Thinking about partnering with a loved one for an investment or support?

Before you ask, reflect: Are past experiences holding you back from reaching out without fear of judgment? 💭

It’s time to shift the mindset and open the door to possibilities.
#investing #investment #moneymindset #wealthmindset

Frustrated? Speak up.

It’s as simple as that.
#homeproject #homeremodel #interiordesign #businesspodcast

People care more than you realize, and their concern often goes unnoticed.

Your actions, words, and presence have a deeper and more profound impact than you might ever imagine.

Never underestimate the ripple effect of your kindness, efforts, and authenticity—they can inspire and uplift others in ways you may never see.

#authenticity #businessowner #entrepreneur #businesslife #businesspodcast #wealthpodcast

In moments of isolation and struggle, remember that connection awaits.

Support exists beyond your current perspective, but it requires courage to reach out.

Taking that first step—vulnerable and uncertain as it might feel—can open doors to understanding, compassion, and genuine human connection.

You don’t have to carry your burdens in silence. Help is available!
#isolation #connectionawaits #communitysupport #humanconnection

In moments of struggle, remember compassion—both for yourself and others. While your challenges may feel overwhelming, there’s always someone facing even greater hardships.

The holidays can amplify emotional weight, so approach yourself and those around you with understanding and kindness.

Take time to acknowledge your difficulties, but also pause to appreciate the blessings that exist in your life, however small they might seem.

Especially during this season, extend grace generously. We’re all navigating complex emotions and personal battles, often invisible to those around us.

A gentle word, a moment of patience, or a simple act of empathy can make a significant difference in someone’s journey.

#emotionalweight #patience #empathy #compassion #wealthpodcast #growthpodcast

Social media is only a highlight reel.

Whether it’s color-coded fridges, perfectly prepped meals, or meticulously labeled bins, it’s easy to feel like we should have it all together and that we’re not doing as well as others if they look like they have it altogether.

But here’s the truth: you don’t need to be “that person because real life isn’t about perfection—it’s about being authentically you.

#highlightreel #socialmedia #businesspodcast #wealthpodcast

In most relationships, one partner tends to take charge of finances while the other avoids them altogether.

But creating what I call a “wealthy marriage” takes effort from both sides. Bridging that gap starts with a willingness to communicate openly, even if one partner has more of a CFO mindset.

It’s not about turning both into financial experts—it’s about building understanding and a shared vision for your financial future.

True partnership means growing together, money included. 🌟

#finances #wealthymarriage #CFOmindset #moneymindset #financialplanner

Day 12 of #12daysofgiving

Today’s episode: From Cancer Diagnosis to Cancer-Free – Business Owner’s Story with Shana Sissel!

Sometimes life shifts in ways you’d never expect—whether for better or worse. In just three months, everything Shana built seemed to fall apart for her.

But through it all, she learned the power of having the right people around you, and what a difference it can make it for your healing.

Never underestimate the impact of a small circle of support – in business or in life.

🎧 Tune into episode 12. Now streaming on Apple and Spotify.

#businessowner #entrepreneur #businesslife #businesspodcast #wealthpodcast

In this conversation, @stoyhall and Matt Halloran CRO of @proudmouth delve into the transformative power of listening in both personal and professional contexts. They discuss how effective listening can enhance relationships, improve business outcomes, and foster deeper connections with clients. Matt shares insights from his extensive experience in interviewing and coaching, emphasizing the importance of genuine curiosity and the practice of active listening.

The discussion also touches on practical techniques, such as the five-second rule, to enhance listening skills and create meaningful conversations.

Check out his new book https://www.amazon.com/dp/B0DPJ88545/ref=sr_1_3?crid=2BRH0MFB1YZXS&dib=eyJ2IjoiMSJ9.GqnLf_ocjcBcbhWbtzkJm2ZjKgAkqh61o3G_UD1X2LdntcSPeipvT3eJejbeWh812sJ5X5aYXsfCaSO9ge7gdw_9t2qwzbOtvL5LFAZ_juHkBZpU8JIHqVTCq9HdOYyPke3UzSoi69l72oVjDr87qA.Np7kfzNUpe2gs-AaWjKV7cUupZj8b96E_OETeYREkbc&dib_tag=se&keywords=shut+the+f+up+and+listen&qid=1733333299&sprefix=shut+the+f+upaps879&sr=8-3

Chapters
00:00 The Importance of Listening in Financial Conversations
03:06 Transforming Relationships Through Active Listening
05:57 The Art of Listening to Understand
09:12 Listening as a Tool for Business Success
12:09 The Five Second Rule: Enhancing Listening Skills
15:07 Valuing Human Connection in Financial Advisory
17:52 Practical Steps to Improve Listening Skills

Day 11 of #12daysofgiving

Today’s episode: The Life-Changing Power of Shutting Up and Listening with Matt Halloran!

Want deeper, more meaningful conversations?

Start by asking someone what they’re grateful for—and then just wait.

After their initial answer, maintain calm eye contact, take a centering breath, and resist the urge to fill the silence. There is absolute power in the pause.

That quiet moment creates space for them to open up further, leading to real, unfiltered dialogue.

Sometimes, the best way to connect is by simply holding the space for others to share. 🌟

🎧 Tune into episode 11. Now streaming on Apple and Spotify.

#meaningfulconversation #unfiltereddialogue #converstationtip #growthpodcast

Day 10 of #12daysofgiving

Today’s episode: When Family & Money Collide – Healing Relationship with Preston Cherry!

Tradition is great—until it holds you back.

Whether it’s syrup on biscuits or financial habits passed down through generations, sticking to “the way it’s always been done” can stop progress.

Financial trauma or outdated beliefs don’t have to define your future, even if it’s ‘tradition.’

Change the approach, find balance, and rewrite the rules for yourself.

🎧 Tune into episode 10. Now streaming on Apple and Spotify.

#financialhabit #financialtrauma #financialplanning #personalfinances #moneymanagement

Day 9 of #12daysofgiving

Today’s episode: From Feeding Tubes to Family Meals with Rachel Hemer!

Parenting can feel overwhelming, especially when milestones don’t seem to line up.

The truth is, every child grows at their own pace, and milestones are just tools—not absolutes. If something feels off or challenging, trust your instincts.

It never hurts to check in and get answers to your questions. Addressing concerns early can provide clarity and peace of mind.

Parenting isn’t about perfection—it’s about staying proactive and curious.

🎧 Tune into episode 9. Now streaming on Apple and Spotify.
#parenting #parentingtips #businesspodcast #parentingnotperfection

Day 8 of #12daysofgiving

Today’s episode: Breaking Free from Employee Mindset with Griffin Bridgers!

In most things in life, there’s rarely anything truly new under the sun.

Waiting for a groundbreaking idea or flawless strategy isn’t the answer, especially when it comes to your finances and accounting.

Start earlier than you think, focus on proven methods, and remember that chasing trends for the sake of innovation often leads to more noise than results, and can even lead you further away from what you’re hoping for in the long-term.

Clarity and consistency beat trendy every. single. time.

🎧 Tune into episode 8. Now streaming on Apple and Spotify.
#employeemindset #entrepreneurmindset #businessfinances #personalfinances

Day 7 of #12daysofgiving

Today’s episode: Why Home Project Feels Overwhelming & Support Needed with Jodi Peterman!

Owning the issue and showing a solution is really the only way to move forward. And the one thing we’ve done right from day one.

Not just providing problems to clients, but also giving them solutions to those problems so they don’t feel like they’re alone in resolving them.

There’s always room to learn and improve, but this principle is a non-negotiable for delivering real value and building trust.

🎧 Tune into episode 7. Now streaming on Apple and Spotify.

#homeproject #homeremodel #interiordesign #businesspodcast

Day 6 of #12daysofgiving

Today’s episode: We Almost Lost Everything’ – Couple Rebuilt Credit & Wealth with Sara Weldon of Trufinco.

Lower credit scores are NOT the end-all-be-all we are led to believe.

Even if you’re in the 400s, there’s a way out—but it takes time and persistence, not the quick fix solution that so many other creditors are trying to sell you

Sara’s best advice? Stay patient and consistent, and over time, you’ll see progress.

Tune into episode 6: https://www.youtube.com/watch?v=m-gZeFraiQg&feature=youtu.be

🎧 Now streaming on Apple and Spotify.

#credit #buildingcredit #creditscore #creditor #financialplanner #financialadvisor

In this conversation, @stoyhall and Sara discuss the importance of financial empowerment, particularly in overcoming credit challenges. Sara shares the inspiring story of her clients, Sue and Dan, who faced significant credit issues but were able to turn their situation around with the right guidance and support.

The discussion emphasizes the importance of mindset, financial education, and taking actionable steps to improve one’s financial situation. Sara’s passion for helping others stems from her own experiences, and she encourages listeners to take control of their financial futures by understanding their credit reports and seeking help when needed.

Chapters
00:00 Introduction to Financial Empowerment
03:09 The Journey of Sue and Dan
05:59 Overcoming Credit Challenges
08:48 The Importance of Mindset
12:06 The Role of Financial Education
14:56 Taking Action: Understanding Your Credit
18:01 Conclusion and Call to Action

In this episode, @stoyhall & Jamie M. Lima discuss a heartwarming client story involving a woman navigating a difficult divorce while caring for her son with autism. They explore the financial challenges she faced, the importance of understanding financial tools like Quadro, and the need for organization during the divorce process.

The conversation emphasizes the emotional toll of divorce, especially during the holidays, and the significance of building a supportive team to help individuals through this challenging time.

Chapters
00:00 Introduction to a Heartwarming Client Story
04:57 Navigating Divorce: A Client’s Journey
09:49 Understanding Quadro: The Financial Tool in Divorce
14:54 The Importance of Financial Organization
20:10 Building Your Support Team During Divorce

Day 5 of #12daysofgiving

Today’s episode: Finding Financial Freedom After Domestic Violence with Jamie Lima!

A Qualified Domestic Relations Order (QDRO) is a legal document used to divide 401(k)s, 403(b)s, and other retirement plans in divorce settlements

It outlines the agreed terms, such as payment amounts, distribution timelines, and designated beneficiaries.

The QDRO ensures that retirement assets are distributed fairly based on the agreement, providing clarity and structure for both parties.

If you’re navigating a divorce involving retirement plans, understanding this process is essential, and we’re here to help.

Tune into episode 5: https://www.youtube.com/watch?v=-i_k9BnuiG4&feature=youtu.be

🎧 Now streaming on Apple and Spotify.
#financialfreedom #retirement #domesticviolence #retirementdistribution #retirementplan #financialplanning

In this conversation, @stoyhall and Jessica discuss the challenges and processes surrounding autism diagnosis and ABA therapy. Jessica shares her journey into the field, the importance of early signs of autism, the diagnostic process, and the critical role of parents in supporting their children.

They emphasize the need for community support and open communication among families dealing with autism.

Chapters

00:00 Introduction to Autism and ABA Therapy
03:01 Understanding Early Signs of Autism
05:54 Navigating the Diagnosis Process
09:06 Resources and Support for Families
11:57 The Role of Parents in ABA Therapy
14:59 The Lifelong Journey of Learning
17:48 Encouragement and Community Support

Day 4 of #12daysofgiving

Today’s episode: Understanding Autism Signs – A Mother’s Journey with Jessica Marken!

For families new to developmental concerns, the first step can feel overwhelming.

Whether it’s a preschool noticing early signs or parents just beginning to understand a diagnosis, the process starts with education and support.

From identifying behaviors to explaining how Applied Behavior Analysis (ABA) can help, every step is about empowering families with the tools and knowledge they need to support their kids.

Early understanding leads to impactful change.

🎧 Now streaming on Apple and Spotify.
#autism #mothersjourney #autismsigns AppliedBehaviorAnalysis #wealthpodcast

Day 3 of #12daysofgiving

Today’s episode: Financial Infidelity Exposed – Why Partners Hide Money & How to Heal with Ashley Quamme!

Financial infidelity isn’t about cheating in the traditional sense—it’s about intentionally keeping money secrets from your partner.

Whether it’s hidden accounts, secret spending, or gatekeeping financial decisions, it’s a breach of trust that can take many forms.

Honest communication is key. Building a transparent financial partnership helps strengthen trust and avoids the pitfalls of secrecy. Let’s normalize talking about money openly in relationships. 🌟

🎧 Now streaming on Apple and Spotify.
#financialinfidelity #financialpartnership #secretspending #hiddenaccounts #financialdecision

Day 2 of #12daysofgiving.

Today’s episode: Conversation on Trust, Protection & Hope with Jay Zigmont!

Sometimes, having a plan is more about the comfort it brings than actually needing to act on it.
Whether it’s moving to another country or taking big steps toward financial security, a solid safety plan is like a warm, comfy blanket—it reminds you that you’ve got options and you’re prepared.

You may never need to pull the trigger, but knowing the steps gives you the confidence to move if the time comes.

Planning ahead is power.

🎧 Now streaming on Apple and Spotify.

#financialsecurity #ChildfreeLife #FinancialFreedom #LiveYourWay #ChildfreeGuide #LifeAndMoney #BreakingNorms #ChildfreeWealth

In this conversation, @stoyhall and Kristina Hall discuss the upcoming 12 Days of Giving podcast series, emphasizing the importance of emotional storytelling in financial services. They explore the purpose behind the series, the criteria for selecting guests, and the key takeaways from past episodes.

The discussion highlights common emotional themes in client stories and the need for transparency and genuine connection in the financial industry. Stoy shares insights on how emotional connections can enhance client relationships and encourages listeners to engage with the community.

Chapters

00:00 Introduction to the 12 Days of Giving
02:05 The Importance of Emotional Storytelling
04:48 The Purpose Behind the Podcast
06:14 Criteria for Guest Selection
07:30 Key Takeaways from Past Episodes
09:38 Common Emotional Themes in Stories
11:31 The Shift to Emotional Connection
15:05 Transparency in Financial Services
17:05 Encouragement for Community Engagement

Our annual #12daysofgiving series is BACK and we have an incredible lineup of guests.

This year, we’re going deeper—diving into the emotional ties behind today’s financial challenges and sharing real, transparent stories. From navigating life as a female business owner to building client connections, we’re covering it all.

No fluff, no B$, just insights to empower your journey. 🚀

Here’s the line up:
🎄 12/13: You’re Not Alone: Unveiling Real Stories – Stoy Hall & Kristina Hall
🎄 12/14: Finding Your Financial Safe Haven – Conversation on Trust, Protection & Hope – Jay Zigmont
🎄 12/15: Financial Infidelity Exposed – Why Partner Hides Money & How to Heal – Ashley Quamme
🎄 12/16: Understanding Autism Signs – A Mother’s Journey – Jessica Marken
🎄 12/17: Finding Financial Freedom After Domestic Violence – Jamie Lima
🎄 12/18: ‘We Almost Lost Everything’ – Couple Rebuilt Credit & Wealth – Sara Weldon
🎄 12/19: Why Home Project Feels Overwhelming & Support Needed – Jodi Peterman
🎄 12/20: Breaking Free from Employee Mindset – Griffin Bridgers
🎄 12/21: From Feeding Tubes to Family Meals – Rachel Hemer
🎄 12/22: When Family & Money Collide – Healing Relationship – Preston Cherry
🎄 12/23: The Life-Changing Power of Shutting Up and Listening – Matt Halloran
🎄 12/24: From Cancer Diagnosis to Cancer-Free – Business Owner’s Story – Shana Sissel

The ride starts today, and trust us—you don’t want to miss it.✨

🎧 Now streaming on Apple and Spotify.
#financialchallenge #moneymindset #FinancialInfidelity #FinancialFreedom

Let’s be real—when was the last time you made a decision that wasn’t influenced by emotion?

Society tells us to push feelings aside and focus solely on the grind, but that approach is backwards.

Your gut, your instincts, your emotions—they’re not distractions; they’re part of who you are.

By understanding and embracing them, you can let them guide you to where you truly want to go.

Let’s rewrite the narrative and put emotions back in the driver’s seat.

#emotion #moneymindset #emotionaldecisions #emotionalnarrative

Here’s a simple filter for finding the right people to work with:

1️⃣ Are you a good person?
2️⃣ Are you truly committed to bettering humanity?
3️⃣ Are you not just in it for the money?

It’s not about perfection—it’s about alignment with values that matter.

Surround yourself with those who share your vision for impact over income, and you’ll build something meaningful. 🌟

#financialplanner #moneymanagement #moneychaser #moneymaker

Let’s talk about something we all face: those tasks that pile up and drain your mental bandwidth.

You know what real success looks like? Having a trusted partner who can take those challenges off your plate.

Someone who gets it, owns it, and delivers – no micromanaging needed.

It’s not just about delegation – it’s about finding that rare combination of trust and competence that lets you truly let go.

This is a little sneak peek to our #12DaysOfGiving series which kicks off December 13th! You won’t want to miss.

👉 Save the date and follow now for daily doses of wealth-building wisdom that goes beyond the basics.

#businessowner #entrepreneur #businessgrowth #businessownertips

In this conversation, host @stoyhall and Guest Griffin Bridgers shares his transformative journey from practicing law to becoming a thought leader in estate planning and wealth management. He discusses the importance of educating peers and clients, overcoming imposter syndrome, and the significance of taking action to build relationships and create impactful content.

The dialogue emphasizes the need for long-term thinking in entrepreneurship and the value of community support in professional growth.

Chapters
00:00 Introduction to a Transformative Journey
05:09 The Shift from Law to Education
10:02 Building a Community of Support
15:03 Overcoming Imposter Syndrome
20:00 Taking Action and Building Relationships

In this conversation, @stoyhall and Jodi Peterman w/@elizabetherindesigns8297 discuss the evolution of Jodi’s business towards a concierge service model in home design. They explore the challenges clients face during renovations, the importance of communication between clients and contractors, and strategies for managing stress throughout the renovation process.

Jodi shares real-life examples of renovation challenges and emphasizes the need for support and organization. The discussion also covers how to choose the right designer and the significance of budgeting and financial planning for successful home renovations.

Chapters

00:00 Introduction to Concierge Services in Home Design
02:58 The Importance of Support During Renovations
05:46 Real-Life Challenges in Home Renovation Projects
09:11 Bridging Communication Gaps Between Clients and Contractors
11:53 Strategies for Managing Renovation Stress
15:08 Choosing the Right Designer for Your Project
18:12 Budgeting and Financial Planning for Home Renovations
20:52 Final Tips for a Successful Renovation Experience

In this episode, @stoyhall and Ashley Quamme discuss the complexities of financial infidelity within relationships, emphasizing the importance of communication and understanding individual money stories. They share the story of a couple, Norm and Jean, to illustrate how financial secrets can lead to feelings of betrayal and the need for healing.

The conversation highlights the role of financial therapists and the necessity for both partners to be willing to engage in discussions about finances to foster a healthy relationship.

Chapters

00:00 Introduction to Financial Behavioral Therapy
02:57 Understanding Financial Infidelity
05:58 The Story of Norm and Jean
09:09 The Impact of Childhood Money Stories
12:12 Navigating Financial Betrayal
14:57 Healing and Communication in Relationships
18:10 Taking the First Steps Towards Change
20:54 Advice for Financial Advisors
24:52 The Future of Financial Therapy

In this conversation, @stoyhall and Jay Zigmont w/ @ChildfreeWealthPodcast discuss the emotional and practical challenges faced by individuals in the child-free community, particularly in light of recent political events. They emphasize the importance of planning for safety and security, the need for community support, and the role of empathy in financial planning.

The discussion highlights the necessity of finding trustworthy advisors and creating safe spaces for open conversations about personal and financial concerns. Ultimately, they encourage listeners to reach out for help and support, reinforcing the message that no one is alone in their struggles.

Chapters

00:00 Navigating Uncertainty: The Impact of Recent Events
05:55 The Importance of Community and Support
11:55 Empathy and Understanding in Financial Planning
17:58 Taking Action: Supporting Each Other
24:07 Conclusion: Together We Stand

If life is a scale of 1-80, where do you land? And more importantly – what are you doing with the rest of your chapters? 📖

Because when you map out your life’s timeline, you realize: we don’t get infinite tomorrows.

#businessowner #lifegoals #entrepreneur

In this conversation, @stoyhall and @drprestoncherry w/ @concurrentfinancial discuss the significance of personal money stories and their impact on financial relationships.

They explore how early money memories shape our financial behaviors, the importance of establishing boundaries when lending money, and the necessity of open communication in financial matters. Dr. Cherry shares personal anecdotes that highlight the emotional aspects of money and the lessons learned from past experiences.

The discussion culminates in the announcement of Dr. Cherry’s upcoming book, ‘Wealth in the Key of Life,’ which aims to help readers understand the psychological aspects of finance.

Chapters
00:00 Introduction to Money Memories
02:57 The Impact of Family Financial Stories
05:48 Understanding Financial Boundaries
08:57 Navigating Money Conversations
11:56 Learning from Past Financial Experiences
14:59 Establishing Healthy Financial Relationships
18:01 The Importance of Communication in Money Matters
20:50 Conclusion and Book Announcement

In this powerful conversation, host @stoyhall and Guest Shana Sissel with @BanrionCapital shares her harrowing journey through loss, illness, and recovery. After the sudden death of her partner, Shana faced a series of health challenges, including a diagnosis of metastatic breast cancer. Throughout her ordeal, she emphasizes the importance of community support and maintaining a positive attitude. Shana’s story is one of resilience, highlighting how adversity can lead to personal growth and a deeper appreciation for life and relationships.

Takeaways

Your life can change in an instant, for better or worse.
Community support is crucial during tough times.
Maintaining a positive attitude can impact recovery.
Obstacles can lead to unexpected blessings.
Surround yourself with people who uplift you.
It’s okay to ask for help when you need it.
Resilience can be built through adversity.
Your health journey can inspire others.
Empathy is essential; everyone is fighting their own battles.
Life can improve dramatically after facing challenges.

Chapters
00:00 A Journey of Resilience
13:05 Facing Adversity: The Impact of Community
25:28 Transforming Pain into Purpose

Here’s your permission slip to stop obsessing over every market headline: Even the experts don’t know everything about the economy!

Focus on your personal financial story instead of getting caught in the media tornado.

Find your trusted guide and keep your eyes on your own path.

#stockmarket #economy #personalfinance #financialadvisor

Real financial planning isn’t just about crunching numbers – it’s about understanding the human behind them.

Your dreams, fears, and raw emotions aren’t footnotes in your financial story – they’re the whole narrative.

Because let’s be real: we’re always evolving, and your money should evolve with you.

A financial plan without the human element? That’s just math without meaning.

#financialplanning #financialadvisor #moneymanagement

Tired of watching your hard-earned money slip away? Loving your business doesn’t make the financial side any easier.

This week on NOB$ Wealth, Lisa Marie gets straight to the point about why going it alone might be the most expensive mistake you’re making.

Whether you think you need a financial planner or CFO (spoiler: you probably do), this episode is your wake-up call about protecting what you’ve worked so hard to build.

🎧Hit play now.

Now streaming on Spotify & Apple.
#wealthpodcast #businessowner #financialplanner #CFO

Join us on the No BS Podcast as Lisa Marie, the founder of @thesassywealthcoach and host of Cash & Sass shares her journey from food stamps to scaling 36 businesses to over $300M in capital raised, becoming a successful fractional CFO, and wealth coach for women entrepreneurs.

Lisa dives deep into the importance of having a fractional CFO, overcoming financial barriers, and the emotional rollercoaster of running a business for eight years. Discover how Lisa’s mission to eradicate the taboo around women and money is transforming the lives of women entrepreneurs, guiding them towards seven-figure business success and financial freedom. Also, Lisa breaks down why most entrepreneurs are trapped in their businesses instead of achieving true freedom, exposing the truth about “overnight success” stories flooding social media.

Some major knowledge you’ll learn from this podcast:

• Why traditional business coaching is failing entrepreneurs
• The crucial difference between CFOs, CPAs, and coaches
• Real strategies for building sustainable wealth
• How to spot fake “7-figure” business claims

A must-listen for entrepreneurs ready to build real wealth without sacrificing their life or falling for get-rich-quick schemes.

🔗 Connect with Lisa: Facebook: facebook.com/LisamarieSWC Instagram: instagram.com/thesassywealthcoach TikTok: tiktok.com/@sassywealthqueen LinkedIn: linkedin.com/in/thesassywealthcoach Pinterest: pinterest.com/thesassywealthcoach

🎧 Subscribe to Cash and Sass: buzzsprout.com/2282853

Shoot us a message, we are here for you and we listen! (https://www.buzzsprout.com/twilio/text_messages/1896105/open_sms)

As always we ask you to comment, DM, whatever it takes to have a conversation to help you take the next step in your journey, reach out on any platform!

Twitter (https://twitter.com/nobswealth) , FaceBook (https://www.facebook.com/nobswealth) , Instagram (https://www.instagram.com/nobswealth) , Tiktok (https://www.tiktok.com/@nobswealth) , Linkedin (https://www.linkedin.com/in/stoyhall/)
00:00 Introduction and Guest Welcome
00:47 Lisa Marie’s Background and Mission
01:00 The Role of a Fractional CFO
04:35 Challenges and Emotional Journey of Entrepreneurship
08:43 Overcoming Financial Obstacles
13:55 Differences Between Financial Roles
26:48 The Value of a CFO in Crisis Management
28:36 Navigating Personal Life Changes with a CFO
29:10 The Role of a CFO vs. CPA
29:33 Critique of Financial Influencers
32:20 The Reality of Financial Success
40:52 Steps to Financial Empowerment

Real talk: Year 7 can hit as hard as Year 1. Think business gets easier?

Listen to this week’s NO B$ Wealth podcast where Lisa Marie gets brutally honest about barely surviving, strategic debt, and why having the right tools (and people) in your corner is what keeps you in the game when you want to quit.

🎧 Stop struggling alone – hit play for the raw truth about building a business that lasts.

Now streaming on Spotify & Apple
#businessowner #entrepreneur #wealthpodcast #strategicdebt #businessownertips

Treat your money like someone you love.’ This week on NOB$ Wealth, Lisa Marie breaks down why your relationship with money might be the real reason you’re not hitting your goals.

No more cold, distant money talks – it’s time to get real about building a partnership with your finances.

🎧 Hit play and learn how changing your money mindset changes everything.

Now streaming on Spotify & Apple 🎧
#wealthpodcast #moneytalks #personalfinances #moneymindset #financialplanner

Stop obsessing over the perfect ‘forever’ business plan.

Success isn’t about predicting the future – it’s about showing up as your best self and seizing the opportunities right in front of you.

Ready for this mindset shift? 🎧

Hit play on this week’s NOB$ Wealth podcast – your future self will thank you.

Now streaming on Spotify & Apple 🎧
#businessplan #entrepreneur #businessowner #moneypodcast #businesspodcast #wealthpodcast

In this insightful episode, we’re thrilled to welcome @staci_gray , a powerhouse business owner and real estate expert. Staci shares her journey of stepping in to manage her family’s businesses during her mother’s battle with cancer.

Staci Gray took her father’s 7 businesses from chaos to freedom, then scaled that success to help 36 companies raise $300M in just 36 months.

Through organizing and scaling these businesses, Staci discovered a passion for helping others achieve freedom through efficient systems and operations.

Today you’ll learn:

• The exact process for transforming chaos into systematic success
• How to escape the “entrepreneurial trap” crushing your freedom
• Why most business plans fail (and what actually works)
• The critical mindset shift that unlocks true scale
• Simple steps to start regaining control today

She dives into the importance of process, accountability, and emotional resilience in entrepreneurship. This conversation is a must-watch for anyone looking to take their business to the next level while maintaining personal well-being and fostering future leaders in the next generation.

In this raw and powerful episode, Staci reveals her proven 3-step framework for breaking free from the entrepreneurial trap. Learn how to stop sacrificing your freedom for success and start building a business that actually works for you.

🔗 Connect with Staci: Website: https://organizetoscale.com/ Facebook: https://www.facebook.com/stacigray.organizetoscale Instagram: https://www.instagram.com/staci_gray/ LinkedIn: https://www.linkedin.com/in/stacigray/ YouTube: https://www.youtube.com/@staci_gray

Shoot us a message, we are here for you and we listen! (https://www.buzzsprout.com/twilio/text_messages/1896105/open_sms)

As always we ask you to comment, DM, whatever it takes to have a conversation to help you take the next step in your journey, reach out on any platform!

Twitter (https://twitter.com/nobswealth) , FaceBook (https://www.facebook.com/nobswealth) , Instagram (https://www.instagram.com/nobswealth) , Tiktok (https://www.tiktok.com/@nobswealth) , Linkedin (https://www.linkedin.com/in/stoyhall/)

00:00 Introduction and Guest Welcome
00:42 Staci’s Background and Family Business
02:09 Scaling Businesses and Creating Freedom
05:09 Personal Stories and Modern Family Office
06:51 Entrepreneurial Journey and Business Scaling
13:10 Emotional Rollercoaster of Entrepreneurship
18:51 Creating and Trusting the Process
27:29 Final Thoughts and Takeaways

Ever feel like you keep hitting an invisible wall in your business? Staci gets real about the tough truth: it’s probably not your strategy – it’s your mindset.

Listen in as she breaks down why becoming the leader your business needs might be the breakthrough you’ve been looking for.

New episode now streaming on Spotify & Apple 🎧
#businessowner #mindset #entrepreneur

This weeks newest episode of the NOB$ Wealth Podcast features @staci_gray!

Staci drops wisdom on separating personal worth from business success.

Tune in as we explore identity, entrepreneurship, and why your business isn’t your worth.

Now streaming on Spotify & Apple 🎧
https://youtu.be/6UEjnuOOVUc
#personalworth #businesssuccess #entrepreneur #businessowner

🎙️ ‘Success isn’t a sprint – it’s building something that lasts.’

Forget the overnight success stories. Real sustainability takes time, structure, and showing up every single day… even when no one’s watching.

Have you tapped into this week’s episode yet?? What were some of your biggest takeaways?

Now streaming on Spotify & Apple 🎧

https://youtu.be/a60ysdIik48
#overnightsuccess #businesssustainability #businesspodcast #entrepreneur

🎙️ ‘When women feel beautiful, they outperform their own expectations.’

Danielle dishes on why beauty isn’t just skin deep – it’s about unleashing the confidence to shatter your own glass ceilings.

Have you caught our latest episode?

Now streaming on Spotify & Apple 🎧
#businesspodcast #wealthpodcast #glassceiling #businesstips #entrepreneur

🎙️ ‘If it looks perfect on social media… it probably isn’t.’

Comparing your financial journey to someone else’s highlight reel?

Danielle keeps it 💯 about the difference between Instagram-perfect advice and the real grind of wealth building.

💫 Time to get uncomfortable with the truth – tap in to hear more of our latest episode of the NOBS Wealth Podcast!

Now streaming on Spotify & Apple 🎧

#socialmedia #financialjourney #wealthbuilding #wealthpodcast

On today’s episode of NO-BS, we welcome Danielle Keasling, a powerhouse in the beauty industry, who shares her 26-year journey from servicing clients to becoming an influential entrepreneur and coach. Fresh off a red-eye flight, Danielle discusses the importance of mindset, balance, and perseverance in achieving success.

Learn about her transitions through various roles in the beauty sector, the impact of COVID-19, and her new venture, Another Million Miles. Whether you’re in beauty, wealth management, or any entrepreneurial path, Danielle’s insights on goals, mindset, and personal growth are invaluable. Tune in for actionable advice and inspiration to fuel your own journey.

00:00 Introduction to No BS Wealth
00:34 Meet Danielle Keasling: Beauty Industry Expert
01:56 Danielle’s Career Journey
04:52 The Importance of Mindset
08:08 Balancing Work and Life
12:57 Navigating Social Media and Credibility
15:22 Another Million Miles: A New Venture
23:43 Final Thoughts and Advice

Imagine…

One podcast interview = 30 pieces of content

Let that sink in…

Stop creating content from scratch! Turn your guest appearances into a content goldmine that nurtures leads for years to come.

Haven’t caught the full episode yet? You’re missing out!

Now streaming on Spotify & Apple 🎧
#contentcreation #businessownertips #businessowner #entrepreneur

Your competitors are out there – on podcasts, in articles, and in the media. Are you?

On this weeks podcast episode, Heather Holmes and I break down why visibility isn’t optional anymore – it’s essential for business growth!

Have you listened yet? What were some of your biggest takeaways?

Now streaming on Spotify & Apple 🎧
#businessowner #entrepreneur #leadership #entrepreneurship #thoughtleadership #wealthpodcast

🎙️ Ever wonder how some entrepreneurs seem to be EVERYWHERE in the media while you’re grinding away in silence?

Meet Heather Holmes @heatherholmesPR, the badass founder who scaled Publicity For Good to 45 employees while living in an Airstream (with 3 kids under 3!) and disrupted the PR industry with a $750 solution. She’s calling BS on expensive PR retainers and revealing exactly how small businesses can get massive media attention without breaking the bank.

In this no-holds-barred conversation, we dive into:

• The REAL reason most businesses stay invisible (hint: it’s not what you think)
• How to turn ONE piece of media coverage into 30 pieces of content
• Why your competitors are stealing your spotlight (and how to take it back)
• The exact steps to get featured in major media outlets

She discusses the importance of PR, strategic planning for media exposure, and the value of nurturing client relationships. Heather also introduces SignalRaptor, a PR service with a subscription model, making media access affordable for small businesses.

Plus, Heather drops a BOMB 💣 – a FREE MONTH of their PR software for our listeners!

Don’t miss this episode if you’re ready to stop being the best-kept secret in your industry.

🔗 Connect with Heather: Website: https://publicityforgood.com/ YouTube: https://www.youtube.com/channel/UCvlmKR3oC_renlqVKGoV2tA LinkedIn: https://www.linkedin.com/in/heatherdesantis/ Instagram: https://www.instagram.com/heatherdesantis/

Shoot us a message, we are here for you and we listen! (https://www.buzzsprout.com/twilio/text_messages/1896105/open_sms)

As always we ask you to comment, DM, whatever it takes to have a conversation to help you take the next step in your journey, reach out on any platform!

Twitter (https://twitter.com/nobswealth) , FaceBook (https://www.facebook.com/nobswealth) , Instagram (https://www.instagram.com/nobswealth) , Tiktok (https://www.tiktok.com/@nobswealth) , Linkedin (https://www.linkedin.com/in/stoyhall/)

00:00 Introduction to No BS Wealth
00:34 Meet Heather Holmes: Founder of Publicity for Good
01:06 The Journey to Success: Scaling a Business from an Airstream
02:11 The Importance of PR for Businesses
08:08 Building a Team and Scaling Up
12:24 Getting Started with Media and PR
19:48 Disrupting the PR Industry with Signal Raptor
26:36 Final Thoughts and Takeaways

#BusinessGrowth #PR #MediaCoverage #Entrepreneurship #NoBS #PublicityForGood #MarketingTips #BusinessSuccess #StartupLife #BusinessStrategy

🔍 Are you so busy running your business that you’ve forgotten your ‘why’?

This week, Heather Holmes shares why reconnecting with your purpose is the key to true thought leadership – and why it’s essential for scaling your business.

🎙️ New episode live now!

Now streaming on Spotify & Apple 🎧

“Waiting too long to sell? That’s where heartbreak happens.”
Jacob talks about the art of timing your business exit.

Spoiler: It’s earlier than you think!

Ready to learn when to make your move? Tune into our latest episode now.

Streaming on Spotify & Apple
#entrepreneur #investing #investment #businessowner

“Be transparent, be open… That level of insight gives you a leg up.”

Banks not playing ball? Jacob reveals how openness is your secret weapon in today’s deal-making landscape.

Tune in to our latest episode for game-changing strategies. Your next big deal awaits!

Streaming on Spotify & Apple.
#moneypodcast #wealthpodcast #financialplanner

In the latest NOBS Wealth podcast, Jacob and I dig into industries defying the economic rollercoaster.

Spoiler alert: Pet care isn’t just surviving, it’s thriving. Who knew Fido was recession-proof?

Tune in🎧

Now streaming on Spotify or Apple.

#wealthpodcast hashtag#moneymanagement hashtag#moneypodcast hashtag#financialplanner

“Ever wonder why 95% of business sales happen with buyers you’ve never heard of? Welcome to the wild world of M&A, where timing kills deals and ego can cost you millions.”

On today’s podcast, we interview Jacob Koenig, a former Goldman Sachs exec who’s flipping the script on how businesses are bought and sold. Fresh from spending 15 years in Asia’s financial trenches, he’s now dropping truth bombs about what really happens when entrepreneurs try to cash out their life’s work.

Here’s the reality check you didn’t know you needed: If you’re waiting to sell at your peak, you’ve already f’d up. If you think you’re irreplaceable in your business, you’re probably unsellable. And if you’re trying to sell your business alone? You’re likely leaving millions on the table.
But here’s where it gets interesting – Koenig’s not just talking theory. He’s sharing real war stories about companies that got retraded into oblivion and others that sparked 100-bid bidding wars. We’re talking about the nitty-gritty of what makes businesses actually sellable, and spoiler alert: it’s probably not what you think.

This episode is a masterclass in M&A strategy, packed with insights about:

Why your ego might be your biggest obstacle to a successful exit
The truth about timing your sale (and why most people get it dead wrong)
How to create an auction environment that puts millions more in your pocket
The real reason most solo-attempted sales crash and burn

Whether you’re building to sell, thinking about buying, or just want to understand how the big money moves, this episode’s got your name all over it.

Want to dive deeper into the world of M&A? Check out Jacob and @WoodbridgeInternational

LinkedIn: https://www.linkedin.com/in/jacobkoenig/
Website: https://woodbridgegrp.com/
YouTube: https://www.youtube.com/@WoodbridgeInternational
Don’t just listen – engage. Hit us up with your questions about selling your business, deal structures, or anything M&A related. Let’s build a community of entrepreneurs who know how to play the long game and exit on their terms.
Time kills deals, but knowledge builds empires. Let’s get you educated and ready for the biggest deal of your life.

00:00 Introduction to Selling Your Business
00:46 Meet Jacob Koenig: From Goldman to Woodbridge
02:11 Understanding Mergers and Acquisitions (M&As)
02:17 Common Misconceptions in M&As
03:02 The Cost and Value of Hiring a Broker
04:11 Preparing Your Business for Sale
05:36 When is the Right Time to Sell?
08:01 Woodbridge’s Unique M&A Process
14:43 Current Trends and Hot Industries
16:20 Advice for Buyers and Sellers
19:49 Impact of Interest Rates and Elections on M&As
22:09 Final Thoughts and Key Takeaways
24:00 Disclaimer and Legal Information

True wealth isn’t about dollars—it’s about living happily and giving back.

In our new episode with Terrie, we don’t talk about dollars or making millions.

We discuss the fundamentals: helping others have a place to live. That’s what being a landlord or investor is really about – providing a home for somebody.

What is your definition of true wealth? 🤔
#truewealth #financialwealth #makingmillions #investing #investor

🚗💡 Ever felt like your fear is a car dashboard lit up like a Christmas tree?

Terrie and I dove deep into the world of real estate investing and the paralyzing fear that can stop you in your tracks!

Whether you’re a seasoned investor or just starting out, I can promise it will do you some good to listen to this episode.

Don’t let fear keep you parked on the sidelines.

Haven’t listened to this episode yet?

Now streaming on Spotify & Apple.
#realestateinvesting #investor #realestateinvestor #wealthpodcast

Message us, here for you! (https://www.buzzsprout.com/twilio/text_messages/1896105/open_sms)

Are you tired of seeing others become millionaires with real estate while you sit there scared to even start? Terrie Schauer accidentally stumbled into property management at 19, and now she’s here to spill the tea on how she turned cleaning toilets into a multi-million dollar empire.

This isn’t “get-rich-quick advice”… We’re diving into the nitty-gritty of real estate investing with someone who started by managing a chaotic student co-op house (think overflowing garbage and drunk roommates) and built her way up to owning and managing thousands of units.

Sure, you might be thinking, “I can’t afford real estate”. Fair enough, but Terrie explains about how she got her first down payment from her dad (yeah, she admits it now) and why that’s totally okay. No shame in the family money game, folks.

But this isn’t just about buying properties. We’re talking real strategies for turning D-level properties into cash-flowing machines, why having zero tolerance property management practices matters, and how to avoid getting screwed by crooked property managers (spoiler: she learned that one the hard way).

The best part? Terrie’s breaking down why fear isn’t a stop sign, but a warning light on your dashboard. Whether you’re scared of taking on debt, dealing with tenants, or just don’t know where to start, she’s got practical, no-BS advice to get you moving.

Want more of Terrie’s straight-shooting wisdom? Find her here:
Facebook: https://www.facebook.com/TerrieSchauerInc
Website: https://terrieschauer.com/
YouTube: https://www.youtube.com/channel/UCypwckKtRq7x1u6GbVCEnYg Instagram: https://www.instagram.com/TerrieSchauer
LinkedIn: https://www.linkedin.com/in/terrieschauer/
TikTok: https://www.tiktok.com/@terrieschauer

As always we ask you to comment, DM, whatever it takes to have a conversation to help you take the next step in your journey, reach out on any platform!

Twitter (https://twitter.com/nobswealth) ,
FaceBook (https://www.facebook.com/nobswealth) ,
Instagram (https://www.instagram.com/nobswealth) ,
Tiktok (https://www.tiktok.com/@nobswealth) ,
Linkedin (https://www.linkedin.com/in/stoyhall/)

00:00 Introduction to No BS Wealth
00:43 Terry’s Accidental Start in Real Estate
02:49 Building a Property Management Empire
04:10 Basics of Real Estate Investing
07:13 Overcoming the Fear of Debt
10:28 Choosing the Right Investment Property
13:57 Managing Properties: DIY or Hire?
16:00 Modern Property Management in 2024
16:37 Identifying and Evaluating Properties
18:28 Business Models in Real Estate
20:40 The Concept of True Wealth
22:22 Challenges and Rewards of Being a Landlord
24:00 Growth and Mindfulness in Real Estate
27:39 Final Thoughts and Resources
30:04 Disclaimer and Legal Information

Imagine breaking free from the W2 grind after 10-15 years, thinking wealth was out of reach.

In this new episode of NOBS Wealth, Terrie’s talks about generating more money than you ever dreamed possible, finding true freedom beyond the 9-to-5, and securing a solid future for your family.

This isn’t just about getting by anymore – it’s about launching into a life of growth, purpose, and endless potential!

Don’t miss this new episode!

Give it a listen: https://nobswealth.com/episodes/ or stream on Spotify or Apple.
#financialfreedom #moneymanagement #financialeducation

Ever wonder what happens when a criminal defense attorney hits rock bottom at the peak of her career?

Picture this: Six-figure salary, law degree, respect in the courtroom – the whole package. But instead of feeling on top of the world, Amber’s battling panic attacks and questioning everything. Why? Because chasing external success to fill internal voids is like trying to fill a black hole with confetti – it just doesn’t work.

But instead of folding under pressure, Amber completely reinvented herself and her definition of success. We’re talking about transforming from a burnt-out attorney to a badass business coach who’s not afraid to call bs on the toxic hustle culture.

Get ready for some hard truths:

• Success without self-worth is just a shiny cage
• Your childhood money trauma is probably sabotaging your business (yeah, we’re going there)
• “Humility” might be the dirtiest word in personal development (mind blown yet?)

Amber’s dropping wisdom bombs left and right, from how to build a 300k law firm with no credit and pure grit, to why your “villain” might just be the key to your personal growth. And don’t even get me started on her take on the lie that “if you build it, they will come” – spoiler alert: they won’t.

Whether you’re a struggling entrepreneur, a high-achiever feeling empty inside, or just someone trying to figure out how to actually love the life you’re building, this episode is your wake-up call.

Want more of Amber’s no-bs advice? Check her out: Facebook: https://www.facebook.com/afuhriman82 Instagram: https://www.instagram.com/amberraefuhriman/ LinkedIn: https://www.linkedin.com/in/amberraefuhriman/ Website: https://successdevelopmentsolutions.com/

Follow our Host, Stoy Hall:
Twitter (https://twitter.com/nobswealth) , FaceBook (https://www.facebook.com/nobswealth) , Instagram (https://www.instagram.com/nobswealth) , Tiktok (https://www.tiktok.com/@nobswealth) , Linkedin (https://www.linkedin.com/in/stoyhall/)

Nobody knows what they’re doing when they start a business.

Mind-blowing chat with Amber on the NOBS Wealth Podcast!

Key takeaway? We all make mistakes. The real pros just recover faster.

Listen to the full episode of the NOBS Wealth Podcast with Amber!

Tune in our Apple or Spotify.
#businessowner #entrepreneur #wealthpodcast #moneypodcast

🎙️ Loneliness in business? It’s normal.

The real danger is freezing up.

Success doesn’t cure loneliness, but having a solid team and keep moving forward? That’s the key to survival.

Eye-opening stuff.

Have you checked out the NOBS Wealth newest podcast episode?

Give it a listen: Now streaming on Spotify & Apple.

#businessowner #moneypodcast #entrepreneur

Meet Amber:

✅ Law degree
✅ 6-figure income
✅ Exciting city life

Sounds perfect, right? Plot twist: It wasn’t.

On newest episode of NoB$ Wealth , Amber shares her raw, real story:

➡️ Achieving everything she thought she wanted
➡️ Realizing it still left her hurting inside
➡️ Experiencing panic attacks at the height of her ‘success’
➡️ How this crisis led her to discover a whole new world of personal growth

It’s a powerful reminder that true fulfillment isn’t always where we expect to find it.

Have you ever achieved a goal only to feel… empty? Share your experience below 👇

Episode out now! Give it a listen: https://nobswealth.com/episodes/ or stream on Spotify or Apple.

Ever heard that saying, “Health is wealth”?

On our latest podcast episode, John talks about why keeping active – both mentally and physically – is non-negotiable.

Without health, you’ve got nothing. (Let that sink in!)

Give it a listen: https://nobswealth.com/episodes/ or stream on Spotify or Apple.
#healthiswealth #moneymindset #stayactive #businessgrowth

“I can still feel the hunger, even 80 years later.”

John takes us back to the “Hunger Winter” of 1944-45 in Holland:
➡️ Scavenging for food and fuel
➡️ Surviving the coldest winter on record
➡️ Thousands lost

Have you listened to the latest episode of NOBS Wealth?

Well, you might want too 😉

https://nobswealth.com/episodes/ or stream on Spotify or Apple.
#financialliteracy #moneymindset #wealthpodcast #moneypodcast

Connect with Us!
https://www.buzzsprout.com/twilio/text_messages/1896105/open_sms

Ever met an 84-year-old bodybuilder STILL doubling his business empire? Meet John Brink! From surviving Nazi-occupied Holland to building a lumber empire – he proves that it’s NEVER too late to chase your dreams.

Imagine a kid who failed grade 3 and landed in Canada with just a suitcase. Today, this kid runs 10 companies, competes in bodybuilding, and aims to triple his business in five years—all at nearly 84!

But instead of focusing solely on money, he achieved success through hard work, mindset, and great health.

We’re talking real talk here. No BS excuses, no “I’m too old/young/busy” cop-outs. John’s laying out the blueprint for success at any age, and trust me, you don’t want to miss it.

Check out John’s socials:

Website: johnabrink.com
Facebook: John Brink CEO
YouTube: John A. Brink
Instagram: john.a.brink
LinkedIn: John Brink
TikTok: john.a.brink

Follow our Host, Stoy Hall:

Twitter: nobswealth
Facebook: nobswealth
Instagram: nobswealth
TikTok: nobswealth
LinkedIn: Stoy Hall

Age is just a number, and our latest podcast guest is living proof!

At nearly 84, John:
💼Still enjoys going to work every day
🏋🏼‍♂️Hits the gym regularly
🧠Stays mentally active through podcasting
🎙Ranks in the global top 1% of podcasters

His secret? It all started with picking up Dr. Halliwell’s book in 1997. Since then, it’s been a journey of continuous growth, health, and passion.

Episode out now! Give it a listen: Now streaming on Spotify or Apple.
#moneypodcast #wealthpodcast #personalgrowth

As a woman building your legacy, you’re in growth mode. Your passion for people sets you apart. We’re here to help you navigate the unknowns and unlock your full potential.

Have you listened to this weeks epiosde of @nobswealth ?

🎧 Catch the full convo: https://lnkd.in/ernximrg. or stream on Spotify or Apple.

Andrew Windham and I dug into the real value of expertise on this weeks pod episode.

We talked about why your skills matter more than you might think, and how the tough times really show what you’re made of. It’s not just about game day, it’s the years of work behind the scenes that you’re investing in.

🎧 Catch the full convo: Stream on Spotify or Apple.

What’s your take? How has putting in the work paid off for you?
#wealthpodcast #moneytalks #investing

🎙️ NEW EPISODE: Andrew Windham gets real about expertise

Andrew breaks down:
➡️ Why knowing your stuff actually matters
➡️ How COVID forced us to lean on our true skills
➡️ The often-missed value in small victories

Give it a listen: https://lnkd.in/ernximrg. or stream on Spotify or Apple.

When has your expertise made a real difference?

Share your story ⬇️

#smallwins #wealthpodcast #moneypodcast #financialfreedom #financialliteracy

In this engaging episode, we delve into the world of modern family offices with Andrew Windham. Host Andrew Windham explains the evolution from traditional family offices, historically reserved for the ultra-wealthy like the Rockefellers and Vanderbilts, to the contemporary, tech-savvy models available today. The discussion tackles the misconception that family offices are only for billionaires, highlighting how they can be accessible to smaller business owners as well. By offering comprehensive services that integrate personal and business financial management, family offices like Black Mammoth aim to save business owners valuable time and mitigate the complexities of financial planning. This episode is a must-watch for entrepreneurs, founders, and anyone curious about the innovative ways family offices can contribute to building and preserving wealth.
00:00 Introduction to Family Offices
01:18 Defining a Modern Family Office
03:40 The Evolution and Importance of Family Offices
04:57 Challenges Faced by Entrepreneurs
08:13 The Role of Technology in Modern Family Offices
08:54 Concierge Services and Client Experiences
13:29 Understanding Client Needs and Personalities
17:45 The Entrepreneurial Nature of Modern Family Offices
24:42 Disrupting the Financial Services Industry
30:20 The Complexity of Wealth Management
31:57 The Impact of COVID on Wealth Management
32:22 The Role of Professional Relationships
33:25 The Importance of Knowledge Transfer
38:09 Understanding Client Needs and Services
51:07 The Value of Time and Efficiency
56:47 Concluding Thoughts and Future Steps

Ever wonder why wealth seems out of reach? Valeria Rivera, a first-gen wealth advisor, breaks down the barriers and calls out the BS in the financial industry. Get ready for some real talk about money, mindset, and making moves. #WealthBuilding #FinancialAdvice

Join Kathryn Smith founder of Walton Birch and co-founder of Black Lady Business School, as she shares her inspiring entrepreneurial journey from corporate America to pioneering her own businesses during the pandemic. Discover the challenges, strategies, and insights she gained along the way, and learn why websites are crucial for business growth.

Kathryn also delves into the importance of entrepreneurship within minority communities and how her initiative, Black Lady Business School, is providing valuable resources and networks for success. Don’t miss this in-depth conversation packed with real talk and expert advice!

00:00 Introduction and Guest Welcome
00:37 Catherine Smith’s Entrepreneurial Journey
01:03 Challenges and Support in Entrepreneurship
03:31 Pivot to Web Development
05:41 Importance of Websites for Businesses
12:49 Budgeting and ROI for Websites
20:40 Black Lady Business School
25:10 Advice for Aspiring Entrepreneurs
28:21 Conclusion and Final Thoughts

Why not you?” That’s the question that’ll change your financial game. We’re breaking down the mental barriers holding you back and giving you the push you need to take control of your money. No more excuses. #WealthMindset #financialempowerment

You built an awesome product, but nobody’s buying. What gives? Sonia Couto exposes the fatal flaw that’s killing your chances of success. It’s time to step out of your comfort zone. @TenacitywithSoniaC

Sonia Couto drops some serious knowledge bombs about why so many tech startups crash and burn. Spoiler alert: It’s not just about the tech. Get ready for a no-BS breakdown of what it really takes to succeed in this cutthroat industry. @TenacitywithSoniaC

Forget what you think you know about money. We’re cutting through the noise and giving you the unfiltered truth about wealth building, especially for first-gen professionals. It’s time to rewrite your money story. #MoneyTruths #FinancialRealTalk

Think you’ve got what it takes to make it in tech? Sonia Couto’s story will either inspire you or make you realize you’re not cut out for this game. Either way, you need to hear what she has to say. @TenacitywithSoniaC

Not all financial advisors are created equal. In this eye-opening chat, we expose the dark side of the industry and how it’s rigged against you. Learn how to spot the red flags and find advisors who truly have your back. #FinancialLiteracy #IndustrySecrets

In this episode, we’re joined by @JennyTownsend who shares her extensive background in business and personal growth.

Jenny discusses how overcoming personal and professional hurdles, like her husband’s affair and the challenges of entrepreneurship, has shaped her journey. We dive into her insights on balancing relationships, business, and self-care.

Jenny also introduces her book, ‘Stroke It,’ which provides guidance on enhancing relationships and personal development. Tune in for practical tips and an inspiring conversation on thriving both personally and professionally.

00:00 Introduction to Jenny Townsend
01:23 Jenny’s Background and Life Journey
03:12 Overcoming Challenges and Staying Optimistic
06:23 Balancing Personal and Professional Life
07:21 The Importance of Self-Care and Being Selfish
10:26 Starting and Running a Music School
13:14 Developing an Exit Strategy
17:25 Writing the Book ‘Stroke It’
22:24 The Journey of Life and Wealth
30:44 Final Thoughts and Relationship Advice

Forget what you think you know about entrepreneurship.

Sonia Couto reveals the single most important trait that separates the winners from the losers in the tech world. Are you ready to face the truth? @TenacitywithSoniaC

No sugar-coating here. Sonia Couto lays bare the challenges of being a female leader in a male-dominated industry.

But she also shares her secret weapon for rising to the top. This is a must-watch for anyone who’s ever felt like an outsider. @TenacitywithSoniaC

Join us for an empowering episode with Sonia, a trailblazer in the tech industry. Discover her journey from Portugal to Canada, her rise through various tech roles over 18 years, and her commitment to supporting women in tech.

Sonia shares insights on overcoming adversity, the importance of diversity, and the vast opportunities available in tech. Learn valuable lessons on resilience, leadership, and continuous learning to stay ahead in your career and personal growth.

00:00 Introduction and Welcome
00:45 Sonia’s Background and Journey into Tech
02:11 Roles and Opportunities for Women in Tech
02:43 Challenges and Support for Women in Tech
06:47 Overcoming Adversity and Staying Tenacious
13:07 Cultural Diversity and Its Importance
16:03 Future in Tech and Business Advice
24:14 Final Thoughts and Advice
25:17 Disclaimer and Sponsorship Information

As adults, we often discover that nobody really has it all figured out. In this video, we explore the realities of adulthood and the ongoing journey of self-discovery. Join us for a candid discussion on embracing the unknown and accepting that life is a constant learning process. #LifeLessons #SelfDiscovery #EmbracingTheUnknown #AdultingRealities #JourneyOfGrowth #ConstantLearning #PersonalDevelopment #FindingYourWay #GrowingUp #LifeIsAJourney

“Why Not You?” – Breaking Down Barriers in Wealth Management
Valeria Rivera, CFP® and I dive deep into the world of financial planning for first-generation wealth builders.

We expose the ugly truth about the wealth management industry’s focus on the already-rich and how it perpetuates the wealth divide.

Learn why your emotions about money matter and how understanding your money story can unlock your financial potential.

If you’ve ever felt like financial success was for “them” and not for you, this episode will challenge that belief and show you why YOU deserve financial freedom too.

Listen to my incredible story of helping someone avoid a scam in the world of online dating. Discover the dangers of Web 3 crypto investments and learn how to protect yourself.

#OnlineDatingScams #CryptoInvestmentScams #FinancialSafety #InternetScams #ScamAwareness #DatingSafety #OnlineSafety #CyberSecurity #FraudPrevention #ProtectYourFinances

Discover how machine learning and AI transcription tools can enhance operations and provide customized feedback. Explore the potential of automated note-taking and summarization to save time and effort. While emotional-driven decisions remain a human element, AI can streamline processes and empower professionals to focus on meaningful interactions.

#AItranscription #EfficiencyBoost #AutomationAdvantage #IndustryRevolution #TimeSavingTips #CustomizedFeedback #SummarizationSolutions #EfficientOperations #StreamlinedWorkflows #MeaningfulInteractions

Discover how to navigate the retail market and avoid falling into the trap of chasing high-risk investments. Learn why institutions often profit from retail investors’ FOMO and YOLO mindset, and why focusing on smaller returns can be more beneficial in the long run. Don’t let the institutions take advantage of you!

#SmartInvestments #RetailTrap #FinancialAdvice #InvestingTips #InstitutionalInvestors #FOMOvsYOLO #LongTermStrategy #FinancialAwareness #RiskManagement #RetailInvestors

Discover how AI-driven content recommendations can shape your online experience! Dive into the potentials, concerns, and big players in this fascinating tech realm. Join the conversation and explore the latest advancements!

#AIContentRecommendations #TechTrends #FutureOfTechnology #OnlineExperience #DigitalInnovation #AIAdvancements #TechCommunity #PersonalizedContent #AIInsights #DigitalDiscoveries

Think corporate life sucks? Victoria Pelletier might change your mind. We’re breaking down the good, the bad, and the ugly of big business.

Whether you’re a startup junkie or a corporate climber, this convo is gonna make you think. @VictoriaPelletierNoExcuses

Join host Stoy Hall as he sits down with John Henry, a mathematics professor turned financial planner. In this episode, John shares his unconventional path into the financial industry, the challenges he’s faced, and the satisfaction he finds in helping others.

They discuss the impact of AI and machine learning on investments, the intricacies of various fee models, and the importance of getting started on your financial journey.

Tune in for valuable insights and tips on how to navigate the world of financial planning.

00:00 Introduction to the Episode
00:39 John Henry’s Journey into Financial Planning
02:36 Expanding Services Beyond Investments
03:29 Challenges and Rewards of Financial Planning
07:58 The Role of AI and Machine Learning in Finance
15:16 Advice for Retail Investors
18:22 Subscription-Based Financial Planning
23:18 Final Thoughts and Advice
27:00 Closing Remarks and Disclaimers

Life’s gonna throw punches – are you ready to hit back?

Victoria Pelletier breaks down her no-BS approach to building resilience. Whether you’re facing personal drama or professional setbacks, these tips will help you come out swinging. @VictoriaPelletierNoExcuses

Hybrid work, AI, and the skills you REALLY need to succeed. Victoria Pelletier drops knowledge on what’s coming and how to stay ahead of the game.

Don’t get left behind in the new world of work. @VictoriaPelletierNoExcuses

Real talk about diversity in the workplace with Victoria Pelletier. We’re cutting through the BS and getting to the heart of why diversity matters for your bottom line.

This ain’t your typical PC conversation – buckle up. @VictoriaPelletierNoExcuses

Dive into Victoria Pelletier’s incredible story of resilience and success. From a rough start to crushing it in the corporate world, she’s living proof that your past doesn’t define your future.

Get ready for some serious motivation! @VictoriaPelletierNoExcuses

Ready to dominate Google? Z Scott, the SEO Queen herself, drops knowledge bombs on how to crush the SEO game. No fluff, just results.

Join Victoria Pelletier as she discusses her unique career journey from her
early start in leadership to becoming an executive and public speaker.

This interview covers the future of work, the importance of diversity and inclusion, and resilience in overcoming life’s challenges. Victoria shares her insights on navigating corporate complexity, evolving employee demands post-pandemic, and the role of AI in reshaping the workforce.

00:00 Introduction and Overview
00:51 Victoria’s Career Journey
03:43 Entrepreneurial Ventures
06:51 Personal Background and Motivation
09:27 Corporate Culture and Leadership
18:30 Diversity and Inclusion Challenges
23:03 Future of Work and Technology
27:29 Resilience and Final Thoughts
29:32 Conclusion and Call to Action