Women Behind the Millions™

From Pension to Passion: Sarah Elia’s Bold Leap Toward Fulfilling Her Dreams

Thu, 30 Apr 2026 06:00:00 -0400

Welcome back to another empowering episode of Women Behind the Millions! In tonight’s episode, we dive into the theme of “Pension or Passion?”—that deep, sometimes daunting choice between chasing financial security and following your true calling. Our special guest is Sarah Elia, a trailblazing paraplanner at The Wealth Boutique, a bestselling author, and a future financial advisor who made the courageous decision to walk away from the promise of a stable government pension to pursue a career that speaks to her heart.

Jessica and Sarah unpack the emotional, spiritual, and practical sides of wealth, discussing the power of building a life you don’t need to escape from, breaking industry stereotypes, and supporting women on their financial journeys.

We’ll also hear about Sarah’s love letter to her clients, her mission to empower women through financial education, and her reflections on collaboration, mentorship, and overcoming bias in the finance world.

Meet the women behind the millionaires, the women supporting, guiding, and celebrating women with their wealth. You’ll hear from women millionaires, how they got there, what they wish they had known, what got them to be a millionaire. The emotional side, spiritual side, and practical side of wealth. But also the women behind the scenes making it happen. Let's dive into women behind the millions.

New episodes release every week: https://www.thewealthboutique.com/women-behind-the-millions

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From Bartender to Financial Powerhouse: Amber Bentley’s Journey to Empowering Women

Thu, 23 Apr 2026 06:00:00 -0400

Welcome back to Women Behind the Millions, the show where we bring you the untold stories of powerhouse women who are redefining wealth, leadership, and legacy. In this episode, host Jessica Weaver welcomes trailblazer Amber Bentley, a Florida-based entrepreneur, mother of three, and founder of Bentley Wealth Partners. Together, they dive deep into the emotional, spiritual, and practical sides of building success as a woman.

You’ll hear how Amber navigated the challenges of being a single mom, broke through the glass ceilings of a male-dominated industry, and built up the courage to walk away from environments that no longer served her—choosing instead to create her own path and empower others to do the same. From the value of confidence instilled in her childhood to balancing motherhood and entrepreneurship and even closing business deals while in labor, Amber’s story exemplifies resilience and bold action.

Join Jessica and Amber as they share candid moments about self-worth, supporting other women, finding your voice in difficult spaces, and the power of walking away from what doesn’t serve you to create something even greater. Whether you’re growing your personal wealth, building a business, or searching for inspiration to make a change, this episode will help you tap into your own strength—and remind you of the legacy you’re capable of creating.

Mastering the Ride: Financial Planning Insights from Vicki Beam’s Career and Childhood

Thu, 16 Apr 2026 06:00:00 -0400

Welcome back to Women Behind the Millions, the show where we spotlight the visionary women leading, inspiring, and supporting women in their journeys to wealth and fulfillment.

In today's episode, host Jessica Weaver welcomes Vicki Beam, a powerhouse financial advisor with over 25 years of experience and a passion for helping clients live the lives they truly want. Raised by an award-winning motorcycle racer, Vicki brings the lessons of planning, anticipation, and enjoying the ride into her financial practice. She believes wealth isn’t just about working to retire—it’s about working to live and finding joy along the way.

Together, they explore Vicki’s upbringing, her unique approach to financial planning, and her insights from the new book, Financial Trendsetters 3. We’ll talk legacy planning, the power of visualization, and why planning—both for the road and for retirement—makes all the difference.

Get ready for a heartfelt conversation packed with wisdom, gratitude, and practical strategies for building a life filled with purpose and prosperity. Let’s meet the woman behind the millions—Vicki Beam!

Breaking Financial Silence: How Tonyia Cleaver Elevates Women in Transition

Thu, 09 Apr 2026 06:00:00 -0400

Welcome back to another episode of Women Behind the Millions, where we spotlight the incredible journeys of women making an impact on wealth, leadership, and legacy. In today’s episode, host Jessica Weaver sits down with Tonyia Cleaver, an advisor at The Wealth Boutique and a featured author in Financial Trendsetters 3.

Jessica and Tonyia dive into Tonyia’s inspiring story—from her early days as an “Army brat” navigating constant transitions, to overcoming family upheaval in college, to building a thriving career in broadcast media before pivoting to empower women in finance. You’ll hear how Tonyia’s resilience, resourcefulness, and drive to break generational money patterns led her to invest in her own financial education and ultimately become a champion for women in transition.

This episode is packed with powerful moments about finding agency, building financial optionality, and uniting women around wealth conversations. Whether you’re curious about handling life’s transitions, seeking a fresh perspective on money, or just love hearing real, unfiltered journeys, you won’t want to miss this conversation with Tonyia!

Sacrifices, Success, and Strong Women: Karen Santini Clemens on Leadership in Wealth Management

Thu, 02 Apr 2026 10:00:00 -0400

Welcome back to Women Behind the Millions, where we shine a spotlight on the inspiring women fueling financial empowerment and wealth. In this episode, host Jessica Weaver sits down with Karen Santini Clemens, a powerhouse CPA turned financial advisor featured in Financial Trendsetters 3. Karen shares her remarkable journey from a childhood shaped by strong family values and financial sacrifice to entrepreneurship and becoming a champion for women’s financial independence.

Together, they explore the emotional and practical sides of building wealth—from Karen selling Mary Kay at age 14 to purchasing her own accounting firm and evolving her business to focus on holistic financial advising. You’ll hear about the “aha” moment that sparked Karen’s commitment to women’s financial empowerment, her drive to educate and support clients, and the legacy she hopes to leave behind—not just for her children, but for the countless women she inspires along the way.

Get ready for an episode filled with candid stories, hard-earned advice, and motivation to chase your own version of success—plus a sneak peek at what’s next for the Financial Trendsetters movement!

Building Your Own Table: Women Creating Space in Finance with Nora Gillis

Thu, 26 Mar 2026 06:00:00 -0400

Welcome back to an all-new season of Women Behind the Millions! This week, host Jessica Weaver sits down with Nora Gillis, the dynamic lead author of Financial Trendsetters 3 and a regional consultant at AssetMark with over 13 years of experience. Their conversation dives deep into the journeys of women in finance—exploring how they’ve overcome obstacles, built thriving communities, and leaned into authenticity, both professionally and personally.

Nora Gillis shares how contributing to the Financial Trendsetters series has fueled her own transformation, from embracing authenticity to navigating the challenges of divorce with the support of a strong female community. Together, Jessica and Nora celebrate the trendsetters who are breaking barriers, mentoring new generations, and redefining what it means to be a woman in the financial world. Plus, get the inside scoop on new scholarship opportunities, community initiatives, and how the next generation—including kids of financial advisors—is stepping up to shape the future of financial literacy.

If you're passionate about women supporting women, building your dream life, and hearing real, unfiltered success stories from trailblazers in finance, you won’t want to miss this episode!

The One About Closing The Wealth Gap with Caroline Tanis

Thu, 19 Mar 2026 06:00:00 -0400

Welcome to another episode of Women Behind the Millions! Hosted by bestselling author and wealth advisor Jessica Weaver, today's show tackles an eye-opening issue: the nearly one million dollars women leave on the table over their working careers. Joined by special guest Caroline Tanis, a certified divorce financial analyst and founder of Tanis Financial Group, the conversation dives deep into the pay and wealth gaps facing women, the impact of caregiving roles, and the infamous "pink tax."

Expect fresh insights on what holds women back from going after promotions and negotiating for better pay, plus practical strategies to empower women to claim their financial potential. Caroline Tanis also shares her strategies on building multi-generational wealth, preparing emotionally for inheritances, and redefining what it means to feel and live abundantly.

You'll hear stories, actionable advice, and personal reflections—all designed to educate, inspire, and help women step confidently into their financial journeys. So grab your coffee, get ready to dream big, and join us for a conversation that could transform how you think about—and build—your wealth.

Danielle Hayden Reveals Secrets to Sustainable Growth and Self-Worth for Female Founders

Thu, 26 Feb 2026 06:00:00 -0500

In this episode, host Jessica Weaver sits down with Danielle Hayden—a seasoned finance expert, co-founder, and CEO of Kickstart Accounting Inc. Danielle’s journey is anything but ordinary; she started her career making women feel beautiful behind the chair as a stylist, only to discover her knack for numbers could help not just salons, but women entrepreneurs everywhere.

Together, Jess and Danielle dive into the realities of running a business as a woman, focusing on the emotional, spiritual, and practical sides of building wealth. Danielle breaks down some of the key financial mistakes women business owners make and shares actionable steps on how to truly know your numbers, pay yourself what you’re worth, and build a confident money mindset. You’ll hear inspiring advice on preparing for growth, how to leverage bookkeeping as a strategic tool, and why every woman—no matter the size of her business—is worthy of financial support.

Get ready to step into your CEO shoes, ditch limiting beliefs, and unlock new prosperity. This conversation is packed with wisdom, encouragement, and practical strategies for every boss mama ready to scale her business and her wealth!

Connect with Danielle at https://kickstartaccountinginc.com/

Empowering Women Over 50: Money Mindset and Reinvention with Eleni Anastos

Thu, 19 Feb 2026 06:00:00 -0500

In this episode, host Jessica Weaver dives deep into the internal side of wealth, exploring how our self-worth is intimately connected to our net worth. Jess is joined by the incredible Eleni Anastos—money coach, speaker, and author of "My Reinvented Life: Finding Purpose in the Pain."

Eleni shares her inspiring journey of overcoming personal and professional trauma, reinventing her life in her 50s, and guiding women to break free from money and mindset barriers. Together, they unpack the importance of embracing change, recognizing your own value, and taking control of your financial future at any age or stage of life.

From practical tools for reigniting your sense of purpose to powerful reminders that it's never too late to start over, this episode is filled with encouragement, actionable advice, and stories of transformation. Whether you’re looking to rebuild, reinvent, or simply be inspired, this conversation is a must-listen for any woman ready to step into her power and claim her money journey.

Women Shaping Wealth: Practice Management, Tech Trends, and Changing Industry Norms with Catherine Williams

Thu, 12 Feb 2026 06:00:00 -0500

Welcome back to Women Behind the Millions, where we shine a spotlight on the visionary women shaping wealth and legacy in the financial world. In this special bonus episode, host Jessica Weaver sits down with the trailblazing Catherine Williams, Head of Practice Management at Dimensional, whose global expertise has revolutionized how top-performing financial firms operate.

Together, they dive deep into what separates leading firms from the average—think faster client onboarding, intentional use of technology, and data-driven benchmarking. Catherine shares invaluable insights drawn from years of research and real-world experience, including how AI is transforming client relationships, why smaller firms are thriving, and the evolving role of women in finance.

Whether you're a seasoned advisor, an aspiring money queen, or simply interested in building your own legacy, this episode is packed with practical strategies, inspiring stories, and actionable takeaways. Get ready to uncover the secrets behind sustainable growth, the power of collaboration, and how women everywhere are leaving a lasting impact on the world of wealth.

Empowering Women’s Wealth: Denise Sandkamp on Miami’s She Economy

Thu, 05 Feb 2026 06:00:00 -0500

Today’s episode, takes you behind the scenes with powerhouse guest Denise Sandkamp. With more than 25 years of leadership experience at organizations like American Express and Citibank, Denise now dedicates her expertise to empowering women—especially those navigating life after divorce or preparing for retirement—to build confidence and clarity in their financial lives.

In this episode, we dive deep into real estate’s role in women’s portfolios, the unique financial pressures women often face, and why women may actually be better investors (yes, you heard that right!). Denise Sandkamp opens up about her own extraordinary journey, from growing up adopted in Germany, to building wealth in Miami real estate, to reconnecting with her birth mother in Colombia. Plus, you’ll get an exclusive look at her contributions to the bestselling book, “She Nailed It: Inspiring Stories of Going from Valley to Victory.”

Whether you’re just starting your wealth-building journey or you’re ready to take it to the next level, get ready for practical tips, emotional insights, and a dose of hope from women who are truly changing the game. Let’s meet the women behind the millions!

Protecting What Matters Most: Teri DiGrande Shares Four Decades of Insurance Wisdom

Thu, 29 Jan 2026 06:00:00 -0500

Today, we’re diving into the often-overlooked world of insurance with the incredible Teri DiGrande, a guest who brings close to four decades of wisdom to the table. Hosted by Jessica Weaver, this episode uncovers the stories behind those moments you think will never happen—until they do.

From a deer’s head in the passenger seat to stolen bridal shower gifts and backyard mishaps, Teri DiGrande shares unforgettable real-life stories that highlight why the right insurance coverage matters for women, families, and business owners. You’ll learn about life insurance, renters insurance, and why cyber and liability protections are critical in today’s fast-changing landscape.

If you’re a woman navigating home ownership, entrepreneurship, or simply wanting to protect your loved ones, this episode is packed with practical advice, heartfelt moments, and expert clarity that will inspire you to think differently about insurance—and the powerful security it offers.

Connect with Teri, here:

Facebook: www.facebook.com/MorrisPlainsAgent

Instagram: @digrandeagency

LinkedIn: www.linkedin.com/in/teridigrandeagency/

X: @TeriDiGrande

From Million-Dollar Listings to Viral Cooking Shows Antoinette Gangi’s Story

Thu, 22 Jan 2026 06:00:00 -0500

In this episode, host Jessica Weaver sits down with the incredible Antoinette Gangi—a real estate mogul turned cooking sensation whose story is as rich and layered as her Italian recipes.

From humble beginnings to building an empire in real estate and then seamlessly pivoting to share her culinary passion with the world, Antoinette Gangi embodies the very heart of success: family, community, and a deep-rooted drive to bring people together. She shares how cooking since the age of ten and honoring her grandmother’s Italian heritage became the foundation not just for her best-selling cookbook, but for a legacy of generosity and warmth.

Tune in as Jessica Weaver and Antoinette Gangi talk about marrying passion with a career, turning viral moments into opportunities, and the important lessons learned from a life of perseverance, respect, and love—whether it’s in the boardroom, the kitchen, or around the family table. Get ready for an episode brimming with wisdom, authenticity, and a few delicious secrets along the way!

Connect with Antoinette http://antoinettesitaliankitchen.com/ and follow her on Instagram, YouTube, and TikTok @antoinettesitaliankitchen

Faith Over Fear: How Tresa Todd Built a Real Estate Empire for Women

Thu, 15 Jan 2026 06:00:00 -0500

On this episode of Women Behind the Millions, host Jessica Weaver invites you to explore the power, prosperity, and transformation behind women building wealth—not just for themselves, but for entire communities. This week, Jessica Weaver sits down with Tresa Todd, the founder of the Women’s Real Estate Investors Network and featured author in "She Nailed It: Inspiring Stories of Going From Valley to Victory."

At age 50, Tresa took a leap of faith, leaving a 25-year career to step into the world of real estate investing. Guided by conviction, courage, and faith, she not only changed her own financial destiny but also went on to mentor thousands of women, helping them unlock new opportunities for wealth and legacy. In this episode, you’ll hear her powerful story of knocking on doors—literally and figuratively—through setbacks, fear, and imposter syndrome, all while building a thriving sisterhood of women investors.

Tune in to discover how Tresa learned to use other people’s money to build wealth, why community matters, and the advice she’d give her younger self. Whether you’re curious about real estate or searching for inspiration to take your own leap, this conversation is packed with hope, practical strategy, and the reminder that women truly are made for more.

Contact Our Guest:

www.withoutfearmasterclass.com

wrein.com

@womensrein

From Single Mom to Mortgage Mogul Megan De Tore McDermott’s Journey to Financial Empowerment

Thu, 08 Jan 2026 06:00:00 -0500

This week, our host Jessica Weaver sits down with Megan De Tore McDermott, a powerhouse mortgage professional and single mom who transformed her life from humble, challenging beginnings into a story of perseverance, faith, and multimillion-dollar success.

Megan opens up about her journey—becoming a single mother at 20, navigating the uncertainties of the male-dominated mortgage industry, and overcoming adversity when no one expected her to succeed. Together, Jess and Megan explore the emotional, spiritual, and practical sides of building wealth, sharing the untold struggles and breakthroughs behind that professional polish.

From cold calling in her mom’s closet to closing over $110 million in mortgage volume in just two years, Megan’s story is packed with lessons about building trust, owning your story, and creating genuine impact in the financial world. You’ll discover how she leaned on her faith, developed unstoppable resilience, and turned obstacles into stepping stones—not only for herself but as inspiration for others walking a similar path.

Tune in for heartfelt insights, real talk about setbacks and victories, and a whole lot of encouragement for women everywhere to find their voice and step into their own power.

Contact Our Guest:

www.BeHappyWithYourMortgage.com

IG- @megandetoremcdermott

FB - Megan De Tore McDermott

Redefining Home and Wealth with Katica Esteves: Stories of Design, Passion, and Timeless Luxury

Thu, 18 Dec 2025 06:00:00 -0500

In this episode, Jessica sits down with Katica Esteves, founder of Reneww Design in Chester, New Jersey, and one of the newest bestselling authors featured in "She Nailed It." Katica shares her journey from balancing a corporate career and her passion for design, to launching her luxury interior design studio—all while raising a family and navigating unexpected life changes with resilience and a strong sense of purpose.

Tune in as Katica opens up about the therapeutic power of writing, the importance of storytelling in home design, and how she blends intuition, empathy, and effortless luxury to create deeply personal spaces for her clients. She reveals her process, common challenges homeowners face when starting a project, and the role faith and family play in her creative work. Plus, get practical tips on where to start with your own interior transformations and learn what makes Katica truly a “woman behind the millions.”

Contact Our Guest:

www.renewwdesign.com

@reneww.design

From Belief System to Bold Action: Corrie-Beth Lipowski’s Fitness Kingdom and Mindset Shift

Thu, 11 Dec 2025 06:00:00 -0500

In this episode, host Jessica Weaver sits down with Corrie-Beth Lipowski, whose journey from struggling with body image to owning a thriving fitness franchise will inspire anyone looking to transform their health, wealth, and mindset.

Corrie-Beth, former teacher turned homeschool mom and entrepreneur, breaks down how redefining her belief system helped her build Pure Physique—a boutique fitness brand that’s empowering busy women, especially working moms, to prioritize self-care, strength, and vitality. From juggling family and business with her husband to overcoming setbacks and celebrating wins, Corrie-Beth dives into the realities behind her success. You'll hear authentic advice about resisting fitness fads, navigating emotional storms, and fueling your body with purpose—not punishment. Plus, she shares a unique perspective on infusing faith and action into building a legacy for generations.

If you’ve ever felt stuck, overwhelmed by wellness trends, or in need of a fresh perspective on health and wealth—this conversation will motivate you with practical tips and real-life strategies. And don’t miss out on Corrie-Beth’s insights from her chapter in the bestselling book "She Nailed It," which celebrates women rising above their valleys to claim victory.

Tune in and get ready to discover how your mindset, your words, and bold daily action can turn dreams into reality!

Contact Our Guest:

https://purephysique.com/

https://www.instagram.com/corriebeth/

https://www.facebook.com/corriebeth

Grab a free workout, in person (NY, CT, SC) or online:

https://official.purephysique.com/intro_workout-4748

Real Estate, Recovery, and Legacy: Danette Galvis on Building Empires and Empowering Women

Thu, 04 Dec 2025 06:00:00 -0500

Welcome to a new season of Women Behind the Millions! In our latest episode, “She Nailed It,” host Jessica Weaver sits down with powerhouse guest Danette Galvis—a bestselling author and real estate mogul who's transforming lives through her work in real estate and sober living facilities. As the lead author of the newly launched book, She Nailed It: Inspiring Stories of Going from Valley to Victory, Danette shares her journey from addiction to recovery, and how she’s channeling her passion for real estate into empowering women and giving back to the community.

Tune in as Jessica and Danette dive deep into the emotional and practical sides of building wealth, overcoming personal struggles, and leading with purpose. You'll hear how Danette’s mission is helping women reclaim their lives post-treatment, the impact of sober living scholarships, and why she’s passionate about mentoring the next generation of women investors. Expect honest conversation, actionable real estate strategies, and inspiring stories of resilience—plus details on how you can join the movement and grab your copy of She Nailed It.

So, get ready for a season of full-circle moments, legacy building, and celebrating the women who are truly behind the millions. Let’s dive in!

Contact Our Guest:

IG: @danettegalvis

LI: Danette Bundschu Galvis | LinkedIn

Dance to Independence with Tricia Brady: Mindset, Courage, and Building Your Legacy in Wealth

Thu, 16 Oct 2025 06:00:00 -0400

This episode is all about breaking free from settling and finding true alignment in your work and life. Host Jessica Weaver welcomes back Tricia Brady, a seasoned expert in wealth management and consulting, and now the author of the game-changing book, “Dance to Independence.” Tricia brings over 30 years of industry experience, sharing her journey and the inspiration behind her new book, which serves as both a practical guide and a source of courage for financial advisors seeking independence.

Together, Jessica and Tricia dive deep into topics like identifying when you’re stuck in a cycle, reclaiming your “why,” and how to navigate the often-daunting transition toward owning your own firm. With wisdom rooted in real-world experience, Tricia discusses the emotional, spiritual, and tactical sides of independence—and how this transformation impacts not only advisors but the lives of millions they touch. You’ll also hear about the interactive tools and resources she’s created to support anyone considering this bold next step.

Whether you’re an advisor contemplating independence, already on your own, or just looking for inspiration to stop settling and step into your power, this episode is packed with actionable insights, motivating stories, and a big dose of encouragement. So grab your coffee, settle in, and get ready to be inspired by the women changing the future of wealth!

Contact Our Guest:

dancetoindependence.com

LI-www.linkedin.com/in/tricia-brady-mahoney-31a7804

Building a Media Empire: Julie Ann Meyer’s Journey to Powering Visibility and Community

Thu, 09 Oct 2025 06:00:00 -0400

Welcome back to another empowering episode of Women Behind the Millions! I’m your host, Jessica Weaver, and today we’re diving into the world of media empire-building with the incredible Julie Ann Meyer—co-CEO of e360tv, transformational mindset expert, and passionate guide for women who want to make a real impact.

In this episode, you’ll hear Julie Ann’s honest journey into media, from reality TV appearances to launching her own agency and ultimately co-leading one of today’s most exciting streaming platforms. Julie Ann opens up about what it truly takes to foster a thriving community, overcome imposter syndrome, and step confidently into the spotlight—whether writing your first book, starting a podcast, or creating a TV show. We’ll explore why women often put themselves last, how to break through those barriers, and practical ways to leverage media for lasting business success and legacy.

Plus, get ready for insider insights on monetizing your media brand, creating influence through authentic connection, and what it really means to “grow or go” in both business and life. You’ll leave this conversation feeling inspired to embrace your own story and discover how media can amplify your mission and multiply your impact.

Contact Our Guest:

thearionagency.com, e36t0tv.com

IG @julieannmercouris, Youtube @julieannmeyer, FB @julesannmeyer

Relationship-Driven Wealth: Erin O'Donnell on Connecting, Overcoming, and Leading in Finance

Thu, 02 Oct 2025 06:00:00 -0400

In this episode, we’re rolling out the red carpet for one of our Financial Trendsetters 2.0 featured authors, Erin O’Donnell. At just the start of her career as a financial advisor at Forest Hills Financial Group, Erin’s journey is nothing short of extraordinary. Imagine navigating three knee surgeries, a devastating family loss, a life-changing car accident, and the turbulence of Covid—all before finishing college. Erin turned those hardships into her life’s purpose: making a lasting impact in the world of finance.

We’ll dive into how Erin pivoted from accounting to wealth management, her take on overcoming adversity with resilience, and why authenticity is at the heart of her approach to helping women build and protect their wealth. Erin’s wisdom and infectious positivity are truly beyond her years, and she’ll share powerful insights on finding hidden blessings in tough times, building trust with clients, and the importance of saying “yes” to new connections.

If you’re ready to be inspired by a fresh, unstoppable voice in finance and hear what it really takes to be a “woman behind the millions,” you’re in the right place. Let’s jump in!

Contact Our Guest:

https://www.linkedin.com/in/erinodonnell1234/

Passion, Purpose, and Portfolio: Andrea Beegle’s Unique Approach to Women’s Wealth

Thu, 25 Sep 2025 06:00:00 -0400

Welcome back to Women Behind the Millions, the show where we shine a light on the remarkable women who build, support, and inspire wealth and legacy across generations. In this episode, host Jessica Weaver sits down with Andrea Beegle—CFP, wealth advisor, and future CEO of Compass Wealth Strategies—to explore what it truly means to build a lasting legacy, both financially and personally. From her dynamic career journey spanning National Geographic, the UN Foundation, and global nutrition initiatives, to joining her family’s wealth management firm, Andrea brings a unique perspective on fulfillment, impact, and the true purpose of money.

You’ll hear the inspiring story of how a single, emotional moment on a business flight shifted Andrea’s outlook on work, family, and legacy, and how she now helps clients look beyond just numbers to embrace meaning, purpose, and multi-generational wealth conversations. Tune in for insights on redefining wealth, normalizing money talks with your family, and actionable steps for building a life and legacy worth celebrating. This episode is packed with heart, practical wisdom, and a fresh look at what it takes to be a true trendsetter in wealth—don’t miss it!

Contact Our Guest:

https://www.linkedin.com/in/andrea-beegle/

www.compass-wealthstrategies.com

Turning Pain into Passion: Shantel Haines’ Journey of Strength, Advocacy, and Family Resilience

Thu, 18 Sep 2025 06:00:00 -0400

In this episode, we’re bringing you a story of true grit, resilience, and reinvention. In this episode, I sit down with Shantel Haines—an independent financial professional, dedicated advocate for veterans and families, and a woman who knows firsthand how life can take unexpected turns.

Shantel shares her remarkable journey, from supporting her husband through a life-changing military injury and navigating the complexities of Medicare and veteran benefits, to facing unimaginable challenges with her son’s recent spinal cord injury during his high school wrestling championship. Through it all, Shantel taps into a deep well of strength, advocacy, and community spirit—showing us what it really means to adapt, find a new normal, and empower others along the way.

You’ll hear about the emotional roller coaster Shantel and her family have ridden, how she’s turned hardship into purpose, and why having tough conversations around healthcare and long-term planning is essential for every family. Plus, learn how community support and even small acts of kindness have made all the difference in the Haines family’s lives.

Get ready for an inspiring conversation that blends the spiritual, emotional, and practical sides of building wealth—and life—through adversity. This is one episode you won’t want to miss!

Contact Our Guest:

http://www.npcga.com/

https://www.linkedin.com/in/shantel-haines-84006785/

Kingdom RehabHER: Danette Galvis on Recovery, Real Estate Success, and Faith

Thu, 04 Sep 2025 06:00:00 -0400

In this episode, host Jessica Weaver dives into the booming world of real estate with an extraordinary guest—Danette Galvis. With over 30 years of real estate experience, Danette is not only a successful agent and house flipper but also a trailblazer in blending business, personal growth, and service to others. From battling addiction and reclaiming her life through faith to opening her own women’s sober living home, Danette’s journey goes far beyond financial success.

Listen in as Jessica and Danette discuss the realities of house flipping, the power of community, and the courage it takes to rebuild—both properties and lives. Danette shares how her experience in recovery paralleled her work on homes and why she’s dedicated her real estate empire to helping women find freedom and purpose. This episode is packed with wisdom on building wealth, the importance of mindset, and how financial independence is truly about lifting others as you rise.

Tune in for a heartfelt, empowering conversation that celebrates resilience, reinvention, and the unbreakable spirit of women helping women.

Contact Our Guest:

@danettegalvis

Rising to Lead: Dr. Jessica Schloemp on Building Confidence and Reshaping Financial Industry Culture

Thu, 28 Aug 2025 05:00:00 -0400

In this inspiring episode of Women Behind the Millions, host Jessica Weaver sits down with the incredible Dr. Jessica Schloemp—a true force in strategic leadership and a trailblazer for women in finance. Dr. Jessica, known for her down-to-earth vibe and brilliant insights, opens up about her journey from Division 1 basketball to earning a doctorate and breaking barriers at Financial Independence Group. Together, they explore the growing trend of women confidently stepping into leadership roles, navigating workplace challenges, and building businesses that are reshaping the financial landscape.

You’ll hear Dr. Jessica’s candid story of resilience after experiencing a toxic work environment, the pivotal moments that shaped her approach to team building, and her commitment to creating authentic, empowered workplaces. Plus, discover advice for women ready to grow and scale their businesses. Get ready for actionable tips, words of encouragement, a celebration of women’s achievements, and a peek into the powerhouse sisterhood behind the bestseller Financial Trendsetters 2.0.

Contact Our Guest:

reviveandriseconsulting.com

www.linkedin.com/in/drjschloemp

Gymnastics, Grief, and Grit: Alexa Brascetta’s Path to Wealth Leadership

Thu, 21 Aug 2025 06:00:00 -0400

In this episode, host Jessica Weaver sits down with Alexa Brascetta—mom, wife, president, and wealth advisor at Aligned Wealth Strategies, and one of this season’s Financial Trendsetters. Alexa’s story is one of resilience, transformation, and true trailblazing, as she navigated the high stakes of the financial world while overcoming profound personal loss.

From her early days as a dedicated gymnast to working alongside her father in the financial industry, Alexa’s journey has been about relentless growth and listening to her own inner voice—even when it meant stepping out of her comfort zone. After suddenly losing her father and mentor, Alexa was thrust into the deep end: closing a business, leading a team, and redefining her career—all while processing grief. But instead of shrinking back, Alexa found the courage to break out of the “good old boys’ club” and build a firm that truly aligns with her values and her clients’ dreams.

In this inspiring episode, you’ll discover how Alexa channeled adversity into ambition, why listening to your intuition is non-negotiable, and what being a Woman Behind the Millions means when your “superpower” is supporting others to achieve their own financial successes.

Contact Our Guest:

www.alignedws.com

https://www.linkedin.com/in/alexa-brascetta-cfp%C2%AE-clu%C2%AE-515a7168/

From Fear to Fortune: How Women Can Bet on Themselves with Alanah Phillips

Thu, 14 Aug 2025 06:00:00 -0400

Welcome to another inspiring episode of Women Behind the Millions! This week, your host Jessica Weaver, best-selling author, wealth advisor, and founder of the Women’s Wealth Boutique, is joined by the dynamic Alanah Phillips—MBA, financial advisor advocate, writer, singer, and unapologetic baseball fan from San Diego.

In this episode, Jessica and Alanah dive deep into the journey of building wealth as a woman, both from the spotlight and behind the scenes. Alanah shares her personal story of being told, “Don’t get ahead of yourself,” and how that moment didn’t hold her back—instead, it fueled her mission to help other women rewrite the rules and reach for more, not less. You’ll hear thoughtful reflections on the challenges women face in male-dominated industries, the lingering issues of “horizontal oppression” (aka women holding women back), and why it’s so crucial to acknowledge and thank those trailblazers who paved the way—even when their experiences looked very different from ours today.

Alanah gives us a candid glimpse into the realities of imposter syndrome and self-doubt, revealing how she learned to bet on herself, take big risks, and break free from environments that stifle growth. The discussion gets real about entrepreneurship, why no one truly has it all figured out, and the value of showing up authentically and abundantly. Alanah also shares the story behind her trademarked approach, “Break Up with Your Broker Dealer,” and explains how she guides advisors—especially women—to recognize when their professional relationships are holding them back, and how to courageously make a change for something better.

Packed with wisdom, honesty, and actionable insight, this episode celebrates the women breaking cycles, lifting each other up, and redefining what it really means to create an iconic legacy in the world of finance. Tune in for stories that will motivate you to get ahead of yourself—and to always bet on you.

Contact Our Guest:

https://www.linkedin.com/in/alanahphillips/

https://www.instagram.com/break_up_withyour_brokerdealer/

Breaking Barriers: Catherine Valega’s Journey from Wall Street to Women’s Financial Empowerment

Thu, 07 Aug 2025 06:00:00 -0400

This week, Jess sits down with Catherine Valega, founder of Green Bee Advisory and a passionate advocate for female financial empowerment. Catherine shares her inspiring journey from opening her first retirement account at 18, thanks to the encouragement of her scrappy, resourceful mother, to becoming a successful wealth advisor and entrepreneur.

Together, Jessica and Catherine dive deep into what it means for women to step into their power as CEOs, break generational cycles, and create iconic legacies not just for themselves, but for their communities. From practical money management tips to the emotional courage required to leave the corporate world and start a business, this episode is packed with wisdom, personal stories, and actionable advice for women ready to build their own wealth and make a difference.

Plus, get a behind-the-scenes look at the Financial Trendsetters 2.0 book—where Catherine is a featured co-author—and discover how philanthropy, networking, and supporting other women can become key pieces of your financial journey. Whether you’re a current CEO, an aspiring entrepreneur, or just starting to think about your financial independence, this conversation will leave you inspired to take bold steps toward the life and legacy you deserve.

Contact Our Guest:

https://www.greenbeeadvisory.com

https://www.greenbeeadvisory.com/playbook

https://www.linkedin.com/in/catherinevalega/

https://www.instagram.com/powerwealthandtax/

Breaking Barriers: Championing Women in Finance with Leslie Lipscomb

Thu, 31 Jul 2025 07:00:00 -0400

Welcome to a brand-new season of “Women Behind the Millions,” where we shine a spotlight on the trailblazing women shaping the financial industry from the inside out! In this opening episode of Season 7, host Jessica Weaver kicks off the “Financial Trendsetters 2.0” season by welcoming back Leslie Lipscomb, Senior Vice President at Financial Independence Group and the lead author of “Financial Trendsetters 2.”

Jessica and Leslie dive into what it takes to break barriers in a male-dominated field, the personal stories that fuel perseverance, and the importance of building supportive, genuine relationships among women advisors. Leslie opens up about her own journey, from growing up as a fiercely independent “latchkey kid” to advocating for more women in finance. The conversation explores everything from the massive wealth transfer on the horizon for women, to the grit and resilience behind every “unicorn” woman who’s made it in the industry, and the power of storytelling in elevating the next generation.

You’ll also hear about the Financial Trendsetters Scholarship Fund, the incredible real-life stories shared in their latest book, and how legacy, leadership, and giving back shape today’s female leaders and the children looking up to them. Whether you’re an advisor, an aspiring industry leader, or want a behind-the-scenes look at women-driven success, this episode is your invitation to join the movement and celebrate women creating iconic legacies.

Contact Our Guest:

https://www.instagram.com/teamlipscombfig/

https://www.linkedin.com/in/leslielipscomb/

https://www.figmarketing.com/#!/TalentSolutions

Lessons in Feminine Leadership and Overflow with April Roberts

Thu, 24 Jul 2025 06:00:00 -0400

In this episode, Jess sits down with April Roberts—an aligned energy coach, spiritual mentor, and former CEO who scaled and exited a multi seven-figure financial firm. April’s journey is anything but ordinary. After thriving in the traditionally masculine world of finance and law, she found her true calling in helping high-performing women reconnect to their feminine energy and lead from a place of power, clarity, and truth.

Together, Jessica and April dive deep into what it really means to balance softness and strength—drawing on the powerful metaphor of a waterfall to explore how women can nourish themselves and those around them without losing their edge. April shares her unique path from practicing law in Italy to building and running a successful wealth management company alongside her father. She reveals how her transformative spiritual journey started, why she’s so passionate about helping women step into their radiance, and actionable tips for thriving in business without burning out.

Inside this episode, April shared her Rich in Energy: The Realignment Series

You can use code: VIXEN (to attend for free)

A sacred two-part experience to help high-achieving women realign their energy with God’s rhythm—not the world’s pressure.

If you’re ready to be inspired by real stories of growth, grit, and glowing feminine power, this is an episode you won’t want to miss!

Contact our Guest:

https://vixengathering.com/

https://www.linkedin.com/in/aprilrroberts/

https://www.facebook.com/share/g/19BbPAiQTV/

https://www.instagram.com/vixengathering/

https://www.youtube.com/@vixengathering

Healing Hearts, Building Millions: Natasha Leigh Bray’s Journey from Trauma to Transformational Wealth

Thu, 17 Jul 2025 06:00:00 -0400

In this special Divine Disruptors mini-series, we’re diving deep into how women are redefining the relationship between money, healing, and spirituality.

We’re joined by the incredible Natasha Leigh Bray—CEO and founder of the School of Healing Mastery, a multi award-winning success mastery coach, and the visionary behind the revolutionary modality, HeartHealing®. Natasha’s journey from maternity leave to building a multimillion-dollar business in just four years is nothing short of miraculous. She’s impacted thousands of women in over 104 countries, helping them break through to their next levels of love, wealth, and success—one healing session at a time.

In this episode, Natasha opens up about overcoming childhood trauma, breaking generational patterns, and the moment she found herself starring in a film alongside legends from The Secret. We talk about spiritual alignment, the “success saboteurs” that can hold us back, learning how to truly receive, and the powerful connection between healing our hearts and our ability to hold money.

Whether you’re curious about Natasha’s journey to a $500k month, want to learn about her best-selling books (“When Women Heal,” “When Hearts Heal,” and more), or are looking for practical ways to weave healing and spirit into your money game, this episode is packed with wisdom and inspiration.

Contact Our Guest:

https://www.instagram.com/natashaleighbray/

https://www.facebook.com/NatashaBrayCoach/

https://www.linkedin.com/in/natashaleighbray/

Memory, Money & Meaning: A New Vision of Legacy

Thu, 12 Jun 2025 05:00:00 -0400

In this moving and thought-provoking episode of Women Behind the Millions™, host Jessica Weaver brings together two visionary women who are reshaping how we define legacy—through family, finance, and the courage to prepare for the future.

In the first half, Jessica is joined by Erika Greenwood—CPA, certified financial coach, Broadway executive producer, and featured author in Illuminate Your Legacy. Erika shares her touching journey of walking and training for a half marathon with her mother, and how those shared moments—not just material assets—formed the heart of her legacy. They discuss grief, resilience, and the joy of passing down wisdom, traditions, and even recipes (like her famous mac and cheese!), all while empowering women to own their financial narratives. Erika’s story is a powerful reminder that legacy lives in the love we share, the memories we create, and the values we instill.

In the second half, Jessica sits down with Lily Vittayarukskul, co-founder and CEO of Waterlily, whose fintech company was born out of a personal family tragedy. After witnessing her aunt’s terminal diagnosis unravel both finances and family dynamics, Lily became passionate about helping others plan for long-term care with clarity and compassion. Together, Jessica and Lily explore how proactive planning can safeguard wealth, relationships, and peace of mind, and why legacy conversations must include health, care, and dignity.

Whether you're navigating personal grief, building wealth, or seeking to protect your family’s future, this episode offers honest insights and actionable tools to help you illuminate a legacy that’s rich in meaning and built to last.

Rebuilding, Resilience & Real Long-Term Planning

Thu, 05 Jun 2025 05:00:00 -0400

In this deeply personal and empowering episode of Women Behind the Millions™, host Jessica Weaver brings together two remarkable women who are helping redefine what legacy really means—from how we care for ourselves in moments of crisis to how we plan for the future with strength and love.

In the first half, Jessica sits down with Kelly Etter, a certified Pilates and transformational trainer, holistic well-being advocate, and featured author. After losing both her home and Pilates studio in the California wildfires, Kelly shares her extraordinary journey of rebuilding her life from the ground up. She and Jessica dive into the critical role of nervous system regulation, the impact of daily self-care practices, and how resilience is built in the quiet, consistent choices we make—especially during life’s hardest moments. Expect soulful insights and tangible practices you can start using right away to support your own emotional and physical well-being.

Then, in the second half, Jessica is joined by Alecia Barnette, a leading voice in asset-based long-term care planning. Together, they explore one of the most overlooked aspects of wealth and legacy—how we care for ourselves and our families as we age. Alecia breaks down the myths and realities around long-term care, offering smart, forward-thinking strategies to turn unused or “lazy” money into powerful tools for preserving dignity, supporting your loved ones, and ensuring you won’t become a financial or emotional burden on your children.

From healing in the present to securing your future, this episode is a powerful reminder that true wealth isn’t just measured in dollars—but in the peace, preparation, and purpose we pass on. Tune in for inspiration, practical wisdom, and the clarity you need to build a legacy that lasts.

Contact Our Guests:

Kelly Etter

www.kellyetter.com

https://www.facebook.com/kelly.etterbeilfuss/

https://www.instagram.com/kellyetterpilates/

https://www.linkedin.com/in/kelly-etter-62423633/

Alecia Barnette

https://www.linkedin.com/in/alecia-barnette

https://www.facebook.com/aleciaFIG

teambarnette.figmarketing.com

Illuminating Legacy Through Healing, Health & Purpose

Thu, 29 May 2025 05:00:00 -0400

In this powerful episode of Women Behind the Millions™, host Jessica Weaver welcomes not one but two incredible women who are redefining what it means to build and live your legacy.

First, we meet Agita Bergmane-Concepcion, founder of Bliss Within LLC and a certified transformation and self-development coach. Agita shares her raw and inspiring journey of hitting rock bottom—twice—and how those pivotal moments became the foundation for deep healing and growth. She and Jessica dive into the emotional and energetic blocks that often hold women back, and how vulnerability and authenticity can become the very tools that launch us into purpose and prosperity.

Then, in the second half, Jessica is joined by Dr. Annmarie Waite, a transformational health coach, professor, best-selling author, and certified "Happy for No Reason" trainer. Dr. Annmarie expands the concept of legacy beyond wealth, guiding us into the realm of health legacy—daily choices, values, and habits that ripple through generations. From navigating grief to finding joy in movement and mindset shifts, her story reminds us that taking care of ourselves is one of the most profound gifts we can pass on.

Together, these conversations weave a rich tapestry of transformation—from emotional healing to physical vitality. Expect a soul-stirring mix of storytelling, practical tools, and perspective-shifting wisdom that will leave you inspired to create a legacy that’s not just remembered, but felt—in your body, your spirit, and your community.

Contact Our Guests:

Agita Bergmane-Concepcion

www.blisswithinhealing.com

IG : https://www.instagram.com/bliss_within_coaching/

LinkedIn : https://www.linkedin.com/in/agita-bergmane-founder-and-ceo-at-bliss-within-52439b12/

Dr. Annmarie Waite

www.girlfriendshealth.com

girlfriends_health

Illuminating Your Legacy: Veronica Rodgers on Wealth, Values, and Generational Impact

Thu, 22 May 2025 05:00:00 -0400

Welcome to another inspiring episode of "Women Behind the Millions"! In this special season premiere, your host Jessica Weaver kicks off Season 6 – themed "Illuminate Your Legacy." This episode centers on a powerful conversation with Veronica Rodgers, a two-time bestselling author, certified transformational trainer, and financial advisor with over twenty years of experience.

Jessica and Veronica dive deep into the meaning of legacy, not just in terms of wealth and assets, but also our values, health, and the daily impact we have on our loved ones and the world around us. Veronica shares her personal journey that transformed her approach to legacy—from handling family loss and missed opportunities to realizing the importance of intentional planning and open communication. Together, they highlight how crucial it is for women to take charge of their legacy, whether that means having difficult conversations with family, protecting wealth across generations, or ensuring your life's work and values continue to shine long after you're gone.

You’ll get practical advice on building your legacy with love, patience, and intention, and hear about the brand new book "Illuminate Your Legacy," led by Veronica and co-authored by dynamic trailblazers from different walks of life. Plus, discover why legacy isn’t just about money—it's about the memories, lessons, and values you leave behind.

Get ready for heartfelt stories, expert insights, and actionable tips to help you live your legacy every day. This season is dedicated to empowering women like you to embrace your power, protect your legacy, and celebrate the light you bring to those around you.

Contact Our Guest:

www.carnelianws.com

https://www.linkedin.com/in/veronicarodgers-cws/

https://instagram.com/carnelianws

How Women Advisors Thrive in an Independent Financial World with Leslie Lipscomb

Thu, 17 Apr 2025 07:00:00 -0400

In this compelling episode of Women Behind the Millions, host Jessica Weaver welcomes back the dynamic Leslie Lipscomb, a senior vice president at the Financial Independence Group. Together, they delve into the liberating theme "RIP Captive Life," which emphasizes the shift towards greater independence for women in the financial industry. Leslie, known for her mentorship and advocacy for women, shares her passion for guiding women as they break free from the confines of traditional, captive corporate roles and embrace their independent paths.

Throughout the conversation, Leslie talks about her own career journey, including her experiences in a male-dominated industry, and how she balances a thriving career with family life thanks to a supportive partnership with her husband. They discuss the challenges many women face, such as ageism, lack of confidence, and the daunting statistics of failure within the first years of financial advising. Leslie and Jessica offer encouragement and strategies for navigating these hurdles, focusing on the power of education, relationship-building, and having a robust support system like that at FIG.

Moreover, this episode sheds light on the importance of being in the right environment that encourages growth and independence. Jessica and Leslie explore the intricacies of the transition from a captive firm to an independent practice, outlining practical steps and highlighting the freedom and personal growth that comes with betting on oneself. They also touch on the evolving role of technology in the industry and its impact on efficiency and client transparency.

Listeners will gain valuable insights on how to embrace independence, overcome industry biases, and utilize their unique backgrounds to thrive in financial advising.

Daydreams to Reality: How Courage Fuels Independent Financial Success with Susan Danzig

Thu, 10 Apr 2025 06:00:00 -0400

In this episode, we’re thrilled to introduce Susan Danzig. With over two decades of dedication to empowering financial advisors, Susan has honed her craft in helping professionals define their brand, attract ideal clients, and propel themselves to greater financial success.

We dive into Susan’s experience as a co-author of, "Beyond the Broker." She opens up about the courage and determination it takes for women to break free from traditional roles, tapping into their full potential and achieving independence in their career paths. Susan emphasizes the role of having a clear brand vision and the importance of innovative marketing strategies in standing out in a crowded industry.

Susan also shares her journey from working within a company that faced significant challenges during the market downturn to launching her successful business coaching practice for financial advisors. Her insights into the power of mindset, supported by her Master Certified NLP Practitioner background, reveal how belief systems can significantly impact professional growth and client relationships.

Whether you’re an advisor considering the leap to independence or seeking to refine your business strategies, Susan's invaluable advice will guide you on your path to success. Join us for a conversation filled with motivation, practical tips, and stories of transformation that will inspire your next steps.

Discovering Passion Beyond the Paycheck: Kari Ellis on Female Leadership in the Financial World

Thu, 03 Apr 2025 06:00:00 -0400

In this episode we are joined by Kari Ellis. She is an experienced recruiter, career consultant, and industry transition expert who’s on a mission to guide seasoned financial professionals to find their true path. In this episode, Kari opens up about her deeply personal journey into the financial industry, spurred by the tragic loss of loved ones and a desire to help others avoid financial hardship during life's unexpected turns.

We’ll explore how Kari transformed her personal pain into her professional purpose, discovering boundless opportunities beyond just selling life insurance. She details the significant role that mentors have played in her success, shedding light on the importance of guidance, whether it came from seasoned men in the industry or the vibrant network of women she later built around herself.

Kari also shares valuable insights about the leap of faith she took when transitioning from corporate life to entrepreneurship, fueled by her husband’s unwavering support. She’ll take us through her meticulous process of helping financial advisors make career transitions, emphasizing the importance of aligning with one’s core values, understanding the diverse financial channels, and making decisions that benefit both advisors and their clients.

Finally, we dive into the empowerment and collaboration among women in finance, fostering a community where each woman has the opportunity to follow her passion and find her true place. Join us as we explore the emotional, spiritual, and practical sides of wealth with Kari Ellis, a true woman behind the millions.

Discovering Intentional Hiring: Building a Successful Financial Firm with Jordan Christa

Thu, 27 Mar 2025 08:00:00 -0400

In this insightful episode of "Women Behind the Millions," host Jessica Weaver welcomes back strategic recruitment expert Jordan Christa to uncover the nuanced intricacies of hiring within the wealth management industry. A veteran in industry-specific recruitment, Jordan dives deep into the dynamics of building successful teams by focusing on intentional hiring practices. Together, they unravel the common hurdles women CEOs and executives face, such as the tendency to make hurried hiring decisions due to desperation and the challenge of balancing immediate needs with long-term growth strategies.

Jessica and Jordan engage in a thought-provoking discussion on the importance of establishing a strong employee value proposition and how it plays a crucial role in attracting top talent. They also explore prevalent trends in recruitment, including evolving roles and the significance of cultural fit within firms. Notably, they address the emotional aspects of decision-making in career transitions, particularly for women who often find themselves at a crossroads between loyalty and the pursuit of professional growth.

This episode is a treasure trove of knowledge for women entrepreneurs aiming to refine their hiring processes and for those aspiring to cultivate a robust and supportive work environment. By understanding the deeper layers of recruitment, listeners will gain valuable insights on how effective team-building can lead to sustainable business success, while also empowering their own financial journeys and those of their clients. Don’t miss this opportunity to hear from one of the industry's leading voices on how to strategically align your hiring practices with your firm’s mission and values for a transformative impact.

Behind the Scenes: Compliance Challenges in Financial Services with Kristen Guerrero

Thu, 20 Mar 2025 08:00:00 -0400

In this episode, we're diving into the essential world of regulatory compliance in the financial services industry with our esteemed guest, Kristen Guerrero. Boasting over 20 years of experience, Kristen is the founder of RIA Compliance Key, a boutique firm specializing in guiding SEC registered firms through the complexities of compliance.

In this episode, Kristen shares her remarkable journey, from starting as a college intern to becoming a leader in compliance. We explore her pivotal decision to launch her own firm, the critical role compliance plays in the financial sector, and the courage and insight required to transition from a traditional career path to independence. Kristen offers practical advice for those contemplating starting their own Registered Investment Adviser (RIA) or making a strategic move to a new firm, emphasizing the importance of thorough research, understanding your motivations, and leveraging valuable resources.

Join us for a conversation filled with inspiration, practical tips, and invaluable insights, tailored for anyone navigating the financial industry's complex landscape. Whether you're a seasoned professional or someone eyeing a significant career shift, this episode is packed with wisdom to guide your journey. Tune in and discover how compliance can be a strategic ally in building a successful financial practice.

Secrets to Scaling Success: Sandy Petty Shares Financial Infrastructure Tips for Entrepreneurs

Thu, 13 Mar 2025 08:00:00 -0400

In this episode, we delve into the crucial topic of finances and taxes for emerging business owners. Navigating the transition from a corporate environment to crafting an independent business can be a significant challenge, particularly when establishing your company's financial framework, including payroll, taxes, and benefits.

In this episode, part of our Beyond the Broker series, we are honored to have Sandy Petty, a leader in client accounting services, joining us. Sandy brings a wealth of knowledge and expertise, discussing the importance of building a robust financial infrastructure necessary for the successful growth of your firm. We will explore critical components such as securing startup capital, developing a comprehensive business plan, and ensuring adequate insurance coverage.

Sandy shares her professional journey—from her beginnings in Aruba and her involvement in basketball to her distinguished career in the finance sector. Her experiences and insights are invaluable for those looking to establish a strong foundation as they transition into financial independence. Prepare for an engaging and informative discussion, providing you with the tools and understanding needed to confidently manage and grow your business.

Empowering Women in Finance with Jennifer DeBuhr

Thu, 06 Mar 2025 06:00:00 -0500

In this episode of Women Behind the Millions, Jess talks with Jen DeBuhr, Vice President of Sales at Leading Response. With over two decades of experience, Jen has personally facilitated more than 60,000 seminars, making her a leader in marketing and outreach strategies for financial firms, especially those focused on women. Throughout the discussion, Jen shares insights into empowering women in financial settings, her strategic approach to marketing, and the importance of creating inclusive financial education environments. Jen journey at Leading Response highlights the significance of having female mentors and role models in male-dominated industries. Filled with inspiring stories and valuable business tips, this episode offers a look into the intricate work happening behind the scenes to connect and educate women in the financial world. Tune in to uncover the strategies, challenges, and successes of women navigating and revolutionizing the finance industry.

Contact our Guest:

www.leadingresponse.com

Empowering Women in Finance: Darci Smith's Journey to Building a Thriving Company Culture

Thu, 27 Feb 2025 08:00:00 -0500

In this episode of "Women Behind the Millions," host Jessica Weaver sits down with Darci Smith, founder of Roklyn Consulting, to explore the pivotal role of company culture in financial firms and beyond. Darci shares her journey from a successful corporate recruiter to launching her own consulting firm, revealing how betting on oneself can lead to rewarding independence and fulfillment. Jessica and Darci delve into the significance of power redefined, the challenges women face in male-dominated industries, and the importance of creating a supportive community. They discuss strategies for establishing and evolving company culture, onboarding practices that resonate with employees, and the ongoing quest for alignment between personal and professional values. Whether you're in finance, seeking career independence, or an entrepreneur at heart, this episode offers valuable insights into empowering women to strive for more while nurturing environments where they can thrive. Tune in for an engaging discussion that's all about finding fun, keeping the momentum, and staying true to oneself in the world of wealth management.

Achieving Work-Life Balance Through Smart Hiring with Lori Miller

Thu, 20 Feb 2025 06:00:00 -0500

In this episode, we delve into the world of recruitment and empowerment for female CEOs with our special guest, Lori Miller. With over 20 years of experience in leadership and recruitment, Lori is here to share her expertise on the vital role hiring plays in the growth of financial firms and how it impacts their success. We'll explore the challenges female CEOs face when it comes to making crucial hiring decisions, the importance of delegation, and why employees are the greatest asset to any company.

Learn insightful strategies for hiring right, fostering a supportive team culture, and staying adaptable in a competitive job market. Join us as we provide you with practical tips and powerful stories to inspire your journey to financial independence. Tune in for an enlightening conversation that could redefine your approach to building a thriving business.

Contact Our Guest:

https://www.linkedin.com/company/16255691/admin/dashboard/

https://www.linkedin.com/in/lori-miller-952b399b/

https://www.figmarketing.com/#!/TalentSolutions

Beyond the Numbers: Emotional Wealth and Women’s Financial Empowerment with Patty Quinn McAuley

Thu, 13 Feb 2025 06:00:00 -0500

In this episode, we sit down with Patty Quinn McAuley, the Senior VP and Head of Marketing at Clark Capital Management Group. Join us as we explore Patty's insights into the critical role of the prefrontal cortex in decision-making, especially under stress, and the importance of a support network. We'll discuss the evolutionary nature of stress responses and how modern techniques like breath work can aid in overcoming their negative effects.

Patty delves into behavioral finance, explaining how mindset shifts can lead to breaking patterns of debt and missed financial goals. As we navigate this conversation, we emphasize the significance of personalized financial support, especially for women, in light of the upcoming $30 trillion wealth transfer expected to be controlled by baby boomer women by 2030. Discover how Patty, with her rich experience in marketing and finance, is not only elevating Clark Capital's offerings but also championing the empowerment of women in the industry. Stay tuned for an engaging dialogue filled with actionable insights and inspiration.

Contact Our Guest:

https://ccmg.com/

https://www.linkedin.com/in/patty-quinn-mcauley-cfp%C2%AE-7674549/

From Corporate Constraints to Independence: Key Insights from Tricia Brady

Thu, 06 Feb 2025 08:00:00 -0500

In this episode, we're thrilled to welcome Tricia Brady, a powerhouse in financial services with over 30 years of experience. Host Jessica Weaver delves into how the expectations for women balancing work and home life are evolving, with Tricia sharing her insights from managing operations at a broker dealer branch while raising a young family.

Join us as we discuss building client rapport through extensive industry experience, confronting ageism in the financial sector, and the courage it takes to make your presence known in male-dominated environments. Tricia opens up about her career journey, the importance of understanding the 'why' behind business processes, and how empathy helps in fostering strong client relationships. We also explore the challenges and rewards of transitioning to independence, from crafting a unique career niche to the balancing act between professional duties and personal commitments.

Whether you're facing the roller coaster of entrepreneurship or seeking inspiration from women who've successfully integrated work and family, this episode offers valuable insights into empowerment, autonomy, and the power of showing up authentically. So, tune in as we celebrate women creating independent spaces and niches, and take stock of the community-driven world we strive to build every day.

Beyond the Broker: Navigating Financial Advisory Independence with Cameo Roberson

Thu, 30 Jan 2025 08:00:00 -0500

In this episode, we are delighted to host the inspiring Cameo Roberson, founder of Atlas Park Consulting, a consultancy dedicated to guiding professionals in the financial industry toward achieving their independence. Cameo's journey from the corporate world to leading her own successful consultancy provides a compelling narrative of resilience, courage, and vision.

Throughout our conversation, Cameo delves into the challenges she faced and the pivotal moments that led her to break free from the constraints of traditional roles to follow her passion for empowering other women. She provides invaluable insights into the opportunities available in the financial industry, especially concerning succession planning, and highlights the unique strengths that female advisors bring to the table.

We also explore the practical steps involved in going independent, discussing the crucial decision points and various pathways available to ambitious women ready to take the leap. With her wealth of knowledge and experience, Cameo demystifies the process and offers advice on how to navigate toxic work environments, build supportive networks, and maintain a strong vision for long-term success.

Whether you are at the stage of contemplating your independence or actively pursuing it, this episode is packed with motivational tips and strategies to fuel your journey. With a focus on building community, Cameo emphasizes the importance of networking, sharing best practices, and lifting each other as we strive for collective growth.

Racing Against the Odds: Amber Balcaen's Pursuit of NASCAR Glory and Personal Growth

Thu, 09 Jan 2025 06:00:00 -0500

In our season 4 finale, we're thrilled to feature Amber Balcaen, a trailblazer in the world of NASCAR. Amber's journey from Winnipeg to North Carolina is nothing short of inspiring, characterized by her unwavering determination despite facing financial hurdles, visa restrictions, and the challenge of securing sponsorships. With her roots deeply embedded in a family of racers, Amber's passion for the sport led her to become a successful driver and businesswoman. We'll hear about her pivotal moments, including overcoming a near-career-ending crash, securing sponsorships, and her efforts to promote inclusivity and support for aspiring female racers. Amber shares insights into balancing the masculine and feminine energies in leadership, the importance of mental health in high-pressure environments, and her ambitious future goals. Join us as we explore Amber's incredible story, where resilience meets innovation on and off the racetrack.

Contact Our Guest:

amberbalcaenracing.com

Balancing Wealth and Spirituality: Insights from Amira Alvarez on Growing a Multimillion-Dollar Business

Thu, 02 Jan 2025 06:00:00 -0500

In this episode, join host Jessica Weaver as she delves into a captivating conversation with Amira Alvarez, the unstoppable force behind The Unstoppable Woman. They'll explore Amira's journey from modest beginnings to creating a multimillion-dollar empire, overcoming initial investment failures, and the spiritual and practical strategies that fueled her exponential growth. Discover how women can balance financial ambition with personal fulfillment, and the importance of trust, spiritual alignment, and resilience in building lasting wealth. With insights into divine masculine and feminine energies, this episode offers empowering advice on crafting a holistic approach to success, just in time to welcome prosperity and power into the new year, 2025. Tune in for a discussion on universal laws of money, spiritual connections, and the art of transforming ambition into an exquisite life.

Contact Our Guest:

LinkedIn: https://www.linkedin.com/company/the-unstoppable-woman/

Facebook: https://www.facebook.com/theustoppablewoman

Instagram: https://instagram.com/alvarezamira

YouTube: https://www.youtube.com/channel/UC2kG4g27m05u-avkSja3iwA

Transforming Trauma to Triumph: Jaclyn Hoffman on Grief, Resilience, and Empowerment

Thu, 26 Dec 2024 06:00:00 -0500

In this episode, we're diving deep into a conversation that intertwines personal growth, financial empowerment, and healing. Our special guest, Jaclyn Hoffman, a licensed mental health counselor and grief coach, joins us to share her remarkable journey through grief and transformation. Jaclyn opens up about her experiences, from overcoming personal challenges to building a resilient future for herself and her children after the sudden passing of her husband.

We discuss the importance of understanding one's relationship with money and how it is shaped by upbringing. We explore the profound impact of legacy, the power of community, and the healing journey through vulnerability and trust. Jaclyn's story emphasizes finding purpose amidst pain, and she shares how she redefined her life goals and made empowering decisions during the COVID-19 pandemic.

We also introduce the recently launched anthology "Rise and Find," featuring advice from inspiring women, aiming to help others dream bigger and achieve their aspirations. As we conclude this season, which has been focused on rising and finding new beginnings, stay tuned for a sneak peek into our upcoming season, where we'll spotlight women in finance. Let's get started and uncover the inspiring insights from the incredible Jaclyn Hoffman!

Contact our Guest:

www.jaclynhoffman.com

FB: Shore Awakenings, Soulful Journeys

IG: @shoreawakenings, @soulfuljourney55

Building Confidence: Clara Wang on Community, Support, and Visual Marketing

Thu, 19 Dec 2024 06:00:00 -0500

Today we have a remarkable guest who embodies the spirit and resilience of 'mompreneurs' everywhere — Clara Wang. Clara is a renowned brand photographer who specializes in creating captivating visual content for women-owned businesses, helping entrepreneurs connect with their audiences through authentic storytelling.

In today's episode, Clara shares her transformative journey from hospitality to photography, highlighting the importance of being true to oneself in a world that often imposes rigid business models. We delve into the pressures and mental load working mothers face, discussing how societal expectations can create a challenging balancing act between career ambitions and family life.

Clara offers insightful advice on how women can reinvent themselves without having to start from scratch, by harnessing their current skills and experiences. Her story is a testament to the power of community, collaboration, and finding one's "Ikigai" — that sweet spot where passion meets purpose.

We'll also talk about her innovative creation of a contactless brand photography business just before the COVID-19 pandemic, a venture that fortuitously positioned her for success during a challenging time. Clara stresses the significance of embracing one's multifaceted identity and the strength that comes from shared experiences, both in business and motherhood.

Listen in as Clara unveils her involvement in "Rise and Find," an anthology dedicated to personal growth and financial wellness, designed to support women journeying toward their dreams. This episode is packed with inspiration, practical advice, and encouragement for women to trust their journey and remember that they are not alone.

Contact our Guest:
https://www.clarawangphotography.com

https://www.instagram.com/clarawangphotography/

Crafting Iconic Brands: Empowerment and Visibility with Bethany McCamish

Thu, 12 Dec 2024 06:00:00 -0500

In this episode, we are thrilled to present to you Bethany McCamish, a formidable force in the realm of brand strategy and an ardent advocate for women's empowerment through business. Known for her vibrant agency, Bethany Works®, and her insightful podcast, Unbreakable Brands, Bethany's mission is clear: to elevate women-led businesses by building powerful brand foundations that resonate, inspire, and drive success.

Bethany's journey is as captivating as her expertise. From her roots in a restrictive upbringing, challenged by societal norms dictating her path, to pursuing her passions in design and art, Bethany has embraced her own narrative to forge an inspiring path of personal and professional freedom. She brings to light the importance of iconic brand-building — not just about products but about creating lasting impressions and relationships that speak to audiences’ desires and needs.

Throughout this episode, we explore critical themes such as overcoming fears of visibility, the strategic use of personal storytelling in brand development, and the transformative power of shifting beyond short-term profits to cultivating a lasting legacy. Bethany’s anecdotes, from childhood experiences to professional triumphs, highlight how embracing one's vulnerabilities and authenticity can propel a brand to new heights.

Whether you’re a seasoned entrepreneur or just starting out, tune in for Bethany’s powerful strategies and heartfelt stories, as we discover how authenticity, resilience, and vision can lead to not just financial success, but a profound societal impact. Follow along on our journey to uncover the secrets behind building a brand that truly echoes your essence and empowers the next generation of women leaders. Don’t miss this enriching conversation designed to fuel your ambition and guide your path to becoming a formidable woman behind the millions.

Contact our Guest:

https://bethanyworks.com/

https://unbreakablebrands.com/

https://www.instagram.com/bethanyworksdesign/

From Scarcity to Abundance: Shifting Energy and Embracing Growth with Celina Mattocks

Thu, 05 Dec 2024 06:00:00 -0500

Welcome to another enlightening episode of "Women Behind the Millions," where we delve into the fascinating world of wealth-building and personal empowerment. In today's episode, host Jessica Weaver sits down with Celina Mattocks, a corporate executive, author, and advocate for intentional living. Together, they explore the concept of money as energy, revealing how our emotions and energy levels can significantly impact our financial situations, either attracting abundance or fostering scarcity.

Jessica and Celina also discuss the power of boundaries, the significance of intentional action, and the transformative Bliss Method for personal productivity. Additionally, they address the unique challenges women face in balancing careers and household responsibilities, offering insights into creating a harmonious life. From financial check-ins to the importance of personal time, this episode is packed with valuable takeaways for women looking to thrive both personally and professionally. Join us as we uncover the stories and strategies of the women supporting their financial success and find inspiration in their journeys.

Contact Our Guest
Check out my website: https://www.leadlivelearn.com

Read 54 Flights - my short book on Kindle, Audible, Paperback

Find me on LinkedIn: celinamattocks

Check out my Instagram: leadlivelearn

Follow me on X: @celinaryan1

Subscribe to my YouTube Studio: @leadlivelearn

Securing Your Future: Lindsay Wheeler Discusses Estate Planning and Wealth Preservation

Thu, 21 Nov 2024 07:00:00 -0500

Today, we dive into the powerful world of estate planning with special guest Lindsay Wheeler, a professional in ensuring your wealth remains protected and accessible for generations to come.

In this episode we explore the profound theme of "Legacy," discussing personal impacts, legal frameworks, and how your assets can create lasting change. Lindsay shares invaluable estate planning tips—from avoiding probate to setting up powers of attorney—that can save you and your loved ones from costly and lengthy legal processes. We'll also hear inspiring stories about Lindsay’s journey, including her pivotal moments and the remarkable influence of key figures like her neighbor Amber.

Join us as we uncover how to safeguard your wealth, make informed legal decisions, and empower the next generation, especially women, to take control of their financial futures. Plus, don't miss out on insights into Lindsay's upcoming book chapter in "Rise and Find" and where you can connect with her online for more advice. It's an episode packed with wisdom and empowerment that you won't want to miss!

Contact Our Guest

Website:

https://www.yourestateplan.online/

TikTok:

https://www.tiktok.com/@sipsandtipswithlindsay?_t=8nOSoPaaq3L&_r=1

Insta:

https://www.instagram.com/sipsandtipswithlindsay/

YouTube:

https://www.youtube.com/@sipsandtipswithlindsay

Podcast:

https://open.spotify.com/show/4gvKtQeuqTmGPjUlTXCDGs?si=06e4a09b3ea84ba7

Wealth, Wellness, and Wanderlust: Inside Belkys Pastor's Travel Empire

Thu, 14 Nov 2024 17:00:00 -0500

Today, we dive into the exhilarating and enriching world of travel with our special guest, Belkys Pastor—an inspiring woman who turned her lifelong passion for travel into a dynamic career. Belkys, born in Cuba and moved to the USA at seven, transitioned from a successful CPA to founding her own travel agency, Distinct Vacations, in 2013.

We’ll explore various facets of travel, not just as an escape but as a vital part of living fully. From budgeting for dream vacations to the psychological benefits of exploring new places, we’ll cover it all. Belkys will share expert tips on planning stress-free, custom-designed trips, and discuss the rising trend of people enjoying their wealth earlier in life through travel. Whether it’s a romantic getaway, a family adventure, or a multi-generational trip, this episode has invaluable insights for making the most of your travels.

So, get ready to be inspired, and let’s dive into the world of travel as we unravel stories and strategies from a woman behind the millions.

Highlights:

-Belkys highlights the importance of planning and budgeting for travel to avoid post-trip financial stress and ensure a fulfilling experience.

-During this episode she discusses how she transitioned from a corporate CPA to founding Distinct Vacations, combining her love for travel with her organizational skills to tailor meaningful travel experiences.

-Jess and Belkys discuss the impacts of COVID and how it impacted Belkys' travel business, yet it strengthened her relationships with clients by helping them secure refunds and credits.

Contact our guest:

Wesbite: https://www.distinctvacations.com/

Intagram: https://www.instagram.com/distinctvacations/

Facebook: https://www.facebook.com/distinctvacations

LinkedIn: www.linkedin.com/in/belkys-pastor

Nutrition Response Testing: Unveiling Health Secrets with Brianna Frost-Smith

Thu, 07 Nov 2024 17:00:00 -0500

Today, we're thrilled to bring you an enlightening discussion on regaining your body's wisdom with our special guest, Brianna Frost-Smith. Brianna, a Nutrition Response Testing Practitioner, shares her journey from personal health struggles to helping others achieve better well-being through holistic methods.

In this episode, we explore the essential elements of health, including detoxification, supplement usage, and the impacts of stress on gut health. We'll dive into common health issues like fatigue, bloating, and infertility, and discuss how Brianna's unique approach could provide long-lasting solutions. Additionally, we'll uncover the importance of addressing nutrient deficiencies and the role of sustainable, local food sources in maintaining health.

Join us as Brianna reveals her insights on minimizing toxic exposure, optimizing nervous system function, and the power of mindful practices like meditation and yoga. For those navigating motherhood or dealing with chronic health issues, Brianna's expertise offers hope and practical guidance.

Stay tuned to hear about Brianna's inspiring story, including her daughter's battle with Lyme disease and the profound impact of Nutrition Response Testing. Plus, learn some actionable tips for improving your own health and unlocking the true potential of your body's wisdom. And remember, health is a crucial component of wealth—it's time to listen to what your body really needs.

Highlights:

-During this episode Jess and Brianna discuss the importance of finding the right type of supplements and diet for your body

-They also discuss the impacts different stressors can have on your body

-Brianna discusses her own experiences with her daughter having Lyme disease and how that heightened her ability to notice signs and symptoms that something may be going on.

Contact Our Guest:

Instagram: https://www.instagram.com/natural_connections_LBI/

Website: https://naturalconnectionslbi.square.site/

From Overwhelmed to Organized: Delegation Tips with Jamie Van Cuyk

Thu, 24 Oct 2024 17:00:00 -0400

Today we have an insightful discussion lined up for you with Jamie Van Cuyk, the expert behind Growing Your Team®. As always, our focus is on supporting women who are making strides in the world of wealth, tackling both the emotional and practical aspects of their journeys.

In this episode, we delve into the theme of delegation—a vital skill for managing both personal and professional responsibilities. Jamie, with her rich background in operations leadership and her transition from corporate life to entrepreneurship, shares invaluable insights on how to effectively delegate tasks. Whether you’re overwhelmed with daily chores or looking to scale your business, Jamie’s practical advice will help you identify which tasks to delegate and how to create impactful job descriptions that attract the right candidates.

We also explore misconceptions around delegation, the importance of trust in the hiring process, and the significant return on investment that comes from offloading tasks. Jamie’s personal stories, including her strategies for maintaining work-life balance and financial discipline, add a relatable touch to the conversation.

So, if you’ve ever felt the weight of "doing it all" or struggled to let go of micromanagement, this episode is for you. Sit back, relax, and get ready to unlock new levels of efficiency and empowerment with Jamie Van Cuyk on Women Behind the Millions.

Highlights:

-Jamie highlights the critical role of trust in effective delegation, both in professional and personal life contexts.

-Jamie also advises listeners to start delegating by identifying tasks that are frequently postponed, easier with additional help, or necessary but disliked.

-During this episode Jess and Jamie discuss how women are still very reluctant to delegate tasks. Even when they do let go, they often do not release full control, retaining the mental load associated with the task.

Contact Our Guest:

Website - https://growingyourteam.com

Podcast - https://growingyourteam.com/podcast

IG - https://www.instagram.com/growingyourteam/

LinkedIn - https://www.linkedin.com/in/jamievancuyk/

Overcoming the Double Burden: Michele Kelber’s Approach to Work-Life Balance

Thu, 17 Oct 2024 17:00:00 -0400

Joining us in this episode is Michele Kelber, founder of Gantry Kids and author of the empowering book, "How Not to Ruin Your Kids: A Practical Guide to Raising Happy, Independent, Equipped Children."

Together, we'll explore the persistent issues of unequal pay and workload, the reduced number of women in high-level executive positions, and the profound impact of the pandemic on working mothers. Michele will share personal anecdotes, including her groundbreaking mother's experience in justifying resume gaps with homemaking.

We'll also discuss something many parents can relate to: the challenges that the pandemic has posed on children's development, especially concerning speech and social anxiety. Michele offers practical advice on presenting parenting duties on resumes, equitable distribution of home responsibilities, and leveraging support systems to empower future generations.

Get ready to be inspired by Michele’s commitment to fostering growth for women and children, her insightful take on balancing career and family, and her advocacy for practical parenting education resources. Remember to check out Michele’s informative chapter in "Rise & Find" and her comprehensive parenting guide.

Stay tuned as we uncover the remarkable ways women behind the millions are making a difference in both professional and personal spheres. Let’s rise and find balance together.

Highlights:

-Michele emphasizes the need for equitable distribution of parenting duties and the importance of support systems both at home and work.

-The episode discusses the long-term impact of the pandemic on parenting, noting how it has affected children's development and increased social anxiety.

-Michele shares her commitment to fostering growth and equity for women and children, particularly through her work with Gantry Kids.

Contact Our Guest:

Website: https://www.gantrykids.com/

https://www.gantrykids.com/how-not-to-ruin-your-kids

FB: @gantrykids, @michele.kelbs

Instagram: @gantrykids @michelekelber

TikTok: @michelekelber

Illuminating Authenticity: A Conversation on HeartHealing™ with Ilissa Goman

Thu, 10 Oct 2024 17:00:00 -0400

In today's episode, on World Mental Health Day, we celebrate the journeys of women who have achieved incredible success while maintaining authenticity and emotional wellness. Today we have the inspiring Ilissa Goman joining us.

Ilissa's story is a fascinating journey of self-discovery and transformation. From her beginnings at a gas station to working in the tech industry, she realized her true calling lay in deeper, more transformative work and sharing her powerful story through writing. Her exploration of human design, astrology, and intuitive wisdom led her to obtain certifications in HeartHealing™ to help others break down the barriers to receiving and working through their emotional addictions. With certifications in multiple levels of HeartHealing™, she engages in profound emotional and ancestral healing practices.

In this episode, Ilissa shares her experience writing her books, notably "Now Leaving Numb" and her upcoming new release. These literary endeavors not only boosted her confidence but also underscored the importance of perfect timing and momentum in personal growth.

Join us as she and host Jessica Weaver discuss the power of authenticity, overcoming emotional barriers, and the impact ofHeartHealing™ on career and financial success. Plus, they touch on the importance of self-talk, me-time, and the upcoming anthology book, "Rise and Find." Stay tuned for an insightful conversation that will ignite your own journey to empowerment and authenticity.

Highlights:

-Jess and Ilissa talk about the benefits of heart healing sessions for overcoming self-sabotage and improving physical well-being.

- She describes her journey of obtaining levels 1 and 2 certifications in heart healing and her ongoing pursuit of level 3

-Ilissa discusses how she transitioned from a tech-based career to becoming a Heart Healer, incorporating ancestral and past life heart healing techniques.

Contact Our Guest:

Website: https://www.ilissag.com/

Instagram: https://www.instagram.com/ilissaandco/

Breaking Barriers: Nora Gillis' Journey in Financial Leadership and Mentorship for Women

Thu, 03 Oct 2024 17:00:00 -0400

Today we have a compelling conversation with the remarkable Nora Gillis, a regional consultant to independent financial advisors and a steadfast mentor for women in the finance industry. In this episode, Nora opens up about the transformative realization of knowing and leveraging her strengths, emphasizing her role as a connector and engagement specialist. She highlights the significance of being generous with time and advice, particularly for women in leadership, and the uplifting trend of women supporting one another in male-dominated fields.

Jessica and Nora delve deep into the fluid nature of careers, examining the societal pressure to have everything figured out from the get-go. Nora reflects on her initial rigid career aspirations following her finance degree and underscores the value of flexibility and varied experiences. Together, they discuss the pervasive pressures and "shoulds" imposed on women, and Nora’s journey of overcoming these through baby steps and inner guidance.

Listen as they explore the adventure and personal growth that comes from embracing fear, illustrated by Nora’s skydiving experience, and the importance of celebrating accomplishments within a supportive community. They also touch on the therapeutic process of writing, with Nora sharing insights from her upcoming book, "Rise and Find," and its potential impact.

Don't miss this episode packed with invaluable lessons on mentorship, resilience, and the power of community as we celebrate the extraordinary narrative of Nora Gillis on "Women Behind the Millions"!

Episode Highlights:

-Nora emphasizes the importance of knowing and focusing on one's strengths in a job, realizing she is more of a "connector" and "engagement" person.

-Both Jessica and Nora discuss the fluidity of careers and the pressure women feel to have everything figured out, highlighting the necessity for flexibility.

-Nora talks about the positive trend of women supporting each other in the industry and the importance of collaboration to lift each other up in male-dominated fields.

Contact Our Guest:

Website: https://www.assetmark.com/

LinkedIn: https://www.linkedin.com/in/nora-gillis/

Instagram: https://www.instagram.com/assetmark/

Financial Empowerment and Personal Growth: Caroline Tanis on Achieving Wealth and Dreams

Thu, 26 Sep 2024 17:00:00 -0400

Welcome to season four of Women Behind the Millions! We will be featuring the incredible authors behind our upcoming book “Rise & Find.” In this episode, we're thrilled to feature Caroline Tanis, a Certified Divorce Financial Analyst (CDFA), financial advisor, strategist, co-author of "Financial Trendsetters," and lead author of "Rise & Find."

Caroline shares her wisdom on navigating financial planning, emphasizing that women shouldn't have to sacrifice their dreams for their responsibilities. We discuss the significant financial impact of career breaks for caregiving, a prevalent issue that often sees women having big financial losses over their lifetimes.

Caroline introduces us to her thought-provoking book, "Rise and Find," which aims to inspire women to rise to their true potential and find their authentic selves.

From challenges faced by the sandwich generation—balancing care for aging parents and future children—to the importance of delegating tasks, this episode is packed with actionable insights and personal anecdotes. We'll also hear about Caroline's exciting new initiatives, including "The Wealth Cafe," a YouTube show designed to empower women financially.

We'll explore the critical importance of financial conversations, eldercare planning, and the role of women as active participants in financial decision-making. Join us for an inspiring conversation that's sure to leave you motivated and ready to embrace your financial journey.

Episode Highlights:

-Caroline reveals that women often lose out on an estimated $940,000 over their careers due to taking breaks for caretaking responsibilities.

-The book "Rise and Find," co-authored by Caroline Tanis, aims to inspire women to rise to their potential while finding their true selves.

-Caroline discusses the anxiety and challenges of transitioning into the role of caretaker for aging parents.

Contact Our Guest:

IG: @tanisfingroup

LinkedIn: https://www.linkedin.com/in/caroline-tanis/

YouTube: www.youtube.com/@tanisfingroup

Financial Empowerment for Women: The Impact of Savvy Ladies and "Divorce Decoded"

Thu, 05 Sep 2024 17:00:00 -0400

In this episode, we delve into the world of financial empowerment and the impact of financial abuse on women. Our hosts, Jessica Weaver and Donna Cates, are joined by Judy Herbst, the executive director of Savvy Ladies, a nonprofit organization dedicated to providing financial education and support for women in need.

Through their conversation, they explore the various ways Savvy Ladies assists women in navigating financial challenges, particularly in the context of divorce. From matching clients with expert volunteers to offering practical resources and empowering webinars, Savvy Ladies aims to break down barriers and provide accessible support for women across the US.

The episode also sheds light on the critical issue of financial abuse, providing insights into the long-term effects and the importance of seeking help and documentation. With the upcoming release of the book "Divorce Decoded" and the organization's partnership with Worthy, which buys back engagement rings to help women financially during divorce, there's a strong emphasis on financial empowerment and investment for women.

Highlights:

-During this episode they discuss how Savvy Ladies connects women with pro bono financial experts through a tech platform, offering communication via email, calls, or Zoom.

-Judy shares touching stories of how Savvy Ladies supports women in organizing finances, navigating divorces, and building secure futures.

-They also discuss the organization's goal to reach 5,000 women through its helpline in the next 18 months to two years, providing critical financial guidance and support.

Contact Our Guest:

https://www.savvyladies.org/

https://www.savvyladies.org/financial-literacy-classes/

Unleashing Confidence: Exploring the Impact of Personal Style with Katie Kabel

Thu, 29 Aug 2024 17:00:00 -0400

In this episode, we dive into the world of personal styling and image consultation with the incredibly talented Katie Kabel. Katie shares valuable insights on rephrasing fashion choices, taking back control of one's wardrobe, and embracing personal style. We explore the impact of fashion on women during life changes like divorce, retirement, and body transformations. From hosting clothing swap parties to the power of well-tailored jeans, Katie's expertise shines through, offering listeners empowering advice on dressing with intention and confidence. Join us as we unravel the significance of clothing in women's lives and how it can shape personal journeys in remarkable ways.

Highlights:

-Katie emphasizes the transformative power of personal style post-divorce, urging women to reclaim their fashion choices.

-During this episode they cover the significance of hosting clothing swap parties to refresh wardrobes sustainably.

-Katie recommends donating old business suits to Dress for Success and other organizations that empower women.

Contact Our Guest:

Website: https://www.kabelstyles.com/

Instagram, Facebook & LinkedIn: @kabelstyles

Nurturing Confidence in Transition: Maryanne Teng Hogarth's Path to Self-Love and Empowerment

Thu, 22 Aug 2024 17:00:00 -0400

In this episode of "Women Behind the Millions," we delve into the world of empowerment, healing, and self-discovery with the incredible Maryanne Teng Hogarth. As a passionate yoga practitioner and visionary portrait photographer, Maryanne shares the profound impact of softness and surrender in navigating life's challenges. From her personal journey with cancer to guiding women through divorce and life transitions, Maryanne's wisdom and insights illuminate the transformative power of self-acceptance and self-investment. Join us as we explore the significance of embracing vulnerability, celebrating one's beauty, and building supportive communities, all while redefining success on our own terms.

Highlights:

-Maryanne discusses her transition from competitive gymnastics to yoga, emphasizing the balance between masculine and feminine energies.

-During this episode Maryanne shares a touching example of how her photography helped a woman navigate through grief and emotional transitions.

-They also get into how powerful her work is in boosting women's confidence and helping them recognize their beauty and power, particularly through her portrait photography.

Contact Our Guest:

Facebook: https://www.facebook.com/MaryanneTengHogarthPhotography

Instagram: https://www.instagram.com/maryannetenghogarth/

LinkedIn: https://www.linkedin.com/in/maryanne-teng-hogarth-06a638112

Website: https://www.maryannetenghogarth.com/

Finding Sanctuary: Women's Housing Journeys After Divorce with Dru Wimmershoff

Thu, 15 Aug 2024 17:00:00 -0400

In this season of Women Behind the Millions, we delve into divorce, exploring the emotional, financial, and practical challenges faced by women in this transition. This episode's theme, "hell in the hallway," symbolizes the limbo period after divorce, focusing on finding a new dwelling and turning it into a home as a newly divorced woman. Join hosts Jessica Weaver and Donna Cates as they dive into a conversation with Realtor Dru Wimmershoff about women seeking new homes post-divorce and the changing dynamics in modern marriages. With Dru sharing empowering stories and insights, we explore the journey of creating a sanctuary after divorce and the importance of financial awareness and emotional support. Get ready to be inspired and empowered as we delve into the resilience and strength of women navigating new beginnings.

Highlights:

-Dru shares stories of women finding new homes and creating sanctuaries after divorce.

-They discuss the challenges and transitions women face during divorce, including finding a new dwelling and making it a home as a newly divorced woman.

-Dru also discusses how she provides emotional support and practical advice on housing and living arrangements to individuals going through divorce.

Contact Our Guest:

Website: https://adriandruwimmershoff.turpinrealtors.com/

Facebook and Instagram: @agentdrunj

LinkedIn:
https://www.linkedin.com/in/druwimmershoff/

Women, Wealth, and Divorce Wisdom with Sarah Elia

Thu, 08 Aug 2024 17:00:00 -0400

In this episode, hosts Jessica Weaver and Donna Cates are joined by guest Sarah Elia to discuss the impact of divorce on women's financial planning, empowerment, and well-being. Through personal experiences, professional insights, and valuable advice, they shine a light on the challenges and triumphs of navigating divorce, emphasizing the importance of financial independence, empowerment, and education for women facing this transition. Join us as we explore the transformation, healing, and empowerment that can come from embracing financial knowledge and taking control of one's financial future post-divorce.

Episode Highlights:

-Sarah shares her personal experience with her parents' divorce, emphasizing the impact of financial issues on the divorce process.

-This episode focuses on the emotional and financial aspects of divorce, emphasizing the importance of maintaining financial independence and seeking professional financial help during divorce proceedings.

-They discuss the transformation and empowerment of women post-divorce, highlighting the need for better financial education and empowerment for women going through divorce.

Contact Our Guest:

Website: www.thewealthboutique.com

Navigating the Split: From Breakup to Breakthrough with Jennifer Perri

Thu, 01 Aug 2024 17:00:00 -0400

In this episode of Women Behind the Millions, we delved into the inspiring journey of Jennifer Perri, founder of Divorce Divas. From empowering women through divorce to revolutionizing wealth management, Jennifer shares her wisdom and tools for reclaiming your identity post-divorce. Join us as we explore her transformative story, her impactful work with women, and her mission to guide others towards financial success and emotional healing.

Highlights:

-Jennifer, founder of Divorce Divas, discusses empowering women through divorce and expanding the program to include men as Divorce Dudes.

-She also emphasizes the importance of understanding all options, assembling the right support team, and avoiding negative situations during divorce.

-The conversation delves into the evolving trends in divorce and marriage patterns, exploring the impact of these changes on individuals and society.

Contact Our Guest:

Website: https://jenniferperri.com/

FB Free Group (Empowered Women Entrepreneurs)-https://www.facebook.com/groups/empoweredwomensheroes

Instagram- https://www.instagram.com/jperricoaching/

LinkedIn- https://www.linkedin.com/in/jennperri/

Pinterest- https://www.pinterest.com/sherocoach

X (Twitter)- https://twitter.com/jperricoaching

YouTube- https://www.youtube.com/@jperricoaching

Virtual Coffee Appt- https://calendly.com/sherocoaching/coffee

Wealth and Divorce: Business Valuation Essentials with Darlene Shaffer

Thu, 25 Jul 2024 17:00:00 -0400

In this episode, we focus on the critical role of business valuations in divorce cases with our guest Darlene Shaffer, an expert in business valuations during divorces, particularly in cases where shareholders cannot get along. We discuss the challenges of obtaining financial information, the impact of high business valuations on tax differences, and the rise of women owning businesses. Join us as we explore the necessity for credible experts in business valuation, the types of valuations used, and the importance of collaborative divorce as an alternative solution. Stay tuned as we share valuable insights and practical advice to support women in achieving financial stability during and after divorce.

Highlights:

-Darlene emphasizes prenup protection for business value in divorce.

-They discuss Darlene's sometimes challenging journey as a single mother and CPA.

-They also highlight the importance of business valuations during divorce for joint assets.

Contact Our Guest:

Website: https://www.bkc-cpa.com/

LinkedIn: https://www.linkedin.com/in/darlene-shaffer-cpa-abv-cff-pfs-cva-35531347/

Navigating Divorce and Estate Planning: Insights from Camille Ledda

Thu, 18 Jul 2024 17:00:00 -0400

In this episode, we focus on estate planning and divorce with special guest Camille Ledda, director of operations at the Women's Wealth Boutique. Join hosts Jessica Weaver and Donna Cates as they discuss the importance of estate planning in controlling asset division, avoiding probate, and preparing for various family dynamics. From sentimental traditions to legal tips during divorce, Camille and the hosts provide invaluable advice on safeguarding assets and securing a financial legacy for future generations. Stay tuned for a deep dive into estate planning strategies, trends, and personal anecdotes that highlight the significance of financial empowerment for women.

Highlights:

-Camille advises updating estate plans to protect assets before, during, and after divorce, with a focus on family dynamic changes.

-The hosts and guests share personal experiences related to sentimental estate planning and the rise of "gray divorce" among older women.

-Women are empowered to make informed financial decisions and plan for their future, with a focus on protecting wealth for future generations.

Contact Our Guest:

https://www.thewealthboutique.com

Estate Planning Services are offered by Estate Gurus, an unaffiliated third party. The Wealth Boutique may engage third-party service providers to assist with the tax and estate planning portion of the services provided to clients. In addition, The Wealth Boutique may use third-party software to analyze a client’s information to help with the provision of estate planning services. Women's Wealth Boutique is not a law firm, nor are any employees acting in the capacity of an attorney or providing legal advice as Women’s Wealth Boutique is not a law firm and therefore not permitted to practice law. Fees for third-party estate planning services are in addition to the financial planning fees charged by The Wealth Boutique and are collected directly by that third party based on the client’s direct relationship with the third-party estate planning vendor.

Property Sales, Legal Insights, and Financial Stability with Karyn Porter

Thu, 11 Jul 2024 17:00:00 -0400

In today's episode, hosts Jessica Weaver and Donna Cates are joined by real estate expert Karyn Porter to explore the emotional impact of high-conflict divorce, the significance of finding the right attorney, and the legal intricacies of property sales during divorce. Karyn shares her valuable insights on the emotional attachment to homes, the need for fair treatment under the law, and the importance of building a community and seeking professional advice during divorce. Join us as we uncover the personal and practical aspects of divorce, offering support and resources for women in this crucial stage of their lives.

Highlights:

-Karyn emphasizes the importance of protecting clients in divorce property sales and ensuring they receive fair compensation to start anew.

-She also reflects on her passion for her work and the importance of treating clients as people with families attached to their transactions.

-They also discuss the legal implications of home ownership and sale, emphasizing the need for fair treatment under the law.

Contact Our Guest:

Website: https://www.kparealestategroup.com/

Unpacking Divorce Emotions: Insights with Dr. Deborah Wilder

Thu, 27 Jun 2024 17:00:00 -0400

In this insightful discussion with therapist Dr. Deborah Wilder, we dive deep into the emotional complexities of divorce, particularly focusing on navigating the challenging waters of emotionally abusive relationships. From trauma bonds to self-care strategies, Dr. Wilder provides valuable insights on empowering women through therapy and prioritizing their well-being during divorce.

Join hosts Jessica Weaver and Donna Cates as they explore the evolving trends in seeking help for emotional abuse, financial control, and the importance of financial literacy in empowering women. Stay tuned for a candid conversation on supporting women through divorce, self-care, and resilience.

Episode Highlights:

-During this episode they discuss the impact of emotional abuse and financial control within marriages, and the growing trend of women seeking help and resources to address these issues.

-Dr. Wilder shares insights on the challenges children face during divorce and highlights the importance of therapeutic resources for both parents and children.

-The episode touches on the empowering aspect of financial education for women, as well as the convenience of virtual therapy sessions making therapy more accessible.

Contact Our Guest:

Website: https://drdeborahwilder.com/

Facebook: www.facebook.com/drdeborahwilder

Instagram: https://www.instagram.com/drdeborahwilder?igsh=cWF2eDE3a280emdt

TikTok: @drdeborahwilder.com

Divorce Demystified: Expert Tips and Advice from Family Law Expert Ann Edens

Thu, 20 Jun 2024 17:00:00 -0400

In today's episode, we dive into the complex and often daunting realm of divorce, with a special focus on the experiences of women. Our co-hosts, Jessica Weaver and Donna Cates, are joined by the esteemed Ann Edens, a seasoned family law attorney with a passion for empowering women through legal expertise.

Ann shares her wealth of knowledge, debunking misconceptions about divorce and shedding light on the unprecedented changes within the court system due to the COVID-19 pandemic. Emphasizing the importance of information and understanding family law, Ann guides us through critical considerations for women facing the challenges of divorce. From navigating financial implications to prioritizing the well-being of children, the discussion delves into the intricacies of divorce proceedings, equipping our listeners with essential insights and resources.

Episode Highlights:

-Ann emphasizes the importance of getting honest information and understanding family law changes quickly in divorce cases.

-They also talk about mitigating animosity between parents and prioritizing the well-being of children during divorce.

-Ann discusses unique challenges faced by women in divorce, such as financial implications and lack of financial knowledge.

Contact Our Guest:

https://edens-law.com/

Rising Strong After Divorce: Lisa Lisser's Coaching Approach and Personal Journey

Thu, 13 Jun 2024 17:00:00 -0400

Welcome to another episode of "Women Behind the Millions." In this episode, hosts Jessica Weaver and Donna Cates are joined by the dynamic Lisa Lisser, a CDC certified divorce coach and retired lawyer, to delve into the emotional and strategic aspects of divorce. Lisa shares her personal journey through a challenging divorce, highlighting the struggles, growth, and transformation she experienced.

Throughout the episode, Lisa provides valuable insights into the role of a divorce coach, emphasizing the benefits of seeking guidance and support during the divorce process. From reframing one's mindset to creating a "badass list," the conversation explores empowering strategies for women navigating divorce. Join us as we uncover the spiritual and practical dimensions of wealth and well-being during life-altering transitions.

Episode Highlights:

Lisa discusses her journey from a struggling divorcee to a certified divorce coach and spiritual counselor showcases the power of reframing one's narrative and mindset during divorce
Jess and Lisa place an emphasis on vision, personal growth, and connecting with one's strengths post-divorce highlights the transformative potential of embracing one's journey and envisioning a brighter future.
They also discuss the role of a divorce coach in providing practical guidance, empowering clients, and creating space for informed decision-making during the divorce process is emphasized.

*Offer from Lisa: Free 30 minute consult - 10% off any package you book as a result of this podcast - just indicate you heard about me through this podcast.

Contact Our Guest:

Instagram: https://www.instagram.com/lisa.z.lisser?igsh=bjhxZDNsNDRpem0z

Linked In: https://www.linkedin.com/in/lisa-lisser-88aa29115/

Facebook: https://www.facebook.com/lzlisser?mibextid=LQQJ4d

The New Streaming Network, The Divorce Coaching Clarity Show, with Divorce Coach Lisa Lisser

Finding Light in Divorce: A Close Look at Mediation with Cary Jacobson

Thu, 06 Jun 2024 17:00:00 -0400

In this episode of Women Behind the Millions, we delve into the world of divorce, focusing on the experiences and expertise of professionals dedicated to helping women navigate this challenging transition. Our guests, Donna Cates and Cary Jacobson, shed light on the various aspects of the divorce process, from mediation and collaborative divorce to stress management and the importance of building a support team.

We explore the significance of education, empowerment, and strategic decision-making, aiming to guide women through divorce and empower them to emerge stronger and more resilient. Join us as we unravel the complexities of divorce and share valuable insights to support women in this transformative journey.

Episode Highlights:

-Cary discusses the difference between court-ordered and private mediations, and how shuttle mediation can help in resolving conflicts.

-They emphasize the importance of arming oneself with a support team, including a financial advisor and attorney, to prepare for mediation.

-Cary emphasizes the importance of being solution-oriented, focusing on the best outcome for the family unit, and minimizing drama to prevent financial losses in the divorce process.

Contact Our Guest:

Website: https://jacobsonfamilylaw.com/

Youtube: https://www.youtube.com/@jacobsonfamilylaw

Facebook: https://www.facebook.com/jacobsonfamilylaw

Instagram: https://www.instagram.com/jacobsonfamilylaw/

LinkedIn: https://www.linkedin.com/in/caryjacobson/

TikTok: https://www.tiktok.com/@jacobsonfamilylaw?lang=en

Divorce Decoded: Empowering Women Through Divorce with Donna Cates

Thu, 30 May 2024 17:00:00 -0400

Welcome to Women Behind the Millions, where we dive into the complex world of relationships, finance, and empowerment. In today's episode, our host Jessica Weaver welcomes the insightful Donna Cates, an expert in women and divorce for over two decades. Together, they explore the financial and emotional impact of divorce, shedding light on overlooked financial aspects, the importance of seeking professional guidance, and the need for a close-knit support system. Donna also shares details about the empowering new book "Divorce Decoded," designed to guide women through the turbulent waters of divorce and beyond. Join us as we uncover the financial intricacies and emotional support available to women in transition, and learn how "Divorce Decoded" aims to empower and equip women during this challenging life event.

Highlights:

-During this episode Donna introduces her new book project "Divorce Decoded: A manifesto for women navigating divorce and beyond."

-Jess and Donna stress the importance of financial planning and seeking professional guidance to make informed decisions during divorce proceedings.

-She also shares her journey into divorce work, highlighting the need for a divorce financial expert, especially in complex financial situations like "gray divorce."

Contact Our Guest:

Website: www.moneymatterswealth.com

LinkedIn: https://www.linkedin.com/in/donnacates/

Instagram: https://www.instagram.com/donnacates/

Facebook: https://www.facebook.com/MoneyMattersWealth

Facebook: https://www.facebook.com/DivorceDivasAlabama

Estate Planning Services are offered by Estate Gurus, an unaffiliated third party. The Wealth Boutique may engage third-party service providers to assist with the tax and estate planning portion of the services provided to clients. In addition, The Wealth Boutique may use third-party software to analyze a client’s information to help with the provision of estate planning services. Women's Wealth Boutique is not a law firm, nor are any employees acting in the capacity of an attorney or providing legal advice as Women’s Wealth Boutique is not a law firm and therefore not permitted to practice law. Fees for third-party estate planning services are in addition to the financial planning fees charged by The Wealth Boutique and are collected directly by that third party based on the client’s direct relationship with the third-party estate planning vendor.

Being a Success Champion with Teri DiGrande

Thu, 09 May 2024 17:00:00 -0400

In this episode of "Women Behind the Millions," host Jessica Weaver guides listeners through a powerful meditation exercise focused on releasing feelings of unworthiness and fear, leaving them with a message of self-worth and confidence. Joined by special guest Teri DiGrande, a successful entrepreneur and insurance professional, the episode delves into the journey of women in the financial industry, discussing mentorship, setting financial goals, and the importance of celebrating achievements. Teri shares her 30-year entrepreneurial journey and the impact of negative feedback and people-pleasing on women, while emphasizing the importance of learning, mentorship, and family balance. The conversation also touches on the significance of protecting assets through insurance and the underrepresentation of women in the industry. Stay tuned for insights on career changes, insurance trivia, and the importance of bringing more women into the financial industry.

Highlights:

-During this episode Jess and Teri discuss the importance of protecting assets and liabilities through insurance

-Teri emphasizes the need for sufficient coverage and regular policy reviews to reduce financial risks

-They also discuss the impact of negative feedback and people-pleasing on women's confidence and the importance of overcoming fears and challenges when making career changes.

Contact Our Guest:

LinkedIn: https://www.linkedin.com/in/teridigrandeagency/

Facebook: https://www.facebook.com/MorrisPlainsAgent/

Instagram: https://www.instagram.com/digrandeagency/

Detours and Determination with Siedah Garrett-Guess

Thu, 25 Apr 2024 17:00:00 -0400

In today's excerpt, our host Jessica Weaver engages in a riveting conversation with Siedah Garrett-Guess, a prominent financial strategist and CEO. Together, they explore Siedah's daring ambition as a 12-year-old, her transition to financial literacy advocacy, and her mission to empower millions of women to build millionaire legacies. Discover the impact of teamwork, the importance of gratitude, and the art of dreaming big in this dynamic episode. Jess and Siedah also discuss the impact of financial literacy, the importance of teamwork, and the upcoming $30 trillion wealth transfer to women. Join us in celebrating wealth, practicing gratitude, and nurturing big dreams.

Highlights:

- Siedah discusses her mission to help millions of women become millionaires.

-Jess and Siedah emphasize the importance of celebrating wealth and practicing gratitude amid the pursuit of financial success.

- Siedah reflects on her 12-year-old self's ambitious dreams, urging others to not to let anyone steal their dreams.

Contact Our Guest:

IG: @_siedahgarrett

Facebook: Siedah Guess

Website: https://www.transformationwealthgroup.com/

Legacy Planning with Veronica Rodgers

Thu, 18 Apr 2024 17:00:00 -0400

In this episode, we join Veronica Rodgers, a seasoned captain in the world of finance, as she shares her insights on creating generational wealth and a legacy plan for the future. Join us as we explore the power of breath work, Reiki, and the importance of creating a safe space to be vulnerable. Discover practical money tips, the impact of unexpected losses, and the journey of turning trials into triumphs. Through breath work and Reiki, Veronica guides us in managing stress and emotions, empowering women to take control of their financial destinies. Join us as we explore the holistic approach to wealth creation and dive into the inspiring world of Financial Trendsetters.

Highlights:

-During this episode they discuss generational wealth and the importance of women increasing control over finances.

-Jess and Veronica also discuss the importance of women creating and leaving behind a legacy

-Veronica covers her use of breath work and Reiki as holistic approaches to managing stress and emotions.

Contact Our Guest:
Email: veronicar@wwbpartners.com

Taking Care of People Who Take Care of People with Amanda Stilwell

Thu, 11 Apr 2024 17:00:00 -0400

In this episode, our host, Jessica Weaver invites Amanda Stilwell, a financial services expert at Clarity Financial Solutions, to discuss her journey through the insurance and financial world. They delve into the crucial topics of Social Security, Medicare, and hospice care, highlighting Amanda's remarkable transition from ministry to financial services. Together, they emphasize the impact of health on financial planning, the significance of educating women about finances, and the importance of leaving a positive legacy. Join us as we explore the intersection of health, wealth, and legacy, and uncover the empowering insights shared by Amanda and Jess.

Highlights:

-Amanda shares her journey from hospice ministry to financial advisory, focusing on healthcare and financial planning for retirement.

-Jess and Amanda share the importance of financial education and how this can help to alleviate fear around money

-They discuss the need to surround yourself with the right people in your life as a effective support system.

Contact Our Guest:

Website: https://clarityfinsolutions.com/

Instagram: https://www.instagram.com/clarityfinsolutions/

Facebook: https://www.facebook.com/clarityfin/

Linkedin: https://www.linkedin.com/company/clarityfinsolutions

Divorce Knowledge with Donna Cates

Thu, 04 Apr 2024 17:00:00 -0400

In today's episode, we are joined by Donna Cates, a certified divorce financial analyst and advisor at the Women's Wealth Boutique. Donna shares her expertise in helping women navigate the complexities of financial challenges, especially during divorce settlements and rebuilding after a loss. From empowering women to take control of their financial well-being to discussing the tax implications of alimony payments, this episode delves into the essential financial knowledge and empowerment needed during life-changing events. Join us as we uncover the emotional and spiritual aspects of wealth and learn from the experiences of women who have achieved millionaire status, embracing their power and reclaiming their voice.

Highlights:

-Donna offers essential advice on navigating the financial challenges of divorce.

-Jess and Donna discuss the importance of having a team to help streamline the divorce process

-Donna emphasizes the importance of paying oneself first for financial security and freedom.

Contact Our Guest:

Website: www.moneymatterswealth.com

LinkedIn: https://www.linkedin.com/in/donnacates/

Instagram: https://www.instagram.com/donnacates/

Facebook: https://www.facebook.com/MoneyMattersWealth

Facebook: https://www.facebook.com/DivorceDivasAlabama

Drilling Down Debt & Knowing the Risks with Holleigh Urbanik

Thu, 28 Mar 2024 17:00:00 -0400

In this episode, host Jessica Weaver sits down with the inspiring Holleigh Urbanik, a Financial Trendsetter who shares her powerful story of resilience and determination in the male-dominated world of finance. Holleigh's journey, from overcoming challenges to finding abundance and joy in her life, serves as a beacon of inspiration for all women aspiring to take control of their financial destiny. Together, Jessica and Holleigh delve into the importance of open communication about money in relationships, the impact of vulnerability, and the significance of women's empowerment in the financial industry. Join us as we explore the power of women in wealth creation, and the emotional and practical aspects behind their financial journeys.

Highlights:

-Holleigh shares her journey to financial empowerment and resilience, inspiring women to take charge of their financial well-being.

-During the episode Jess and Holleigh explore the importance of open communication about money within relationships and the impact it has on unity and understanding.

-Holleigh also discusses her financial planning strategies, emphasizing the significance of prioritizing travel and creating a "Sunny Day Fund."

Contact Our Guest:

Website- https://www.melissamyersgroup.com/

Instagram- @financebarbieholleigh

Facebook- https://www.facebook.com/holleigh.swanson.7

LinkedIn- Holleigh (Swanson) Urbanik

Money Intelligence with Karmen Gearhart

Thu, 21 Mar 2024 17:00:00 -0400

In today's episode, host Jessica Weaver engages in an empowering conversation with guest Karmen Gearhart, a certified financial planner with a passion for guiding her clients and their families toward financial security. Karmen's journey is one of resilience and determination, as she opens up about her own financial challenges, the transformative power of shifting mindsets, and the satisfaction of attaining financial freedom. Together, Jessica and Karmen explore the emotional, spiritual, and practical aspects of wealth while embracing the empowerment of women in the financial industry. This episode is packed with invaluable insights and inspiring anecdotes that will resonate with anyone on the path to financial independence.

Highlights:

Karmen’s journey from financial struggle to empowerment offers inspiration and practical insights for anyone seeking to achieve financial stability and freedom.
Jess and Karmen discuss the impact of mindset on financial success, encompassing overcoming challenges, embracing abundance, and making sustainable financial decisions.
The episode delves into the rising influence of women in wealth management, the significance of financial education for future generations, and the steps women can take to empower themselves in the realm of finance.

Contact Our Guest:

Website: https://www.karmelfinancial.com/

Facebook: https://www.facebook.com/karmelfinancialplanners

WWB may engage third-party service providers to assist with the estate planning portion of the services provided to clients. In addition, Women's Wealth Boutique is not a law firm, nor are any employees acting in the capacity of an attorney or providing legal advice as Women’s Wealth Boutique is not a law firm and therefore not permitted to practice law.

Being a Connector and an Advisor in the World of Wealth with Leslie Lipscomb

Thu, 14 Mar 2024 17:00:00 -0400

In today's episode, we sit down with the remarkable Leslie Lipscomb, a true trailblazer in the financial industry. Leslie shares her insights on the increasing number of women taking control of their finances and the importance of establishing a personal brand in the industry. Join us as we delve into Leslie's journey, her top money tips, and her mission to empower and support independent financial advisors. We'll also discuss the growing trend of women entering the financial services industry and the need for mentorship and collaboration. Stay tuned for an insightful and empowering conversation with Leslie!

Highlights:

Leslie shares hot money tips, including automating savings and considering annuities for growing money tax deferred.
This episode emphasizes the importance of simplifying money management for women and changing the mindset around money.
Jess and Leslie discuss the significance of establishing a personal brand and conveying a message of independence when transitioning in the financial industry.

Contact Our Guest:

https://www.linkedin.com/in/leslielipscomb/

LinkedIn Team Website: https://www.teamlipscomb.figmarketing.com/

What You Do Matters with Jill Phillips

Thu, 07 Mar 2024 17:00:00 -0500

In this episode, host Jessica Weaver talks with guest Jill Phillips who is a Financial Professional/Partner and Chief Operating Officer at Hyer Financial. During this episode they discuss the importance of heart-led action in financial management, the impact of long-term care planning on families, and the evolving landscape of insurance options. They emphasize the significance of open communication and trust within families, as well as the growing assertiveness of women in financial decision-making. The conversation also touches on retirement money diversification, tax considerations, and the need to be proactive in long-term care planning. They also discuss the roles of women in business and how that has evolved and improved over the years.

Highlights:

-Jess and Jill discuss the impact of long-term care planning on families and the need for open communication.

-The episode features insights into the evolving insurance industry, dispelling misconceptions and highlighting the need for proactive planning.

-Jill also shares her thoughts on women in the business world and how that has evolved and also how there has been a shift in how women support one another.

Contact Our Guest:
Website: https://www.hyerfinancialservices.com/
Facebook: Hyer Financial Services

The Importance of Representation with Cameo Roberson

Thu, 29 Feb 2024 17:00:00 -0500

On this episode of Women Behind the Millions, we have a captivating guest, Cameo Roberson, founder of Atlas Park Consulting, which provides Business Coaching & Operations Strategy services for Financial Advisors and Wealth Management Firms. In this episode, we delve into the world of high net worth women and the shifting landscape of financial advising. Together, Jessica and Cameo shed light on the importance of taking risks, creating opportunities, and the resilience needed to overcome the challenges of being a business owner. They also discuss the impact of the pandemic on work-life dynamics, women venturing into entrepreneurship, and the power of networking. Join us as we uncover the inspiring journey of Cameo Roberson and her valuable insights into building and scaling advisory firms, while also championing the empowerment of women in the financial industry.

Highlights:

They discuss the pivotal role of networking in Cameo's entrepreneurial journey, highlighting the value of connections in business success.
Jess and Cameo also discuss pandemic's impact on the desire for greater work-life balance, particularly for women seeking to spend more time with family and avoid unfulfilling work commutes.
They also get into the importance of overcoming self-doubt, depression, and imposter syndrome for female entrepreneurs, emphasizing resilience and self-belief in business ownership

Contact Our Guest:
https://atlasparkco.com/
Follow on FB, IG, X (Twitter): @atlasparkco

WWB may engage third-party service providers to assist with the estate planning portion of the services provided to clients. In addition, Women's Wealth Boutique is not a law firm, nor are any employees acting in the capacity of an attorney or providing legal advice as Women’s Wealth Boutique is not a law firm and therefore not permitted to practice law.

Seeing the Changing Tide of Women with Camille Ledda

Thu, 22 Feb 2024 17:00:00 -0500

In this episode, host Jessica Weaver sits down with the inspiring Camille Ledda, Director of Operations at The Women's Wealth Boutique. Camille shares her journey from facing discrimination in the male-dominated financial industry to empowering women in wealth management. We delve into her personal resilience, faith, and the importance of work-life balance, and how she found her place in the world of finance. Join us as we explore Camille's immigrant background, her passion for poetry, and her trailblazing efforts in revolutionizing gender equality in the workforce. This episode is a testament to the enduring spirit of women and the power of resilience in the face of challenges.

Highlights:

Camille shares her journey overcoming discrimination in the financial industry and finding work-life balance.
The episode features discussions on resiliency, faith, and women supporting each other, along with hot money tips for maximizing pretax savings.
They discuss her immigrant experience and her transition to a leadership role at the Woman's Wealth Boutique which showcases not only her resilience but also her determination.

Contact Our Guest:
https://www.instagram.com/cami_mabuhay/

Being the Only Woman in the Room with Nora Gillis

Thu, 15 Feb 2024 17:00:00 -0500

In today's episode, we sit down with the remarkable Nora Gillis, a trailblazing figure in the financial industry. Nora shares her invaluable insights on navigating fear and making sound investment decisions, highlighting the importance of long-term planning and seeking mentorship. Join us as we explore the challenges and triumphs of Nora's journey from Latvia to the US, and delve into the evolving landscape of women in finance. So, grab your favorite cup of tea and get ready for an inspiring conversation that's sure to uplift and empower you. Let's dive in!

Highlights:

Nora stresses the importance of flexibility and emotional intelligence in wealth building.
Jess and Nora discuss the impact of fear and male-dominated environments in the financial industry, as well as the increasing trend of women leaders redefining corporate leadership
They also discuss the importance of having flexibility in goal setting and how you need to embrace adaptability in pursuit of success

Contact Our Guest:
https://www.assetmark.com/
https://www.linkedin.com/in/nora-gillis/
https://www.instagram.com/assetmark/

Dream Big with Caroline Tanis

Thu, 08 Feb 2024 17:00:00 -0500

On this episode of "Women Behind the Millions," host Jessica Weaver engages in a powerful and insightful conversation with financial adviser and strategist, Caroline Tanis. Caroline shares her personal journey as a caregiver, highlighting the emotional and financial challenges faced by those in similar roles.

The discussion also delves into intentional investment in oneself and the consequential impact on personal and professional growth. With a focus on alignment, worthiness, and empowering strategies in the financial industry, Jessica and Caroline provide valuable insights for women aiming to navigate and thrive in the world of wealth and finance.

Tune in as they discuss practical tips, impactful statistics, and engage in a transformative meditation, leaving you feeling empowered and equipped to embrace your financial journey with confidence and intention.

Episode Highlights:

-Caroline emphasizes the importance of intentional investment, clear outcomes, and setting a word of the year, "abundance," in money, love, and opportunity.

-They discuss the impact of women leaving the workforce and the emotional barriers of reentering the workforce after a divorce.

-Caroline highlights the need to help clients plan for potential caregiving responsibilities for their aging parents, addressing financial, emotional, and physical aspects, reducing fear and uncertainty for the future.

Contact Our Guest:

IG: @tanisfingroup

LinkedIn: https://www.linkedin.com/in/caroline-tanis/

Website: https://tanisfingroup.com/

Women Are the Future with Jaime Cowper

Thu, 01 Feb 2024 17:00:00 -0500

Welcome to Season 2 kick-off episode of "Women Behind the Millions" with your host, Jessica Weaver. In this episode, Jessica opens with a guided meditation, inviting listeners to embrace the present moment and visualize success.

The focus on empowerment continues as guest Jaime Cowper, a seasoned financial advisor, shares her 20 years of expertise in wealth management and emphasizes the importance of education for women in finance. Together, they explore the significance of mentorship to support women in the financial industry.

From diversification tips to the impact of COVID on businesses, Jaime and Jessica delve into a wide range of financial topics, offering invaluable insights. Join us as we uncover the journey of Jaime Cowper, her challenges and successes, and her commitment to providing hands-on guidance to clients' financial needs. This episode is filled with practical advice, personal stories, and a shared mission to make money relatable and empowering for women.

Episode Highlights:

-Jaime shares her journey as a financial advisor, highlighting the importance of building a team and helping families with wealth transfer

-She also discusses her passion for helping clients and how that led her to starting her own firm, where she was able to build a team and run things her way.

-Jaime and Jess discuss the importance and also the challenge of finding the right people to help make up her team.

Contact Our Guest:

Website: https://www.unityfinancialadvisors.net

Facebook: https://www.facebook.com/unityfinancial

Linked In: https://www.linkedin.com/in/jaimecowper/

Investment advisory and financial planning services offered through Advisory Alpha, LLC, a Registered Investment Advisor. Insurance, Consulting, and Education services offered through Unity Financial Advisors. Jessica Weaver, Women’s Wealth Boutique, and Unity Financial Advisors are separate and unaffiliated entities from Advisory Alpha. All opinions expressed by Jaime Cowper or any podcast hosts/guests are solely their own opinions and do not reflect the opinions of Advisory Alpha. This recording is for informational purposes only and should not be relied upon for investment decisions. Jaime Cowper’s contributions to the Financial Trendsetters book are limited to the contents of the chapter titled "Achieving Unity" and her statements in the "Final Thoughts and Trends" section and should not be construed as financial advice.

Empowering Women through Financial Independence with Jennifer Perri

Mon, 22 Jan 2024 17:00:00 -0500

In this episode of "Women Behind the Millions" Jessica Weaver interviews Jennifer Perri who is a Coach, Consultant and Best-Selling Author. They are also joined by Donna Cates who is part of the Women’s Wealth Boutique. Jennifer shares her journey from overcoming an abusive marriage to becoming a respected figure in the financial services industry, with a focus on safe money investments for divorcees. She emphasizes the importance of financial independence for women and addresses common barriers to financial confidence. Additionally, Jennifer shares her unique connection with hummingbirds, which hold symbolic significance to her. The episode delves into the significance of mental preparedness and ongoing support for individuals navigating divorce, beyond the legal process.

Highlights:

-Jennifer shares her empowering journey from an abusive marriage to becoming a financial advocate for women going through divorce.

-Through her work with Divorce Divas, Jennifer is dedicated to supporting women in reclaiming financial independence and overcoming myths and barriers around money.

-They emphasize the importance of mental and financial preparedness for individuals going through divorce, going beyond legal aspects to provide ongoing support and advocacy.

Contact Our Guest:
Website: https://jenniferperri.com/
Facebook, IG and Twitter: @jperricoaching

Empowering Women to Look and Feel Their Best with Desiree Miranda

Mon, 08 Jan 2024 17:00:00 -0500

In this episode of "Women Behind the Millions," host Jessica Weaver interviews fashion industry veteran Desiree Miranda. Desiree shares her journey from high school intern at Nordstrom to launching her own fashion line, Miranda New York. The discussion covers her passion for empowering women through fashion, the challenges and joys of starting her own brand, her dedication to charity events, and her approach to personal styling. With insights into the fashion industry and the importance of genuine connections, this episode offers inspiration and valuable advice for aspiring entrepreneurs and fashion enthusiasts alike.

Highlights:

During this episode the discuss Desiree's fashion journey from Nordstrom to launching Miranda New York emphasizes the importance of networking and investing in one's career for future success.
Desiree's commitment to designing wardrobe essentials and her passion for empowering women through fashion are showcased in the episode.
They also discuss Desiree's dedication to understanding women's individual experiences and needs.

Contact Our Guest:
Instagram: desssmiranda
Instagram: mirandanewyork_
Website: https://www.desireemirandanyc.com/
Website: https://mirandanewyork.com/

Journey From Pharmacist to Impact Maker with Dr. Trish Francetich

Mon, 25 Dec 2023 17:00:00 -0500

In this episode of "Women Behind the Millions", guest host- Melissa Myers talks with Dr. Trish Francetich, a pharmacist and certified hypnotherapist, who shares her journey of transitioning from a traditional pharmacist to a business owner focusing on empowering healthcare professionals. She discusses her holistic approach to wellness and her use of rapid transformational therapy, a combination of talk therapy, cognitive behavioral therapy, hypnotherapy, and regression therapy, to help clients overcome mental health challenges. Dr. Trish also emphasizes the importance of seeking help from professionals earlier in one's journey and shares insights on positive intelligence and mental fitness. The conversation is filled with inspiring stories of personal and professional growth, highlighting the impact of faith, spirituality, and continuous pursuit of personal development in achieving success.

Highlights:

-Dr. Trish discusses how she empowers healthcare professionals to find purpose and overcome anxiety using rapid transformational therapy.

-She emphasizes mental fitness and spirituality to guide clients towards fulfillment.

-She also stresses the importance of incorporating positive intelligence into her coaching to help clients achieve lasting results.

Contact Our Guest:
https://linktr.ee/drtrishfrancetich

Riches are in the Niches with Mallika Malhotra

Mon, 11 Dec 2023 17:00:00 -0500

In this episode of "Women Behind the Millions," host Jessica Weaver talks with award-winning brand strategist, mentor, and speaker Mallika Malhotra, who shares valuable insights on building a powerful brand. She emphasizes the importance of clarity, confidence, and consistency in branding, advising entrepreneurs to focus on solving specific problems for their ideal clients. Mallika's expertise in niche marketing and strategic storytelling through brand photography resonates with the hosts, who praise her work and recommend her programs for those looking to establish themselves as industry specialists. The episode also highlights Mallika's pivoting of her business focus during the pandemic, showcasing the impact of embracing change and reaching a wider audience. With inspiring conversations about stepping into power and helping others, the episode proves to be an empowering and informative listen for entrepreneurs seeking to elevate their brands.

Highlights:

Mallika emphasizes the importance of a dedicated workspace for productivity.
They stress the need to identify specific problems and solutions in business and the value of strategic discussions before brand photoshoots.
Mallika's expertise in niche marketing, branding, and strategic storytelling is highly recommended for entrepreneurs seeking to position themselves as industry specialists.

Contact Our Guest:
https://www.mallikamalhotra.co/
https://www.instagram.com/mallikamalhotra.co/
https://www.facebook.com/mallikamalhotra.co
https://www.linkedin.com/in/mallikamalhotraco/

How To Thrive In the Messy Middle with Veronica Rodgers

Mon, 27 Nov 2023 16:00:00 -0500

In this episode of Women Behind the Millions, host Jessica Weaver is joined by financial educator and wealth advisor Veronica Rodgers to discuss personal growth, career transitions, and the challenges of managing wealth. Veronica shares her journey from starting in the mail room of a bank to becoming a successful financial adviser, emphasizing the importance of not settling for less in one's career. Both Veronica and Jessica reflect on the concept of personal growth and its connection to managing wealth, navigating unexpected life changes, and finding work-life balance. They also delve into the complex dynamics of the "messy middle" of life, including managing the responsibilities of taking care of aging parents and children. Throughout the conversation, Veronica emphasizes the importance of self-care and setting boundaries, with both hosts agreeing on the significance of maintaining control over one's life and achieving fulfillment beyond financial success.

Highlights:

-Veronica shares her journey from the mailroom to wealth advisor, emphasizing personal growth and transitioning through life's "messy middle."

-They discuss the challenges of managing money, career transitions, and the importance of self-care and boundaries.

-Veronica highlights the intersection of financial and personal well-being, emphasizing the value of creating one's own path and work-life balance.

Connect with Veronica at CarnelianWS.com

Being Savvy with Your Money Starts Here And Now with Lisa Chastain

Mon, 30 Oct 2023 17:00:00 -0400

In this episode of "Women Behind the Millions," host Jessica Weaver interviews guest Lisa Chastain, a financial coach and mentor. Lisa shares her journey as a business owner and the overwhelming nature of decision-making. She emphasizes the importance of having professionals to guide financial management and the significance of support. Lisa discusses her mission to empower women, particularly millennials, in building wealth and managing their finances, challenging traditional mindsets along the way. Lisa talks about how through open and frequent conversations she aims to create a supportive community where women can thrive and feel confident in their financial pursuits.

Highlights:

They discuss the importance of surrounding oneself with professionals and being authentic in managing finances and making long-term business decisions.
There is power in demanding worth, being financially savvy, and having open conversations about money to create positive change in communities.
Lisa discusses her journey of going from mentoring and supporting young women to becoming a money coach and helping them build wealth and manage their finances.
They also discuss the need for women to challenge traditional mindsets, educate themselves about money, and create a supportive community for open conversations about finances.

Contact Our Guest:

Website: https://lisachastain.com/

IG: https://www.instagram.com/savvymoneywithlisa/

LinkedIn: https://www.linkedin.com/in/lisachastain/

Healing Your Money Story is a Generational Gift and a Gift to Yourself, too! with Allera Dawn

Mon, 16 Oct 2023 17:00:00 -0400

In this episode of "Women Behind the Millions," host Jessica Weaver interviews Allera Dawn, a financial healer and high priestess who blends spiritual understanding with real-world finance and business knowledge. Allera emphasizes the importance of listening to intuition, questioning societal expectations, and breaking free from traditional ways of living. They discuss their own journey of leaving a relationship during a financial crisis, overcoming fears of homelessness, and transitioning from a banking job to starting their own business. Allera shares insights on healing the soul, removing energetic blocks, and navigating the challenges of generating income while pursuing your passion.

Highlights:

- Allera emphasizes the importance of listening to intuition and breaking free from societal expectations.

- She shares her personal journey of leaving relationships and jobs, overcoming money issues, and alchemizing illusions for soul growth.

- Allera discusses her unique perspective on trauma, integrating energetic gifts, and the importance of grounding in pursuing entrepreneurship.

- She offers insights on energetic healing, conscious awareness, and the power of asking for guidance.

Contact Our Guest:
Website: https://www.purelight1111.com/home-page

The Abundance Blueprint Upgrade https://cf.purelight1111.com/abundance-blueprint-page

Linked in: https://www.linkedin.com/in/allera-dawn-78868a99/

IG: https://www.instagram.com/iamalleradawn/

Facebook: https://www.facebook.com/purelight1111

iTunes: https://podcasts.apple.com/gb/podcast/pure-light-1111-soul-aligned-living-by-allera-dawn/id1542985810

Youtube: https://www.youtube.com/@alleradawn

Sexual Empowerment for the Busy Woman with Misty Smith

Fri, 06 Oct 2023 17:00:00 -0400

In this episode of Women Behind the Millions, host Jessica Weaver welcomes guest Misty Smith, Certified Sex Therapist Licensed Professional Counselor along with Donna Cates, financial advisor and Certified Divorce Financial Analyst. In this episode they delve into the complexities of sexuality, addressing societal attitudes, communication challenges, and the impact of divorce on one's sexual experiences. The conversation explores the emotional and practical aspects of divorce, highlighting the importance of valuing oneself and setting boundaries in relationships.

Highlights:

Misty shares her journey of self-discovery post-divorce, emphasizing the importance of taking the time to understand oneself before entering a new relationship.
The host and guests delve into the complexities of sexuality and the impact of societal attitudes and personal experiences on one's own feelings of shame or empowerment.
They discuss challenges and emotional intricacies of navigating divorce, co-parenting, and dating after long-term partnerships, particularly for women who face unique expectations and judgments.
They emphasize the significance of communication, self-advocacy, and seeking therapy to address emotional and sexual needs in order to break patterns and foster healthier relationships.

Contact Our Guest:
https://mbhwellnessclinic.com/

Knowing Your (Hiring) Strengths and Weaknesses with Jordan Christa

Mon, 18 Sep 2023 17:00:00 -0400

In this episode of Women Behind the Millions, host Jessica Weaver interviews Jordan Christa, an entrepreneur and recruitment expert in the wealth management industry. Jordan shares her insights on making intentional hires, the challenges of leadership, and the importance of understanding a firm's identity and goals. She emphasizes the need for operational skills and a love for building and managing in potential hires, and discusses the value of diversity and creating a women's wealth division within a firm. Additionally, Jordan touches on her own experiences as a working parent and offers advice on maintaining a firm's identity while adapting to growth and change.

Highlights:

There is a definite need for finding someone who embodies operational skills and a love for building, inspiring, and managing.
Jordan highlights the importance of understanding immediate needs and ensuring regular meetings with managers to meet KPIs.
She recommends that solo practitioners looking to grow should consider hiring an operations manager as their first hire.

Contact Our Guest:
Company Website: https://riseuprecruiting.com/
Company LinkedIn: https://www.linkedin.com/company/recruiting-industry-specific-experts-llc/

Revolutionary Leadership and Building Community with Maruxa Murphy

Mon, 04 Sep 2023 17:00:00 -0400

In this episode of Women Behind the Millions, host Jessica Weaver interviews Maruxa Murphy, CEO & Founder of Revolutionary Communities. Maruxa shares her inspiring journey and how the strong women in her life, including her mother and grandmother, shaped her perspective on leadership. Together, they discuss the importance of building intentional communities and the shift in societal expectations for women. They also delve into the power of embracing authenticity and tapping into our true selves to create meaningful connections and achieve greatness.

Highlights:

- Maruxa discusses her grandmother's courageous escape from abuse that inspired her to say "yes" to her own life.

-Maruxa's work in community experience design is changing the game in industries like travel, personal development, and coaching.

-They stress the importance of building intentional communities in businesses to create a sense of belonging and foster loyalty.

- She shares insights on shifting societal narratives to allow women to be fully aligned with all aspects of themselves, including motherhood and career.

Contact Our Guest:
https://www.instagram.com/maruxamurphy/
https://www.facebook.com/MaruxaLive
https://www.linkedin.com/in/maruxamurphy/

Breaking the Mold: Empowering Women in the Financial Industry with Nora Gillis

Mon, 21 Aug 2023 17:00:00 -0400

In this episode of Women Behind the Millions, host Jessica Weaver interviews Nora Gillis, a financial industry professional who has found her passion in empowering women and breaking free from traditional frameworks. Nora shares her journey from Latvia to the United States, the challenges she faced, and how supportive mentors guided her along the way. She also discusses the importance of creating a community for women in the male-dominated financial industry, and her decision to take on a senior sales role, highlighting the lengthy decision-making process she went through.

Highlights:

Nora shares her journey of breaking free from traditional job titles and finding fulfillment by creating her own category in the financial industry.
It's so important to empower other women in the industry by connecting them, sharing best practices, and creating a community of support.
She discusses the importance of diversity and bringing new perspectives to the financial services industry to deliver more value to everyone involved.

Contact Our Guest:
https://www.linkedin.com/in/nora-gillis/
https://www.linkedin.com/company/assetmark/
https://www.assetmark.com/resource-center/

Understanding your Business. Insurance- that is! with Teri DiGrande

Mon, 07 Aug 2023 17:00:00 -0400

In this episode Jess talks to Teri DiGrande, the owner of a State Farm agency in New Jersey. Teri reflects on her journey in the insurance industry, starting from her early days at State Farm to eventually becoming an entrepreneur and opening her own agency in 2010. Throughout the episode, she emphasizes the importance of building long-lasting relationships with clients and helping families recover from unexpected events. She also shares personal stories and lessons, including the significance of having proper insurance coverage, the challenges of running a business, and the value of being present in one's family life. With her passion for her work and dedication to her clients, Teri inspires listeners with her story of resilience and success in the insurance industry.

Highlights:

Building wealth and assets requires careful consideration of risks and the importance of insurance coverage.
Balancing different roles in life, including both work and family, is essential for success and well-being.
Planning for the unexpected, such as through life insurance, is crucial to protect loved ones and their future.
Opening up and seeking support can lead to financial freedom and a brighter future.

Contact Our Guest:
https://www.facebook.com/MorrisPlainsAgent/
https://www.linkedin.com/in/teridigrandeagency/
https://www.instagram.com/digrandeagency/?igshid=MzRlODBiNWFlZA%3D%3D

Building Relationships and Finding Success: A Journey from Health Coaching to Real Estate with Leigh Lohman and Melissa Myers

Mon, 24 Jul 2023 17:00:00 -0400

In this episode Jess talks with both Leigh Lohman- Associate Broker/Realtor and Certified Health Coach and Melissa Myers from the Melissa Myers financial group. During this episode they dive into the life and career journey of Leigh Lohman. The ladies emphasize the importance of nurturing relationships, both professionally and personally, especially for women in sales, service, entrepreneurship, or business ownership. Leigh shares insightful advice on effective networking strategies and building trust with clients. Leigh's own experiences in real estate and health coaching shape her perspectives on relationship building and prioritizing personal well-being. Additionally, Leigh discusses the challenges and opportunities in the housing market of the Spring Lake Grand Haven area, where she resides.

Highlights:

- Building relationships and connecting with others is crucial for women in sales, service, entrepreneurship, or business ownership.

- Observing others and giving them space to figure things out is important in dealing with clients and building trust.

- Gratitude is key to feeling more abundant

Contact Our Guest:
https://capstonecompanies.net/
https://woohooing.com/

Long-Term Care Planning: Protecting Your Future with Alecia Barnette

Mon, 10 Jul 2023 17:00:00 -0400

In this episode Jess sits down with Alecia Barnette, who is the Senior Vice President at Financial Independence Group. Alecia shares her personal journey into the business, driven by a desire to protect families from the emotional and financial strains of unexpected care needs. Through personal anecdotes and expert advice, she highlights the importance of proactively planning for long-term care, emphasizing the need for comprehensive plans and alternative options like asset-based long-term care. She also addresses the significance of educating financial professionals and clients alike, urging them to have open conversations and consider insurance solutions for their future.

Highlights:

Its so important to practice proactive long-term care planning to avoid the financial and emotional consequences of unexpected care needs.
When it comes to long term care a lack of planning can often tear families apart
It is vital for financial professionals to educate themselves and their clients about insurance solutions for long-term care planning.
There are many benefits of asset-based long-term care plans, which offer flexibility, tax-free benefits, and the ability to pass on unused benefits to children or charity.

Contact Our Guest:
https://www.teambarnette.figmarketing.com

Beautiful Transformations with Kris LeDonne

Mon, 26 Jun 2023 17:00:00 -0400

In this episode Jess talks with Kris Ledonne who is the owner and CEO of Reminiscence by Kris LeDonne, a company that helps individuals organize and convert their photo and video memories into digital formats. Kris shares her journey from being a public school music teacher to launching her own business, and how she identified an opportunity to help people struggling with their vast collection of memories. She also discusses her passion for building relationships and creating a community of learners, while emphasizing the importance of being a third party to help clients with their pain points.

Highlights:

-There is value in building relationships and it’s important to be relational creatures.

-Building relationships is key to serving customers

-You can learn more about your customers by asking about their pain and what matters to them.

-It’s great to create a community of people going through a learning process together and sharing what they've learned while having fun.

Contact Our Guest:
https://krisledonne.com/

Your Female Brain on Wealth, Abundance, and Money with Dr. Anita Wood

Mon, 12 Jun 2023 17:00:00 -0400

In this episode, Jess talks to Dr. Anita M Jackson who is the founder and CEO of Power HER Success Alliance and AMJ Productions and Publications, about the role of guilt and shame in limiting individuals' potential to achieve financial success. She explains how repetitive thoughts and behaviors create neurological pathways that affect the brain's energy, leading to blocks and resistance when trying to make a change. Dr. Jackson also emphasizes the importance of trusting one's intuition and making decisions based on personal worth rather than behavior. She encourages listeners to break negative patterns, forgive themselves for past mistakes, and make sound financial decisions to achieve their goals.

Highlights:

-Patterns can both limit and enable our success

-Making powerful decisions can be transformative

-Intentional effort can lead to positive changes in your financial situation

Contact our guest:

https://linktr.ee/DrAnitaMJackson

https://unlimitedwomanalliance.influencersoft.com/BecomingAnUnlimitedWoman

Aligning Your Money with Lauren Wood

Mon, 29 May 2023 11:00:00 -0400

In this episode Jess talks to Lauren Wood who is one of the wealth advisors at Women's Wealth Boutique and also the founder of Aligned Wealth Collective. She has been in the industry for 14 years and is known for getting things done and solving problems without judgment shares their journey from being compliant to realizing the importance of pursuing dreams and intuition to achieve success. They also discuss how fear and negative self-talk can hold you back from success, and encourages listeners to identify and pursue their own dreams. Lauren also shares her experiences working with women to remove blocks and embrace new ways to build successful businesses, and explains how embracing their own uniqueness and trusting their intuition has helped them achieve success.

Highlights:
- It's so important to have authenticity in everything you do and to follow your dreams in order to foster personal growth and success
-It's vital for us to trust your own intuition in order to identify and remove blocks that may be keeping us from reaching our goals
- Embracing uniqueness and new ways of thinking with clients can lead to deeper relationships and better results when it comes to their finances.

Contact our guest:
https://alignedwealthcollective.com

We're All Just Doing Our Best with Jessica Weaver & Ilissa Goman

Mon, 15 May 2023 17:00:00 -0400

In this episode, Jess is back with Ilissa Goman, who is the owner of ILISSA & Co and the Creative Director of JessicaWeaver.com & the Women's Wealth Boutique. Ilissa and Jess discuss triggers and how those can differ for everyone. She also gets into how you can make the best out of difficult situations you may be going through. Ilissa stresses the importance of living your most authentic life and not allowing yourself to avoid difficult emotions. They also discuss the importance of dealing with trauma on not only a conscious but also a subconscious level. They get into the idea of human design and how that can impact you and your everyday life.

Highlights:

It's vital to realize what your triggers are and how to deal with them
It's important not to live in the land of numb
Staying aligned with your own values is necessary to be successful in life
Vision boards are a great way to keep yourself focused and in the right mindset

Contact our guest:

https://ilissaandco.com
https://www.instagram.com/ilissaandco/
https://jessicaweaver.com/

An Unlikely Path with Amanda Stilwell

Mon, 01 May 2023 17:00:00 -0400

In this episode, Jess talks to Amanda Stilwell who is one of newest financial advisors here at the Women’s Wealth Boutique and is also a Managing Partner for Clarity Financial. On this episode Amanda gets into what brought her to the financial advisor world more specifically the long-term care and hospice side of finances. They also discuss the importance of being able to ask the tough questions when it comes to this particular side of financial planning. She explains the various aspects that must be considered when discussing retirement and long term care planning with clients and their families.

Highlights:
• The importance of planning when it comes to your finances
• As a financial planner you have to be able to ask those tough questions
• The value in clients understanding why we’re doing what we’re doing
• It’s vital to know your strengths so you can help out your community

Contact our guest:
https://www.Clarityfinsolutions.com
https://www.facebook.com/clarityfin
https://www.instagram.com/clarityfinsolutions

Divorce and Money Mistakes… Why You Need a CDFA on your Divorce Team with Donna Cates

Mon, 17 Apr 2023 17:00:00 -0400

⁠In this episode, Jess talks to Donna Cates who is one of the financial advisors here at the Women’s Wealth Boutique and is also a Certified Divorce Financial Analyst. On this episode Donna gets into what brought her to the financial advisor world and more specifically the area of being a divorce professional. They also discuss the importance of breaking down a complex process such as divorce into smaller steps to make it more manageable. She explains the various parts of her divorce shop including mediation, workshops and the other layers that make up her business.

Highlights:

It's helpful to break divorce into smaller steps as it can be a complex process
During divorce planning, it’s important to know what’s important to you for your future when you’re deciding what to ask for
Having money puts you in the place to have choices and be able to make choices
Mediation is a great option whenever possible with divorce and puts you in a power position

Contact our guest:

https://www.moneymatterswealth.com/

Impacting Lives with Regiane Glory, CEO of Total Help

Mon, 03 Apr 2023 17:00:00 -0400

In this episode, Jess talks to Regiane Glory who is the founder and CEO of Total Help lawyer service- a service to assist Brazilian immigrants navigate the legal system in various countries. They discuss what it is like to run a business across multiple countries. Regiane also talks about her journey coming from Brazil to the US and how she decided to get into the legal field. She explains how she started her company from the ground up and talks about the journey to get to where they are today spread across multiple countries.

Highlights:
It's important to thank God everyday for everything we have
The importance of knowing how/when to expand your business
It’s vital to invest in the people you have with you!

Contact our guest:
www.totalhelponline.com

Aligning Your Money & Values to Live your Ideal Life with Melissa Myers and Holleigh Urbanik

Mon, 20 Mar 2023 17:00:00 -0400

⁠In this episode, Jess talks to Melissa Myers and Holleigh Urbanik who make up The Melissa Myers’ financial group. In this episode they discuss what got them into the financial planning world. They get into the importance of having similar views on finances in relationships. Melissa discusses the importance of aligning clients finances with their values in order to live a happy life. Holleigh also gets into the positive influences Melissa has had on her life. They also discuss the different ways to look at finances which are discussed in depth in Melissa's book- "Going Rogue".

Highlights:

It's so important to align your money with your values
You have to have the right mindset to be successful!
The importance of defining a client's core values when working on their finances
The more solid of a foundation that you have with your wealth, the more you can bless others!

Contact our guest:

Askmelissamyers.com

IG @askmelissamyers

Book: goingrogue.askmelissamyers.com

From the Ground Up, Going from a Gas Station to Living the Life of my Dreams with Ilissa Goman

Mon, 06 Mar 2023 17:00:00 -0500

⁠In this episode, Jess talks to Ilissa Goman, who is the owner of ILISSA & Co and the Creative Director of JessicaWeaver.com & the Women's Wealth Boutique. Ilissa talks about her story, going from working at the gas station to being a entrepreneur. She discusses her inspirational journey of how she went from feeling limited in her life to finding a way to not only express her own creativity but also create and grow her own business. She also talks about the importance of knowing when to change things up if something in your life isn't working. Ilissa also discusses the importance of her being able to help others in their journey by offering a hand up with free or low cost workshops for those future entrepreneurs who are in need of it.

Highlights:

It's so important to not limit yourself!
Surrounding yourself with the right people can make all the difference.
If something's not working you might need to change things up!
If you are willing to do the work, the right people will find you and help you.
It's great to be able to help others whenever possible by offering a hand up

Contact our guest:

https://ilissaandco.com
https://www.instagram.com/ilissaandco/

The Power of Collaboration Amongst Successful Women with Leslie Lipscomb

Mon, 20 Feb 2023 17:00:00 -0500

⁠In this episode, Jess talks to Leslie Lipscomb, who is the Senior Vice President, Financial Independence Group. Leslie talks about the importance of supporting women in the financial services industry. She discusses her own journey and how she started out in a very unsupportive environment and how she was able to find the support she needed. She also talks about her love for connecting different women from the financial industry and helping them form lifelong connections and friendships. She also discusses her firm FIG and the amazing charity work that they participate in along with programs they offer to help with financial literacy in their community.

Highlights:

Being supported personally and professionally is very important for women.
Its so exciting to bring women together who are able to form bonds/ friendships and support one another in the financial industry
If you’re interested in giving back to your community you can start by figuring out what it is that you’re most passionate about

Contact our guest:

LinkedIn- https://www.linkedin.com/in/leslielipscomb/

Team Website: https://www.teamlipscomb.figmarketing.com/

Using Financial Planning to Build Your Dream Life with Caroline Tanis

Mon, 06 Feb 2023 21:00:00 -0500

In this episode Jess talks with Caroline , who is a Financial Advisor, Strategist, and Speaker, and also part of the Women's Wealth boutique. Caroline talks about how she felt like she hit a wall professionally and knew it was time to expand into something different. They discuss the importance of being able to express yourself in your profession and how at the women's wealth boutique that is something that is nurtured and encouraged. She also discusses the importance of matching potential financial clients with the correct advisors to achieve the best results for everyone. Caroline points out how important it is to have a comfortable relationship with clients where they feel that they can communicate in an open way to get the most out of the client/advisor relationship.

Show Highlights:
• It's so important to be able to express yourself and be yourself in your profession
• We need to teach our kids about money regarding credit card debt/ students loans , and what the consequences of debt are
• It is vital that women become more involved and engaged in their finances, we need to make sure they are being included in these financial conversations

Contact our guest:
https://tanisfingroup.com/
https://www.instagram.com/tanisfingroup/

The Importance of Sharing Your Voice with the World with Hilary Jastram

Mon, 23 Jan 2023 08:00:00 -0500

In this episode, Jess talks to Hilary Jastram, who is the founder of J. Hil Creative, which is a marketing agency that specializes in copywriting, editing and book editing. Hilary discusses her own special journey that took her from being a young girl fascinated with reading to a highly successful entrepreneur starting her own publishing company. She discusses the highs and lows of this journey and the importance of always staying true to ones self and making it a priority to always honor yourself!

Highlights:

• Hilary discusses the importance of having direction when writing, where is the story going?
• It’s so important to tell your story, and get your message out! Writing is a great way to document where you were and what you were doing at that time in your life.
• Honor Yourself!

Contact our guest:

https://www.facebook.com/hilary.lauren.39
https://www.facebook.com/Bookmarkpub2016
Writer's Group: https://www.facebook.com/groups/268950474079872
https://www.linkedin.com/in/hilarylauren/
https://twitter.com/J_HillMark
https://www.instagram.com/bookmark_publishing/
https://bookmarkpub.com/

How to Create a Profitable Business Your Way with Brittany Young

Mon, 23 Jan 2023 07:00:00 -0500

In this episode, Jess talks to Brittany Young, is a personal financial coach specializing in helping female financial professionals to make more money and work less. They discuss the importance of self worth. Brittany also talks about the difficulties she faced in the past while working in male dominated industries and the push back she received solely based on the fact that she was a woman. They also discuss the importance of turning to God in times of uncertainty. She stresses the power of the quality of your thoughts and what kind of impact this has over your wealth.

Highlights:

-If you have forgotten who you are deep inside, it's time to take a look at that little girl who's been in the closet suffering

-You are seen, you are supported, you are loved, and you have every right to be here!

-I fully believe that spending as much time as I can with that higher power, it changes my entire day, and has helped to grow the wealth I have today.

-If we want to change our wealth, we need to change the quality of our thoughts!

-Certainty makes you money as well, when you start trusting that you can put yourself aside and make the client the priority. After you have made yourself the priority. That's when you start making the millions.

How to contact our guest:

https://www.facebook.com/brittany.young.wealth
https://www.linkedin.com/in/brittany-young-7aa2775a
Book a Wealth Clarity call: https://calendly.com/brittanyyoungwealth/sales

Curiosity and Authenticity with Brynna Wilson

Mon, 23 Jan 2023 06:00:00 -0500

In this episode Jess talks with Brynna Wilson - a Financial advisor and money coach in Denver, Colorado. She is also one of our featured advisors from the Women’s Wealth Boutique. Brynna discusses behavioral finance and what that truly means. She also gets into her own personal feelings towards money growing up and how that ultimately ended up impacting her spending as an adult.

Brynna also gets into how becoming a part of the Women’s Wealth Boutique allowed her to finally break out of that traditional “box” and really expand her creativity. She explains just how important the work-life balance really is.

Highlights:

- Its important to really examine your own financial behaviors and where those come from

-There is value in being able to express yourself professionally and not being confined to a box of traditional thinking

-Always work smarter not harder!

-You'll see that you show up very differently for a job where you are truly happy

Contact our guest:

https://citrineandgoldllc.com/
https://www.instagram.com/citrineandgold/

Welcome

Tue, 10 Jan 2023 15:00:00 -0500