Shows
The Emily Rassam ShowValentine’s Day Special: The Heart, Emotions & Traditional Chinese MedicineIn this conversation, Dr. Miguel de Puigdorfila, Doctor of OrientalMedicine, discusses the intricate relationship between the heart, emotions, andtraditional Chinese medicine. He explains how the heart is viewed as more thanjust a muscle, representing the core of our being and processing emotionsthrough physiological and neurological systems. The discussion covers the roleof hormones in love, the impact of social media on emotional health, and thesigns of heart imbalance. Dr. Miguel also emphasizes the importance ofpreventative practices for heart health, including diet, exercise, andemotional regulation.Visit Dr. Miguel De Puigdorfila on Facebook: 100 Physicians Medicine, LLC
2026-02-1343 min
High Performance Financial AdvisorFinancial Planning with Heart: Emily Rassam's StoryKeywordsclient accomplishments, personal growth, financial planning, meaningful moments, career highlights, investment news awards, frugality, life experiences, travel, recognitionSummaryIn this conversation, Emily Rassam reflects on her career achievements, emphasizing the importance of client milestones over traditional accolades. She shares a personal story about helping a frugal client embrace travel, highlighting the emotional connections formed through her work. This discussion reveals a deeper understanding of success in the financial advisory field, focusing on meaningful experiences rather than just awards.TakeawaysThe most meaningful accomplishments often involve client experiences.
2026-01-1334 min
The Emily Rassam Show#12 - Exploring the Depths of Oriental Medicine with Dr. Miguel De PuigdorfilaIn this enlightening conversation, Dr. Miguel De Puigdorfila, a Doctor of Oriental Medicine, shares his journey from law to medicine, emphasizing the profound differences between Eastern and Western medical practices. He delves into the science behind acupuncture, the role of emotions in health, and the holistic approach of Oriental Medicine. Dr. Miguel De Puigdorfila also discusses the importance of environment, the significance of the spleen in Eastern medicine, and how color can influence health. The conversation culminates in a powerful message about the beauty and complexity of being a woman and the importance of community in health.
2026-01-0944 min
Knowing Me, Knowing You43. This One Tool Changed How I Connect With Every Client with Emily RassamEmily Rassam has spent nearly two decades listening to people talk about their money, their fears, their dreams, and the hidden stories that shape their decisions. Over time, she began to notice something: the most transformative part of planning had nothing to do with the spreadsheets or the calculation, but with the moment someone felt understood. That moment changed their comfort, their clarity, and their willingness to move forward.In this conversation, Emily shares the path that shaped her as a planner, from thousands of early 401(k) conversations to building a fully virtual practice where tech creates...
2025-12-2335 min
The Emily Rassam Show#11 - Nurturing Communication: The Key to Child Development with Jen McBrideIn this conversation, on The Emily Rassam Show, Jen McBride emphasizes the critical role of communication and social interaction in child development. She highlights the importance of engaging with children through conversation and play, encouraging parents to create opportunities for their kids to interact with peers.Visit FDLRS for more resourceshttps://springs.fdlrs.org/TakeawaysTalk to your children about everything.Parents are often too busy to communicate effectively.Getting kids out of the house is essential.Involvement in groups helps children socialize.
2025-12-1242 min
The Emily Rassam Show#10 - From Teacher to Entrepreneur the Brew Hope Story with Carrie ConnerIn this episode, Emily Rassam interviews Carrie Conner, the founder of Brew Hope, a coffee trailer business that operates as a social enterprise with a mission to give back to foster care organizations. Carrie shares her journey from being a teacher to starting her own business, the involvement of her children in the venture, and the importance of community support. The conversation highlights the significance of entrepreneurship, the challenges of running a business, and the impact of giving back to those in need.Write a Google Review: https://share.google/yzXJ8Vh70jr8kf6...
2025-12-0549 min
The Emily Rassam Show#9 - Navigating Holiday Stressors & Postpartum Recovery with Becky SarringIn this episode of the Emily Rassam Show, host Emily Rassam speaks with integrative mental health specialist Becky Sarring about the challenges of postpartum depression and the importance of community support for new mothers. They discuss the normalization of postpartum symptoms, the significance of connection, and practical tips for managing mental health during the postpartum period. The conversation also shifts to navigating holiday stress, emphasizing the importance of self-care, setting boundaries, and prioritizing time spent with family over material gifts. The episode provides valuable insights for parents, especially mothers, on maintaining emotional well-being and fostering healthy family dynamics.
2025-11-1455 min
The Emily Rassam Show#8 - Exploring the World: Travel Insights and Wellness Tips with Marjorie EllisIn this engaging conversation, Emily Rassam speaks with Marjorie Ellis, founder and president of Corporate Global Events (https://corporateglobalevents.com/), about her journey in event planning and her passion for travel. They discuss the nuances of corporate versus nonprofit event planning, share valuable travel tips, and explore the importance of wellness and healthy living. Marjorie provides insights into navigating airports with families, the significance of travel insurance, and the benefits of outdoor activities in Park City. The conversation also touches on mental health practices and effective travel planning strategies, making it a comprehensive guide for anyone looking to enhance...
2025-11-0759 min
The Human Side of Money149: Turning Financial Plans Into Purpose-Driven Lives with Emily RassamMost Advisors build plans around numbers. Emily Rassam builds them around people.
In this episode of The Human Side of Money, Brendan sits down with Emily Rassam, Partner and Senior Financial Planner, to explore how she infuses purpose and emotion into every aspect of the planning process. Emily’s approach goes beyond spreadsheets and projections. It’s about helping clients clarify their values, align their decisions, and live intentionally with their wealth.
The conversation goes deeper into helping clients define “enough,” connect values to goals, and navigate trade-offs that honor what matters most. Emily offers a window...
2025-11-061h 40
The Human Side of Money149: Turning Financial Plans Into Purpose-Driven Lives with Emily RassamMost Advisors build plans around numbers. Emily Rassam builds them around people.
In this episode of The Human Side of Money, Brendan sits down with Emily Rassam, Partner and Senior Financial Planner, to explore how she infuses purpose and emotion into every aspect of the planning process. Emily’s approach goes beyond spreadsheets and projections. It’s about helping clients clarify their values, align their decisions, and live intentionally with their wealth.
The conversation goes deeper into helping clients define “enough,” connect values to goals, and navigate trade-offs that honor what matters most. Emily offers a window...
2025-11-061h 40
The Emily Rassam Show#7 - The Sweet Reward of Getting Your Priorities Right with Jill McClureIn this engaging conversation, Jill McClure shares her entrepreneurial journey, influenced by her family's business background. From her early experiences in the jewelry and restaurant industries to her transition into real estate and finally founding Jilly's Tarts, Jill discusses the importance of adaptability and prioritizing family. She reflects on the challenges faced during the pandemic and how they reshaped her business approach. Throughout the discussion, Jill emphasizes the value of family traditions, personal growth, and the joy of entrepreneurship. Order Jilly's Tarts at www.Jillystarts.comTakeawaysJill's entrepreneurial spirit was influenced...
2025-10-3152 min
The Emily Rassam ShowEpisode 6 - Embracing Motherhood and Faith with Anna Schmidt (Find Your Brave)Find Your BraveIn this episode of the Emily Rassam show, host Emily Rassam interviews Anna Schmidt, founder of A & D Luxury Picnics. Anna shares her journey through motherhood, faith, and entrepreneurship, emphasizing the importance of following God's direction in life. She discusses the power of vulnerability in leadership, the significance of small beginnings, and the necessity of building connections among mothers. The conversation highlights the challenges and joys of motherhood, the importance of community, and the encouragement to pursue one's passions while balancing family responsibilities.Visit A&D Luxury Picnics Website...
2025-10-2440 minThe Emily Rassam ShowEpisode 5 - American Revolution - Untold Stories Beyond the 13 ColoniesIn this conversation with Dr. Andrew O’Shaughnessy of the University of Virginia, we discuss his new book, Republic and Empire: Crisis, Revolution, and America’s Early Independence, co-authored with Trevor Burnard. The discussion delves into the reasons behind the success of the American Revolution and the U.S. Constitution—contrasting it with other revolutions throughout history that descended into civil wars.Dr. O’Shaughnessy explains how the American model of governance, particularly the use of constitutional conventions, helped establish a stable and enduring framework for democracy. The conversation also explores historical figures such as George Washington and Thom...
2025-10-1741 minThe Emily Rassam ShowEpisode 4 - The Power of Spiritual MotheringIn this episode of the Emily Rassam show, host Emily Rassam and guest Becky Persaud discuss the book 'Spiritual Mothering' (written by Susan Hunt) and the importance of women mentoring women. They explore biblical stories, particularly that of Naomi and Ruth, and Mary and Elizabeth, to illustrate the significance of spiritual mothering and the support women can provide each other in their journeys of faith and life.Chapters00:00 Introduction to Spiritual Mothering03:05 The Story of Naomi and Ruth05:52 Understanding Gleaning and Its Significance09:00 The Role of Spiritual Mothers in...
2025-10-1052 minThe Emily Rassam ShowEpisode 3 - The Art of Language DevelopmentIn this enlightening conversation, educator Beth Coleman shares her extensive experience in early childhood education, emphasizing the importance of language development, real-world learning experiences, and the role of art in education. She encourages parents to engage with their children through conversation, provide enriching environments, and expose them to diverse experiences to foster their growth and confidence. The discussion also highlights the benefits of multilingualism and the critical role of literacy in preparing children for academic success.education, parenting, language development, literacy, multilingualism, early childhood education, enriching environments, real-world experiences, art in education, communication skills
2025-10-0331 min
The Emily Rassam ShowEpisode 2 - Motherhood Unplugged: Balancing Tech and Wellness with Beth SimpsonIn this conversation, Emily Rassam and Beth Simpson of Be Well (https://bewell.care/) explore the relationship between cell phones and motherhood, discussing the impact of technology on health, social connections, and children's well-being. They delve into the effects of electromagnetic fields, the importance of balancing technology with natural rhythms, and the role of color and frequency in promoting wellness. Beth shares insights on supporting mothers through her Healing Mama initiative and emphasizes the need for self-care that goes beyond checklists. The discussion highlights the significance of finding joy in everyday activities, encouraging creativity in children, and the importance...
2025-09-2644 minThe Emily Rassam ShowEpisode 1 - Secrets in the Sky: Advocacy, UFO Disclosure, and Protecting the Brave with Olivia Cantu MonetteJoin us as we dive into the fascinating world of UFO and UAP disclosure with special guest Olivia Cantu Monette, founder of the International Defenders Council (internationaldefenderscouncil.com). Olivia shares how she first got involved in advocacy, her personal journey into championing government transparency, and the critical importance of whistleblower protection in uncovering hidden truths. In this compelling conversation, we explore the challenges and victories of pushing for disclosure, why safeguarding whistleblowers matters now more than ever, and how Olivia’s inspiring path has shaped her mission. Tune in for a powerful discussion at the intersection of secrecy, accountability, an...
2025-09-191h 04The Emily Rassam ShowIntroductory EpisodeIn this episode of The Emily Rassam Show, Emily dives into the beautiful collision of motherhood and entrepreneurship. As a mom of four and a business builder, Emily shares her journey through the messy middle, the beauty, and the burnout. Discover how to thrive in your home, body, business, and spirit with real-life stories and strategies. Whether you're folding laundry or sneaking in a walk, tune in for a deep breath and a pep talk. Join Emily as she explores routines, time management, and the art of letting go of perfection. Subscribe now and be part of a community...
2025-08-2703 min
Planning & Beyond®15. Estate Planning Beyond Documents: Key Insights for Financial Advisors with Emily RassamText us to share what you found helpful!In this episode we’re joined by Emily Rassam, wife, mother of two, Partner and Senior Financial Planner at Archer Investment Management to talk about the importance of estate planning and the emotional intricacies involved in discussing mortality with loved ones. Emily emphasizes the need to go beyond the basic estate planning documents and how advisors can help encourage clients to create a system of organization and accessibility of important information. Check out this conversation where we dive into: • Discussing mortality and the importance of estate planning...
2025-01-0239 min
ROUTE 664: The Road to Human KindnessEmily Rassam of Archer Investment Management on Route 664 audioEmily Rassam Senior Financial Planner for Archer Investment Management joins Les Winston to talk financial planning!
2024-09-1627 min
The Finance Marketing PodcastEstablishing a Standout Personal Brand Within a Larger Firm with Emily RassamIn this episode of The Finance Marketing Podcast, Hillary sits down with Emily Rassam, CFP, CDAA, AIFA, CRPS, NSSA, and one of Investopedia's Top 100 Financial Advisors in the country. During this conversation, Emily shares her tips and strategies for establishing a personal brand while working inside part of a larger firm. Among other things, Emily shares her experiences of building her brand through making personal connections, building her authority and expertise with pro bono work, and her personal content creation strategies.Connect With Emily:Website: Archer Investment ManagementLinkedIn: Emily Rassam, CFP, CDAA, AIFA, CRPS, N...
2024-04-1934 min
Step into the PivotEmily Rassam: Living a Fully Harmonious And Integrated LifeEmily 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, and institutional retirement clients.In her downtime, Emily enjoys traveling, cooking, reading, and hiking with her son, daughter, husband, and dogs. She currently serves as a mentor and run lead for Tri It for Life, an organization empowering women of all ages and athletic a...
2024-04-0520 min
The Hustle Less Profit More Podcast62. Money & Emotions: How to make financial decisions outside of a spreadsheet feat. Emily RassamMastering Money Emotions: A Practical Guide with Emily RassamFeeling lost in a sea of financial uncertainty? Discover how one woman's unexpected revelation transformed her approach to money decisions. Join us as we uncover the emotional undercurrents that shape our financial choices, and find out how you can navigate your own path with newfound clarity and intentionality. Ready to take control of your financial future? Stay tuned for a journey that will leave you inspired and empowered.My special guest is Emily RassamHere's the skinny on our guest for today – Emily Rassam! Pi...
2024-04-0334 min
Merging Life and Money with MJ CaesarEp. 119 – HOW LONG SHOULD PARENTS SUPPORT THEIR ADULT CHILDRENSend us a textIn the Merging Life and Money podcast, Marie-Jo Caesar and Emily Rassam discuss the topic of parental support for adult children. Rassam emphasizes the importance of having a comprehensive financial plan that considers long-term goals and how supporting adult children may impact those goals. She recommends having open communication and setting healthy boundaries to maintain financial balance, as well as using financial tools to ensure that children have the necessary skills and knowledge for financial independence. The conversation highlights the key themes of clear communication and careful planning to ensure that supporting adult...
2023-06-1739 min
GrownlearnEmpowering Female-Led Households. Financial Planning with Emily RassamIn this episode of the Grownlearn podcast, we are joined by Emily Rassam, Senior Financial Planner at Archer Investment Management.
Emily shares her expertise and insights on various financial planning topics, with a particular focus on empowering female-led households. She discusses unique considerations that women should keep in mind when it comes to their financial future and provides valuable advice on maximizing lifetime wealth through Roth conversions.
Emily also sheds light on the importance of financial organization using the concept of 'buckets of money' and emphasizes the significance of a well-crafted financial plan over investment returns. Additionally, she explores the...
2023-05-1026 min
HUM Curated PodcastsEp 312: Resetting Your Work/Life Balance By Getting Paid For Expertise Instead Of (Just) Effort With Emily Rassam Podcast: Financial Advisor Success (LS 56 · TOP 0.5% what is this?)Episode: Ep 312: Resetting Your Work/Life Balance By Getting Paid For Expertise Instead Of (Just) Effort With Emily RassamPub date: 2022-12-20Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationEmily Rassam is the Senior Financial Planner for Archer Investment Management, a virtual independent RIA based out of Texas that oversees $170 million in assets under management for 170 households. After struggling in a position with ever-mounting responsibilities and pressure that kept her away from her family, Emily made it...
2023-01-081h 33
Financial Advisor SuccessEp 312: Resetting Your Work/Life Balance By Getting Paid For Expertise Instead Of (Just) Effort With Emily RassamEmily Rassam is the Senior Financial Planner for Archer Investment Management, a virtual independent RIA based out of Texas that oversees $170 million in assets under management for 170 households. After struggling in a position with ever-mounting responsibilities and pressure that kept her away from her family, Emily made it a priority to find a position that not only appreciated the expertise she brought to the table, but also allowed for a better work/life balance. Listen in as Emily shares her experience working towards burnout at her previous firm, how this experience allowed her to get serious about...
2022-12-201h 33
CFO at HomeYear End 2022 - Looking Forward, Looking BackNew episodes of the podcast will return Wednesday, January 4th 2023! In the meantime, here are a few episodes from 2022 I think are particularly worth catching up on or listening to again going into the New Year: 102. Side Hustles, Hobbies, and Transitioning Out of Your 9 to 5 - Entrepreneur and Career Expert Anna Runyan 95. Change your Mindset, Change your Financial Future - Financial Coach Alissa Locke 92. Getting Unstuck in your Finances and your Life - Certified Financial Planner and Author Dominique Henderson 88. Financial Procrastination - Financial Expert, Money Coach, and Author Emily Guy Birken 86. Inflation, Recession, and your Finances...
2022-12-1408 min
Parents: Is Your Teen College Ready?Emily Rassam: Plan For Your Financial FutureIn this episode, Shellee and Emily discuss:The best time to plan for collegeWhere to put your money for your future needsPreparing the FASFA and CSS profileHaving financial planning conversations with your child with the help of professionals Key Takeaways: Start to save before you have a child. Thinking about and setting goals together, and understanding what type of support and contribution would be made to your future children and their college is easier to do at that time.There are numerous options if you want your child to be able to attend college de...
2022-11-1130 min
Lets Have This ConversationCrafting a Fiscally Responsible Blueprint with: Emily RassamAchieving financial freedom and independence is an arduous undertaking for many Americans. the good news is: You're not alone. A little over 55% of Americans do not use a budget to manage their hard-earned income, according to a new survey by The Penny Hoarder. A similar 56% of survey respondents said they didn't know how much money they spent last month. Emily Rassam, is a Senior Financial Planner for Archer Investment Management. “I have a true passion for helping clients make sense of their financial lives and develop clear plans to achieve their goals. Before Archer Investment Management, I spent 14 years at in...
2022-09-2837 min
CFO at HomeInflation, Recession, and your Finances (Part 2, Back to Basics)News about inflation and a looming recession has been dominating the headlines, but what does all of this mean for us and our finances? This is our second and final episode on Inflation, Recession and your Finances here on CFO at Home. In this episode Vince talks with Emily Rassam, Senior Financial Planner with Archer Investment Management, about the importance of sticking to the basics of solid money management during times of economic uncertainty; budgeting, knowing your risk tolerance, and more. Key Takeaways History shows that during times of economic change and uncertainty headlines...
2022-06-2940 min