We Are Augusta: Ep. 6

Guest: Becky Kaiser, VP of Corporate Partnerships

Motivation only gets you so far — discipline is what actually shows up every day. In this conversation, we talk about the mental and physical preparation that sports demand, and how those same habits shape success in business and life.

We dig into:
 🏆 Why "reinventing yourself" is essential in any career
 🤝 The importance of surrounding yourself with people smarter and more talented than you
 💪 How athletes prepare mentally so they're never caught off guard in the big moment
 📅 Why daily habits matter more than short bursts of motivation
 ⚽ The teamwork lessons sports teach that translate directly to business

Whether you're building a career, a business, or just trying to build better habits — this one's packed with real, practical insight from someone who's lived both sides: the field and the boardroom.

👍 If you enjoyed this, like, subscribe, and drop a comment below — what's a lesson from sports that's shaped your career?

Why “Augusta?”

Learn the story behind the name and the show.

Visit WeAreAugustaPodcast.com

About The Hosts

Jennifer Bennett, CF2 - Fiduciary Advisor

Jennifer Bennett entered the financial industry in 2008 during one of the most turbulent market periods in recent history. With a background in psychology and behavioral finance, she focuses on helping people navigate the emotional side of financial decision-making. On the show, Jennifer is the “Money Mindset Myth Buster,” tackling the beliefs that often hold people back from engaging with their finances.

Blaire Simmons, ChFC® - Family Office Fiduciary Advisor

Blaire Simmons is a fiduciary advisor and Portfolio Manager at Trajan Wealth with more than a decade of experience in financial services. She specializes in helping families align their investments with real-life goals rather than chasing market noise. On the podcast, Blaire is the “No Panic Portfolio Partner,” bringing calm and clarity to complex financial conversations.

Marti Bryant, CDFA ® - Fiduciary Advisor

Marti Bryant is a fiduciary advisor with more than two decades of experience helping clients navigate major financial transitions. Her background spans accounting, entrepreneurship, and comprehensive financial planning. On the podcast, Marti is the “No Drama Boundary Boss,” known for her direct, practical approach to difficult financial conversations.

Ready to take the next step in your financial journey?

• Take a free financial assessment: https://trajanwealth.com/tw-free-financial-assessment/
• Schedule a complimentary consultation with a Trajan Wealth advisor at https://trajanwealth.com/contact-us/

*Trajan Wealth an SEC registered investment advisor. Additional services through Trajan Estate & Trajan Tax. Information discussed during this program is intended for illustrative and entertainment purposes, and is not investment advice, or an offer to buy or sell any investment. Please consult your financial advisor for questions about your financial situation. All investments involve risk, and the potential for loss. Any examples given are strictly hypothetical. Your results may vary.

You Can't Stop What You Never Started:
 Clarity, Courage & Financial Momentum

With Guest: Amy Rhodes, Chief Marketing Officer, Trajan Wealth

In Episode 5 of We Are Augusta, the hosts sit down with Amy Rhodes, CMO of Trajan Wealth and seasoned brand builder, for a raw, inspiring conversation about what it truly takes to build momentum in life and finances. Amy unpacks the one thing that silently kills financial momentum — fear — and how getting radically clear on who you are is the first step to building real wealth.

Why “Augusta?”

Learn the story behind the name and the show.

Visit WeAreAugustaPodcast.com

About The Hosts

Jennifer Bennett, CF2 - Fiduciary Advisor

Jennifer Bennett entered the financial industry in 2008 during one of the most turbulent market periods in recent history. With a background in psychology and behavioral finance, she focuses on helping people navigate the emotional side of financial decision-making. On the show, Jennifer is the “Money Mindset Myth Buster,” tackling the beliefs that often hold people back from engaging with their finances.

Blaire Simmons, ChFC® - Family Office Fiduciary Advisor

Blaire Simmons is a fiduciary advisor and Portfolio Manager at Trajan Wealth with more than a decade of experience in financial services. She specializes in helping families align their investments with real-life goals rather than chasing market noise. On the podcast, Blaire is the “No Panic Portfolio Partner,” bringing calm and clarity to complex financial conversations.

Marti Bryant, CDFA ® - Fiduciary Advisor

Marti Bryant is a fiduciary advisor with more than two decades of experience helping clients navigate major financial transitions. Her background spans accounting, entrepreneurship, and comprehensive financial planning. On the podcast, Marti is the “No Drama Boundary Boss,” known for her direct, practical approach to difficult financial conversations.

Ready to take the next step in your financial journey?

• Take a free financial assessment: https://trajanwealth.com/tw-free-financial-assessment/
• Schedule a complimentary consultation with a Trajan Wealth advisor at https://trajanwealth.com/contact-us/

Follow Trajan Wealth on social media:

• Facebook: https://www.facebook.com/trajanwealth
•  Instagram: https://www.instagram.com/trajanwealth/
•  Linkedin: https://www.linkedin.com/company/trajan-wealth-llc/

*Trajan Wealth an SEC registered investment advisor. Additional services through Trajan Estate & Trajan Tax. Information discussed during this program is intended for illustrative and entertainment purposes, and is not investment advice, or an offer to buy or sell any investment. Please consult your financial advisor for questions about your financial situation. All investments involve risk, and the potential for loss. Any examples given are strictly hypothetical. Your results may vary.

Episode 4

Sometimes the numbers are the easy part — it's moving forward that's hard. A health crisis, a divorce, a career change, a death: life doesn't wait for you to feel ready. We talk through the questions worth asking when everything shifts — Do you have a plan? Are you ready to make the jump? Where are your boundaries? — and how working with a financial advisor can fit into navigating a major life transition.

Whether you’re already a savvy investor or just starting to get curious about money, this episode will feel like sitting down with four sharp, nonjudgmental friends who want you to win. Follow and subscribe to start taking the space you deserve.

Why “Augusta?”

Learn the story behind the name and the show. Visit WeAreAugustaPodcast.com

About The Hosts

Blaire Simmons, ChFC® - Fiduciary Advisor

Blaire Simmons is a fiduciary advisor and Portfolio Manager at Trajan Wealth with more than a decade of experience in financial services. She specializes in helping families align their investments with real-life goals rather than chasing market noise. On the podcast, Blaire is the “No Panic Portfolio Partner,” bringing calm and clarity to complex financial conversations.

Jennifer Bennett, CFF ® - Fiduciary Advisor

Jennifer Bennett entered the financial industry in 2008 during one of the most turbulent market periods in recent history. With a background in psychology and behavioral finance, she focuses on helping people navigate the emotional side of financial decision-making. On the show, Jennifer is the “Money Mindset Myth Buster,” tackling the beliefs that often hold people back from engaging with their finances.

Marti Bryant, CDFA ® - Fiduciary Advisor

Marti Bryant is a fiduciary advisor with more than two decades of experience helping clients navigate major financial transitions. Her background spans accounting, entrepreneurship, and comprehensive financial planning. On the podcast, Marti is the “No Drama Boundary Boss,” known for her direct, practical approach to difficult financial conversations.

Ready to take the next step in your financial journey?

Take a free financial assessment: https://trajanwealth.com/tw-free-financial-assessment/

Schedule a complimentary consultation with a Trajan Wealth advisor at https://trajanwealth.com/contact-us/

*Trajan Wealth an SEC registered investment advisor. Additional services through Trajan Estate & Trajan Tax. Information discussed during this program is intended for illustrative and entertainment purposes, and is not investment advice, or an offer to buy or sell any investment. Please consult your financial advisor for questions about your financial situation. All investments involve risk, and the potential for loss. Any examples given are strictly hypothetical. Your results may vary.

Small leaks sink big ships – especially in your financial life.

In this episode of "We Are Augusta", we dig into spending habits, subscription creep, emotional triggers, and the psychology of financial avoidance. Then Marti, Jennifer, Arrin, and Blaire give practical advice that helps you get a handle on what is really worth the money and how to stop the leaking before the draining gets out of control!

Our four hosts are seasoned fiduciary advisors who have guided clients through all of life’s stages. They have experience building wealth, raising families, and helping clients navigate the inevitability of personal loss while protecting assets for the future.

Whether you’re already a savvy investor or just starting to get curious about money, this episode will feel like sitting down with four nonjudgmental friends who want to share insights on how to thrive no matter where life finds you. Follow and subscribe to start taking the space you deserve.

Why “Augusta?”
Learn the story behind the name and the show. Visit WeAreAugustaPodcast.com

Ready to take the next step in your financial journey?
Take a free financial assessment: https://trajanwealth.com/tw-free-financial-assessment/
Schedule a complimentary consultation with a Trajan Wealth advisor at https://trajanwealth.com/contact-us/

Follow Trajan Wealth on social media:
Facebook: https://www.facebook.com/trajanwealth
Instagram: https://www.instagram.com/trajanwealth/
Linkedin: https://www.linkedin.com/company/trajan-wealth-llc/

*Trajan Wealth an SEC registered investment advisor. Additional services through Trajan Estate & Trajan Tax. Information discussed during this program is intended for illustrative and entertainment purposes, and is not investment advice, or an offer to buy or sell any investment. Please consult your financial advisor for questions about your financial situation. All investments involve risk, and the potential for loss. Any examples given are strictly hypothetical. Your results may vary.

Sources:
https://business.smu.edu.sg/master-wealth-management/lkcsb-community/how-beat-third-generation-curse
https://www.thewilliamsgroup.org/our-story/

Women live longer, but their money often doesn’t.

In this episode of We Are Augusta, we break down why longevity risks hit women harder and what practical steps can be taken to make a big impact for building durable wealth that can not only survive, but thrive with whatever life has in store.

Our four hosts are seasoned fiduciary advisors who have guided clients through all of life’s stages. They have experience building wealth, raising families, and helping clients navigate the inevitability of personal loss while protecting assets for the future.

Whether you’re already a savvy investor or just starting to get curious about money, this episode will feel like sitting down with four nonjudgmental friends who want to share insights on how to thrive no matter where life finds you. Follow and subscribe to start taking the space you deserve.

Why “Augusta?”

Learn the story behind the name and the show. Visit WeAreAugustaPodcast.com

*Trajan Wealth an SEC registered investment advisor. Additional services through Trajan Estate & Trajan Tax. Information discussed during this program is intended for illustrative and entertainment purposes, and is not investment advice, or an offer to buy or sell any investment. Please consult your financial advisor for questions about your financial situation. All investments involve risk, and the potential for loss. Any examples given are strictly hypothetical. Your results may vary.

Stop shrinking yourself to fit into rooms you were born to own. In the first episode of We Are Augusta, four financial advisors discuss the turning points that changed how they approached money, careers, and negotiations. An honest conversation about boundaries, confidence, and the realities women face in financial decision-making.

Why “Augusta?”  Learn the story behind the name, meet the hosts, and connect with resources.

Visit ⁠WeAreAugustaPodcast.com⁠

*Trajan Wealth an SEC registered investment advisor. Additional services through Trajan Estate & Trajan Tax. Information discussed during this program is intended for illustrative and entertainment purposes, and is not investment advice, or an offer to buy or sell any investment. Please consult your financial advisor for questions about your financial situation. All investments involve risk, and the potential for loss. Any examples given are strictly hypothetical. Your results may vary.