Shows
Your Financial Maven®Ep43 A Conversation about Money Mindset with Dr. Renée Baker, DBA, RCC™Having a conversation about money mindset is so important. Join me in my latest episode where I sit down with Dr. Renée Baker, DBA, RCC™ who is an award-winning serial entrepreneur, economic empowerment advocate, community leader, and dynamic speaker. Our conversation talks all about money and how we have to remember to keep a positive view about it. Financial Literacy month just ended in April, but that doesn't mean we should stop sharing and learning about our finances.You can Dr. Renée Baker, DBA, RCC™ here:Website LinkedIn Facebook Instagram YouTubeSend us a text2025-05-0737 min
Your Financial Maven®Ep42 Talking with Julia Carlson, Business Strategist about how "Money Loves You"We need to learn to love our Money. My latest guest, Julia Carlson, Business Strategist sits down with me to chat about her latest book " Money Loves You" and about our money mindset. Julia is an Award Winning Entrepreneur, Top Financial Advisor, Esteemed Author And Podcast Host. She has over 27 years of experience helping families and business owners with their wealth management and financial planning needs. You can find Julia Carlson here:Website: https://www.thejuliacarlson.com/Facebook: https://www.facebook.com/thejuliacarlsonInstagram: https://www.instagram.com/thejuliacarlsonF...2025-04-2438 min
Your Financial Maven®Ep41 Chatting about Building your Brand with Kathryn R. Smith, Business ConsultantWhy Branding Isn't Optional. Showing up without it is like leaving your house naked. In my latest episode, I sit down with Kathryn R. Smith, a Business Consultant and talk all about why branding isn't optional and why its so important to have it. Starting somewhere is the first step, you don't need to jump all in on the branding.Kathryn is an Ecommerce Consultant and is the Founder of Walton Birch and Co-Founder of Black Lady Business School. She brings expertise and experience in marketing, business analytics, website development, and corporate learning. You can f...2025-03-3141 min
Your Financial Maven®Ep40 Should a Small Business outsource your Accounting? My Conversation with Rachel Phillips, CEO of Fully AccountableDo you run a small business? Do you do your own accounting and sometimes wonder if you got it all figured out? It's okay if you don't and outsourcing your accounting maybe the way to go. Join me in my conversation with CEO of Fully Accountable- Rachel Phillips as we talk about outsourcing your accounting. She is the founder and CEO of Fully Accountable, an outsourced, full-service, cutting-edge accounting firm that provides fractional CFO and accounting services to eCommerce and digital business owners.At Fully Accountable, Rachel helps thousands of digital company owners double their profit margins. A...2025-03-0644 min
Your Financial Maven®Ep39 Part 2 of Talking Tax Debt with Morgan Q. Anderson, EATax Debt can be really scary if you not sure what to do. I sat down and had a fantastic conversation with Morgan Q. Anderson, EA all about Tax Debt and that "There is Always a Solution." This is a Part 2 of 2 of our fun and exciting conversation about what you need to be aware of when it comes to Tax Debt.You can find Morgan here: https://www.goldenliontaxsolutions.com/founder.phpIn addition check out what Morgan is offering to you my listeners: "As a token of our appreciation, we would like to offe...2025-01-2343 min
Your Financial Maven®Ep38 Part 1 of Talking Tax Debt with Morgan Q. Anderson, EATax Debt can be really scary if you not sure what to do. I sat down and had a fantastic conversation with Morgan Q. Anderson, EA all about Tax Debt and that "There is Always a Solution." This is a Part 1 of 2 because the conversation was amazing and enlightening. You can find Morgan here: https://www.goldenliontaxsolutions.com/founder.phpIn addition check out what Morgan is offering to you my listeners: "As a token of our appreciation, we would like to offer your audience access to Morgan’s free training: Intro to Resolving IRS or...2025-01-1743 min
Your Financial Maven®DYKYM Minisode- Individual Tax Information for your 2024 TaxesIt's 2025 and Tax Season is here. In this minisode, I give some insights and tips for Individual Taxpayers. IRS Resources:www.irs.gov and you can also check out the IRS News tooGet Ready to file your 2024 Taxes_____________________________________________YFM wants to hear from you! Feel free to leave any money insights, questions, tips, or stories you may have. I cannot wait to hear from you: YFM Wants to Hear from You! ____________________________________________________________www.yourfinancialmavenpodcast.com Your Financial Maven® Podcast is Hosted by Samantha M. Besnoff, CPA Productio...2025-01-1109 min
Your Financial Maven®The Last DYKYM Minisode Small Business Edition for 2024It's the last day of 2024 and for Small Business Owners and Entrepreneurs, I leave you with my final Do You Know Your Money Minisode!____________________________________________________________ YFM wants to hear from you! Feel free to leave any money insights, questions, tips, or stories you may have. I cannot wait to hear from you: YFM Wants to Hear from You! ____________________________________________________________www.yourfinancialmavenpodcast.com Your Financial Maven® Podcast is Hosted by Samantha M. Besnoff, CPA Production: Your Financial Maven® LLC and Samantha M. Besnoff, CPA Music: Written, Composed and Performed by Daniel Shore Send us a...2024-12-3119 min
Your Financial Maven®Ep37 Chatting with Financial Therapist Lindsey Konchar, MSW, CFSWSometimes it's okay to ask for help, especially when it comes to dealing with our money. And I don’t just mean using a CPA or Financial Planner but maybe taking the time to talk with a Financial Therapist. In my last episode for 2024, I share with you a great chat with Financial Therapist Lindsey Konchar, MSW, CFSW. She is a licensed mental health professional and certified financial coach, focusing on shame-free living and helping you cope with money. She brings her unique experience, both personally and professionally, to understanding how to live a life full of health and wealt...2024-12-2638 min
Your Financial Maven®Ep36 Chatting with Alise Kabakoff, Owner of Knit Me Sew MeAs small business owners we sometimes feel like we are on an island and no one else knows what we go through. But that 's not true! There are so many of us small business owners, me included, that have probably gone through similar things and know the ups and downs of running our own business. That's why I am sitting down with Alisa Kabakoff, Owner of Knit Me Sew Me where we chat about her business and advice she has for others in the small business world. For Alise, Knit Me Sew Me is truly a...2024-12-0933 min
Your Financial Maven®Ep35 Some Coaching Advice with Business Coach Liz WolfeWhether you are already in business or you are thinking about it, having an understanding of being a small business owner is important. In my latest episode, I sit down with Business Coach Liz Wolfe as we chat about her passion for helping entrepreneurs and small business owners get through what they don't teach you about owning your own business. You can find Liz Wolfe here:Website: https://lizwolfecoaching.com/Facebook: https://www.facebook.com/liz.wolfe.10YouTube: https://www.youtube.com/channel/UCiZPlPhb8fgW3sjD2vd6VZALinkedIn...2024-11-2944 min
Your Financial Maven®Ep34 Chatting about Women and Financial Independence after Death of or Divorce from a partnerAre you a woman who recently is going through or who has already gotten divorced? Or you lost your partner to death? Then this episode is important for you. In this episode I am joined by Rachael Burns, CFP, CDFA. Rachael is passionate about helping women achieve financial independence after the loss of their partner to death or divorce. She is the founder of True Worth Financial Planning, which offers fee-only planning, divorce financial analysis, and investment management tailored to the unique needs of newly single women. Prior to founding True Worth, Rachael spent 12 years advising affluent f...2024-11-0732 min
Your Financial Maven®E33 Do you Know your Money Minisode Individual Tax Update 2024Minisodes are back! In this DYKYM Minisode, I share important information for individual taxpayers on things to know for the end of 2024 before tax season begins. Resources: IRS 2017 Tax Act Sunsetting Withholding Estimator 2025 Tax Inflation Adjustments____________________________________YFM wants to hear from you! Feel free to leave any money insights, questions, tips, or stories you may have. I cannot wait to hear from you and to share your messages on the podcast. You can leave your messages here: YFM Wants to Hear from You! www.yourfinancialmavenpodcast.com Your...2024-10-2915 min
Your Financial Maven®E33 Do you Know your Money Minisode Individual Tax Update 2024Minisodes are back! In this DYKYM Minisode, I share important information for individual taxpayers on things to know for the end of 2024 before tax season begins.
Resources:
IRS
2017 Tax Act Sunsetting
Withholding Estimator
2025 Tax Inflation Adjustments
____________________________________
YFM wants to hear from you! Feel free to leave any money insights, questions, tips, or stories you may have. I cannot wait to hear from you and to share your messages on the podcast. You can leave your messages here: YFM Wants to Hear from You!
www.yourfinancialmavenpodcast.com
Your...2024-10-2915 min
Your Financial Maven®Ep32 There is No Shame in Talking about Money with my guest Stephanie Mccullough, Financial PlannerIn this episode, I chat with Stephanie Mccullough, Financial Planner, Speaker and Podcaster. Stephanie changed careers at age 30 to work with her father, a lifelong financial guy. But she didn’t feel it was her calling until she discovered the Human Side of money. Talking about spreadsheets and investment performance wasn’t doing it for her! She discovered she loves digging into people’s money stories and motivations, and designing custom, personalized strategies to help them align their money with their values. A graduate of Duke University and the Johns Hopkins School of Advanced International Studies, former sailing instructor and yearbo...2024-10-1744 min
Your Financial Maven®Ep32 There is No Shame in Talking about Money with my guest Stephanie Mccullough, Financial PlannerIn this episode, I chat with Stephanie Mccullough, Financial Planner, Speaker and Podcaster. Stephanie changed careers at age 30 to work with her father, a lifelong financial guy. But she didn’t feel it was her calling until she discovered the Human Side of money. Talking about spreadsheets and investment performance wasn’t doing it for her! She discovered she loves digging into people’s money stories and motivations, and designing custom, personalized strategies to help them align their money with their values. A graduate of Duke University and the Johns Hopkins School of Advanced International Studies, former sailing instructor and yearbo...2024-10-1744 min
Side Hustle to Small BusinessNavigating numbers and networking as an entrepreneurWhen Samantha Mittman Besnoff started college, she had dreams of being an accountant at a one of the big 6 firms. However, after having children, she discovered that she wanted the flexibility that a traditional 9 to 5 cannot offer. She then turned her side hustle of helping folks with their taxes into her full-time gig. Now, Samantha runs Your Financial Maven, a successful accounting business. She also hosts the Your Financial Maven podcast.
- Chapters -
00:00 - Intro
4:15 - Entrepreneurial Background
8:28 - Overcoming nerves
12:10 - Your Financial Maven podcast
14:49 - Managing s...2024-10-0228 min
Your Financial Maven®Ep31 Interview with Christian Brim, CEO of CORE GroupMy latest guest is Christian Brim, CEO of CORE Group. Christian states that "Life has a way of teaching us invaluable lessons, and for me, it was the experience of my family's bankruptcy as a child. It molded my determination to help others thrive financially." Our conversation touches on his money story and what he does to help others in the creative space.You can find Christian here:https://christianbrim.com/The Profitable Creative Podcasthttps://www.facebook.com/people/ChristianBrim/100094187343116/https://www.linkedin.com/in/christianbrim/https://www.youtube.com/@christianbrim...2024-09-2644 min
Your Financial Maven®Ep31 Interview with Christian Brim, CEO of CORE GroupMy latest guest is Christian Brim, CEO of CORE Group. Christian states that "Life has a way of teaching us invaluable lessons, and for me, it was the experience of my family's bankruptcy as a child. It molded my determination to help others thrive financially." Our conversation touches on his money story and what he does to help others in the creative space.You can find Christian here:https://christianbrim.com/The Profitable Creative Podcasthttps://www.facebook.com/people/ChristianBrim/100094187343116/https://www.linkedin.com/in/christianbrim/https://www.youtube.com/@christianbrim...2024-09-2644 min
Your Financial Maven®Ep30 Talking Intellectual Property and Trademarks with Elizabeth MilianAs an Entrepreneur or Small Business Owner, you should really look into intellectual property and trademarks. In my latest episode, I sit down and chat with Elizabeth Milian, a trademark attorney with her own boutique firm. She is passionate about supporting female entrepreneurs and women-owned businesses in protecting and monetizing their brands. As a litigation attorney and the co-founder of a boutique law firm, I understand the unique challenges female entrepreneurs face. My mission is to provide accessible legal support to protect their brands in the online marketplace.You can find Elizabeth here:Website: https://brandbuilderlegal...2024-09-0537 min
Your Financial Maven®Ep30 Talking Intellectual Property and Trademarks with Elizabeth MilianAs an Entrepreneur or Small Business Owner, you should really look into intellectual property and trademarks. In my latest episode, I sit down and chat with Elizabeth Milian, a trademark attorney with her own boutique firm. She is passionate about supporting female entrepreneurs and women-owned businesses in protecting and monetizing their brands. As a litigation attorney and the co-founder of a boutique law firm, I understand the unique challenges female entrepreneurs face. My mission is to provide accessible legal support to protect their brands in the online marketplace.You can find Elizabeth here:Website: https://brandbuilderlegal...2024-09-0537 min
Your Financial Maven®Ep29 Talking with Roger Pearson from Seagull Technologies that helps Small Business ThriveIn my latest episode of Your Financial Maven, I sit down with Roger Pearson, President of Seagull Technologies. For over 50 years, Roger has created, sold or managed many small businesses. But in 2001, he switched course and began working as a Master Tax Advisor/IRS Enrolled Agent. In that time he has watched hundreds of small business owners lose thousands of dollars needlessly. So recently, he made it his mission to provide entrepreneurs the knowledge to build a solid foundation under their business to keep more money in their pockets and give less to the government. My conversation was great and...2024-08-2943 min
Your Financial Maven®Ep29 Talking with Roger Pearson from Seagull Technologies that helps Small Business ThriveIn my latest episode of Your Financial Maven, I sit down with Roger Pearson, President of Seagull Technologies. For over 50 years, Roger has created, sold or managed many small businesses. But in 2001, he switched course and began working as a Master Tax Advisor/IRS Enrolled Agent. In that time he has watched hundreds of small business owners lose thousands of dollars needlessly. So recently, he made it his mission to provide entrepreneurs the knowledge to build a solid foundation under their business to keep more money in their pockets and give less to the government. My conversation was great and...2024-08-2943 min
Your Financial Maven®Ep28 Talking with the "Money Goddess" Morgana RaeWe show love for others so why not for our money. Check out my latest episode with Morgana Rae. She is a 20-time #1 international best selling author and mentor coach, and she is regarded to be the world’s #1 authority on relationship with money. Morgana Rae's ground breaking approach to love-centered wealth building has been featured on The Wall Street Journal, Yahoo Finance, all the major television networks, Coast to Coast Radio and hundreds more. Morgana’s fans call her the “Money Goddess” because of the many documented stories of clients manifesting unexpected income of hundreds, thousands, tens of thousands, hundreds...2024-08-0846 min
Your Financial Maven®Ep28 Talking with the "Money Goddess" Morgana RaeWe show love for others so why not for our money. Check out my latest episode with Morgana Rae. She is a 20-time #1 international best selling author and mentor coach, and she is regarded to be the world’s #1 authority on relationship with money. Morgana Rae's ground breaking approach to love-centered wealth building has been featured on The Wall Street Journal, Yahoo Finance, all the major television networks, Coast to Coast Radio and hundreds more. Morgana’s fans call her the “Money Goddess” because of the many documented stories of clients manifesting unexpected income of hundreds, thousands, tens of thousands, hundreds...2024-08-0846 min
Your Financial Maven®Ep27 My conversation with Dr. Jeff Standridge from Innovation JunkiesJoin me as I speak with Dr. Jeff Standridge from Innovation Junkies. We have a great conversation geared towards small business and talking about money, but also some personal finance in there as well. Jeff has "over 30 years of experience in leading established and startup businesses across various industries and regions, I am a strategic growth, innovation, and leadership expert who helps organizations and their leaders generate sustained results." He is also an accomplished writer with three books out (see below) and he is a retired U.S. Army, Arkansas Army National Guard, where he was recognized in 2000 as the...2024-07-2545 min
Your Financial Maven®Ep27 My conversation with Dr. Jeff Standridge from Innovation JunkiesJoin me as I speak with Dr. Jeff Standridge from Innovation Junkies. We have a great conversation geared towards small business and talking about money, but also some personal finance in there as well. Jeff has "over 30 years of experience in leading established and startup businesses across various industries and regions, I am a strategic growth, innovation, and leadership expert who helps organizations and their leaders generate sustained results." He is also an accomplished writer with three books out (see below) and he is a retired U.S. Army, Arkansas Army National Guard, where he was recognized in 2000 as the...2024-07-2545 min
Your Financial Maven®Ep26 Chatting with Curtis May from Practical Wealth AdvisorsIn my latest episode of Your Financial Maven, I sit down and chat with Curtis May from Practical Wealth Advisors. Curtis's "primary focus of his financial planning firm is to help individuals and families become financially free by following the principles of wealth creation that have endured for centuries around the world." And he loves to share that will everyone through his Practical Wealth Show too! In addition, he has provided all of you, my listeners with a gift and a quiz: Free Gift.You can find out more about Curtis and Practical Wealth Advisors here:...2024-07-1643 min
Your Financial Maven®Ep26 Chatting with Curtis May from Practical Wealth AdvisorsIn my latest episode of Your Financial Maven, I sit down and chat with Curtis May from Practical Wealth Advisors. Curtis's "primary focus of his financial planning firm is to help individuals and families become financially free by following the principles of wealth creation that have endured for centuries around the world." And he loves to share that will everyone through his Practical Wealth Show too! In addition, he has provided all of you, my listeners with a gift and a quiz: Free Gift.You can find out more about Curtis and Practical Wealth Advisors here:...2024-07-1643 min
Your Financial Maven®Ep25 My conversation with Connor Tyson, Financial AdvisorIn my latest episode I sit down and chat with Connor Tyson, a financial advisor for over 23 years. Connor is the Owner/ Founder of Progress Solutions LLC. As a Financial Adviser, Connor has his Series 65, a Registered Investment Advisor, a NY Life Insurance Licensed, a (ChFC®). designation – Chartered Financial Consultant, and Master Trained Financial Coach- Ramsey Solutions. With over 20 years of experience in the financial services industry, he founded his own company, Progress Solutions LLC, to be a Financial Wellness Coach. Connor offers personal financial coaching to help people stop the internal tug of war with their personal finances. Empo...2024-06-2035 min
Your Financial Maven®Ep25 My conversation with Connor Tyson, Financial AdvisorIn my latest episode I sit down and chat with Connor Tyson, a financial advisor for over 23 years. Connor is the Owner/ Founder of Progress Solutions LLC. As a Financial Adviser, Connor has his Series 65, a Registered Investment Advisor, a NY Life Insurance Licensed, a (ChFC®). designation – Chartered Financial Consultant, and Master Trained Financial Coach- Ramsey Solutions. With over 20 years of experience in the financial services industry, he founded his own company, Progress Solutions LLC, to be a Financial Wellness Coach. Connor offers personal financial coaching to help people stop the internal tug of war with their personal finances. Empo...2024-06-2035 min
Your Financial Maven®Ep24 My interview with Barbara Weaver Smith from The Whale HuntersIn my latest episode, I sit down with Barbara Weaver Smith, founder and CEO of The Whale Hunters®. She is also the co-author of Whale Hunting: How to Land Big Sales and Transform Your Company, and author of Whale Hunting with Global Accounts: Four Critical Sales Strategies to Win Global Customers. Barbara helps companies grow by making bigger sales to bigger customers, based on the collaborative culture of the Inuit people and how they engaged their entire village to land whales. . Barbara has directly helped hundreds of privately-held companies and B2B franchise owners to implement The Whale Hunters P...2024-06-0639 min
Your Financial Maven®Ep24 My interview with Barbara Weaver Smith from The Whale HuntersIn my latest episode, I sit down with Barbara Weaver Smith, founder and CEO of The Whale Hunters®. She is also the co-author of Whale Hunting: How to Land Big Sales and Transform Your Company, and author of Whale Hunting with Global Accounts: Four Critical Sales Strategies to Win Global Customers. Barbara helps companies grow by making bigger sales to bigger customers, based on the collaborative culture of the Inuit people and how they engaged their entire village to land whales. . Barbara has directly helped hundreds of privately-held companies and B2B franchise owners to implement The Whale Hunters P...2024-06-0639 min
Your Financial Maven®Ep23 Conversation with Marc Steren, CEO and Co-founder of University StartupsEntrepreneurship is exciting, fulfiling, and scary all at the same time. Join me on this weeks episode as I chat with Marc Steren, CEO and Co-founder of University Startups. I've known Marc for over 20 years and we had such fun and informative conversation. You can find Marc Steren and University Startups here: https://www.university-startups.com/YFM wants to hear from you! Feel free to leave any money insights, questions, tips, or stories you may have. I cannot wait to hear from you and to share your messages on the podcast. You can leave y...2024-04-2528 min
Your Financial Maven®Ep23 Conversation with Marc Steren, CEO and Co-founder of University StartupsEntrepreneurship is exciting, fulfiling, and scary all at the same time. Join me on this weeks episode as I chat with Marc Steren, CEO and Co-founder of University Startups. I've known Marc for over 20 years and we had such fun and informative conversation. You can find Marc Steren and University Startups here: https://www.university-startups.com/YFM wants to hear from you! Feel free to leave any money insights, questions, tips, or stories you may have. I cannot wait to hear from you and to share your messages on the podcast. You can leave y...2024-04-2528 min
Your Financial Maven®EP22 My Money Conversation with Couple Abigail and KeithThis week on Your Financial Maven, I sit down with couple Abigail Vacca and Keith Berthiaume, Hosts of the Global Treasurers Podcast, to talk all about being in a relationship and money. It's important to have those conversations when you are in a relationship about your finances. Join me as I have this wonderful conversation and hopefully make you feel less scared to have this important conversation with your significant other. You can find the Global Treasurers podcast here: https://globaltreasures.podbean.com or wherever you listen to your podcast. YFM wants to...2024-03-2841 min
Your Financial Maven®EP22 My Money Conversation with Couple Abigail and KeithThis week on Your Financial Maven, I sit down with couple Abigail Vacca and Keith Berthiaume, Hosts of the Global Treasurers Podcast, to talk all about being in a relationship and money. It's important to have those conversations when you are in a relationship about your finances. Join me as I have this wonderful conversation and hopefully make you feel less scared to have this important conversation with your significant other. You can find the Global Treasurers podcast here: https://globaltreasures.podbean.com or wherever you listen to your podcast. YFM wants to...2024-03-2841 min
Your Financial Maven®EP 21 Do You Know your Money Minisode- Life Insurance BasicsIn my latest installment of Do You Know your Money Minisodes, I chat all about Life Insurance Basics and why it is so important to have. Check out this Life Insurance calculator: How Much Life Insurance Do I Need?____________________________________________________________________________YFM wants to hear from you! Feel free to leave any money insights, questions, tips, or stories you may have. I cannot wait to hear from you and to share your messages on the podcast. You can leave your messages here: YFM Wants to Hear from You!_____________________________________________www.yourfinancialmavenpodcast.com2024-03-1416 min
Your Financial Maven®EP 21 Do You Know your Money Minisode- Life Insurance BasicsIn my latest installment of Do You Know your Money Minisodes, I chat all about Life Insurance Basics and why it is so important to have. Check out this Life Insurance calculator: How Much Life Insurance Do I Need?____________________________________________________________________________YFM wants to hear from you! Feel free to leave any money insights, questions, tips, or stories you may have. I cannot wait to hear from you and to share your messages on the podcast. You can leave your messages here: YFM Wants to Hear from You!_____________________________________________www.yourfinancialmavenpodcast.com2024-03-1416 min
Conversations On Life, Work, And Love2-18: Starting a Small Business with Samantha M. Besnoff, CPACoaches Remi Gibbs and Bonnie Blackstone chat with CPA Samantha M. Besnoff about the financial elements of starting a small business. The ladies discuss business structures, paying taxes, and knowing when to take the leap from your corporate gig.
Connect with Samantha at:
www.yourfinancialmaven.com
podcast: Your Financial Maven2024-03-071h 09
Your Financial Maven®Ep20 My Interview with Prince Dykes, MBI, RIAFinancial Literacy month is in April and it is important to talk to our kids about money. I sat down with Prince Dykes who is the Managing Partner, Royal Financial Investment Group, Co-Founder of Global Children Financial Literacy Foundation, Author, and retired US Navy Chief. He is the published author of the father and son financial literacy book series which includes titles: Wesley Learns to Invest, Wesley Learns About Credit and Wesley Learns About Insurance. He is the founder/host of the weekly financial literacy podcast "The Investor Show" which reaches 20k weekly listeners. He also is the financial contributor...2024-03-0722 min
Your Financial Maven®Ep20 My Interview with Prince Dykes, MBI, RIAFinancial Literacy month is in April and it is important to talk to our kids about money. I sat down with Prince Dykes who is the Managing Partner, Royal Financial Investment Group, Co-Founder of Global Children Financial Literacy Foundation, Author, and retired US Navy Chief. He is the published author of the father and son financial literacy book series which includes titles: Wesley Learns to Invest, Wesley Learns About Credit and Wesley Learns About Insurance. He is the founder/host of the weekly financial literacy podcast "The Investor Show" which reaches 20k weekly listeners. He also is the financial contributor...2024-03-0722 min
This Organized Life: Decluttering Tips for Moms, Entrepreneurs and Professional OrganizersOrganizing Tax Documents with Samantha Besnoff | Ep 376Hi Friend!Today we’re talking about how to organize all the 1099’s, w-2’s and other documents needed to prepare your taxes.If you’re like me, this is less than exciting stuff to talk about, but thankfully my guest today is here to help!Joining me is Samanta Besnoff who has been a CPA for 22 years and recently named one of the Pennsylvania Institute of CPAs Women to Watch. She hosts a podcast called Your Financial Maven and her speciality is helping individuals and small businesses with all of their tax need...2024-02-2241 min
Your Financial Maven®Ep19 Talking with Ariana Contreras from Women's Money MattersIn my latest episode, I sit down with Ariana Contreras Senior Community Engagement &Communications Manager with Women’s Money Matters Non-profit Organization based out ofBoston, MA. We chat about how Ariana came to the organization and what the organization offers to women all over the United States, not just in Massachusetts.The mission of Women’s Money Matters is to empower women to improve their financial health to create a more secure future for their families and communities. Their vision is to envision a world in which all women have a financially stable life.2024-02-1532 min
Your Financial Maven®Ep19 Talking with Ariana Contreras from Women's Money MattersIn my latest episode, I sit down with Ariana Contreras Senior Community Engagement &Communications Manager with Women’s Money Matters Non-profit Organization based out ofBoston, MA. We chat about how Ariana came to the organization and what the organization offers to women all over the United States, not just in Massachusetts.The mission of Women’s Money Matters is to empower women to improve their financial health to create a more secure future for their families and communities. Their vision is to envision a world in which all women have a financially stable life....2024-02-1532 min
Your Financial Maven®Ep18 Talking with Small Business Owner Rich Waine pt 2Part 2 of my conversation with Small Business Owner Rich Waine of Richard Waine Photography. The conversation continues with small business talk and then shifts to share our insights for young adults and why understanding your money is so important. Rich is a professional headshot photographer based in Lancaster, Pennsylvania. Born and raised in Queens, New York, at a time when shag carpeting was still in style. A musician from the age of 9, I found inspiration and a desire to create. Rich is a graduate of Hofstra University, and have spent the better part of my career in the...2024-02-0131 min
Your Financial Maven®Ep18 Talking with Small Business Owner Rich Waine pt 2Part 2 of my conversation with Small Business Owner Rich Waine of Richard Waine Photography. The conversation continues with small business talk and then shifts to share our insights for young adults and why understanding your money is so important. Rich is a professional headshot photographer based in Lancaster, Pennsylvania. Born and raised in Queens, New York, at a time when shag carpeting was still in style. A musician from the age of 9, I found inspiration and a desire to create. Rich is a graduate of Hofstra University, and have spent the better part of my career in the...2024-02-0131 min
Your Financial Maven®EP 17 Talking with Small Business Owner Rich Waine pt 1Part 1 of my conversation with Small Business Owner Rich Waine of Richard Waine Photography all about small business and money. As small business owners, it is important to understand why knowing your money can help you be more successful in your business. Rich is a professional headshot photographer based in Lancaster, Pennsylvania. Born and raised in Queens, New York, at a time when shag carpeting was still in style. A musician from the age of 9, I found inspiration and a desire to create. Rich is a graduate of Hofstra University, and have spent the better part of my...2024-01-2542 min
Your Financial Maven®EP 17 Talking with Small Business Owner Rich Waine pt 1Part 1 of my conversation with Small Business Owner Rich Waine of Richard Waine Photography all about small business and money. As small business owners, it is important to understand why knowing your money can help you be more successful in your business. Rich is a professional headshot photographer based in Lancaster, Pennsylvania. Born and raised in Queens, New York, at a time when shag carpeting was still in style. A musician from the age of 9, I found inspiration and a desire to create. Rich is a graduate of Hofstra University, and have spent the better part of my...2024-01-2542 min
Your Financial Maven®EP16 Do You Know Your Money Minisode Important Small Business Information on BOIBeneficial Ownership Information (BOI) Reporting Requirements are now expected by most small businesses. What is BOI and Do I need to File? In this latest Do You Know Your Money Minisode Small Business Edition, I give you an overview of BOI and why it is important for you to know about it.BOI Information:FinCen BOI Link: https://fincen.gov/boiFAQ's- https://fincen.gov/boi-faqsYou can also find a summary of this episode on my latest Blog here: Beneficial Ownership Reporting Requirements_____________________________________________ 2024-01-0815 min
Your Financial Maven®EP16 Do You Know Your Money Minisode Important Small Business Information on BOIBeneficial Ownership Information (BOI) Reporting Requirements are now expected by most small businesses. What is BOI and Do I need to File? In this latest Do You Know Your Money Minisode Small Business Edition, I give you an overview of BOI and why it is important for you to know about it.BOI Information:FinCen BOI Link: https://fincen.gov/boiFAQ's- https://fincen.gov/boi-faqsYou can also find a summary of this episode on my latest Blog here: Beneficial Ownership Reporting Requirements_____________________________________________ 2024-01-0815 min
Your Financial Maven®Ep15 Do you Know your Money Minisode Small Business part 1Welcome to my first in a series of Do you Know your Money Minisodes for Small Businesses. It's the end of the year and there are things as a small business owner you should be aware of before the new year and tax season begins. Take a listen to what you should be looking at regarding your small business and what you should have in place before year end. Here is a link to the IRS Small Business and Self-Employed Tax Center. You will find all kinds of information that a Small Business owner needs to know. Including...2023-12-1524 min
Your Financial Maven®Ep15 Do you Know your Money Minisode Small Business part 1Welcome to my first in a series of Do you Know your Money Minisodes for Small Businesses. It's the end of the year and there are things as a small business owner you should be aware of before the new year and tax season begins. Take a listen to what you should be looking at regarding your small business and what you should have in place before year end. Here is a link to the IRS Small Business and Self-Employed Tax Center. You will find all kinds of information that a Small Business owner needs to know. Including...2023-12-1524 min
Your Financial Maven®E14 My Money Conversation with Billy Zerillo, Wealth Management Advisor at TerraWealthIn this Episode of Your Financial Maven, I am excited to share with you my guest interview with Billy Zerillo Wealth Management Advisor/ Vice President at TerraWealth. Billy and I chat all about money and the importance of working with our clients and helping them feel financial empowered. Part of Billy’s passion is “Empowering divorced entrepreneurs to reclaim financial confidence and define their purpose.” He has four elements of how wisely we are spending our income and shares it here. In addition to being a Wealth Management Advisor, Billy is a podcaster himself and hosts The Money Talk and he is...2023-12-0726 min
Your Financial Maven®E14 My Money Conversation with Billy Zerillo, Wealth Management Advisor at TerraWealthIn this Episode of Your Financial Maven, I am excited to share with you my guest interview with Billy Zerillo Wealth Management Advisor/ Vice President at TerraWealth. Billy and I chat all about money and the importance of working with our clients and helping them feel financial empowered. Part of Billy’s passion is “Empowering divorced entrepreneurs to reclaim financial confidence and define their purpose.” He has four elements of how wisely we are spending our income and shares it here. In addition to being a Wealth Management Advisor, Billy is a podcaster himself and hosts The Money Talk and he is...2023-12-0726 min
Your Financial Maven®E13 Do you Know your Money Minisode Tax part 2It’s Part two of Do you Know you Money Minisode Individual Tax Edition. In this minisode, I touch on tax inflation rates, W2 review, 401(K) and IRA increases and making sure you are donating to a legitimate Nonprofit Organization. Check out my tax resource links here related to this minisode: https://www.yourfinancialmaven.com/individual-tax-resources _____________________________________________ YFM wants to hear from you! Feel free to leave any money insights, questions, tips, or stories you may have. I cannot wait to hear from you and to share your messages on the podcast. You can leave your me...2023-11-3011 min
Your Financial Maven®E13 Do you Know your Money Minisode Tax part 2It’s Part two of Do you Know you Money Minisode Individual Tax Edition. In this minisode, I touch on tax inflation rates, W2 review, 401(K) and IRA increases and making sure you are donating to a legitimate Nonprofit Organization. Check out my tax resource links here related to this minisode: https://www.yourfinancialmaven.com/individual-tax-resources _____________________________________________ YFM wants to hear from you! Feel free to leave any money insights, questions, tips, or stories you may have. I cannot wait to hear from you and to share your messages on the podcast. You can leave your me...2023-11-3011 min
Your Financial Maven®E12 Do you Know your Money Minisode Tax part 1You might be busy with the Holiday Season, but Tax Season is right around the corner. The year-end is coming and there are things you need to be aware of before it turns midnight on December 31st. In the part 1 of my Do You Know Your Money Minisode Tax episode, I focus on some important things you need to have and be prepared for when it comes to Tax Season. Whether you prepare your returns yourself, or you work with a tax professional like a Certified Public Accountant (CPA), its important to be organized throughout the process. This episode really...2023-11-2424 min
Your Financial Maven®E12 Do you Know your Money Minisode Tax part 1You might be busy with the Holiday Season, but Tax Season is right around the corner. The year-end is coming and there are things you need to be aware of before it turns midnight on December 31st. In the part 1 of my Do You Know Your Money Minisode Tax episode, I focus on some important things you need to have and be prepared for when it comes to Tax Season. Whether you prepare your returns yourself, or you work with a tax professional like a Certified Public Accountant (CPA), its important to be organized throughout the process. This episode really...2023-11-2424 min
Your Financial Maven®E11: Do you Know your Money Minisode 1- A Reintroduction about my PodcastWelcome back to a brand new episode of Your Financial Maven (YFM)! I am so excited to be back in my podcast studio recording great episodes for you! This is the first of what I am calling "Do You Know Your Money Minisodes" where I talk about important topics like budgeting, taxes and any other insights I want to share with you about money. Check out all of my episodes and look for more "Do You Know Your Money Minisodes" coming soon!Budget Worksheet TemplateSpending Plan Template_____________________________________________YFM...2023-11-1616 min
Your Financial Maven®E11: Do you Know your Money Minisode 1- A Reintroduction about my PodcastWelcome back to a brand new episode of Your Financial Maven (YFM)! I am so excited to be back in my podcast studio recording great episodes for you! This is the first of what I am calling "Do You Know Your Money Minisodes" where I talk about important topics like budgeting, taxes and any other insights I want to share with you about money. Check out all of my episodes and look for more "Do You Know Your Money Minisodes" coming soon!Budget Worksheet TemplateSpending Plan Template_____________________________________________YFM...2023-11-1616 min
Your Financial Maven®Introducing "Your Financial Maven®"Do you know your money? Do you feel financially empowered about your money? Or are you stressed about your money? I'm Samantha Mittman Besnoff, CPA, and I'm so excited to share my "Your Financial Maven®" podcast, where we need to change the way we think about money, our understanding of it, and the effects it has on our lives.
My podcast, "Your Financial Maven," includes interviews with guests both in and out of the financial world. As well as mini -sodes, where I just talk to you about all things money. It's important to think about the psychological aspect of h...2023-11-0301 min
Your Financial Maven®Introducing "Your Financial Maven®"Do you know your money? Do you feel financially empowered about your money? Or are you stressed about your money? I'm Samantha Mittman Besnoff, CPA, and I'm so excited to share my "Your Financial Maven®" podcast, where we need to change the way we think about money, our understanding of it, and the effects it has on our lives. My podcast, "Your Financial Maven," includes interviews with guests both in and out of the financial world. As well as mini -sodes, where I just talk to you about all things money. It's important to think about the psychological aspect of h...2023-11-0301 min
Your Financial Maven®Introducing: My Vagina Said WhatHi, there Financial Maven fans! Seneca and iHeartPodcasts are excited about My Vagina Said What - a podcast dedicated to creating space and educating women about their bodies. Since you love our show, we think you may like this one too. Check out the trailer and decide if My Vagina Said What is your next listen!
About: Kris and Andi invite their listeners to pull up a seat to the best friend table as they share their most personal and humiliating body stories. Kris and Andi believe that by talking about all the weird and confusing things...2023-07-2701 min
Your Financial Maven®E10: Talking with Chris Bentley, MBA, CFP®, CRPC®, CLU® from Wings for WidowsIt's a topic we just don't want to talk about, but we need to: What happens if my spouse/partner passes, how do I handle the financial side of things. In this episode of Your Financial Maven, I sit down with Chris Bentley, MBA, CFP®, CRPC®, CLU® and CEO of Wings for Widows to talk about what we just don't want to talk about. Understanding what needs to be done when a loved one passes, it so important and planning ahead of time too is just as important. Thank you to Chris for enlightening me and enlightening my listeners. ______________________________________________________________________ You can...2023-06-2837 min
Your Financial Maven®E10: Talking with Chris Bentley, MBA, CFP®, CRPC®, CLU® from Wings for WidowsIt's a topic we just don't want to talk about, but we need to: What happens if my spouse/partner passes, how do I handle the financial side of things. In this episode of Your Financial Maven, I sit down with Chris Bentley, MBA, CFP®, CRPC®, CLU® and CEO of Wings for Widows to talk about what we just don't want to talk about. Understanding what needs to be done when a loved one passes, it so important and planning ahead of time too is just as important. Thank you to Chris for enlightening me and enlightening my listeners. ______________________________________________________________________ You can...2023-06-2837 min
Your Financial Maven®E9: Chatting with my friend Lisa and learning some new things about moneyIt's important to be aware of our money and understand it. And there are things that we don't always talk about, and we should. Join me in this great conversation with my girlfriend Lisa, who is also a part of the financial world, as we chat and talk about things including some new topics when it comes to money._____________________________________________________________ Your Financial Maven wants to hear from you! Feel free to leave an audio message via email at yfmpodcast@yourfinancialmaven.comHosted and Produced by Your Financial Maven LLC and Samantha M Besnoff CPAEditing...2023-06-2129 min
Your Financial Maven®E9: Chatting with my friend Lisa and learning some new things about moneyIt's important to be aware of our money and understand it. And there are things that we don't always talk about, and we should. Join me in this great conversation with my girlfriend Lisa, who is also a part of the financial world, as we chat and talk about things including some new topics when it comes to money._____________________________________________________________ Your Financial Maven wants to hear from you! Feel free to leave an audio message via email at yfmpodcast@yourfinancialmaven.comHosted and Produced by Your Financial Maven LLC and Samantha M Besnoff CPAEditing...2023-06-2129 min
Your Financial Maven®E8: Money Conversations with my friend KristinIn this week's episode, I have the pleasure of engaging in a wonderful conversation with a dear friend of mine, whom I've known since our sons started first grade together. Since then, our bond has grown stronger, fostering numerous meaningful discussions about parenting and our journey through this life. So I felt compelled to invite my close friend, Kristin, to join me in a heartfelt conversation about all things money. And I’m thrilled that she agreed to do it. _____________________________________________________________ Your Financial Maven wants to hear from you! Leave your voice messages via email at yfmpodcast@yourfinancialmaven.com2023-06-1429 min
Your Financial Maven®E8: Money Conversations with my friend KristinIn this week's episode, I have the pleasure of engaging in a wonderful conversation with a dear friend of mine, whom I've known since our sons started first grade together. Since then, our bond has grown stronger, fostering numerous meaningful discussions about parenting and our journey through this life. So I felt compelled to invite my close friend, Kristin, to join me in a heartfelt conversation about all things money. And I’m thrilled that she agreed to do it. _____________________________________________________________ Your Financial Maven wants to hear from you! Leave your voice messages via email at yfmpodcast@yourfinancialmaven.com2023-06-1429 min
Your Financial Maven®E7: Understanding Money through the Eyes of SiblingsIn this episode of Your Financial Maven I shift the conversation and chat with a really good friend of mine and one of her sisters about growing up together and how they learned about money and how it shaped their lives. Money is a powerful force that can shape our lives and relationships, and this is particularly evident within a household where siblings coexist. Despite growing up under the same roof, siblings often develop different perceptions and attitudes towards money. Birth order, individual circumstances, financial roles, parental influences and personal values and priorities can affect how siblings learn and understand...2023-06-0739 min
Your Financial Maven®E7: Understanding Money through the Eyes of SiblingsIn this episode of Your Financial Maven I shift the conversation and chat with a really good friend of mine and one of her sisters about growing up together and how they learned about money and how it shaped their lives. Money is a powerful force that can shape our lives and relationships, and this is particularly evident within a household where siblings coexist. Despite growing up under the same roof, siblings often develop different perceptions and attitudes towards money. Birth order, individual circumstances, financial roles, parental influences and personal values and priorities can affect how siblings learn and understand...2023-06-0739 min
Your Financial Maven®E6: Talking about Taxes with two Enrolled AgentsTax season may be over, but reviewing your taxes throughout the year is recommended and will help you when it is tax time. Not only that, it can help with financial planning. I recently sat down with two Enrolled Agents to chat about taxes. Thank you to Kristin Delfau of HerMoney Solutions & Delfau Tax and Financial Services, LLC and Jenya Rose of Rose Tax and Financial for taking time out of your day to have a conversation with me about taxes. The take away from these conversations is that you should be paying attention through out the year and you...2023-05-3138 min
Your Financial Maven®E6: Talking about Taxes with two Enrolled AgentsTax season may be over, but reviewing your taxes throughout the year is recommended and will help you when it is tax time. Not only that, it can help with financial planning. I recently sat down with two Enrolled Agents to chat about taxes. Thank you to Kristin Delfau of HerMoney Solutions & Delfau Tax and Financial Services, LLC and Jenya Rose of Rose Tax and Financial for taking time out of your day to have a conversation with me about taxes. The take away from these conversations is that you should be paying attention through out the year and you...2023-05-3138 min
Your Financial Maven®E5: Talking about a holistic approach to money with Candice McGarvey, CFPIn this episode of Your Financial Maven, I sit down with Candice McGarvey, CFP as we talk about a holistic approach to understanding our Money. Candice has been a financial planner for many years, but shifted her focus in 2013 when she created HerDollars.com which focuses on women and their financial well being. In 2020 she, became a Willow Financial Life Coach. Per her bio: "Candice utilizes her expertise in not only financial matters, but spiritual and emotional as well. Her coaching methods prepare clients to engage more fully in their finances while also experiencing the calm of financial wellness." You...2023-05-2428 min
Your Financial Maven®E5: Talking about a holistic approach to money with Candice McGarvey, CFPIn this episode of Your Financial Maven, I sit down with Candice McGarvey, CFP as we talk about a holistic approach to understanding our Money. Candice has been a financial planner for many years, but shifted her focus in 2013 when she created HerDollars.com which focuses on women and their financial well being. In 2020 she, became a Willow Financial Life Coach. Per her bio: "Candice utilizes her expertise in not only financial matters, but spiritual and emotional as well. Her coaching methods prepare clients to engage more fully in their finances while also experiencing the calm of financial wellness." You...2023-05-2428 min
Your Financial Maven®YFM Bonus Episode 2 for Small Businesses and Entrepreneurs- part 2 (2021)In 2021 I recorded two episodes for small businesses and entrepreneurs. I've decided to share these bonus episodes as the information is still relevant today. It's important for small businesses and entrepreneurs to know different insights in setting up and running your business on the financial side of things. Here is Part 2. Visit the IRS's Small Business Center for more great information: https://www.irs.gov/businesses/small-businesses-self-employed Visit the Small Business Administration for even more information: https://www.sba.gov/Hosted, Produced and Edited by Samantha M. Besnoff, CPA of Your Financial Maven LLCIf you're...2023-05-1715 min
Your Financial Maven®YFM Bonus Episode 2 for Small Businesses and Entrepreneurs- part 2 (2021)In 2021 I recorded two episodes for small businesses and entrepreneurs. I've decided to share these bonus episodes as the information is still relevant today. It's important for small businesses and entrepreneurs to know different insights in setting up and running your business on the financial side of things. Here is Part 2. Visit the IRS's Small Business Center for more great information: https://www.irs.gov/businesses/small-businesses-self-employed Visit the Small Business Administration for even more information: https://www.sba.gov/Hosted, Produced and Edited by Samantha M. Besnoff, CPA of Your Financial Maven LLCIf you're...2023-05-1715 min
Your Financial Maven®YFM Bonus Episode 1 for Small Businesses and Entrepreneurs- part 1 (2021)In 2021 I recorded two episodes for small businesses and entrepreneurs. I've decided to share these bonus episodes as the information is still relevant today. It's important for small businesses and entrepreneurs to know different insights in setting up and running your business on the financial side of things. Here is Part 1. Visit the IRS's Small Business Center for more great information: https://www.irs.gov/businesses/small-businesses-self-employed Visit the Small Business Administration for even more information: https://www.sba.gov/Hosted, Produced and Edited by Samantha M. Besnoff, CPA of Your Financial Maven LLC If you're a small...2023-05-1715 min
Your Financial Maven®YFM Bonus Episode 1 for Small Businesses and Entrepreneurs- part 1 (2021)In 2021 I recorded two episodes for small businesses and entrepreneurs. I've decided to share these bonus episodes as the information is still relevant today. It's important for small businesses and entrepreneurs to know different insights in setting up and running your business on the financial side of things. Here is Part 1. Visit the IRS's Small Business Center for more great information: https://www.irs.gov/businesses/small-businesses-self-employed Visit the Small Business Administration for even more information: https://www.sba.gov/Hosted, Produced and Edited by Samantha M. Besnoff, CPA of Your Financial Maven LLC If you're a small...2023-05-1715 min
Your Financial Maven®E4: Shifting the Money Conversation to Entrepreneurship with Kirsten Barker, Bank of America Institute for Women's Entrepreneurship at CorIn this episode of Your Financial Maven, the conversation shifts to Entrepreneurship and the insights around business and the financial pieces that are so important to setting up and running a business. Join me as I speak with Kirsten Barker, Bank of America Institute for Women's Entrepreneurship at Cornell of which I am an Alum of the program. And in addition to talking about Entrepreneurs, we chat a bit about Kirsten's money stories and insights for our young adults. Website is https://bofainstitute.cornell.edu/.From Kirsten Barker: "We are still enrolling anyone interested in being part of...2023-05-1726 min
Your Financial Maven®E4: Shifting the Money Conversation to Entrepreneurship with Kirsten Barker, Bank of America Institute for Women's Entrepreneurship at CorIn this episode of Your Financial Maven, the conversation shifts to Entrepreneurship and the insights around business and the financial pieces that are so important to setting up and running a business. Join me as I speak with Kirsten Barker, Bank of America Institute for Women's Entrepreneurship at Cornell of which I am an Alum of the program. And in addition to talking about Entrepreneurs, we chat a bit about Kirsten's money stories and insights for our young adults. Website is https://bofainstitute.cornell.edu/.From Kirsten Barker: "We are still enrolling anyone interested in being part of...2023-05-1726 min
Your Financial Maven®E3: Continuing my conversation with Kelly Reddy-Heffner, CFP Part 2This is part two of my conversation with my longtime friend and Certified Financial Planner Kelly Reddy-Heffner, CFP, CDFA, CSLP. The conversation shifts to saving money, setting up goals and how important it is to do this. In addition the importance of talking with your kids about money. As a Lead Planner with Your Financial Pharmacist, Kelly's approach is one of understanding and educating. You can find Kelly Reddy-Heffner, CFP, CDFA, CSLP here: https://yourfinancialpharmacist.com/https://www.linkedin.com/in/kellyheffner/Your Financial Maven wants to hear from you! Leave your insights or questions about money via...2023-05-1019 min
Your Financial Maven®E3: Continuing my conversation with Kelly Reddy-Heffner, CFP Part 2This is part two of my conversation with my longtime friend and Certified Financial Planner Kelly Reddy-Heffner, CFP, CDFA, CSLP. The conversation shifts to saving money, setting up goals and how important it is to do this. In addition the importance of talking with your kids about money. As a Lead Planner with Your Financial Pharmacist, Kelly's approach is one of understanding and educating. You can find Kelly Reddy-Heffner, CFP, CDFA, CSLP here: https://yourfinancialpharmacist.com/https://www.linkedin.com/in/kellyheffner/Your Financial Maven wants to hear from you! Leave your insights or questions about money via...2023-05-1019 min
Your Financial Maven®E2: Talking with Certified Financial Planner Kelly Reddy-Heffner Part 1This is part one of a two part series with my longtime friend and Certified Financial Planner Kelly Reddy-Heffner, CFP, CDFA, CSLP. She is a Lead Planner at Your Financial Pharmacist. Kelly and I have known each other since our college days as sorority sisters at the University of Pittsburgh. She was instrumental in working with me and my husband as we planned for our older son to head off to college. Her knowledge and expertise in the student loan debt arena is top-notched. Kelly's approach with her clients is one of understanding and educating. And having kids in college...2023-05-0318 min
Your Financial Maven®E2: Talking with Certified Financial Planner Kelly Reddy-Heffner Part 1This is part one of a two part series with my longtime friend and Certified Financial Planner Kelly Reddy-Heffner, CFP, CDFA, CSLP. She is a Lead Planner at Your Financial Pharmacist. Kelly and I have known each other since our college days as sorority sisters at the University of Pittsburgh. She was instrumental in working with me and my husband as we planned for our older son to head off to college. Her knowledge and expertise in the student loan debt arena is top-notched. Kelly's approach with her clients is one of understanding and educating. And having kids in college...2023-05-0318 min
Your Financial Maven®E1: Do you know your money? My Interview with Leslie Roth of Leading Ledger Bookkeeping LLCDo you know your money? In my first episode you will hear me talk about why it is important to know and understand your money through three simple budgeting steps. I also spent time with Leslie Roth of Leading Ledger Bookkeeping LLC where we talked about the importance of budgeting and saving and how you can do that without feeling overwhelmed or stressed. Enjoy and I hope you feel financially empowered! Thank you to Leslie for joining me: https://leadingledgerbookkeeping.com/https://www.facebook.com/leadingledgerbookkeeping/ Your Financial Maven wants to hear from you! Leave your insights or...2023-04-2619 min
Your Financial Maven®E1: Do you know your money? My Interview with Leslie Roth of Leading Ledger Bookkeeping LLCDo you know your money? In my first episode you will hear me talk about why it is important to know and understand your money through three simple budgeting steps. I also spent time with Leslie Roth of Leading Ledger Bookkeeping LLC where we talked about the importance of budgeting and saving and how you can do that without feeling overwhelmed or stressed. Enjoy and I hope you feel financially empowered! Thank you to Leslie for joining me: https://leadingledgerbookkeeping.com/https://www.facebook.com/leadingledgerbookkeeping/ Your Financial Maven wants to hear from you! Leave your insights or...2023-04-2619 min
Stuff Mom Never Told YouHolly Frey In Conversation With Seneca Women to Hear Winner: Samantha BesnoffHolly Frey, host of Stuff You Missed in History Class, sits down with Samantha Besnoff, one of the ten winners of Seneca Women to Hear: Search for the Next Great Female PodcastersSee omnystudio.com/listener for privacy information.2022-04-2405 min