Welcome to one of the most elusive steps of the 7 Steps to Wealth framework: Ask. This step is life changing, because when you embody the Ask step, it means you embody the expectation that you will reach financial freedom. That said, this step is also especially difficult for women. I’m going to explain why that is–and what you can do to overcome that obstacle–because mastering the practice of asking is essential if you want to build meaningful wealth. In just 28 minutes, we’re going to explore ...
Nov 05, 2024•30 min•Ep 261•Transcript available on Metacast I often say there are two worlds of money: the one that lives in your bank account, and the one that lives in your head. And the only way to make that second world real is to talk about money, which many people are hesitant to do. But I have been behind the scenes of so many peoples’ bank and investment accounts, and deep in conversation about their money stories. Over the years, I have witnessed firsthand the power of words when it comes to creating their reality–and financial future. I’ve watc...
Oct 29, 2024•36 min•Ep 260•Transcript available on Metacast If you're going to be financially free, you need a plan for your wealth that doesn't require you to tick and tie and count and measure and categorize every single day. You need a plan for savings. You need a plan for spending. You need a plan that will ride the ups and downs without tanking your goals. And you need that plan to be as elegant and easy to execute as possible. Today we’re getting into step two of our series on The 7 Steps to Wealth: Plan. This episode is going to walk you...
Oct 22, 2024•36 min•Ep 259•Transcript available on Metacast Have you decided to be rich? That might seem like a very straightforward question, and most people would probably say, “Of course I’ve decided to be rich. I’m listening to this podcast, after all!” But I think most people haven’t truly decided to be rich yet, and I want to dig into what I mean by deciding to be rich: Are you making decisions every day that help you build and preserve wealth? Most people who have decided to be rich (in theory) are (in practice) actively deciding to spend money in...
Oct 15, 2024•25 min•Ep 258•Transcript available on Metacast It’s been about five years since I last spoke with today’s podcast guest, George Kinder, but it feels like just yesterday we talked about how good financial plans enable you to achieve life goals–and what freedom means. Since then, he’s managed to write another incredible book called “The Three Domains of Freedom,” so I was incredibly excited to bring him back onto the podcast to talk about what it means to experience freedom, the power of mindfulness to change the world, and how to identify whe...
Oct 08, 2024•37 min•Ep 257•Transcript available on Metacast Hey Money Lover, today we’re doing something a little bit different, inspired by a post I saw on Instagram. Someone had screenshotted a crowdsourced question from Reddit, then brought it over to Instagram to offer commentary on the situation. I was reading this post and attempting to collect my jaw off the floor the whole time, because it was a series of those “Am I the A-hole” or “Should I leave him?” posts where someone is describing a financial issue they’re having with their partner–all husb...
Oct 01, 2024•31 min•Ep 256•Transcript available on Metacast Emotions and money are so intertwined because our feelings are a part of everything we think and do. But a lot of people ignore or avoid their emotions because they don’t know how to identify or regulate them–and that’s a costly mistake. While that might feel easier in the moment, you end up missing out on a lot of important information–and those blind spots can cause you to make choices that aren’t aligned with your values or long-term goals. According to today’s guest, Jess Robson, the only wa...
Sep 24, 2024•46 min•Ep 255•Transcript available on Metacast “The sandwich generation” is used to describe people who find themselves taking care of their kids and aging parents… while trying to take care of themselves, too. (That part gets left out sometimes.) Today’s guest, Max Mayblum, prefers to call this group the caregiving generation, because they care for people on all sides of the age spectrum–and that’s who his business is created to support. Max has been in digital healthcare for most of his career. When his aunt was diagnosed with terminal can...
Sep 17, 2024•31 min•Ep 254•Transcript available on Metacast Today’s guest is someone who wants you to make money as much as I do: Kelli Thompson, executive coach and author of the book “Closing the Confidence Gap: Increasing your Peace, Potential, and Paycheck.” Kelli joined me on the podcast to talk about some of the biggest myths when it comes to salary negotiations, explain just how much your negative beliefs are costing you, and share scripts to help women confidently ask for more. While working as an HR professional in the corporate environment, Kel...
Sep 10, 2024•37 min•Ep 253•Transcript available on Metacast Get ready Money Lovers, because Alyssa is in the HAUSE! Alyssa is my little sister, and she has been a part of Hendershott Wealth Management since its inception–and–we worked together before that at our father’s firm. Don’t worry, I didn’t completely poach her from my dad’s business. In fact, she still works there! But when I started HWM, she came to work with me part-time because I was able to offer her a more flexible schedule and work environment as she grew her family. Alyssa started out doi...
Sep 03, 2024•21 min•Ep 252•Transcript available on Metacast This week’s guest on Love, your Money is no stranger to us at Hendershott Wealth Management… because she IS one of us! If you listened to the last few episodes of the podcast, you know that it’s anniversary month at our firm: We are celebrating a decade of building wealth and helping our clients pursue (and achieve!) financial freedom. We know you can accomplish so much more when you’re supported by the right people, which is why we’re big advocates for investing in your team. That’s why today’s...
Aug 27, 2024•30 min•Ep 251•Transcript available on Metacast In our last episode, I sat down with my husband and life co-pilot, Robert Hendershott, to reflect back on the last 10 years together–and the first 10 years of Hendershott Wealth Management! He joined me for another conversation today to turn our gaze forward and talk about what’s coming up next because our family is on the cusp of a huge milestone: Robert’s retirement. (Make sure you go back and listen to episode 249 if you haven’t already. It’s not required to understand this episode, but if yo...
Aug 20, 2024•32 min•Ep 250•Transcript available on Metacast Welcome to an extra special episode of the Love, your Money podcast–because we’re celebrating our 10 year anniversary here at Hendershott Wealth Management! It’s hard to believe it has already been a decade of helping high net worth women and couples build wealth and achieve financial freedom, but here we are–and, in so many ways, it feels like we’re just getting started. To commemorate this milestone, I invited an extra special guest to join me on the podcast. Long-time listeners may remember t...
Aug 13, 2024•43 min•Ep 249•Transcript available on Metacast Seven years ago, I recorded a podcast episode inspired by the worst financial advice I was hearing on other podcasts at the time. A lot of things have changed since 2017, and unfortunately, a lot of things have remained the same. I decided to revisit that awful advice and give it a 2024 refresh so you can see which bad advice is still being recycled, separate what’s true from what’s trendy, and make informed, educated choices that are right for you. My goal is to help you learn how to become a s...
Aug 06, 2024•57 min•Ep 248•Transcript available on Metacast Why does wealth matter? Because it is your key to freedom–and that’s something we care about a lot at Hendershott Wealth Management. We’re committed to helping people achieve financial freedom because with it comes the ability to do more of what they love in the world. And if we all spent more time doing what we love instead of what we feel obligated to… well, that’s the world we want to live in. Being rich is powerful, but most people struggle to embrace that because society has taught us to re...
Jul 30, 2024•14 min•Ep 247•Transcript available on Metacast “Can you just make the decision for me?” As an adult, it seems like life is a never-ending stream of choices. From little decisions like what’s for dinner to big decisions about your career or financial investments, the choices keep coming–and there rarely seems to be a “right” answer. I’m in regular conversation with clients about their financial choices and planning for life transitions. (Do I sell my company shares now or later? How much should I save for retirement? Can I afford to take this...
Jul 23, 2024•43 min•Ep 246•Transcript available on Metacast What does it mean to “age in place,” and why does it matter? Those questions motivated my conversation with Carol Chiang, today’s guest on the Love, your Money podcast. We’ve been taught to fear aging, and most people prefer to focus on maintaining their youth than thinking realistically about care and comfort later in life. But aging is inevitable, so why not focus on setting your future self up for success instead of chasing the idea of youth? According to AARP, 9 out of 10 retirees say they’d...
Jul 16, 2024•41 min•Ep 245•Transcript available on Metacast There are few things in life that we will all inevitably experience, and losing a loved one is, unfortunately, one of them. When that time comes, you should have just one thing to do: Grieve. But if you’re an executor with an estate to settle, there’s a good chance you won’t have the chance to deal with your grief until you’ve crossed the t’s and dotted the i’s, which can turn into a year-long, part-time job. (That is very much unpaid.) That’s why I brought Rachel Donnelly, founder of AfterLight...
Jul 09, 2024•38 min•Ep 244•Transcript available on Metacast Have you ever had a conversation with your money? Bear with me here, because I truly want you to answer that–and so does this week’s guest on the Love, your Money podcast, Ellen Rogin. Ellen is a financial intuitive who helps people strengthen their relationship with money, starting with one simple (but not always easy) task: Speaking to it… with respect. If you’ve ever had or voiced the thought, “I’m just not good with money,” or “I don’t have a head for money,” then you’re in the right place. ...
Jul 02, 2024•31 min•Ep 243•Transcript available on Metacast Welcome to the second in my two-part series on what are possibly the most misunderstood insurance products out there: annuities and whole life insurance. Our goal at Hendershott Wealth Management is to help you build wealth–and a legacy that lasts. Part of that process is protecting your wealth, and that’s why getting the right insurance matters so much! I’ve avoided covering these topics until now because it’s really difficult to find someone who can be considered an expert who isn’t also tryin...
Jun 25, 2024•37 min•Ep 242•Transcript available on Metacast I’ll be honest: I’ve avoided the complex (and often misunderstood) topics of annuities and whole life insurance here on the podcast for a long time—simply because it’s pretty difficult to find an expert to speak about them who isn’t also trying to sell you a policy. That changes today, because on episode 241 of Love, your Money , I'm introducing you to Kelsey Burke, founder of Apricity Financial Planning. Kelsey spent nearly a decade working in the insurance industry, learning everything th...
Jun 18, 2024•36 min•Ep 241•Transcript available on Metacast Money and anxiety don’t go well together, but news headlines like to pair them up because, let’s be honest, hitting your emotional triggers is good for their bottom line. Well, here’s some good news: You don’t have to fall for clickbait, and learning how to stay the course instead of reacting to their hot takes is good for *your* bottom line. In this episode, I’m going to provide a light in the darkness with clear, level-headed, stay-sane advice to help you navigate the unknowns of external even...
Jun 11, 2024•16 min•Ep 240•Transcript available on Metacast Welcome to episode 239 of Love, your Money ! In this episode, I’m joined by my good friend Sarah K. Peck, the founder and CEO of Startup Parent , a company focused on telling the stories of women's leadership across family and work. Her work has been featured in publications like Forbes, The New York Times, Harvard Business Review, and more. In today’s digital world and scrolling through our social media feeds, thoughts of “Keeping up with the Joneses” can be overwhelming. But have you ever...
Jun 04, 2024•37 min•Ep 239•Transcript available on Metacast Welcome to episode 238 of Love, your Money ! In this episode, I’m talking with Terri Cole, a licensed psychotherapist, global relationship and empowerment expert, and the author of Boundary Boss – The Essential Guide to Talk True, Be Seen and (Finally) Live Free . Terri is also the host of the highly popular and fantastic podcast, The Terri Cole Show. Setting boundaries can be a challenge for women. Being assertive is often seen as a negative, disguised under terms like “bossy” or “controlling”....
May 28, 2024•41 min•Ep 238•Transcript available on Metacast Welcome to episode 237 of Love, your Money ! In this episode, I’m sitting down with John Lanza, the creator of The Money Mammals, a comprehensive program that helps parents raise money-smart kids. He’s also the author of “The Art of Allowance,” which helps parents raise financially empowered children of any age. Raising financially savvy children can be challenging no matter where you are in your wealth journey as a parent. If you’ve struggled financially, you don’t want to pass any bad habits t...
May 21, 2024•44 min•Ep 237•Transcript available on Metacast Welcome to episode 236 of Love, your Money ! In this episode, I’m going to get a little vulnerable with all of you, look back on my financial mistakes and talk about 5 things I’d do differently knowing what I know now. At one point in your life, you’ve likely found yourself saying, “If I only knew then what I know now.” Or maybe you’ve already thought about what you would tell your younger self if you had the chance. Nobody’s perfect, and making mistakes is a part of life. The key is to learn fr...
May 14, 2024•15 min•Ep 236•Transcript available on Metacast Welcome to episode 235 of Love, your Money ! In this episode, I’m joined by Martha Lewis, a sleep consultant to health-conscious, high achievers that struggle with getting a good night’s sleep. As a certified sleep expert and Functional Diagnostic Nutrition practitioner, she addresses both body and mind with stress resilience techniques and testing for hidden health issues to get to the root cause of her clients’ insomnia. Martha has been featured in numerous publications, such as Thrive Global ...
May 07, 2024•32 min•Ep 235•Transcript available on Metacast Welcome to episode 234 of Love, your Money ! In this episode, we’re simplifying a few important topics that can feel overly complex to many people — tax-loss harvesting and backdoor Roths. If you’ve heard about these strategies before, but aren’t sure exactly what they mean, today’s episode will tell you everything you need to know. If you’ve never heard of these strategies, no problem! You’ll learn a few strategies that can improve your financial situation today. Before you know it, you’ll be t...
Apr 30, 2024•16 min•Ep 234•Transcript available on Metacast Welcome to episode 233 of Love, your Money ! Today, I’m joined by Breanna Blaney. Breanna is the Life, Invested Director & VP leading Dimensional’s efforts to explore the relationship between life and investing. The firm’s Life, Invested program helps simplify the world of investing, integrating it into the bigger picture of people’s lives so that they can not only invest better but live better. Breanna also has over 1,000 hours training in yoga and Ayurveda and is passionate about the inter...
Apr 23, 2024•22 min•Ep 233•Transcript available on Metacast Welcome to episode 232 of Love, your Money ! In this Money Coaching episode, I’m joined by a husband & wife duo who own a direct sales business. As entrepreneurs, they’ve been so focused on growing their business for the last 12 years that their personal finances have become an afterthought. As they look ahead towards retirement, they also know something has to change. In today’s episode, I’ll share actionable advice on how to go from successful business owners to having financial freedom in...
Apr 16, 2024•28 min•Ep 232•Transcript available on Metacast