Episode 86: Olympian to Money Master with Lauryn Williams

Episode 86: Olympian to Money Master with Lauryn Williams

Work Your Wealth
Work Your Wealth
Episode 86: Olympian to Money Master with Lauryn Williams
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This week I sat down with Olympian and financial planner Lauryn Williams to discuss how to master money topics, specifically as it relates to athletes.

Lauryn, CFP® is a 4-time Olympian, 3-time Olympic medalist and the first American woman to earn a medal in both the Summer and Winter Olympics Games.

While pursuing professional sports Lauryn interacted with not one, but two financial advisors that didn’t provide the services she needed. She asked friends what they were doing about their finances and the answers were vague and unsettling. Constantly looking for ways to make a difference in the lives of others, she decided to put her finance degree and MBA to use to fill the gap for young professional. Eager to learn everything she then pursued the Certified Financial Planning certification.

Her company, Worth Winning, offers virtual services to help young professional get the answers to the financial questions that matter most to them. Whether that is creating a budget, figuring out a plan for paying off student loans, setting goals for savings or understanding your 401(k), Worth Winning is ready to help with all things personal finance.

HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:

  • Lauryn’s Olympic Journey and the worst place to end up in at the Olympics
  • Different financial income streams athletes tend to have
  • The financial effects of getting fourth place in the Olympics
  • Lauryn’s moment when she knew she needed to take charge of her money
  • The different types of financial advisors and the ones to be cautious of
  • What led Lauryn to the Certified Financial Planner coursework
  • The story behind Lauryn’s podcast Worth Listening
  • Why everyone needs a financial planner, regardless of your industry
  • Lauryn’s transition from an Olympic athlete to a financial advisor
  • How to look at transitions
  • What planning ahead can do for you in all aspects of life
  • How to determine if you could you pivot if you needed to
  • Advice Lauryn has if you have two platforms you are entertaining
  • Why Lauryn wrote her book The Oval Office
  • The importance of being authentically you

LINKS WE MENTIONED ON THE SHOW:

GET SOCIAL WITH LAURYN AND LET HER KNOW YOU HEARD ABOUT HER HERE

ENJOY THE SHOW?

Episode 85: Finding the Right Financial Advisor for You with Anjali Jariwala

Episode 85: Finding the Right Financial Advisor for You with Anjali Jariwala

Work Your Wealth
Work Your Wealth
Episode 85: Finding the Right Financial Advisor for You with Anjali Jariwala
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This week I sat down with fellow financial planner and CPA, Anjali Jariwala to discuss how to figure out how to find the right financial advisor for you.

Anjali Jariwala CPA, CFP® founded FIT Advisors to save her clients time and help guide them to better financial decisions. As a mom, business owner and wife of a physician, she understands the opportunities as well as challenges that young professionals face. Whether you’re running a medical practice, looking at your first job or navigating money conversations in a new marriage – she knows your home life and financial future is not the average juggling act. Anjali believes in a more hands-on advising approach – we pull all the pieces together to provide you with peace of mind.

HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:

  • Questions that come up around hiring a financial planner
  • Barriers people put up for not hiring a financial planner
  • How to address the emotional side of money
  • How a financial planner can provide a safe space to talk about your money
  • Important items to look for when searching for a financial planner
  • Fiduciary explained and why your financial advisor should be in this category
  • Fee-only versus fee-based financial planners
  • A few things to consider when finding the right fit for your financial planner
  • How comfort and the ability to relate can be crucial for picking your financial planner
  • Why your financial planner shouldn’t be afraid to have the tough conversations with you
  • Why you may not get the sample plan you ask for when interviewing a financial planner
  • The questions you SHOULD be asking instead
  • The peace of mind a financial planner can bring to your life
  • The fees discussed and the value that you get
  • Why fees will be different when comparing financial planners
  • Different options to pay your financial planner to make it work best for you
  • The challenges and pitfalls you might run into down the “do it yourself” route

GET SOCIAL WITH ANJALI AND LET HER KNOW YOU HEARD ABOUT HER HERE

ENJOY THE SHOW?

Episode 78: Discovering Your ‘Enough’ with Paul Jarvis

Episode 78: Discovering Your ‘Enough’ with Paul Jarvis

Work Your Wealth
Work Your Wealth
Episode 78: Discovering Your 'Enough' with Paul Jarvis
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This week I sat down with entrepreneur and author Paul Jarvis to discuss why you don’t need to grow your business.

Paul is a designer who likes writing (or vice versa) and has worked for himself since the 90s. He wrote a book called Company of One (Jan 15, 2019), published by Houghton Mifflin Harcourt.

His courses—Creative Class and Chimp Essentials—have been taken by more than 13,564 paying students. His writing has been talked about by everyone from Ashton Kutcher to Arianna Huffington. He’s worked with clients, such as Microsoft, Danielle LaPorte, Mercedes-Benz, Marie Forleo and Warner Music. His ideas and words have been featured in WIRED, Fast Company, Vice, USA Today and more. As a totally random aside, his photography has been seen on Greys Anatomy (the TV show).

HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:

  • Why Paul decided to write his book Company of One
  • The importance of a company of one
  • Why growth is not the best decision for every company
  • How a company of one is based on a mindset, not a number
  • The core skillset you will need
  • The significance of setting your upper bounds
  • The danger of setting your business goals too high
  • The number one thing to consider with goal-setting
  • Why introspection (and time for it) is a must
  • Factors to consider when setting your upper bounds
  • Lifestyle creep and how it can impact your happiness
  • The best way to juggle opportunities and obligations
  • How to have a business that supports your life and not the other way around
  • What “shoulding” all over yourself can do to your mindset and success
  • The way Paul defines success in his business
  • How systems can be more of a hindrance when starting a business
  • The significance of connecting with the customer before scaling

LINKS WE MENTIONED ON THE SHOW:

GET SOCIAL WITH PAUL AND LET HIM KNOW YOU HEARD ABOUT HIM HERE

ENJOY THE SHOW?

Episode 76: How to Start and Scale a Business with Autumn Witt Boyd

Episode 76: How to Start and Scale a Business with Autumn Witt Boyd

Work Your Wealth
Work Your Wealth
Episode 76: How to Start and Scale a Business with Autumn Witt Boyd
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This week I sat down with lawyer and entrepreneur, Autumn Witt Boyd to discuss how to start and scale a business.

Autumn is an experienced lawyer who helps ambitious and creative business owners reach their big goals. Together with her team at The AWB Firm, Autumn guides online and e-commerce businesses as they grow. She has special expertise in copyright and trademark issues, and her firm offers full-service legal support to creative businesses.

Autumn also hosts the Legal Road Map® podcast, which teaches business owners how to protect their rights and stay out of legal hot water. She lives in Chattanooga, TN with her husband Dave, twin boys Sam and Tyson, and daughter Vivian.

HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:

  • The importance of understanding your purpose when building a business
  • The reality of the first few years of entrepreneurship
  • Ways to still have an income when launching your business
  • How your network can be your best tool when starting a business
  • Different ways to market your business before you launch
  • How to leverage an assistant in your business
  • When is a good time to bring on an assistant
  • Determining when to have part time vs. full time staff
  • Dealing with the pressures of having a full time employee
  • What to do to remove some of the financial pressure when bringing on a new employee
  • Bringing on an assistant or employee needs to have a WHY behind it
  • Knowing when it’s time to get (or upgrade) your office space & how to deal with increased overhead
  • Options to consider if you can’t find affordable space
  • How to keep the vision of your business moving forward
  • The best reason to evaluate where YOU are lacking when hiring an employee
  • When you’re business takes off, how to control the growth

LINKS WE MENTIONED ON THE SHOW:

GET SOCIAL WITH AUTUMN AND LET HER KNOW YOU HEARD ABOUT HER HERE

ENJOY THE SHOW?

Episode 67: The Power of Accountability with Jess Lynch

Episode 67: The Power of Accountability with Jess Lynch

Work Your Wealth
Work Your Wealth
Episode 67: The Power of Accountability with Jess Lynch
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This week I sat down with Consultant and Wish Route Founder, Jess Lynch.

Jess Lynch grew up in the Boston area and has always had a love for business. She went to Babson College as an u’grad and met her now husband, Conor, on the third day of freshman orientation 🙂 After graduating, she pursued her Masters in Accounting and her CPA. She then spent 4 years in Forensic Consulting, investigating corporate fraud and calculating economic damages in litigation cases and disputes before going back to her alma mater for her MBA. During her MBA program, she was inspired by the recognition of a wish epidemic – she kept hearing friends say again and again that they wish they were exercising or eating healthier and something clicked. Jess founded Wish Route, an accountability service that gets users unstuck with their wellness intentions and moving forward. Jess graduated from her MBA program in May as the valedictorian of her class and is now developing Wish Route full-time.

HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:

  • What Wish Route is and how it could benefit you
  • Why people need an accountability partner, even with small tasks
  • The importance of taking the first step
  • The benefits of an accountability partner
  • The reasons behind Jess starting Wish Route
  • How Jess stayed on track for launching her business
  • Why the right team behind launching a business could make a huge impact
  • Lessons from Jess’s previous career that helped her launch Wish Route
  • The value of asking the tough questions when gathering feedback about your product or service
  • The approach we should all take when receiving constructive criticism
  • How to approach failure with the right perspective
  • Why Jess feels it’s important to be comfortable with being uncomfortable

LINKS WE MENTIONED ON THE SHOW:

GET SOCIAL WITH JESS AND LET HER KNOW YOU HEARD ABOUT HER HERE

ENJOY THE SHOW?

Episode 65: 5 Business Lessons in 5 Years

Episode 65: 5 Business Lessons in 5 Years

Work Your Wealth
Work Your Wealth
Episode 65: 5 Business Lessons in 5 Years
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5 Business Lessons I’ve Learned in 5 Years

One of the fun parts of being a financial planner is getting to field and answer questions from clients and readers all around the country. In these Work Your Wealth episodes I’ll be taking time to address and answer questions I’ve come across from readers and clients throughout my career. Today I’m talking about the 5 business lessons I’ve learned and sharing some details (and numbers) behind our company.

  • Get Uncomfortable Fast
  • Connect with People Outside of Your Industry
  • Delegate and Learn to Let Go
  • Find Your Three Pillars
  • Find Your Blue Ocean

HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:

  • Workable Wealth is celebrating a birthday!
  • Where Workable Wealth started and what it has grown into
  • Tools WW leverages to help clients along the way
  • Why WW believes in being accountability partners for its clients
  • Why you should be comfortable with being uncomfortable
  • How leveraging social media helped Mary Beth get uncomfortable
  • The importance of connecting with people outside of your industry
  • A crucial step to being successful in scaling and growing
  • The structure of and who is on the Workable Wealth team
  • Have you found your “three pillars”
  • The role mentorship has played in the growth of Workable Wealth
  • Why a mentor who challenges you is a perfect mentor
  • Workable Wealth wouldn’t be where it was today without masterminds
  • How Mary Beth’s “business bestie” helped her find time for her
  • Why your blue ocean doesn’t have to look like everyone else’s
  • A new product WW is looking to roll out in the coming months
  • In a few weeks WW will be putting a call out…
  • Where Workable Wealth is headed

LINKS WE MENTIONED ON THE SHOW:

LET’S CONNECT!

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Episode 62: Being Your Authentic Self with Kali Roberge

Episode 62: Being Your Authentic Self with Kali Roberge

Work Your Wealth
Work Your Wealth
Episode 62: Being Your Authentic Self with Kali Roberge
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This week I sat down with Financial Writer & Online Marketing Specialist, Kali Roberge.

Kali focuses on teaching others about mindful living through intentional spending. Kali’s work has appeared on Business Insider, The Shriver Report, Investopedia, Credit Karma, and more. She also runs a marketing firm, Creative Advisor Marketing, to help financial advisors better communicate with their ideal clients. Kali has been featured on Mashable, Fast Company, Forbes, and was named one of US News and World Reports 37 Personal Finance Experts to Follow on Twitter. She currently blogs at GoingBeyondWealth.com

HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:

  • How to deal with the feeling of not being good enough
  • The importance of living an authentic life
  • How to make a change to be true to yourself
  • The powerful impact of shifting the way you view yourself
  • Being who you are is more important than blending in
  • How being yourself can impact your marketing
  • The power of bringing your own voice into your marketing
  • How vulnerable you should/shouldn’t be in marketing
  • A rule of thumb when determining your level of vulnerability
  • Why you should market to people by showing instead of telling
  • Kali’s reason to talk openly and honestly about her wedding planning
  • How she was able to stick to their wedding budget
  • How to fend off some of the guilt around overspending for a budget

LINKS WE MENTIONED ON THE SHOW:

GET SOCIAL WITH KALI AND LET HER KNOW YOU HEARD ABOUT HER HERE!

ENJOY THE SHOW?

Episode 56: How to Retire Early with Deacon Hayes

Episode 56: How to Retire Early with Deacon Hayes

Work Your Wealth
Work Your Wealth
Episode 56: How to Retire Early with Deacon Hayes
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This week I sat down with financial expert and author, Deacon Hayes.

Deacon Hayes is a financial expert and founder of Well Kept Wallet. He has been featured in many news publications including Yahoo Finance, US News & World Report, CNN Money and more.

HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:

  • How Deacon paid off $52,000 of debt in 18 months and how that type of mentality could lead to a much earlier retirement age.
  • Why Deacon sold a car he was upside down on and how it helped him achieve his goal.
  • How Deacon and his wife stayed motivated to keep things going.
  • The importance of communication if you’re partnered up around your finances.
  • What financial independence means and why you need to have something planned after reaching it.
  • How being financially independent can positively impact your family life.
  • Why it’s important to know what you want to do when you “retire” and why you should work on your answer now.
  • Why you need to understand how to make money (and considerations you may be missing out on).
  • How you can automate making money and remove yourself from the equation.
  • The three different paths you can take to early retirement.
  • What Deacon’s business is earning and a peak under the hood at net earnings as well.
  • How Deacon’s book analyzes different perspectives and paths to financial independence.
  • How you can diversify your income streams to reach financial independence.
  • Why establishing goals are so important and how they can prevent you from encountering “lifestyle creep.”
  • Where to start when figuring out what your number is for financial independence.
  • Common mistakes people make when attempting to work towards early retirement.

 

LINKS WE MENTIONED ON THE SHOW:

GET SOCIAL WITH DEACON AND LET HIM KNOW YOU HEARD ABOUT HIM HERE!  

  • Twitter
  • Deacon’s e-mail: wellkeptwallet@gmail.com

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Episode 54: How to Amplify Your Voice & Speak in Public with Angela Chee

Episode 54: How to Amplify Your Voice & Speak in Public with Angela Chee

Work Your Wealth
Work Your Wealth
Episode 54: How to Amplify Your Voice & Speak in Public with Angela Chee
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WHY AM I SO AFRAID OF PUBLIC SPEAKING?

This week I sat down with Media and Communication Coach, Angela Chee.

Angela is a Media/On-Camera and Communication Coach, TV Host, Speaker and Creator of YOU, Amplified!™ and The Empowered Thought Leader Academy™. She helps leaders and entrepreneurs who are ready to become the THE Go-to experts get more credibility, exposure and own their power and their voice. She has helped her clients unlock their inner star, become more confident, clear and effective speakers, book their first TV interviews and get on camera ready for their own videos and media appearances.

She’s a former News Anchor/Reporter who has worked in the TV industry for for more than 20 years from KCBS/KCAL-TV, and KNBC-TV in Los Angeles to Fox 6 and KNSD here in San Diego. She has hosted shows for networks like E! Entertainment, HGTV (Home and Garden Television) and helped launch Entertainment Tonight China.

Angela has also appeared as a expert on a variety of local and national shows including The Today Show, The List, Right This Minute and is the Media Mentor/Expert for Lifetimes new show The Pop Game.

HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:

  • Why so many people struggle when it comes to speaking in public
  • The importance of overcoming your fear of public speaking
  • How to prevent being your own barrier and identify what’s getting in your way
  • Why you need to be clear on what you’re wanting to put out there
  • How to be “You Amplified!” and turn up your energy
  • Angela’s career story and how her role has evolved
  • How to be confident, clear and connected with your audience
  • What you need to do internally before learning to become a better speaker
  • The importance of knowing how you want to portray yourself
  • How to get yourself in the right place to do public speaking and media
  • The best way to fine-tune your pitch when working to get media exposure
  • There’s only three things you need for a media pitch and a website isn’t one of them
  • The importance of knowing your audience inside corporate America
  • How to connect with your audience

LINKS WE MENTIONED ON THE SHOW:

GET SOCIAL WITH ANGELA AND LET HER KNOW YOU HEARD ABOUT HER HERE!

ENJOY THE SHOW?