This week I sat down with financial planner Scott Frank chat about life planning – what it is and how it helps in using your money as a tool to achieve the life you want. Scott is the founder of Stone Steps Financial, a firm created to help professionals and families understand their financial lives…
This week I sat down with fellow Financial Planner and Abacus partner Neela Hummel to discuss what we see in breadwinning women. Neela is passionate about women taking their finances to the next level. Women are increasingly out-earning and in control of more money than their male counterparts, yet many company policies and financial services…
This week I sat down with Sarah Peck to discuss the work life balance, especially as a female in the entrepreneur world. Sarah is a writer, startup advisor, and yoga teacher based in New York City. She’s the founder and executive director of Startup Pregnant, a media company documenting the stories of women’s leadership across…
This week I sat down again with Ariel Ward, CFP® to talk about things to think about before buying a home. Ariel Ward, CFP® joined Workable Wealth in 2018 as a Financial Planner and in March of this year, made the move to Abacus Wealth Partners with me as a Financial Planner. She and I…
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…
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…
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…
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 Mattia, 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…
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…
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…
