Lady Money
17 episodes - English - Latest episode: about 2 years ago - ★★★★★ - 5 ratingsDo you think money and investing are difficult, confusing and flat out overwhelming? As a financial planner for almost 20 years, I have found that women often get stuck when it comes to the investing side of personal finances. Unfortunately, putting off taking charge of your financial situation can make it a lot harder to achieve financial security and independence when you need it the most. Women are smart but at some level we realize we are not in control and it undermines our sense of wellbeing. If you are ready to make a change or just want some great financial tips join me for weekly Lady Money – Tips in Ten and monthly for a deeper-dive interview with financial professionals and women who have started on the journey to full financial empowerment. And if you like this podcast, explore my women’s financial coaching program – Lady Money, LLC by emailing me at [email protected].
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Episodes
Tips in Ten - Overcoming Money Disempowerment
April 19, 2022 01:22 - 10 minutes - 8.42 MBHost – Teresa Mitchell, CFP [email protected] In my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequent financial security. I have found the key to moving forward from the image of bag lady to empowered lady is having a different kind of conversation with women than they usually experience with a financial advisor. It is about focusing more deeply on...
Tips in Ten - Adopting a Growth Mindset
March 23, 2022 00:28 - 8 minutes - 6.94 MBHost – Teresa Mitchell, CFP [email protected] In my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequent financial security. I have found the key to moving forward from the image of bag lady to empowered lady is having a different kind of conversation with women than they usually experience with a financial advisor. It is about focusing more deeply on...
An Abundant Mindset - an Interview with coach Heather Picard
November 15, 2021 03:17 - 41 minutes - 33.4 MBGuest – Heather Picard, Business Owner & Money Coach https://www.linkedin.com/in/heatherpicard/ I'm a lifetime entrepreneur who cares about making an impact on the world through all the work I do, whether it's money coaching for women, running an ecological landscape company or giving people an incredible stay at one of my vacation rentals. Always expanding and learning, I love the creativity of being an entrepreneur at the helm of creating values based businesses. I bring everything I've l...
Tips in Ten - Achieving Financial Security
October 12, 2021 19:46 - 10 minutes - 9.68 MBHost – Teresa Mitchell, CFP [email protected] In my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequent financial security. I have found the key to moving forward from the image of bag lady to empowered lady is having a different kind of conversation with women than they usually experience with a financial advisor. It is about focusing more deeply o...
Tips in Ten - Common Money Mistakes
September 21, 2021 05:25 - 9 minutes - 7.67 MBHost – Teresa Mitchell, CFP [email protected] In my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequent financial security. I have found the key to moving forward from the image of bag lady to empowered lady is having a different kind of conversation with women than they usually experience with a financial advisor. It is about focusing more deeply o...
Common Financial Mistakes -- an interview with advisor Frances Harkins
September 01, 2021 02:11 - 39 minutes - 32 MBGuest – Frances Harkins, CFP, AIF www.wheelsupwealthinc.com Frances Harkins is a CERTIFIED FINANCIAL PLANNER™ professional who has helped Bay Area families, individuals and business owners understand and solve their financial concerns since 2000. Working with those in a variety of professional fields, Frances devotes her time to developing long-term, trusting relationships with every client. In her position as Director of Financial Planning at Wheels Up Wealth, Frances takes pride in helpin...
Tips in Ten - Achieving Your Full Potential
August 06, 2021 01:48 - 8 minutes - 7.17 MBHost – Teresa Mitchell, CFP [email protected] In my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequent financial security. I have found the key to moving forward from the image of bag lady to empowered lady is having a different kind of conversation with women than they usually experience with a financial advisor. It is about focusing more deeply o...
Tips in Ten - Know Your Financial Situation
July 23, 2021 05:09 - 8 minutes - 6.58 MBHost – Teresa Mitchell, CFP [email protected] In my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequent financial security. I have found the key to moving forward from the image of bag lady to empowered lady is having a different kind of conversation with women than they usually experience with a financial advisor. It is about focusing more deeply ...
Tips in Ten - Financial Literacy equals Security
June 28, 2021 13:00 - 7 minutes - 6.39 MBHost – Teresa Mitchell, CFP [email protected] In my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequent financial security. I have found the key to moving forward from the image of bag lady to empowered lady is having a different kind of conversation with women than they usually experience with a financial advisor. It is about focusing more deeply o...
Take Financial Control - an interview with advisor Reesa Manning
June 15, 2021 02:16 - 26 minutes - 21.4 MBGuest – Reesa Manning https://www.linkedin.com/in/reesamanning/ Reesa Manning was a former Vice President and Senior Financial Advisor at UBS Financial Services for 12 years. Prior to her career in financial services, she founded Southern California based, 140 store franchise, Penguin's Frozen Yogurt. She served as president of the nonprofit, 2000-member National Council of Jewish Women in Los Angeles for three years and was past president of the Desert Cities Chapter of NAWBO (National Or...
Tips in Ten - Becoming our Confident Self
May 31, 2021 13:00 - 9 minutes - 7.37 MBEpisode Transcript: Teresa Mitchell, CFP: Values and money don't mix, or do they? Join me, financial coach, Teresa Mitchell to find out. Let's explore how women can make money while making a difference. This is Lady Money! Welcome! Please join me for Lady Money Tips in Ten. Confidence is what turns thoughts into action. Unfortunately, we women sometimes lack it – especially around money. The point of Tips in Ten is to take a deeper dive into some of the things we discussed during the Lad...
Tips in Ten - Fearing The Bag Lady
May 19, 2021 23:12 - 8 minutes - 6.86 MBHost – Teresa Mitchell, CFP [email protected] In my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequent financial security. I have found the key to moving forward from the image of bag lady to empowered lady is having a different kind of conversation with women than they usually experience with a financial advisor. It is about focusing more deeply o...
Tips in Ten - Financial Control and the Bag Lady
May 19, 2021 23:12 - 8 minutes - 6.86 MBHost – Teresa Mitchell, CFP [email protected] In my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequent financial security. I have found the key to moving forward from the image of bag lady to empowered lady is having a different kind of conversation with women than they usually experience with a financial advisor. It is about focusing more deeply o...
Tips in Ten - Mastering Financial Wellbeing
April 19, 2021 23:11 - 7 minutes - 6.01 MBHost – Teresa Mitchell, CFP [email protected] In my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequent financial security. I have found the key to moving forward from the image of bag lady to empowered lady is having a different kind of conversation with women than they usually experience with a financial advisor. It is about focusing more deeply o...
Tips in Ten - Why Financial Control is Key to Wellbeing
April 19, 2021 23:11 - 7 minutes - 6.01 MBHost – Teresa Mitchell, CFP [email protected] In my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequent financial security. I have found the key to moving forward from the image of bag lady to empowered lady is having a different kind of conversation with women than they usually experience with a financial advisor. It is about focusing more deeply o...
Why Financial Wellbeing Matters - an interview with advisor Rawson Gulick
April 19, 2021 15:37 - 26 minutes - 21 MBGuest – Rawson Gulick, CFP, CAIA [email protected] https://willowcreekwealth.com After nearly 20 years in institutional financial services, I decided it was time to take my career in a fresh direction. I started my career in financial services and have held a range of institutional-level positions across management, trading, client service, and marketing. In 2019 I joined Willow Creek as wealth advisor to bring my insights from working with giant institutions toward helping indi...
Lady Money Trailer
April 11, 2021 21:05 - 1 minute - 920 KBHost – Teresa Mitchell, CFP [email protected] In my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequent financial security. I have found the key to moving forward from the image of bag lady to empowered lady is having a different kind of conversation with women than they usually experience with a financial advisor. It is about focusing more deeply o...