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Ready to take charge of your financial future? Coffee & Coin is your go-to resource for financial education and honest money conversations that women don’t get anywhere else. Allegra Moet Brantly is the Founder & CEO of Factora, a company on a mission to lead 1 million women to $1 million in net worth. Her specialty? Breaking down complex personal finance and investing topics into easy-to-understand, actionable strategies. Tune in to learn how to put your money to work and reach financial fr ...
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Description: Sometimes not getting what you want paves the way to a better story. Niki Leondakis is the CEO of the largest yoga studio brand in the US, and her journey has been characterized by learning from challenges time and time again. She joins us to share how she has found opportunity in adversity, honed her listening skills as a leader, and …
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Have you ever been told "No" when negotiating your salary? In this episode, Joy M shares her creative negotiation tactics, how she went from being a "saver" to being an "investor", and her biggest takeaways from joining the Wealth Circle. Plus, you'll get to hear the fun story about her incredible dog that walks itself! LISTEN TO LEARN: 01:30 Tread…
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Description: In this episode of Stairway to CEO, you’ll learn all about Puneet Mehta's captivating entrepreneurial journey, from his upbringing in India and fulfilling his childhood dream of living in Silicon Valley to spearheading AI advancements at Netomi. He tells us how his parents inspired him to embrace daunting challenges, what he learned fr…
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Description: What does it look like to bring innovation to a static industry? A lifelong love for entrepreneurship and the food and beverage industry led Ben Lewis to take a massive risk to disrupt the baby food industry, and with $90 million raised to date, it certainly paid off! In this episode of Stairway to CEO, Ben shares the story of continui…
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Are you facing unemployment and racking up debts because of it? Do you feel like you're not moving fast enough towards your financial goals? In this episode, Shelly G. opens up about her turbulent 10-month-long unemployment journey and how she came out the other side. Although she accumulated almost $40,000 worth of debt, she has already made headw…
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Want to get your kids more interested in investing but don't know where to start? In today's episode, Allegra is joined by Erika S., who has been talking to her kids about money since they were in the crib. Fast-forward 16 years, and her oldest has just opened a HYSA and is well on her way to a million-dollar net worth! Erika S. lays out her strate…
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Are you planning a wedding and looking for cost-saving strategies? Unsure of how to talk to your partner about finances? In this episode, Chris P. shares her personal take on wedding planning with her partner, focusing on how they’re designing a celebration that not only honors their values, but also respects their financial goals. Chris also opens…
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Description: Today, Hudson Davis-Ross joins the show to share about Co-Founding a mission-driven company that truly helps people with their health needs. From being diagnosed with ADHD in middle school to undergoing spinal surgery, Hudson has faced his fair share of health challenges. Tune in to learn all about his captivating entrepreneurial journ…
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Have you been curious about the Wealth Circle but have yet to pull the trigger? Now's your chance! In this episode, Allegra unveils exciting changes to the Wealth Circle, including a new self-paced course format. This format offers you more flexibility to learn at your own pace, ensuring you get the most out of your wealth-building journey. RESOURC…
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Want to pay off your mortgage in 10 years instead of 30? In this episode, Sarah B.L. shares the nitty-gritty details of how she paid off 25% of her mortgage in just two years—and how she's on track to pay off her 30-year mortgage in just 10 years. She explains why this decision was the right choice for her family, the difference between good debt a…
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Description: Joining the show today is Allegra Moet Brantley, the Founder and CEO of Factora. This women-led personal finances company is on a mission to lead one million women to $1 million in wealth. Today she shares her journey from building her first company to becoming a salary negotiation coach to leading partnerships and marketing at Financi…
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Did you know that you have until April 15th, 2024, to contribute to your 2023 IRA? If you haven't maxed yours out yet, this episode will share everything you need to know about making the most out of your IRA. Allegra and Whitney explain everything you need to know about the difference between Roth and Traditional IRAs, the restrictions on contribu…
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Feeling lost in the maze of financial tools and platforms? Curious about how others structure their finances for success?" In this episode, Tay and Allegra reveal the ins and outs of their finance game, sharing the ins and outs of their account setups and the nifty tools that keep them sharp. From daily checks to annual overhauls, you'll discover h…
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Are you hesitant about mixing business with friendship? Waiting to find your forever partner before purchasing a home? In this episode, serial real estate investor Stef shares her journey of blending business with pleasure and harnessing the power of partnership to grow her real estate portfolio to an impressive 19 properties! Whether considering i…
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Curious about what it takes to start your own side hustle or invest in startups? Are you ready to unlock the secret to building a seven-figure net worth? In this episode, we're sharing a recording from our January Community Event, where three Wealth Circle graduates joined Allegra to share their transformative journeys and strategies, including a r…
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Is it ever too late to start investing? Can understanding your 401k really make a difference in your financial future? In this episode of Coffee and Coin, our Founder & CEO Allegra breaks down how she built a million-dollar net worth in less than 5 years while making $75K/year. (And guess what? Factora's 2024 Wealth Circle is your ticket to do the …
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Ever felt overwhelmed by the idea of stock market investing? In this episode of Coffee & Coin, Allegra and Whitney dive deep into the world of stock market investing. They explore why waiting to invest can be a costly mistake, break down the mechanics of market cycles, and discuss how dollar-cost averaging can transform your investment strategy. Le…
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Ever wondered how to grow your net worth while juggling multiple roles? Join us in this inspiring episode of Coffee & Coin where Liz B shares her incredible journey as a small business owner and creator. She went from balancing three part-time jobs to doubling her business revenue in just one year. Liz’s story is a testament to the power of financi…
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Description: Mary van Praag joins us today to talk about how she became Global CEO of Milani Cosmetics, a 20-year-old company built on the belief that everyone should have the opportunity to own and enjoy luxury beauty. From her entrepreneurial pursuits in high school to her first CEO role at Perricone MD, Mary tells us about her remarkable career …
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Description: Today’s guest fell into entrepreneurship when she started to create experiences with her own needs in mind. Julie Rice is the Co-Founder and CEO of Peoplehood, where she facilitates deep conversation and connection to develop ‘relationship fitness’. During this episode, she shares her childhood passion for theatre, talks about the star…
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Are you working to increase your net worth in 2024? Tune in to this eye-opening episode, where we delve into Cris V's inspiring journey from having a negative net worth to building substantial wealth. Cris shares her candid experiences in navigating the tech world, making calculated risks in real estate, and the life-changing impact of the student …
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Description: Nathan Kondamuri didn’t know that he wanted to start a business until the pieces fell together, and he co-founded the highly customizable Pair Eyewear, where he now acts as CEO. He joins us today to share the story of how his little brother inspired him to start Pair, how he scaled his customer experience team to over 100 members, and …
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Description: Joining us today to share her entrepreneurial story is Courtney Toll, co-founder and CEO of Nori, an innovative company in the ironing and steaming market. Tuning in, you’ll hear about her remarkable journey, from coming up with the idea for Nori (which is iron spelled backward!) in her cramped New York apartment to raising money in th…
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In this episode, we're tackling crucial topics like the gender pay gap, the realities of salary negotiation, and the impact of maternity leave on women's earnings. Plus, we're diving into the 2024 tax bracket changes and how they affect your wealth-building journey. Whether you're navigating salary negotiations or optimizing your tax strategy, this…
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Description: Joining the show today is Fiona Chan, the Founder and CEO of Youthforia, a beauty brand creating innovative makeup that acts as a part of your skincare routine. Join us as she shares her story of starting a business during the pandemic, self-funding before finding Shark Tank support, and much more! Exclusive Deals from Our Sponsors: AW…
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Description: As an entrepreneur, it can be tempting to try to master every aspect of the business, but today’s guest is proof that playing to your strengths and finding a partner with complementary skills is a winning formula. Jake Karls is the Co-Founder and Chief Rainmaker of Mid-Day Squares, a chocolate company geared to revolutionizing the snac…
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Welcome to another episode of Coffee & Coin, where we're on a mission to lead 1 million women to $1 million in net worth! Join Allegra and Whitney as they explore the intricacies of HSAs and share valuable insights on leveraging these accounts for significant tax savings and investment opportunities. Whether you're a seasoned investor or just start…
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Description: From completing an undergrad at Harvard to becoming a K-Pop sensation in Korea to founding and formulating his very own skincare line, Paul Baek’s journey has been nothing short of extraordinary. In this episode, we delve into the unexpected twists of Paul's life, discussing his courageous decision to break away from the norm and forge…
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Description: Samantha Coxe is the Founder and CEO of Flaus, a dental hygiene product revolutionizing floss as we know it. She joins us to share her story, from growing up as an Irish Twin in Orange County to creating such an innovative product, and the challenges she faced along the way, with manufacturing, investment, product development, and more…
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Ever wondered how joining a wealth circle could transform your financial journey? Curious about the real-life impact of intentional investing? On this episode of Net Worth Diaries, Sarah P. takes us on a captivating journey from low-paying non-profit jobs to doubling her salary and investing rate. As a facilitator in the Wealth Circle, she delves i…
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Description: Today, Lee sits down with Kate Flynn, Co-Founder and CEO of Sun & Swell Foods. In this episode, Kate shares her inspiring story of making her sustainable snack brand plastic-free and creating a company that is a force for good (as well as good food). Tuning in, you’ll also find out what Kate wanted to be when she grew up, the tough les…
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Description: Joining us today is Jesslyn Rollins, the dynamic CEO of BIOLYTE®, the world's first IV in a bottle. In groundbreaking fashion, BIOLYTE® boasts 6.5 times the electrolytes of traditional sports drinks while containing only a third of the sugar you’d normally ingest. With humor and candor, Jesslyn discusses her journey from an imaginative…
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Are you dreaming of early retirement and financial freedom? Wondering how to calculate the magic number that can make your dreams a reality? In this episode, Whitney and Allegra demystify the 4% rule, explore various asset classes for generating passive income in retirement, and craft a clear roadmap for you to seize control of your financial futur…
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Description: Today on Stairway to CEO, Miki Agrawal, Founder of TUSHY, speaks passionately about her adventures in life and entrepreneurship, from her multicultural upbringing as an identical twin in Montreal, Canada, to playing soccer for the New York Magic to inventing products in taboo categories and creatively launching, marketing, and scaling …
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