What’s the dumbest thing you’ve ever done with money? Ever experience buyer’s remorse or invest in something you didn’t understand? Maybe you just weren’t paying attention and let money slip through your hands? If you’re over the age of 14, you’ve probably got a story, and our guest has got a good one! ABOUT THE HOST Suzanne is the Head Coach of G.R.A.C.E. Financial Coaching. Since 2014, she’s worked with motivated individuals, couples and families to develop solid financial habits so they e ...
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Mayra Sanchez is a Life Coach whose goal is to help her clients re-imagine their lives. Utilizing her extensive knowledge, resources, and community, she shares proven holistic frameworks, practical tools and knowledge which help accelerate transformation in the most important areas of life. Mayra keeps her clients inspired and moving efficiently to…
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Kim Butler initiated her money journey in the fourth grade, by selling enough milk to put herself through school. Since then, Kim has dedicated over 30 years to helping people nationwide buy life insurance and further optimize their finances. Her efforts have centered around families, helping them develop the mindset and skills needed for financial…
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Kacy Smith is a Certified Financial Coach, Cashflow Management Expert, Certified YNAB Coach, and Profit First Professional. Her mission is to help motivated individuals overcome their financial challenges whether in personal finance or business finance. For the last 4 1/2 years she has played an instrumental part in serving hundreds of clients with…
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Tauna is a Financial Life Coach and Profit Strategist for small business owners. She helps solopreneurs untangle their personal and business finances and determine their required income. Then, Tauna helps them strategize and reverse engineer that goal to make it a reality! Tauna lives in Northern Colorado with her husband Kevin, three teenage boys,…
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Austin Black is the host of “The Heart of Money” podcast and a Ramsey Financial Coach. Austin helps couples develop effective communication around their finances so they can improve their marriage and money management. His money journey started 10 years ago when he realized he was overspending his paycheck each month. Today, he and his wife have su…
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Lizzie McKee and Deana Hale are survivors of toxic relationships who found strength and friendship in the most unexpected way – both had married the same man (but at different times)! From their shared experiences, they understand the pain and challenges people face when they find themselves in a boundaryless or potentially abusive domestic relatio…
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Amy Miller is a military spouse, mother of two, Accredited Financial Counselor, money coach and career & life advisor. Amy originally started in banking where she worked as a branch manager for over a decade. During that time, she obtained an investment license and worked with clients to secure and grow their assets. Amy is also an FDIC certified f…
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ABOUT OUR GUEST Trina Scippio is a certified credit counselor and financial coach who specializes in helping single mothers stop living paycheck to paycheck. CONTACT OUR GUEST Email: [email protected] Website: www.organizemeconsultants.com =========================== ABOUT THE HOST Suzanne is the Head Coach at G.R.A.C.E. Financial …
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Mark Karwowski is a Financial Coach with Tri-Cities Financial Coaching, located in southwestern Virginia. He is also a software engineer as well as a pastor at Covenant Fellowship in Bristol, VA. When it comes to coaching, Mark loves to help his clients break the paycheck-to-paycheck lifestyle, and instills hope by providing the tools needed to dev…
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Spencer Hilligoss is a passive investor who has deployed 7-figures of his own capital into passive investments over the past 7 years. In 2019, Spencer retired from a 13-year leadership career in Silicon Valley tech companies to focus on serving fellow investors through Madison Investing - a club where passive investors gain access to the same types…
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Kristin Tucker is a Financial Coach and more! Her belief that “money touches everything, and everything touches money” is her central philosophy, as she guides individuals and couples through their financial life. Her company, Family Home Works, focuses on purposeful family life, and making value-based decisions to create the life her clients’ desi…
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Vanessa Rutter-Jackson is a full-time realtor and part-time financial coach in Williamsburg, VA. After spending six years in the Navy, Vanessa graduated with her Master’s degree from Old Dominion University in Norfolk, VA. She then spent seven years teaching elementary school. In 2019, Vanessa and her husband went through Dave Ramsey’s Financial Pe…
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Leah Adams is a Financial Coach and author who loves helping people move from frustration and anxiety in their finances to freedom and peace. Her practice is appropriately named Breathe Financial Coaching because Leah does just that – she guides her clients in such a way as to allow them to breathe in their finances, possibly for the first time in …
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Kelly Flowers is a Financial Coach who, after being a Registered Nurse for over 30 years, specializes in working with healthcare professionals. Kelly works with her clients to gain the clarity of where they are currently, and discover where they would like to be financially. By working together, Kelly helps her clients build the confidence they nee…
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Stephanie Berman of Berman Budgeting has been a Financial Coach for over four years. Her niche is working with clients on the neurodivergent spectrum, especially those with ADHD and/or Autism. Stephanie’s specialty is making budgeting simple so anyone can do it! CONTACT OUR GUEST https://www.bermanbudgeting.com/ [email protected] Instag…
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Ben Bressington is the CEO of Automate Boring, where their goal is to make the business world more efficient, one process at a time. Ben and his team specialize in RPA (Robotic Process Automation) and custom AI solutions, which helps businesses focus on what they do best, leaving the repetitive and tedious tasks to the sophisticated automation solu…
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Angela Carlson is a financial coach who works with clients to prioritize financial decisions so that they can live the life they have always wanted. As a former financial aid director, Angela can assist you with financial aid related issues so you don’t get a "surprise" bill from the registrar's office when you start college! CONTACT OUR GUEST http…
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Kayla Francis is the founder and CEO of Calm Money Collective. Kayla empowers multi-passionate individuals and visionaries to develop the mindset, budget, and systems needed to align their finances with their many passions. This ensures they can spend guilt-free and live the life they desire without sacrificing financial stability! CONTACT OUR GUES…
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Tracy Shunkwiler is an expert in guiding her clients to exponential growth in their business and personal lives. Her unique and holistic approach brings full accountability and a new level of awareness to every area of their lives, propelling her clients to tap into their full potential. As the owner and CEO of Coaching To Grow, and a Life, Financi…
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Thomas Blottenberger is an Investor Coach who joined the financial industry in 2010 because he wanted to make a difference. Thomas quickly discovered that the “traditional” financial industry might not have the client’s best interest in mind, focusing instead on sales quotas. After attending a two-day advisor session hosted by Matson Money in 2017,…
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Hernan Sias A.K.A The Business Bro is the host of the Business Bros Podcast, a daily interview show that highlights entrepreneurs and their journey through business and life. Hernan’s background is in taxes with a degree in Accounting and a teaching credential in Mathematics. He has built multiple businesses over the last 17 years, including his cu…
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January is a dynamic Financial Strategist with a passion for serving others. She is dedicated to eliminating risk, fees, and taxes. At Anchored Financial LLC, January educates clients on elite strategies, bringing keen awareness to their financial situations. She continuously adapts to industry demands, investing in personal growth and inspiring th…
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Cathy Lemire is The Menstrual Money Coach! That’s right, Cathy is a financial coach who works with menstruators whose cycle is wreaking havoc on their life. The ups and downs of hormonal shifts can result in feeling exhausted, burned out and overwhelmed, especially when it comes to money. Cathy works with women (and their partners) who experience t…
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Residing in Texas, Teddy Nguyen a full-time social worker in child welfare. Almost three years ago, Teddy completed Financial Coach Masters Training and started Lion Lamb Money. He helps clients uncover the WHY behind their spending, so that they can stick to their budget and progress towards their money goals! CONTACT OUR GUEST Website: www.lionla…
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Scott Miller is a Financial Coach and the founder of Moving Forward Today. After having been in deep debt under difficult circumstances, Scott and his wife pushed their way out of their mess with the help of a Financial Coach. They experienced the struggles, doubts, fears, excitement, and thrill of eliminating all the debt and landing in much healt…
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Steve owns his own financial services firm Steve Kent Financial Services. He works with individuals, families, and small businesses to educate them on how money works, allowing them to dream again and realize they can achieve their financial goals and dreams. CONTACT OUR GUEST [email protected] https://www.stevekentfs.com https://linkedin.co…
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Seth Connell is a successful Financial Coach who has coached individuals and families in personal finance since 2018, using a method that takes people from debt to wealth. During that time, Seth also went through law school, graduating in May 2022. Upon receiving his positive results, Seth will be admitted to practice law in the State of Tennessee,…
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Caroline Morin is a health coach. She helps people who are good at taking care of others, and not so good at taking care of themselves. Caroline helps her clients learn to prioritize their nutrition, exercise, sleep and implement beneficial stress-management techniques. CONTACT OUR GUEST https://instagram.com/carolinemorinhealthcoaching?igshid=NTc4…
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Jessica Mora is a commercial insurance broker in New York City. Jessica and her team analyze client business issues and challenges while providing risk management and insurance advice on a variety of crucial topics, such as worker’s compensation, property coverage, general liability and auto liability. Jessica’s ultimate goal is to deliver highly c…
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Shauna A. Wekherlien, CPA, MTax, CTC, CTP, CTS, is a CPA with a master’s degree in Taxation, a published author, and the founder of Tax Goddess Business Services, a 100% digital firm with an expert team of more than 75 people around the globe, which has saved their clients over $1.57 Billion in taxes. Shauna is a sought-after tax expert who advises…
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Derick Kopp is an Exponential Coach and Found of Inward Solutions Project. Derick supports visionary leaders in making a bigger difference with the gifts God has given them. He believes that everyone desires a life of significance, and living inauthentically can severely cramp that life. Derick works with his clients to create a life of impact, to …
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After experiencing two life-altering car accidents in his short 26 years on earth, Alan Lazaros began questioning everything he was doing. At an all-time low and filled with regret, Alan searched for answers and found author Bronnie Ware and speaker Tony Robbins. Their books and talks guided Alan, and helped him make the choice to go all in on self…
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Katy Hylander is a Financial Coach who knows most couples feel overwhelmed when it comes to money. Their finances may be unorganized or even chaotic, even though they make great money! Katy provides in-depth, one on one financial coaching that helps these couples become unified in their spending and saving. Katy’s clients end up feeling more confid…
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Kara Walker graduated from college debt-free, and is now on a quest to help others do the same! Her podcast, "Money and Mental Peace," helps students get scholarships and pay for college without student loans. Kara is a Christian entrepreneur, amateur snowboarder, and recovering over-achiever. She enjoys goal-setting, budgeting, and living a debt-f…
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Jason Madsen is many things – a husband, a dad, a dedicated follower of Jesus Christ, an experienced & successful salesperson, as well as a Financial Coach! Jason began coaching just about 2 years ago, and loves seeing his clients get on a plan, overcome their fears and begin to change their financial future. CONTACT OUR GUEST Website: https://mads…
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Mark Doherty in an investor, trader, and an author. Mark served four years in the United States Air Force and then graduated from with an Accounting degree from Bradley University in Peoria, IL. Mark spent time in corporate America as a Controller and Payroll Manager, and was always fascinated with the stock market. In 2020, Mark learned about LEAP…
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Sara Hurst is the owner of Devoted Financial Coaching, specializing in changing the mindset of her clients. Sara helps people address money hang-ups and get their budget set on auto-pilot, so that money stress is no longer a part of their regular life! Sara is also a part of Powerhouse Coaches, a collaboration of professionals dedicated to providin…
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Marv McGuire is a real estate investor based in St. Petersburg, Florida. Marv loves connecting with and helping people. Marv served 25 years in the United States Navy. He holds Masters Degrees in Financial Management from the Naval Postgraduate School and Public Administration from the University of Oklahoma and a B.S. in Political Science, from th…
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Andrea Rotondo is a bookkeeper and the owner of Liquid Cents Bookkeeping. Her background in Psychology, years of volunteer work, and life as a military spouse (now veteran's spouse) filled her with a desire to connect and help others in a meaningful way. That's why she supports women business owners who want to build wealth themselves, while helpin…
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Kimberly Vap is a mortgage loan officer, who initially started her career in 2011 as a loan closer with a title company. After ten years in that role, Kimberly realized that the families sitting across from her, who were getting ready to buy a home, had no idea what they were paying or how much their loans were really going to cost them. This exper…
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Olivia Connell is a former public school teacher turned full-time tutor. Specializing in language, Olivia works with students in first through fifth grade, helping them building the foundational skills they need to achieve academic success! CONTACT OUR GUEST Facebook: @TutoringByOlivia757 Website: https://tutoringbyolivia.wordpress.com/ Email: oliv…
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JD Green is the founding coach of HERO Financial Life Coaching. After 8 years of Active Duty Air Force service, JD left the military to pursue his passion of helping people with their finances. His mission is to guide America's heroes (military & first responders) to become the heroes of their own financial journey through Habits, Education, Resour…
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Lauren Litt is the owner and lead Social Media Manager at Lil Shameless Plug, a social media management company dedicated to the curation and creation of quality content for the creative entrepreneur. Having spent a decade as an actor, Lauren found that while she had many incredibly talented friends, not all of them knew how to promote themselves o…
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Rocky Lalvani is the Profit Answer Man. He teaches them how to ensure they get paid and make profit a priority! As a certified Profit First Professional, he helps clients implement Mike Michalowicz's Profit First System. Rocky’s parents immigrated to the United States when he was two years old, his parents already in their 40's. Despite many strugg…
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Abby Stafford is the owner of Abacus Solutions Financial Coaching. A CPA by trade, Abby spent several years in the corporate accounting world and now manages the financial side of her family’s business. Abby’s vast experience with employee benefits along with her small business management allows Abby to help her clients navigate life’s toughest fin…
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Karen Hackman is a Financial Coach who helps couples talk about money - without arguing! In the early days of her marriage, Karen and her husband could not talk about money without fighting. After doing some research – and having an “Ah-ha!” moment – Karen was able to change her mindset around money. She and her husband started talking about their …
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Vince Talazac is an experienced financial coach who created his coaching practice to help others beat debt, build wealth and live life with more purpose. After 20 very successful years in the military, followed by the same in corporate America, Vince found himself longing to connect more deeply with people about what really matters. This calling on…
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Ryan Derousseau, CFP® specializes in working with therapists, private and group practitioners and the self-employed, enabling them to thrive financially so they can focus on clients. CONTACT OUR GUEST Free e-book: https://thinkingcapfinancial.com/incometowealth/ Website: https://thinkingcapfinancial.com/ LinkedIn: https://www.linkedin.com/in/ryande…
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Cathy Thomann is more than just a guest…she’s my COUSIN! Cathy also grew up in New York, and relocated to Virginia after college. After spending 20 years as a Librarian for the City of Norfolk, Cathy now works in the city’s IT Department. An avid listener of “Le$$ons Learned,” Cathy has a great story that will resonate with all of us who came of ag…
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Are you a young professional, Millennial or Gen Z member who needs help with financial awareness? Are you seeking control of your financial situation? Do you need an accountability partner for your budgeting? Destiny Jordan is your coach! As a Ramsey Preferred Coach, Destiny strives to become her clients’ B.F.F. – Best Financial Friend! CONTACT OUR…
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