Episode

Episode 84: Overcoming Money Blocks through Brainspotting with Beth Medina

Behavioral Finance

Episode 84: Overcoming Money Blocks through Brainspotting with Beth Medina

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

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Episode 83: The 5 Best Money Moves We’ve Made in 2019

Behavioral Finance

Episode 83: The 5 Best Money Moves We've Made in 2019

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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…

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Episode 82: Facing Your Money Fears & Figuring Out Your Finances with Melanie Lockert

Behavioral Finance

Episode 82: Facing Your Money Fears & Figuring Out Your Finances with Melanie Lockert

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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…

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Episode 81: Creating a Reverse Bucket List and Celebrating Your Wins

Goal Planning

Episode 81: Creating a Reverse Bucket List and Celebrating Your Wins

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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…

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Episode 80: Breaking Financial Behavioral Biases with Daniel Crosby

Behavioral Finance

Episode 80: Breaking Financial Behavioral Biases with Daniel Crosby

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This week I sat down with psychologist and behavioral finance expert, Dr. Daniel Crosby to discuss the behavioral side of investing. Educated at Brigham Young and Emory Universities, Dr. Crosby helps organizations understand the intersection of mind and markets. Dr. Crosby’s first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York…

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Episode 79: Teaching Your Kids About Money with John Lanza

Cash Flow

Episode 79: Teaching Your Kids About Money with John Lanza

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This week I sat down with author and Chief Mammal, John Lanza to discuss how to teach your kids about money. John is the Chief Mammal of The Money Mammals and author of the new book for parents, The Art of Allowance: A Short, Practical Guide to Raising Money-Smart, Money-Empowered Kids. A pioneer in youth…

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Episode 78: Discovering Your ‘Enough’ with Paul Jarvis

Business Planning

Episode 78: Discovering Your 'Enough' with Paul Jarvis

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This week I sat down with entrepreneur and author Paul Jarvis to discuss why you don’t need to grow your business. Paul is a designer who likes writing (or vice versa) and has worked for himself since the 90s. He wrote a book called Company of One (Jan 15, 2019), published by Houghton Mifflin Harcourt. His courses—Creative Class and…

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Episode 77: Planning For the Unexpected with Nikki Semanchik

Family

Episode 77: Planning For the Unexpected with Nikki Semanchik

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This week I sat down with estate planning attorney, Nikki Semanchik to discuss what estate planning documents are a must and who should have them. Nikki is the Founding Attorney of Semanchik Law Group (SLG), a business, nonprofit and estate planning firm located in San Diego. Nikki started SLG because she wanted to create a…

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Episode 76: How to Start and Scale a Business with Autumn Witt Boyd

Business Planning

Episode 76: How to Start and Scale a Business with Autumn Witt Boyd

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This week I sat down with lawyer and entrepreneur, Autumn Witt Boyd to discuss how to start and scale a business. Autumn is an experienced lawyer who helps ambitious and creative business owners reach their big goals. Together with her team at The AWB Firm, Autumn guides online and e-commerce businesses as they grow. She…

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Episode 75: How to Manage Your Financial Anxiety

Behavioral Finance

Episode 75: How to Manage Your Financial Anxiety

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What Can I Do to Reduce My Financial Anxiety and Concerns About Money? One of the fun parts of being a financial planner is getting to field and answer questions from clients and readers all around the country. In these Work Your Wealth episodes I’ll be taking time to address and answer questions I’ve come…

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