SUMMARY ——————————— Dr. Sarabeth Berk is the leading expert on hybrid-professional identities, author of More Than My Title and an insightful TEDx speaker. Her hybrid title is Creative Disruptor because she works at the intersection of artistry, research, education, and design. Today, Jonathan and Dr. Sarabeth discuss the work she…
SUMMARY ——————————— Visionary accountant, empowerment speaker and author, Tatiana Tsoir brings her years of experience as a serial entrepreneur to the show today. Tatiana coined the term, ‘almost- preneurs,’ and helps artists, moms, creatives, and freelancers figure out how to make a living doing what they love. Today, Jonathan and…
SUMMARY ——————————— Jonathan welcomes Harry Duran, Host of Podcast Junkies and Vertical Farming Podcast and Founder of FullCast. In this episode Harry shares his insights on what it takes to be a successful podcaster, including the importance of focus, productivity, and building relationships. Harry and the FullCast team also helped…
SUMMARY ——————————— Jonathan welcomes Matthew from the Time Value Millionaire Blog to the show to discuss the FIRE Movement, side hustles, and how Matthew turned a passion for personal finance and data into a passive income stream. Matthew is currently 13.2% financially independent and today he talks about why money…
SUMMARY ——————————— Jonathan takes a moment to reflect on what inspired him to launch this podcast project, the work he and his brother planned on doing to help improve the financial lives of others and the legacy he hopes to accomplish both for himself and in memory of his brother.…
SUMMARY ——————————— After an incredible first season, Jonathan reflects on some of the incredible guests he’s had the privilege of interviewing and calls out key lessons each guest shared. From life planning with George Kinder to the concept of ‘Enough’ with Gary Ray and dozens of insights in between, Jonathan…
SUMMARY ——————————— Award-winning financial coach, author and speaker Holly Morphew joins the show to discuss her incredible journey from debt to financial freedom. Holly is the author of Simple Wealth: The Practical Guide to Transform Your Relationship with Money and Live in Abundance and today she breaks down her Financial…
SUMMARY ——————————— CFP and PhD Kathleen Rehl has had many careers spanning from academia to financial advisory. Most recently, Kathleen has continued penning pieced about widows and money and speaking at selected conferences and events. She is the author of Moving Forward On Your Own: A Financial Guidebook for Widows…
SUMMARY ——————————— Gary Ray is the CEO of Black Diamond Games and the author of Friendly Local Game Store: A Five-Year Path to Middle-Class Income. A former IT engineer and project manager, Gary made the decision to start his own business focused on everything from board games and trading card…
SUMMARY ——————————— Debbie Allen is an author, business mentor, brand strategist, and the number one authority on expert positioning. Debbie runs a mentoring program for experts where she leverages her decades of entrepreneurial wisdom and business building experience to successfully mentor a diverse group of small business owners, entrepreneurs and…
SUMMARY ——————————— Jennifer Rayner is a retirement plan consultant and the founder of Moniwell, a revolutionary text-based financial wellbeing program. She and Jonathan share a passion for financial literacy and a recognition that people need easily accessible education customized to their needs at a particular time. Today, Jennifer and Jonathan…
SUMMARY ——————————— Tom Corley is a CPA/CFP and holds a Master's Degree in Taxation. He also is the best-selling author of the Rich Habits book series, which include, Rich Habits , Rich Kids , Change Your Habits, Change Your Life , and Effortless Wealth , among others. Tom understands the…
SUMMARY ——————————— Tom Corley is a CPA/CFP and holds a Master's Degree in Taxation. He also is the best-selling author of the Rich Habits book series, which include, Rich Habits , Rich Kids , Change Your Habits, Change Your Life , and Effortless Wealth , among others. Tom understands the…
SUMMARY ——————————— Bari Tessler is a financial therapist, author and founder of The Art of Money. For over twenty years, Bari has worked with individuals, couples, and entrepreneurs to provide them with a more creative, mindful and deep approach to money. Today, Bari brings that knowledge and expertise to discuss…
SUMMARY ——————————— Mark Silver has been helping entrepreneurs create authentic marketing programs that feel good to them for over two decades. After being introduced to Sufi-based healing work, Mark launched The Heart of Business and has been helping good people create sustainable businesses ever since. Today, Mark shares lessons on…
SUMMARY ——————————— Pamela Slim is a business coach and co-founder of K’é Main Street Learning Lab, a grassroots community-based think tank for small business acceleration. She is also the author of multiple works, including Body of Work, Escape from Cubicle Nation , and The Widest Net. Today, Jonathan and Pamela…
SUMMARY ——————————— Robin Treasure is a top-performing sales coach and the best-selling author of Heart Powered Sales. After a successful first career in Rome and San Francisco as an Italian translator, she transitioned into sales with the key transferable skill needed in any capacity, in any language: emotionally intelligent communication.…
SUMMARY ——————————— Kathryn Peyton is a certified financial advisor at Abacus Wealth. At an early age, Kathryn was impacted by her parents’ financial habits of care and caution around money. But then, something changed for Kathryn as she began to realize that successful investing is attainable for everyday people. Thus…
SUMMARY ——————————— Leisa Peterson is the Founder of The Wealth Clinic and author of the Amazon best-seller The Mindful Millionaire. Leisa is also the host of The Mindful Millionaire podcast, a show that features inspiring discussions, interviews and commentary aimed at teaching self-mastery and practical financial wisdom. Leisa is a…
SUMMARY ——————————— George Kinder is the Founder of The Kinder Institute of Life Planning and the author of multiple bestsellers, including The Seven Stages of Money Maturity and Life Planning for You. He has revolutionized financial advice for more than 35 years by training over 4,000 professionals in 30 countries…