Unleash Your True Value®

Lisa and I goof around while we waiting for Roger, the sound engineer, to test our sound levels for our podcast recordings.  We discuss cooking and empowering women. Listen to Lisa's Breaking Money Silence® episode,  Is there a ceiling to the amount of money I can make? here.

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Breaking Money Silence® Podcast was recorded at Sugarhouse Soundworks, LLC

Listen in on this thought-provoking conversation about women, money, and self-limiting beliefs that can sabotage business growth. Kathleen interviews Lisa Danforth, a business coach, speaker, and serial entrepreneur, on how to shift mindsets to achieve the next level of success. If you are a woman in business or work with one, this episode is for you.

Special announcement: Lisa has generously offered a complimentary consultation to any Breaking Money Silence® podcast listener. Subscribe to the Breaking Money Silence® podcast and mention the podcast when you sign up for a consultation here: Success Session. 

Lisa Danforth is a Business Strategist, Coach, and Speaker. She helps women business owners and leaders identify and create the boundaries that build a bridge to creating true work-life integration, aka Balance & Fulfillment. In the process, her clients learn to flip the self-sabotaging stories they’re wired to tell themselves so they can create more impact and income with less overwhelm and more joy. For more information, visit her website Lisa Danforth.

Breaking Money Silence® Podcast was recorded at Sugarhouse Soundworks, LLC

Have you seen the movie The Wolf of Wall Street and think the financial advising profession is full of aggressive white men? If so, you need to listen to this episode. Kate Healy, TD Ameritrade Institutional, Managing Director, Generation Next, talks about this myth and how it is harmful to the financial planning industry. Hear her insider view of the profession and learn how she is working toward increasing the gender and racial diversity in the field that she loves.

Kate Healy is Managing Director, Generation Next, focusing on advocacy for sustainability issues facing the Registered Investment Advisors (RIA) industry. Healy leads TD Ameritrade Institutional's NextGen and Women's Leadership Initiatives, which support the future of the profession through programs designed to raise visibility, provide support and resources to guide the professional development of the next generation of advisors. Follow Kate on Twitter at https://twitter.com/KateHealy_TDA and ping her if you have any questions.

Special Announcement:

Kate Healy will be honored on 11/21/2019 by Savvy Ladies, a non-profit dedicated to empowering women to be financially fit, at their annual gala. KBK Wealth Connection is a proud supporter of this great organization. Buy your ticket to the gala or donate to this good cause at https://www.savvyladies.org/gala.

Important Links:

Want to learn more about the profession? Check out Kate’s recommended organizations:

Certified Financial Planning (CFP) Board: https://www.cfp.net/

Financial Planning Association: http://www.onefpa.org

The National Association of Personal Financial Advisors: https://www.napfa.org/community/napfa-genesis

XY Planning Network: https://www.xyplanningnetwork.com/

Breaking Money Silence® Podcast was recorded at Sugarhouse Soundworks, LLC

Have you seen the movie The Wolf of Wall Street and think the financial advising profession is full of aggressive white men? If so, you need to listen to this episode. Kate Healy, TD Ameritrade Institutional, Managing Director, Generation Next, talks about this myth and how it is harmful to the financial planning industry. Hear her insider view of the profession and learn how she is working toward increasing the gender and racial diversity in the field that she loves. 

Kate Healy is Managing Director, Generation Next, focusing on advocacy for sustainability issues facing the Registered Investment Advisors (RIA) industry. Healy leads TD Ameritrade Institutional's NextGen and Women's Leadership Initiatives, which support the future of the profession through programs designed to raise visibility, provide support and resources to guide the professional development of the next generation of advisors. Follow Kate on Twitter at https://twitter.com/KateHealy_TDA and ping her if you have any questions. 

Special Announcement:

Kate Healy will be honored on 11/21/2019 by Savvy Ladies, a non-profit dedicated to empowering women to be financially fit, at their annual gala. KBK Wealth Connection is a proud supporter of this great organization. Buy your ticket to the gala or donate to this good cause at https://www.savvyladies.org/gala. 

Important Links:

Want to learn more about the profession? Check out Kate’s recommended organizations: 

Certified Financial Planning (CFP) Board: https://www.cfp.net/

Financial Planning Association: http://www.onefpa.org

The National Association of Personal Financial Advisors: https://www.napfa.org/community/napfa-genesis

XY Planning Network: https://www.xyplanningnetwork.com/

Do women still get married to pay off their debt and achieve financial stability? Tune in and find out what the research by Student Loan Planner tells us about gender and student loan debt, and how Travis Hornsby, the founder, helps professionals become more savvy about their payment options.

Travis Hornsby founded Student Loan Planner after helping his physician wife navigate ridiculously complex student loan repayment decisions. To date, Student Loan Planner has consulted on over half a billion in student debt. Travis is a Chartered Financial Analyst and brings his background as a former bond trader trading billions of dollars. For more information, visit https://www.studentloanplanner.com/.

 

Breaking Money Silence® Podcast was recorded at Sugarhouse Soundworks, LLC

Do women still get married to pay off their debt and achieve financial stability? Tune in and find out what the research by Student Loan Planner tells us about gender and student loan debt, and how Travis Hornsby, the founder, helps professionals become more savvy about their payment options. 

Bio:

Travis Hornsby founded Student Loan Planner after helping his physician wife navigate ridiculously complex student loan repayment decisions. To date, Student Loan Planner has consulted on over half a billion in student debt. Travis is a Chartered Financial Analyst and brings his background as a former bond trader trading billions of dollars. For more information, visit https://www.studentloanplanner.com/.

Are you curious about the cannabis industry? Interested in investing in the “Green Rush?” Listen to this interview with Emily Tuttle, Director of Marketing for iDry Systems and hear how the industry is rapidly changing and how complex it can be for businesses to get their banking needs met.

To find out more about iDrySystems and their work in the cannabis drying industry, go to iDrySystems.com or email Emily directly at [email protected].

If you enjoyed this episode, check out my interview with Jim Parker, founder of iDry Systems here. Better yet, subscribe on iTunes or your favorite podcast app and break money silence just by listening!

Emily Tuttle is the Director of Marketing for iDry Systems, a firm specializing in providing the cannabis and wood industry drying equipment to speed up the production process. Emily has traveled extensively, is fluent in two languages, and loves to hike in Vermont and around the world.

 

Breaking Money Silence® Podcast was recorded at Sugarhouse Soundworks, LLC

Do men build bigger businesses than women? Are they more profit-motivated or entrepreneurial? Find out when Kathleen interviews Jenneth (Jen) Fleckenstein, Co-Owner, Clear Water Filtration, Inc. and Partner, Collaborative Brewing. Two women business owners discussing the pros and cons of working in male-dominated industries. Listen in as we bust this myth wide open!

Jen is a passionate small businesswoman who has great care and concern for water quality and how it impacts people and the environment. She uses her passion as Co-Owner of Clear Water Filtration, a water treatment company located in Waitsfield, VT, providing residential and commercial water treatment installation and service to Vermont and areas of NH and NY. More recently, she co-founded a Collaborative Brewing with her brother and an award-winning brewer.

Special Announcement: Collaborative Brewing is opening a new tasting room in the Fall of 2019. Check out the website (https://www.vermontbrewers.com) and stop by the taproom if you come to the Mad River Valley. Ping me as I would be happy to have a Valarie Porter beverage with you!

Breaking Money Silence® Podcast was recorded at Sugarhouse Soundworks, LLC

Do men build bigger businesses than women? Are they more profit-motivated or entrepreneurial? Find out when Kathleen interviews Jenneth (Jen) Fleckenstein, Co-Owner, Clear Water Filtration, Inc. and Partner, Collaborative Brewing. Two women business owners discussing the pros and cons of working in male-dominated industries. Listen in as we bust this myth wide open!

Jen is a passionate small businesswoman who has great care and concern for water quality and how it impacts people and the environment. She uses her passion as Co-Owner of Clear Water Filtration, a water treatment company located in Waitsfield, VT, providing residential and commercial water treatment installation and service to Vermont and areas of NH and NY. More recently, she co-founded a Collaborative Brewing with her brother and an award-winning brewer.

Special Announcement

Collaborative Brewing is opening a new tasting room in the Fall of 2019. Check out the website (https://www.vermontbrewers.com) and stop by the taproom if you come to the Mad River Valley. Ping me as I would be happy to have a Valarie Porter beverage with you!