Yesi & Tori - Podcast Details

Shows

Money Talk With Yesi & Tori21: Wrapping Up Season One of Money Talk With Yesi & ToriSeason One of "Money Talk With Yesi & Tori" is a wrap! This podcast has been a place for learning, a place for healing, a place for partnership and collaboration, and we are forever grateful to our listeners!!In this episode, we talk about what 2023 taught us and what we're looking forward to in 2024.This is a wrap up of Season One and a pause while we are on the ground meeting and serving our clients. We'll also be learning more about what female business owners need and bringing that information back to our...2024-01-2916 min

Money Talk With Yesi & Tori20: How SBA Loans Can Help Your Small Business With Stephanie ChungHave you been curious about commercial real estate and how you can use it in your business? We have just the resource and professional for you!In today's episode, we talk with Stephanie Chung, Vice President at Business Finance Capital. BFC is a Certified Development Company, a nonprofit licensed by the Small Business Associate (SBA) to approve, underwrite, and close loans on business owners' behalf through a program with the SBA called SBA 504. By using this SBA program with her clients, Stephanie specializes in helping small to medium sized businesses grow by helping the owner a...2024-01-1538 min

Money Talk With Yesi & Tori19: Creating Your 2024 Business PlanIt's the end of 2023 and we KNOW you're in the thick of business planning for 2024, just as we are!✍🏽💡We share our 2024 Business Planning agenda to give you a place to start for your plan, if you haven't yet embarked on planning for next year!We also discuss how (and why) you should include a financial advisor into your year considering tax deadlines, the ebb and flow of the year, your customized savings plan, in the context of your goals, etc.Reference our FAQ page for more answers to common questions.Visit o...2023-12-2629 min

Money Talk With Yesi & Tori18: Our Process To Help You Improve Your BusinessWhat is it like to work with a financial advisor to make your business better?? In this episode, we break down the specific process we use with our small business owner clients to help you 1) get a grip on your cash flow, 2) increase your take home income, and 3) increase your tax deductions, all while saving for your future.You deserve to have a partner in your journey that will support you in all the areas above to help you build generational wealth. Join our community by subscribing to our NewslettHER here!2023-12-1131 min

Money Talk With Yesi & Tori17: Protecting Your Business With Adriana HanYour business is your baby and often times your BIGGEST asset! So it's very important that you have a plan in place to deal with unforeseen circumstances that have the potential to derail your business altogether. We're talking things like a client slipping and falling, errors and omissions, general liability, an owner passing away, etc. etc. we could go on for days there are so many risks!So this week, we have on Adriana Han, an insurance specialist who works with business owners on protecting what they've worked so hard to build.Listen in for...2023-11-2729 min

Money Talk With Yesi & Tori16: Addressing Female Entrepreneurial Stressors with Clinical Psychologist, Dr. Christina SoibatianAs financial advisors, we often find that a plan often goes beyond just the financial part of it. We implement and execute a plan that is in your best personal and business interest. AND we understand that as women of color it’s more complex than that. Our guest, Dr. Christina Soibatian, has her Ph.D in Clinical & Community Psychology and works as a clinical psychologist professor and wellness coach for issues of stress.In this episode, we discuss stress and anxiety as it relates to female entrepreneurs. Christina bring to our conversation a warm sen...2023-11-1348 min

Money Talk With Yesi & Tori15: Marketing To Attract Your Soulmate Clients with Holly PendergastWe're back with part two of two with business coach, Holly Pendergast! Holly has coached women at all stages of their business from multi-million dollar earners to $0 earners. Holly is also a ROCK STAR marketer! She walks the walk by attracting & coaching incredible women business owners and building a successful business for herself. Holly shares her tips on how to attract YOUR soulmate clients. This is a must listen! Gather all of her golden nuggets and reach out to her for more information on how to work with her!Holly's WebsiteHolly's Instagram: @coach...2023-10-1632 min

Money Talk With Yesi & Tori14: Setting BIG Goals With Business Coach, Holly PendergastWe have our very first guest!✨ Our goal with our guests is to:1) Provide valuable insights or resources to support you in your business💡,2) Elevate our guest, who will also be a female business owner herself💪🏽. THAT BEING SAID! Holly Pendergast is a certified coach through The Life Coach School and has coached women at all stages of their business from multi-million dollar earners to $0 earners. Throughout 2022, Holly coached Tori on how to THINK BIGGER that led her HERE! (Get the juicy details in this episode!) Holly also shares...2023-10-0936 min

Money Talk With Yesi & Tori13: Building A Supportive Network As An EntrepreneurThis past weekend, we attended the Women’s Empowerment Expo where they had tons of vendors who were woman owned businesses, panelists focused on female entrepreneurship, and resources for female empowerment in business. So we were thinking about how important and impactful it is to build a supportive network as an entrepreneur, especially as a female of color, because sometimes entrepreneurship can feel lonely and scary if you are doing it all on your own. So today, we will cover: Why it’s important to build a supportive network, especially for female entrepreneurs of color...2023-09-1831 min

Money Talk With Yesi & Tori12: The Enneagram Pod Part Two - How To Leverage Your Enneagram Type In Your BusinessIn our last episode, we talked about how knowing your Enneagram type can provide valuable insights into your strengths, weaknesses, and motivations and how our types have shown up for us in our friendship and relationship. In today's episode, we talk about how learning our numbers shows up in our partnership and how we can use the information in our business to best help other female entrepreneurs of color in their business.Click here to listen to the first episode.What type are you and what types are your team members??2023-09-0429 min

Money Talk With Yesi & Tori11: The Enneagram Pod Part One - Our Partnership Through The Lens Of Our Enneagram TypesYou may be leading a team of different personalities with unique strengths & weaknesses. So how do you coordinate your team members' unique life experiences paired with unique desires, fears, and motivations to work toward your business' overarching mission effectively?One tool that we've tapped to help with self-awareness, empathy, and understanding within our own partnership is the Enneagram. In this episode, PART ONE of our Enneagram Pod, we set the foundation for what the enneagram tool is and what the different types are. Then we reveal our numbers and how it shows up in our friendship and...2023-08-2135 min

Money Talk With Yesi & Tori10: Celebrating Our 10th Episode!Today we're celebrating episode number 10 in our podcast journey!We reflect on our journey, so far, highlight some of our community's favorite episodes, some learnings and fun moments along the way, talk about what’s to come for the future, and THANK our listeners for your notes, feedback, and community!Visit our website to schedule a meeting with us to talk about your biggest goals, game plan for how to lower your tax liability, and keep more of your after tax money.We are Victoria Sierra an...2023-08-0725 min

Money Talk With Yesi & Tori9: Embracing Change As A Business OwnerChange is a normal and essential part of business that shows up in different ways. In this episode, we discuss: 1) What is change in business? 2) Why do we often not want to change? 3) Why do we need to embrace change as business owners?Here is the article we reference regarding the 4 different types of change in a business. Listen to the podcast by Adam Grant that Tori references about change facilitated by the Commandant of the US Coast Guard, Linda Fagan.Visit our website to s...2023-07-0331 min

Money Talk With Yesi & Tori8: Rewriting The Narrative On Renting For Entrepreneurs As business owners, we tend to put most of our cash back into growing our business. Makes sense, right? So when it comes to our other goals like buying a home, it can sometimes can feel like we are behind our peers, especially in this market! If you are a business owner and you are still renting, this podcast is for you! We address the importance of playing your own game, owning where you are and making the decision to choose it for yourself, and having a plan with financial professionals who can meet you where you're a...2023-06-1230 min

Money Talk With Yesi & Tori7: 8 Things We Wish We Would Have Known As Younger EntrepreneursYesi and I have been in the financial service industry since we graduated from college and I just celebrated 10 years of being an advisor! While we are forever learning and growing, I was reflecting back on my journey thinking about 22 year old Tori and what I wish we would have known back then. In this episode, we share 8 things we wish we would have known as young entrepreneurs! Visit our website to schedule a meeting with us to talk about your biggest goals, game plan for how to lower your tax li...2023-05-3018 min

Money Talk With Yesi & Tori6: Having The Courage To Charge What You're WorthIn this episode, we talk about why its sometimes difficult to charge what you're worth! We talk about why, especially as female business owners of color, it is so important to make sure we charge what we need to for our business and the impact on our personal wealth, generational wealth, and our community as a whole. Lastly, we offer tangible tips for your mindset and approach that you can implement when communicating your pricing.Visit our website to schedule a meeting with us to talk about your biggest goals, game plan for h...2023-05-1118 min

Money Talk With Yesi & Tori5: Reframing Imposter Syndrome For Women In BusinessAs female entrepreneurs of color working day in and day out for our clients, family, building generational wealth, whatever your WHY is, it’s important to talk about things that we might be struggling with and things that might not serve us to first, realize we’re not alone, and second, figure out a way to deal with it to get us through.In this episode, we talk about how imposter syndrome might show up for female entrepreneurs of color in business: what it is, how we’ve experienced it, the context in which imposter syndrome lives, and mo...2023-04-2521 min

Money Talk With Yesi & Tori4: Five Different Retirement Plan Options for Small Business OwnersAs a business owner you are responsible for setting up your own employee benefit plan. There is power in being able to customize a plan that is most suitable for you, your business and your employees; however, with the infinite amount of information there is out there, we understand that it can be overwhelming!In this episode, we break down 5 different retirement plans you can set up as a small business owner, the tax advantages to these plans, who each plan is best suited for, and the benefits to the employee and employer.Read our...2023-03-1316 min

Money Talk With Yesi & Tori3: Being The Jill Of All Trades & Taking The First Steps To Building Your TeamWhen you’re starting your business from scratch, you really have no choice but to be the Jill Of All Trades! And we get that. You have to know every role of your business in order to keep things running. In this episode, we talk about the realities of being a Jill Of All Trades and how to take the first steps toward building your team and transitioning from being Solo Jill to CEO Jill!And whether you're a solo Jill or a CEO Jill, we hope to support you in your journey of...2023-02-2727 min

Money Talk With Yesi & Tori2: Three Tips For Setting Yourself Up For Success As A Female Entrepreneur Of ColorAre you a female entrepreneur of color looking to connect with other badass women like yourself to share stories of challenges and triumphs, to inspire and be inspired, and to grow together as a community? Well you’re in the right place!Today we’ll share three tips that will help set you up for success as a female entrepreneur of color.Welcome to Money Talk with Yesi & Tori, we are financial advisors with a mission to change the face of modern wealth by helping female entrepreneurs of color find power in their money.Ma...2023-02-1024 min

Money Talk With Yesi & Tori1: The Inspo Behind Our Mission To Change The Face Of Modern WealthAre you a female entrepreneur of color looking to connect with other badass women like yourself to share stories of challenges and triumphs, to inspire and be inspired, and to grow together as a community? Well you’re in the right place!We are Yesica Lemus and Tori Sierra, female financial advisors of color with a mission to change the face of modern wealth by helping female entrepreneurs of color find power in their money.Today we’ll share a little bit about our own stories, where we draw our inspiration from, and talk about uniq...2023-01-2430 min