Shows
Get Wealthy With MeAdvocacy, Leadership & Legacy how were Redefining Financial Security for Women in financeIn this special episode recorded at the AICPA Personal Financial Planning Symposium in San Diego, I sit down with Carolyn Larsen-Wieber to talk about the powerful role women are playing in shaping the future of finance. Our conversation centers around women empowerment, supporting elderly clients, and guiding women through major life transitions with confidence and clarity. We discuss how financial planning is not just about numbers, it’s about advocacy, trust, and creating long-term security during pivotal moments such as retirement, widowhood, divorce, or career changes. Carolyn shares how intentional planning, tax-aware strategies, and coordinated advisory teams he...
2026-02-1221 min
Get Wealthy With MeIs Social Media Helping or Hurting Your Financial Future?Social media has changed the way we see wealth, and not always in healthy ways. I recently sat down with Carey Sinnett to talk about the real impact social media has on our money mindset, financial decisions, and perception of success. In a world where highlight reels are constant and comparison is unavoidable, it’s easy to feel behind,even when you’re doing everything right. In this conversation, we unpack how curated lifestyles can quietly influence spending habits, create unrealistic expectations, and push people toward financial decisions that don’t align with their long term goals. W...
2026-02-0519 min
Get Wealthy With Me In an Uncertain Economy, This Is Why Planning Matters More Than EverWelcome back to another episode of the Get Wealthy With Me Podcast. Today, I’m joined by Rebecca Jackson, a trusted financial professional who specializes in helping tech professionals navigate some of the biggest financial moments of their lives, from IPOs and mergers to RSUs, bonuses, and complex compensation packages. Rebecca’s work is centered on turning high stakes financial events into clear, tax-smart plans that actually make sense. She has a unique ability to translate complicated tax rules into plain English and focuses on building strong money foundations that create long-term flexibility, freedom, and peace of mind. Her appr...
2026-01-2910 min
Get Wealthy With MeMINI SERIES EP5 | Breaking Barriers at Work: Finance, Race, and the Future of WomenIn this episode, I sit down with Niketa Williams for a powerful and necessary conversation about workplace adversity, diversity, and the responsibility we carry in shaping healthier environments for the next generation of women. While our discussion is rooted in finance and professional growth, it goes far beyond numbers, touching on race, inclusion, leadership, and the realities many women face when navigating corporate and professional spaces. Niketa shares insight on what it means to be different in the workplace and why embracing those differences is essential to progress, innovation, and equity. We talk about the challenges that come with...
2026-01-2220 min
Get Wealthy With MeMINI SERIES: EP4 This Is How We Stop Raising Money Stressed AdultsIn this episode, I sit down with Rachael Gibson at the AICPA Conference in Nashville for an honest and timely conversation about financial education, responsibility, and the importance of learning money skills early. We talk about how many of us were never properly taught how to manage money growing up, and how that gap in education continues to impact individuals, families, and entire generations. Our conversation focuses not only on teaching kids about money from a young age, but also on the reality that many adults are still learning as they go. Rachael shares thoughtful insight on how awareness...
2026-01-1519 min
Get Wealthy With MeMINI SERIES: EP3 Accountant Reveals the Truth About Managing Your Own FinancesIn this episode, I sit down with Jody Holt at the AICPA Conference in Nashville to talk about the importance of understanding your personal finances, and why this conversation needs to be front and center. Too often, money education is framed as something only the younger generation needs, but the truth is that financial literacy impacts every stage of life. From budgeting and saving to investing and planning, knowing your own numbers is foundational to long-term stability and confidence. We discuss why personal finance isn’t just about wealth, it’s about clarity, control, and peace of mind. Jody shar...
2026-01-0810 min
Get Wealthy With MeMINI SERIES: EP2 You'll Never Be Financially Free Until You Understand THIS ( The #1 Money Block Keeping You Stuck )In today’s episode, I sit down with Bee Nance, a licensed Certified Public Accountant (CPA) with over 15 years of experience in accounting, budgeting, and financial management, for a conversation that gets to the root of why so many people feel financially stuck. Bee brings a powerful perspective shaped by her work in non-profit accounting, where she provides financial oversight to multi-million-dollar organizations, as well as her role as an Accounting Professor, accounting translator, and published author. Bee is also the founder of The Rising Sunny, a social enterprise focused on financial empowerment, and the author of Sunny Gets Mo...
2026-01-0818 min
Get Wealthy With MeMINI SERIES: EP 1 The Brutal Truth About Work Place Culture - Jeannine K BrownIn this episode, I sit down with Jeannine K. Brown at the AICPA Conference in Nashville for a raw and necessary conversation about the brutal truth behind workplace culture. Jeannine is an Executive Coach, international speaker, author of Unstuck and Unstoppable, and a powerful advocate for inclusive leadership and high-performing teams. Together, we break down what’s really happening inside today’s workplace environments, from poor communication and unspoken expectations to emotional well-being, leadership gaps, and the cultural dynamics that either empower people or quietly push them out. Jeannine shares deep insight into how organizations can unlock their full pote...
2026-01-0831 min
AICPA Personal Financial Planning (PFP)Future-Proof Your Firm: Attracting Gen Z to CPA Financial PlanningThe pipeline is aging—and the profession is feeling the pressure. But what if Gen Z isn't just the next wave of talent, but the spark that transforms your practice? In this energizing episode, Cary Sinnett sits down with Sherron Permashwar, CPA and founder of The Modern Savvy CPA, to unpack why recruiting Gen Z isn't just important—it's essential. Sherron brings her insight as a 27-year CPA veteran with a digital-native following to explore: · What Gen Z really wants from a career in financial planning · How to move from a "hierarchy" mindset to a "community" c...
2025-07-2517 minAICPA Personal Financial Planning (PFP)Future-Proof Your Firm: Attracting Gen Z to CPA Financial PlanningThe pipeline is aging—and the profession is feeling the pressure. But what if Gen Z isn't just the next wave of talent, but the spark that transforms your practice? In this energizing episode, Cary Sinnett sits down with Sherron Permashwar, CPA and founder of The Modern Savvy CPA, to unpack why recruiting Gen Z isn't just important—it's essential. Sherron brings her insight as a 27-year CPA veteran with a digital-native following to explore: · What Gen Z really wants from a career in financial planning · How to move from a "hierarchy" mindset to a "community" c...
2025-07-2517 min
THRIVE, a Paychex Business PodcastLive from Las Vegas: The Best of AICPA Engage 2025Step onto the floor of the AICPA Engage 2025 conference in Las Vegas with THRIVE! On this special best-of episode, host Gene Marks chats with accounting’s brightest minds, uncovering insights on AI, change management, recruiting, and the future of the profession. From Mark Koziel’s take on why AI won’t replace accountants to Sabrina Parris’ surprising connection between beekeeping and bookkeeping, this episode is your backstage pass to the conversations shaping accounting.
Check out our suite of tools and resources designed to help financial advisors serve clients with confidence: https://bit.ly/4mQhPjR
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2025-07-0833 min
Get Wealthy With MeMoney Talks: Answering Your Biggest Financial Questions with My ProducerIn this episode, I sit down with my producer cagla for a real and honest conversation about all things money. We dive into some of the most common financial questions everything from saving and investing to credit, budgeting, and building long-term wealth. Whether you're just starting your financial journey or looking to level up, this episode breaks down the basics in a way that’s easy to understand and apply. No fluff, just practical advice and real talk about the mindset and habits that lead to financial freedom. Tune in to hear how we approach money behind th...
2025-05-1352 min
Get Wealthy With MeBorn to Ink : Anthony Nunez on Art, Mindset, and Turning Passion into a LegacyIn this episode, I sit down with Anthony Nunez, a rising tattoo artist who’s not only carving his own path in the industry but also following in the footsteps of his legendary father Chris Nunez. We talked about what it means to grow up around greatness, and how that shaped his passion, discipline, and mindset when it came to building his own legacy. Anthony shares the behind the scenes of his journey from planning and learning to traveling and putting in the work to become a true artist in his own right, but also wh...
2025-05-0657 min
Get Wealthy With MeBehind the Music | DJ Newmark on Fame, the Industry, and the Real Cost of Making ItIn this episode, I sat down with DJ Newmark, an American DJ, radio personality, and music producer who’s been part of the music industry for decades. You might know him as a member of the Grammy Award-winning, platinum selling hip-hop group The Funky Bunch, originally led by Marky Mark. But beyond the fame and the hits, DJ Newmark is someone who’s seen the industry from every angle on stage, behind the scenes, and in the business boardrooms. We talked about the real truth behind the music industry what most people don’t see. From how money moves in mus...
2025-04-2954 min
Get Wealthy With Mefrom China to America and the Truth About Opportunity, Money, and Who You KnowIn this episode, I sit down with Sean, who moved from China to America at just 14 years old. We talk about the stark differences between the two countries especially when it comes to education, business, and financial opportunity. Sean shares his experience as a recent college graduate, navigating life in a new country, and how the U.S. offers something he never had access to before: the chance to build, connect, and grow. We dive into the importance of financial literacy, how college plays a different role here than overseas, and why in America, it's often less about what...
2025-04-2244 min
Get Wealthy With MeFrom Poverty to Wealth | Climbing to the Top in the Face of Policy & American StruggleIn this episode, I sit down with Desiree, a powerful voice and resilient force who grew up with very little but never let her circumstances define her. From navigating life in poverty to building a future on her own terms, Desiree shares her incredible journey of grit, growth, and determination. We dive deep into the realities of the American struggle how current policy changes, economic challenges, and tariffs are affecting working families and young entrepreneurs trying to make it in today’s world. Desiree’s story is not just inspiring, it’s a mirror to what m...
2025-04-1545 min
Get Wealthy With MePower Perspective & Progress | A Conversation on Politics and MindsetIn this episode, I sat down with Holly Hanlon for a raw and honest conversation about what it’s like growing up as a woman, navigating the world with both strength and softness, and how embracing our feminine energy has played a powerful role in shaping our paths. We dove into the impact mindset has on every decision we make from business to personal growth and how politics and societal structures often influence the way we show up in the world. This conversation is about reclaiming power, shifting perspective, and understanding the progress we’re all capable of w...
2025-04-081h 02
Get Wealthy With MeBreaking Traditions Our Journey as an Indian Woman in BusinessGrowing up as an Indian woman comes with a unique set of challenges traditions, expectations, and cultural norms that often dictate the path we should follow. From a young age, we’re taught the importance of family, stability, and tradition, but what happens when we want more? In this conversation, we dive into the journey of breaking free from societal expectations, traveling the world, building businesses, and creating a new legacy for future generations.It’s about redefining success, embracing independence, and teaching our children that they can shape their own futures.If you’ve ever f...
2025-04-0156 min
Get Wealthy With MeWhy Most People Stay Broke Their Whole Life | The Key To Financial FreedomMost people spend their entire lives struggling financially, but why? In this episode, I sit down with Chris Monzon to break down the real reasons people stay broke and the mindset shifts necessary to escape the cycle. We dive deep into how our environment shapes our financial habits, the impact of money on our daily lives, and the exact steps needed to achieve financial freedom. If you're tired of feeling stuck and want to start building real wealth, this conversation is a must listen. Tune in now and take control of your financial future. Connect...
2025-03-2544 min
Get Wealthy With MeFrom Graduation to Greatness | How This Young Entrepreneur Built Her Own SuccessIn this episode, I sit down with Erin Williams, founder of Ivory Insurance, to talk about what it really takes to build a business straight out of college. Erin didn’t wait for the "perfect time" she jumped in, took risks, and built something incredible. We dive into her journey from recent graduate to business owner, the challenges she faced, and the mindset shifts that made all the difference. We also get into the truth about financial security, why insurance is one of the most overlooked tools for building wealth, and how young entrepreneurs can set themselves up...
2025-03-1845 min
Get Wealthy With MeLife Changing Advice ON Mastering Mindset & WEALTH with Dr. Catherine GilsteinLife Changing Advice ON Mastering Mindset & WEALTH with Dr. Catherine Gilstein In this episode, I had the pleasure of sitting down with Dr. Catherine Gilstein, and let me tell you this conversation was powerful. We dove deep into the connection between mindset, health, and wealth, and how the way you think can either make or break your success. Dr. Gilstein shared some life-changing advice on how to shift your mindset, take control of your health, and ultimately build wealth in your life. We talked about the importance of mental clarity, self-discipline, and having a clear vision for...
2025-03-1146 min
Get Wealthy With MeThe Investing Playbook | How This Young Investor Built a Property EmpireIn this episode, I sit down with Jay Abrams, a young real estate investor who has already built a property empire before turning 40. We dive deep into his journey how he got started, the strategies he used to scale fast, and the biggest lessons he’s learned along the way. Jay breaks down the real estate game like never before, sharing how he finds deals, finances properties, and navigates the ups and downs of investing. We also talk about the mindset shifts needed to break into real estate, take risks, and build long-term wealth. If you’ve been thinking abou...
2025-03-041h 05
Get Wealthy With MeThe Cost of Consumerism: How Money, Mindset & Mental Health Are ConnectedIn this episode, I sit down with Stephanie Edison, a top realtor and entrepreneur, to dive deep into the hidden costs of consumerism and how it affects not just our finances, but also our mindset and mental health.We live in a world that constantly pushes us to spend more, buy more, and want more but at what cost? Stephanie and I break down how society’s obsession with material wealth can lead to financial stress, anxiety, and even self-doubt. We also talk about how shifting your money mindset can help you build real wealth, financial freedom, an...
2025-02-2553 min
Get Wealthy With MeFrom Pittsburgh Pirates to Entrepreneurship | The Secret to Making Your Dreams a Reality In this episode, I sit down with Orsen Josephina, a former Pittsburgh Pirates player who left his home in Curaçao to chase his dreams in America. From grinding on the baseball field to building his own business, Orsen’s journey is a powerful story of perseverance, resilience, and entrepreneurship. We dive into: ✅ His journey from Curaçao to the Major Leagues ✅ The mindset of a pro athlete and how it translates into business ✅ The challenges of reinventing yourself after sports ✅ How he built his entrepreneurial success from the ground up
2025-02-1846 min
Get Wealthy With MeHow This Young Entrepreneur built a 7-Figure MedSpa | Wealth & Mindset Secrets with GabrielaHow do you turn a vision into a 7-figure business? In this episode, I sit down with Gabriela Baszton, a young entrepreneur who built a thriving holistic health and rejuvenating MedSpa alongside her husband. We dive deep into the mindset shifts, wealth-building strategies, and business lessons that helped her scale her business to success.Whether you're an aspiring entrepreneur, business owner, or someone looking to create financial freedom, this episode is packed with valuable insights on what it takes to succeed. From overcoming challenges to mastering money management and growth strategies, Gabriela shares her journey and the...
2025-02-1153 min
Get Wealthy With MeFrom Fraternities to Forecasts | College Life to meteorologist with Josh GreenIn this episode of Get Wealthy With Me, I sit down with Josh Greene to talk about his journey from college life and fraternity experiences to becoming a meteorologist. We dive into what it’s really like to balance academics, social life, and career goals while navigating the wild world of college. Josh shares how his time in a fraternity shaped his leadership skills, discipline, and networking opportunities ultimately helping him land a career in meteorology. Whether you're a college student, aspiring meteorologist, or just curious about how different paths lead to success, this episode is packed with insights, re...
2025-02-0448 min
2025-01-2833 min
Get Wealthy With MeHedge Funds & Money Mindset | Unlocking Wealth StrategiesHedge Funds & Money Mindset | Unlocking Wealth Strategies #investing #successmindset 📌𝐅𝐨𝐥𝐥𝐨𝐰 & 𝐂𝐨𝐧𝐧𝐞𝐜𝐭 𝐰𝐢𝐭𝐡 𝐦𝐞 👇👇: ✅Website: https://themodernsavvycpa.com/ ✅Instragram: https://www.instagram.com/sherronpermashwar/ ✅Facebook: https://www.facebook.com/profile.php?id=100088873519387 ✅Linkedin: https://www.linkedin.com/in/sherron-permashwar-cpa-0688586/ 🔔 𝐒𝐔𝐁𝐒𝐂𝐑𝐈𝐏𝐓𝐈𝐎𝐍 𝐋𝐈𝐍𝐊: https://www.youtube.com/@getwealthywithmepodcast?sub_confirmation=1 🎬 𝐖𝐀𝐓𝐂𝐇 𝐎𝐔𝐑 𝐎𝐓𝐇𝐄𝐑 𝐄𝐏𝐈𝐒𝐎𝐃𝐄: ▶️ 𝐄𝐩𝐢𝐬𝐨𝐝𝐞 1_https://youtu.be/b3V0hmcRXbE
2025-01-2849 min
Get Wealthy With MeBalancing Feminine and Masculine Energy | The KEY to unlocking your full potentialIn this episode of Get Wealthy With Me, I sit down with the amazing Sahily to dive into the powerful dynamics of balancing feminine and masculine energy in life and business. We explore how these energies shape our decision-making, leadership styles, and the importance of developing a strong legal mindset something I believe is essential for overcoming challenges and building a solid foundation for success. By combining feminine intuition with masculine drive, you can create a balanced approach that pushes you closer to achieving your goals. Whether you're an entrepreneur, a professional, or simply someone looking to grow personally...
2025-01-2148 min
Get Wealthy With MeBuilding Wealth and Breaking Barriers with Christina Nicholson In this episode of Get Wealthy With Me, I sit down with the incredible Christina Nicholson, founder of Media Maven, to talk about building wealth, breaking barriers, and thriving as a woman in entrepreneurship. Christina shares her journey from starting her own business to becoming a powerhouse in publicity, video production, and content creation.We dive into the challenges women face in the business world, the importance of financial literacy, and how to create your own definition of success. Christina’s story is packed with inspiration, practical advice, and insights on balancing ambition with empowerment.If...
2025-01-1444 min