Shows
Women of WealthWealth & Wellness: Reverse Mortgages and the Opioid Epidemic's Financial ImpactUnderstanding the financial landscape is more critical than ever, especially when there's an invisible health crisis that may be affecting your employees, business partners, spouse, or yourself. In this episode of Women of Wealth, we welcome the incredible Cheryl Canzanella to deep dive into her expertise in, not only utilizing reverse mortgages as a retirement strategy, but the unfortunate cost of the Opioid Epidemic in America.Cheryl, with an impressive 25-year career in the financial industry, shares her journey from Merrill Lynch to becoming an advocate for reverse mortgages. She demystifies this financial tool, explaining how it...2024-08-2840 min
Women of WealthBreaking Barriers: women shaping the future in insurance and financial servicesEver wondered how an aerospace engineer transitions into a financial services powerhouse? Or how the landscape of female leadership in finance has evolved over the decades? In this episode, we sit down with the incredible Darlene Flagg to uncover her unique journey and the transformative changes in the industry.Join us as Darlene shares her inspiring story, from building databases at Prudential to becoming a VP at National Life Group. We delve deep into the rise of self-educated investors and how financial professionals must adapt to this new era. Discover why trust and genuine...2024-07-1735 min
Food Safety MattersBonus Episode: Live from the 2024 Food Safety Summit—Part 2To get a taste of the discussions that were happening at the 2024 Food Safety Summit, we spoke face-to-face with Melody Ge, M.S., FSQA, Director at Starkist Co. and Co-Founder of Women in Food Safety (WIFS); Jacqueline Southee, Ph.D., North American Representative at Foundation FSSC and Co-Founder of WIFS; Jill Hoffman, M.S., Senior Director of Food Safety and Quality at B&G Foods; Anjan Chatterji, M.B.A., J.D., LL.M., CEO of NOMADX Holdings; Jorge Hernandez, Vice President of Quality Assurance at The Wendy’s Company; Chirag Bhatt, RS, CCFS, Director of Regulatory Affairs at HS...2024-05-161h 49
Counting On HerThe Power of Being You: Finding Belonging and Success Through Authenticity and Collaboration with Jessica PerezIn this episode of The Counting on Her Podcast, host Amber Stitt interviews Jessica Perez, a powerhouse idea maker in the financial services industry. Jessica shares her journey from working in title and escrow to finding her passion in financial advising. She discusses the challenges she faced as a Hispanic woman in a male-dominated field and how she has been working to shake up the antiquated industry norms. Amber and Jessica also talk about the importance of supporting and uplifting women in the industry. Listeners are encouraged to embrace their uniqueness a...2023-10-2516 minCounting On HerIntentional Career Moves: Ramona's Pursuit of Meaningful Roles in Financial Services and EducationIn this episode of The Counting on Her podcast, host Kelly Sese interviews guest Ramona Maior, an experienced financial advisor. Ramona discusses her recent career transitions, including becoming an adjunct professor at Grand Canyon University in Arizona and a regional relationship manager at Priority Financial Group. She emphasizes the importance of networking in landing these positions and shares advice for those new to networking. Ramona also highlights the significance of being intentional and thoughtful in choosing job opportunities that align with one's values. Listeners gain insights into the power of building...2023-10-1815 minCounting On HerLeaving a Legacy: Understanding Homeownership Rights with Juli DoyleIn this episode of The Counting on Her Podcast, host Kelly Sese sits down with mortgage industry expert Juli Doyle to discuss her experience in the reverse mortgage business. They address common misconceptions about reverse mortgages, such as the fear of losing ownership of one's home, and highlight the benefits of passing on equity rather than the physical property. They also discuss the current state of the real estate market, emphasizing the importance of local factors and the need for mortgage planning. Juli shares valuable advice for homebuyers, including the importance of getting...2023-10-0408 minCounting On HerFinding Financial Freedom: Destiny's Journey from Aptitude Test to Insurance CareerIn this episode of The Counting on Her episode, host Kelly Sese interviews Destiny Cover, an insurance agent with Mutual Omaha, about her first year in the insurance business. Destiny shares her journey of leaving her previous job due to unhappiness and wanting more flexibility. After taking a career aptitude test, she decided to pursue a degree in finance and ultimately joined the insurance industry. Destiny's personal experience of losing her mother-in-law without any financial planning inspired her to help others avoid similar situations. She discusses the importance of starting early...2023-09-2711 minCounting On HerBalancing Leadership and Candidate Experience: Insights from Kelly SeseIn this episode of The Counting on Her Podcast, host Sue Kuraja interviews Kelly Sese, a corporate recruiter at Mass Mutual. Kelly shares her journey into recruiting and how her multicultural background gives her an edge in the industry. They discuss the impact of automation and AI in recruiting, with Kelly emphasizing the importance of a personal touch. They also delve into the challenges of hiring women in the insurance and financial services space and the need for inclusive recruiting practices. Kelly highlights the role of supportive leadership and the potential for change in the in...2023-09-2009 minCounting On HerDiane's Story: From Personal Experience to Creating Customized Solutions in InsuranceIn this episode of The Counting on Her Podcast, host Amber Stitt interviews special guest Diane, who shares her personal journey into the financial services industry.Diane's experience helping her mother navigate the complexities of Medicare inspired her to become a Medicare specialist. She discusses the challenges she faced in finding the right plan for her clients and highlights the importance of customizing solutions for individual needs. Diane's story serves as motivation for listeners to explore unique pathways and specialize in their chosen fields. She also emphasizes the significance of preventive care in...2023-09-1313 minCounting On HerLeading with Passion: How Undrea Smith Helps Clients Own Their "WHY" in RetirementIn this episode Counting on Her episode, Sue Kuraja interviews Undrea Smith, a financial advisor and motivational speaker. Undrea shares his journey of discovering his "why" and the events in his life that shaped his purpose in helping clients plan for retirement and leave a legacy. Undrea's personal experiences with the loss of loved ones and the financial struggles they faced inspired him to start his own practice and provide comprehensive retirement planning services. The episode also discusses the upcoming member appreciation event by NAIFA Arizona, highlighting the importance of in-person networking and...2023-09-0614 minCounting On HerAmplify Your Voice: Mentorship, Sponsorship, & Collaboration for Career Success w/ Toni GonzalesWelcome back to another exciting episode of The Counting on Her podcast! In today's episode, we have an incredible guest, Toni Gonzales and this podcast was hosted by Amber Stitt. Get ready to be inspired as we delve into the world of mentorship, sponsorship, and personal growth. Toni shares her insights on the importance of mentorship and sponsorship in career development, highlighting the role they play in amplifying your voice and ensuring your contributions are recognized. Amber and Toni also reflect on their amazing travels this year, attending industry events in Phoenix, Atlanta...2023-08-3016 minCounting On HerThe Network Effect: Unveiling the Power with Lincoln Financial with Dave and Chelsea In today's episode of the Counting on Her podcast, join us as we uncover the secrets behind the "Network Effect" and discover how it can positively impact all aspects of our lives. Our host Amber Stitt welcomes special guests Dave Garr and Chelsea Coble from Lincoln Financial. Together, they discuss the fascinating concept of the "Network Effect" and how it has transformed not only their work lives but also their personal lives. They share profound insights on the power of leveraging networks, fostering collaboration, and building strong relationships for success and growth. Tune in...2023-08-2315 minCounting On HerCollaborative Leadership: ALF and Philly Team Up to Support Children Across ArizonaIn this enlightening Counting on Her podcast episode, we are joined by Megan from the Arizona Leadership Foundation (ALF) and Kalie from Philly as they share their collaborative efforts in supporting children across Arizona. Megan Fitzsimons, who joined ALF in 2014, brings her extensive experience as a special education teacher to the table, focusing on disabled and displaced student applications and later expanding her role to include development for the foundation. Kalie, representing Philly, joins forces with ALF to make a significant impact on the lives of children in need.Kalie's involvement with Philly brings a...2023-08-1613 minCounting On HerTiana Shows Up with Abundance vs. Scarcity!We bring you the extraordinary journey of Tiana Ronstadt, a powerhouse female advisor and a true force to be reckoned with in the financial industry. Tiana shares her insightful perspective on the challenges faced by female advisors and the intricate balance they strive to achieve in their multiple roles. Through her own experiences, she reveals the undeniable truth that trying to do it all simultaneously is simply not feasible. She offers invaluable wisdom on the deliberate choices she made to navigate through tough times, all while pursuing her vision of having it all and doing it all.2023-06-1217 minCounting On HerCreating a Seat at the Table: Advocacy, Nationally and Locally with Win HavirIn this Counting on Her episode, Amber interviews Win Havir, a founding member of the Women in Insurance Financial Services (WIFS) chapter in Minnesota. Win shares her journey and explains the need for women's representation in the Insurance and Financial Services industry. She highlights the importance of addressing women's issues and promoting the advancement of women in the field.They discuss her advocacy work for women, particularly through her involvement with the National Association of Insurance and Financial Advisors (NAIFA) and its connection to WIFS. She explains how their associations are linked and how they s...2023-05-0314 minCounting On HerAdvocating for Women: A Conversation with Aprilyn at the WIFS 2022 ConferenceJoin us on this inspiring podcast episode as we delve into the life and achievements of Aprilyn Chavez Geissler, LACP, a remarkable individual hailing from New Mexico.With a diverse background in the insurance and financial services industry, Aprilyn has made a significant impact in various sectors, including multiline, employee benefits, fixed insurance, and financial services. Currently serving as a NAIFA National Trustee, she also holds the prestigious titles of MDRT, Court of Table, and First Executive Vice President for Gateway Insurance and Financial Services, in addition to managing her own practice.Aprilyn's e...2023-04-0510 minCounting On HerConflict Drives Conversation: Guest Kate Beck live at the 2022 WIFS ConferenceThank you for listening to the Counting on Her podcast!In today's episode, we feature our guest Kate Beck, CEO of PDX Insurance & Associates and Certified Positive Intelligence Life Coach.She focuses on empowering the current and next generation of women to achieve more by paving their path to success; promoting financial and business literacy, inspiring the creation of action plans, and teaching them to harness their mindset to turn challenges into gifts. In this episode, Kate discusses how conflict is a natural part of life, yet many sabotage our relationships by not a...2023-03-0805 min
Enterprise Podcast Network – EPNA Mentorship Guide for Slaying Dragons Susan Combs, President of Combs & Company, a full-service insurance brokerage firm based in New York City joins Enterprise Radio. Listen to host Eric Dye & guest Susan Combs discuss the following: * Tell our listeners the pivotal “Pancakes for Roger” story. * Talk to us about the “slaying dragons” part of the book’s title. What advice do you offer your readers to help them feel like they are slaying dragons? * What are some of your favorite lessons that you learned from your dad? * You offer many lessons specifically to your female readers. Can you relay some of those...2023-01-2721 min
Uncorking a StoryDo More, Better with Susan CombsSusan Combs is President of Combs & Company, a full-service insurance brokerage firm based in New York City. She started the company at twenty-six years old with a drive to “Do more, better.” This internal mantra has resulted in numerous successes and firsts, like being named the youngest National President in the over eighty-five-year history of Women in Insurance & Financial Services (WIFS) and the first female Broker of the Year winner for BenefitsPro. She joined me on Uncorking a Story to talk about her book, Pancakes for Roger: A mentorship guide for slaying dragons, which includes the lessons she learned duri...2023-01-0634 min
Enterprising Families PodcastJulie Keyes shares on Exit Planning for Family BusinessJulie Keyes shares on Exit Planning for Family Business
About: Julie Keyes is a Certified Exit Planning Advisor (CEPA) the founder of KeyeStrategies, LLC in Minneapolis, MN specializing in exit and transition consulting. Julie has been an entrepreneur most of her life. As the founder and operator of several companies, she understands the responsibilities of ownership and the struggles that come with the role of being an owner.
She works with business owners who seek to understand and maximize their exit and critical transition options. She is actively involved with the Exit Planning Institute, as...2022-10-3026 min
Grief 2 GrowthPancakes For Roger-Advice From A Father- Susan L. CombsSend me a Text MessageSusan L. Combs is President of Combs & Company, a full-service insurance brokerage firm based in New York City. Susan started the company at twenty-six years old with a drive to “Do more, better.” This internal mantra has resulted in numerous successes and firsts, like being named the youngest National President in the over eighty-five-year history of Women in Insurance & Financial Services (WIFS) and the first female Broker of the Year winner for BenefitsPro.Susan is “a Missouri girl in a New York world,” The lessons she learned during her Midwestern upbringi...2022-10-261h 10
The Long Thread PodcastKris Bruland, Handweaving.netWhen you think of weaving tools, you probably picture shuttles, sleying hooks, a raddle, and a warping board. Just as important for many weavers is the software that displays and manipulates weaving drafts. Even if you don't use a computer-controlled loom, weaving software helps you visualize your project, check it for errors, and envision variations, among other functions. It seems like a far cry from handwritten drafts or Industrial Revolution-era books of weaving instructions.
When Kris Bruland became interested in weaving in 2003, he came across some of those old drafts and manually entered them into weaving software...2022-09-1052 min
Welcome To FatherhoodPancakes For Roger (ft. Susan Combs)This episode features a conversation with my guest, Susan Combs. Susan L. Combs is President of Combs & Company, a full-service insurance brokerage firm based in New York City. Susan started the company at twenty-six years old with a drive to “Do more, better.” This internal mantra has resulted in numerous successes and firsts, like being named the youngest National President in the over eighty-five-year history of Women in Insurance & Financial Services (WIFS) and the first female Broker of the Year winner for BenefitsPro.Susan is “a Missouri girl in a New York wo...2022-09-0758 min
Ignite Your Confidence with Karen LaosBe the Culture Your Workplace Needs with Rita ErnstAs a recently published author myself, I am excited to celebrate with Rita about her newly published book, “Show Up Positive!” Rita’s career has been all about teams and organizations, helping people come together in the workplace to find common purpose and accomplishments. She wrote her book to help you do the same in your workplace, as well.If you’ve been struggling to find common ground in your work community, this episode is for you. You will be challenged to be introspective and find the courage to step out and be the positive change you want to...2022-07-2038 min
Nothing But The TruthCHRISTINE COX-WEST, Partner The Fortis AgencyChristine Cox-West is a Partner at The Fortis Agency a financial services and #wealth management firm. Christine is the past NJ Chapter President of Women in Insurance and Financial Services (WIFS). She also sits on the board of the Morris County Chamber of Commerce among many Fortune 500 Executives as well as chairing their Women in Business Program. In 2019 Christine was named NJBiz Top 40 Under 40. Talks positivity and the benefits of financial goal setting, to live one's best life for themselves and for the one's they love. Christine is a wife to husband, David, and mother to Alexa, Jack and...2022-06-0831 min
GIVING STARTS WITH YOU132: Pancakes for Roger - The Movement with Susan CombsThank you Susan Combs for being so open and honest and sharing your personal story of grief, I know it will help many through theirsMeet SusanSusan L. Combs is President of Combs & Company, a full-service insurance brokerage firm based in New York City. Susan started the company at twenty-six years old with a drive to “Do more, better.” This internal mantra has resulted in numerous successes and firsts, like being named the youngest National President in the over eighty-five-year history of Women in Insurance & Financial Services (WIFS) and the first female Broker of the...2022-05-3052 minCounting On HerWhy your mindset matters in Financial Services w/ Adrienne Grace💡 Are you a financial professional looking to boost your business and avoid burnout?Join us and mindset coach Adrienne Grace as we explore the power of tapping into the subconscious mind. Discover how you can work in harmony with your analytical brain to unlock greater success in your career. Don't miss out on these invaluable mindset tips! #FinancialSuccess #MindsetMatters #BusinessBoost #AvoidBurnout2022-05-0616 minCounting On HerWhy mental health care should be a part of ALL health insurance plansJenny Weaver is a partnership specialist at AllyHealth and is a huge advocate for mental health care in insurance plans. Listen in for a discussion all about the importance on pushing the boundaries on traditional employee benefit packages so that mental health coverage has a permanent spot. 2022-05-0620 minCounting On HerCreating a happier workplace with Darrin Tulley🔥 Want to create a happier workplace and boost the success of your business? Join us as we chat with Darrin Tulley, founder of Ignite Happy, about the power of implementing a people-first culture. Discover how prioritizing your employees' well-being can lead to greater productivity, improved morale, and long-term success. Don't miss out on this insightful discussion! #HappierWorkplace #PeopleFirstCulture #BusinessSuccess2022-05-0426 minCounting On HerWhat is your relationship with money? with Christy Strauch💰 Curious to uncover the roots of your relationship with money? Join us as I chat with Christy Strauch, author, and business coach, as she delves into the fascinating exploration of our emotional connection to money. Discover how gaining clarity on your money mindset can shape your habits and ultimately lead to financial empowerment. Tune in for an eye-opening conversation you won't want to miss! #MoneyMindset #FinancialEmpowerment #HabitsThatShapeYou2022-05-0415 minCounting On HerWhy Aging Matters and Ways You Can Help Your Clients Get Through ItBarbara Micheletti, MS is a gerontologist and an expert on aging. She is an advocate for older adults and helps support professionals in financial services so they can better serve their aging clients. Listen in for a powerful discussion about how important it is for all of us to become aging experts. 2022-05-0416 min
Hot Mess HotlineRules to Live By for Good Leaders and Bad Leaders with Chris ClewsChris Clews, speaker and author, bring us rules to live by for good and bad leaders straight from the 80s! Again! He has such a valuable perspective to share (and we have laugh so much when we're together), I just had to have him back. This time we're talking about Road House and other 80s favorites. Plus if you're thinking about pivoting your career or there's a creative idea you keep thinking and dreaming about, Chris has some great advice on how to take action on it. Here's just a snippet of all the lightbulb...2022-04-2743 min
Herspiration Happy HourHerspiration Happy Hour, Season 5, Eps. 15: "Slaying Dragons" w/ Susan L. CombsHey, Herspiration Happy Hour fans! Did you tune in this past Wed, March 16 at 7 pm EST on our FB, YouTube, or Twitch channel for Season 5 Episode 15 LIVE. Our guest will be Author and Insurance Broker, Susan Combs. Susan L. Combs is President of Combs & Company, a full-service insurance brokerage firm based in New York City. Susan started the company at twenty-six years old with a drive to “Do more, better.” This internal mantra has resulted in numerous successes and firsts, like being named the youngest National President in the over eighty-five-year history of Women in Insurance & Financial Servic...2022-04-151h 05