show episodes
 
Are you ready to break free of what's holding you back and live life on your terms? Wealth, success and freedom are your birthright, and when you change your mindset, everything changes. You were born with greatness and you have the ability to achieve anything you put your mind to. What's stopping you is the limiting beliefs, fears and doubts that are embedded in your subconscious mind. You can change that starting today.
 
The Tao of Self Confidence is a podcast created for you, the woman who is on her inner journey to self confidence no matter what stage you are at. If you are looking for inspirational stories and advice during your daily commute, workout or just "me" time, Sheena Yap Chan delivers the goods. Each episode brings you an amazing woman who shares her journey: her life before the discovery, the "AHA" moment, life after her discovery and the advice she gives to the listener that she can apply in h ...
 
Understanding money isn’t about being rich or getting rich quick, it is about independence and freedom of choice. You are not alone as you struggle with being the perfect wife, mother, daughter, daughter-in-law, and all the other traditional roles assigned to us by our cultures. These pressures can feel overwhelming, and when we add the demands of a career on top of it all, many women choose to pass on dealing with money issues until they are forced to. And that is not the best time to learn ...
 
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show series
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today's conversation features Marguerita Cheng, CFP®, RICP® whose expertise includes helping entrepreneurs and high net worth individuals protect their wealth and plan for retirement. Today's episode is a…
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today's conversation features Jerry V. Hall, a digital asset expert and cryptocurrency advocate, who shares his opinion on decentralized finance, the implications on traditional finance services, and new …
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today's conversation features Dr. Mary Bell Carlson, whose expertise includes being a financial behavior expert and well-known speaker and author. She has worked in both the military and government sector…
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today's conversation features Anabel Diaz, CFP®, MSFP who is a CERTIFIED FINANCIAL PLANNER™ professional who holds a BA in Economics from UC Santa Cruz and a Master of Science in Financial Planning from G…
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Do you know anyone that’s worked with Sir Elton John or Elon Musk, sent people down to see the wreck of the Titanic on the sea bed or closed museums in Florence for a private dinner party and then had And…
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today's conversation features Jessica Medina who went from being a lawyer practicing family law for a big firm to being a financial coach who wants to help lawyers see the light of day and how she learned…
 
Welcome to Episode 31 of the Conversations for Financial Professionals. In the episode, Carl talks about why a “thinking-approach” to delivering financial advice is more important than ever. He also covers some of his views on technology and how it will shape financial services over the next five years. In addition, we talk about what you can do no…
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. In this episode, Chloe Moore and Lisa Rosa and I discuss having more diversity inside of financial services. So if you want to understand how financial services is affected by underrepresentation of certa…
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Eliseo Way. Eliseo you are an independent insurance and annuities broker licensed in several states. You are also a content creator with a YouTube channel that talks mainly about Content Cre…
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Luis Rosa. Luis is the founder of Build a Better Financial Future LLC. He immigrated from the Dominican Republic at age 11 and grew up in New York City where he noticed the lack of financial…
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Mike Michalowicz. Mike, you are the creator of Profit First, which is used by hundreds of thousands of companies across the globe to drive profit. By your 35th birthday, you had founded and …
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Stacy Livingstone-Hoyte. Stacy you are the f…
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Lawrence Smith. Lawrence, you are the President of ELS Vision Wealth Management. You bring a passion for helping people reach their future wealth goals and work with Employer-Sponsored Retir…
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.Today we have Andrea Koppel.Andrea is the Founder and CEO of the College2Career Academy which helps college students and grad students, of all ages, fast track their job search and build actionable game pl…
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Brian Moran. Brian brings over thirty years of expertise as a CEO, corporate executive, entrepreneur, consultant, and coach--with career stops at Fortune 500 names such as UPS, PepsiCo, and …
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Shannah Compton Game. ("shaw'-nuh") Shannah you are a money wellness expert, CERTIFIED FINANCIAL PLANNER™ professional with an MBA, and on a mission to revolutionize how people think, act, a…
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Kevin Lozer, CFP®. Kevin, you are co-founder of Holistiplan and have been a CFP professional and financial planner for 12 years. Before creating Holistiplan with your co-founder Roger Pine, …
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Annalee Kruger. Annalee you have devoted your entire career to seniors and their families. It all started by helping care for your grandparents when you were young. Then you were an Activiti…
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Nancy Langdon Jones. Nancy has been a panelist for the Los Angeles Times’ Investment Strategies Conference, was named one of the “Most Influential People in the Profession” by readers of Fin…
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Patrick Mahoney and Skip Schweiss. Patrick D. Mahoney is the CEO of the Financial Planning Association, experienced business leader and strategist with a background across diverse organizati…
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Janelle Orion. Janelle brings 15 years in marketing strategy and coaching to the conversation. Her company Shine Bright Marketing helps businesses gain valuable information from their market…
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Chris Stanley. Chris is the Founding Principal of Beach Street Legal LLC, a law practice and compliance consultancy for investment advisers and financial planners. He brings expertise in leg…
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Miles Beckler. Miles is a digital entrepreneur on a mission to help individuals unlock the abundance and lifestyle freedom possible through internet marketing and entrepreneurship. He brings…
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Dr. Annie Emprima-Martin. Annie is the owner of One.Emprima (https://oneemprima.com/) where she teaches people how to recognize cognitive dissonance and conflict within the body so they can …
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Teri Ijeoma. Teri is the founder of Trade and Travel where her flagship "Trade and Travel" trading course teaches people how to invest for what is important to them. She now has over 1000 st…
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today’s guest is Deanda Wilson. Deanda is a financial planning analyst in the Philadelphia area. Prior to her career in financial services she served as a Portfolio Management Specialist at the US Dept of…
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Phil Jones. Phil, you are a best-selling author of titles like Exactly What to Say, Exactly How to Sell, and Exactly Where to Start. You are also the youngest recipient of the "British Excel…
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. I hope that you have enjoyed Season 1. I am really excited about Season 2 and what we have in store for you. During this bonus episode, I am going to recap everything from Season 1, including a one-word t…
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Andy Andrews. Andy is the author of more than 25 books that have been translated into more than 40 languages among those are several New York Times bestsellers including "The Traveler's Gift…
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Jacqueline Schadeck. Jacqueline, you are a Certified Financial Planner and Accredited Wealth Management Advisor currently practicing in Atlanta, GA at Sherrill, & Hutchins Financial Advisory…
 
Today we have Rob Bertman. Rob holds both the coveted CFA and CFP® designations and is a University of Michigan alum. As a senior consultant for Student Loan Planner, he helps borrowers rid themselves of student loan debt. Rob is also a Family Budget Expert helping parents find the extra money in their budget to reach their financial goals. Today w…
 
Show Notes: Today’s conversation is with Ana Trujillo Limon. Ana has worked in the communications and media industry for more than a decade. First as a reporter and now as editor-in-chief for the Financial Planning Association’s publications, including the APEX Award-winning Journal of Financial Planning and the FPA Next Generation Planner and Prac…
 
Show Notes In today’s conversation we have Dr. Brad Klontz. Brad helps people master the psychology of wealth and live a life of abundance. He’s also managing principal at Your Mental Wealth Advisors™, Co-Founder of the Financial Psychology Institute™, and Associate Professor of Practice at Creighton University Heider College of Business. Dr. Klont…
 
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Gary Clement. Gary is President of Clement Asset Management, LLC, a financial planning and investment management firm, a lead instructor in the Kaplan Schweser Certified Financial Planning P…
 
In today’s conversation, we have Neil Patel. Neil is a New York Times Bestselling author. The Wall Street Journal has called him a top influencer on the web. Forbes dubbed him one of the top 10 marketers, and Entrepreneur Magazine stated that he created one of the 100 most brilliant companies. He was recognized as a top 100 entrepreneur under the a…
 
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