Step Into The Pivot podcast

#Careers #Society #Business #Podcasting Education #Self-Improvement #Theresa Conti & Ivana Ivana Polonijo #Ivana Polonijo #Theresa Conti

35:56

In this premiere episode of "The God Hook," host Carol Costello introduces the chilling story of Richard Beasley, infamously known as the Ohio Craigslist Killer. In previously unreleased jailhouse recordings, Beasley portrays himself as a devout Christian, concealing his manipulative and predatory behavior. As the story unfolds, it becomes clear that Beasley's deceitfulness extends beyond the victims he buried in shallow graves. Listen to the preview of a bonus conversation between Carol and Emily available after the episode. Additional info at carolcostellopresents.com . Do you have questions about this series? Submit them for future Q&A episodes . Subscribe to our YouTube channel to see additional videos, photos, and conversations. For early and ad-free episodes and exclusive bonus content, subscribe to the podcast via Supporting Cast or Apple Podcasts. EPISODE CREDITS Host - Carol Costello Co-Host - Emily Pelphrey Producer - Chris Aiola Sound Design & Mixing - Lochlainn Harte Mixing Supervisor - Sean Rule-Hoffman Production Director - Brigid Coyne Executive Producer - Gerardo Orlando Original Music - Timothy Law Snyder SPECIAL THANKS Kevin Huffman Zoe Louisa Lewis GUESTS Doug Oplinger - Former Managing Editor of the Akron Beacon Journal Volkan Topalli - Professor of Criminal Justice and Criminology Amir Hussain - Professor of Theological Studies Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://evergreenpodcasts.supportingcast.fm…

Step into the Pivot

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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.

52 episodes

Step into the Pivot

updated 14 days ago

Series home•Feed

52 episodes

#Careers #Society #Business #Podcasting Education #Self-Improvement #Theresa Conti & Ivana Ivana Polonijo #Ivana Polonijo #Theresa Conti

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Step into the Pivot

1
Toya Gavin: Waking Up Worthy 31:53

14 days ago31:53

31:53

What would happen if you woke up tomorrow fundamentally believing in your worthiness, regardless of your accomplishments? This question lies at the heart of our conversation with transformational leadership coach Toya Gavin, whose journey from burnt-out prosecutor to authentic coach reveals profound lessons about reclaiming our true selves. Toya shares the vulnerable moment when she publicly admitted her burnout and depression to thousands of fellow attorneys, expecting little response. Instead, she received an outpour from others suffering silently with similar struggles. This act of courage not only launched her coaching practice but demonstrated the transformative power of vulnerability. At the core of Toya's philosophy is "Woke Up Worthy", the revolutionary idea that our worth isn't tied to achievements or others' approval. This perspective offers liberation especially for women and people of color who often feel they must be perfect and never falter. As Toya explains, "We're expected to be these perfect things where nothing goes wrong and we never make mistakes...but for women and people of color, we don't get the room to try and see what we can create." Guest Bio: Toya Gavin is an attorney, coach, and founder of Woke Up Worthy . At Woke Up Worthy, Toya helps women of color stop chasing degrees so they can start going after the life they want. Toya is an ICF-certified coach and holds a Juris Doctorate from the George Washington University Law School and a Bachelor of Science in Industrial Engineering from Rutgers University. She also is licensed to practice law in New York and New Jersey. Toya's work as a coach is informed by numerous teachers, authors, artists, and practitioners, both personal and professional, including her sisters, aunts, husband, and mother. Connect with Toya: Website , LinkedIn , Instagram , Substack Connect with Theresa and Ivana: Theresa , True Strategy Consultants: tsc-consultants.com LinkedIn @treeconti , Insta @tscconsultants Ivana , Courageous Being: courageousbeing.com LinkedIn @ivipol , Insta @courbeing SITP team , Step Into The Pivot: stepintothepivot.com LinkedIn @step-into-the-pivot , YouTube @StepIntoThePivot…

Step into the Pivot

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Melissa Terito: Leadership Lessons - Classroom to Boardroom 28:13

28 days ago28:13

28:13

Step into the remarkable journey of Melissa Terito, a dynamic guest who transitioned from a fulfilling teaching career to become a partner at a top CPA firm. In this episode, we explore how she navigated her career pivot, embracing the internal nudges that drove her towards a new path in accounting. With a deep appreciation for the skills acquired through her teaching background, Melissa discusses the unique ability to translate complex ideas into relatable concepts, a skill that serves her well in the financial industry. Listen as she shares candid insights on the fears and challenges associated with her transitions, from how mentorship played a crucial role in her development to her newfound leadership aspirations. As she reflects on the importance of resilience, discipline, and physical well-being, Melissa inspires us to not only seek personal growth but to also mentor those who follow us. Join this engaging conversation, highlighting how embracing changes can lead to significant personal and professional fulfillment. Don’t forget to subscribe, leave a review, and share your own pivot stories with us! Guest Bio: It all begins with an idea. Melissa, or Missy to her friends and family, is the woman with all the ideas. Melissa attended Louisiana State University and graduated in 2005 with a degree in Education. After four years of teaching high school math, she returned to LSU part-time to see if she would enjoy the accounting profession. Something about it stuck and she resigned from teaching. She was hired at Faulk & Winkler as an intern in the pension department, completed the courses to sit for the CPA exam, and received her CPA designation in 2012. Melissa’s brief career in the classroom was invaluable in positioning her to be a mentor in the CPA profession as well as giving her the communication skills to build strong relationships with clients and colleagues. In 2020, Melissa started a podcast – Louisiana Ladies – wherein she speaks to local (mostly) female members of the Baton Rouge community. Many are entrepreneurs, some are domestic engineers, all are inspiring. She chats with them about their story, it is lighthearted and fun, and has a steady following with over 20k downloads. In 2022, Melissa began her public speaking debut about Boundaries in the Workplace, something she is very passionate about, and has curated perfectly over the years. Melissa resides in Baton Rouge with her husband Patrick and their two dogs. They appreciate the local culture and flavor of the city, especially the culinary offerings. Away from the office, she enjoys reading, riding her Peloton, playing pickleball, traveling, and spending time with her five adorable nephews. Connect with Melissa: Website , LinkedIn Connect with Theresa and Ivana: Theresa , True Strategy Consultants: tsc-consultants.com LinkedIn @treeconti , Insta @tscconsultants Ivana , Courageous Being: courageousbeing.com LinkedIn @ivipol , Insta @courbeing SITP team , Step Into The Pivot: stepintothepivot.com LinkedIn @step-into-the-pivot , YouTube @StepIntoThePivot…

Step into the Pivot

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Margie Warrell: Closing the Courage Gap 33:47

6 weeks ago33:47

33:47

This episode covers sensitive topics. Listener discretion is advised. Please prioritize your well-being while listening. What would you do if you had more courage? This question sits at the heart of our illuminating conversation with Dr. Margie Warrell, global thought leader on brave leadership and author of "The Courage Gap." The courage gap affects us all, but particularly women. We explore how imposter syndrome manifests as underestimating our abilities while overestimating dangers. As Margie powerfully states, "We shouldn't be trying to prove our worth. We need to just own our worth." This simple shift in perspective can liberate us to pursue meaningful goals with confidence rather than doubt. Through vulnerable personal stories, including surviving an armed robbery, Margie demonstrates her transformative "Three Ps" approach to reframing difficult situations. By choosing narratives that make us feel more Powerful, Positive, and Purposeful, we can create generative stories that shape our future rather than keeping us stuck. "You create your stories. But your stories then create you," she explains, offering practical wisdom for catching and redirecting unhelpful narratives. By giving ourselves permission to be imperfect, whether as parents, professionals, or creators—we open doors to experiences and growth we might otherwise miss. What pivot might be revealing your path today? Listen in and discover how embracing courage in the face of uncertainty can transform your life's journey. Guest Bio: Dr. Margie Warrell is a globally recognized expert in leadership and human behavior, renowned for her ability to help leaders and organizations unlock untapped potential by countering the underlying dynamics that inhibit bold thinking, decisive action, and transformative growth. A passionate advocate for advancing women in leadership, Margie has contributed to government roundtables, spearheaded initiatives to elevate more women to decision-making roles, and co-led Korn Ferry’s Power of All program during her tenure as a Senior Partner in their CEO & Enterprise Leadership Institute. Margie’s latest book, The Courage Gap (Jan ‘25), distills her decades of research and experience, providing a roadmap for closing the gap between potential and performance. Based in Alexandria, Virginia, Margie balances her professional endeavors with her love of adventure. A lifelong hiker and aspiring barista, she finds inspiration scaling mountains, including summiting Mt. Kilimanjaro with her husband and four children. Connect with Margie: Website , LinkedIn Connect with Theresa and Ivana: Theresa , True Strategy Consultants: tsc-consultants.com LinkedIn @treeconti , Insta @tscconsultants Ivana , Courageous Being: courageousbeing.com LinkedIn @ivipol , Insta @courbeing SITP team , Step Into The Pivot: stepintothepivot.com LinkedIn @step-into-the-pivot , YouTube @StepIntoThePivot…

Step into the Pivot

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Morgan Rysdon: From Pain and Loss to Comfort and Confidence 30:28

8 weeks ago30:28

30:28

In this episode, we welcome the insightful Morgan Rysdon, who shares her inspiring journey of healing through trauma, loss, and the practice of the Alexander Technique. Morgan reflects on pivotal moments that shaped her, including her childhood experiences and the heartbreaking loss of her brother, leading her to embrace a path of resilience and choice. Amidst profound sadness, Morgan discovered the Alexander Technique, which transformed her relationship with her body and mind. This approach emphasizes awareness and posture as tools for healing, enabling individuals to reconnect with themselves. We explore how Morgan’s experiences led her to understand that true healing begins within and the importance of making conscious choices in life. Throughout the episode, she emphasizes the power of curiosity over judgment and the necessity of seeking movement, comfort, and joy in our everyday routines. Join us for this insightful conversation, where Morgan’s wisdom will resonate deeply, inspiring you to reflect on your own choices and journey toward living fully. Don’t forget to share your thoughts and experiences with us. How are you stepping into your own pivots? Guest Bio: Morgan Rysdon is a nationally certified Alexander Technique teacher and speaker. In 2013, she created Center Studio to help others improve their quality of life through increased awareness and mindfulness. Since then, she’s gone on to teach her work nationally and internationally, helping individuals elevate their performances in the workspace and recover from chronic pain, injury, stress, and anxiety. Committed to helping others, Morgan teaches workshops, introductory classes and works 1:1 with a focus on building self-awareness, self-confidence, and poise through improving the overall function of an individual’s mind, body, breath, and voice. Connect with Morgan: Website , YouTube , Instagram Connect with Theresa and Ivana: Theresa , True Strategy Consultants: tsc-consultants.com LinkedIn @treeconti , Insta @tscconsultants Ivana , Courageous Being: courageousbeing.com LinkedIn @ivipol , Insta @courbeing SITP team , Step Into The Pivot: stepintothepivot.com LinkedIn @step-into-the-pivot , YouTube @StepIntoThePivot…

Step into the Pivot

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Chase Sterling: It's Your Choice to Change 34:57

10 weeks ago34:57

34:57

Have you ever felt like life threw you a 40-pound bag of lemons? Join us as we welcome Chase Sterling, an Army veteran, who shares her incredible journey of resilience through life's unexpected turns. From navigating a challenging childhood in an abusive adoptive home to her courageous decision for early emancipation at 17, Chase's story is a testament to strength and adaptability. Her journey continues with the founding of the Wellbeing Think Tank, a nonprofit organization dedicated to enhancing workplace environments. By sharing the evolution of her consulting practice, Chase emphasizes the importance of community and collaboration in fostering well-being. With monthly events that promote knowledge-sharing and interdisciplinary strategies, Wellbeing Think Tank aims to create uplifting environments that positively influence both personal and societal well-being. Through Chase's personal evolution and her blog "Evolution of Chase," we uncover nuggets of wisdom and reflect on the necessity of adapting to change, inspiring listeners to embrace resilience and become better versions of themselves. Guest Bio: Chase Sterling is an Army veteran having served from 1998 - 2005, both on Active duty and in the Reserves. She was an 88M and left the military as an E5. After transitioning from the military, Chase has dedicated her career to improving both individual and organizational wellbeing. With over 20 years of experience, Chase brings passion combined with evidence-based expertise. Dedicated to the mission of improving workplaces, Chase founded Wellbeing Think Tank which provides free educational events on workplace wellbeing. Additionally, Chase partners with organizations to drive employee engagement at HHP Cultures. She has held leadership, consultant and educator roles at a variety of organizations including Cigna, Wounded Warrior Project, Google and Sinclair Community College. Chase holds a BS in Exercise Science and Health Psychology and an MA in Industrial/Organizational Psychology with a concentration in Occupational Health Psychology. She holds numerous certifications related to health and wellbeing including Certified Wellness Practitioner, Mental Health Ally, DEI in the Workplace, and is a Certified Personal Trainer. Additionally. Chase has been published in the The American Journal of Health Promotion and serves on PAPREN, the Physical Activity Policy Research and Evaluation Network Worksite work group. Chase currently resides in Portland, Oregon with her rescue cat Fizzgig. Connect with Chase: LinkedIn Connect with Theresa and Ivana: Theresa , True Strategy Consultants: tsc-consultants.com LinkedIn @treeconti , Insta @tscconsultants Ivana , Courageous Being: courageousbeing.com LinkedIn @ivipol , Insta @courbeing SITP team , Step Into The Pivot: stepintothepivot.com LinkedIn @step-into-the-pivot , YouTube @StepIntoThePivot…

Step into the Pivot

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Kathleen Henderson: Romantic Love and the Bond We Crave 31:05

12 weeks ago31:05

31:05

Ever wonder what makes love last? This Valentine's Day, we’re thrilled to have Canadian psychologist Kathleen Henderson with us to unravel the mystery of successful relationships. Kathleen shares how addressing individual issues within the framework of couples therapy can be transformative. She emphasizes the power of slowing down emotional reactions to uncover underlying feelings, which can break cycles of misunderstanding. The conversation serves as a mirror for therapists as well as clients, highlighting how their own development can intertwine with the progress of the people they help. Join us for a heartfelt reflection on the universal principle of practicing what we teach, and gather inspiration for embracing change and growth in your relationships. Guest Bio: Kathleen Henderson is a registered psychologist from Canada - a therapist specializing in helping couples reconnect and strengthen their relationships. Using a collaborative approach, Kathleen focuses on identifying and transforming patterns of communication that may cause disconnection. Kathleen practices Emotionally Focused Therapy (EFT), a method backed by research showing significant improvement in over 80% of relationships. Committed to providing quality care, Kathleen encourages individuals and couples to seek evidence-based approaches to therapy and to prioritize finding the right fit in a therapist to meet their unique needs. Connect with Kathleen: psychologytoday.com LinkedIn Connect with Theresa and Ivana: Theresa , True Strategy Consultants: tsc-consultants.com LinkedIn @treeconti , Insta @tscconsultants Ivana , Courageous Being: courageousbeing.com LinkedIn @ivipol , Insta @courbeing SITP team , Step Into The Pivot: stepintothepivot.com LinkedIn @step-into-the-pivot , YouTube @StepIntoThePivot…

Step into the Pivot

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Lauren Loehning: Cumulative Benefits of Meditation 27:47

14 weeks ago27:47

27:47

Discover the transformative power of mindfulness with Lauren Loehning, a trailblazer in financial services and co-founder of Money Well. Lauren shares her inspiring journey of integrating meditation into her bustling career and family life, revealing how the practice has been a game-changer in managing stress and finding clarity. With nearly a decade of Vipassana meditation under her belt and a completed teacher training program, Lauren offers profound insights into the benefits of silent retreats and the serenity that mindfulness brings amid life's chaos. We're excited for you to hear how meditation has become a cornerstone in her life and how it can enrich yours too. But that's not all—we explore how mindfulness and emotional awareness can significantly enhance financial resilience. Lauren delves into the intriguing connections between emotions, meditation, and financial well-being. You'll gain practical tips on understanding the parallels between maintaining consistent financial and mindfulness habits. This episode is your invitation to embrace meditation, not just as a tool for personal growth, but as an essential practice for a balanced and fulfilling life. Guest Bio: With over two decades in the financial services sector, Lauren K. Loehning is a respected Partner at Retirement Impact, where her client-first approach has earned her a reputation for excellence. As the Co-Founder of Moniwell, she leads a pioneering initiative blending psychology, science, and technology to redefine financial well-being. Lauren's expertise, spanning financial planning, investment management, and financial therapy, is bolstered by prestigious certifications, including Certified Financial Planner® practitioner, Certified Investment Management Analyst®, Certified in Financial Social Work, and Accredited Investment Fiduciary® Her commitment to professional excellence has been recognized by the National Association of Plan Advisors, with accolades including Top Advisor – All Star (2021-2023) and Rising Star (2016-2020). Connect with Lauren: LinkedIn Connect with Theresa and Ivana: Theresa , True Strategy Consultants: tsc-consultants.com LinkedIn @treeconti , Insta @tscconsultants Ivana , Courageous Being: courageousbeing.com LinkedIn @ivipol , Insta @courbeing SITP team , Step Into The Pivot: stepintothepivot.com LinkedIn @step-into-the-pivot , YouTube @StepIntoThePivot…

Step into the Pivot

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Jessica Taylor: Transcending Adversity 26:35

16 weeks ago26:35

26:35

Jessica's journey is nothing short of inspiring, as she shares her remarkable story of resilience and leadership. From facing bullying as the only Black person in her family, to discovering the circumstances of her conception, and stepping into her own unwavering strength as a mother, Jessica's life has been a testament to overcoming adversity. Her unique experiences have fueled her commitment to equitable leadership, and she passionately works to create inclusive spaces where everyone feels they belong. Jessica's narrative highlights the profound impact of empathy and the importance of recognizing our personal growth, making her a powerful voice for change. Parenting and leadership are intertwined in Jessica's philosophy, where authenticity and humor play crucial roles. She emphasizes the need to nurture children's unique gifts, encouraging them to grow beyond imposed labels or expectations. By sharing touching stories, Jessica illustrates how humor can bridge connections, even in challenging times, and how life events shape our resilience and empathy. Her insights remind us that true leadership is about fostering environments that promote growth and healing, embracing vulnerability, and using challenges as stepping stones to a more meaningful life. Join us as we unpack the profound lessons from Jessica's incredible journey. Guest Bio: Dr. Jessica Taylor is passionate about equitable leadership and empowering others to transform their organizations and leadership legacy. Known for her empathy, pragmatism, and humor, Jessica empowers and builds organizations where everyone can courageously be themselves without bias, discrimination, or barriers determining their success. With a lifetime of perspective as a biracial, woman of color, years of executive experience, and a background in human development, Jessica coaches executive leaders and guides organizations through equitable leadership strategies through nuanced and comprehensive methods. (she/her) Connect with Jessica: LinkedIn Connect with Theresa and Ivana: Theresa , True Strategy Consultants: tsc-consultants.com LinkedIn @treeconti , Insta @tscconsultants Ivana , Courageous Being: courageousbeing.com LinkedIn @ivipol , Insta @courbeing SITP team , Step Into The Pivot: stepintothepivot.com LinkedIn @step-into-the-pivot , YouTube @StepIntoThePivot…

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Hosts: New Year, New You 31:06

18 weeks ago31:06

31:06

As we usher in 2025, in this episode focused on creating new healthy habits, Theresa interviews Ivana, who's recently been through a major positive pivot: Ivana has worked with the co-creators of Inner Bonding® Dr. Margaret Paul and Dr. Erika Chopich to create a brand new book, Inner Bonding Guided Journal! This journal is a concise introduction to an astonishingly powerful healing practice of Inner Bonding, and an all-purpose tool to cultivate a more peaceful and joyous life. We unpack the six-step Inner Bonding process, exploring the empowering role of the "loving adult" in taking responsibility for our emotions and how connecting with our higher self can bring clarity and purpose to our lives. To our dedicated listeners, your support means the world to us. To express our gratitude, we're thrilled to offer a special book promotion . Purchase the recommended book and email us to receive a unique listener gift. As we wrap up this empowering episode, we're here to remind you to embrace the possibilities of change. Let's step boldly into our pivots, ready to tackle the new year with renewed energy and open hearts. Our community, the beloved "Pivoters," shared incredible stories with us throughout 2024, and we're committed to maintaining these connections by shifting our podcast release schedule to every other Friday. This change prioritizes quality and aligns with our personal values of self-care and holistic wellness. Check Out The New Inner Bonding Journal Here! Amazon Target Barnes & Noble OR Try The Audiobook Version! Connect with Theresa and Ivana: Theresa , True Strategy Consultants: tsc-consultants.com LinkedIn @treeconti , Insta @tscconsultants Ivana , Courageous Being: courageousbeing.com LinkedIn @ivipol , Insta @courbeing SITP team , Step Into The Pivot: stepintothepivot.com LinkedIn @step-into-the-pivot , YouTube @StepIntoThePivot…

Step into the Pivot

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Amanda Dixon: Living Beyond MS Limits 35:41

19 weeks ago35:41

35:41

Amanda Dixon's journey is nothing short of inspiring as she takes us through her transition from tax professional to marketing expert after being diagnosed with multiple sclerosis. Amanda faced the initial signs of MS with a nerve pain twinge in her shoulder, which led to her diagnosis in 2020, a pivotal moment that transformed her life. Her unwavering commitment to self-advocacy and listening to her body serves as a beacon of strength and empowerment, especially for women navigating healthcare systems. Amanda's story is a powerful reminder of the resilience needed to set boundaries and prioritize self-care while living with a chronic condition. Navigating the medical maze to secure her MS diagnosis, Amanda recounts the challenges of numerous tests and consultations before finding a specialist who confirmed her condition. Her proactive approach led her to choose Okravis, a chemotherapy drug that has effectively halted her disease progression. Amanda shares how adjusting her work life to a part-time, remote setup has provided her with the balance she needed, highlighting the significance of supportive relationships and a positive mindset on this journey. Her experience underscores the importance of advocating for oneself, particularly in the face of dismissive healthcare professionals, and embracing each day with awareness and acceptance. Guest Bio: Amanda Dixon began her career as a tax professional, preparing all types of returns, from 1040s to 990s. In 2020, amidst the global pandemic, her life changed when she was diagnosed with Multiple Sclerosis. After taking the time to get used to her new life with her disease, she began working from home. In 2023, she earned her Enrolled Agent designation, but began to feel an interest in the marketing function at her firm. Seeing an opportunity, she made the switch that same year to a marketing role. She now uses her previous experience and knowledge to break down the complex world of accounting to effectively communicate what her firm’s clients need to know. Today, she advocates for the disabled community and encourages others to advocate for themselves to ensure they get the best possible medical care they can. Amanda considers herself an open book, and is always happy to answer questions about her MS, her diagnosis process, the symptoms she experiences, and how others can better understand and help those in the disabled community. When she’s not at work, you can find Amanda playing Dungeons and Dragons with her friends, dressing up her 12 foot skeleton, watching a spooky movie, and spending time with her husband Adam and their adorable pets. Connect with Amanda: LinkedIn Connect with Theresa and Ivana: Theresa , True Strategy Consultants: tsc-consultants.com LinkedIn @treeconti , Insta @tscconsultants Ivana , Courageous Being: courageousbeing.com LinkedIn @ivipol , Insta @courbeing SITP team , Step Into The Pivot: stepintothepivot.com LinkedIn @step-into-the-pivot , YouTube @StepIntoThePivot…

Step into the Pivot

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Karen Zander: Uphill Marathon of Elder Care 32:52

20 weeks ago32:52

32:52

Karen Zander, an executive director at JP Morgan, courageously opens up about the complex and often untold journey of caring for aging parents, a reality many face but few discuss openly. Karen's personal story of managing her father's physical challenges and her mother's dementia and Parkinson's disease is likened to participating in an endless, uphill marathon. Her insights highlight the unpredictable nature of these responsibilities and underscore the importance of having a support network. Within this discussion, Karen draws compelling parallels between preparing for life's unexpected events and training for a marathon, reminding us that many face these challenges without prior preparation. We delve into the emotional intricacies of caregiving and the daunting decisions that come along with it. Karen emphasizes the importance of proactive planning and open, honest conversations with aging loved ones about their wishes. Through poignant personal anecdotes, she shares the weight of making difficult medical decisions and the crucial role of supportive family dynamics. The episode sheds light on the value of compassionate leadership within the family, especially when navigating the healthcare system and making decisions about treatments. Wellthy, the organization we reference on the show, helps families balance work and caregiving responsibilities through a combination of precision technology and human expertise. Connect with Wellthy: Wellthy.com Guest Bio: Karen Zander, Executive Director, is a Retirement National Accounts Client Advisor at J.P. Morgan Asset Management. Karen is responsible for managing key national accounts with strategic retirement and defined contribution platform partners. With over 25 years of experience in the investment management industry, and the majority of the time specializing in corporate and individual retirement, Karen serves as a retirement and investment specialist resource for retirement clients as well as internally on special projects. Karen graduated with a B.S. in Psychology from Fordham University, lives in New York City, and also answers to the nickname “KZ.” Connect with Karen: LinkedIn Connect with Theresa and Ivana: Theresa , True Strategy Consultants: tsc-consultants.com LinkedIn @treeconti , Insta @tscconsultants Ivana , Courageous Being: courageousbeing.com LinkedIn @ivipol , Insta @courbeing SITP team , Step Into The Pivot: stepintothepivot.com LinkedIn @step-into-the-pivot , YouTube @StepIntoThePivot…

Step into the Pivot

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Brandon Helms: Stay True, Stand Out 26:43

21 weeks ago26:43

26:43

Brandon Helms, a beacon of authenticity in the finance world, joins us to share his transformative journey of staying true to oneself amidst career changes. Gain insight into Brandon's recent shift to MarshBerry, where he finds new freedom to express his personal brand and connect stories to the often impersonal numbers of finance. With an impressive trajectory of seven roles over 18 years, Brandon's career is a testament to the power of integrating personal growth with professional development. His approach to maintaining genuine connections within a data-driven industry sheds light on the vital human element often overlooked in financial services. Our conversation also highlights the urgent need for heart-centered leadership, exemplified by Teresa's successful journey in conscious leadership. We explore the evolving landscape of business ownership and the necessity of nurturing a love for the industry through mentorship and clear career pathways. With personal anecdotes underscoring the importance of purpose and courage, this episode serves as a guide for current and future professionals striving to make meaningful impacts in their careers. Guest Bio: The same commitment needed to give his former retirement plan and wealth clients clarity to make more informed decisions drives Brandon Helms to help retirement and wealth advisors steward their businesses. As a Vice President on MarshBerry’s Financial Advisory team, Brandon’s background in being on the inside of building two fast growing financial advisor teams gives him a unique perspective to be able to consult with advisors on growth strategy and succession planning. Brandon’s core focus is on providing financial advisors with ideas & insights specific to their business today and align with their vision for the future. Many times, this includes anticipating any potential challenges advisors face as they grow and ways to overcome them. Prior to MarshBerry Brandon led financial advisor distribution in the southeastern US for a global asset manager where he was able to deliver tailored value add business consulting to some of the largest financial advisor teams in the country. Brandon also spent close to a decade building both individual and institutional businesses experiencing firsthand the challenges and opportunities of operating a successful financial advisory business. Brandon attended Appalachian State University and currently lives in Greensboro, NC with his wife Lauren, two boys Carter and Greyson and their mini-goldendoodle pup Rose. In his free time, Brandon enjoys working out, watching college football & Premier League soccer, and all outdoor activities. Connect with Brandon: LinkedIn Backflip YouTube Video: Brandon Helms: Stay True, Stand Out (at 09:27) Connect with Theresa and Ivana: Theresa , True Strategy Consultants: tsc-consultants.com LinkedIn @treeconti , Insta @tscconsultants Ivana , Courageous Being: courageousbeing.com LinkedIn @ivipol , Insta @courbeing SITP team , Step Into The Pivot: stepintothepivot.com LinkedIn @step-into-the-pivot , YouTube @StepIntoThePivot…

Step into the Pivot

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Nicole Bryson: Glow-Up Journey to Daily Wellness 27:15

22 weeks ago27:15

27:15

Promo Code Below! What happens when a high-pressure career in New York City leads to an unexpected health crisis, only to unlock the door to a new, fulfilling path? This is precisely the story of our guest, Nicole Bryson, who transformed her life from corporate chaos to becoming a certified health coach in Oregon. Her journey began with a relentless facial rash in 2012, which Western medicine couldn't cure. This pivotal moment forced Nicole to explore naturopathic medicine and nutrition, ultimately identifying her condition as perioral dermatitis linked to gut imbalance. Her path to recovery through holistic health practices sparked a passion for wellness, changing her life forever. Nicole explores the broader aspects of holistic wellness, from mindfulness and spirituality to financial health. This exploration led her to embrace yoga and co-fund an herbal business. We invite you to reflect on these vital aspects of life and express our gratitude to Nicole for sharing her wisdom and experiences. Guest Bio: Certified Health Coach Co-founder, COCOGLOW Nicole is a longtime vegan, focused on creating nutrient-dense, whole foods recipes and non-toxic beauty routines. She grew up on a small farm in Eagle Creek, Oregon and learned early where food came from, and what fresh plant foods are really supposed to taste like. After college, she started experiencing skin reactions to most cosmetics and foods, which she soon learned was perioral dermatitis. She began to break out into hives and welts on a regular basis, often in response to skincare products, environmental stressors, foods and stress. This experience ended up being a healing crisis and turning point in her life. From that point on she started devouring all the information she could find on holistic nutrition, natural beauty, and herbalism. She recently completed her studies through the Institute for Integrative Nutrition, becoming a Certified Health Coach. Nicole believes that we get one body, so we should do our best to treat it right! Her outlook on nutrition and beauty is adaptable and positive -- focus on adding nourishing habits and rituals to your life, and eventually crowd out lifestyle choices don’t serve you. Promo code for CocoGlo products: SITP20 for 20% off @ www.sipcocoglow.com Connect with Nicole: LinkedIn , sipcocoglo.com CocoGlo Insta: @ cocoglowherbal Connect with Theresa and Ivana: Theresa , True Strategy Consultants: tsc-consultants.com LinkedIn @treeconti , Insta @tscconsultants Ivana , Courageous Being: courageousbeing.com LinkedIn @ivipol , Insta @courbeing SITP team , Step Into The Pivot: stepintothepivot.com LinkedIn @step-into-the-pivot , YouTube @StepIntoThePivot…

Step into the Pivot

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Dave Won: Money and Emotions 23:44

23 weeks ago23:44

23:44

What if the emotional baggage from your childhood could influence your financial decisions as an adult? Join us this week as we uncover this connection with Dave Won, certified money coach and founder of Budget Captain. By sharing his personal story, Dave reveals how growing up in a financially troubled household shaped his approach to money management and led to a profound moment of reckoning: a panic attack triggered by buying his first home. We explore how our upbringing can shape our financial behaviors, often manifesting as irrational fears and anxiety around money. Dave's story teaches you how recognizing these emotional roots can help you face financial challenges and improve your overall well-being. Our conversation goes beyond personal anecdotes to examine the broader theme of financial wellness, where true freedom is defined by emotional health rather than just monetary wealth. We delve into the complexities of money as a flowing energy and discuss how generational narratives can inadvertently dictate our financial choices. Dave's journey offers valuable lessons on overcoming ingrained fears and embracing new opportunities, whether it's the fear of spending savings or the struggle of facing significant financial decisions. Tune in for a heartfelt discussion that aims to inspire you to confront your financial fears and rewrite the narrative of your financial journey. Guest Bio: Dave Won is a TED Speaker, Certified Money Coach (CMC)®, and the Founder & CEO of Budget Captain®, a holistic financial wellness company. Dave has been recognized as a global Top 30 subject matter expert by The Outlier Project. From conferences and summits to the corporate workplace, Dave has been empowering people to achieve emotional freedom first so they can experience true financial freedom. His approach is unique in that he believes the root cause of financial stress is emotional and behavioral, which cannot be solved with practical solutions. He is a former Air Force Captain with a decorated military career that includes work supporting the Air Force One along with an overseas tour. He is a graduate of the U.S. Air Force Academy and earned his MBA from Indiana University. He has been featured by TEDx, ABC, EBN, Military Media and the Air Force Connect with Dave: https://www.linkedin.com/in/davewon?trk=public_post_feed-actor-name Connect with Theresa and Ivana: Theresa , True Strategy Consultants: tsc-consultants.com LinkedIn @treeconti , Insta @tscconsultants Ivana , Courageous Being: courageousbeing.com LinkedIn @ivipol , Insta @courbeing SITP team , Step Into The Pivot: stepintothepivot.com LinkedIn @step-into-the-pivot , YouTube @StepIntoThePivot…

Step into the Pivot

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