Money Minute, hosted by Marguerita Cheng, is a podcast dedicated to financial education and advice. Margarita, a certified financial planner and investment advisor, will use her experience to help listeners make the best financial decisions and understand the world of finance. Each episode of Money Minute will cover topics such as the financial advice profession, personal relationships with money, and how to make smart financial choices. Margarita's mission is to bring transparency to the fi ...
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Welcome to The Weekly Fintape, a show where we highlight some of the biggest hits in Finance. Each week, our host Brodrick Lothringer brings in thought leaders to share their insights on best practices for leveraging technology, boosting financial literacy, adopting new marketing strategies, and implementing disruptive practices within financial services. So, grab your headphones, it's time to rock out on The Weekly Fintape.
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Understanding money isn’t about being rich or getting rich quick, it is about independence and freedom of choice. You are not alone as you struggle with being the perfect wife, mother, daughter, daughter-in-law, and all the other traditional roles assigned to us by our cultures. These pressures can feel overwhelming, and when we add the demands of a career on top of it all, many women choose to pass on dealing with money issues until they are forced to. And that is not the best time to learn ...
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Marguerita Cheng on the Intersection of Finance and Social Good
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In this episode, we explore how you can align investments with positive social impact without sacrificing returns. Marguerita Cheng, who moderated a recent panel on impact investing, breaks down misconceptions and highlights opportunities in areas like carbon shares and climate change. We also dive into her passion for financial advice, aiming to l…
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Mary Kate Gulick on Genuine Branding in Financial Planning
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In this episode, we talk with Mary Kate Gulick about how messaging, marketing, and community come together in the financial services world. She shares her journey from analyzing data to helping people with financial planning, with a strong focus on clear, authentic communication. We also explore how branding, inspired by big names like Harley-David…
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Matt Halloran on Putting Yourself Out There
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In this episode, Matt Halloran, co-founder of ProudMouth, joins us to discuss how he empowers financial advisors to share their stories through podcasting. He talks about his journey from working in finance to helping advisors step out of the shadows and embrace authentic communication, transforming them from “best kept secrets” into trusted voices…
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Julie Johnson on Embracing Authenticity and Finding Your Voice
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Julie Johnson's journey in finance is all about overcoming challenges and staying true to herself. She faced it all. Her goal? Helping financial advisors build trust and improve communication. Now, through her company XY Communication, she’s focused on preparing advisors for the big wealth transfer ahead. Julie also highlights the struggles women f…
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Larry Sprung on Podcasting and Meaningful Connections
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In this episode, Larry Sprung, founder of Mitlin Financial, shares how his podcast, "Mitlin Money Mindset," helped him strengthen client relationships, expand his network, and uncover new opportunities. He discusses the real reasons behind starting his podcast and how it has boosted both his personal and professional life. Larry also offers tips on…
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Bob DePasquale on Transforming Business with Genuine Generosity
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In this episode, Bob DePasquale shares how financial advisors can use generosity to strengthen client relationships, grow their business, and find personal fulfillment. He discusses the challenges of ESG practices, the importance of being authentic, and offers simple tips for busy business owners on incorporating generosity into their lives. From s…
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Andree Mohr on Leadership, Growth, and Technology
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Andree Mohr, president of Integrated Partners, talks about her big plans for the company, focusing on growth, technology, and supporting advisors. Andree explains how tools like ChatGPT can help advisors with content marketing and shares tips on balancing AI with personal creativity. Inspired by Tom Brady’s drive, this episode is full of practical …
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Shannon Rosic on Creative Client Engagement
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Shannon Rosic, Director of Wealthstack Content and Solutions at Informa, shares tips on how to stand out in wealth management by building real connections and staying up-to-date with industry trends. She talks about the Wealth Management Edge Conference and how it offers great networking and insights. Shannon also shares fun stories, including her …
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Diana Cabrices on Authentic Marketing in the Age of AI
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Join us as Diana Cabrices shares her journey from a career in financial tech to starting her own consulting firm. Hear about the challenges of entrepreneurship, the power of creating customer-focused content, and how AI is changing marketing. Learn why authenticity is key and get tips for building your media presence in the tech world. Connect with…
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Jaci Stanton on Blending Finance, AI, and Human Connection
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How is artificial intelligence (AI) shaping the future of finance? This week, Jaci Stanton, Managing Director at F2 Strategy, joins “The Weekly Fintape.” Together, we discuss AI’s role in enhancing financial advisors’ efficiency and personalizing client experiences. Drawing parallels to familiar platforms like Google and Netflix, we examine the del…
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Marla Sofer on Trust and Data in Finance
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Ever wondered how financial services could better serve their customers by truly understanding their needs and values? This week, Marla Sofer, the visionary founder and CEO of Knomee, joins “The Weekly Fintape.” With experience at JP Morgan, BlackRock, and Microsoft, Marla shares insights on transforming the industry. Marla addresses financial stre…
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Cameo Roberson on Challenges to Triumphs in Financial Services
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This week, Cameo Roberson, Founder and CEO of Atlas Park Consulting, joins “The Weekly Fintape” and shares her strategies for creating structure in the midst of rapid growth, by establishing repeatable processes, strategic hiring, and effective team management. Cameo also offers invaluable advice on how to stay emotionally available for your team a…
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Laine Schoneberger and Wendy Kay Avery on Yrefy's Innovative Solution for Student Loan Debt
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This week, Laine Schoneberger and Wendy Kay Avery from Yrefy join “The Weekly Fintape” to discuss how Yrefy is transforming the landscape of private student loan debt. They shed light on their innovative approach to refinancing distressed student loans, explaining how Yrefy offers borrowers a path to financial stability with fixed interest rates an…
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Kendra Wright on Her Journey as the Rock & Roll Kid of Finance
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This week, Kendra Wright joins “The Weekly Fintape” as we discuss her journey from the rock and roll industry to the world of finance. Kendra’s extensive experience in the financial industry gives listeners valuable insights on building a business that aligns with your personal values and strengths. Our conversation reveals the secrets behind secur…
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Ed Coambs on Financial Intimacy and Open Communication
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This week, Ed Coambs, thought leader in financial therapy and the host of the "Healthy Love and Money" podcast joins “The Weekly Fintape” and shares his expertise on how to communicate about money openly with those who matter most in your life. We dive deep into the concepts of financial intimacy, addressing the anxiety and loneliness that can ofte…
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Breanna Blaney on Redefining Wealth and Harmony
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Ever wondered how to transform your relationship with money and find true fulfillment in your financial journey? Join us as we chat with Breanna Blaney, Director and VP of Life Invested at Dimensional Fund Advisors, who brings a fresh perspective to financial planning. Breanna shares her unique approach to aligning financial goals with personal pas…
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Cary Carbonaro on Empowering Women Through Financial Literacy and Tools
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This week, we sit down with Cary Carbonaro, an award winning financial advisor, women and wealth expert and author. We learned about her strategies for debunking financial myths and leveraging social media for consumer education. Cary emphasizes inclusivity in finance for women as they approach controlling two-thirds of the nation's wealth by 2030.…
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Scott Frank on Mastering Empathy and Authenticity in Financial Planning
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Want to deepen your understanding and connection with your financial clients? Setting aside personal biases and focusing on clients' passions is key to effective financial planning. Join us for a transformative episode of “The Weekly Fintape” featuring Scott Frank, founder of Stone Steps Financial and co-host of the Real Personal Finance podcast, a…
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Dr. Craig Lemoine & Ailie Elmore: From Dirt to Derivatives
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On this week's episode, we explore the intersection of financial advising and farming with Dr. Craig Lemoine and Ailie Elmore, hosts of the Land & Everything Else podcast. Discover how their Agriculture Focus Financial Planning Designation is reshaping the industry and gain insights into Dr. Craig's innovative business philosophy. We'll dive into s…
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Shana Orczyk Sissel on Empowering Advisors with Alternative Investments and Personal Strength
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Ever wondered how resilience and leadership can transform both personal challenges and business innovation? Join us as Shana Orcyk Sissel, founder and CEO of Banríon Capital Management, shares her inspiring journey battling stage four breast cancer and a spinal tumor while guiding her firm to new heights. How has her experience shaped Banríon’s app…
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Dr. Anthony Chan on Unraveling Consumer Pessimism – Economic Realities, Media Bias, and the Future of Work
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Ever wondered why consumer confidence lags behind economic growth? Join us on this episode of “The Weekly Fintape” as we dive deep with Dr. Anthony Chan, former Chief Economist at JPMorgan Chase, current Substack writer and podcast co-host of Legacy Lessons. Discover how he navigates unbiased economic analysis, shedding light on why 63% still view …
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Welcome to the Weekly Fintape!
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Welcome to The Weekly Fintape, a podcast that offers a unique human perspective on financial advising. Brodrick Lothringer, CEO and Founder of PodPony, goes beyond numbers to uncover the person behind the profession. While Pete typically works behind the scenes, he joins Brodrick to share tales ranging from travel mishaps to the aspirations for our…
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Messages from Money: How to Stress Less, Prosper More, and Reshape Your Relationship with Money
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In this episode, Ellen shares the following insights with us: Our relationships with Money, what do you mean by that? How can shifting this make a difference in our lives and businesses? We hear a lot about scarcity thinking and abundance thinking, what does this really mean? It's so easy to fall into fear and worry about money. Why is this a probl…
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Find Out What Your Yard's Worth? How this Innovative Social Company Helps Homeowners
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In this episode, social impact entrepreneur and Co-Founder & CEO of Yardsworth, Matt Lucido shares his expertise about the following: Tell us about Senate Bill 9, also known as the HOME Act, and how it works? How much can a homeowner make selling their yard? The origin of Yardsworth-the story about how this company came about. What determines how m…
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In the episode, Richard Yoon, Founder of Luci, a gamified personal finance app (think DuoLingo + budgeting and other personal finance goals), shares his passion for making personal finance fun and simple. He also answers the following questions: What are your and your team's backgrounds? What is Luci? Why did you start Luci? How is Luci different f…
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The Best Ways to Save for Retirement
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During this episode, Christian Simmons, Certified Educator in Personal Finance and financial writer with Annuity.org answers the following questions: What are some of the best ways to save for retirement? How much does the average person need to save to retire comfortably? What can someone do to catch up for retirement planning? Where will your mon…
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How a Fractional CFO Advisory and Accounting Firm Can Benefit Your Business
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In this episode, Josh Thompson, COO of Kordis answers the following questions: What's the difference between a fractional CFO and a full-time CFO? What does a CFO do that an accountant doesn't? When is the right time to hire a CFO? How do bookkeeping and accounting work? Why does a business need both? What makes Kordis different from other fraction…
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The Entrepreneurial Mindset & Doing "Business for Good"
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In this episode, Isabelle discusses the concept of doing "business for good" and the United Nations 17 Goals for sustainable development to build an inclusive and resilient future for people and the planet. Isabelle will answer the following questions: How to become a consultant/coach/freelancer with limited financial risks? What she has learned ab…
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Annuities & Retirement Planning
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In this episode, Certified Annuity Specialist® Jennifer Schell demystifies annuities and answers the following questions: What are the different types of annuities? How might an annuity fit into a person’s overall retirement plan? Why do you think annuities have become more popular in the last few years? Why should especially women be aware of annu…
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Your Money Mindset on the Path to Wealth
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During this episode, Lawrence answers the following questions: How Important Mindset is on the Path to Wealth? How to achieve millionaire status while making less than $70,000? How does Tax Planning play an important role in Building Wealth? Why Cash Flow is king? What strategies can help boost your retirement income today? Lawrence Delva-Gonzalez …
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Who Will Take Care Of Me When I'm Old?
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In this episode, Joy addresses the following questions: Why longevity and why caregiving never ends. Why younger and older caregivers require different planning. How to start a dialogue with Boomer parents. What exactly is Aging in place? Why caregiving is different for solo agers Joy Loverde has a reputation for being a path carver and visionary. …
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Let’s Change The Way We Think About Money!
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In this episode, Tony shares insights from his newest book: "The Get Ready! Blueprint: A 52-Week Guide to Changing the Way You Think About Money. He address the following questions: Why is mindset important to how we think about money? Why is it important to empower people rather than telling them what to do? Why are weekly actions items helpful? H…
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Why Financial Services is a Great Opportunity for Women
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In this episode, Amy Salo, CFP®, CAP®, CExP™ Managing Partner, General Agent, Registered Principal with Forest Hills Financial Group shares her passion for the financial services industry, the people she serves, and the potential for her team of advisors and clients to ensure the next generation lives better than the last. She answers the following…
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The Importance of Strong Personal Branding
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In this episode, Yamilca Rodriguez, the CEO and Founder of Bespoke Branding, shares her expertise as a "Brand Therapist" and answers the following questions: 1. What is the most crucial aspect of building a strong personal brand? 2. How can individuals identify their unique personal brand and differentiate themselves from others in their field? 3.W…
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Navigating the College Admissions Process
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Dr. Victoria Tillson Evans is the Harvard-educated founder of Distinctive College Consulting. Over the last decade, she has successfully guided hundreds of families from across the world through the often stressful college admissions process, taking a highly personalized approach that leverages her experience as a faculty member at Elon University,…
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Employee Retention Credit (ERC)
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In this episode, Allison Youngblood with Bottomline Savings addresses the following: Allison Youngblood is a highly experienced consultant and advisor with over 20 years of leadership experience. Her expertise lies in assisting businesses and individuals in improving their profitability, expanding their revenues, and identifying resources for reinv…
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Connections & Your Business DNA
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In this episode, we discuss John's personal & professional journey and the genesis for his business Connected Consultants, LLC. John also discusses the importance of understanding your business DNA because your best working style is being your authentic self John Morgan , Founder & Managing Partner of Connected Consultants, LLC. After 17 years as a…
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Automated Personal Finance & Debt Optimization
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In this episode, we discuss the importance of debt optimization and how Sora can help advisors and their clients secure better deals for existing and new home, auto and student loans. Debt optimization reduces stress and increases financial freedom Rohit Agarwal lives in San Francisco with his wife, Candice, and two daughters, Anjali (4) and Anika …
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Financial Literacy & Financial Empowerment for Women
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Marguerita Cheng által
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Rebuilding Organizational Cohesion & Loyalty
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Enhancing company culture is becoming an ever-increasing higher priority while industries struggle to engage and retain staff. Now, more than ever, organizational leaders are looking to develop rapport and cohesion effectively with their teams…and fast. As in, yesterday. This topic will distill leadership and cultural ethics, the psychology of trus…
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The Importance of Networks
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Marsha Guerrier is a TEDx Speaker, 4x Bestselling Author, Founder and CEO of HerSuiteSpot®, a Certified MWBE and WBENC organization helping small businesses develop their business and marketing plans. Marsha has held a career in the Financial Service and Financial Technology industries spanning over 30 years working for Fortune 500 and startup firm…
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AI-Augmented Intelligence & Decision Making
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1. Tell us about an impactful experience that influenced your purposeful career. (highlight Fifty Cents Story and the power of seeking experiences, wins and failures) 2. What are some of the frameworks you apply to life and career? (highlight two influential quotes and what I say to my kids everyday, “learn something, help someone, and have some fu…
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This is the first episode of Money Matters. I want to tell you about myself, this podcast and what you can expect from us. First, a little bit about me. I’m a Certified Financial Planner (CFP(R) pro) and investment adviser. I designed my firm — Blue Ocean Global Wealth — to take a more personal approach to financial planning & investment management…
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Episode 89: Doctor Me First
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Today on Power of the Purse, I’m talking to Errin Weisman, DO, a life coach, podcaster, and fierce wellness advocate who helps inspire female physicians and working moms to do the work they love and absolutely love life. She reminds us that change is possible; the goal is to have a joyful and sustainable career. In this breathtaking episode, Errin …
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Episode 88: Financial Fitness: The Younger Our Kids Learn About Money The Better
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Financial Fitness Trainer Tracey Bissett joins us to explain how financial health can be improved just like physical health… and the practical building blocks to do so. She’s a passionate believer that financial literacy is a fundamental life skill, and preaches the lessons she has learned in her 20 years of experience in finance. Tracey is an expe…
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Episode 87: Making a Commitment To Helping Others with Bari Zahn
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Bari Zahn operates as a tax attorney, business advisor, and General Counsel and has represented a broad array of multinational clients on U.S. and Cross-Border transactions across all industry sectors. Bari reveals what motivated her to become an attorney. She was inspired to harness the law and use it to make meaningful changes in other people’s l…
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Episode 86: A Badass Woman with A Purpose
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Mary Crafts chats with us about making decisions out of love rather than fear. Mary Crafts built what would become the most renowned catering company in Utah. That multi-million dollar empire became the launching pad for so much more. Mary reminds us that it doesn’t matter how many people believe in us; we need to believe in ourselves. On Mary’s jo…
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Episode 85: The Power of Women Giving as One with Wendy Steele
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Wendy Steele reminds us that this country started as men being the breadwinners and women staying at home to raise the kids. When women had more time on their hands, they volunteered, rolled up their sleeves, and did the work. We do so much better, and we get so much more out of our generosity when we give using time, talent, and treasure. Wendy go…
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Episode 84: Why Did I Come Into This Room? A Candid Conversation About Aging
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Joan Lunden shares her personal stories and expertise as both a Boomer woman and an accomplished television personality of over 20 years. Joan starts off by talking about life in the spotlight. Being highly recognizable and appearing on national television every day meant that Joan was not your average working mom! Through intention, organization, …
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Episode 83: Women on Top…of the Money Game
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Isn’t it time you used your wealth to make a difference in the world? Haleh Moddasser shares her personal stories and professional expertise as both a Boomer woman and an accomplished wealth management adviser. Haleh brings insights that resonate with women of means who long for a way to make a BIG difference in this world truly. Don’t let the old …
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