This episode is from one of my coaching calls. If you are interested in financial coaching services please visit my website: https://www.onroutefinancial.com/ In this episode, I bring back a guest for a 6 month update. My guest went from making $0 with a determination to make it work to a $12k month. She took the time to build sustainable financial habits, and now we talk about maintaining those habits. Maintaining sustainable financial habits is one of the keys to financial success. Listen in a...
Nov 10, 2023•1 hr 11 min•Season 3Ep. 15
This episode is from one of my coaching calls. If you are interested in financial coaching services please visit my website: https://www.onroutefinancial.com/ In this episode we tackle the challenges of facing tough financial times and transforming them into a roadmap for success. My client candidly shares their experiences of not always making the best financial decisions and the difficulty of recovering from such setbacks. However, they were determined to take control and manage their finances...
Nov 03, 2023•1 hr 23 min•Season 2Ep. 14
This episode is from one of my coaching calls. If you are interested in financial coaching services please visit my website: https://www.onroutefinancial.com/ In this episode my client shares her experiences of navigating the real estate market in California and the challenges of balancing practical spending with building long-term wealth. Despite being excellent savers and practical spenders, my client shares her realization that having a savings mindset isn't necessarily the same as a wealth-b...
Oct 27, 2023•52 min•Season 3Ep. 13
This episode is from one of my coaching calls. If you are interested in financial coaching services please visit my website: https://www.onroutefinancial.com/ In this episode we talk about overcoming debt, managing a mortgage on an expensive house, and finding empowerment as a newly self-employed individual. With my client’s spouse laid off since COVID, she had unexpected challenges. She reflects on the exhaustion of continually learning new skills, emphasizing that she doesn't wish to become a ...
Oct 20, 2023•1 hr 5 min•Season 3Ep. 12
This episode is from one of my coaching calls. If you are interested in financial coaching services please visit my website: https://www.onroutefinancial.com/ In this episode, we'll dive into cash flow and explore how it fluctuates on a month-to-month basis. And more importantly, how you can prepare for those lower end months. My client and I talk about the difficulties of when the money feels tighter than others, presenting challenges that require careful budgeting and resourcefulness. I share ...
Oct 13, 2023•55 min•Season 3Ep. 11
This episode is from one of my coaching calls. If you are interested in financial coaching services please visit my website: https://www.onroutefinancial.com/ In this episode, I coach on the benefits of the solo 401k and provide insights on leveraging this powerful retirement vehicle. We also talk about making monthly contributions and taking advantage of tax regrowth. I coach on strategies that allow you to systematically build your retirement savings while benefiting from potential tax advanta...
Oct 06, 2023•1 hr 3 min•Season 3Ep. 10
This episode is from one of my coaching calls. If you are interested in financial coaching services please visit my website: https://www.onroutefinancial.com/ In this episode we talk about planning for babies and college funds, because setting our children up for success starts with smart financial decisions is a great goal for many. We discuss the importance of thinking about investments early and starting right away. By making informed investment choices from the beginning, we can create a sol...
Sep 29, 2023•35 min•Season 3Ep. 9
This episode is from one of my coaching calls. If you are interested in financial coaching services please visit my website: https://www.onroutefinancial.com/ You're in a good place with your finances, but have you ever thought about what's next? In this episode we the mindset of thinking beyond the present and taking your financial journey to the next level. I challenge you to dream bigger, set new goals, and walk a path that aligns with your higher aspirations. I also guide my client on she ca...
Sep 22, 2023•43 min•Season 3Ep. 8
This episode is from one of my coaching calls. If you are interested in financial coaching services please visit my website: https://www.onroutefinancial.com/ We're diving into the world of capturing systems and automated funds, because who doesn't want to make money management a breeze? This episodes gets down to the nitty-gritty details spending habits and what you can do about them. Like categorizing your transactions like a pro, so you can really understand the connection between your budget...
Sep 15, 2023•1 hr 3 min•Season 3Ep. 7
This episode is from one of my coaching calls. If you are interested in financial coaching services please visit my website: https://www.onroutefinancial.com/ In this episode we discuss how we all experience money wins and struggles, and how creating a safe space to share and learn from each other's experiences is vital to community success. I break down strategies and options for retirement planning, particularly the switch to a simple IRA, the importance of contributing for your full-time empl...
Sep 08, 2023•1 hr 11 min•Season 3Ep. 6
This episode is from one of my coaching calls. If you are interested in financial coaching services please visit my website: https://www.onroutefinancial.com/ In this episode my client shares her fears and frustrastions of entrepreneurship when she took the leap from a dependable teaching job to pursue her true passion as a full-time coach and entrepreneur. She shares her journey of leaving her teaching job behind because it no longer aligned with her soul's calling. Now, as a full-time coach, s...
Sep 01, 2023•50 min•Season 3Ep. 5
This episode is from one of my coaching calls. If you are interested in financial coaching services please visit my website: https://www.onroutefinancial.com/ In this episode my brave client shares her journey of pressing the hard reset button on her life after a significant breakup. My client faced a major life transition in December when she ended a six-year relationship with her partner, who was also her colleague. The sudden change left her with little time to think about her financial situa...
Aug 25, 2023•1 hr•Season 3Ep. 4
This episode is from one of my coaching calls. If you are interested in financial coaching services please visit my website: https://www.onroutefinancial.com/ In this episode my client talks about her desire to create better budgeting habits and rebuild her financial cushion after a period of unemployment led her to a life-changing decision—to travel and experience the world. Despite the uncertainty, she embarked on an unforgettable journey to Europe, where she looked for job opportunities while...
Aug 18, 2023•59 min•Season 3Ep. 3
This episode is from one of my coaching calls. If you are interested in financial coaching services please visit my website: https://www.onroutefinancial.com/ In this episode we talk about the financial clarity and peace of mind that comes from knowing where your money is going. My client has taken significant steps, including getting a business bank account and credit card, resulting in a debt-free financial life. Now, she's excited about new projects and dreams, and she wants to explore budget...
Aug 11, 2023•1 hr 15 min•Season 3Ep. 2
This episode is from one of my coaching calls. If you are interested in financial coaching services please visit my website: https://www.onroutefinancial.com/ In this episode, we're talking about strategies to eliminate debt, secure our futures, and create a life of abundance. In this call I also coach on the importance of investing in self-care and emphasize its role in maintaining financial and emotional well-being. I outline a roadmap for my client to build up savings in both her business and...
Aug 04, 2023•50 min•Season 3Ep. 1
In this episode, I speak with Lizy Freudmann and we discuss how she's been able to leverage her money, through investing and philanthropy, to support her values and make a conscious impact. Lizy's entrepreneurial journey began as a marketer in her company, One More Thing. She's worked with a diverse portfolio of clients, from solopreneurs to large, international organizations. As an entrepreneur herself, she appreciates the need for all marketing efforts to be strategic: thoughtfully designed an...
Dec 16, 2022•1 hr•Season 2Ep. 10
A good tax strategy is vital to a thriving business. In this episode I sit down with Kimberly Tara, a trained CPA and certified tax coach as she breaks down the importance of having a clear and concise tax strategy, having a deep understanding of the finances of your business, and knowing your tax laws. Tara talks about good business practices to implement to make the most of your business while you're onroute to financial freedom. Kimberly Tara holds degrees from both Mount Carmel Academy, Aubu...
Dec 09, 2022•1 hr 6 min•Season 2Ep. 9
Being a mother is hard, and often times women find themselves stuck in the identity of being a mother and lose their sense of purpose in life. When you're building a home and a career and finding the balance of the division of labor as well as living a life of meaning and purpose, it can be very difficult and stifling. There are ways that mothers can find an opportunity to reflect on their own growth, dreams and in this episode we discuss how. Julie Neale is a leadership coach, community builder...
Dec 02, 2022•1 hr 1 min•Season 1Ep. 9
What is the cost of success? In today's episode I sit down with Mary Grace Gardner and she expands her ideas on that question. In her pursuit for corporate success, she realized that she was lacking in other areas. She did not have as much time to spend with loved ones, hobbies, or self care. Through this realization, Gardner spent dedicated time defining what success looked like and meant for her. This process is ultimately what led her to a life of multidimensional success. Mary Grace Gardner ...
Nov 25, 2022•1 hr 1 min•Season 2Ep. 8
For many of us, grief, anxiety, and trauma can hinder the way we run our lives and handle our money. Without the proper care or support, we can find ourselves in unhealthy spending patterns, forming unhealthy habits due to trauma responses, and not engaging with our bodies in a meaningful way. Dorie Silverman’s work is inspired by the belief that self-love heals. She has 22 years of experience as a yoga teacher and teacher trainer and has empowered and inspired hundreds of people to connect with...
Nov 18, 2022•1 hr 4 min•Season 2Ep. 7
Join The Become a Millionaire & Smash the Patriarchy Party: https://onroutefinancial.ck.page/ Starting a business is one thing, but scaling that business to it's true potential requires some help and collaboration. Unfortunately for many small business owners, we become so overwhelmed with the day to day tasks of running a business that we neglect the fundamental essentials of outsourcing work to someone who can actually help us with the growth of our business. Anna Papalia is the founder of...
Nov 11, 2022•1 hr•Season 2Ep. 6
Join The Become a Millionaire & Smash the Patriarchy Party: https://onroutefinancial.ck.page/ Building wealth starts from the financial planning that you make early on in your life. For many of us, that starts from the day we decide to attend college. Student debt in the United States is now at a 1.6 trillion dollars. This sets many people back from buying homes, starting families, getting married, or even reinvesting back into the economy in a meaningful way. Dr. Faith Okpotor is a college ...
Nov 04, 2022•53 min•Season 2Ep. 5
If you feel cute, you do cute! Today I chat with personal stylist and Susan Padron about her work in curating styles for her clients that are accessible, versatile, and a reflection of themselves. She works in navigating limiting beliefs, being bold in ourselves, and teaching her clients that clothes can be functional and a tool to build confidence. Susan believes that everyone deserves to feel like themselves, confident and beautiful, in who they are and showcasing that in the clothes they wear...
Oct 28, 2022•1 hr 5 min•Season 2Ep. 4
For many women, confidence in our voice stifles our ability to excel in business. The messages we've received from society enforce people pleasing tendencies, being timid, and fear of speaking up. Business coach, and the creator of Unleashed, Claudia Consolati teaches women how to amplify their unique voice and message into creating a wealthy and successful life- however they define it. Dr. Claudia works with visionary women entrepreneurs who want to grow purposeful businesses and be fully confi...
Oct 21, 2022•1 hr 7 min•Season 2Ep. 3
Wealth is more than just having money in the bank. Being wealthy is a mindset, and it is a reflection of all aspects of our lives. One important factor of wealth is the health of our relationships. Today I sit down with Christie Sears Thompson, family therapist, as she talks about the 5 areas we should all address in our relationships: communication conflict management relationship care self care connection Christie is from the East Coast and grew up most of her life in Virginia. After graduatin...
Oct 14, 2022•1 hr 2 min•Season 2Ep. 2
The entrepreneurial mindset is what makes or break entrepreneurs. It's about cultivating good money management skills, learning how to pay yourselves first, working with the income that you have, and how to invest to make it grow. My guests Lawrence and Gina Oliver III share their experiences jumping into entrepreneurship after a move to the Philippines that broadened their perspectives on what life can look like. Gina and Lawrence decided that their 9 - 5 lives just didn't work for them anymore...
Oct 07, 2022•1 hr 9 min•Season 2Ep. 1
Life flexibility. The one thing all of us look for when we start our entrepreneurial journey's. My guest Erika Brown may have perfected what that looks like. She is an unschooling mom of 3, serial entrepreneur, real estate agent, and property manager. She is dedicated to rethinking what our lives could look like. Erika, like many of us, had a rocky start to her entrepreneurship journey. She has since been able to create a flexible lifestyle for her family, that includes frequent vacations, time ...
Mar 11, 2022•53 min•Season 1Ep. 40
Educate. Liberate. Activate. These are the three principles that my guest, Keisha Bailey instills in all of her clients. Keisha is a financial strategist whose learned that investing is the best and most sustainable way to build wealth. She began her career helping the already wealthy maintain their wealth, but has since transitioned into a cause that creates the impact that she wants for her legacy. Keisha came from humble beginnings in Jamaica and her background gave her the empathy to underst...
Mar 04, 2022•50 min•Season 1Ep. 39
One of the most important aspects of changing the cycle of poverty is providing financial literacy to women. In this episode I speak with Pamela George, a financial wellness educator and someone who empowers women to take control of their financial health through healing the pain from their financial past. Pamela gets vulnerable and talks about her history growing up in Trinidad with a mother who did her best to provide for her and her siblings, but just couldn't quite do it all. She talks about...
Feb 25, 2022•41 min•Season 1Ep. 38
Your true character is shown in times of adversity. In this episode I speak with Patrina Wilson, a best selling author, TedEx speaker, and holistic financial coach about how she overcame the trauma of her husband's suicide and created a life that is bold, bodacious, and thriving. She explores the feminine model of leadership and is the pioneer of the "Unf*ck Your Money Mindset" program. Patrina Wilson is a testamant that long term fulfillment, harmony, and peace is possible even after trauma. Sh...
Feb 18, 2022•58 min•Season 1Ep. 37
