Best Maggie Nielsen Podcasts (2024)

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#147: Helping Business Owners Be Financially Fearless with Dr. Barb Provost and Maggie Nielsen 39:46

3d ago39:46

39:46

Jaime Staley, partner and CFO at PJS & Co. CPAs, Dr. Barb Provost, Founder of Purse Strings LLC, and Maggie Nielsen talk about how to help business owners overcome financial fears in this episode. Barb and Maggie have joined forces to support and empower women to take control of their financial future and make informed choices about managing their …

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Retired by 32: Empowering Women to Achieve Financial Freedom with Stephanie Xenos 23:30

29m ago23:30

23:30

Send us a Text Message. Today we have the pleasure of speaking with Stephanie Xenos, who, through investing wisely and living frugally in her twenties, managed to retire from NASA and SpaceX at just 32 years old. Now, she’s a financial coach and CEO of Money Muse, where she works one-on-one with women and travels around the U.S. to speak about inve…

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#146: Signs It's Time to Hire an Operations Manager 20:35

17d ago20:35

20:35

Welcome to episode #146, where we continue discussing the crucial role of an Operations Manager. In episode #145, we covered the many benefits of having an Operations Manager. In this episode, we will discuss when to hire one for your company. Kim Nixon joined us again to walk us through the hiring procedures for operations managers.…

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The Power of Financial Awareness and Personalized Planning with Chelsea Scomak 42:24

21d ago42:24

42:24

Send us a Text Message. We’re so excited to welcome Chelsea Scomak, CFP® to the show! Chelsea is the CEO and advisor of Via Brio Advising and a Purse Strings Approved Professional. Her approach to financial planning is anything but ordinary. We love how she integrates personal coaching into her practice to help clients develop financial awareness a…

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#145: The Benefits of Hiring an Operations Manager 24:27

24d ago24:27

24:27

In episode #145, Kim Nixon, Director of Operations at PJS & Co. CPAs talks about why hiring an Operations Manager is important. There are many benefits of filling the operations manager role. In the next two episodes, we will talk about the advantages of hiring a professional. We will also show examples of their work and talk about when you might n…

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Nurturing Financial Literacy in Kids with Lauren Rosberg 32:04

19d ago32:04

32:04

Send us a Text Message. Our guest this week is the lovely Lauren Rosberg, MA CFP® CRPC® CDFA® AEP®, financial advisor and Purse Strings Approved Professional. As a financial professional and mother of four, she has some great tips to share with us today about nurturing financial literacy in kids. We also get to know a little more about her career, …

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Approaching 65: Social Security, Medicare, Retirement Planning & More (Barb's 65th Birthday Show!) 53:59

1M ago53:59

53:59

Send us a Text Message. In celebration of Barb’s 65th birthday, we gathered a small group of her peers- Maggie Weiss, Karen Van Maldegiam, and Geri Bresnahan- who are all 65. Approaching this milestone often comes with a ton of questions about Social Security, Medicare, retirement, and more. That’s why we’ve also invited Koren Vining, a financial p…

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Financial Planning For New Beginnings with Philip Weiss 37:19

2M ago37:19

37:19

Send us a Text Message. We’re excited to have Philip Weiss, CFA, CPA, RLP®, founder of Apprise Wealth Management and Purse Strings-approved professional, with us today. His journey into the world of finance and dedication to serving the female market is nothing short of inspiring, and we love his holistic approach to financial planning. Phil's dedi…

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144: Managing Personal Finances Part II 32:31

2M ago32:31

32:31

Welcome to part two of our discussion of the dos and don'ts of managing your money. Maintaining a good relationship with your finances and setting realistic goals for yourself is essential for financial success. In episode #143, we explored several dos to assist you in starting and maintaining a sound financial life. Jaime Staley helps us understan…

1
Being Financially Prepared Today with Gabrielle Mollick 26:46

2M ago26:46

26:46

Send us a Text Message. Today on Women and Money, we have Gabrielle Mollick, CFP®, CSRIC®, with us. Gaby is a financial advisor at Mercer Advisors in Denver, Colorado, and a Purse Strings-approved professional. We’re so excited to have her on the show today to share her passion for empowering women to build financially fearless futures. Gaby has a …

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#143: Personal Finance Part I 32:08

3M ago32:08

32:08

Join us for part one of our two-part series, which discusses the "do's" and "don'ts" of managing personal finances. Jaime Staley joins us for episode #143 to discuss the "do's" and offer personal finance tips. Finances are an overwhelming topic, and there are so many aspects to understand, from budgeting to credit cards to investing. Learning how t…

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Breaking Through Bias In The Workplace with Andie Kramer 35:18

3M ago35:18

35:18

Send us a Text Message. Today we have the pleasure of sitting down with Andie Kramer, lawyer, author, advocate, and founding member of ASKramer Law, LLC. Over the years, she has written and spoken extensively about gender biases in the workplace alongside her husband, Al Harris. We’re excited to have her on the show today to share insights from her…

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#142: Unlocking Growth - The Importance of Industry Benchmarks 29:20

3M ago29:20

29:20

In episode #142 of the Cultivating Growth Podcast, we discuss unlocking growth for your business. Jaime Staley joins us to discuss the importance of industry benchmarks. Industry benchmarks are metrics a company can use to see how it performs compared to other businesses in its industry. This information is crucial in growing your business and achi…

1
Overcoming Financial Shame with Stephanie McCullough 35:29

4M ago35:29

35:29

Send us a Text Message. Our guest today is Stephanie McCullough, founder and financial planner with Sofia Financial. She specializes in helping women over 45 navigate their financial futures. With over two decades of experience, she brings a wealth of knowledge to the table and is a true advocate for women becoming financially fearless. In our conv…

1
#141: Accounting Month-End Close Checklist Best Practices 31:08

4M ago31:08

31:08

Join us for episode #141 where we discuss the Accounting Month-End Close Checklist. Jamie Staley discusses different techniques and strategies for handling this for various businesses. This analysis is essential in keeping accurate data and making sound financial decisions based on your business' monthly data.…

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Building Financial Intimacy with Your Partner featuring Ed Coambs 36:42

4M ago36:42

36:42

Send us a Text Message. Are money matters causing tension in your relationship? You're certainly not alone. Money is often cited as the number one reason for conflict in relationships. It's a topic that's fraught with emotion, history, and often, misunderstanding. And that’s where awesome financial professionals like Ed Coambs come in. Ed is a form…

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#140: Building Trust & Trust Compression with Rick Watson 27:59

4M ago27:59

27:59

We talk with Rick Watson in episode #140 of the Cultivating Growth Podcast. Rick is a financial expert, trusted advisor, and the Founder of the National Referral Network. He is also the author of "A Firm Worth Building: Running a Better Professional Business." Rick offers insight on building trust in sales and strategies for building a two-year rel…

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The Five Biggest Financial Mistakes Women Make featuring Dr. April Murdaugh 40:16

5M ago40:16

40:16

Send us a Text Message. Dr. April Murdaugh is a Purse Strings-approved financial advisor in Fleming Island, Florida, and the CEO of Woman to Woman Financial. Through her wealth management firm, she is dedicated to helping educate, empower, and encourage women to create and grow generational wealth. We are honored to have her on the show today to sh…

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#139: 10 More Strategic Questions for Your CFO - Part II 31:01

5M ago31:01

31:01

Join us for episode #139, part two of our "10 Strategic Questions for Your CFO" series. If you haven't already, check out episode #138 for the first five questions. In this episode, we will continue our discussion with Katina Peters about important questions for your CFO. With these five questions, you will feel more informed and at ease, maximizin…

1
HerMoney: Empowering Women’s Wealth with Jean Chatzky 25:10

5M ago25:10

25:10

Send us a Text Message. As a significant portion of wealth is anticipated to shift into the hands of women in the upcoming decades, it is more important than ever for women to be engaged in financial decisions and well-informed. It’s just as important for financial professionals to adapt and meet the unique needs of their female clients. Jean Chatz…

1
#138: 10 More Strategic Questions for Your CFO - Part I 26:27

5M ago26:27

26:27

Is your business ready for a Chief Financial Officer? Have you started your new financial journey with a professional? If so, check out episode #138 and learn some strategic questions for your CFO when meeting with them for the first time. This two-part series will provide 10 questions that can help in managing your company. Hiring a financial advi…

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Prenups, Postnups, and Financial Planning for Couples with Marilyn Chinitz 43:55

5M ago43:55

43:55

Send us a Text Message. This week on Women and Money, our guest is Marilyn Chinitz. Marilyn is a divorce attorney in New York who has been practicing law for 41 years and has extensive experience in matrimonial matters. She joins us today to help us better understand the world of prenuptial and postnuptial agreements and their importance, especiall…

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#137: Leadership Finding a Mentor in the Dental Industry with Dr. ArNelle Wright 36:06

6M ago36:06

36:06

Dr. ArNelle Wright is a true leader in the dental industry. She is a certified transformation and personal growth coach, general dentist, speaker, and mentor. In this episode, she covers the benefits of having a mentor. She also tackles how leadership classes can enhance your business and team. Additionally, she discusses the key factors for a succ…

1
#136: Navigating Payroll Transitions with Your CPA 29:14

6M ago29:14

29:14

The thought of switching your company's payroll software can cause some major anxiety. It requires patience, research, communication, and team effort. Payroll is extremely personal for a company. Your team depends on their paychecks. Getting people paid promptly and accurately with no surprises is the goal. If you've been delaying this task or need…

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Buying and Selling Businesses: Insights from a Business Broker with Matt Friscia 37:21

6M ago37:21

37:21

Send us a Text Message. Matt Friscia is the owner and manager of Transworld Business Advisors of La Grange. With over 1,800 women opening businesses every day in the U.S., we’re excited to dive into the intricacies of buying and selling a business with a seasoned business broker. As a former business owner who worked with Transworld Business Adviso…

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#135: Construction Business Growth with Ruth King 31:24

7M ago31:24

31:24

Ruth King, otherwise known as the “Profit and Wealth Guru,” joins us for this episode. She is passionate about helping small business owners get profitable and stay profitable. Today, we will learn how Ruth helps contractors take their businesses to the next level.By PJS & Co. CPAs

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The Ins and Outs of Mediation with Brian James 33:27

7M ago33:27

33:27

Send us a Text Message. We’re delighted to sit down with Brian James, a seasoned Divorce and Family Mediator based in Chicago with offices across Chicagoland and Southeastern Wisconsin. As the founder and lead mediator at C.E.L. & Associates, Brian brings over two decades of experience to his practice and has dedicated his career to helping familie…

1
#134: How to Find Your Niche in Business 29:30

7M ago29:30

29:30

In episode #134 of the podcast, we explore the secret ingredient to business success with Megan, Katina, and Amanda – unraveling the enigmatic concept of finding your niche. This skill is crucial for businesses in a busy market. It impacts their business operations, product marketing, and customer relationship management.…

1
Understanding Your Money Story with Amy Cook 29:47

7M ago29:47

29:47

Send us a Text Message. Amy Cook, MSPFP, MPAS®, CFP®, is the proud founder of Maven Lane Financial Group in San Mateo, CA. She has over 15 years of experience as a financial advisor and is no stranger to the unique financial challenges that women face. We’re so excited to have her in our Purse Strings network and on the show today to share insights…

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#133: The Newest Requirement for Business Owners 25:19

8M ago25:19

25:19

The new year is here and with it comes new filing rules for all businesses. In today's episode, we discuss the Beneficial Ownership Information (BOI) requirements and how the reporting requirements can affect you. We plan to assist our clients with these filings and will know more as additional information becomes available. We wanted to share what…

1
Taking Control of Your Financial Health with Vrinda Gupta 36:22

8M ago36:22

36:22

Send us a Text Message. We’re excited to welcome Vrinda Gupta to the show. She is the visionary founder of Sequin, a financial platform designed to empower women on their journey to financial freedom. Vrinda shares her inspiring story with us today, starting with a rejection from a credit card she helped create to founding a women's finance club th…

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True To You: Owning Your Accomplishments Authentically with Divya Parekh 32:24

8M ago32:24

32:24

Send us a Text Message. This week’s guest is a seasoned coach with a diverse background in academia, biochemistry, and corporate leadership. Today, Divya Parekh, MS, CPC, PCC, LL, helps leaders and entrepreneurs follow their dreams and take their careers to the next level. She’s here to share her insights on how women can embrace their achievements…

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From Passion to Purpose: Building Studio Elevate Fit with Sarah Hellenbrand 37:23

9M ago37:23

37:23

Send us a Text Message. Sarah Hellenbrand is a fitness enthusiast, mom, and proud founder of Studio Elevate Fit in Libertyville, Illinois. We met Sarah at a networking event where she shared her raw and inspiring journey of opening her own business. With over 1,800 women opening new businesses every day in America, and we couldn't wait to share her…

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#132: What You Should Know About Cryptocurrency 36:19

9M ago36:19

36:19

Many videos, tutorials, articles, and classes surround the crypto world, and access to information is constantly increasing. Today, we will learn from Laura Walter, a cryptocurrency CPA, about using crypto for business and personal life.By PJS & Co. CPAs

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Negotiating Your Worth In The Workplace with Jen Pestikas 26:58

9M ago26:58

26:58

Send us a Text Message. Our guest this week is the incredible Jen Pestikas, a financial services executive, leadership coach for women, and host of the podcast Brave Women at Work. We had the pleasure of meeting Jen through social media and we’re so glad that we did. She joins us today to discuss negotiating your worth in the workplace and why this…

1
#131: Culture, Productivity & Profitability 30:41

9M ago30:41

30:41

How important is company culture when the rubber meets the road? Is it a vanity term that just evokes feeling of comfort or does it impact the bottom line? Growing your company and profits, requires understanding the connection between company culture and productivity.By PJS & Co. CPAs

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Protecting Your Financial Future with Candy Wolff 45:52

10M ago45:52

45:52

Send us a Text Message. Today we are honored to sit down with Candy Wolff, CEO and President of “Irreplaceably You,” mother, widow, and author of the upcoming book, Lost and Found in Mexico: A Widow’s Road to Recovery. In our conversation, she shares the tragic story of losing her husband while on vacation in Mexico, and the financial difficulties …

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#130: Next Level Performance with Brandon Pipkin 21:51

10M ago21:51

21:51

Reaching that next level performance in your business can be draining and time consuming. Not knowing where to start or how to do it can be frustrating. Brandon Pipkin is one of America’s top leadership and sales trainers, motivators, and author. He has trained over 3,000 global leaders, over 12,000 sales professionals and has delivered over 800 in…

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Caring for Aging Parents with Confidence with Jeannie Dougherty 33:58

10M ago33:58

33:58

Send us a Text Message. Did you know that 10,000 people are turning 65 in the U.S. every day and will continue to for the next 7 years? It’s true. And that means that caregiving is something that will impact the lives of many women. Our guest today is Jeannie Dougherty, a money expert, mental fitness guide, and former caregiver. She’s here to help …

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#129: Revenue Forecasting Part II 26:54

10M ago26:54

26:54

In our previous episode, part I, we defined revenue forecasting and the components of how to revenue forecast. In the second part of revenue forecasting, we explore how to apply and use this roadmap to help your business grow.By PJS & Co. CPAs

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Transforming Your Money Mindset with Pam Richardson 39:42

11M ago39:42

39:42

Send us a Text Message. Today’s guest is a seasoned money coach who brings a wealth of personal experience, education, and a versatile toolbox of approaches to help her clients escape the cycle of financial dysfunction and build emotional health. Pam Richardson’s journey is a testament to the fact that changing a lifetime's worth of money habits is…

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#128 : Revenue Forecasting Part I 30:20

11M ago30:20

30:20

In Part I of this two-part series, we are explaining the basics of revenue forecasting. This will include understanding what revenue forecasting is and learning how to do it effectively. Forecasting revenue can be challenging as your business grows but it's important to actively participate as an owner. Partner, Katina Peters, touches on the key el…

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Tackling Debt With Confidence with Vikki Zacchilli 30:25

11M ago30:25

30:25

Send us a Text Message. Debt is a four letter word that can evoke a lot of emotions. Whether you're working to pay off student loans, recently purchased a home or are facing unexpected medical bills, debt is a part of many of our financial stories. While the word can be intimidating and even bring on feelings of guilt and shame, today's guest is he…

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#127: Finding Fulfillment & Happiness as a Business Owner with Dr. Tracy Brower 28:48

11M ago28:48

28:48

Dr. Tracy Brower is a sociologist studying work life fulfillment and happiness. She is the author of two books: The Secrets to Happiness at Work and Bring Work to Life by Bringing Life to Work. She is also a contributor for Forbes.com and Fast Company, and a Vice President of Workplace Insights with the Applied Research + Consulting group at Steelc…

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Navigating the Financial Challenges of Divorce with Jennifer Merida, CDFA 30:31

12M ago30:31

30:31

Send us a Text Message. Divorce can be a turbulent journey fraught with emotional and financial challenges. Trying to navigate the financial maze of splitting assets, dealing with taxes, cash flow, and retirement implications can be incredibly overwhelming. That’s why we want to introduce you to Jennifer Merida, a Certified Divorce Financial Analys…

1
#126: Psychology of Tenacity as a Business Owner 27:51

12M ago27:51

27:51

There are many skills and traits that go into forming a successful business owner, tenacity being one of them. Tenacity is not only something deemed solely for the business realm but in personal life as well. Dive into tips that go behind the psychology of tenacity and grit in business and how improve mental toughness.…

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#125: Leadership & Professional Development with Don Schmincke 24:21

1y ago24:21

24:21

Don Schminke, formerly a researcher at MIT and John Hopkins Institute, who is now a consultant for organizational strategic development. Don has taught 30,000 CEOs to reach their full potential and guide their companies to success. He delivers his methods with science and research data he has discovered over years of schooling and expeditions.…

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Women's Rise in the Financial Industry with Amy Salo 33:09

1y ago33:09

33:09

Send us a Text Message. Join us as we sit down with Amy Salo, CFP®, CAP®, CExP™, a passionate advocate for increasing female representation in the financial industry. Despite the immense potential for women in finance, only 17% of financial advisors and planners are currently women. Amy is on a mission to change this landscape. Through her vision, …

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#124: Giving & Receiving Feedback to Take Your Leadership to the Next Level 33:04

1y ago33:04

33:04

Giving and receiving feedback in the workplace can take your team and leadership to the next level, improve self-awareness, and lead to business growth. Providing feedback regularly and directly is a big contributor to effectively making changes within your organization. It can be difficult and uncomfortable, but communication is crucial to evolvin…

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Finding Financial Strength In Widowhood with Donna Kendrick 29:52

1y ago29:52

29:52

Send us a Text Message. Join us for a powerful conversation with Donna Kendrick, a certified financial professional with Sefton Financial, certified divorce financial analyst, and author of the book “A Guide To Widowhood: Navigating The First Three Years.” Donna's passion lies in supporting widows through their financial journey. Having personally …

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