Shows
Lady MoneyAn Abundant Mindset - an Interview with coach Heather PicardGuest – Heather Picard, Business Owner & Money Coachhttps://www.linkedin.com/in/heatherpicard/I'm a lifetime entrepreneur who cares about making an impact on the world through all the work I do, whether it's money coaching for women, running an ecological landscape company or giving people an incredible stay at one of my vacation rentals. Always expanding and learning, I love the creativity of being an entrepreneur at the helm of creating values based businesses.I bring everything I've learned from my 25+ years as CFO and owner of an award-winning, values-based landscape company to my wo...2021-11-1541 min
Lady MoneyTips in Ten - Achieving Financial SecurityHost – Teresa Mitchell, CFP ladymoneyllc@gmail.comIn my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequent financial security. I have found the key to moving forward from the image of bag lady to empowered lady is having a different kind of conversation with women than they usually experience with a financial advisor. It is about focusing more deeply on what matters in terms of family, community and life purpose. Approaching the conversation with comp...2021-10-1210 min
Lady MoneyTips in Ten - Common Money MistakesHost – Teresa Mitchell, CFPladymoneyllc@gmail.comIn my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequent financial security. I have found the key to moving forward from the image of bag lady to empowered lady is having a different kind of conversation with women than they usually experience with a financial advisor. It is about focusing more deeply on what matters in terms of family, community and life purpose. Approaching the conversation with...2021-09-2109 min
Lady MoneyCommon Financial Mistakes -- an interview with advisor Frances HarkinsGuest – Frances Harkins, CFP, AIF www.wheelsupwealthinc.com Frances Harkins is a CERTIFIED FINANCIAL PLANNER™ professional who has helped Bay Area families, individuals and business owners understand and solve their financial concerns since 2000. Working with those in a variety of professional fields, Frances devotes her time to developing long-term, trusting relationships with every client. In her position as Director of Financial Planning at Wheels Up Wealth, Frances takes pride in helping women gain greater confidence in money matters. In doing so, her goal is to help these clients feel empowered to effectively manage their financial resources.Host –...2021-09-0139 min
Lady MoneyTips in Ten - Achieving Your Full PotentialHost – Teresa Mitchell, CFP ladymoneyllc@gmail.comIn my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequent financial security. I have found the key to moving forward from the image of bag lady to empowered lady is having a different kind of conversation with women than they usually experience with a financial advisor. It is about focusing more deeply on what matters in terms of family, community and life purpose. Approaching the conversation with comp...2021-08-0608 min
Lady MoneyTips in Ten - Know Your Financial SituationHost – Teresa Mitchell, CFPladymoneyllc@gmail.comIn my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequent financial security. I have found the key to moving forward from the image of bag lady to empowered lady is having a different kind of conversation with women than they usually experience with a financial advisor. It is about focusing more deeply on what matters in terms of family, community and life purpose. Approaching the conv...2021-07-2308 min
Lady MoneyTips in Ten - Financial Literacy equals SecurityHost – Teresa Mitchell, CFPladymoneyllc@gmail.comIn my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequent financial security. I have found the key to moving forward from the image of bag lady to empowered lady is having a different kind of conversation with women than they usually experience with a financial advisor. It is about focusing more deeply on what matters in terms of family, community and life purpose. Approaching the conversation with...2021-06-2807 min
Lady MoneyTake Financial Control - an interview with advisor Reesa ManningGuest – Reesa Manninghttps://www.linkedin.com/in/reesamanning/Reesa Manning was a former Vice President and Senior Financial Advisor at UBS Financial Services for 12 years. Prior to her career in financial services, she founded Southern California based, 140 store franchise, Penguin's Frozen Yogurt. She served as president of the nonprofit, 2000-member National Council of Jewish Women in Los Angeles for three years and was past president of the Desert Cities Chapter of NAWBO (National Organization of Women Business Owners) and Women Leaders Forum of the Coachella Valley. She resides in Rancho Mirage with her husband an...2021-06-1526 min
Lady MoneyTips in Ten - Fearing The Bag LadyHost – Teresa Mitchell, CFPladymoneyllc@gmail.comIn my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequent financial security. I have found the key to moving forward from the image of bag lady to empowered lady is having a different kind of conversation with women than they usually experience with a financial advisor. It is about focusing more deeply on what matters in terms of family, community and life purpose. Approaching the conversation with...2021-05-2008 min
Lady MoneyTips in Ten - Mastering Financial WellbeingHost – Teresa Mitchell, CFPladymoneyllc@gmail.comIn my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequent financial security. I have found the key to moving forward from the image of bag lady to empowered lady is having a different kind of conversation with women than they usually experience with a financial advisor. It is about focusing more deeply on what matters in terms of family, community and life purpose. Approaching the conversation with...2021-04-2007 minLady MoneyWhy Financial Wellbeing Matters - an interview with advisor Rawson GulickGuest – Rawson Gulick, CFP, CAIArawson@willowcreekwealth.com https://willowcreekwealth.comAfter nearly 20 years in institutional financial services, I decided it was time to take my career in a fresh direction. I started my career in financial services and have held a range of institutional-level positions across management, trading, client service, and marketing. In 2019 I joined Willow Creek as wealth advisor to bring my insights from working with giant institutions toward helping individuals and families to better shape their financial well-being, their lives, and their world.My approach to client care is grounded in...2021-04-1926 minLady MoneyLady Money TrailerHost – Teresa Mitchell, CFPladymoneyllc@gmail.comIn my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequent financial security. I have found the key to moving forward from the image of bag lady to empowered lady is having a different kind of conversation with women than they usually experience with a financial advisor. It is about focusing more deeply on what matters in terms of family, community and life purpose. Approaching the conversation with...2021-04-1101 min