Reaching Abundance

Reaching Abundance

Podcasting for Financial Service Professionals

Every business needs a reliable marketing arm that consistently and automatically attracts potential clients, and these guests have a successful, active podcast doing exactly that! Learn how they started, what changed, and how they’ve grown since becoming a podcast host. We’ll reveal podcasting strategies that work and prep you for the emotional rollercoaster that occurs any time you step up to play big in life. Find out how workload, relationships, and money played a role in business owners’ decisions, emotions, and mental health during various stages in their business, when they made key decisions about hiring, marketing, and outsou...

How to Name Your Podcast: Identify the Gap in Your Industry | Bri Conn | Ep 54

How to Name Your Podcast: Identify the Gap in Your Industry | Bri Conn | Ep 54

What if you niched down so far that you only served a very specific, small sub-set of the population?   That’s exactly what Jay Zigmont and Bri Conn did when they established the Childfree Wealth® podcast and brand. Both of them saw a gap in the traditional CFP curriculum that left childless couples and singles adrift, and took action to change that.   Now Bri and Jay have more clients than they imagined – all because of their extremely clear brand name. Could you possibly name your brand or you

Feb 20, • 38:43

Podcasting For Financial Advisors | Eric Brotman | Ep 53

Podcasting For Financial Advisors | Eric Brotman | Ep 53

From the moment you pass your first Series exam, you’re a money expert far beyond that of a typical American. Your ability to educate the average Joe about budgeting, investing, tax strategies, and legacy has the potential to change thousands of peoples’ lives (and future generations) for the better – you know this, because this is very likely WHY you chose this path.   But sitting on your idea helps no one.   Never pursuing your book, podcast, etc. because you were afraid compliance would say n

Feb 13, • 43:40

How To SEO Your Show: Making It Easy for Ideal Clients to Find Your Podcast | Ep 52

How To SEO Your Show: Making It Easy for Ideal Clients to Find Your Podcast | Ep 52

Learn the exact SEO strategies we use to help our podcast clients get found. You’ll find out how to tweak the written content around your podcast to make any algorithm display your content to your potential clients. Listen for tips to create the best titles, include key information in your show notes, and use transcripts to your advantage.  Getting your podcast to appear in your ideal clients’ search results is the goal, but finding out HOW to do so is tough when all the headlines are just hype

Feb 6, • 45:08

I Am the CEO: Balancing Motherhood and Business | Camille Walker | Ep 51

I Am the CEO: Balancing Motherhood and Business | Camille Walker | Ep 51

Moms already juggle countless roles. Adding entrepreneurship to the mix can feel like a recipe for burnout.  Virginia welcomes Camille Walker, inspiring business coach and host of the Call Me CEO Podcast. Camille empowers women to embrace their roles as the leaders of their lives and businesses, offering time audits to help them pursue their passions with greater intention, focus, and energy.  Camille prioritizes mental and physical well-being and stresses the importance of recognizing when it’s

Jan 30, • 54:18

Preparing Your Business for a Smooth Handoff: A Guide to Profitable Exits  | David Barnett | Ep 50

Preparing Your Business for a Smooth Handoff: A Guide to Profitable Exits | David Barnett | Ep 50

Owning a small business is challenging, and selling it can be a complex process. Having someone with industry experience in your corner can make a huge difference.   Joining us today is David Barnett, former finance broker turned business broker and then consultant. As a finance broker, he witnessed firsthand the struggles small business owners encounter when buying or selling a business. Now through his consulting, he provides unbiased advice, prioritizing client needs without the conflicts of

Jan 23, • 55:03

How to Strategically Allocate Time & Effort in Your Business | Jen Smith | Ep 49

How to Strategically Allocate Time & Effort in Your Business | Jen Smith | Ep 49

True abundance is about having the money, health, and time for a fulfilling life.  Virginia talks with Jen Smith, a leading voice in financial education and co-host of the Frugal Friends Podcast. Jen helps people manage their money better so they can have the freedom to pursue their passions and strongly believes business owners must use their time and energy wisely to achieve success.   Her decision to prioritize publishing her book “Buy What You Love Without Going Broke” over launching a YouTu

Jan 16, • 46:44

Podcast Productivity Secrets: Batching, Time Blocking, and Consistency | Ep 48

Podcast Productivity Secrets: Batching, Time Blocking, and Consistency | Ep 48

Podcasts & YouTube are booming, but creating them can take a ton of time...if you don’t have systems or help or both. To succeed, business owners must maximize efficiency in every production stage, from planning to recording to publishing.    Optimizing Your Podcast Production Process Advance preparation and efficient recording practices such as setting up recording space, minimizing distractions, and testing tech can help simplify the process and improve your audience’s experience.  Discover ho

Jan 9, • 21:00

The Art of Unfocused Focus | Pete McPherson | Ep 47

The Art of Unfocused Focus | Pete McPherson | Ep 47

Burnout, hustle, and grind – these words often define entrepreneurship. But it's time to rethink our strategy for success. Launching a new project or business should fuel your energy, not drain it.  Virginia welcomes Pete McPherson, founder of Do You Even Blog, and creator of many YouTube channels, blogs, and SAAS products for entrepreneurs. Forging a career path outside traditional norms, Pete shares the highs and lows of tackling projects, the benefits of starting a podcast, how he’s navigated

Jan 4, • 55:32

Niche Down, Rise Up: How Authentic Content Attracts Your Ideal Clients | Patrick Lonergan | Ep 46

Niche Down, Rise Up: How Authentic Content Attracts Your Ideal Clients | Patrick Lonergan | Ep 46

What if achieving financial freedom required walking away from the promise of a lucrative career path? Entrepreneurship may not offer immediate financial gain, but the rewards of pursuing one's own vision often make the risks worthwhile. Joining the show today is Patrick Lonergan, founder of financial advisory business Vital Wealth and host of the Vital Strategies podcast. Patrick reveals why he left law school despite a full scholarship and how bold content strategies, strategic outsourcing, an

Dec 26, 2024 • 1:01:47

Building a Strong Foundation for Your Podcast | Ep 45

Building a Strong Foundation for Your Podcast | Ep 45

Aligning your podcast with your business mission expands your brand's reach. This allows you to share compelling content on your own show and effectively market yourself as a guest on other podcasts.  Consistently delivering engaging content that resonates with your audience and authentically reflects your brand values is crucial for the growth of both your podcast and your business. Learn how to align your podcast with your brand's mission by defining your ideal listener, establishing content p

Dec 19, 2024 • 16:11

No-Nonsense Strategies for Online Business Growth | Katie Miller | Ep 44

No-Nonsense Strategies for Online Business Growth | Katie Miller | Ep 44

The constant barrage of online business tips and strategies can be overwhelming and confusing for entrepreneurs. It's hard to know what online business advice to trust amongst a sea of conflicting opinions. Today’s episode features Katy Miller, host of the podcast Katy Calls BS and founder of Miller Social, a social media strategy and course creation coaching firm. Katy doesn't mince words when describing the misery that can arise in business without clear boundaries, efficient content creation

Dec 13, 2024 • 44:20

Nurturing Trust and Connection: Leveraging Strategic Engagement | Hillary Gale | Ep 43

Nurturing Trust and Connection: Leveraging Strategic Engagement | Hillary Gale | Ep 43

Are you effectively engaging potential clients in your marketing funnel? Marketing success for financial advisors hinges on strategic content and strong connections with key audiences.  In today’s episode, Hillary Gale, the founder of Moneta Copy, dives into the critical role of lead magnets and email sequences in marketing strategies for financial professionals. Hillary stresses the value of knowing your audience and giving them what they want to keep them coming back for more.  Crafting Effect

Dec 5, 2024 • 46:42

Building Abundance, One Step at a Time | Tae Kim | Ep 42

Building Abundance, One Step at a Time | Tae Kim | Ep 42

The classic fable "The Tortoise and the Hare" illustrates that slow and steady progress leads to success. This same principle applies to reaching financial contentment: patience and persistence are key; it is a marathon, not a sprint.  Today you’ll hear from Tae Kim, the creative mind behind the Financial Tortoise YouTube Channel. Through his unique content and minimalist philosophy, Tay teaches us that having "enough" is powerful. He shares how a simple, intentional approach to money can lead t

Nov 28, 2024 • 40:12

Financial Literacy 101 | Hassan Thomas | Ep 41

Financial Literacy 101 | Hassan Thomas | Ep 41

Why are some people better with money than others? It's simple: financial literacy. From budgeting and saving to investing and retirement planning, financial education is essential for long-term financial success.  Joining the show today is Hassan Thomas, a former student athlete turned entrepreneur dedicated to helping college students navigate financial challenges and build wealth. Hassan aims to change lives one person at a time and empowers young people with financial knowledge through his s

Nov 21, 2024 • 25:52

Turning Conference Connections into Real (Profitable) Relationships | Ep 40

Turning Conference Connections into Real (Profitable) Relationships | Ep 40

Podcasts have become a powerful tool for networking and connecting with industry experts, thought leaders, and influencers. But the real magic happens when you go beyond just having them on your show and actually nurture those relationships for the long haul. Discover the secrets to turning conference acquaintances into valued collaborators. Understand how to leverage ICE, CUE and ART—strategic approaches to content creation, resource utilization, and increased engagement. By harnessing the powe

Nov 14, 2024 • 35:21

Empathy in Action: Amplifying Marginalized Voices | Anna DeShawn | Ep 39

Empathy in Action: Amplifying Marginalized Voices | Anna DeShawn | Ep 39

In a world where negativity and online trolls are just a tweet away, Anna DeShawn’s approach to business and compassion is a breath of fresh air.   In today’s episode, you’ll learn more about Anna’s mission to uplift underrepresented voices and redefine media for Black and Brown LGBTQIA+ communities. The landscape of podcasting and radio is constantly evolving, and her dedication to building relationships and authentic engagement emphasizes the importance of meeting your audience where they are.

Nov 7, 2024 • 45:53

Reclaim Your Time: Strategic Business Management | Katie Brinkley | Ep 38

Reclaim Your Time: Strategic Business Management | Katie Brinkley | Ep 38

Time is a precious commodity. If you had more of it, what would you prioritize?  Today’s guest is Katie Brinkley, owner of social media agency Next Step Social Communications, host of the Rocky Mountain Marketing Podcast, and author of the Social Shift. Imagine being a social media expert who advocates for spending less time scrolling and more time living—Katie does just that!  Katie shares her unique insights on finding abundance in business ownership. Her story is a powerful reminder to grant

Oct 31, 2024 • 40:06

A Blueprint for Work-Life Balance | Jenn Drummond | Ep 37

A Blueprint for Work-Life Balance | Jenn Drummond | Ep 37

True abundance encompasses much more than just wealth—it's about time, health, and having the freedom to live life on your own terms.  Joining the show today is the remarkable Jenn Drummond, author of BreakProof and the first woman to scale the Seven Second Summits. Jenn's journey is a testament to redefining success, balancing career and family, and living a truly vibrant life.   Jenn shares candid insights from her early days of cold calling to growing a thriving business to becoming a success

Oct 24, 2024 • 48:13

Podcast Growth Tactics | Ep 36

Podcast Growth Tactics | Ep 36

It takes more than a few episodes to attract a large audience and more than just posting on social media to get the word out about your podcast. If you’ve been podcasting for a short while and aren’t feeling the love or thought you’d be reading more people by now, this episode is for you.   Learn about the three pillars of podcast growth and take the self-audit questionnaire to discover where your biggest gaps are. With that information, you can lean into the specific tactics explained in that c

Oct 17, 2024 • 27:58

Scaling Agencies by Building Relationships and Systems | Audrey Joy Kwan | Ep 35

Scaling Agencies by Building Relationships and Systems | Audrey Joy Kwan | Ep 35

Want to scale your service-based business? Avoided calling it an agency like I have?   Today, you get to meet Audrey Joy Kwan, who’ll change your mind about boldly proclaiming your agency status and/or working with well-built agencies to accomplish your business goals.   Audrey shares that her personal definition of abundance is in doing meaningful work, making a positive impact, and balancing earnings with personal time –alluding to why she helps agency owners AND why she’s chosen to podcast to

Oct 10, 2024 • 43:20

Create Calm in Your Business by Looking Beyond Margins | Susan Boles | Ep 34

Create Calm in Your Business by Looking Beyond Margins | Susan Boles | Ep 34

If you’ve experienced burnout, in corporate or in your own business, you know you never want to be there again. But what if you felt stuck in a burnout-bust cycle you didn’t know how to stop?   In this episode, meet Susan Boles, who now owns Beyond Margins where she uses her operations and financial reporting experience to help business owners find CALM in their business through automations, operational efficiencies, and metrics beyond the traditional financial statements.   Susan knows from exp

Oct 3, 2024 • 50:43

Differentiating Yourself by Disrupting the System for Equity | Meg K. Wheeler | Ep 33

Differentiating Yourself by Disrupting the System for Equity | Meg K. Wheeler | Ep 33

Wondering how to stand out among the crowd of navy-blue suits? If you’re clear on your core values and passionate about issues that serve your ideal audience, questioning the status quo and speaking out is your ticket. When your actions, words, and how you show up online align with your core beliefs, you’ll become magnetic to those who believe those same things.  Constant Adaptation: The Key to Sustainable Entrepreneurship  Question the status quo in decision-making for personal and professional

Sep 27, 2024 • 45:06

Sustainable Entrepreneurship on Purpose | Andy Hill | Ep 32

Sustainable Entrepreneurship on Purpose | Andy Hill | Ep 32

Time freedom is at the top of the wishlist for entrepreneurs, and Andy Hill of Marriage Kids and Money is no different. Interestingly enough, however, that desire manifests differently across every business owner’s journey.   When Andy left corporate with a number in mind, he knew podcasting was his key to a joyful entrepreneurial journey, but didn’t necessarily have a plan to make money. After a few sponsors floated his direction and he built a solid reputation for great content, he started coa

Sep 19, 2024 • 52:06

Personal Confidence with Professional Counsel | Monica Burkoth | Ep 31

Personal Confidence with Professional Counsel | Monica Burkoth | Ep 31

She's a successful trial attorney arguing high-stakes cases, but after becoming a mother, the inner tug to redefine herself beyond the courtroom surfaced loudly. Monica Burkoth, our guest, was challenged to look inward to find fulfillment through an authentic expression of herself, service to others, and something she was afraid might damage the way she was perceived in the legal world... a podcast.    Balancing Act: How Monica Burkoth Merged Motherhood, Law, and Entrepreneurship    Listen in to

Sep 13, 2024 • 39:42

Podcasting ROI for Your Business | Ep 30

Podcasting ROI for Your Business | Ep 30

Unlock the hidden potential of your podcast with insights that go beyond the traditional metrics of direct sales. Discover how to measure your podcast's ROI using eight innovative metrics from your brand authority, client engagement, and much more. Learn how to quantify mentions, backlinks, and speaking opportunities into tangible dollars, all thanks to your podcast.     Secrets to Elevating Your Podcast's Value:  (03:30 - 05:27) Boosting your Brand Authority  (12:55 - 14:42) Repurposing Your Po

Sep 6, 2024 • 41:32

Podcast Mic and Camera Tips and Pre-Recording Coaching | Ep 29

Podcast Mic and Camera Tips and Pre-Recording Coaching | Ep 29

I got a mic, now what? Where's the best spot for my camera? Is my lighting okay?   Questions about proper set up of equipment are common, and usually DIYers miss something.   Follow the instructions in this episode and you can’t get it wrong. From mic technique, camera positioning, recommended recording platforms, and preventing mic bleed, this guide is intended to provide you confidence in knowing you’ve checked off everything on the list.   Whether you plan on recording interviews or with a co

Aug 30, 2024 • 24:44

Mastering Podcast Budgeting: Essential Investments for High-Quality Production | Ep 28

Mastering Podcast Budgeting: Essential Investments for High-Quality Production | Ep 28

Ever wondered how much you should spend to produce your podcast?   From hiring a videographer to understanding the expertise required of an audio or video editor, and the often-forgotten importance of a knowledgeable SEO copywriter for your podcast, this episode will clear up any fog around how much you can expect to invest as you launch and grow your own podcast.  Elevating Your Podcast with Smart Budget Choices    Listen up for the numbers – high and low budget ranges! We'll explore why balanc

Aug 23, 2024 • 32:15

The Secret to Turning Listeners into Clients | Ep 27

The Secret to Turning Listeners into Clients | Ep 27

Not getting traction with your podcast? Or perhaps your follower count is growing but you aren’t seeing them turn into clients. Most podcast hosts who come to me with this complaint are missing a KEY component of their strategy. Some are afraid to straight-up ask their listeners for the sale and are eluding, insinuating, and crossing all their digits hoping that people will buy. Others are missing signs in their metrics or are using an ineffective or non-existent repurposing strategy. In this ep

Aug 16, 2024 • 35:09

What You Need to Start A Podcast | Ep 26

What You Need to Start A Podcast | Ep 26

In this five-episode mini-series (this is the first of five) I’m breaking down the essentials of podcasting, from understanding what a podcast truly is to leveraging it for client acquisition.   I field questions all the time about what podcasting really is, how to do it, how to record, where to put recordings, and how to properly publish audio or video that has been recorded. Of course, there’s nuance, editing that can be simple or complicated, and anywhere from 5-30 steps to produce each episo

Aug 8, 2024 • 19:43

Attracting Clients with Consistency | Wendie Veloz | Ep 25

Attracting Clients with Consistency | Wendie Veloz | Ep 25

From growing up behind a gas station in Los Angeles to witnessing extreme poverty in Uganda, Wendie Veloz shares how her unique perspective on abundance has shaped her life and business. She delves into the challenges and breakthroughs of starting her own business as an executive coach, highlighting the crucial need to release a scarcity mindset and recognize your worth.     Wendie offers valuable advice on setting personal and business goals, advocates for a holistic approach to well-being, and

Aug 1, 2024 • 44:58

The Impact of Imperfect Action | Amy Traugh | Ep 24

The Impact of Imperfect Action | Amy Traugh | Ep 24

Embracing the experimental nature of business is no easy feat. Amy Traugh, a former healthcare professional turned entrepreneur, shares her profound journey from pursuing traditional markers of success to diving into a world that requires a constant cycle of trial and error.    Amy recalls her early days as a new entrepreneur, highlighting the value of mentorship and having a clear business plan. Learn how Amy’s approach to networking and building relationships allows her to navigate the unpredi

Jul 25, 2024 • 58:38

The Power of Sound | Jodi Krangle | Ep 23

The Power of Sound | Jodi Krangle | Ep 23

The landscape of online business has transformed dramatically in recent years, driven by the rise of social media and advancements in artificial intelligence. Jodi Krangle, an experienced voice actor and podcast host, shares how she’s sustained a successful business as the industry experienced dynamic changes.     Jodi covers the benefits of outsourcing, nuances of licensing deals, and the importance of understanding your unique value. Discover how Jodi distinguishes herself among thousands of v

Jul 18, 2024 • 39:09

Unlocking Authentic Success | Bob Wheeler | Ep 22

Unlocking Authentic Success | Bob Wheeler | Ep 22

There’s a big difference between knowing what you have versus being grateful for what you have. Virginia welcomes CPA, comedian, and CFO of the iconic Comedy Store Bob Wheeler, who speaks to the value of embracing gratitude and infusing joy into all aspects of his life. Bob explains how his own past issues with money inspired him to start a business to support others through their financial journey.     Bob hones in on why relationship-building and maintaining integrity in business is essential,

Jul 11, 2024 • 43:49

Embracing Spherical Abundance: Lessons from a Successful Entrepreneur | Annie Dickerson | Ep 21

Embracing Spherical Abundance: Lessons from a Successful Entrepreneur | Annie Dickerson | Ep 21

It’s no secret that starting your own business often involves overcoming significant financial and mental hurdles. In this episode, Annie Dickerson recalls her days as a brand new entrepreneur wrestling with self-doubt and reluctance, emphasizing the need for support and perseverance. Her story is not only about creating a successful business, but also about providing access for others to build wealth and achieve financial freedom.    Annie sheds light on the concept of spherical abundance, a ho

Jul 4, 2024 • 54:49

Optimizing Your Content Creation Efforts Using the 80/20 Rule | Ep 20

Optimizing Your Content Creation Efforts Using the 80/20 Rule | Ep 20

Too many business owners feel like creating content for their business is a time-suck. Most business owners also feel unsure about why they’re creating social media content or YouTube videos and how those activities might be moving them closer (or further!) from their business goals.   In this episode, we explore the 80/20 rule applied to content creation, focusing on how to balance long form and short form content to maximize your business's impact. Learn the (very different) benefits of each t

Jun 28, 2024 • 13:14

Systems and Support for Passionate Creatives | Haley Thomas | Ep 19

Systems and Support for Passionate Creatives | Haley Thomas | Ep 19

When it comes to creating a new business, some dreams are too big to handle alone and allowing others to support your vision can lead to mutual growth and success. Haley Thomas from “The Passion Pursuit” podcast, shares why harnessing the strengths of others and fostering a collaborative community are key to turning your dreams into reality.     Haley sheds light on the strategy of asking “who” instead of “how”, an approach that has streamlined her business processes and helped her lean into the

Jun 20, 2024 • 53:38

Sustainable Income & Succession Planning | Danielle Desir Corbett | Ep 18

Sustainable Income & Succession Planning | Danielle Desir Corbett | Ep 18

Building a foundation for long-term success requires strategic planning and intentional action. From selling an online community she built to creating digital products, Danielle Desir Corbett, host of “The Thought Card” podcast, shares how strategic business decisions can lead to less worry and more freedom.     Danielle opens up about unlearning the grind mentality and embracing spaciousness in her finances and time. She also reveals her strategies for podcast monetization, including high-ticke

Jun 13, 2024 • 46:58

From Burnout to Beyond the Rut | Jerry Dugan | Ep 17

From Burnout to Beyond the Rut | Jerry Dugan | Ep 17

In today’s world, success is often defined by your bank account and your job title. For years, Jerry Dugan equated abundance with a seven-figure corporate career, but grappled with exhaustion and unfulfillment. After taking his wife’s advice to leave his job, Jerry embraced a life that prioritizes flexibility, family, and personal well-being.    Jerry discusses the challenges of redefining success, the importance of work-life balance, and the concept of abundance beyond financial wealth. Jerry o

Jun 6, 2024 • 54:18

Creating a Values-Driven Business| Becky Mollenkamp | Ep 16

Creating a Values-Driven Business| Becky Mollenkamp | Ep 16

Aligning your business with your values can lead to a more fulfilling career, but what happens when your values shift? “Feminist Founders” host Becky Mollenkamp opens up about how pivotal life events, including the profound impact of her brother's death and the murder of Michael Brown in Ferguson, significantly altered her understanding of social justice and equity.    Mollenkamp also challenges the traditional notion of "imposter syndrome," advocating instead for a more compassionate understand

May 30, 2024 • 52:57

Setting Boundaries with Clients: A Guide to Maintaining Work-Life Balance | Kendra Swalls | Ep 15

Setting Boundaries with Clients: A Guide to Maintaining Work-Life Balance | Kendra Swalls | Ep 15

Clearly communicating your bandwidth with clients is a crucial aspect of a healthy work-life balance. As a business owner or freelancer, it can be tempting to constantly say yes to every client request in order to please them and secure future business. However, this can quickly lead to burnout, decreased productivity, and overall dissatisfaction with your work.      Kendra Swalls is a dedicated advocate for establishing boundaries with clients. Drawing from her own experiences of navigating a m

May 23, 2024 • 55:24

How to Hire and Delegate Well in Your Small Business | Ep 14

How to Hire and Delegate Well in Your Small Business | Ep 14

Hiring strategy is a pivotal aspect for businesses aiming to optimize their operations and grow their teams. It's not just about finding candidates with the right skills and experience, but also about finding team members whose values and visions align with the company’s.   You can avoid potential mis-hires and save money with the implementation of a structured hiring process, including comprehensive role descriptions, pre-hire checklists, and virtual interviews to assess expertise and communica

May 16, 2024 • 36:36

Embracing Authenticity and Connection as an Entrepreneur | Heather Zeitzwolfe | Ep 13

Embracing Authenticity and Connection as an Entrepreneur | Heather Zeitzwolfe | Ep 13

As a business owner, worrying about sales and finances often results in decisions made from a scarcity mindset. CFO and Profit Coach Heather Zeitzwolfe and I shed light on what it takes to cultivate an abundance mindset, along with the personal and financial leaps necessary for growth.     Abundance is not a one-size-fits-all concept and is as much about recognizing joy in the small things as it is about achieving financial success.       Journey Beyond Scarcity Towards Authentic Prosperity  [00

May 9, 2024 • 46:21

Podcast-Based Marketing for Client Acquisition | Brenton Harrison | Ep 12

Podcast-Based Marketing for Client Acquisition | Brenton Harrison | Ep 12

If you feel stuck cold calling and hosting multiple coffee meetings per week to get clients, there IS a better way – find out the whole story and what helped Brenton Harrison, a seasoned financial professional, make this shift.  The Pandemic halted the hustle, and in that space, he began seeking mentorship and prioritizing his lifestyle, which helped him arrive at a fresh way to attract clients (rather than chasing them!).     Podcast-Based Marketing for Client Acquisition  [00:04:29] Content Cr

May 2, 2024 • 54:17

Location Independence and Financial Freedom as a Debt-Free Millionaire| Stefanie Gonzales

Location Independence and Financial Freedom as a Debt-Free Millionaire| Stefanie Gonzales

Over 15-16 years, Stefanie and her husband achieved millionaire status through intentional investing, open conversations with her partner, and recognizing her skills and abilities. Overseas relocation is a significant decision influenced by factors like cost of living, tax laws, lifestyle preferences, safety, healthcare, and educational opportunities.    Visionary Strategic Planning System for Businesses  [00:09:40] Strategic Path to Location Independence through Finance  [00:23:33] Empowering W

Apr 25, 2024 • 1:07:30

Strategic Business Growth Through Incremental Improvement | Joe Curry

Strategic Business Growth Through Incremental Improvement | Joe Curry

Wondering which goal-setting process you should use or what you should be doing in your business right now? Feeling like every other business owner knows where they’re going except you’re flying by the seat of your pants?  Continuously Improving Your Business Operations  Joe Curry, a CFP in Canada and the host of the “Your Retirement Planning Simplified” podcast, advocates for the Entrepreneurial Operating System (EOS), and transparently shares how mentors have helped him expand his business vis

Apr 18, 2024 • 48:16

Maintaining Mental Health as a Business Owner | Allison Baggerly

Maintaining Mental Health as a Business Owner | Allison Baggerly

Allison Baggerly, owner of Inspired Budget and author of "Money Made Easy," brings light to mental health preservation as a business owner. She stresses the importance of honoring personal boundaries and making conscious choices to maintain mental well-being throughout your business activities.     Overcoming Mental Health Hurdles as a CEO  As an extrovert, conferences, podcasting, and meetings with other business owners have become her support system.   Allison’s experiences with depression and

Apr 11, 2024 • 52:36

Efficiency Hacks for Business Owners | Ep 8

Efficiency Hacks for Business Owners | Ep 8

Are you being efficient or effective? If you’re doing unimportant busy work super efficiently, you’re just really great at spinning your wheels, but if you’re executing the most important, revenue-generating, initiative-accomplishing, meaningful tasks in your business – then we’re getting somewhere!  When it comes to running a business, time is a precious commodity. By prioritizing revenue-generating tasks, you ensure that your time and resources are allocated to activities that directly contrib

Apr 4, 2024 • 23:00

Freelancing with ADHD While Managing a Large Family | Kevin Payne

Freelancing with ADHD While Managing a Large Family | Kevin Payne

What does it look like to be a full-time freelance writer, build your own online brand, and be an active parent to 4 teenagers? Different from your business, for sure, but the lessons on time management, long-term initiatives, and distraction elimination are highly applicable.  Kevin Payne's transition from a traditional job to freelancing while managing a family of six and coping with ADHD reveals that anything’s possible when you prioritize self-awareness, mental health, and family values.   T

Mar 28, 2024 • 55:15

How Productivity Strategies Create Opportunities in Business and Space for Mental Health| Lacey Langford

How Productivity Strategies Create Opportunities in Business and Space for Mental Health| Lacey Langford

The toughest parts of entrepreneurship are at the intersection of personal and business growth. Self-awareness, structured routines, and maintaining a positive mindset in overcoming obstacles are must-have skills for business owners. By embracing these coping strategies, you (and I) can navigate business challenges with grace and resilience, ultimately paving the way for success and abundance.    Be honest; How often do you allow business challenges to consume you?  Lacey calls it out in this ep

Mar 21, 2024 • 56:31

Using Small Habit Anchors to Create Profitable Businesses | Rocky Lalvani

Using Small Habit Anchors to Create Profitable Businesses | Rocky Lalvani

Surprisingly, most entrepreneurs aren’t exactly sure what milestones they want to reach when it comes to their business. Of course, they want to be successful and make money, but rarely can they pinpoint what they believe is enough to live life on their own schedule.   Some might measure success as having time to do whatever you please while others consider success to be the amount of profit your business makes. Creating the life you desire requires clearly defining what you want and knowing wha

Mar 14, 2024 • 43:43

Habitual Steps Toward Self-Worth | Anthony Weaver

Habitual Steps Toward Self-Worth | Anthony Weaver

Just because you hit rock bottom doesn’t mean you’re doomed to stay there forever. Instead, taking action and creating a new reality for yourself is entirely possible.  To change your lifestyle, consider what habits will support the shift you want to experience. It can be as small as setting a budget to climb out of debt or as big as starting your own business to be your own boss. Most importantly, think big and get specific about what an abundant life would feel like and look like. Embody thos

Mar 7, 2024 • 46:41

Self-Worth and Believing You Are Worthy of Abundance | Tiffany Grant

Self-Worth and Believing You Are Worthy of Abundance | Tiffany Grant

When people think of abundance, they often associate it with finances, wealth, and money. But business owners who embrace an abundance mindset know it’s so much more than that. Abundance can be in the form of being grateful you have the opportunity to create the business of your dreams, of being healthy enough to market yourself and network with clients. It can also be the acknowledgment that you can and should hire a team because you’re capable of producing more but need help to make it happen.

Feb 29, 2024 • 58:46

The Life-Changing Influence of Personal Finance Podcasts

The Life-Changing Influence of Personal Finance Podcasts

Podcasts have completely shaped my career path and who I am over the past 10 years. While that might strike you as a strong statement at first, you're invited to consider who and what most influences you and whether those are influences you choose and like or if they're haphazard and unintentional. In this episode, I reveal that I actually launched a show under this name and feed back in 2018 as a financial coach. Now, I own a podcast production company, so what made me leap from financial coach

Feb 29, 2024 • 13:02

Navigating Business Challenges and Building Support

Navigating Business Challenges and Building Support

Networking, delegation, and self-care are key to success as a business owner. Early on, I operated in a silo – head down and very achievement-focused. However, as I great professionally and personally, I learned that by building a network of achievement-oriented business owners, you can tap into a wealth of knowledge and experience. These individuals can provide valuable advice, support, and even potential collaborations or partnerships that can help you skip ahead.   My other big lesson over th

Feb 29, 2024 • 17:29

Unlocking the Secrets to Small Business Success with Community | Trailer Episode Season 1

Unlocking the Secrets to Small Business Success with Community | Trailer Episode Season 1

Balancing business demands and personal life can be a tricky tightrope to walk for entrepreneurs. The constant juggling act of managing a business, meeting deadlines, and still finding time for family and self-care can be overwhelming. However, finding the right balance is crucial for long-term success and overall well-being. This podcast explores entrepreneurs' challenges in balancing business demands, personal life, and client needs. Guests share their experiences and insights on overcoming ob

Feb 28, 2024 • 7:55

Purposeful Health For Moms With M’Kay Hall | Archived Episode

Purposeful Health For Moms With M’Kay Hall | Archived Episode

What worked for you in your 20s isn’t going to work in your 30s, and what works in your 30s isn’t going to work in your 40s. This week’s guest, a COPE certified health coach shares about healthy habits, but this applies to your money too! We talk goal setting, micro habits, self-sabotage & self-care, integrating healthy fats and carbs into your overall diet, how to avoid falling apart on your cheat day, and all the ways health journeys often parallel with financial journeys. Set the best exa

Jan 27, 2021 • 58:58

Behind The Scenes Of Successful Budgets, Sinking Funds | Archived Episode

Behind The Scenes Of Successful Budgets, Sinking Funds | Archived Episode

We’ve all experienced the stress and headaches of an unplanned yet necessary expense popping up and destroying our well-intentioned monthly budget. If you’re getting frustrated with budgeting because some unexpected expense comes up each month to sabotage all your grand plans, you need sinking funds.  Learn everything you need to know about sinking funds, how to set them up, the categories to consider, how to calculate sinking funds, and how much to put toward them each month. Remove the shock-f

Jan 18, 2021 • 25:09

Ignite Your Income With A Rich Resume From Kristi Meenan | Archived Episode

Ignite Your Income With A Rich Resume From Kristi Meenan | Archived Episode

We tend to lunge directly toward budgeting, saving, and investing when the topic of money comes up, but what about the income side? A major driving factor of how well your budget math is working or how fast you might reach your money goals relies on your income.  As we start 2021, maybe you’ll return to the office, seek a new job, or raise your hand for a promotion. Kristi Meenan, Career Coach and Certified Resume Writer (and mom!) knows what it’s like to get back “out there” after being a SAHM.

Jan 11, 2021 • 51:07

The Best Budget-Friendly Method For Switching To Natural Products | Archived Episode

The Best Budget-Friendly Method For Switching To Natural Products | Archived Episode

Your family’s health - reduced allergies, minimal chemical exposure, and decreased ingestion and absorption of irritants and fumes - is important to you. But you need a strategic, research-backed method that won’t bust the budget to make the switch to organic, non-toxic household cleaning products.  You may think that healthy household cleaning products are more expensive, but listen up for my comparison shopping methods, the apps I use, and tips on selecting budget-friendly, safe replacement pr

Jan 5, 2021 • 38:07

Aligned As A Mother With Tabitha Cee | Archived Episode

Aligned As A Mother With Tabitha Cee | Archived Episode

When things get shaken up, it’s an opportunity to explore and get creative about the life we want to live. It’s time to look inward for the answers and lean on our intuition instead of relying on outside sources for all the answers. Productivity & alignment coach Tabitha Cee of themamamatters.com shares how to do less with more joy by trusting ourselves, our natural cycles of energy, and doing what matters with the time we have. She hones in on procrastination & the fears behind it, wh

Dec 29, 2020 • 1:01:00

Creating Financial Awareness: The First Step Toward Progress With Money | Archived Episode

Creating Financial Awareness: The First Step Toward Progress With Money | Archived Episode

Whether you’re already on a path toward paying off debt and need to check-in on your progress or if you’re ready to embark upon the journey toward financial freedom, this information-gathering exercise (accompanied by the free download) will provide you a complete, clear picture from which to craft your strategy.  Welcome to the first step along the path of absolute confidence with your money.  You’ve got to know where you’re starting from before you can expect to make any progress toward any fi

Dec 21, 2020 • 26:42

Break The Cycle With Brittney Finley Of Mad Meals Co | Archived Episode

Break The Cycle With Brittney Finley Of Mad Meals Co | Archived Episode

Meet the co-founder of madmealsco.com, Brittney Finley as she shares her health journey toward veganism and what she discovered about her own relationship with food and money along the way. She shares how meal prepping for her own health needs opened her eyes to how she could make a difference in others’ lives and continues down the path toward breaking the cycle of negative thoughts, subconscious habits, and generational behavior patterns. This mama is making big health and money moves and I’m

Dec 15, 2020 • 50:50

Cultivating a Growth Mindset (pt 2) 10 Activities To Help Your Child Battle A Negative Internal Monologue | Archived Episode

Cultivating a Growth Mindset (pt 2) 10 Activities To Help Your Child Battle A Negative Internal Monologue | Archived Episode

“Remember the 1000-piece puzzle of abundance you’re putting together. Take it one piece at a time.”  Part 1 (Cultivate a Growth Mindset in Your Child - 3 Key Beliefs and the Do’s and Don’ts of Parenting) of this series discussed the three crucial factors that must be considered while assessing your parenting style, tempering your reactions, and recalibrating your approach to discipline in order to achieve long-term success and overcome challenges. In this episode, we discuss how we, as parents,

Dec 7, 2020 • 51:48

Cultivating a Growth Mindset (pt 1) 3 Key Beliefs and the Do’s and Don’ts of Parenting | Archived Episode

Cultivating a Growth Mindset (pt 1) 3 Key Beliefs and the Do’s and Don’ts of Parenting | Archived Episode

“We all have the power to choose how we will see a situation.” - Virginia Elder We long for our children to have the missing piece of our own life puzzle. Whatever it was that we were missing from our own lives - maybe a talent, an opportunity, or an understanding - we hope they get blessed with what we didn’t. Cultivating and nurturing a growth mindset in your child takes consistent actions and conversations with them over time. There are 3 key beliefs one must have to see positivity and a shor

Dec 7, 2020 • 39:39

You Were Made For More with April Sky | Archived Episode

You Were Made For More with April Sky | Archived Episode

Many of the “journeys” we take in life can feel isolating, and feelings of shame and guilt can creep up any time you’re in judgment of how you think you should feel about your particular stage of life. This is true of the financial journey, and motherhood is no exception. It’s completely normal to feel alone and lost while simultaneously feeling guilty about any desire for more fulfillment in life. Like, isn't my beautiful baby enough to make me happy?  While motherhood is awesome in many ways

Nov 23, 2020 • 45:56

How to Organize Your Finances in 5 Just Simple Steps | Archived Episode

How to Organize Your Finances in 5 Just Simple Steps | Archived Episode

Managing the household while raising children comes with the duty and pressure of being a master juggler. There are always several balls in the air, and occasionally one gets dropped.  You shouldn’t have to worry about whether a bill has been paid or where your files are. How much relief would you feel if your personal finances were completely streamlined and simplified? In just 5 simple steps, your accounts and all the related emails and paperwork will be organized. Make being the household CEO

Nov 16, 2020 • 42:24

Focus on the Big Expenses with Rachel Wester | Archived Episode

Focus on the Big Expenses with Rachel Wester | Archived Episode

“You have to think about your time differently and what it's worth!” - Rachel Wester.    When faced with challenging financial circumstances, people frequently focus their attention on finding ways to reduce costs associated with unnecessary expenses. Instead of trimming lattes, what happens when we focus on the big stuff, like the mortgage?   Today we talk with Realtor Rachel Wester, and she shares her recent experience with a personal move, tips on how to reduce expenses on things you’re going

Nov 9, 2020 • 41:06

Back to Positive With 51+ Happiness-Creating Activities | Archived Episode

Back to Positive With 51+ Happiness-Creating Activities | Archived Episode

When I’m in a bad mood, feeling low, or in a funk, even if I want a jolt back to positivity, I’m usually so deep in the fog that I can’t fathom how to do so.   Whether it’s lack of sleep, the weather, or financial distress bothering you, trust me, I get it. I have been there too! As mothers, the daily struggles and never-ending decision-making can lead to feelings of overwhelm, irritation, and inability to carry out even the most basic tasks.    Remember, even though it doesn’t feel like it some

Nov 2, 2020 • 21:21

Simplifying Mom-Life with Declutter Coach Kiera Malowitz | Archived Episode

Simplifying Mom-Life with Declutter Coach Kiera Malowitz | Archived Episode

No more tripping over toys, being embarrassed to have people over, or arriving 5 minutes late because you couldn’t find something.   Simplifying and decluttering your physical space can go a long way in providing mental clarity. Less distraction and more simplicity in your home can significantly improve your concentration and allow more progress toward your goals.    You and I both know motherhood can get messy. If you feel like you can't keep up with daily chores, maybe clutter and an abundance

Oct 26, 2020 • 48:35

From Debt and Panic to Surviving, Now Thriving | Archived Episode

From Debt and Panic to Surviving, Now Thriving | Archived Episode

We have all, at one point, found ourselves in circumstances we didn't necessarily intend. As much as we don't want to talk about our finances, money and our financial behavior is an important topic that needs to be discussed. While societal or familial beliefs might make discussing money uncomfortable for you at first, it's time to ditch the taboo surrounding conversations about money.   As a financial coach, I get to hear your stories, but today, I’m sharing my own personal financial journey. I

Oct 19, 2020 • 30:05

Money & Relationships with Deise Clements | Archived Episode

Money & Relationships with Deise Clements | Archived Episode

Shame, conflict, and alternate perspectives about how money should be managed in the home can cause arguments and assumptions about how each other feels and begin to drive a wedge between partners. Intimacy and connection might decrease during times of financial tension if thoughts about conflict, finances, and intimacy are intertwined.   Intimacy Life Coach Deise Clements shares how to recognize patterns and separate thoughts for what they are… just thoughts. Creating happiness and abundance in

Oct 12, 2020 • 53:37

There’s Always An Excuse If You’re Looking For One | Archived Episode

There’s Always An Excuse If You’re Looking For One | Archived Episode

My personal fitness journey has been riddled with a yo-yo cycle of excitement, excuses, goal-setting, and falling off the bandwagon. In pursuit of excuse elimination, I’ve discovered a deeper self-awareness, uncovered patterns, discovered the number one reason we don’t meet our goals, and experimented with lifestyle changes for the entire family.   What if you could make life less chaotic and end each day feeling more accomplished?  In general, there’s always a goal you’re working toward. Perhap

Oct 5, 2020 • 43:40

Time Management & Building The Life You Want | Archived Episode

Time Management & Building The Life You Want | Archived Episode

“Of all the sacrifices we women choose to make in life, time shouldn't be one of them.”  Since we can’t turn back the clock, how can we make the most of the time we have? The act of being present and appreciating the company of those with whom we share time has become more important.  You can always earn more money, but you cannot regain time. When we look back on our lives, there are times we will never get back, no matter how hard we try, which is why it’s necessary to reflect on our mistakes

May 16, 2020 • 38:11

How to Negotiate with Creditors During Financial Distress | Archived Episode

How to Negotiate with Creditors During Financial Distress | Archived Episode

Not being able to cover the bills sucks. It creates fear in even the bravest mamas’ souls. I know because I’ve been there. If you are having trouble making ends meet, what options do you have? In this episode, you’ll learn who to call first, what to say, and what to ask for. I share about how my creditors helped us through and beyond rock bottom and offer encouragement and free resources for those who are there now. Call as soon as possible, before your payment is past due. They have heard it a

Apr 16, 2020 • 26:06

Digitally Decluttering and Increasing Presence | Archived Episode

Digitally Decluttering and Increasing Presence | Archived Episode

I know I’m not the only one annoyed by the recent uptick in spammy emails and those awful robocalls. Add the never-ending phone and app notifications and junk mail to the mix, and it’s easy to understand why we all feel overwhelmed most days. Calls, bings, beeps, and the feeling that something is happening online without us is constantly interrupting our train of thought, our family time, our day, and our attention. This episode walks you through the steps to reduce the mental and paper clutter,

Apr 16, 2020 • 32:01

How To Boost Mental Health When Surrounded by Negativity | Archived Episode

How To Boost Mental Health When Surrounded by Negativity | Archived Episode

We tend to think that ‘this time’ is the worst time. The necessity of maintaining or even enhancing our mental well-being is paramount during difficult circumstances. Even when the news fills your head with gloom and doom, it is easy to lapse into unhealthy habits, both emotionally and physically, when you surround yourself with negativity. Sometimes the news might get you down, but there are easy actions you can do to keep your energy high, no matter what is happening in the world. The Covid “l

Apr 7, 2020 • 29:29

Navigating the Coronavirus Lockdown With the Family | Archived Episode

Navigating the Coronavirus Lockdown With the Family | Archived Episode

The Coronavirus Pandemic has suddenly shut down schools & restaurants, canceled playdates & birthday parties, and left us trying to homeschool our kids. On top of that, we adults are attempting to work from home while managing the family dynamic.  Here are links to free homeschool resources, an article about how to talk to your kids about Covid19, a link to 30 meals with 5 or less ingredients, and more to help mamas cope with the quarantine recommendations and manage the family with an a

Mar 18, 2020 • 26:28

Are You Allowing REAL Self-Care Into Your Life? | Archived Episode

Are You Allowing REAL Self-Care Into Your Life? | Archived Episode

REAL self-care isn't about false eyelashes, manicures, bubble baths, or lavish treats although that's what seems to get attention on social media.  But what's REALLY self-care? And how can we, as mothers, set a positive example for our children to love themselves? “Self-care is calming the nervous system, not just meaningless activities.” - Lavinia at Quantum Body Wellness I’ve been thinking a lot about making time for self-care in our hectic schedules. No, I don’t mean going out and getting my

Jan 29, 2020 • 41:58

How to Teach Kids About Money | Archived Episode

How to Teach Kids About Money | Archived Episode

A large part of teaching your children about money is understanding their brain development by age and learning what concepts they can comprehend at that stage. Inside this episode, I break down cognitive development by age group and discuss what you can teach them based on their ability.  Want to make sure you set your kid on the path to managing their money well? This is the episode you’ve been waiting for! I share educational activities you can try, when to establish chores, when to open a ba

Nov 11, 2019 • 39:06

7 Awful Financial Ideals and How to Handle Them | Archived Episode

7 Awful Financial Ideals and How to Handle Them | Archived Episode

I guarantee you can recall one instance of terrible financial advice you received in the past. Whether it was an innocent statement from a friend or a long talk with a well-meaning relative over a family meal.  Unfortunately, it’s these well-meaning pieces of financial advice that can actually inhibit our financial progress. It’s time for you to take a step back and choose the financial advice nuggets you want to keep and ditch those that make you feel restricted, bad about yourself, or guilty i

Oct 17, 2019 • 52:39

Parenting Consciously and One Simple Action that Affects It All | Archived Episode

Parenting Consciously and One Simple Action that Affects It All | Archived Episode

All the decisions I’ve made over the past decade are fueled by the desire to provide my children as many opportunities as possible. The world is changing at a rapid pace, and just like we have opportunities that weren’t available to prior generations, our children will have opportunities that weren’t available to us. The key is for us to equip them with the mental strength, self-belief, and communication skills they’ll need to make the best of those opportunities. In this episode, I’m sharing my

Oct 5, 2019 • 26:15

12 Guilt Free Habits that Create Money Momentum | Archived Episode

12 Guilt Free Habits that Create Money Momentum | Archived Episode

Wouldn’t it be great to spend without feeling guilty? Or even better if you could turn your finances around while still enjoying a little for yourself along the way. I’m over it! I vow to never again to make a purchase and slink out of the store like I just got away with murder. I also vow to budget in a way that still allows joy WHILE I achieve my goals.  We all carry unique money perspectives which affect the way we react to financial tension, our spending and savings habits, and how we approa

Sep 24, 2019 • 46:51

3 Fab Financial Tools I Used to Get Debt-Free Quickly  | Archived Episode

3 Fab Financial Tools I Used to Get Debt-Free Quickly | Archived Episode

Are you feeling ready to tackle your debt, change your money management habits, or draw your own financial line in the sand?  You are not alone. After listening to this episode, you’ll walk away equipped with the tools I’ve used that created momentum in our financial lives and that have carried us from drowning in debt all the way to debt freedom and beyond.  You'll hear how I used these tools differently back then versus now and which habits helped me be consistent along the journey. Just as mo

Sep 13, 2019 • 40:25

What Abundance Means To Me | Archived Episode

What Abundance Means To Me | Archived Episode

What does it mean to have an abundant life? Abundance may mean different things to different people. Many definitions of abundance have to do with religion. My perspective has to do with the combination of happiness with your health, money, and those around you. A particular phrase has been bouncing around in my head for several years. I aim to enjoy “spending time with the people we value most instead of spending money on things we don't need.” We can't possibly expect to have an abundant life

Aug 30, 2019 • 25:50

We have to drop the idea of ”Trying to Catch Up” | Archived Episode

We have to drop the idea of ”Trying to Catch Up” | Archived Episode

Are you burdening yourself with thoughts that no one else has (or probably will) verbalize? For much of my life, I’ve believed that if I got enough done, checked as many things as I could off my list, or could be really productive a few days in a row, I’d be “caught up.” Then, I could relax. Well, the complete no-pressure, there’s nothing else to do day never came. I was on this endless path of go-go-go, and as much as I could accomplish in a day was never enough.  Over time, this burden of self

Aug 29, 2019 • 11:57

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