Jennifer Rayner’s journey has been marked by personal challenges, including caring for her mother with dementia and raising teenage children, shaping her unique perspective on the emotional elements of money management. During the COVID-19 pandemic, Jennifer reassessed her career and personal identity, discovering her true passion lay in integratin…

Ever wondered how one can pivot from a life-altering trauma to newfound strength and purpose? Join us for an emotionally charged episode of "Step Into the Pivot" as we welcome Liam Polonijo, who bravely shares his story of resilience following a devastating car accident. This event not only left him with chronic back pain but also threw him into th…

What does it take to transition from working at a Registered Investment Advisory firm to founding your own consultancy and law practice? From navigating a difficult business partnership to launching her consultancy with a single client during a global pandemic, Bonnie reveals her passion for transforming the retirement plan industry and her determi…

Can rest be the ultimate productivity hack? This week on "Step Into the Pivot," we confront the exhausting culture of perpetual busyness and advocate for the revolutionary concept of "rest and receive." Teresa opens up about her conference-induced fatigue, setting the stage for a candid discussion with Ivana. Ivana takes us deeper into the necessit…

When faced with life's toughest challenges, how do we find the strength to press forward? This week, we're joined by Kim Ryan, a beacon of resilience, whose story of loss and empowerment offers a guiding light. With a career spanning 25 years in the financial services industry, Kim opens up about the seismic shift her life took following her father…

Ever wondered how to champion work-life harmony without sacrificing career success? Kristie Hill, a wealth management advisor from Northwestern Mutual, graces us with her compelling narrative of redefining the traditional work schedule to embrace the fullness of family life. Her courageous steps towards establishing a flexible work environment serv…

As we wade through the waters of professional evolution and personal growth, Mel Doman joins us with a tale that transforms the way we think about mental health in the workplace. Stepping out from the traditional role of a clinical mental health therapist, Mel charts her foray into the world of organizational psychology—a move born from the convict…

Have you ever felt the weight of expectation pressing down on you, shaping your every move? Alice Tang, a trailblazing financial advisor, joins us to unravel the complexities of a life built under the ambitious eye of a 'tiger mother.' In a candid and inspiring session, Alice recounts her personal evolution from the youngest female manager at her f…

Emerging from the depths of despair and the confines of a monastery, JR brings us a tale of raw human resilience that will leave you both moved and enlightened. His journey, marked by intense struggles with mental health and the daunting task of redefining his identity, unfolds in our latest episode, offering a rare glimpse into the transformative …

Anna Maria Ponzi is the former owner and past president of Ponzi Vineyards in Oregon’s Willamette Valley. She helped plant its original vines, worked on the bottling line, hosted guests in the tasting room and has made countless national and international sales calls. Maria Ponzi has served the state’s wine industry in myriad ways, including servin…

In this episode, Theresa and Ivana discussed: Four research-backed strategies to prevent and manage burnout The physical, emotional, and mental symptoms of burnout and the importance of addressing them Tips on how to have quality self-care Helping others and yourself overcome burnout Key Takeaways: According to Johns Hopkins, the four things that w…

Nick Demos is a Tony Award-winning Broadway producer, documentary filmmaker, host of The Creative Soulpreneur podcast, and story and speaking coach. With over thirty years in the entertainment industry, he has traveled from the Tony Awards to ashrams and run a multi-million dollar business in between. Nick works with entrepreneurs and experts to us…

Kelly Majdan is an author, speaker, and wellness advisor who encourages others to tap into their POWER to craft a life of well-being, longevity, and financial stability. Her approach guides you in developing a wellness strategy that maximizes your time, money, and resources, so you can achieve the healthy lifestyle you desire without breaking the b…

Emily Rassam is the Senior Financial Planner for Archer Investment Management. She has a true passion for helping clients make sense of their financial lives and develop clear plans to achieve their goals. Before Archer Investment Management, Emily spent 14 years at investment firms in New York and North Carolina working with families, executives, …

Andrea was introduced to retirement plans through growth and acquisition at her first job out of college at US Bank. She holds a Finance degree from Minnesota State University - Moorhead. Andrea’s industry knowledge prospered with 17 years in varying roles focused on service at The Standard. Moving from a recordkeeper to a broker/dealer with two ye…

In this episode, Theresa and Ivana discussed: The rhythm of pivots A journey of growth Giving yourself unconditional love Going up an upward spiral Key Takeaways: Splatting can happen in every pivot and in those moments, you’ll have to pick yourself back up and get moving. Gratitude is powerful and it can get you through the feeling of discomfort a…

In this episode, Theresa and Ivana discussed: The value of self-awareness The power of vulnerability Don’t keep your story silent How your story can impact others Key Takeaways: Self-awareness and emotional intelligence are valuable not only for your own personal growth but also for your career. Being vulnerable to others requires one to step out i…

Welcome to Step into the Pivot where your hosts Ivana and Theresa talk to people just like you. We will have honest conversations with our guests about issues they have faced, how they had to pivot to address them and lessons learned that you can apply to your life. Connect with Ivana & Theresa: Ivana’s LinkedIn: https://www.linkedin.com/in/ivipol/…