WHY AM I SO AFRAID OF PUBLIC SPEAKING? This week I sat down with Media and Communication Coach, Angela Chee. Angela is a Media/On-Camera and Communication Coach, TV Host, Speaker and Creator of YOU, Amplified!™ and The Empowered Thought Leader Academy™. She helps leaders and entrepreneurs who are ready to become the THE Go-to experts…
WHAT SHOULD I CONSIDER ABOUT INFERTILITY TREATMENTS AND MY FINANCES? 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 across from readers…
This week I sat down with attorney and business strategist, Annette Stepanian. Annette Stepanian is an attorney and business strategist who equips other creative professionals and small business owners with the legal and business knowledge needed to confidently start and grow their businesses. After practicing litigation at a national law firm in San Francisco for…
WHY IS IT IMPORTANT TO GOAL PLAN WHEN GROWING A BUSINESS? This week I sat down with author, publisher and speaker, Lara Casey. Lara Casey is a mom to three (one through the gift of adoption), a grateful wife, and a believer in the impossible (she and her husband have quite the story!). She is…
This week I sat down with CPA, Josh Bauerle. Josh is a CPA an the founder of CPA on Fire, a tax and accounting firm that specializes in working with online based entrepreneurs. HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE: An overview of some of the big changes with the new tax reform. Updates to…
This week I sat down with Money Mindset Maven, Tonya Rineer. Tonya Rineer is a Speaker, Podcast Host and Money Mindset Maven who helps women entrepreneurs super-charge their profit potential by revolutionizing the way they think and feel about money! Her fun, action-packed coaching style helps women amp up their mindset and create value-based profit…
HOW DO I ACTUALLY MAKE PROGRESS WITH MY MONEY THIS YEAR INSTEAD OF SETTING GOALS I NEVER REACH? 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…
This week I sat down with business strategist, Katie Hunt. Katie Hunt is the founder of Tradeshow Bootcamp, host of the Proof to Product Podcast, a business strategist, and a mentor to creative entrepreneurs. She is a firm believer in professional development, surrounding yourself with community and pushing go even when you might not feel…
AM I HANDLING MY STUDENT LOANS CORRECTLY? This week I sat down with fellow CERTIFIED FINANCIAL PLANNER™ and blogger, Natalie Bacon. Natalie is a CERTIFIED FINANCIAL PLANNER™ at a registered investment advisory firm during the day, and a blogger at night. She’s been featured in Forbes, CNBC, MSNBC, US News, and The Huffington Post. Before…
This week I sat down with CPA and Tax Professional, John McCarthy. John is a CPA and founder of McCarthy Tax Preparation and Advisor Facing Tax where he has helped families and small businesses with income taxes and planning for the past 15+ years. He is also a past member of XY Planning Network, a…
