Work Your Wealth Podcast

• This week I had sat down with Jessica Rhodes to discuss how she launched and scaled her business in the very new industry of podcasting.

  Jessica is the founder and equal co-owner of Interview Connections, the first and leading podcast booking agency. She has scaled the business quickly to high multiple six figures, with nearly no direct marketing or ads, and will break through the 7-figure mark in 2019. The Interview Connections team of Booking Agents are the podcast powerhouses behind many of the record breaking book launches you've seen today, with clients such as Ali Brown, JJ Virgin, Perry Marshall, other authors you may know, and numerous PR agencies who hire them for their podcasting savvy and booking skills.

  Jessica started podcasting in 2014 with the launch of Rock The Podcast and also has co-hosted several other shows including The Podcast Producers and Womensplaining.

  She is the acclaimed author of Interview Connections: How to #RockThePodcast From Both Sides of the Mic and has been a featured speaker at Podcast Movement, Podfest Multimedia Expo, and Dream Business Academy. She is married and is the mom of two kids, Nathan and Lucy.

  HERE'S WHAT YOU'LL LEARN FROM THIS EPISODE:

  • The "blue ocean" Jessica discovered with podcast booking
  • The business transformation from when she first started to now
  • How to set pricing for your business
  • Knowing when it's okay to continue to increase pricing for your services
  • Why Jessica shifted her business model from contractors to employees
  • How employees worked better for her business model
  • The biggest struggle she faced when getting her business started
  • The financial approach she took when launching her business
  • Balancing business goals and personal goals
  • The background of bringing on Margy Feldhuhn as co-owner
  • Building a business without ads and marketing
  • Using your referral network to grow your business
  • How proactively asking for referrals can positively impact your business
  • Other avenues to market a business through your network
  • How to keep an eye on your business numbers when there is more than one owner

  LINKS WE MENTIONED ON THE SHOW:

  • Interview Connections

  GET SOCIAL WITH JESSICA AND LET HER KNOW YOU HEARD ABOUT HER HERE

  • Interview Connections
  • Jessica's e-mail
  • Instagram
  • Twitter

This week I sat down with Katie Krimitsos to discuss traits she sees in successful business owners.

Katie Krimitsos is a mom, wife, adventurer, podcaster, business coach, seeker and change maker. She's committed to brightening the light of women around the world through her Biz Women Rock community, which supports Women Entrepreneurs, and through the Women's Meditation Network, parent of the Meditation for Women Podcast, which provides guided meditations specifically created with the special journey of women in mind. She's passionate about giving women the tools, strategies and inspiration to live lives the truly love.

HERE'S WHAT YOU'LL LEARN FROM THIS EPISODE:

• How Katie got into business coaching
• A common trait among Katie's interviewees that seems to drive them forward in their respective businesses
• How Katie helps business owners strategize to get where they want to be
• Steps in managing your inner critic when it comes to your business
• The relationship between success and happiness and where your goals play a part
• Why you need to understand what YOUR success looks like and how to get there
• The impact of being willing to make mistakes
• Action items people commonly complete to meet their goals
• The meaning of building a successful business from the inside out
• Why you shouldn't compare your script with someone else's script
• The role financial awareness plays in the success of your business

LINKS WE MENTIONED ON THE SHOW:

• Cathy Heller's BizWomenRock podcast episode

GET SOCIAL WITH KATIE AND LET HER KNOW YOU HEARD ABOUT HER HERE

• Biz Women Rock
• Women's Meditation Network
• Katie's e-mail
• Facebook

This week I had changed things up a bit and became the interviewee! I invited my husband Brian on to chat about how we decided to sell my business.

Selling my business was no easy decision. There were months of discussions, months of debate and a lot figuring out what we wanted in life. On today's episode Brian and I chat about what led to selling my business, why we felt it was the right decision for us and some of the many things I am excited about coming up for Abacus Wealth Partners. We also chat about what you the listeners, clients, subscribers, etc. can expect going forward for the Workable Wealth and Work Your Wealth brands.

HERE'S WHAT YOU'LL LEARN FROM THIS EPISODE:

• How a big decision for your business impacts your family life
• The importance of discussing big business decisions with your significant other
• The opportunities that were available to Workable Wealth
• Factors that went into merging into a larger firm
• How Mary Beth learned and was exposed to Abacus Wealth Partners
• The push Mary Beth received through the mentorship program
• Why she explored the idea of a merger
• How the Chief Marketing Officer role played into the merger
• Mary Beth's discovery of "secret" Abacus
• The unique way Abacus onboards new employees
• How Abacus is walking their talk when it comes to diversity
• How the culture of Abacus impacted the merger decision
• Opportunities seen within Abacus for Workable Wealth and their clients
• What it came down to for Mary Beth to say "Yes" to Abacus
• The responses clients have given regarding the merger
• What readers, listeners, clients, etc. expect going forward
• Be on the look out for the "Money Circles" launch
• What the future holds for Workable Wealth

LINKS WE MENTIONED ON THE SHOW:

• Abacus Wealth Partners
• Mary Beth
• Exciting News to Share Blog Post
• Become an Abacus Client

LET'S CONNECT!

• Facebook
• Twitter
• Instagram

This week I sat down with author and fellow Certified Financial Planner, Laura Mattia to talk about the importance of financial literacy for women.

Laura, Ph.D., MBA, CFP, CDFA, is the author of Gender On Wall Street: Uncovering Opportunities for Women in Financial Services. With over 30 years of financial leadership experience, Laura has hired, mentored and trained hundreds of female financial professionals. Currently she is developing the new Personal Financial Planning degree at University of South Florida with a focus on gender and diversity.

HERE'S WHAT YOU'LL LEARN FROM THIS EPISODE:

• The driving force behind a woman's financial literacy
• Why both people in a relationship need to have an understanding of the finances
• Who's ultimate responsibility it is to manage finances
• How having common financials goals can impact your marriage
• What the fifth wave of women's movement looks like
• Where women need to get involved when it comes to money
• Why financial empowerment is so impactful
• Steps to take to let go of the "Bag Lady Syndrome"
• Laura's path into the financial planning arena and resources that helped her
• Organizations you may find helpful as a financial planner
• The stark differences between men and women's financial education

LINKS WE MENTIONED ON THE SHOW:

• NAPFA
• Laura's TedX Talk
• Women's Money Empowerment Network
• Gender On Wall Street: Uncovering Opportunities for Women in Financial Services

GET SOCIAL WITH LAURA AND LET HER KNOW YOU HEARD ABOUT HER HERE

• Laura's Website
• Laura's e-mail

• This week I sat down with Olympian and financial planner Lauryn Williams to discuss how to master money topics, specifically as it relates to athletes.

  Lauryn, CFP® is a 4-time Olympian, 3-time Olympic medalist and the first American woman to earn a medal in both the Summer and Winter Olympics Games.

  While pursuing professional sports Lauryn interacted with not one, but two financial advisors that didn't provide the services she needed. She asked friends what they were doing about their finances and the answers were vague and unsettling. Constantly looking for ways to make a difference in the lives of others, she decided to put her finance degree and MBA to use to fill the gap for young professional. Eager to learn everything she then pursued the Certified Financial Planning certification.

  Her company, Worth Winning, offers virtual services to help young professional get the answers to the financial questions that matter most to them. Whether that is creating a budget, figuring out a plan for paying off student loans, setting goals for savings or understanding your 401(k), Worth Winning is ready to help with all things personal finance.

  HERE'S WHAT YOU'LL LEARN FROM THIS EPISODE:

  • Lauryn's Olympic Journey and the worst place to end up in at the Olympics
  • Different financial income streams athletes tend to have
  • The financial effects of getting fourth place in the Olympics
  • Lauryn's moment when she knew she needed to take charge of her money
  • The different types of financial advisors and the ones to be cautious of
  • What led Lauryn to the Certified Financial Planner coursework
  • The story behind Lauryn's podcast Worth Listening
  • Why everyone needs a financial planner, regardless of your industry
  • Lauryn's transition from an Olympic athlete to a financial advisor
  • How to look at transitions
  • What planning ahead can do for you in all aspects of life
  • How to determine if you could you pivot if you needed to
  • Advice Lauryn has if you have two platforms you are entertaining
  • Why Lauryn wrote her book The Oval Office
  • The importance of being authentically you

  LINKS WE MENTIONED ON THE SHOW:

  • Worth Listening podcast
  • The Oval Office by Lauryn Williams

  GET SOCIAL WITH LAURYN AND LET HER KNOW YOU HEARD ABOUT HER HERE

  • Lauryn's Website
  • Lauryn's e-mail
  • Instagram
  • Twitter

This week I sat down with fellow financial planner and CPA Anjali Jariwala to discuss how to figure out how to find the right financial advisor for you.

Anjali Jariwala CPA, CFP® founded FIT Advisors to save her clients time and help guide them to better financial decisions. As a mom, business owner and wife of a physician, she understands the opportunities as well as challenges that young professionals face. Whether you're running a medical practice, looking at your first job or navigating money conversations in a new marriage - she knows your home life and financial future is not the average juggling act. Anjali believes in a more hands-on advising approach - we pull all the pieces together to provide you with peace of mind.

HERE'S WHAT YOU'LL LEARN FROM THIS EPISODE:

• Questions that come up around hiring a financial planner
• Barriers people put up for not hiring a financial planner
• How to address the emotional side of money
• How a financial planner can provide a safe space to talk about your money
• Important items to look for when searching for a financial planner
• Fiduciary explained and why your financial advisor should be in this category
• Fee-only versus fee-based financial planners
• A few things to consider when finding the right fit for your financial planner
• How comfort and the ability to relate can be crucial for picking your financial planner
• Why your financial planner shouldn't be afraid to have the tough conversations with you
• Why you may not get the sample plan you ask for when interviewing a financial planner
• The questions you SHOULD be asking instead
• The peace of mind a financial planner can bring to your life
• The fees discussed and the value that you get
• Why fees will be different when comparing financial planners
• Different options to pay your financial planner to make it work best for you
• The challenges and pitfalls you might run into down the "do it yourself" route

GET SOCIAL WITH ANJALI AND LET HER KNOW YOU HEARD ABOUT HER HERE

• Anjali's Website
• Anjali's e-mail
• Instagram
• Twitter
• Facebook
• Money Checkup podcast

This week I sat down with Licensed Mental Health Counselor and Certified Brainspotting Consultant Beth Medina to discuss why people run into business blocks with their business goals.

Beth is a Licensed Mental Health Counselor and Certified Brainspotting Consultant- turned business coach who helps professional service entrepreneurs break through the mental blocks that keep them stuck, exhausted, and broke.

She has adapted the therapeutic healing approach of Brainspotting for use in the business coaching setting. With Brainspotting, she helps entrepreneurs uncover and dissolve what's stopping them from taking necessary, decisive action in their businesses.

Beth is passionate about helping entrepreneurs eliminate any blocks they have around money so they can work profitably, serve conscientiously, and live generously.

HERE'S WHAT YOU'LL LEARN FROM THIS EPISODE:

• What brainspotting is and how it can help you in your business
• How to access your "yuck" to understand your anxious feelings
• A reason you might shy away from a business or financial goal you're trying to reach
• Where to start when you know you're not meeting your business goals
• How to use uncertainty to get to you to start moving forward
• What a journey looks like to get beyond money blocks
• How to look at money in a different way and develop a positive relationship with it
• How to recognize you have a block that's getting in the way of success
• Questions to ask yourself when you aren't on track with your goals
• Directions to go when you've identified what's causing you to be stuck
• Something everyone goes through with any kind of change
• Why it's so difficult to let go of the old way of doing things
• The importance of having very specific goals

LINKS WE MENTIONED ON THE SHOW:

• Beth Medina

GET SOCIAL WITH BETH AND LET HER KNOW YOU HEARD ABOUT HER HERE

• Beth's Website
• Beth's Email
• Facebook

What money moves have we made so far this year?

One of the fun parts of being a financial planner is getting to discuss some of the money moves we've made in our household knowing clients and readers are going through similar things. In these Work Your Wealth episodes I'll be taking time to address how we approached the different money situations and the results of our decisions. Today I'm talking about the 5 money moves we've made so far in 2019.

HERE'S WHAT YOU'LL LEARN FROM THIS EPISODE:

• Some money moves we are facing in our family that are common among clients too
• Figuring out what to do once you've surpassed savings goals
• Stop the over planning and constantly playing the "what if" game
• The importance of setting dollar amounts for your goals
• A better way to approach your money goals
• A different way to approach your charitable giving
• Utilizing a donor advised fund for your charitable contributions
• The advantages of using a donor advised fund
• The tax benefits through the use of a donor advised fund
• Why we offloaded our tax projections to our CPA
• Why you should lean on financial professionals when changes arise
• How to avoid underfunding and overspending
• How to remove some of the guilt around spending money
• What aligning your money with your goals can do for your life
• The significance of writing out your ideal day, month and year
• Three questions to really evaluate what's important to you
• What is getting in your way of living the life you want or love?
• The biggest thing I want for you around your finances

LINKS WE MENTIONED ON THE SHOW:

• Impact Assets Donor Advised Fund
• Fidelity Charitable Donor Advised Fund
• How to Manage Your Financial Anxiety Podcast
• Shonda Rhimes Year of Yes

LET'S CONNECT!

• Facebook
• Twitter
• Instagram
• Podcoin

This week I sat down with blogger and author Melanie Lockert to discuss the struggles people face when it comes to debt.

Melanie is the founder of the blog and author of the book, Dear Debt. Through her blog, she chronicled her journey out of $81,000 in student loan debt. Her work has appeared on Business Insider, Time, Huffington Post and more. She is also the co-founder of the Lola Retreat, which helps bold women face their fears, own their dreams and figure out a plan to be in control of their finances.

HERE'S WHAT YOU'LL LEARN FROM THIS EPISODE:

• Melanie's background and how she began educating others about debt
• What inspired Melanie to create Dear Debt
• The safe space and community she has created
• How debt can affect a person's mental health
• One of the top searches Melanie sees as it relates to debt
• The three taboo topics Melanie sheds light on
• The different types of letters to debt seen on her blog
• Why people write letters to thank the debt they've incurred
• Times debt can be a very good thing for people
• Melanie's debt journey and how she paid off $81K
• How being in debt is similar to the 5 stages of grief
• When Melanie hit the lowest of the low point
• The way she doubled her income in one year
• The ins and outs of Lola Retreat
• How the Lola Retreat came about and when the next event will be

LINKS WE MENTIONED ON THE SHOW:

• Dear Debt Blog
• Dear Debt Book

GET SOCIAL WITH MELANIE AND LET HER KNOW YOU HEARD ABOUT HER HERE

• Melanie's Website
• Lola Retreat
• Melanie's Email
• Twitter
• Instagram

What's on your reverse bucket list?

Taking time to celebrate wins is an important step in growing personally and professionally. Creating a reverse bucket list can assist in celebrating those wins. In today's episode I talk about the importance of pausing to reflect on what you've accomplished and how to create a bucket list to help you do just that. In a time when all we hear about is the "hustle" and working towards our next goal, it's also very impactful to pause and appreciate what we've already achieved.

HERE'S WHAT YOU'LL LEARN FROM THIS EPISODE:

• What a reverse bucket list is and the idea behind creating one
• The impact grateful recounting can have in your life
• Why it can be so challenge to speak about or even create your list
• How applying a reverse bucket list in a group setting can be beneficial
• Questions to ask yourself to help create a list that feels reflective of your achievements
• How to stay grounded and present in our lives
• The why behind celebrating your wins with other people
• The importance of celebrating other people's wins with them
• The power living in the present can have on your future goals
• How to know what should go on your list
• How often you should be celebrating your wins
• TAKE TIME TO CELEBRATE!

LINKS WE MENTIONED ON THE SHOW:

• Journal of Positive Psychology
• Work Your Wealth: 9 Steps to Making Smarter Choices With Your Money

LET'S CONNECT!

• Facebook
• Twitter
• Instagram