Most advisors are running the same portfolio with a different logo. Shana Orczyk Sissel and I talk about what actually separates real planning from “asset allocation theater”—and the questions you need to ask if you want the truth about alternatives, crypto, and where advice is headed.
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We love the feel-good nonprofit stories — the cute animals, smiling founders, heartfelt posts. But behind every “Save the [Insert Cause]” campaign is a brutal math problem and a human being getting ground down by it. In this 12 Days of Giving story, a donkey rescue blows up the fantasy and forces us to ask better questions about impact, money, and what we call “charity.”
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Every December feels “special” until the bill hits in January and you swear next year will be different. It won’t—unless you build an actual system. Here’s how a simple “Holiday Lessons Learned” ritual can protect your money, your sanity, and your future self.
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An erroneous 1099-R helped the IRS seize a $116,000 refund from a real family. In this episode, we walk through how it happened, how we fought it, and what you need to do so it doesn’t happen to you.
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You can be doing millions in revenue and still be broke if the wrong debt is sucking your business dry. In this 12 Days of Giving episode, we unpack how a $14M business ended up with $1.5M in stacked merchant cash advances—and how the right team turned it into $45K/month in breathing room.
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Most couples aren’t on the edge of divorce. They’re just exhausted, busy, and quietly fighting the same money battle over and over. In this 12 Days of Giving breakdown, I walk through a real-life couple case with financial therapist Ashley Quamme and unpack why your income isn’t the problem—your unspoken money stories are. If you’re “fine… except when you talk about money,” this one is for you.
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Most business owners aren’t stuck because they’re bad at what they do. They’re stuck because they refuse to be seen. In this 12 Days of Giving episode with Kristina Hall, we break down how one dermatologist went from “I’m not doing video” to TV spots, Walgreens features, and viral reach—all because he finally just f***ing did it.
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You can do nothing “wrong” on your taxes and still have the IRS quietly grab six figures of your money because a company filed bad paperwork in your name. That’s exactly what happened in this real 1099-R horror story—and it’s a playbook for how to fight back and win.
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A single mom, two little girls, a new apartment, and over $10,000 in credit card debt. This isn’t a budgeting fairy tale—it’s a real story from our 12 Days of Giving series. In this post, we break down what actually turned things around for her—and how you can use the same steps if you’re standing at your own financial edge.
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If you’re the one who hosts, buys the gifts, picks up the tab, and keeps everyone feeling like family… this is for you. Your giving isn’t the problem. The problem is when your generosity is funded by anxiety, avoidance, and a retirement plan that doesn’t exist. It’s time to keep the heart and change the habits.
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Divorce doesn’t just end a relationship. It redraws your entire financial life. In one real case, a mom with a special needs child was days away from signing a settlement that would’ve quietly cost her $300K–$400K and likely her home. Here’s how a simple second opinion changed everything—and what you need to do before you sign anything.
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Google PodcastsApple PodcastsSpotifyBuzzsproutYouTube Let’s just say it out loud: You can do everything “right” as a parent and still have a teen or college-age kid who is absolutely not launching. One kid gets a job early, saves money, remembers deadlines, and acts like a small adult.The other kid… doesn’t. They avoid applying for jobs.They overdraft…
Read MoreMost investors want monthly income. Few price the cost of liquidity. That’s why portfolios fail when markets get loud. In this no-BS breakdown with Shana Orczyk Sissel, we get real about alternatives that actually work for real people. We cover private credit and interval funds, what those yields really cost, how redemption terms work, and why structure matters more than the sales story. You’ll learn the difference between smart leverage and dangerous exposure, how to follow incentives, and the exact questions to ask about valuation, administration, and audit before you buy. Then we turn it into a workable checklist: set a liquidity budget, map income needs to structure, verify independence, size positions like an adult, and track taxes and cash flow pace. If you’re serious about adding alts without breaking your plan, this is the playbook. Straight talk. Practical steps. Results that hold up.
Read MoreMoney got loud this year. Prices jumped. Headlines screamed. Fear sold. Here’s the antidote. In this NoBS Wealth episode, Dr. Preston Cherry and I cut through the noise and build something you can live with: financial harmony. Not a trending tactic. Not a guru hack. A real framework to align life and money so you can execute without panic. We talk about money as a partner, the difference between lifestyle creep done on purpose versus proving something to strangers, and why a six to eighteen month cash moat stops the chaos. Then we walk a simple self-audit that reduces emotional volatility so you actually follow the plan. If you’re tired of hot takes and want a system that holds under pressure, this is for you. Read the breakdown, then watch the episode and do the work.
Read MoreDivorce is not just a life event. It’s a wealth event with lasting financial consequences. Too many people walk into the process blind, letting attorneys dictate the money, falling for the “50/50 is fair” myth, and ignoring taxes until it’s too late. In this NoBS Collective episode, I sit down with Certified Divorce Financial Analyst Jamie Lima, who’s lived it, paid the checks, and now helps others avoid his mistakes. We dig into alimony myths, the real meaning of “equal,” why mediation beats litigation, and how to prepare your financials before you even file. Jamie also previews Secure Split, his new platform to model alimony, child support, pensions, and taxes with clean data. If you’re heading into divorce—or know someone who is—this is the blunt, practical playbook you need to make decisions like a CEO, not a passenger.
Read MoreMost people treat insurance like a box to check during open enrollment. They skim the options, pick the cheapest plan, and hope nothing happens. That’s a dangerous gamble. Insurance isn’t boring—it’s the defense line of your wealth game.
In this episode of the NoBS Collective, Stoy Hall sits down with Maxwell Schmitz, disability insurance expert and co-founder of Yetworth, to crush the myths and excuses people hide behind. They tackle why “I’m too young” and “I’ve got coverage through work” are lies that leave families exposed. Max breaks down the hidden gaps in employer policies, why disability is the overlooked risk, and how to reframe insurance as the foundation of your wealth strategy.
This conversation is raw and practical. You’ll walk away knowing the two policies you must review this year, the one question to ask your advisor, and why your emergency fund matters more than anything.
Read MoreBuilding wealth from scratch isn’t inspirational—it’s exhausting. For first-generation wealth builders, it’s not just about money. It’s about history, trauma, and breaking cycles that were never meant to be broken. That’s why this episode of NoBS Wealth with Dr. LaTanya White hits so hard.
Dr. White brings years of research on the racial wealth gap, financial trauma, and dynastic wealth to the table. She unpacks why traditional financial advice doesn’t fit those starting without a safety net, why myths like “everyone has the same opportunity” fall flat, and how families can start protecting their legacies now.
From the collapse of the Freedman’s Bank to the hidden truths of America’s wealthiest families, we connect the dots on systemic barriers—and map out what first-gen wealth builders can actually do today. This isn’t theory. It’s a practical roadmap rooted in lived experience, forgiveness, and the power of community.
Read MoreHeadlines made the One Big Beautiful Bill sound like a gift basket. Reality is sharper. If you are a first-gen business owner, the cost of believing clickbait is a surprise tax bill and a lost year of planning. In this episode, I brought in tax pro Morgan Anderson, EA, to break down what actually changes, what only sounds good on TV, and how to use Q4 to get control before the calendar does it for you. We talk through the truth about “no tax on tips,” why some credits phase out or expire, and how to approach entity realities without pretending write-offs are a magic trick. We keep it practical. Owners get a short, repeatable checklist you can run now, questions to vet a real tax pro, and a mindset shift that keeps politics out of your wallet. Watch the full conversation on YouTube and then put the plan to work. Your future self will thank you.
Read MoreMost businesses lose focus in Q4. They crank out more posts, copy what others are doing, and hope that volume equals results. It doesn’t. In the latest NoBS Wealth conversation, Stoy Hall sits down with Kristina Hall of Hall Social Media to rip apart the myths that hold business owners back during the loudest quarter of the year.
This episode digs into why posting daily won’t save you, how AI is creating more noise than clarity, and why intentional storytelling still wins every time. Kristina shares how she approaches Q4 planning for her clients, the biggest shifts she’s seen in social media this year, and what business owners should be doing right now to prepare for 2026.
If you’re tired of chasing algorithms and posting without purpose, this conversation will hit home. It’s time to stop wasting Q4 and start using it to set up real momentum for the year ahead.
Read MoreMost financial podcasts play the same game: long bios, surface chatter, and recycled advice that doesn’t move the needle. That’s why I reset the format. The NoBS Collective is built differently. It’s a vetted team of professionals who live and breathe wealth—from planners and tax experts to therapists and attorneys—people I trust with my own clients.
In this reset episode, I explain why we’re cutting through the noise, calling out the myths, and going deeper than before. Each episode will follow a clear structure: what the media says, what the experts know, and the action steps you can take now.
This isn’t entertainment—it’s education that changes the way you think about money. If you’re tired of the fluff, this is your place.
Read MoreGoogle PodcastsApple PodcastsSpotifyBuzzsproutYouTube The Shocking Truth About Why Smart People Make Dumb Money Moves You know what you should do with money. Save more. Invest wisely. Stop impulse buying. But you keep doing the opposite. Why? Your brain is working against you. And it’s not your fault. Most financial advice tells you to “remove emotions”…
Read MoreGoogle PodcastsApple PodcastsSpotifyBuzzsproutYouTube That scary letter from the IRS sitting on your kitchen table isn’t a death sentence. Here’s what tax debt experts don’t want you to panic about. Getting a notice from the IRS feels like the world is ending. Your heart races. Your palms sweat. You imagine losing everything you’ve worked for. But…
Read MoreGoogle PodcastsApple PodcastsSpotifyBuzzsproutYouTube How a 14-Day Prison Stay in China Became a Best-Selling Book Empire The Shocking Story That Will Change How You Think About Failure What would you do if police knocked on your door in a foreign country and your life changed forever? Most people would panic. Chancellor Jackson turned his worst day…
Read MoreGoogle PodcastsApple PodcastsSpotifyBuzzsproutYouTube The Unexpected Journey of a Young Entrepreneur Imagine growing up in a tough neighborhood, losing your dad at 12, and still becoming a successful business owner before turning 30. This isn’t a movie plot—it’s the real-life story of Dasarte Yarnway, a young entrepreneur who proves that your background doesn’t define your future….
Read MoreGoogle PodcastsApple PodcastsSpotifyBuzzsproutYouTube Breaking the Money Taboo Through Creativity Do you feel stressed when thinking about money? You’re not alone. Many people struggle with their finances, but few talk about the emotional side of money. This is where financial therapy comes in – and Rachel Duncan is adding a creative twist. “Money just is emotional….
Read MoreGoogle PodcastsApple PodcastsSpotifyBuzzsproutYouTube The Surprising Truth About Who Really Helps You Succeed Have you ever noticed that sometimes strangers believe in you more than your own family? This powerful insight comes from Mss Francois, a confidence coach from Trinidad and Tobago who faced serious challenges when moving to New York as a teenager. “It sucked….
Read MoreGoogle PodcastsApple PodcastsSpotifyBuzzsproutYouTube What Is Medical Gaslighting? Have you ever told a doctor about your symptoms only to be dismissed with “it’s just anxiety” or “it’s all in your head”? You’re not alone. Medical gaslighting happens when healthcare providers dismiss, downplay, or disbelieve patients’ symptoms. And it hits women hardest. As Dr. Tara Harding shares…
Read MoreGoogle PodcastsApple PodcastsSpotifyBuzzsproutYouTube Why Sharing Your Story Matters Have you ever wondered why some people connect so easily with others while you struggle to get your message across? The answer might be simpler than you think. It’s all about storytelling. Stories are powerful. They help us connect, build trust, and share who we really are….
Read MoreGoogle PodcastsApple PodcastsSpotifyBuzzsproutYouTube Why Most Women Business Owners Are Seen But Not Paid Are you tired of having followers but an empty bank account? You’re not alone. Many women entrepreneurs today face a common problem – they have plenty of visibility but struggle with profitability. As Shayna Davis powerfully states in our recent podcast, “Far…
Read MoreGoogle PodcastsApple PodcastsSpotifyBuzzsproutYouTube Have you ever had your credit card declined while trying to buy groceries for your child? Imagine standing there, helpless, as the store manager takes pity on you and pays for your food. This was the rock-bottom moment for Anika Jackson, a single mom who went from food stamps to running multiple…
Read MoreGoogle PodcastsApple PodcastsSpotifyBuzzsproutYouTube Ever wonder why some businesses seem to get all the attention while yours struggles to be seen? The secret might not be what you think. It’s not always about who has the biggest marketing budget. Meet Liana Zavo, a PR expert who went from being a teenage mom with no college degree…
Read MoreGoogle PodcastsApple PodcastsSpotifyBuzzsproutYouTube Have you ever felt stuck in a place that seemed too small for your dreams? That’s exactly what podcast hosts Stoy Hall and Izzy Baker experienced before they broke free to create their own paths to success. In a recent episode of No BS Wealth, these two Black entrepreneurs shared their journeys…
Read MoreGoogle PodcastsApple PodcastsSpotifyBuzzsproutYouTube https://youtu.be/Usc2F3RVnY8 Have you ever wondered why your business isn’t growing as fast as you want it to? The secret problem might not be your marketing strategy or your pricing. It could be the energy-draining relationships in your life. In a recent No BS Wealth podcast episode, host Stoy Hall had an eye-opening…
Read MoreGoogle PodcastsApple PodcastsSpotifyBuzzsproutYouTube What if the key to growing your wealth isn’t another investment strategy, but actually your physical health? Most finance experts won’t tell you this secret, but fitness entrepreneur Devan Gonzalez reveals the powerful connection between your workout routine and your bank account. The Missing Piece in Your Success Journey When we talk…
Read MoreGoogle PodcastsApple PodcastsSpotifyBuzzsproutYouTube Why You’re Tired, Anxious, and Nobody Can Tell You Why Are you staring at the ceiling night after night? Feeling anxious for “no reason”? Doctors patting your hand and telling you everything is “normal” while your body SCREAMS otherwise? You’re not crazy. You’re not weak. And you’re definitely not alone. You’re probably…
Read MoreGoogle PodcastsApple PodcastsSpotifyBuzzsproutYouTube From sleeping on park benches to building an 8-figure business empire – this is the raw truth about turning pain into profit Have you ever wondered if your painful past could actually be your secret weapon in business? For entrepreneur Amy Lacey, the answer is a resounding YES. The Power of a…
Read MoreGoogle PodcastsApple PodcastsSpotifyBuzzsproutYouTube The shocking truth about women’s wealth isn’t what you think. When Audrey Faust filed her tax return as a 27-year-old mom with two babies under two, she got a nasty wake-up call. That big tax refund? It wasn’t luck. It was the government telling her she was poor enough to qualify for…
Read Morehttps://youtu.be/jNpGylaUK78 Google PodcastsApple PodcastsSpotifyBuzzsproutYouTube Have you ever felt like your dreams were dead? Like you’ve messed up so badly there’s no coming back? Meet Red – a tattooed, loud-mouthed hairstylist who filed for bankruptcy twice before building her $148K business. Her story isn’t pretty, but it’s real, and it might just change your life. The…
Read Morehttps://youtu.be/gaMrDommq7I Google PodcastsApple PodcastsSpotifyBuzzsproutYouTube A story of courage, loss, and unleashing your inner CEO The Moment Everything Changed Have you ever felt like your fancy job title was just pretty handcuffs? That’s exactly what Dr. Renee Baker discovered – but it took losing two important people to shake her awake. Her grandmother dropped this truth…
Read Morehttps://youtu.be/YY8ryGINVDo Google PodcastsApple PodcastsSpotifyBuzzsproutYouTube How One Woman Turned Rejection Into Revenue Ever feel like life just sucker-punched you right in the gut? That’s exactly what happened to Emily Schneider when she got fired at 8.5 months pregnant. But here’s the twist – that moment of rock bottom became her launchpad to building a six-figure business…
Read Morehttps://youtu.be/YY8ryGINVDo Google PodcastsApple PodcastsSpotifyBuzzsproutYouTube Ever feel like your brain is a circus juggler, trying to keep everyone else’s balls in the air while your dreams sit in the corner collecting dust? You’re not alone. It turns out, there’s a reason why women business owners feel crushed under the weight of endless responsibilities – and it’s…
Read MoreGoogle PodcastsApple PodcastsSpotifyBuzzsproutYouTube Ever feel like life dealt you a tough hand? Let me tell you about someone who’ll completely change how you think about “impossible” dreams. The Beginning Nobody Would Choose Picture this: A two-year-old girl, abandoned in Mongolia, growing up in a small Russian village. Most people would say that’s a story headed…
Read MoreGoogle PodcastsApple PodcastsSpotifyBuzzsproutYouTube Let me tell you something that’s going to change your life. On a random Wednesday, Christine Campbell Rapin looked in the mirror and asked herself, “Who the hell are you that you would not bet on yourself?” By Friday, she had started a business. Here’s the kicker – she was 40, about…
Read MoreGoogle PodcastsApple PodcastsSpotifyBuzzsproutYouTube Let me tell you something that’s going to blow your mind about success and aging. You know how we all worry about getting older? Well, I just had this incredible conversation with Dr. Deborah Heiser that’s about to flip everything you think you know upside down. The Unexpected Journey: From Chicken Nuggets…
Read MoreGoogle PodcastsApple PodcastsSpotifyBuzzsproutYouTube Listen, I need to be real with you for a minute. If you’re trying to build a business all by yourself, you’re making it way harder than it needs to be. I recently sat down with Tanya Fox, a powerhouse entrepreneur who started her first business before Google even existed, and she…
Read MoreGoogle PodcastsApple PodcastsSpotifyBuzzsproutYouTube Why Emotional Intelligence Matters More Than Money: Lessons from the 12 Days of Giving Series The Hidden Truth About Financial Success That Most Advisors Won’t Tell You Have you ever felt completely alone with your money problems? Like no one else could possibly understand what you’re going through? You’re not alone –…
Read MoreGoogle PodcastsApple PodcastsSpotifyBuzzsproutYouTube Protecting Your Financial Future When Your Lifestyle Choices Feel Under Attack When Trust Matters Most: A Financial Planning Conversation for Everyone Who Feels Different In today’s uncertain times, many people worry about protecting themselves and their money when their life choices don’t match what others expect. What happens when the way you…
Read MoreGoogle PodcastsApple PodcastsSpotifyBuzzsproutYouTube https://youtu.be/Jm9TtfPFNHE Financial Infidelity: The Hidden Crisis That’s Breaking Up Happy Marriages The $20,000 Secret That Almost Ended It All Picture this: You’re happily married, living in suburbia with three kids, and both you and your spouse have successful careers. Life seems perfect – until you discover your partner has been hiding a…
Read MoreGoogle PodcastsApple PodcastsSpotifyBuzzsproutYouTube From Crisis to Comeback: A CEO’s Journey Through Cancer, Leadership, and Finding Strength in Community The Day Everything Changed Life can change in an instant. For Shana Sissel, CEO of Banrion Capital Management, that moment came in July 2023. What started as a successful year in business quickly turned into an unimaginable…
Read MoreGoogle PodcastsApple PodcastsSpotifyBuzzsproutYouTube The Power of Silence: Why Listening Is Your Most Underrated Superpower Have you ever left a conversation feeling completely unheard? You’re not alone. In a world where everyone is fighting to be heard, one expert discovered that the secret to deeper connections, better business, and transformed relationships isn’t in what you say…
Read MoreGoogle PodcastsApple PodcastsSpotifyBuzzsproutYouTube Breaking the Chain: How Family Money Stories Shape Our Financial Future The Night That Changed Everything: A Child’s First Money Memory We all have that first memory about money. For Dr. Preston Cherry, it wasn’t just about dollars and cents – it was about family, trust, and lessons that would last a…
Read MoreGoogle PodcastsApple PodcastsSpotifyBuzzsproutYouTube From Courtroom to Classroom: How One Attorney Found His True Purpose During the Pandemic The Moment Everything Changed Have you ever felt like you were doing good work, but somehow still missing your true calling? That’s exactly where Griffin Bridgers found himself in early 2020. As a successful attorney, he was helping…
Read MoreGoogle PodcastsApple PodcastsSpotifyBuzzsproutYouTube Why Home Renovation Support Matters: A Designer’s Journey from Traditional to Concierge Service When a tornado destroys your kitchen cabinets mid-renovation, your tile contractor’s wife gets cancer, and your cabinet installer disappears with all your door fronts – you might think your home renovation is cursed. But according to interior designer Jodi…
Read MoreGoogle PodcastsApple PodcastsSpotifyBuzzsproutYouTube From Financial Despair to Dream Home Success: A True Story of Credit Repair and Hope Have you ever felt so stuck with bad credit that you thought there was no way out? You’re not alone. Even people with million-dollar homes can find themselves drowning in financial troubles. Today, we’re sharing an incredible…
Read Morehttps://youtu.be/-i_k9BnuiG4 Google PodcastsApple PodcastsSpotifyBuzzsproutYouTube From Shelter to Security: A Financial Planner’s Guide to Surviving Divorce with a Special Needs Child The Hidden Financial Story That Could Change Your Life When a mother and her autistic son fled to a domestic violence shelter, she never imagined that understanding pension valuations would be the key to rebuilding…
Read MoreGoogle PodcastsApple PodcastsSpotifyBuzzsproutYouTube Understanding Autism Early Signs: A Parent’s Guide to Recognition and Support The Moment Every Parent Fears Have you ever watched your child play and felt that nagging feeling that something might be different? You’re not alone. Every day, parents across the country experience that subtle worry, wondering if their child’s development is…
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Google PodcastsApple PodcastsSpotifyBuzzsproutYouTube Have you ever wondered if those social media “gurus” promising overnight millions are telling the truth? In a powerful new episode of Cash and Sass Podcast, Lisa Marie (The Sassy Wealth Queen) shares her journey from food stamps to becoming a top 0.5% female entrepreneur. But unlike the quick-success stories flooding your…
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Google PodcastsApple PodcastsSpotifyBuzzsproutYouTube When life hits hard, some people crumble. Others, like Staci Gray, turn tragedy into triumph. After her mother’s stage 4 cancer diagnosis, Staci stepped in to run her father’s seven businesses. What happened next transformed not just her family’s companies, but revolutionized how dozens of entrepreneurs approach business freedom. The Wake-Up Call…
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Google PodcastsApple PodcastsSpotifyBuzzsproutYouTube Imagine building a multi-million dollar empire while doing yoga at 9 AM every day. Sounds impossible, right? That’s exactly what beauty industry titan Danielle Keasling has done – and she’s exposing the truth about what it really takes to succeed in today’s digital age. The Social Media Myth vs. Reality In a…
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Google PodcastsApple PodcastsSpotifyBuzzsproutYouTube Ever wonder why some businesses seem to be everywhere – TV, podcasts, magazines – while yours keeps grinding away in silence? Here’s a shocking truth: It’s not about having the best product or service. It’s about something much simpler that most business owners completely overlook. In a recent episode of No BS…
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Selling your business? The brutal truth: 95% of deals happen with buyers you’ve never heard of. Here’s why most owners leave millions on the table.
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Imagine being 19, moving into a chaotic college co-op house, and suddenly becoming the property manager overnight. That’s exactly how Terry Schauer’s real estate journey began. Instead of being overwhelmed, she turned trash collection and toilet paper stocking into valuable lessons in property management. Today, she’s transformed that accidental start into a thriving real estate empire, helping others overcome their fears of real estate investing. Her story proves that sometimes the best opportunities come from the most unexpected places – even a messy college house.
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Ever felt like you’ve got it all, but you’re still not happy? That’s exactly what happened to Amber Fuhriman. She was a big-shot lawyer with a fat paycheck, but she was miserable. Panic attacks hit, and she knew something had to change. So, what did she do? She took a leap and started her own business.
It wasn’t easy. Amber faced loneliness, money worries, and a ton of new challenges. But she didn’t give up. She pushed through and built a $300,000 law firm in just two years!
Amber’s story teaches us that success doesn’t equal happiness. It’s all about your mindset and how you face your fears.
John Brink’s life is a testament to the power of grit and determination. Born in war-torn Holland, he arrived in Canada at 23 with just a suitcase and a dream. Despite facing language barriers and starting from scratch, John built a thriving lumber empire. Now, at 84, he’s not only running multiple successful businesses but also competing as a bodybuilder. His secret? Unwavering positivity, relentless work ethic, and a commitment to health. John’s journey proves it’s never too late to chase your dreams. His story isn’t just inspiring—it’s a wake-up call for anyone making excuses. What’s holding you back?
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Are you tired of juggling your finances and wishing for a simpler way? Enter the modern family office – a game-changer that’s not just for billionaires anymore. Think of it as your personal financial dream team, handling everything from investments to tax planning. They save you time, offer expert advice, and tailor their services to your unique needs. Whether you’re a busy business owner or a high earner looking to grow your wealth, a modern family office could be your secret weapon. It’s not just about managing money; it’s about giving you back your most valuable asset: time. Ready to take control of your financial future?
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entrepreneur went from corporate slave to web development queen, founding Walton Birch and co-creating the Black Lady Business School. Her secret? Start small, think big, and never stop hustling.
Forget the overnight success stories. Real entrepreneurship is about grit and consistency. Kathryn’s all about the “minimum viable product” approach – get the basics up and running, then build from there.
Whether you’re dreaming of a modern family office or just dipping your toes in the business world, remember this: Just start somewhere. Perfect is the enemy of done. Now get out there and make it happen!
Ready for a wake-up call about wealth? Forget what you think you know about success. I recently chatted with Kevin Palmieri from Next Level Universe, and it’s gonna shake up your world. Here’s the bomb: a six-figure job doesn’t equal happiness. Kevin had it all – money, looks, success – but was miserable. Why? Because true wealth isn’t just about cash. It’s about abundance in all areas of life. Energy, knowledge, love, opportunities – that’s real wealth. And it’s what we focus on in modern family office planning. Ready to rethink your path to success? Let’s dive in.
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Balancing business success and a thriving relationship isn’t easy, but it’s possible. Just ask Jenny Townsend, who turned a personal crisis into fuel for both professional and marital growth. Her “Stroke It” method offers practical steps to nurture all relationships, including the one with yourself. Key takeaways include setting clear priorities, being present, understanding each other’s needs, and making time for fun. Jenny also emphasizes the importance of an exit strategy for both business and marriage, regular goal check-ins, and finding balance in wealth and happiness. With the right mindset and tools, you can affair-proof your business and strengthen your personal life.
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Think tech is all about coding? Think again! Sonia Couto, a badass woman in tech, opened my eyes to a bunch of cool tech jobs you might not know about. There’s marketing to sell those awesome products, project management to keep everything running smooth, and business analysis – a super detail-oriented job that Sonia says women often excel at. Don’t forget quality assurance to make sure everything works right. Sonia just hired a woman as a product specialist who’s “kicking butt”! The tech world is full of opportunities, and women are crushing it in all sorts of roles. Ready to explore your place in tech?
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The financial industry is a mess, but Valerie Rivera is changing the game. As the founder of First Gen Wealth, she’s not your typical CFP®. Valerie went from bank teller to wealth management maverick, focusing on first-generation wealth builders – the folks Wall Street forgot.
Unlike traditional firms that only care about million-dollar portfolios, Valerie’s approach is about more than just investments. She tackles the emotional side of money, helping people rewrite their financial stories.
The industry needs more advisors like Valerie who give a damn about more than just AUM. It’s time to break down barriers and ask yourself: “Why not me?” when it comes to building wealth.
AI is changing finance, but human advisors still matter. We bring empathy, tough love, and real-world experience to help you reach your money goals.
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Victoria Pelletier is a force to be reckoned with in the corporate world. From tough beginnings as the child of a teenage mom struggling with addiction, she clawed her way to the top, becoming a chief operating officer at just 24 years old.
But Victoria’s not your typical corporate bigwig. She’s fighting to make workplaces better for everyone. In a world where companies are cutting diversity programs, she’s pushing back, reminding us why inclusion matters.
The future of work, according to Victoria, is all about balance. We need the flexibility of remote work, but also the human connection you get in the office. And above all, we need leaders who care about their people and aren’t afraid to shake things up.
Alright, listen up! If you’re feeling overwhelmed by SEO, you’re not alone. But here’s the deal: it’s not rocket science. SEO is all about connecting with people who are looking for what you offer. It’s like having a 24/7 salesperson working for you online.
Want the secret sauce? Start blogging regularly. Those posts stick around way longer than social media updates. Use Google’s keyword planner to find out what your audience is actually searching for. Build quality backlinks, and don’t be shy about asking for reviews – they’re SEO gold.
Remember, consistency is key. You won’t see results overnight, but stick with it, and you’ll crush it in the digital world. Now get out there and make your business impossible to ignore!
Alright, let’s cut through the bullshit about content creation and AI. Here’s the deal: everything is content, but that doesn’t mean you should just throw spaghetti at the wall and hope it sticks. You need a strategy, a reason for showing up.
AI? It’s a tool, not a magic wand. Use it to streamline your process, but don’t let it hijack your voice. Edit that output, always. Make it yours.
And remember, you’re the boss of your own business. You don’t have to follow someone else’s playbook. Create content that aligns with who you are and what you want to achieve. If that means skipping the 5 AM hustle culture crap, so be it.
Your business, your rules. Now go create something authentic.
Ready to transform your financial future? Dive into the world of box trucks with Sausha Walker, the unstoppable Queen of Box Trucks! Sausha’s journey from corporate life to a six-figure box truck empire is nothing short of inspiring. Discover how she turned a pandemic pivot into a thriving business, built a supportive community, and created job opportunities. This powerful story will motivate you to take control of your wealth journey and explore unconventional paths to success. Follow Sausha’s journey on Instagram, learn more at Box Truck Millionaire, and hear her story on Spotify and Apple Podcasts.
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In this article, we redefine true wealth and guide you on taking meaningful steps in your financial journey. Drawing inspiration from Alan Lazaros’s story, we explore the importance of a growth mindset, practical financial strategies, and achieving holistic wealth. Discover how embracing challenges, leveraging multiple income streams, and balancing personal and financial goals can transform your life. Learn from Alan’s philosophy and start your journey to true wealth today. Engage with resources like the Next Level University YouTube channel, follow Alan on Instagram, and connect on LinkedIn. Your path to financial freedom and fulfillment starts now.
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Unlock your true wealth potential by transforming your mindset. In this powerful blog post, discover how Carly Pepin’s insights can guide you through overcoming past traumas, recognizing and addressing imposter syndrome, and building a supportive team to help you reach your financial goals. Learn practical steps to shift your mindset, set inspiring goals, and embrace continuous learning. By understanding the deep connection between mindset and financial success, you can embark on a journey toward a more fulfilling and prosperous life. Start your transformation today by visiting No BS Wealth and connecting with Carly Pepin on TikTok for daily motivation and insights. Your future self will thank you!
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Embark on your wealth-building journey with actionable strategies that transform your financial future. From understanding your current financial situation to setting clear goals and creating a realistic budget, this guide covers it all. Discover the power of investing, building multiple income streams, and effective debt management. Inspired by Jacki Leahy’s remarkable transition from kindergarten teacher to tech startup leader and consultant, you’ll learn the importance of strategic planning and continuous learning. Unlock the magic in your finances and take the next step toward financial freedom today. For more insights and support, connect with Jacki Leahy on LinkedIn and explore Activate the Magic. Your bright financial future awaits!
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Email marketing remains one of the most powerful tools for businesses, offering an incredible return on investment and a direct line to your audience. In our latest podcast episode, Tanya Brody, a seasoned email marketing expert, debunks common myths and shares actionable strategies to master email marketing. Learn about building an organic email list, crafting engaging content, and finding the perfect email frequency. Tanya’s insights, including her seven email types system, provide a comprehensive guide to enhance your marketing efforts. Ready to transform your approach? Dive into this episode and start leveraging the full potential of email marketing today! Listen now on the No BS Wealth Podcast.
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Choosing to live a child-free life is a powerful and liberating decision, offering unique opportunities for personal growth and financial freedom. With increased disposable income and fewer responsibilities, child-free individuals can invest in their passions, travel, and career development. However, this lifestyle also comes with its own set of challenges, such as long-term care planning and societal judgments. Jay Zigmont, PhD, CFP®, founder of Childfree Wealth, provides expert guidance tailored for the child-free community. His life-first financial planning approach ensures that your financial strategies support your unique goals. Embrace the freedom and flexibility of a child-free life with confidence, and connect with resources and communities that celebrate your choice.
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Divorce is a challenging and emotionally charged process, especially when it comes to managing finances. Jamie Lima, a Certified Divorce Financial Analyst (CDFA), offers invaluable insights drawn from both personal experience and professional expertise. Witnessing his parents’ financial struggles during their divorce and navigating his own, Jamie understands the pitfalls and provides practical strategies to avoid them. In this article, Jamie shares his journey, offers tips for building a strong support team, and discusses common financial mistakes to avoid. Whether you’re considering divorce, going through it, or supporting someone else, this guide will equip you with the tools needed for financial stability. For deeper insights, listen to Jamie’s advice on the No BS Wealth Podcast.
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Starting a business is thrilling, but don’t overlook the crucial legal foundations. Without the right legal protections, your business is vulnerable to costly mistakes and disputes. In this comprehensive guide, we explore why every entrepreneur needs a business attorney, the importance of securing trademarks, and the benefits of flat fee legal services. Learn how proactive legal measures can save you time, money, and stress, ensuring your business’s long-term success. For expert insights and practical advice, connect with Kelli Jones on LinkedIn, follow her on Instagram, and visit Your Legal Era. Secure your business’s future with robust legal support and focus on what you do best—growing your business.
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Exit planning is a crucial yet often overlooked aspect of running a business. It’s not just for those nearing retirement; it’s essential for every entrepreneur. Early planning allows you to maximize your business’s value, ensure a smooth transition, and secure your financial future. This guide explores the importance of exit planning, when to start, and the steps to create an effective plan. Learn from real-life success stories and discover valuable tools and resources to aid your journey. Start today to ensure your hard work translates into lasting value and a successful exit. For more insights, follow experts like Tracy Gunn on YouTube, LinkedIn, and Twitter.
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Jorrell Bland’s story is a compelling narrative of transformation, from growing up in the vibrant yet challenging streets of Harlem to becoming a distinguished financial planner. His journey is marked by a profound commitment to financial literacy, particularly in underserved communities, driven by the belief that education is a cornerstone of empowerment. Through his work, Jorrell not only shapes the financial futures of his clients but also contributes to a broader goal of societal advancement. His experiences and insights underscore the importance of perseverance, ethical practices, and community involvement in the finance industry. Follow Jorrell’s ongoing mission as he uses his platform to educate and inspire, making financial planning a tool for positive change.
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https://youtu.be/wOM9bcmFcoY Google PodcastsApple PodcastsSpotifyBuzzsproutYouTube Navigating the World of Alternative Investments with Expertise from Shana Orczyk Sissel In the vast universe of investment opportunities, alternative investments stand out as a dynamic and often lucrative avenue that can help diversify portfolios beyond the traditional bounds of stocks and bonds. These investments, which include assets like real estate,…
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In this enlightening episode of the No BS Wealth Podcast, Mariana Lacombe shares her transformative journey from a modest upbringing in Brazil to becoming a global business strategist. Through her compelling narrative, Mariana debunks common coaching myths, emphasizing the pivotal role of a strategic mindset in achieving entrepreneurial success. Her insights into the power of financial literacy and strategic risk-taking offer invaluable lessons for business leaders aiming to navigate the complexities of modern entrepreneurship. Tune in to uncover how Mariana’s unique approach to business and wealth management can inspire and equip you to elevate your own professional and personal endeavors. For the full episode, visit Spotify or Apple Podcasts.
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Dive into the inspiring journey of Mar De Carlo, an entrepreneurial luminary who has transcended global business barriers to empower women and parents worldwide. This blog explores Mar’s path from a curious tinkerer to a global influencer, highlighting her commitment to ethical entrepreneurship, her strategies for overcoming business challenges, and her dedication to fostering work-life integration. Learn how Mar’s personal experiences shaped her business philosophy, and how she uses her success to advocate for inclusivity and growth. Join us as we uncover the secrets behind her thriving international presence and how she inspires others to pursue their entrepreneurial ambitions with integrity and passion.
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In a financial world often dominated by jargon and detachment, Misty Lynch stands as a beacon of change. With a unique blend of professional acumen and genuine empathy, she redefines the essence of financial planning. Beyond mere numbers, Misty champions a philosophy where education, empowerment, and deep personal connections pave the way for financial well-being. Her innovative approach, integrating life coaching with financial advice, transforms the advisor-client relationship into a partnership of mutual growth and understanding. Misty’s story is more than a narrative of professional success; it’s a call to embrace a more human-centric approach to finance, one where empowering clients through education and engagement leads to lasting financial confidence and life enrichment.
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In an era dominated by fleeting trends and digital noise, Episode 76 of the NoB$ Wealth Podcast serves as a beacon for those seeking clarity and substance in their marketing strategies. With insights from industry mavens Stoy Hall, Kristina Hall, and Kelsey Mead, this episode challenges conventional wisdom, advocating for a marketing approach rooted in authenticity, sustainability, and ethical practice. This blog post delves deep into their discussion, offering a fresh perspective on navigating the complex digital marketing landscape. Join us as we explore the pivotal role of authenticity in branding, the nuances of public relations, and the undeniable power of marketing with integrity. It’s time to redefine success on your terms.
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Dive deep into the heart of marketing strategies and personal branding with the latest episode of the No BS Wealth Podcast. Join Kelsey Mead, Kristina Hall, and Stoy Hall as they unravel the complexities of digital marketing, emphasizing the power of authenticity, strategic content creation, and the importance of choosing the right platforms. Discover how collaboration and networking can transform your marketing efforts, fostering a community over competition. This comprehensive discussion not only highlights key marketing insights but also offers actionable strategies to enhance your digital presence. Listen to the full episode for an in-depth exploration of these topics and gear up for future discussions that promise to further demystify marketing and branding strategies in the digital age.
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Explore the insightful world of estate and legacy planning with Griffin Bridgers on the NoBS Wealth Podcast. Dive deep into the essentials of estate planning, from personalized asset consideration to the critical role of beneficiary designations and legacy planning. Bridgers illuminates the future of estate planning, highlighting the integration of digital assets, dynamic documents, and relational planning. Start your estate planning journey early and embrace it as a lifelong process to preserve your legacy. For a comprehensive guide and more in-depth discussion, listen to Griffin Bridgers on Spotify or Apple Podcasts, and follow his expert advice on LinkedIn, Substack, and YouTube. Join us in navigating the complexities of estate and wealth management for a secured legacy.
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Dive into the transformative world of financial empowerment with Kelsey Mead, a seasoned mindset coach who merges the power of NLP and hypnotherapy to challenge and reshape your financial beliefs. In this engaging segment of the “Money Mindset Series,” we explore how shifting your mindset is not just about achieving financial success but about enriching your entire life. Kelsey’s approach goes beyond conventional wisdom, offering a holistic path to wealth that integrates financial health with physical and mental well-being. Discover the tools and insights needed to unlock your potential and embark on a journey to financial freedom with Kelsey Mead.
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Dive into the insightful world of Gabriel Langley in our latest Money Mindset Series, where strategic growth meets heartfelt wisdom. From his transformative journey from musician to business visionary, Langley shares invaluable lessons on overcoming challenges, embracing strategic partnerships, and fostering leadership. Discover how emotional resilience and a commitment to bridging socioeconomic divides can propel your business to new heights. Join us as we explore Langley’s philosophy of innovation, empathy, and strategic foresight, offering a beacon of guidance for entrepreneurs eager to navigate the complexities of the business world with confidence and purpose.
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In an enlightening conversation with Stoy Hall, CFP®, Gabriel Langley shares invaluable insights into the journey of business growth, leadership, and overcoming socio-economic barriers. As we delve into this discussion, we uncover the essence of resilience, strategic planning, and the power of community. Gabriel, a visionary leader of Alpha Group Innovation, offers a compelling narrative…
Read MoreThe financial planning industry is undergoing a transformative shift towards more personal and emotionally-engaged relationships, as exemplified by Julie Johnson, a pioneering financial advisor who prioritizes human connections over transactions. Julie began her career in a male-dominated field in 1996 and overcame industry norms to manage a billion dollars in assets by focusing on client engagement and emotional bonds. Her approach recognizes that trust and understanding are key, advocating for authenticity and vulnerability in an industry often perceived as cold and clinical. Julie’s methods underline the significance of adapting to generational and gender differences, emphasizing inclusion and empathy. Her success and philosophy suggest a future for financial planning centered on nurturing long-lasting relationships, with success measured in trust rather than portfolio size. To learn more, follow Julie’s continuing journey through her website and social media.
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In our latest “Money Mindset Series,” we delve into the transformative journey of health and wealth with Heather Binns. This series isn’t just about achieving financial stability or physical fitness; it’s about crafting a lifestyle that harmonizes both, guided by Heather’s expertise. Heather advocates for a personalized, sustainable approach, highlighting the interconnectedness of our health and financial well-being. She teaches us that investing in our health is a preventive measure that not only enhances our quality of life but also serves as a foundation for financial success. Join us as we explore actionable strategies, real-life success stories, and the profound impact of balancing health and wealth, embodying Heather’s belief that true richness comes from a well-rounded, fulfilled life.
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In the final episode of his 12-day series, Stoy Hall, CFP®, shares a compelling narrative that highlights the essence of the Modern Family Office. This story, featuring a client navigating through personal loss and financial disarray, not only showcases Stoy’s empathetic and skilled approach but also illustrates the transformative impact of a Modern Family Office. Stoy’s unique blend of honesty, expertise, and a no-BS attitude brings to life a financial planning model that extends beyond traditional boundaries, offering a beacon of hope and a pathway to stability for families and business owners alike. Join Stoy on Day #12 as he unfolds the pivotal role of the Modern Family Office in redefining financial wellness.
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The NoBS Wealth Podcast’s “12 Days of Giving Series” features Tommy Sikes, CFP®, the creator of TravelTirement, advising on affordable retirement living abroad. Tommy’s platform presents an innovative financial planning perspective, encouraging U.S. retirees to consider relocating to countries with lower living costs, like Italy and France. He provides practical advice on housing, healthcare, and navigating taxes, all while highlighting the emotional benefits of expat life. His insights on achieving a financially viable and fulfilling retirement are accessible across social media platforms and podcasting services. TravelTirement’s global approach offers an empowering retirement alternative to those constrained by U.S. living expenses.
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