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…
This week I sat down with Financial Advisor and Certified Divorce Financial Analyst, Laurie Itkin. Laurie Itkin is a financial advisor and certified divorce financial analyst who specializes in helping women transition financially from married to single life. She is passionate about increasing the financial literacy of under-served populations and provides pro-bono financial planning through…
HOW DO I FOCUS ON MY HEALTH AND BUILD WEALTH AT THE SAME TIME? This week I sat down with holistic nutrition consultant, Drew Follette. Drew is a certified holistic nutrition consultant helping clients improve their health through whole-foods nutrition. She works one-on-one with those who struggle with hormone imbalances, digestive issues, autoimmune, and other…
CAN PRODUCTIVITY HELP ME TO LIVE ON PURPOSE? This week I sat down with Productivity Expert and founder of inkWELL Press, Tonya Dalton. Tonya is a productivity expert who started her first business in 2009 working out of her dining room juggling two small kids. By 2011, she had grown the business to the point…
HOW DO YOU TEACH YOUR YOUNG KIDS 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 across from readers and…
WHAT DO I REALLY NEED TO KNOW ABOUT RETIREMENT PLANNING? This week I sat down with fellow financial planner and CFP®, Jude Boudreaux. Jude is a Partner with The Planning Center. Previously he founded Upperline Financial Planning in 2010, and has been involved in the planning industry for 17 years. His personal mission is to…
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 and clients throughout my career. On today’s episode, I welcomed…
This week I sat down with Business Strategist, Natalie Eckdahl. Natalie Eckdahl is a Business Strategist and High Performance Coach who helps high-achieving women entrepreneurs across industries and time zones build, grow and scale their business while avoiding overwhelm. She’s the Founder of the BizChix Community and Podcast, and has been recognized as “One of…
In today’s episode I’m recapping a recent blog post I wrote giving you the pep talk you may need around your money. If you’re in need of a loving (and brief) kick-in-the-pants around your finances, this is for you! LINKS MENTIONED ON THE SHOW: Schedule a free 30-minute consultation with me Work Your Wealth: 9…
