Welcome to part two of two of the mini-series about my recent purchase of a new home! On episode 67 I told the story of how my husband and I scored our dream home in just twenty eight days - be sure to check that one out! In this episode I'm honored two host two incredible real estate professionals - mortgage lender and America's Mortgage Mentor, Jen Du Plessis, and award-winning realtor Aaron Hendon. This panel discussion will tell you most of what you need to know about how to ensure...
May 09, 2017•52 min•Ep 68•Transcript available on Metacast Buying real estate can be a whirlwind - and if you've been following along for the past month, you know I've been in the middle of it myself! But it worked out, and my family and I landed our dream house in 28 days. Next week we'll be hearing from a panel of experts about how to buy real estate, but I thought I'd share my story first as a prequel. In this episode I break down both the story of how we speedily secured our mortgage, and the story of how we ended up moving into ...
May 02, 2017•25 min•Ep 67•Transcript available on Metacast Denise Duffield-Thomas is a money mindset mentor for the new generation of female entrepreneurs. Denise is committed to changing the way women think about wealth and money. Instead of losing belief or being intimidated, she inspires women to build their own definition of wealth. One thing you’ll have to come to grips with is that everyone has money blocks. We tell ourselves stories about why we shouldn’t worry about money or pass the responsibility off to someone else. Maybe subpar math skills o...
Apr 25, 2017•38 min•Ep 66•Transcript available on Metacast In today’s episode, I'm answering your questions about the stock market and the chances that we're in a bubble. These questions were submitted via email and in our Profit Boss® Facebook group, and are extremely relevant for all investors. Questions covered in this episode: Are we in a stock market bubble? Am I over-insured? Should I pay off debt or invest my savings? How can I save after I’ve maxed out my 401(k)? I also have some exciting news - I'm hiring a paraplanner! Listen in...
Apr 18, 2017•17 min•Ep 65•Transcript available on Metacast In preparation for tax time, Deborah Gregory talks us through how to minimize the chances you’ll be audited, who should expect to be audited and why, what to do if you do receive a dreaded audit letter, and how the audit process goes. She also has helpful hints for business owners about which expenses to be sure to keep good records of, and she shares her opinion on whether you should use Turbo Tax or hire a tax preparer. You can find show notes and more information by clicking this link: http:/...
Apr 11, 2017•39 min•Ep 64•Transcript available on Metacast Erin Lowry writes about how children should approach money conversations with parents. She writes for BrokeMillennial.com and she's a guest on Profit Boss® Radio this week. End of life conversations can be difficult, and the conversation about handling financial affairs when you pass away can be an especially touchy topic. Erin has practical tips for children to approach their parents so that conversations about money can be positive. Conversely, parents will find this advice helpful as wel...
Apr 04, 2017•49 min•Ep 63•Transcript available on Metacast This episode of Profit Boss® Radio is for the mommas. Dana Malstaff is the boss mom. She's a business and content strategist and founder of the Boss Mom community. Most importantly, Dana is an expert at quickly recognizing the things we should not feel guilty about, a common challenge that many mompreneurs have. Dana can help you kick that habit so you can excel at the two things you love - being a mom and making an impact. You can find show notes and more information by clicking here: http...
Mar 28, 2017•50 min•Ep 62•Transcript available on Metacast Katie is the next everyday heroine to be featured in our Everyday Heroine series. She started out in a low-paying government position that was not fulfilling. Now, she earns $160,000 annually and has made the jump to an organization that she loves. She and her husband have over $100,000 in savings and $230,000 in their investment accounts. In this interview, Katie shares with us how she turned the philosophy that healed a cancer diagnosis into a life philosophy that has served her well on the ro...
Mar 21, 2017•1 hr 1 min•Ep 61•Transcript available on Metacast Tara Gentile is the CEO and Founder of Quiet Power Strategy, a firm specializing in hands-on business training for idea-driven entrepreneurs. As an entrepreneur, she has a unique focus on practical goals and purpose. Finding goals that are catalysts for pushing past obstacles to creating wealth is her sweet spot. We’ll delve into a fascinating conversation on what entrepreneurs can do to build robust, successful businesses that generate income with ease. By the end of this episode, you’ll be ins...
Mar 14, 2017•39 min•Ep 60•Transcript available on Metacast Profit Boss®, I listen to a lot of other financial podcasts. I want to know what's out there, the topics other shows are covering, and the kind of advice other hosts give their audiences. Today I'm running through the top 10 worst pieces of advice I've heard on other shows. I explain the claims, break them down, and give you some tips for recognizing incorrect or ill-intentioned advice. It's crucial that you learn how to separate misleading ideas from the good stuff, so you c...
Mar 07, 2017•39 min•Ep 59•Transcript available on Metacast All you regular listeners out there know I LOVE a good side hustle, and today's guest might be the master of them all! In this episode, Hannah shares some of the many entrepreneurial lessons she's learned along the way, including the importance of reinvesting into your business. Hannah also talks about how her love of fashion inspires her to work hard every day, to the extent that her side hustle has become her full-time job. Hannah and I also chat about what it's like for her to ...
Feb 28, 2017•29 min•Ep 58•Transcript available on Metacast Joann Lublin is the new author of Earning It: Hard-Won Lessons from Trailblazing Women at the Top of the Business World. In this book, she interviews women who have achieved great success in the professional world. Two-thirds of the women interviewed for this book are senior executives. All of the women have fascinating stories to share about climbing the corporate ladder and helpful advice for the next generation following in their footsteps. You can find show notes and more information by clic...
Feb 21, 2017•25 min•Ep 57•Transcript available on Metacast The federal fiduciary rule has been a hot topic in recent months, first because of President Obama's decision to establish it. Now that President Trump has put the rule on hold to be reviewed, we're all talking about fiduciary advisors and regulations once more. I came across an excellent article recently, "What Your Financial Advisor Isn't Telling You," by Dr. Antoinette Schoar, and I knew I had to chat with her. Antoinette is a professor of Entrepreneurial Finance at M...
Feb 14, 2017•37 min•Ep 56•Transcript available on Metacast Profit Boss® Radio is celebrating our 1-year anniversary. When you think of anniversaries, you typically think romance. Since this is a financial podcast, I'm going to combine those two concepts and interview my husband, Robert Hendershott. He's a bonafide hedge fund manager. Hedge fund investing is a topic that's stumped me in the past so it will be a nice change of pace to demystify some of the myths and lore associated with this complex world of investing. You can find show not...
Feb 07, 2017•47 min•Ep 55•Transcript available on Metacast Our guest today, economics professor Sharon Poczter, is a renowned economist, researcher of financial exclusion, and self-professed Shark Tank junkie. Sharon has recently published findings that compare the pitches of investors with their success securing funds from the sharks. Since she's always been interested in how a lack of funds can exclude certain groups from wealth and leadership, she and her team decided to analyze how women entrepreneurs on the show compared with their male counte...
Jan 31, 2017•33 min•Ep 54•Transcript available on Metacast 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 
