In this episode, I'm talking you through both of those processes - and giving you a ton of resources to help you along the way! I start with my step-by-step recommendations to build a strong financial foundation. Whether you're a listener in your twenties with your first job, your thirties with some debt to eliminate, or approaching retirement, these simple guidelines can help you build the money muscles you'll need to save and invest intelligently for the future. I also answer so...
Jan 24, 2017•35 min•Ep 53•Transcript available on Metacast David is the author of NINE New York Times Bestsellers about money, including The Automatic Millionaire and Smart Women Finish Rich . David recounts the very early financial education he received from his grandmother, herself a single woman who decided to master money at the age of 30. Now, David teaches people around the world how they can become millionaires by implementing a very simple money habit. David also shares the story of the couple whose saving patterns enabled their modest incomes t...
Jan 17, 2017•34 min•Ep 52•Transcript available on Metacast This week I'm speaking with Kelly, whose lax money habits from her early 20s landed her in a stressful 25-year cycle of debt and uncertainty. Now, having sought help to finally improve her understanding of money and establish healthy spending and saving, she's debt-free. This episode is a great one for anybody wrestling with feelings of failure or inadequacy around money, but it's also educational for you parents out there who are wondering how to ensure that your children don&apo...
Jan 10, 2017•57 min•Ep 51•Transcript available on Metacast Happy new year, Profit Bosses®! I've heard from many of you that you want a step-by-step outline of how to get started investing, so our goal today is to provide just that! In this interview, PT starts by describing how he got started investing and saving. He talks about how to know when you're ready to start investing for the long term, and the different types of retirement accounts you can consider. We also break down three case studies based on people in different stages of life and...
Jan 03, 2017•37 min•Ep 50•Transcript available on Metacast Welcome back to Profit Boss® Radio for our final episode of the year! It's been a wonderful ten months of learning and community-building with you all, and I can't wait to see how this show and community evolve in 2017. Jessica talks about how she combined a lifelong love of performing with marketing acumen to become an engaging podcast host. Her first show, Lady Business Radio , offered an inside look at the lives of interesting and successful female entrepreneurs. Now she's the ...
Dec 27, 2016•45 min•Ep 49•Transcript available on Metacast We're back with another Everyday Heroine this week! Jennifer is the host of Congressional Dish . She's a spitfire committed to producing a valuable podcast with no partisan slant, and all in the face of some financial uncertainty. Before diving into the interview, I've got a mini-economics lesson for you. You've probably heard that the Fed raised interest rates -- but what's that mean for your bottom line? And your investments? I'll break all that down so you can be...
Dec 20, 2016•1 hr 7 min•Ep 48•Transcript available on Metacast Why do all the hard work to build up financial security if you're not going to protect it, right? So the point of today's episode is to express that the same principle applies to your business, too; you've got to make sure you and your business are legally protected from any unforeseen lawsuits, so you're not blindsided into losing what you've worked for. For this advice, we're thrilled to welcome attorney Lin Eleoff. Lin is the brains behind Cover Your Assets Onlin...
Dec 13, 2016•35 min•Ep 47•Transcript available on Metacast Before answering your questions, I want to make sure you start 2017 on the right foot by talking about taxes. I share some of my top tax tips -- including last-minute charitable contributions and tax loss harvesting -- that you can implement to make the most of your taxes for this year. I also give you a rundown of an excellent recent article from the Wall Street Journal that backs up what I've been telling you for a while now: index funds are the way to go! Then I dive into four listener q...
Dec 06, 2016•36 min•Ep 46•Transcript available on Metacast I get to be a fan-girl on this episode of the Profit Boss® Radio because of today's guest. It's not often that I have the opportunity to spend an hour with a three-time New York Times best-selling author who is a household name, and that's exactly who my guest is today. Dan Ariely is a world-famous economist who doesn't write about get-rich-quick schemes but has an amazing ability to generate massive interest in economics and irrationality. He is the co-creator of the Center ...
Nov 29, 2016•52 min•Ep 45•Transcript available on Metacast This week, I'm speaking with Cassie Crossley, podcaster and IT professional, about her own journey to financial security. Cassie's story is one of learning tough lessons, crafting a vision for the future, and maintaining the discipline to see it through. She's had plenty of obstacles -- two short marriages with financial troubles and lots of personal debt included -- but she hasn't let that stop her from achieving the monetary goals she set for herself. Cassie and I talk abou...
Nov 22, 2016•42 min•Ep 44•Transcript available on Metacast Laura Roeder is the founder of MeetEdgar, a powerful piece of software that organizes your social media posts, re-uses them, and distributes them intelligently. Before MeetEdgar, she ran a super successful coaching business , and has packed countless lessons into her already awesome career. While we don’t usually focus on entrepreneurship on this show, Laura’s story and advice were too good to pass up. We talk about how Laura got her businesses going (and thriving) at such an early age, and some...
Nov 15, 2016•38 min•Ep 43•Transcript available on Metacast Profit Boss®, I really can't overstate the importance of getting your financial advice from sound, unbiased sources. That's why I work to translate financial research into actionable advice for all of you. But this week, I'm stepping it up a notch by bringing you an interview with a bonafide expert -- Dr. Wade Pfau! In this episode, Wade shares absolutely essential information that you'll need to get serious about planning for retirement. It's not as simple as saving a m...
Nov 08, 2016•38 min•Ep 42•Transcript available on Metacast I hope that regardless of how long you've been listening to Profit Boss® Radio , you know that this podcast serves multiple purposes. Yes, I want you to learn concrete ways to improve your relationship with money; and yes, I do want you to get motivated to go out and earn everything that you deserve. I'm so excited to share my interview with today's guest, Wendy Wallbridge. Wendy is an inspiring author, coach, and consultant who's focused on helping people bring their lives i...
Nov 01, 2016•51 min•Ep 41•Transcript available on Metacast Amy Fox joins us this week to discuss the film Equity. Amy talks about where the idea for a film all about women in the financial industry came from, what the team wanted to bring to the big screen, and how they researched the storyline. Amy also shares the feedback she's gotten from men and women about the sexism portrayed in the film, as well as the challenges she and other women in Hollywood face when producing their work. You can find show notes and more information by clicking here: ht...
Oct 25, 2016•32 min•Ep 40•Transcript available on Metacast So many women dream of fleeing the nine-to-five workday in favor of more time and freedom. Often, however, it can be difficult to pinpoint the exact steps that will set you on that path. This week's guest has pulled together all the resources you need to make the jump from corporate work to the life of an entrepreneur, and she's offering them to you for free! Amy Mewborn is a former financial planner, fitness studio owner, and serial entrepreneur. She is passionate about helping women ...
Oct 18, 2016•50 min•Ep 39•Transcript available on Metacast Everybody in our Profit Boss® community has a unique financial journey. And for some of us, we had to hit rock bottom before we got re-educated about money. Our guest Lauren Greutman experienced the stress of never having enough, and she's here to tell you how you can finally defeat your debt. Lauren is a self-professed spender. A few years ago, she and her husband found themselves $40,000 in debt despite their healthy income. With some difficult conversations and serious dedication, the co...
Oct 11, 2016•35 min•Ep 38•Transcript available on Metacast After being fired from her corporate job in a particularly nasty fashion, Caitlin Pyle struggled with self-doubt and depression as she looked for her next career move. Less than two years after the launch of her site Proofread Anywhere , she's made more than $1 million in revenue and enjoys more financial freedom than she ever could have imagined. Caitlin is a self-made entrepreneur who's successfully turned a side-hustle into a career. In this episode, she shares her journey, her love...
Oct 04, 2016•34 min•Ep 37•Transcript available on Metacast Payel is my firm's Chief Investment Officer. Loring Ward, her company and my longtime partner, gives myself and my clients access to some of the best financial minds in the business. Payel offers her perspective on both the technical and emotional sides of finance. She talks about how she learned she could help people as a financial advisor, and all the key emotional skills she had to master to help clients achieve financial stability and abundance. She also discusses trends among women inv...
Sep 27, 2016•47 min•Ep 36•Transcript available on Metacast First we address the internal nature of most money-related obstacles. It's crucial that you dismantle negative assumptions about your money competence in order to move forward and craft your ideal life. Wealth is out there for you; you just need a solid plan, a kick-ass attitude, and some sound advice to achieve your financial goals. Finally, I offer you the chance to have a fifteen-minute call with me . Are you hiring a financial advisor and looking for advice? Do you think we could build ...
Sep 20, 2016•22 min•Ep 35•Transcript available on Metacast For the second week of Women's Financial Freedom Month,we're joined by the spectacular Manisha Thakor. Manisha is not only a CFA and CFP, but a former investment portfolio manager and an author passionate about helping women empower themselves by understanding money. Manisha talks about her concept of "money zen " -- the point where you don't worry about money because you're well-prepared and well-supported -- and how you can reach it. She also identifies the three ...
Sep 13, 2016•47 min•Ep 34•Transcript available on Metacast Welcome to Financial Freedom Month! To kick things off, we've got a solo episode packed with advice to right your financial ship -- or to keep you on the stellar journey you've started. First, I go through the Eight Principles of Financial Freedom that will help you get clear on your path and stick to it. This process is all about self-reflection on your current reality and how it relates to your goals. Then I delve into all the big and small things you should keep in mind when finding...
Sep 06, 2016•34 min•Ep 33•Transcript available on Metacast Hey Profit Boss® -- what if I told you that you could build a successful, independent, and beneficial business around your unique skills and strengths? This week's guest, Rha Goddess, shares her advice on how to do exactly that. Rha is an artist, activist, and very spiritual person. She is also an entrepreneur and a passionate coach of fellow entrepreneurs who are seeking to bring their ideas to life while increasing their financial stability. You can find show notes and more information by...
Aug 30, 2016•50 min•Ep 32•Transcript available on Metacast Farnoosh Torabi is America's leading personal finance authority hooked on helping others live rich and happy lives. She's a personal finance expert, speaker, and TV personality. Her work and advice has been featured in The New York Times, The Wall Street Journal, Entrepreneur, Time and Money magazines. You can find show notes and more information by clicking here: http://bit.ly/2bmHO0J Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendatio...
Aug 23, 2016•55 min•Ep 31•Transcript available on Metacast This week's Profit Boss® encapsulates the mindset and authenticity that many women hope to achieve in life and business. Maria Ross is a former corporate branding and marketing expert who now runs her own consulting firm, Red Slice . Maria also talks about her own financial backstory and mistakes she's made along the way. You can find show notes and more information by clicking here: bit.ly/2bubT0t Hendershott Wealth Management, LLC and Love, your Money do not make specific investment ...
Aug 16, 2016•1 hr 19 min•Ep 30•Transcript available on Metacast This episode kicks off a 3-part series where we cover helpful personal finance topics for women trying to overcome a financial setback. We begin with a candid conversation about Leslie Tayne's experience calling off her engagement because of a lack of transparency with financial matters. You can find show notes and more information by clicking here: http://bit.ly/2aE8lJl Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Mon...
Aug 09, 2016•46 min•Ep 29•Transcript available on Metacast The media loves to follow trends and makeup causes to justify assertions. I discuss why and help you parse through the weeds in order to build a healthy financial IQ as a conscious investor. You can find show notes and more information by clicking here: http://bit.ly/2aCYqkW Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative ...
Aug 02, 2016•18 min•Ep 28•Transcript available on Metacast Robin Koval is the CEO and President of the Truth Initiative, the national public health organization dedicated to achieving a culture where all youth and young adults reject tobacco. Today, she encourages women to push through the fear and take a risk in starting over. If you feel like a career change is in order, this episode is for you! You can find show notes and more information by clicking here: http://bit.ly/29T13ja Hendershott Wealth Management, LLC and Love, your Money do not make speci...
Jul 26, 2016•54 min•Ep 27•Transcript available on Metacast Barbara Friedberg and I dig into the differences between active and passive investment strategies. She supplies a wealth of information on exchanged traded funds. Barbara definitely has the heart of a teacher and she shares my passion for helping women take a more active role in their wealth management process. You can find show notes and more information by clicking here: http://bit.ly/29MKu48 Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendation...
Jul 19, 2016•37 min•Ep 26•Transcript available on Metacast I'll give you the 4-step process that I use to evaluate events and make sure that your financial wealth plan is intact regardless of unexpected events on a global stage. You can find show notes and more information by clicking here: http://bit.ly/29HqwJI Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only an...
Jul 12, 2016•30 min•Ep 25•Transcript available on Metacast Barbara has a backstory that will make you believe you can achieve any financial goal imaginable. The daughter of a money mogul, Barbara always had men in her life that would manage her money. She was out of the game -- until she had no choice but to learn its rules to dig out of some unexpected debt. You can find show notes and more information by clicking here: http://bit.ly/29c891V Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love,...
Jul 05, 2016•48 min•Ep 24•Transcript available on Metacast 
