Wealth Witches

In this episode, Katelyn sits down with high-ticket sales coach Maria Bayer, the creator of Irresistible Selling. With over $25 million in personal sales, Maria has helped countless entrepreneurs raise their rates, shorten their sales cycles, and step into confidence they didn’t know was possible.

Maria shares her journey from finance to software sales, the mindset shifts that transformed her income, and the importance of learning to sell in a way that feels authentic. She explains how avoiding proposals and tough conversations carries an unseen cost, why “benefit of the benefit” language changes everything, and how mastering sales skills spills into freedom, confidence, and generational wealth.

If you’ve ever dreaded sales calls or underpriced your services, this conversation will help you reframe selling as a tool for impact, freedom, and financial empowerment.

Key Takeaways

• Sales is about connection and transformation, not features and pressure.
• Mindset alignment can triple your income and confidence.
• Raising your rates works like compound interest.
• Avoidance in sales is an energetic block that delays wealth.
• Authentic sales ripple into every area of life, from family to financial freedom.

Guest Bio:

Maria Bayer is a leading sales and mindset strategist for wedding and event professionals who want to book next-level clients and scale their businesses to multi 6 and 7-figures. She teaches a modern sales approach that empowers clients to connect authentically, command top dollar, and achieve rapid results. Her clients often see a 2-10x sales increase within a year, transforming both their businesses and their belief in what’s possible.

As the creator of Irresistible Selling, Maria offers forward-thinking strategies for fast, sustainable growth without chasing or being salesy. With over $25 million in personal sales and a background negotiating with industry giants like Target and Best Buy, she equips her clients with advanced strategies that go beyond traditional wedding industry teachings, giving them a competitive edge.

A sought-after speaker, Maria has shared her expertise at top industry events and with organizations such as WIPA, ILEA, ABC, Be Sage, The Wedding Pro CEO Summit, Sarah Does SEO, Rock Paper Coin, Refine Collective, and many more, as well as corporate workshops and training sessions. Through her community, speaking engagements, and authorship, Maria is elevating the wedding industry by raising the bar on what business owners can charge and how much they can earn.

Connect with Maria Bayer:

Website: https://www.mariabayer.com/

Instagram: https://www.instagram.com/MariaBayer1

Apply to Irresistible Selling: https://members.mariabayer.com/2025-is/

Take the Sales Style Quiz: https://bit.ly/wedding-sales-quiz

Facebook Group: https://www.facebook.com/groups/LearnCollaborateFlourish

Book A Client in 5 Days Challenge: https://mariabayer.lpages.co/bac-challenge/

The Ultimate Booking Blueprint: https://bit.ly/booking-blueprint

🔮 Wealth Witches™ Monthly Membership🔮

Are you ready to take your financial journey to the next level? Join the Wealth Witches® membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Throughout October 2025 you can get 2 months free with our annual option! Sign up today: www.thefreelancecfo.biz/wealth-witches-podcast-member

Thanks for Listening:

Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share! Follow us on Instagram @WealthWitchesPodcast or drop us a message with your questions and episode requests. Looking for more finance tips, visit our main Instagram @thefreelancecfo.

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

DISCLAIMER: This Podcast may receive compensation for promoting or recommending products or services through affiliate links. We only recommend products and services that we believe are of value to our listeners. The content provided in this podcast is for informational purposes only and does not constitute professional financial, accounting, or legal advice. Listeners are advised to consult with qualified professionals before making any financial decisions. The Freelance CFO is not responsible for any actions taken based on the information provided.

Music credit: Neon Fairies by Wolves 

In this episode of the Wealth Witches Podcast, Katelyn welcomes Jenn Cohen, intuitive consultant and former entertainment industry executive, to explore how intuition can transform not just your personal life but also your career and company culture.

From navigating a life-changing spiritual experience at age 20 to bridging creativity and corporate strategy in her 27 years in entertainment, Jenn has seen firsthand how listening to your inner knowing leads to clarity, better decisions, and stronger alignment in teams.

Together, Katelyn and Jenn break down why intuition is not “woo”, it’s energy, strategy, and leadership. They discuss practical ways entrepreneurs and executives can use intuitive practices to improve decision-making, create more cohesive teams, and break free from toxic hustle culture.

If you’ve ever ignored your gut feeling only to regret it later, this conversation will show you how to recognize resistance, pivot with clarity, and lean into the guidance your intuition is already offering.

Key Takeaways

• Intuition is not your sixth sense; it’s your first sense.
• How Jenn used intuition in high-stakes corporate hiring and strategy.
• Practical ways to spot resistance in your business and turn it into aligned action.
• Why intention matters more than goals for building aligned teams.
• Tools for grounding yourself and hearing your intuition more clearly.

Guest Bio:

Jenn Cohen has always been fascinated by the power of intuition. Her journey into understanding this deeper, intuitive space began in her early 20s after a personal experience following the death of her father inspired her curiosity of how intuition would guide her life. 

Throughout her 27-year career in the Entertainment Industry—collaborating with major studios like DreamWorks, NBCUniversal, IMAX, and WarnerMedia—Jenn discovered that some of the most impactful decisions often stemmed from intuition. Her unique approach and insights not only set her apart but also led to career advancements and recognition in a highly competitive field.

After stepping away from the corporate world, Jenn embraced her calling as an intuitive consultant, applying her skills to help both individuals and organizations unlock their potential. Today, she empowers clients—from individuals to executives to entire teams—with practical tools to gain clarity, recognize blind spots, and make decisions aligned with their goals. Jenn’s programs and coaching sessions are designed to cultivate a stronger sense of purpose and enhance productivity, creativity, and connection in professional settings.

Jenn’s work supports individuals and companies alike, creating pathways for growth by blending intuitive insights with actionable strategies. She is dedicated to helping her clients break through self-imposed barriers, trust their inner voice, and achieve greater fulfillment in both personal and professional realms.

Connect with Jenn Cohen:

Website: https://www.jenncohenintuitive.com/

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

LinkedIn: https://www.linkedin.com/in/jenn-cohen-intuitive-consultant/

🔮 Wealth Witches™ Monthly Membership🔮

Are you ready to take your financial journey to the next level? Join the Wealth Witches® membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: www.thefreelancecfo.biz/wealth-witches-podcast-member

Thanks for Listening:

Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share! Follow us on Instagram @WealthWitchesPodcast or drop us a message with your questions and episode requests. Looking for more finance tips, visit our main Instagram @thefreelancecfo.

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

DISCLAIMER: This Podcast may receive compensation for promoting or recommending products or services through affiliate links. We only recommend products and services that we believe are of value to our listeners. The content provided in this podcast is for informational purposes only and does not constitute professional financial, accounting, or legal advice. Listeners are advised to consult with qualified professionals before making any financial decisions. The Freelance CFO is not responsible for any actions taken based on the information provided.

Music credit: Neon Fairies by Wolves 

When sales slow, it’s easy to panic, freeze, or throw spaghetti at the wall, hoping something sticks. In this solo episode, Katelyn Magnuson breaks down exactly how to navigate dips in sales and economic uncertainty without losing your footing.

From client relationships to financial planning, she shares how to spot early warning signs, make confident business decisions, and build stronger systems so you can bounce back with clarity. 

This episode is packed with real-life examples that show how small shifts can help you stay profitable and aligned.

If you’ve ever felt anxious about cash flow, worried about client bookings, or struggled with knowing what to do during off-peak seasons, this episode will leave you with practical strategies you can implement right away.

Key Takeaways

• Prioritizing client relationships and experiences is the strongest safety net during uncertain times.
• Early feedback loops help improve systems and foster trust with clients.
• Sales slowdowns don’t always mean failure; it’s often a chance to refine your offers or payment structures.
• Off-peak seasons can be used intentionally: rest, community-building, or creating new offers.
• Knowing your numbers gives you the confidence to make aligned business decisions.
• Aligned action (even small steps) reduces anxiety and keeps momentum moving forward.

🔮 Wealth Witches™ Monthly Membership Program 🔮

Are you ready to take your financial journey to the next level? Join the Wealth Witches™ membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: http://www.thefreelancecfo.biz/wealth-witches-podcast-member

Thanks for Listening:

Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share! Follow us on Instagram @WealthWitchesPodcast or drop us a message with your questions and episode requests. Looking for more finance tips, visit our main Instagram @thefreelancecfo.

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

DISCLAIMER: This Podcast may receive compensation for promoting or recommending products or services through affiliate links. We only recommend products and services that we believe are of value to our listeners. The content provided in this podcast is for informational purposes only and does not constitute professional financial, accounting, or legal advice. Listeners are advised to consult with qualified professionals before making any financial decisions. The Freelance CFO is not responsible for any actions taken based on the information provided.

Music credit: Neon Fairies by Wolves 

In this transformative episode of the Wealth Witches Podcast, Katelyn sits down with Danielle McCleerey to explore how human design, astrology, and nervous system regulation can radically shift the way you do business.

From her decade-long career at SoulCycle to building multiple thriving ventures, Danielle opens up about the turning points that shaped her approach to sustainable success, including the personal loss that became the catalyst for deep healing and transformation.

She shares her four-pillar framework for aligning your business with your energetic blueprint, how to identify and honor your “life context” and why choosing unfamiliar peace over familiar chaos is the key to lasting change.

Note: This was pre-recorded and may reference a time frame that is not current!

Key Takeaways

• Human design and astrology provide a blueprint for aligned living and business.
• Regulating your nervous system is essential for making clear, sustainable decisions.
• External validation can fuel burnout; alignment creates long-term success.
• Saying “no” to misaligned offers opens space for more peace and freedom.
• The future of business is connection-driven, transparent, and energetically aligned.

Guest Bio:

Danielle McCleerey is a multidimensional guide, speaker, and the founder of Danielle on the Daily, Inc., a brand rooted in soul, strategy, and sovereignty.

She has built multiple 6-figure businesses, reinvented herself more than once, and coached hundreds of entrepreneurs, artists, and leaders who refuse to settle for surface-level success. They seek depth, alignment, and truth.

Danielle is an industry leader in Human Design, astrology, somatic healing, neurolinguistics programming, meditation, and breathwork, using each of these tools to recover from burnout, grief, and the relentless pressure to perform.

With a stellium in Sagittarius in her 2nd house and a Leo Midheaven, she channels visionary truth, leads with fierce intuitive wisdom, and helps others build lives and legacies rooted in soul, value, and purpose.

As a Scorpio rising, Danielle sees the unseen, calls out the shadow, and transforms it into power. She holds nothing back.

Danielle believes that when you know yourself, you win. And when you embody that knowing, you change everything.

Connect with Danielle McCleerey:

Website: https://daniellemccleerey.com/

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

TikTok: https://www.tiktok.com/@danielle_onthedaily

Podcast: https://podcasts.apple.com/us/podcast/on-the-daily/id1548077381

🔮 Wealth Witches™ Monthly Membership🔮

Are you ready to take your financial journey to the next level? Join the Wealth Witches® membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: www.thefreelancecfo.biz/wealth-witches-podcast-member

Thanks for Listening:

Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share! Follow us on Instagram @WealthWitchesPodcast or drop us a message with your questions and episode requests. Looking for more finance tips, visit our main Instagram @thefreelancecfo.

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

DISCLAIMER: This Podcast may receive compensation for promoting or recommending products or services through affiliate links. We only recommend products and services that we believe are of value to our listeners. The content provided in this podcast is for informational purposes only and does not constitute professional financial, accounting, or legal advice. Listeners are advised to consult with qualified professionals before making any financial decisions. The Freelance CFO is not responsible for any actions taken based on the information provided.

Music credit: Neon Fairies by Wolves 

In this eye-opening episode of the Wealth Witches Podcast, Katelyn sits down with Leah Weinberg, a lawyer, author, and former wedding planner, to unpack one of the most misunderstood topics in the business world: the legal and financial differences between employees and independent contractors.

Whether you’re hiring your first team member or reviewing your current structure, Leah breaks down what every small business owner needs to know to stay compliant, avoid costly fines, and make confident decisions.

They also dig into the real risks of misclassification, why a contract doesn’t automatically protect you, and how your business might accidentally be waving red flags without even realizing it.

Key Takeaways

• Why misclassifying a contractor as an employee can trigger audits, fines, and back taxes.
• How to proactively audit your working relationships before the government does.
• The surprising red flags that can expose your business to legal risk.
• Identifying when it’s time to reassess, reclassify, and maybe even "tell on yourself" to the IRS.

Guest Bio:

Leah Weinberg is the founder of Weinberg Legal, an attorney, a recovering wedding planner, and the author of The Wedding Roller Coaster. 

After nearly a decade running her New York-based wedding planning company, Color Pop Events, she returned to her legal roots to support creative entrepreneurs and event professionals.

She’s also a longtime WeddingPro Educator with The Knot and WeddingWire, and speaks at industry events all over the world.

Connect with Leah Weinberg:

Website: https://www.weinberglegal.com/

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

LinkedIn: https://www.linkedin.com/in/leah-weinberg-50655a19/

🔮 Wealth Witches™ Monthly Membership🔮

Are you ready to take your financial journey to the next level? Join the Wealth Witches® membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: www.thefreelancecfo.biz/wealth-witches-podcast-member

Thanks for Listening:

Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share! Follow us on Instagram @WealthWitchesPodcast or drop us a message with your questions and episode requests. Looking for more finance tips, visit our main Instagram @thefreelancecfo.

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

DISCLAIMER: This Podcast may receive compensation for promoting or recommending products or services through affiliate links. We only recommend products and services that we believe are of value to our listeners. The content provided in this podcast is for informational purposes only and does not constitute professional financial, accounting, or legal advice. Listeners are advised to consult with qualified professionals before making any financial decisions. The Freelance CFO is not responsible for any actions taken based on the information provided.

Music credit: Neon Fairies by Wolves 

In this episode of the Wealth Witches Podcast, Katelyn sits down with international business and life guide Mel McSherry for a soul-deep conversation about human design, energy management, and building a profitable business rooted in who you actually are.

Mel shares their journey from being a personal trainer and coach to becoming a spiritual business guide, integrating human design into every layer of their work. Together, Katelyn and Mel explore how traditional business advice can lead to burnout, and how flipping the script through energetic alignment can unlock deeper clarity, profit, and joy.

If you've ever felt like entrepreneurship was exhausting, confusing, or misaligned, this episode offers radical permission to reimagine success on your own terms.

Key Takeaways

• Human design as a practical and profitable tool for sustainable business growth.
• How to structure your business around your energy type.
• Burnout from following copy-paste formulas.
• How spirituality and strategy co-exist in business.
• Prioritizing mental and emotional profitability for lasting financial abundance.

Guest Bio:

International business & life guide Mel McSherry helps inspired yet overwhelmed entrepreneurs honor their lives and become the architects of their own success. 

Mel uses their spiritual gifts, as well as their 14+ years of business building experience, to slash entrepreneurs’ stress and bring their success to life! Using both Human Design in partnership with traditional business development tools, Mel coaches others on how they can connect to what they want, understand how they are designed to create what they want, and implement their strengths and strategies, so every day they are profitable– mentally, emotionally and financially.

As an entrepreneur since 2010, Mel has launched two successful businesses, become a 2x published author, spoken almost 200 times all over the US and overseas, and created a true life by design– all while being the primary caregiver to their 13-year-old son who is autistic. 

Connect with Mel McSherry:

Website: https://www.melmcsherry.com/

Virtual Coffee with Mel: https://www.melmcsherry.com/contact

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

LinkedIn: https://www.linkedin.com/in/melmcsherry/

🔮 Wealth Witches™ Monthly Membership🔮

Are you ready to take your financial journey to the next level? Join the Wealth Witches® membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: www.thefreelancecfo.biz/wealth-witches-podcast-member

Thanks for Listening:

Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share! Follow us on Instagram @WealthWitchesPodcast or drop us a message with your questions and episode requests. Looking for more finance tips, visit our main Instagram @thefreelancecfo.

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

DISCLAIMER: This Podcast may receive compensation for promoting or recommending products or services through affiliate links. We only recommend products and services that we believe are of value to our listeners. The content provided in this podcast is for informational purposes only and does not constitute professional financial, accounting, or legal advice. Listeners are advised to consult with qualified professionals before making any financial decisions. The Freelance CFO is not responsible for any actions taken based on the information provided.

Music credit: Neon Fairies by Wolves

In this deeply reflective solo episode of the Wealth Witches Podcast, host Katelyn Magnuson opens up about the heaviness of the world right now and how she’s navigating it through community, connection, and choosing presence over perfection.

She shares her personal struggles living in a politically mismatched area, the loneliness that can come from feeling disconnected from her local community, and how she’s intentionally rebuilding, both locally and long-distance.

From planning batch cooking days with friends to romanticizing errands as quality time, Katelyn walks through what real, sustainable community looks like and how we can lean into it without falling into toxic hustle culture. This episode is also a powerful invitation to reject isolation and rediscover joy, even when the world feels overwhelming.

If you’ve been craving authentic friendships, value-aligned conversations, and deeper roots, this one’s for you.

Key Takeaways

• Community isn’t just about friends; it’s about shared values, mutual support, and showing up.
• Even errands, brunch, or cooking can be powerful ways to nurture relationships.
• Long-distance friendships can thrive with intention. 
• Consistent small gestures matter more than grand meetups.
• Local connection takes effort, especially in places that don’t align with your identity or values.
• In a world full of burnout and injustice, choosing joy, rest, and community is a radical act of resistance.

🔮 Wealth Witches™ Monthly Membership Program 🔮

Are you ready to take your financial journey to the next level? Join the Wealth Witches™ membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: http://www.thefreelancecfo.biz/wealth-witches-podcast-member

Thanks for Listening:

Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share! Follow us on Instagram @WealthWitchesPodcast or drop us a message with your questions and episode requests. Looking for more finance tips, visit our main Instagram @thefreelancecfo.

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

DISCLAIMER: This Podcast may receive compensation for promoting or recommending products or services through affiliate links. We only recommend products and services that we believe are of value to our listeners. The content provided in this podcast is for informational purposes only and does not constitute professional financial, accounting, or legal advice. Listeners are advised to consult with qualified professionals before making any financial decisions. The Freelance CFO is not responsible for any actions taken based on the information provided.

Music credit: Neon Fairies by Wolves 

In this honest and eye-opening episode of the Wealth Witches Podcast, Katelyn is joined by Certified Executor Advisor and bestselling author David Edey for a candid conversation about death, inheritance, and the legacy you leave behind.

David shares his personal story of spending 7 years, $50,000, and 10 court appearances settling his parents’ estate, even though they had a will. Now he’s on a mission to help families avoid the emotional and financial disasters that can happen when estate planning is delayed or ignored.

Together, they cover everything from executor horror stories and sibling fallout to digital asset planning and why updating your will isn’t enough. This episode is filled with practical tools, surprising stats, and necessary truths about the messiness of family, grief, and money.

Key Takeaways

• Why having a will isn’t enough—and what most people forget to update.
• The real workload (and emotional toll) of being an executor.
• How to initiate estate conversations with resistant or secretive family members.
• The power of digital asset planning and why it’s often overlooked.
• What to do today to make your estate easier on your loved ones tomorrow.
• Why financial literacy matters just as much as financial legacy.
• The biggest mistakes that leave families in chaos after death.

Guest Bio:

David Edey is a Certified Executor Advisor with over 40 years of experience in the financial planning industry, specializing in estate and legacy planning. He is the author of the bestselling book, "Executor Help: How to Settle an Estate, Pick an Executor, and Avoid Family Fights," and hosts the Executor Help Podcast, Stories of Life, Death and Legacy.

Connect with David Edey:

Website: https://www.davidedey.com/

The Executor Help Book: https://www.davidedey.com/executorhelpbook.html

Resources: https://www.davidedey.com/resources.html

LinkedIn: https://www.linkedin.com/in/david-edey-cea-b524342/

🔮 Wealth Witches™ Monthly Membership🔮

Are you ready to take your financial journey to the next level? Join the Wealth Witches® membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: www.thefreelancecfo.biz/wealth-witches-podcast-member

Thanks for Listening:

Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share! Follow us on Instagram @WealthWitchesPodcast or drop us a message with your questions and episode requests. Looking for more finance tips, visit our main Instagram @thefreelancecfo.

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

DISCLAIMER: This Podcast may receive compensation for promoting or recommending products or services through affiliate links. We only recommend products and services that we believe are of value to our listeners. The content provided in this podcast is for informational purposes only and does not constitute professional financial, accounting, or legal advice. Listeners are advised to consult with qualified professionals before making any financial decisions. The Freelance CFO is not responsible for any actions taken based on the information provided



Music credit: Neon Fairies by Wolves

In this deeply nourishing episode of the Wealth Witches Podcast®, Katelyn is joined by Certified Financial Planner™ and Life/Wealth Coach Melissa Hoyer for a heartfelt conversation about the intersection of wealth, self-love, and identity.

Melissa works with inheritors and individuals navigating financial transitions to bring calm, confidence, and clarity into their relationship with money. Through a holistic blend of financial planning and coaching, she helps clients align their wealth with their values and create lives rooted in abundance, not just dollars.

Together, Katelyn and Melissa explore how self-love fuels abundance, how to feel wealthy even when your bank account doesn’t reflect it, and why wealth without intention can lead to stagnation. They also dive into Sacred Money Archetypes™ and how understanding your financial personality can empower better decisions and deeper fulfillment.

Whether you're newly wealthy, navigating financial change, or simply ready to stop living from a place of scarcity, this episode will help you rethink what it really means to be rich, from the inside out.

Key Takeaways

• Why self-love is foundational to financial abundance.
• How to feel abundant even when you don’t feel “wealthy” yet.
• What Sacred Money Archetypes reveal about your money behavior.
• The challenges (and growth) that come with inheriting wealth.
• How “the Cauldron of Chaos” is part of any transformative financial journey.
• Why wealth can magnify both your joy and your pain — and how to work with that.
• What it looks like to truly thrive financially, emotionally, and spiritually.

Guest Bio:

Melissa Hoyer is a Certified Financial Planner™ and Life/Wealth Coach at The Wealth Conservancy. She specializes in helping inheritors and individuals with complex financial lives navigate their wealth with clarity and confidence.

Through her unique blend of coaching and planning, Melissa empowers clients to align their money with what matters most and live lives of deeper purpose and ease.

She also offers a private coaching program called Way Into Wealth, which blends practical guidance with inner work to help clients develop a thriving relationship with their finances.

Connect with Melissa Hoyer:

Website: https://www.thewealthconservancy.com/

Coaching Program: https://www.wayintowealth.com/

Email: [email protected]

🔮 Wealth Witches™ Monthly Membership🔮

Are you ready to take your financial journey to the next level? Join the Wealth Witches® membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: www.thefreelancecfo.biz/wealth-witches-podcast-member

Thanks for Listening:

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Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

DISCLAIMER: This Podcast may receive compensation for promoting or recommending products or services through affiliate links. We only recommend products and services that we believe are of value to our listeners. The content provided in this podcast is for informational purposes only and does not constitute professional financial, accounting, or legal advice. Listeners are advised to consult with qualified professionals before making any financial decisions. The Freelance CFO is not responsible for any actions taken based on the information provided

Music credit: Neon Fairies by Wolves

In this episode of the Wealth Witches Podcast, Katelyn sits down with portfolio manager and author John De Goey to unpack one of the most overlooked factors in personal finance: cognitive bias.

From optimism bias and confirmation bias to recency bias and emotional decision-making, John breaks down how our brains often sabotage our money moves, especially during periods of economic and political uncertainty.

Drawing from his book, John shares how many investors falsely believe they’re the exception to risk, why that can lead to poor decisions, and what we can do to recognize and course-correct.

Katelyn and John also dive into how historical patterns, behavioral economics, and even our upbringing influence financial habits more than we realize. 

Whether you're investing for the long term or feeling paralyzed by current market volatility, this episode will help you make clearer, more grounded financial decisions moving forward.

Key Takeaways

• Why optimism bias convinces people that bad financial outcomes won’t happen to them.
• The role of recency bias in shaping emotional investment decisions.
• How to spot and stop confirmation bias when managing your money.
• The difference between understanding advice intellectually vs. implementing it emotionally.
• How to "pre-mortem" your financial decisions to anticipate and prevent losses.
• Why holding yourself accountable (or getting a money buddy) helps reduce emotional mistakes.

Guest Bio:

John De Goey is a Portfolio Manager at Designed Securities and a leading voice for investor rights and client-first financial advice. With over two decades of experience, he and his team support families with $250K+ in liquid assets through cost-effective, evidence-based investment strategies.

A Certified Financial Planner (CFP), Certified Investment Manager (CIM), and FP Canada FELLOW, John is committed to raising the bar in financial services by promoting education, transparency, and ethical standards.

He’s been named one of Canada’s Top 50 Advisors twice by Wealth Professional Magazine and received the Donald J. Johnston Award in 2017 for lifetime contributions to financial planning.

Connect with John De Goey

Website: https://www.johndegoey.ca/

LinkedIn: https://www.linkedin.com/in/johndegoey/

Twitter: https://x.com/STANDUP_Today

YouTube: https://www.youtube.com/@makebetterwealthdecisions

Podcast: https://open.spotify.com/show/164ZrmvuxArL6kGYLCRPV3?si=97946d019d2e4cae

Bullshift: How Optimism Bias Threatens Your Finances: https://a.co/d/04O2L64

STANDUP to the Financial Services Industry: https://a.co/d/2Vl6zOn

The Professional Financial Advisor IV: https://a.co/d/eSQ2XgM

🔮 Wealth Witches™ Monthly Membership🔮

Are you ready to take your financial journey to the next level? Join the Wealth Witches™ membership for exclusive access to live training sessions on money, taxes, retirement, and business support. You'll also gain entry to our inclusive community where you can connect with like-minded individuals and get even more out of your financial journey. We're a community of passionate, purpose-driven entrepreneurs who see creating wealth holistically rather than stuck in another crypto-bro investing black hole membership. Join today: www.thefreelancecfo.biz/wealth-witches-podcast-member

Thanks for Listening:

Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share! Follow us on Instagram @WealthWitchesPodcast or drop us a message with your questions and episode requests. Looking for more finance tips, visit our main Instagram @thefreelancecfo.

Subscribe to The Podcast:

If you would like to get automatic updates of new podcast episodes, don't forget to subscribe. You can also give us a follow on your favorite podcast app.

Leave Us a Review:

Leave a 5-star review and include your IG handle to enter to win a free month of Wealth Witches Membership! We draw the winner at the beginning of each quarter.

Stay magical and empowered, and remember, wealth isn't just about dollars in the bank – it's about creating abundance in all aspects of your life.

DISCLAIMER: This Podcast may receive compensation for promoting or recommending products or services through affiliate links. We only recommend products and services that we believe are of value to our listeners. The content provided in this podcast is for informational purposes only and does not constitute professional financial, accounting, or legal advice. Listeners are advised to consult with qualified professionals before making any financial decisions. The Freelance CFO is not responsible for any actions taken based on the information provided

Music credit: Neon Fairies by Wolves