Lady Money
Do 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 teresa@lady-money.com.
Episodes
Host – Teresa Mitchell, CFP teresa@lady-money.com
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 experienc...
Host – Teresa Mitchell, CFP teresa@lady-money.com
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 experienc...
Guest – 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 t...
Host – Teresa Mitchell, CFP ladymoneyllc@gmail.com
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 experien...
Host – Teresa Mitchell, CFP
ladymoneyllc@gmail.com
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 experienc...
Guest – 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...
Host – Teresa Mitchell, CFP ladymoneyllc@gmail.com
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 experien...
Host – Teresa Mitchell, CFP
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 experienc...
Host – Teresa Mitchell, CFP
ladymoneyllc@gmail.com
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 experienc...
Guest – 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...
Episode 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 d...
Host – Teresa Mitchell, CFP
ladymoneyllc@gmail.com
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 experienc...
Host – Teresa Mitchell, CFP
ladymoneyllc@gmail.com
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 experienc...
Guest – Rawson Gulick, CFP, CAIA
rawson@willowcreekwealth.com
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 insi...
Host – Teresa Mitchell, CFP
ladymoneyllc@gmail.com
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 experienc...
Popular Podcasts
Ding dong! Join your culture consultants, Matt Rogers and Bowen Yang, on an unforgettable journey into the beating heart of CULTURE. Alongside sizzling special guests, they GET INTO the hottest pop-culture moments of the day and the formative cultural experiences that turned them into Culturistas. Produced by the Big Money Players Network and iHeartRadio.
The official podcast of comedian Joe Rogan.
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Listen to 'The Bobby Bones Show' by downloading the daily full replay.
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com