OnRoute to Wealth
67 episodes - English - Latest episode: 6 months ago - ★★★★★ - 12 ratingsA show for visionaries, entrepreneurs, leaders, and change-makers who have big visions. And guess what?? Those visions are expensive!! So we maximize the money we're earning to invest and build wealth so that we can fund our dream life, support our family and create generational wealth, and give generously to communities we care about. We build wealth through practical financial and wealth-building strategies, growing our relationship and mindset with money, and embodying an elevated energy around what it feels like to be wealthy, right now.
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Episodes
Maintaining Sustainable Financial Habits
November 10, 2023 10:00 - 1 hour - 48.5 MBThis episode is from one of my coaching calls. If you are interested in financial coaching services please visit my website: https://www.onroutefinancial.com/ In this episode, I bring back a guest for a 6 month update. My guest went from making $0 with a determination to make it work to a $12k month. She took the time to build sustainable financial habits, and now we talk about maintaining those habits. Maintaining sustainable financial habits is one of the keys to financial success. List...
Building Sustainable Financial Habits
November 03, 2023 10:00 - 1 hour - 57.1 MBThis episode is from one of my coaching calls. If you are interested in financial coaching services please visit my website: https://www.onroutefinancial.com/ In this episode we tackle the challenges of facing tough financial times and transforming them into a roadmap for success. My client candidly shares their experiences of not always making the best financial decisions and the difficulty of recovering from such setbacks. However, they were determined to take control and manage their fi...
Building Wealth and Homeownership
October 27, 2023 10:00 - 51 minutes - 35.4 MBThis episode is from one of my coaching calls. If you are interested in financial coaching services please visit my website: https://www.onroutefinancial.com/ In this episode my client shares her experiences of navigating the real estate market in California and the challenges of balancing practical spending with building long-term wealth. Despite being excellent savers and practical spenders, my client shares her realization that having a savings mindset isn't necessarily the same as a we...
Navigating Investments and Self-Employment
October 20, 2023 10:00 - 1 hour - 44.9 MBThis episode is from one of my coaching calls. If you are interested in financial coaching services please visit my website: https://www.onroutefinancial.com/ In this episode we talk about overcoming debt, managing a mortgage on an expensive house, and finding empowerment as a newly self-employed individual. With my client’s spouse laid off since COVID, she had unexpected challenges. She reflects on the exhaustion of continually learning new skills, emphasizing that she doesn't wish to bec...
Master Your Monthly Cash Flow
October 13, 2023 10:00 - 55 minutes - 37.9 MBThis episode is from one of my coaching calls. If you are interested in financial coaching services please visit my website: https://www.onroutefinancial.com/ In this episode, we'll dive into cash flow and explore how it fluctuates on a month-to-month basis. And more importantly, how you can prepare for those lower end months. My client and I talk about the difficulties of when the money feels tighter than others, presenting challenges that require careful budgeting and resourcefulness. I ...
What is a solo 401k?
October 06, 2023 10:00 - 1 hour - 43.3 MBThis episode is from one of my coaching calls. If you are interested in financial coaching services please visit my website: https://www.onroutefinancial.com/ In this episode, I coach on the benefits of the solo 401k and provide insights on leveraging this powerful retirement vehicle. We also talk about making monthly contributions and taking advantage of tax regrowth. I coach on strategies that allow you to systematically build your retirement savings while benefiting from potential tax a...
Baby Planning, College Funds, and Early Investments
September 29, 2023 10:00 - 35 minutes - 24.2 MBThis episode is from one of my coaching calls. If you are interested in financial coaching services please visit my website: https://www.onroutefinancial.com/ In this episode we talk about planning for babies and college funds, because setting our children up for success starts with smart financial decisions is a great goal for many. We discuss the importance of thinking about investments early and starting right away. By making informed investment choices from the beginning, we can create...
Stop Saving, Start Living
September 22, 2023 10:00 - 43 minutes - 29.8 MBThis episode is from one of my coaching calls. If you are interested in financial coaching services please visit my website: https://www.onroutefinancial.com/ You're in a good place with your finances, but have you ever thought about what's next? In this episode we the mindset of thinking beyond the present and taking your financial journey to the next level. I challenge you to dream bigger, set new goals, and walk a path that aligns with your higher aspirations. I also guide my client on ...
Don’t hold back on money systems
September 15, 2023 10:00 - 1 hour - 43.3 MBThis episode is from one of my coaching calls. If you are interested in financial coaching services please visit my website: https://www.onroutefinancial.com/ We're diving into the world of capturing systems and automated funds, because who doesn't want to make money management a breeze? This episodes gets down to the nitty-gritty details spending habits and what you can do about them. Like categorizing your transactions like a pro, so you can really understand the connection between your ...
Radical Transparency and Smart Investing
September 08, 2023 10:00 - 1 hour - 48.7 MBThis episode is from one of my coaching calls. If you are interested in financial coaching services please visit my website: https://www.onroutefinancial.com/ In this episode we discuss how we all experience money wins and struggles, and how creating a safe space to share and learn from each other's experiences is vital to community success. I break down strategies and options for retirement planning, particularly the switch to a simple IRA, the importance of contributing for your full-tim...
The Scary Part of Entrepreneurship
September 01, 2023 10:00 - 49 minutes - 34.1 MBThis episode is from one of my coaching calls. If you are interested in financial coaching services please visit my website: https://www.onroutefinancial.com/ In this episode my client shares her fears and frustrastions of entrepreneurship when she took the leap from a dependable teaching job to pursue her true passion as a full-time coach and entrepreneur. She shares her journey of leaving her teaching job behind because it no longer aligned with her soul's calling. Now, as a full-time co...
Navigating Financial Reset: Rebuilding after a Breakup
August 25, 2023 10:00 - 1 hour - 41.5 MBThis episode is from one of my coaching calls. If you are interested in financial coaching services please visit my website: https://www.onroutefinancial.com/ In this episode my brave client shares her journey of pressing the hard reset button on her life after a significant breakup. My client faced a major life transition in December when she ended a six-year relationship with her partner, who was also her colleague. The sudden change left her with little time to think about her financial...
Rebuilding and Reinventing
August 18, 2023 10:00 - 58 minutes - 40.5 MBThis episode is from one of my coaching calls. If you are interested in financial coaching services please visit my website: https://www.onroutefinancial.com/ In this episode my client talks about her desire to create better budgeting habits and rebuild her financial cushion after a period of unemployment led her to a life-changing decision—to travel and experience the world. Despite the uncertainty, she embarked on an unforgettable journey to Europe, where she looked for job opportunities ...
Understanding Your Finances
August 11, 2023 10:00 - 1 hour - 51.5 MBThis episode is from one of my coaching calls. If you are interested in financial coaching services please visit my website: https://www.onroutefinancial.com/ In this episode we talk about the financial clarity and peace of mind that comes from knowing where your money is going. My client has taken significant steps, including getting a business bank account and credit card, resulting in a debt-free financial life. Now, she's excited about new projects and dreams, and she wants to explore ...
Crushing Debt and Building Financial Security
August 04, 2023 10:00 - 50 minutes - 34.6 MBThis episode is from one of my coaching calls. If you are interested in financial coaching services please visit my website: https://www.onroutefinancial.com/ In this episode, we're talking about strategies to eliminate debt, secure our futures, and create a life of abundance. In this call I also coach on the importance of investing in self-care and emphasize its role in maintaining financial and emotional well-being. I outline a roadmap for my client to build up savings in both her busin...
Pursuing Investing and Philanthropy to Maximize Impact with Lizy Freudmann
December 16, 2022 13:00 - 59 minutes - 41.1 MBIn this episode, I speak with Lizy Freudmann and we discuss how she's been able to leverage her money, through investing and philanthropy, to support her values and make a conscious impact. Lizy's entrepreneurial journey began as a marketer in her company, One More Thing. She's worked with a diverse portfolio of clients, from solopreneurs to large, international organizations. As an entrepreneur herself, she appreciates the need for all marketing efforts to be strategic: thoughtfully design...
Financial Optimization with Kimberly Tara
December 09, 2022 13:00 - 1 hour - 45.5 MBA good tax strategy is vital to a thriving business. In this episode I sit down with Kimberly Tara, a trained CPA and certified tax coach as she breaks down the importance of having a clear and concise tax strategy, having a deep understanding of the finances of your business, and knowing your tax laws. Tara talks about good business practices to implement to make the most of your business while you're onroute to financial freedom. Kimberly Tara holds degrees from both Mount Carmel Academy...
E.P.I.C. Motherhood with Julie Neale
December 02, 2022 13:00 - 1 hour - 42.1 MBBeing a mother is hard, and often times women find themselves stuck in the identity of being a mother and lose their sense of purpose in life. When you're building a home and a career and finding the balance of the division of labor as well as living a life of meaning and purpose, it can be very difficult and stifling. There are ways that mothers can find an opportunity to reflect on their own growth, dreams and in this episode we discuss how. Julie Neale is a leadership coach, community b...
The Cost of Success with Mary Grace Gardner
November 25, 2022 13:00 - 1 hour - 41.6 MBWhat is the cost of success? In today's episode I sit down with Mary Grace Gardner and she expands her ideas on that question. In her pursuit for corporate success, she realized that she was lacking in other areas. She did not have as much time to spend with loved ones, hobbies, or self care. Through this realization, Gardner spent dedicated time defining what success looked like and meant for her. This process is ultimately what led her to a life of multidimensional success. Mary Grace Gar...
Love this Life with Dorie Silverman
November 18, 2022 13:00 - 1 hour - 44.1 MBFor many of us, grief, anxiety, and trauma can hinder the way we run our lives and handle our money. Without the proper care or support, we can find ourselves in unhealthy spending patterns, forming unhealthy habits due to trauma responses, and not engaging with our bodies in a meaningful way. Dorie Silverman’s work is inspired by the belief that self-love heals. She has 22 years of experience as a yoga teacher and teacher trainer and has empowered and inspired hundreds of people to connec...
Hiring for Success with Anna Papalia
November 11, 2022 13:00 - 59 minutes - 40.9 MBJoin The Become a Millionaire & Smash the Patriarchy Party: https://onroutefinancial.ck.page/ Starting a business is one thing, but scaling that business to it's true potential requires some help and collaboration. Unfortunately for many small business owners, we become so overwhelmed with the day to day tasks of running a business that we neglect the fundamental essentials of outsourcing work to someone who can actually help us with the growth of our business. Anna Papalia is the founder...
Wealthy Education with Dr. Faith Okpotor
November 04, 2022 12:00 - 53 minutes - 36.7 MBJoin The Become a Millionaire & Smash the Patriarchy Party: https://onroutefinancial.ck.page/ Building wealth starts from the financial planning that you make early on in your life. For many of us, that starts from the day we decide to attend college. Student debt in the United States is now at a 1.6 trillion dollars. This sets many people back from buying homes, starting families, getting married, or even reinvesting back into the economy in a meaningful way. Dr. Faith Okpotor is a colle...
Stylish Wealth with Susan Padron
October 28, 2022 12:00 - 1 hour - 44.6 MBIf you feel cute, you do cute! Today I chat with personal stylist and Susan Padron about her work in curating styles for her clients that are accessible, versatile, and a reflection of themselves. She works in navigating limiting beliefs, being bold in ourselves, and teaching her clients that clothes can be functional and a tool to build confidence. Susan believes that everyone deserves to feel like themselves, confident and beautiful, in who they are and showcasing that in the clothes the...
Unleashing Your Voice and Being a Visionary with Dr. Claudia Consolati
October 21, 2022 12:00 - 1 hour - 46 MBFor many women, confidence in our voice stifles our ability to excel in business. The messages we've received from society enforce people pleasing tendencies, being timid, and fear of speaking up. Business coach, and the creator of Unleashed, Claudia Consolati teaches women how to amplify their unique voice and message into creating a wealthy and successful life- however they define it. Dr. Claudia works with visionary women entrepreneurs who want to grow purposeful businesses and be fully...
The 5 Pillars of Relational Wealth with Christie Sears Thompson
October 14, 2022 12:00 - 1 hour - 42.8 MBWealth is more than just having money in the bank. Being wealthy is a mindset, and it is a reflection of all aspects of our lives. One important factor of wealth is the health of our relationships. Today I sit down with Christie Sears Thompson, family therapist, as she talks about the 5 areas we should all address in our relationships: communication conflict management relationship care self care connection Christie is from the East Coast and grew up most of her life in Virginia. ...
Chasing the Chain Free Life with Lawrence & Gina Oliver III
October 07, 2022 12:00 - 1 hour - 47.4 MBThe entrepreneurial mindset is what makes or break entrepreneurs. It's about cultivating good money management skills, learning how to pay yourselves first, working with the income that you have, and how to invest to make it grow. My guests Lawrence and Gina Oliver III share their experiences jumping into entrepreneurship after a move to the Philippines that broadened their perspectives on what life can look like. Gina and Lawrence decided that their 9 - 5 lives just didn't work for them a...
Building a Real Estate Empire with Erika Brown
March 11, 2022 13:00 - 52 minutes - 36.1 MBLife flexibility. The one thing all of us look for when we start our entrepreneurial journey's. My guest Erika Brown may have perfected what that looks like. She is an unschooling mom of 3, serial entrepreneur, real estate agent, and property manager. She is dedicated to rethinking what our lives could look like. Erika, like many of us, had a rocky start to her entrepreneurship journey. She has since been able to create a flexible lifestyle for her family, that includes frequent vacations,...
Learn About Investing with Keisha Bailey
March 04, 2022 13:00 - 49 minutes - 34.3 MBEducate. Liberate. Activate. These are the three principles that my guest, Keisha Bailey instills in all of her clients. Keisha is a financial strategist whose learned that investing is the best and most sustainable way to build wealth. She began her career helping the already wealthy maintain their wealth, but has since transitioned into a cause that creates the impact that she wants for her legacy. Keisha came from humble beginnings in Jamaica and her background gave her the empathy to...
Breaking Poverty Cycles Through Financial Literacy with Pamela George
February 25, 2022 13:00 - 41 minutes - 28.2 MBOne of the most important aspects of changing the cycle of poverty is providing financial literacy to women. In this episode I speak with Pamela George, a financial wellness educator and someone who empowers women to take control of their financial health through healing the pain from their financial past. Pamela gets vulnerable and talks about her history growing up in Trinidad with a mother who did her best to provide for her and her siblings, but just couldn't quite do it all. She talks...
Overcoming Trauma & Living a Bodacious Badass Life with Patrina Wisdom
February 18, 2022 13:00 - 58 minutes - 40 MBYour true character is shown in times of adversity. In this episode I speak with Patrina Wilson, a best selling author, TedEx speaker, and holistic financial coach about how she overcame the trauma of her husband's suicide and created a life that is bold, bodacious, and thriving. She explores the feminine model of leadership and is the pioneer of the "Unf*ck Your Money Mindset" program. Patrina Wilson is a testamant that long term fulfillment, harmony, and peace is possible even after trau...
Annie Toth's Money Story: Breaking Molds and Forging Her Own Path
February 11, 2022 13:00 - 51 minutes - 35.4 MBSometimes the life we think we want, isn't actually the life we that makes us happy. Today I speak with Annie Toth, a happiness coach who breaks down how the path that society has set for us, may not necessarily be the one to bring you joy and happiness. Annie talks about how an unexpected divorce has led her to redefine for herself what kind of life she wants to lead, how checking the boxes that she thought she was supposed to check ultimately didn't make her fulfilled, and how to take back...
Navigating Finances as a First Generation Investor With Luzy King
February 04, 2022 13:00 - 53 minutes - 36.5 MBOne of the biggest contributors to the wage gap among women especially WOC and men is trauma around money. In this episode I speak with Luzy King, a business coach that focuses on helping women of color heal their relationships with money, overcome money-limiting beliefs, pay off debt, and become investors. She talks about her experience growing up financially insecure, and how that affected how she views money and herself. She gets vulnerable about feeling unworthy of building wealth, and h...
Discovering What You Want With Emma Kaufman
January 28, 2022 13:00 - 51 minutes - 35.3 MBIn a world where there are so many templates and tradition about business, sometimes you just need someone to recognize your sparkle and run with it. In this episode I speak with Emma Kaufman, a life coach who focuses on the human side of business. Kaufman talks about the importance of merging what brings you joy in business. She talks about how you can take holistic approaches and redefine what your life, environment, career, and income looks like based on what make you shine. She empowers ...
Embodying the Energy of Wealth with Leila Williams
January 21, 2022 13:00 - 1 hour - 48 MBOften times we forget about the importance of our spirituality in the world of finance. Leila Williams brings us back to center in this episode as she talks about her spiritual journey and how it led to a life of fulfillment today. She discusses not wanting to feel weird for being connected to her spirituality, and ultimately realized all of the things that she has been rejecting for so long is what resulted in her being free in life and in wealth. Leila is a personal coach that helps her ...
Angel Investing with Mina Black
January 14, 2022 13:00 - 49 minutes - 33.7 MBSometimes all you need to fast track your success is someone in your corner investing in your business. In this episode I speak with Mina Black, a financial advisor and angel investor about the need to expand the financial sector to more people. Mina talks about her childhood growing up in Ghana, why she became an angel investor, and why growing wealth, and teaching others to do the same is so important to her. Growing up in a small village in Ghana, Mina did not even know what was possibl...
Special Needs Planning with Kim Wren
January 07, 2022 13:00 - 54 minutes - 37.2 MBFinancial planning needs to be more inclusive and my guest today, Kim Wren does exactly just that. On her personal journey of financial planning, she quickly realized how much of a need there is for sustainable and practical financial planning for so many underserved communities. She focused on minority investors at the start of her career, and quickly pivoted to helping clients with special needs get their financial planning on track. Kim is the embodiment that everyone deserves the space...
Being Present and Being Yourself with Tracy Neely
December 31, 2021 13:00 - 54 minutes - 37.2 MBStep into your power with Tracy Neely as she talks about how she has learned to be present, honor your soul, and honoring what matters to you. She walks us through her financial and spiritual journey, how she created a platform to help women take up space, feel their worth, and do the deep inner work. She focuses on not only financial health, but spiritual health and power. Tracy is now an intuitive healer and the elements of her work are rooted in energy healing, intuitive strategy, deep ...
Rebecca Tracey’s Money Story: Living an Uncaged Life
December 24, 2021 13:00 - 54 minutes - 37.7 MBRebecca Tracey inspires us all on her take of what it means to have an uncaged life. Starting with living in a camper van, traveling and making enough to sustain her rock climbing hobby, Rebecca shares her insight on the obstacles she's faced building her business. She opens up about being fired from jobs all in her 20's for taking too much time off, to finding balance in life, and living a life that makes her feel free. Rebecca really embodies the idea of creating a life to have the time a...
Kathleen Metcalf's Money Story: From Rock Bottom to Going for Millions
December 17, 2021 13:00 - 56 minutes - 38.7 MBKathleen Metcalf gets vulnerable and talks about the things that we just don't want to discuss in the world of money. On her path to financial freedom she faced many obstacles, an alcoholic father who shaped the way she viewed money, developing a relationship with debt, navigating the responsibilities of money, and how she found financial recovery. Kathleen shares her story and really embodies the idea, "I learned when I had nothing, that I am someone". She offers us her insight and perspec...
The Intersection of Money and Spirituality with Meaghan Wall
December 10, 2021 13:00 - 55 minutes - 38.4 MBMeaghan Wall is a spiritual money coach and she helps spiritual entrepreneurs really step into their rich, opulent selves. She’s been in finance for 10 years and has owned Sacred Numbers for 3 years. In this episode, we talk about the intersection between spirituality and money. We go into topics like… -Tuning in to the body with embodiment practices -Defining your own definition of luxury -Creating your authentic money code -Building your trust and faith with money -Money rituals -Profit ...
Reaching Financial Independence with Audra King
December 03, 2021 13:00 - 1 hour - 45.8 MBAudra King is obsessed with the belief that when women create wealth, we make the world a better place. On her path to financial independence, she has learned that the biggest obstacles to overcome often come from our own mindset and belief systems. Audra founded her business-building agency, She Loves Her Biz, to help women entrepreneurs put the joy back into their businesses (while making more money than they ever thought possible). Her #1 tip? Follow the fun! In this episode, we talk ab...
Trust, Intuition, and Manifesting Money with Karli Petrovic
November 26, 2021 13:00 - 1 hour - 45.7 MBKarli Petrovic is the one-woman team behind Cup of Sugar, an agency dedicated to helping everyday people embrace everyday magic. She’s also fully Aquarian (sun and moon), with a sexy splash of Scorpio (rising). Karli sometimes dreams in premonitions and is always choosing coffee over water. She lives in Austin, TX, with a muggle husband and two goofy hounds, one of whom will definitely be a human in his next life. In this episode, we talk about manifesting money, following your intuition, a...
Talking About Money with Friends with Megan Goering Mellin
November 19, 2021 13:00 - 1 hour - 48 MBMegan Goering Mellin shares her story of how she’s created a monthly money meeting with close friends to track net worth, talk about their goals and intentions, and transform their relationship with money. Money is a scary topic and when you can do it in a community, you’re no longer alone, avoiding, or left with your thoughts ruminating in your head. This group has been able to gain an awareness of their numbers, hold space for each other, receive space to speak openly without judgment, i...
Manage Your Energy Intentionally with Heather Hanson
November 12, 2021 13:00 - 53 minutes - 36.8 MBHeather is a certified coach and creator of the Intentional Energy framework, a system that empowers her clients to create a life and business they love without burning out. Managing your energy in a sustainable way is important on the wealth-building journey so that you can show up and take action without overdoing it and feeling miserable. We talk about… -Protecting your energy -Replenishing your energy -How emotions affect energy -The mindset around feeling the need to do things that dr...
Legally Protect Your Business with Nequosha Anderson
November 05, 2021 12:00 - 57 minutes - 39.2 MBNequosha is a business and intellectual property attorney who assists small business owners in protecting their valuable assets. Your intellectual property is worth protecting. It’s one of your business’s biggest assets and produces income for you. Your IP is also something you can sell one day and is the legacy you’re leaving for the next generation. You can protect your IP with trademarks, copyrights, and patents. A business attorney can also help you with client contracts, tax structur...
Money Beliefs - Are They Serving You? With Natalie Bullen
October 29, 2021 12:00 - 52 minutes - 35.9 MBNatalie Bullen is a wealth and money mindset coach from Mobile, AL. As the owner of Unapologetic Wealth, she teaches financial literacy, money mindset work, and sales training for introverts so they can step into the wealth they deserve and desire. An anti-hustle and pro-abundance coach, she shuns traditional personal finance values rooted in shame, guilt, and fear and encourages followers to dream bigger, increase their prices and magnify their gifts. In this episode, we dive into money b...
Hiring a Virtual CFO with Luisa Alberto
October 22, 2021 12:00 - 59 minutes - 41 MBLuisa Alberto is the CEO of People First Finance, a Virtual CFO agency that provides bookkeeping, tax planning, and financial strategy services to women business owners. Her mission is to ease the financial burden and overwhelm that holds too many talented self-employed women back from reaching their fullest potential, and making a successful living as the brilliant creators they were born to be. In this episode we discuss… -The financial lessons Luisa learned the hard way -What the heck c...
Creating Ease and Having Money Conversations with Amber Hawley
October 15, 2021 12:00 - 57 minutes - 39.7 MBAmber Hawley is a licensed therapist and lifestyle strategist who works with entrepreneurial individuals and couples with the emotional side of business. She is the owner of a group therapy practice in Silicon Valley, host of The Easily Distracted Entrepreneur & Couples Fix podcasts. She is also a wife, mom of three kids, and Marvel movie superfan. Amber originally worked in the tech industry but her love for people led her to pursue a career where meaningful relationships are at the center ...
Doubling Income, Knowing Your Worth, and Receiving Support with April Lokar
October 08, 2021 12:00 - 1 hour - 45.8 MBApril is a semi-conventional mom and female breadwinner who went from $48k/year to $100k/year through the support and awareness of her community. They’ve also encouraged her to use her skills and branch out into her own business. April is a great example of what it looks like to surround yourself with support - both with her household and kids and her career. No one can do it alone. We need a support squad to keep things running and grow our wealth. Listen in as we talk about April’s journ...
Creating a DARING Mindset with Jo Cresswell
October 01, 2021 12:00 - 1 hour - 48 MBIn this episode, we have Jo Cresswell, the Human BEING Coach. She inspires women who are holding themselves back through doubt and lack of confidence to create a DARING Mindset and achieve the life, career, and business success that they truly deserve. We talk about what it looks like to go from a doubting mindset to a DARING Mindset when it comes to chasing your big ambitious goals. Our doubting mindset brings us back to our comfort zone and playing small, while our Daring Mindset allows u...