investing is not as hard as we’ve been led to believe. (20:08)
        • The importance of education for women. (23:20)

        • Key Takeaway:


          "I would tell them that everything is figured out a bowl, there is always a way to figure out and you might not even accomplish that dream or goal, but there's always a way to at least try, and then you can learn from that failure"


          Resources:


          LinkedIn

          Twitter

          30 min
        • Owning Your World Meg McKeen's Message of Empowerment

          Celebrating her 23rd year in the Insurance Industry, Meg McKeen founded Adjunct Advisors LLC in 2018 with the essential belief that the way we sell insurance is ripe for change. Throughout her career, working both as an underwriter and agent within the insurance industry, Meg has held a seat at the table during thousands of insurance negotiations. Meg now holds space, at the crossroads of personal and professional development, for individuals as they grow their sales and leadership acumen through private coaching, consulting engagements, and the podcast she hosts, Bound & Determined℠. Meg’s contributions to the insurance industry have been recognized with her inclusion in Insurance Business America’s Hot 100 and Elite Women for 2021.


          Episode Highlights:


          • My business will be celebrating its fourth anniversary in July, which is a milestone that a lot of small businesses don’t reach. (1:46)
          • Then I had this little Babysitting empire and I only babysat for a handful of families, but they all wanted Meg. (4:10)
          • Growing up with labels and labels. (6:23)
          • How to tell a story about insurance and keep it light and fun. (7:45)
          • Max’s business solves the problem of how to help new producers through the rough zero-to-three-year period when sales goals are low. (12:46)
          • Risk transfer is a common experience for women. (15:44)
          • The journey of not being attached to one place during the year. (17:53)
          • It’s amazing how little stuff we need in order to thrive. (19:55)
          • You are the owner of your world.  (22:48)

          • Key Takeaway:


            Being courageous for one thing or another can lead us to bigger opportunities. Taking risks for the right things could either break or make our lives. Whatever the outcome of taking a risk, remembering and processing the lessons and experiences that came from it could make perfect-fit pieces of a bigger puzzle of success for our lives


            Resources:

            LinkedIn

            Website

            46 min
          • Undiscovered Voices With Sarah Muniz

            Sarah Muniz's book Undiscovered Voices is a vital contribution to a major problem faced by the insurance and financial services industries - valuing the unique voices and talents of women. While women have long filled many roles in the industry, too often they have not been in positions of influence. Learn about Her Journey & Contributions She is making!


            Episode Highlights:


            • How surrounding yourself with like-minded people can change every outcome. (1:34)
            • What is the right message to get out? (3:19)
            • The problem is part of the battle, but it’s also the solution. (5:48)
            • Why it’s important for us to have more on these times now than ever to demonstrate that we are here to make a difference. (10:21)
            • How the research behind the book came to be. (13:01)
            • Why are women seen as being weaker than men? (15:28)
            • How her daughter helped her write a chapter in her book. (19:59)
            • The influence that we have on our children is more than any character. (22:16)
            • The support she’s received from other women. (25:00)

            • Key Takeaway:


              "Women take up the majority of the business industry yet only a few climb up the ladder of success due to gender bias, race, and the downplay of capabilities. It’s high time the norms and the system of refusing women higher opportunities and denying their strengths be taken down once and for all. Emphasizing that women are as valuable as the opposite gender while giving them their due merit is the best way the industry should thrive on."


              Resources:


              LinkedIn

              Website

              38 min
            • From Trauma to Triumph Annabel's Quintero Journey

              Annabel Quintero is a certified wellness coach, best-selling author & DEI strategist. Also known as a "Cultural Wellness Coach". Her best-selling book Step Jump Annabel Quintero is a story of hope dedicated to helping others transform trauma into triumph. Her life was irrevocably altered on September 11th, 2001, when she narrowly escaped from the 46th floor of the One World Trade Center during the deadliest terrorist attack on U.S. soil.



              Episode Highlights:


              • Dancing with hip hop’s cultural architects like New York City Breakers and Rocksteady Crew. (1:51)
              • Dance as a ceremony as a spiritual practice. (6:16)
              • Growing up in Puerto Rico and New York. (8:30)
              • I knew I had to get out of the building. (13:54)
              • What was it like to be in Puerto Rico during the terrorist attacks? (15:58)
              • I felt the current inside my veins. (20:05)
              • The sweat lodge and vipassana. (22:06)
              • The first time I wrote about my experience was days after it happened. (26:36)
              • Annabelle shared her story. (29:07)

              • Key Takeaway:


                "Women's future are not defined by their past traumas. We could have had so much pain and trouble back then, but our future lies ahead of us, bright and beautiful. Stay steadfast and strong, and we can transcend our previous tragedies and reach transformation."


                Resources:

                LinkedIn

                Instagram

                Facebook

                37 min
              • The Importance of Recognizing Your Value at the Table With Sarah Bradshaw

                The third-generation professional in the insurance vertical, Sara brings more than three decades of agency ownership and management, complemented by a background in company commercial underwriting and cluster creation/management, Sara brings a wealth of industry experience and knowledge to the table. Her vast experience coupled with a keen sense of the dynamics of efficiency, and its impact on productivity uniquely suits her to meet a variety of operational, management, and marketing needs in agencies today.  The founder of the Agency Opportunities department at Big I Oklahoma, Ms. Ray is also an executive coach and heads up the consulting practice designed to provide strategic resources, professional development, and management consulting services to BIGiOK members who are looking to thrive in today’s dynamic environment.  



                Episode Highlights:


                • How she found her love of agency management consulting and how it changed her life. (2:24)
                • How can we help other women learn from our bumps? What resources do women need? (4:58)
                • When did you decide that this was what you wanted to do? (7:31)
                • Don’t underestimate your value at your table. (12:31)
                • What was your first thought when you stepped into the National Conference? (14:57)
                • What drives her to do what she does? (16:41)
                • You have to figure out what is essential to what you can do so you can grow. (21:24)
                • Why it’s so important for us to support each other. (24:21)
                • You’re so much better when you got to know each other. (26:55)


                • Key Takeaway:


                  "When you see an opportunity ahead of you, seize it, and keep in mind that the rest of us are right here if you need us. There are a lot of amazing women out there, so you are never alone. I'm pretty passionate about educating, assisting, empowering, and encouraging women in general, and it's a part of the journey that you're on."


                  Resources:


                  LinkedIn

                  Website

                  Twitter

                  Blog

                  35 min
                • Leading with Integrity With Adrienne Ostroff

                  Adrienne Ostroff, FSA, EA, CERA, MAAA, and FCA is a credentialed actuary and business owner. She has a decade of experience delivering actuarial consulting services across healthcare, retirement, and other workforce risk areas at two large consulting firms. In 2020, she took a leap of faith and founded Athena Actuarial Consulting, a certified woman-owned small business focused on delivering innovative, technology-driven actuarial and workforce analytics solutions to the private and public sectors.


                  Episode Highlights:


                  • Adrienne works with government, commercial, and insurance companies. (1:58)
                  • Growing up on the east coast of the US. (3:40)
                  • What if this was the culture of the whole company? (8:30)
                  • What was the experience of having a mentor that supported your vision? (10:14)
                  • Deloitte’s culture is to encourage people to continue their career path even if it leads them away from Deloitte. (15:09)
                  • Getting to know your clients on a personal level. (17:49)
                  • Supplier diversity is becoming increasingly prevalent among government entities. (20:01)
                  • Do you have any reference letters of reference that speak to the quality of work you’ve done? (24:31)
                  • What an incredible story. (27:03)

                  • Key Takeaway:


                    "It is what we all need to keep going in challenging times. When your business is your value, the life of an entrepreneur is a roller coaster filled with highs and lows. I find it fascinating to learn how other people have turned their beliefs into business. Therefore, maintain your current actions."


                    Resources:

                    LinkedIn

                    35 min
                  • Building a Vintage Style Home Décor Brand With Kimberly Reed

                    Kim Reed is the co-owner of Purple Rose home with her mother Vicki Martelli. Purple Rose Home was started in 1997 when Kim was just graduating high school and going off to college to study fashion design. She had no intentions of later joining her mom, but in 2005 mom beckoned Kim's creativity into the shop and together they've been growing their vintage style home décor brand, locally and online. This month marks its 25th anniversary in business.


                    Episode Highlights:


                    • Kimberly's push to get into fashion. (2:18)
                    • What happened to the curtain line? (4:22)
                    • Working with your mom. (6:35)
                    • What can we expect from you in the next couple of years? (9:00)
                    • The importance of taking a step back and looking at the community. (11:37)
                    • We all crave feedback. We are an agent of change. (14:15)
                    • How do we balance dopamine with self-worth? (16:43)

                    • Key Takeaway:


                      "I've been in a very reflective phase of my life, noticing both the highs and lows, and I have the perspective to see that this particular time is essential for our growth."


                      Resources:

                      LinkedIn

                      Website

                      27 min
                    • Taking Action to Fix a Toxic Workplace With Lauren Golanty & Kit Chaskin

                      Lauren Golanty works with brands and organizations to turn their purpose-driven efforts into movements, as the Senior Director of Partnerships at Public Good. She spent 20 years in the professional services sector and now seeks to revolutionize that industry and others with the Safe at Work Policy, a Fast Company 2022 World-Changing Idea. Lauren now seeks to engage a massive community of people, particularly women, in the movement to change the workplace for the better.



                      Episode Highlights:


                      • Lauren’s background and how she got into finance. (2:37)
                      • Why people are not reporting sexual harassment in the workplace. (6:27)
                      • How does a relationship with an individual who has gone through a traumatic experience flourish? (8:50)
                      • The toxic five reasons why people leave their jobs. (14:19)
                      • Why is there so much politics in the workplace? (16:11)
                      • What is the biggest problem with the current system? (20:22)
                      • The risk of an employee being harmed is different for every company. (23:07)
                      • How do we protect the people that make our business successful? (28:25)
                      • You can have a toxic workplace if you don’t take action to fix it. (30:58)

                      • Key Takeaway:


                        "We had a system that worked and was standard, but as time went on, it became flawed and didn't work for everyone, especially women. Therefore, it is now in our hands to challenge it once more and refuse to be satisfied with it until it is suitable for all."


                        Resources:

                        Lauren's LinkedIn

                        Lauren's Website

                        Kit's LinkedIn

                        Kit's Website

                        Kit's Twitter

                        39 min

                      About TranscendWithM

                      From the publisher's feed

                      Transcend With M is a global leadership and transformation podcast for ambitious leaders, founders, and professionals navigating growth, reinvention, and change in a rapidly evolving…