SUMMARY ——————————— Dr. Jay Zigmont is a PhD, CFP and the Founder of Childfree Wealth. He is a fee-only, advice- only fiduciary and the author of The Portraits of Childfree Wealth . Most financial advice treats parenthood as the default. Dr. Jay has built a financial planning system that caters…
SUMMARY ——————————— Linda Case is a financial therapist and financial coach with over thirty years combined experience in financial services, professional counseling, and coaching. She coaches her clients to manage their money and mindset so they can get firmly on the path to financial freedom and comfortable retirement. Today, Linda…
SUMMARY ——————————— Tyler Nicholls is an entrepreneur who is passionate about helping others at scale. He taught seventh grade Math with Teach for America before getting his Masters from Boston University. Tyler is the creator of Kudosy, a digital rewards system that helps solve the problem of financial literacy in…
SUMMARY ——————————— Julie Bergfeld is a health, wellness and life coach, specializing in performance, stress management, and healthy habits. She’s worked in academia and technology and is currently a yoga teacher who is dedicated to her own mindfulness practice. Today, Julie joins the show to engage in a rich discussion…
SUMMARY ——————————— Dawn Santoriello is a CFP, best-selling author, keynote speaker, and the Founder and CEO of DS Financial Strategies, an e-based financial planning firm just outside of Philadelphia. Dawn is focused on empowering women and couples to reach their financial goals with peace of mind. She’s been featured in…
SUMMARY ——————————— Sarah Howard is an entrepreneur, storyteller, and social innovator. Her first entrepreneurial venture was Twenty Twenty Studios where she still tells compelling stories and produces interactive experiences for her clients. Sarah is passionate about social and economic equity. She is also the Founder of Zero Gap, where she…
SUMMARY ——————————— Julie Cane is the CEO and co-founder of Democracy Investments, a registered investment advisory firm focused on promoting democracy and influencing capital flows in financial markets. The firm’s democracy investments international index re-weights the traditional international equity index towards democracies and away from authoritarian regimes using the Economist’s…
SUMMARY ——————————— Brad Baldridge is one of the nation’s leading college financing experts. He teaches families the best ways to plan, save and pay for college so they can make their children’s college dreams come true without wiping out their own finances and retirements. For twenty years, Brad has shared…
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…