SUMMARY ——————————— Nathalie Plamondon-Thomas is a confidence expert, a ‘Queen of Metaphors and Analogies,’ and the Founder and CEO of Think Yourself Academy, an organization offering leading edge courses, trainings and events. Nathalie combines ten years in human resources, twenty five years in Sales and thirty years in the fitness…
SUMMARY ——————————— Sherry Smith is the Executive Director of Berkeley Community Scholars, where she creates pathways for deserving, but under-resourced, students. With thirty-five years spent in education, Sherry focuses on college selection, college admission, financial aid, and matriculation, especially in underserved, under-resourced, and first-generation college students. Today, she joins the…
SUMMARY ——————————— Carol Graham is interim Vice President and Director of the Economic Studies program at Brookings, College Park Professor at the University of Maryland, and a Senior Scientist at Gallup. Her books include: The Power of Hope: How Wellbeing Science Can Save us from Despair , The Pursuit of…
SUMMARY ——————————— Adam Coelho is the host and executive producer of the Mindful FIRE Podcast, a show about crafting a life you love and making work optional using the tools of mindfulness, envisioning, and financial independence. He is also a father, husband, entrepreneur, speaker and facilitator. For the last twelve…
SUMMARY ——————————— Jordan Olmscheid is a ‘girl dad,’ husband, Christian, and a small business owner/solopreneur. By day, he runs a one-person (him) cleaning business, where he washes windows and cleans gutters. Jordan also has a very interesting side project, The Wealth Letters, where he collects insights from people of all…
SUMMARY ——————————— Nikki Gajoo-Frielinghaus is a Certified Financial Planner (CFP), certified life coach, certified money coach, certified business archetype coach, and an NLP practitioner. Nikki is also the founder of Opulentus Wealth Management, an advisory practice based in South Africa, and Imali Coaching, where she assists individuals, business owners, and…
SUMMARY ——————————— Mike Piper is a CPA from St. Louis, MO, and is the author of many finance and tax-related books. He’s quoted regularly as a Tax and Social Security expert in publications such as The Wall Street Journal , AARP , Forbes , and Morningstar , among others. He’s…
SUMMARY ——————————— Author, speaker and entrepreneur, Marcus Garrett has been through an incredibly impactful financial journey. From surviving the streets of an inner-suburb city in Texas, to obtaining a BA in Business Administration and becoming a certified internal auditor, Marcus has worked through a ton of roadblocks to become an…
SUMMARY ——————————— Hanna Bier is an energy healer, a family constellation expert, and a certified life coach. She works with ambitious women all over the world to recreate their relationship with money in a life-affirming, positive, and loving way. Hanna spent seven years on the question, ‘Is it possible to…
SUMMARY ——————————— Emily Laura Derr is the Founder of Grassroots Impact Creative Coach, where she helps creative people break through resistance and coaches creative businesses to craft messaging and build community. Today, Emily joins the show to discuss the concept of resistance, where it comes from, and best practices on…
SUMMARY ——————————— Aja Evans is a board-certified therapist, speaker, and writer who is focused on financial well being. After ten years in a mental health practice, she noticed the emotional impact of how people interact with their money, especially black people. She saw reflections of her own journey to financial…
SUMMARY ——————————— Fiona Valentine is a business coach and the creator of Business School for Artists, a program for aspiring artists who want to paint for fun and for profit, even if they’ve never sold any of their work before. Fiona has over 30 years of teaching, painting and business…
SUMMARY ——————————— Charles Hudson is the Founder and Managing Partner of Precursor Ventures, and early-stage venture capital firm focused on investing in the first institutional round of investments for the most promising software and hardware companies. Today, Charles joins the show to discuss the work he does as a venture…
SUMMARY ——————————— Jason Scott Montoya is a lifelong entrepreneur, not surprising as he’s come from four previous generations of entrepreneurs. Jason grows their online influence & program sales for people development-oriented organizations. He is guided by his values of love, mindfulness, mastery, dependability, and openness. Today, Jason joins the show…
SUMMARY ——————————— Paul Montoy-Wilson is an entrepreneur with a vision of helping people with their relationship to money and their personal money mindsets. Paul developed and launched Allo, a financial wellness app that focuses on mindful money practices. Today, Paul joins the show to discuss his personal and financial values,…
SUMMARY ——————————— Gil Baumgarten is a disruptive wealth management pioneer. After battling UBS in defense of 100% ETF portfolios, a direct assault on the firm’s fee-rich mutual fund business, he was on the original beta-test team of six advisors permitted to run discretionary ETF portfolios in 2002. He has since…
SUMMARY ——————————— Rocky Lalvani serves as Chief Profitability Officer (CPO) for business owners. He helps small business owners maximize their business’ profit so that they have time and freedom to do what they love. He does this by changing the mental accounting formula from ‘Sales minus Expenses equals Profits’ to…
SUMMARY ——————————— Alice Shikina is an international speaker, negotiation coach, and divorce mediator. She’s the author of the book, Negotiating with Your Kids. Alice is passionate about helping people out of conflict and moving forward with their lives. Today, Jonathan and Alice talk all about marriage, divorce, and navigating the…
SUMMARY ——————————— Dr. Mary Martin is a trauma sensitive mindfulness educator, a futures thinker, and the author of Mindfulness for Financial Advisors: Practicing A New Way of Being . She’s certified by Brown University to teach mindfulness-based stress reduction and has a PhD from NYU’s School of Culture, Education &…
SUMMARY ——————————— Kim Trathen is a business, money, and mindset coach, three things that are foundational to the process of building wealth and creating financial independence for our families. Her favorite topic is how our thoughts about money shape our ability to make more money. Today, Kim joins the show…
SUMMARY ——————————— Marda Stoliar has improved the world in war torn countries and countries with repressive regimes as well as wealthy and poverty-stricken U.S. neighborhoods. She didn’t do it through politics or activism; she did it through baking. Sheila has had a life and career that has spanned across geographies,…
SUMMARY ——————————— Dr. Eric J. Holsapple is a successful developer, author and entrepreneur who has used mindfulness to transform both his life and his business. He’s got a PhD in Economics and has been involved in the real estate industry for forty years. He works with people to merge business…
SUMMARY ——————————— Toby Bloomberg is one of the original web-marketing leaders. Forbes listed her original Diva Marketing Blog as one of the top twenty social media blogs for women. She put together the first book ever written on Twitter by interviewing forty marketing leaders over Twitter and compiling their 140…
SUMMARY ——————————— Sharmeen Bhanji-Abeysinghe is a Spiritual Somatic Movement Mentor. She speaks of movement as medicine and she’s on a mission to eradicate childhood trauma due to poverty. Today, Sharmeen joins the show to share lessons she learned from her own experiences with childhood financial trauma, why we’ve become so…