Finding Power In Laughter, Action & The Ask With Brenda Gonzalez The Power Of The Ask podcast

25:12

Tune in as Lisa Zeiderman and Precious Williams welcome Zoe Bogan, founder of ZB Agency and the visionary behind the Revenue Catalyst Program, which empowers women in traditionally male-dominated industries to excel in revenue-generating roles. Drawing on her experience as a former mergers and acquisitions leader at KPMG, Zoe shares her expertise helping women cultivate the confidence to overcome traditional barriers and boldly ask for opportunity, ownership, and the compensation they deserve. Learn how to move past fear and step into your power by: Laying the Foundation: Explore Zoe's personal journey and the "breadcrumbs" that led to empowering women's confidence. Cultivating Self-Belief: Learn strategies for shifting your mindset to build deeper belief in your worth and potential. Speaking Up : Get practical tips for asking powerfully and with confidence, even when navigating fear in male-dominated environments. Embracing an Empowered Mindset: Understand the importance of transitioning from a passive "employee" stance to an active, confident "entrepreneurial" mindset. Demanding Your Due: Learn why confidently demanding what you inherently deserve is crucial for achieving true financial empowerment. About Zoe Bogan Zoe Bogan is the founder of ZB Agency and a catalyst for women stepping into revenue-generating leadership roles across accounting, law, consulting, and beyond. Through her flagship program, Revenue Catalyst , now in its third cohort, she equips women to lead with confidence, close deals, and shift how they’re seen and valued in high-stakes rooms. She is the visionary behind the ZB Agency Conference: Women Leading in Revenue Generation and Dealmaking and the ZB Golf Series , which has introduced nearly 70 women to golf as a powerful tool for business growth. Zoe also leads the Capital Power-Up Initiative and upcoming Capital Power Summit , helping diverse and women-owned businesses prepare for funding and connect with aligned investors. A former Corporate Development leader at KPMG, Zoe brings deep experience in M&A, integration strategy, and culture alignment. She’s a SUNY Fredonia alum, a passionate advocate for women in business—and most likely to be found on the golf course with her dog, Angel, when not building what’s next. Important Links: Savvy Ladies Precious Williams' LinkedIn Lisa Zeiderman's LinkedIn Zoe Bogan's LinkedIn Zoe Bogan's Website , ZB Agency…

The Power of the Ask

1
From Law to Learning and Leveraging Real Estate with Melissa Cisco 36:36

5 weeks ago36:36

36:36

On this episode of The Power of the Ask, we welcome Melissa Cisco, Esq., Director of High School Innovation and Special Projects, NYC Department of Education, for a discussion on the surprising intersection of education and real estate. Melissa shares her journey of discovering the power of property ownership for building wealth and how she empowers her students with this knowledge. Tune in for these key takeaways: Unlocking Wealth with Real Estate: Discover how a legal lens on the property market reveals pathways to building significant wealth, accessible to individuals from diverse backgrounds. Making Smart Money Moves: Learn strategies for successful real estate investments, understanding the long-term game versus the quick flip for sustainable growth. Educating for Economic Empowerment: Understand how forward-thinking educators can equip students with financial literacy skills. Igniting Transformation Through Opportunity: Hear about Melissa's dedication to creating life-changing experiences for students, both in their local communities and across the globe. About Melissa Cisco: Melissa is an educator, attorney, and advocate for generational wealth and global learning. With 15 years in education and a legal focus in real estate, education, and immigration, she empowers families through smart investment strategies and teaches students the value of real estate. As Director of High School Innovation and Special Projects , she supports NYC’s 1.1 million students and has led international trips to expand their worldviews. Melissa is passionate about creating meaningful, transformative opportunities for the next generation. Welcome, Melissa! We’re so excited to have you with us today. To kick things off, why don’t you share something with our audience, something that they wouldn’t know just from reading your bio? Important Links: Savvy Ladies Precious Williams' LinkedIn Lisa Zeiderman's LinkedIn Melissa Cisco's LinkedIn…

The Power of the Ask

1
Community, Courage, and Compensation: Reimagining Your Value and the Power of the Ask with Nirupa Umapathy 54:05

7 weeks ago54:05

54:05

In this episode of the Power of the Ask podcast, hosts Lisa Zeiderman and Precious Williams reconnect with investor, writer, and facilitator Nirupa Umapathy. Nirupa explores the significance of embracing life’s transitions and advocating for your financial value. Discover how learning to say “no” and understanding your financial landscape can empower you to ask for and receive what you truly need. Key Takeaways: Community is Crucial: In times of chaos and division, the strength of your network and the people around you is paramount for support and growth. Seven-Year Cycles of Change: Recognize and embrace the natural rhythms of significant shifts and evolutions in your life and career. Advocate for Your Worth: Never undervalue yourself or index your expectations to the lowest baseline; aim for compensation and recognition that reflect your true value. Financial Literacy is Foundational: Understand your cost of living, liabilities, and the levers you can control in your financial life. Timing and Context in Asking: Be mindful of when and how you make an ask, always considering the context and the other person’s perspective. Become a Champion Receiver: Recognize and actively work against societal conditioning that may prioritize giving over receiving, particularly for women. ------ About Nirupa: Nirupa Umapathy is an independent SG-focused investor, writer, facilitator, and classical Pilates teacher. A former Managing Director at Bank of America Merrill Lynch and Whitebox Advisors, she was known for executing complex deals in structured credit markets. After leaving finance in 2017, she redesigned her life around joy and creativity. Nirupa founded Salons for Life, a community fostering connection through unstructured play, and writes on empowered transitions. She also curates a unique alternatives portfolio, drawing on her financial expertise. Nirupa holds a B.A. in Anthropology and Economics from Smith College. Important Links: Savvy Ladies Precious Williams' LinkedIn Lisa Zeiderman's LinkedIn Nirupa Umapathy LinkedIn…

The Power of the Ask

1
The Mentor's Arc: JaQ Campbell's Mission to Empower Future Financial Leaders 46:58

9 weeks ago46:58

46:58

In this episode of The Power of the Ask, Jacqueline (JaQ) Campbell reveals her incredible story from a 16-year-old intern to a powerhouse wealth advisor. As founder and CEO of Alexander Legacy Private Wealth Management, she emphasizes the critical role of mentorship and is dedicated to empowering the next generation of financial leaders. Learn how her experiences have shaped her mission to create opportunities for women and people of color in the financial industry. Join us as we discuss: Intern to Icon: Hear about JaQ’s remarkable journey from a high school internship to leading a multi-billion-dollar investment team. The Power of Mentorship: Learn how mentors shaped her career and why she’s passionate about mentoring the next generation of advisors. Advancing Future Leaders: Explore her mission to create opportunities for women and people of color in the financial industry. Building Generational Wealth: Gain insights into strategies for sustaining and growing wealth for future generations. Navigating the Future of Finance: Understand the importance of human connection and personalized advice in an increasingly AI-driven world. The Importance of the Ask: Learn why JaQ, like all our guests, believes asking for what you want and deserve is crucial for financial success. More About Jacqueline “JaQ” Campbell: Her professional background began in 1993 as a high school intern for Comerica’s Private Bank. She ascended from high school intern to running a $1.8 billion investment team for Chase Wealth Management, and now leads Alexander Legacy Private Wealth Management, as Founder, CEO and Senior Wealth Advisor, where her mission is to advance the next generation of advisors and investors in wealth management. JaQ holds her bachelor’s degree in Liberal Arts with a focus area on Diverse Leadership in Financial Services from DePaul University. She also holds her Series 63 & 65 securities registrations. Important Links: Savvy Ladies Precious Williams' LinkedIn Lisa Zeiderman's LinkedIn Jacqueline “JaQ” Campbell’s LinkedIn…

The Power of the Ask

1
Finding Power in Laughter, Action & The Ask With Brenda Gonzalez 35:47

11 weeks ago35:47

35:47

In a time filled with challenging realities, Brenda Gonzalez, founder of the Tamarindo podcast and Director of Social Impact and Engagement at VPE Communications, focuses on the crucial connection between laughter and social change. Join hosts Lisa Zeiderman and Precious Williams as they engage in a compelling conversation with Brenda, a self-proclaimed political nerd, fitness instructor, and nonprofit capacity builder, who transformed her passion for social justice into a powerful platform for change. Brenda shares her journey from an undocumented student to a dynamic advocate, emphasizing the importance of using humor to “call people in” rather than “call them out.” Discover how comedy, education, and personal empowerment can fuel activism and drive meaningful change, even in the darkest of times. Listen as they discuss: Humor as a Bridge: Learn how Brenda uses comedy to address critical social issues, creating a welcoming space for dialogue and action. From Personal Experience to Political Power: Understand how Brenda’s experiences as a formerly undocumented student shaped her commitment to political activism and education. The Power of Voice: Gain insights into honing your voice for advocacy, emphasizing the importance of thoughtful communication and sustained effort. Navigating Challenging Times: Discover strategies for maintaining stamina in activism, including self-care practices and recognizing the power of collective progress. The Crucial Ask: Explore the significance of women advocating for themselves financially, with real-life examples, and learn how to overcome the fear of asking. More about Brenda Gonzalez: Brenda Gonzalez is a political nerd, fitness instructor, and nonprofit capacity-builder focusing on social justice nonprofits. In response to negative rhetoric about the Latine community in political discourse, Brenda founded Tamarindo in 2016 with the mission to use comedy and laughter to illuminate important issues impacting the community. Brenda’s experience as a formerly undocumented student shaped her interest in politics and she taught American Government at Cal State Fullerton before she was even eligible to vote. She brings her passion for politics to Tamarindo often in the form of comical rants. Born in Puebla, Mexico, Brenda lives in Los Angeles. Important Links: Savvy Ladies Precious Williams' LinkedIn Lisa Zeiderman's LinkedIn Brenda Gonzalez Ricards LinkedIn…

The Power of the Ask

1
Courage, Campfires, and Confidence: Sarah Dale's Project 1490 Journey 28:24

13 weeks ago28:24

28:24

Tired of the corporate climb and wondering, “Is this all there is?” Join Lisa Zeiderman and Precious Williams as they dive into the extraordinary journey of Sarah Dale, founder of Project 1490. Sarah’s story is one of audacious change, taking her from the fast-paced world of NYC ad tech to the rugged, transformative landscapes of Montana. Discover how a solo trip sparked a life-altering decision, leading her to build a community that empowers high-achieving women to embrace courage, self-reliance, and a healthy dose of badassery. Through unique, experiential challenges, Project 1490 helps women break free from their comfort zones and unlock their fullest potential. Hear how Sarah faced down mountain lions, built fires in the wilderness, and ultimately found her true purpose. This episode explores why it’s never too late to reinvent yourself, why building community is vital, and why asking for what you want is crucial for women's financial and personal empowerment. Tune in as we discuss: Courage & Audacity: Sarah’s courageous leap from corporate life to Montana illustrates the power of bold choices for personal fulfillment. Badassery Through Experience: Building confidence and resilience occurs by pushing beyond comfort zones and embracing new challenges. Self-Reliance & Empowerment: Discovering inner strength is a continuous journey best traveled with a supportive community. From NYC to Montana: Environmental shifts can redefine value systems, shaping personal growth and perspectives. The Power of the Ask: Women can accelerate progress by advocating for their needs and taking control of their destinies. Reinvention & Potential: It’s always possible to unlock new potential through exploration and celebrating achievements. Guest Bio: After a 30-year career in advertising, Sarah Dale created Project 1490 by combining her years in leadership with her experiences living in Montana. She’s been fortunate to work at great brands like The Wall Street Journal, Fortune and Nativo, where she led big teams and drove hundreds of millions in revenue. She’s been awarded a CannesLions, two D&AD Pencils, Folio’s Top Women in Media and the Stevies’ Gold Maverick Award, et al. While she’s had an impressive career, Sarah’s love of nature and experiences in the wilds of Montana are what started her wish to get other corporate women to build their own badassery and confidence by learning outdoor skills. Project 1490 now provides the opportunity not only for women to have unique, outdoor experience that help them go beyond who they think they are, they build their corporate networks and confidence, and have a ton of fun in the process. Important Links: Savvy Ladies Precious Williams' LinkedIn Lisa Zeiderman's LinkedIn Sarah Dale's LinkedIn…

The Power of the Ask

1
From Romania to Fintech Leader: Mara Cristina Tache’s Inspiring Journey to Empowering Women 54:40

16 weeks ago54:40

54:40

Join us this month on the Power of the Ask Podcast as we sit down with Mara Cristina Tache, co-chair of the Savvy Ladies Junior Board and a leader in the financial technology industry. Mara shares her inspiring journey, from growing up in Romania with a love for books and early exposure to technology to navigating the challenges of a male-dominated field and leading a global team. She discusses the values that drive her leadership, including financial literacy, diversity, equity, inclusion, and ethical AI. Tune in to hear about: From Student to Leader: How learning and diverse experiences shape a leader. Ethical Tech, Inclusive Finance: Mara’s commitment to building a financial world where everyone is successful. Leading With DEI: Championing diversity, equity, and inclusion, including LGBTQIA+ advocacy, in fintech. Kindness and Mentorship: Empowering others through support and guidance. Vulnerability and Opportunity: How asking for help opens doors to growth. ------- Mara Cristina Tache Bio: As the Co-Chair of the Savvy Ladies Jr. Board, Mara Cristina Tache is deeply committed to enhancing women's financial literacy and supporting their financial independence while addressing economic and racial disparities. She was honored with the Excellence in Mentorship Award at the 2023 Savvy Ladies Awards Benefit Gala for her significant influence as an emerging leader in the financial services sector. With over 12 years of experience in the payments industry, Mara contributes to employee-led business resource groups that empower women leaders and advocate for LGBTQIA+ equity. Her dedication to diversity, inclusion, and financial education has a lasting and profound impact on her community. Important Links: Savvy Ladies Precious Williams' LinkedIn Lisa Zeiderman's LinkedIn Mara Cristina Tache…

The Power of the Ask

1
A Therapist’s Guide to Money Harmony: Feel-Good Finance With Aja Evans 39:38

20 weeks ago39:38

39:38

Join us on The Power of the Ask as we sit down with Aja Evans, a board-certified financial therapist and author of “Feel Good Finance.” Aja shares her personal financial awakening and how it led her to help others break the taboo of discussing money and emotions. Discover how to overcome money avoidance and overspending, and navigate family dynamics around finances. Aja also discusses the importance of creating a safe space for healing and aligning financial goals with emotional well-being. Plus, gain valuable insights into the work of the Financial Therapy Association and learn practical strategies for improving your relationship with money. This discussion will inspire you to explore the cultural and societal reasons behind the taboo of discussing money and learn how to overcome it. Listen in to learn more about: Financial Therapy in Action: Hear how Aja helps clients connect their financial behaviors to their emotions and create healthier relationships with money. Family Dynamics and Money: Learn how to navigate complex family dynamics surrounding money, including expectations and differing income levels. Relatability and Healing: Aja shares her financial journey and emphasizes the importance of creating a safe, judgment-free space for healing and growth. Workplace Harmony: Gain insights into achieving balance between career aspirations and personal life, especially for working mothers. The Power of the Ask: Understand why asking questions about money is crucial for women and how it can empower them to take control of their finances. About Aja Evan's Aja Evans, a board-certified therapist, speaker, and writer, specializes in financial therapy and has over a decade of experience in mental health. Inspired by her financial awakening, she focuses on breaking the taboo around money and emotions, creating a safe, judgment-free space for clients. Aja is the president-elect of the Financial Therapy Association and author of Feel Good Finance, which was released this past December. Passionate about helping people live their best lives while understanding their financial behaviors, Aja enjoys exploring new eateries with her two young children in her free time. Important Links: Savvy Ladies Precious Williams' LinkedIn Lisa Zeiderman's LinkedIn Aja Evan's LinkedIn…

The Power of the Ask

1
Leading With Confidence and Compassion: The Lisa Zeiderman Story 28:56

22 weeks ago28:56

28:56

Get ready for more candid conversations and empowering advice on the Power of the Ask Podcast! Join co-hosts Lisa Zeiderman and Precious Williams for a unique episode where they step into the spotlight and share their personal journeys! In this episode, it’s Lisa’s turn to open up. She shares her journey from her independent spirit as a young woman making it on her own (at the age of 18!) in the fashion industry to becoming a leading matrimonial and family law attorney. Lisa discusses navigating divorce, raising a family, going back to school to earn her law degree, and ultimately building one of the largest matrimonial law firms in New York. She reveals the key moments and pivotal “asks” that shaped her trajectory. Lisa also emphasizes the importance of self-reflection, setting priorities, and advocating for yourself and others, especially when it comes to financial matters. In this episode, you’ll learn how to: Cultivate Confidence: Discover how Lisa’s personal style contributes to her success. Ask Strategically: Hear her insights on timing, consideration, and giving back. Overcome Rejection: Lisa shares how she handles setbacks and keeps moving forward. Achieve Financial Empowerment: Understand why asking is crucial for women’s financial well-being. ------- About Lisa: Lisa Zeiderman is Managing Partner at Miller Zeiderman LLP, based in New York. A matrimonial attorney, CFL and Certified Divorce Financial Analyst, she regularly handles complex financial and custody divorce matters, as well as pre- and post-nuptial agreements for high-net-worth individuals. Named to the Crain’s New York list of Notable Woman Attorneys for 2022, as well as a Crain’s New York Notable Diverse Lawyer for 2022, a Hudson Valley Best Lawyer in 2023, a 2021 Best Family Law Attorney for Client Satisfaction by the American Institute of Family Law Attorneys, among many other awards, Lisa is a founding member of the American Academy of Certified Financial Litigators and a member of the panel for Attorneys for Children. Lisa is also a member of the Forbes Business Council. In addition to authoring a well-read blog on Psychology Today, “Legal Matters: Understanding Mental Health Issues as They Apply to Divorce and Child Custody,” Ms. Zeiderman is regularly published in Financial Advisor Magazine, the New York Law Journal, and by the Forbes Business Council. She is also interviewed on issues ranging from financial empowerment to tax issues to child custody in a host of media ranging from The Wall Street Journal to PEOPLE Magazine. Ms. Zeiderman, a Fordham University of Law graduate, also serves as the Vice President of the executive board of Savvy Ladies, Inc., and on the board of Family Legal Care (formerly known as LIFT, Legal Information for Families Today). Important Links: Savvy Ladies Precious Williams' LinkedIn Lisa Zeiderman's LinkedIn…

The Power of the Ask

1
Finding Your Voice & Asking for What You Deserve: The Precious Williams Story 31:44

24 weeks ago31:44

31:44

Are you ready for a dose of real talk and raw inspiration? Join Lisa Zeiderman and Precious Williams, co-hosts of the Power of the Ask Podcast, for a unique episode where they turn the tables and interview each other! In this episode, Precious takes center stage. She doesn’t hold back as she shares her incredible journey from a challenging childhood in St. Louis to a nationally recognized speaker and sales trainer. Hear how she overcame adversity, including homelessness and personal loss, to build a thriving business and become a voice for the voiceless. Discover the turning point when Precious realized that “asking was breaking the cycle of silence, guilt, and shame” that held her back for years. This discussion will inspire you to: Embrace Resilience: Learn how Precious bounced back from rock bottom, again and again. Find Your Voice: Discover the power of communication and authentic self-expression. Build a Support Network: Hear why having a trusted circle is crucial for success. Transform Pain Into Purpose: Be inspired by Precious’s commitment to helping others. Stay tuned for the next episode where Lisa Zeiderman shares her powerful story! About Precious: Precious Williams is a nationally recognized pitchmaster. As the founder of Perfect Pitches By Precious LLC, Precious teaches women how to communicate better by crafting messages that radiate authority and trust, so that clients and customers become fans for life. Whether she’s helping small business owners work out elevator pitches to potential investors for a new product or training speakers for a pitching competition, Precious combines her communications and storytelling savvy with masterful marketing know-how to generate stellar results. Precious Williams has written three #1 bestselling books on pitching, “Bad Bitches and Power Pitches: For Women Entrepreneurs A and Speakers Only!” and the “Bad Bitches and Power Pitches: The Workbook” and “Pitching for Profit: The Bad Bitches Playbook to Convert Conversations Into Currency.” Important Links: Savvy Ladies Precious Williams' LinkedIn Lisa Zeiderman's LinkedIn…

The Power of the Ask

1
Achieving WealthyWellthy: Balancing Health and Success With Krisstina Wise of Wealthy Wellthy 37:59

26 weeks ago37:59

37:59

Join us this month on the Power of the Ask Podcast as we sit down with real estate mogul and award-winning author Krisstina Wise . Krisstina shares her incredible journey from humble beginnings to building multi-million dollar ventures like The Paperless Agent and WealthyWellthy . After a life-threatening health crisis forced her to re-evaluate her definition of success, Krisstina discovered the importance of balancing wealth with well-being. She talks about how she transformed her approach to business and life by prioritizing her health and creating a life of true prosperity. Tune in to learn more about: Feminine Financial Power: Krisstina explains her approach to financial education, empowering women to take control of their finances and achieve independence. The Entrepreneurial Mindset: Discover if you have the “wiring” of an entrepreneur and what it truly takes to succeed in business. What “Enough” Means: Learn practical strategies for determining your financial goals and finding contentment without constantly moving the goalposts. The Power of Routine: How creating systems for healthy eating, exercise, and self-care can transform your life. Rediscovering Your Power: Krisstina shares how understanding your finances can unlock a deeper sense of personal power and freedom. The Importance of Asking: Why getting comfortable with asking for what you need is crucial for women, both personally and financially. Tune in to discover how to align your health and wealth — and create a life of abundance and purpose. ------ About Krisstina Wise: Krisstina Wise is a real estate mogul, award-winning author, and creator of multi-million-dollar ventures like Goodlife Luxury, The Paperless Agent, and WealthyWellthy. After a life-threatening health crisis in 2013, she now empowers others to achieve extraordinary wealth and health through innovative education and insights. Featured in USA TODAY and recognized as one of the 100 Most Influential Real Estate Leaders, Krisstina shares her journey and strategies on her WealthyWellthy Life podcast and Millionaire Masterclass. Important Links: Savvy Ladies Precious Williams' LinkedIn Lisa Zeiderman's LinkedIn Krisstina Wise's LinkedIn…

The Power of the Ask

1
From Wall Street to Inner Peace: Nirupa Umapathy’s Journey of Resilience and Purpose of Salons For Life 56:35

31 weeks ago56:35

56:35

Discover how a former Wall Street executive found resilience and purpose by embracing ESG investing and prioritizing personal values. In this episode of “The Power of the Ask,” Nirupa Umapathy shares her inspiring journey from the high-pressure world of finance to a life grounded in joy and creativity. A former Managing Director at Bank of America Merrill Lynch and Whitebox Advisors, she was known for executing complex deals in structured credit markets. After leaving finance in 2017, she redesigned her life and founded Salons for Life , which empowers individuals to be agents of compassionate change throught art and storytelling. Join Nirupa and Co-Hosts Lisa Zeiderman and Precious Williams as they discuss: Transcending Trauma: Hear how she overcame challenging experiences from her upbringing in India and demanding work environments to cultivate deep self-compassion and build a strong, supportive community. AlignIng Investments With Values: Learn how she incorporates ESG principles into her portfolio, prioritizing companies with ethical leadership and sustainable practices – without sacrificing financial performance. Redesigning a Life Around Joy: Uncover the secrets to creating a life that prioritizes well-being, creativity, and making a positive impact on the world. ------ About Nirupa: Nirupa Umapathy is an independent ESG-focused investor, writer, facilitator, and classical Pilates teacher. A former Managing Director at Bank of America Merrill Lynch and Whitebox Advisors, she was known for executing complex deals in structured credit markets. After leaving finance in 2017, she redesigned her life around joy and creativity. Nirupa founded Salons for Life, a community fostering connection through unstructured play, and writes on empowered transitions. She also curates a unique alternatives portfolio, drawing on her financial expertise. Nirupa holds a B.A. in Anthropology and Economics from Smith College. Important Links: Savvy Ladies Precious Williams' LinkedIn Lisa Zeiderman's LinkedIn Nirupa Umapathy LinkedIn…

The Power of the Ask

1
Unlocking Financial Confidence: Journey to Empowerment with Jen Hemphill of Her Dinero Matters 37:38

33 weeks ago37:38

37:38

In this episode of “The Power of the Ask,” Precious Williams and Lisa Zeiderman explore the world of financial confidence with Jen Hemphill , an accredited financial counselor and the host of the podcast “ Her Dinero Matters .” Jen shares her journey of becoming a financial counselor, shaped as a military spouse. Her interest in finances developed from managing her household budget and receiving guidance from her husband. After enrolling in the FINRA Foundation Military Spouse Fellowship Program, she became an accredited financial counselor and embraced entrepreneurship to build a flexible career. Jen’s childhood in Colombia, marked by financial hardship, profoundly shaped her perspective on money. She believes understanding your “money story” is crucial for breaking free from negative patterns and building financial confidence. For Jen, financial confidence is a mindset — trusting your ability to make sound financial decisions, learning from setbacks, and committing to lifelong financial education. She cautions listeners that without this confidence, you could remain stuck, unable to take the necessary steps to improve your financial well-being. Join Jen, Precious, and Lisa as they discuss: Common financial pitfalls, including failing to plan for occasional expenses and not knowing your true bottom line. The impact of mindset and how our beliefs about money influence our financial habits, as well as how to shift those beliefs for greater success. The power of asking! Why it’s crucial for women to advocate for themselves financially and ask the right questions to achieve their goals. ----- About Jen Hemphill: Jen Hemphill, is a seasoned Accredited Financial Counselor dedicated to empowering others on their journey to financial confidence. After facing financial challenges, Jen began sharing her experiences and insights through her podcast, book, events, and speaking engagements. Her passion lies in helping people navigate the complexities of personal finance, transforming their financial confidence to positively impact every area of their lives. Important Links: Savvy Ladies Precious Williams' LinkedIn Lisa Zeiderman's LinkedIn Jen Hemphill's LinkedIn…

The Power of the Ask

1
Recognizing & Escaping Financial Abuse with Mayra Alejandra Garcia of Debt Free Latina 23:05

35 weeks ago23:05

23:05

In recognition of Domestic Violence Awareness Month, this episode of the Savvy Ladies Power the Ask podcast focuses on the often-overlooked issue of financial abuse. We rarely hear about it, but it's a devastating reality for many — and often intertwined with physical and emotional abuse. Join us as we welcome back Mayra Alejandra Garcia of Debt-Free Latina , a certified financial coach who achieved financial independence overcoming $21,000 in debt. Get ready for a candid conversation about: Understanding Financial Abuse: Learn to recognize the red flags and subtle signs of financial abuse, whether you're married or in a committed partnership. Finding Support: Discover how to break free from the cycle of abuse, seek help from professionals, and regain control of your financial life. Empowerment Through Financial Literacy: Understand why financial knowledge is crucial for women, providing the confidence and tools to ask for what we need and deserve. If you or someone you know is experiencing financial abuse, you're not alone. Savvy Ladies is here to help, offering resources and support to empower you on your journey to financial freedom. About Mayra Alejandra García: Mayra Alejandra García was born and grew up in East Los Angeles, CA. She moved to Laveen, AZ, a Phoenix suburb, with her husband and two children and started living the American dream, including getting into debt. By 2010, her family had credit card debt, student loans, two car loans and a house they couldn’t afford. Mayra got serious and developed a budget and strategic plan. They sold their house and moved into a small apartment, and within 17 months they had paid everything off. They were then able to purchase their current home with a 20% down payment and a 15-year mortgage. With hard work and by following a budget, Mayra transformed her life from significant debt to financial expertise. Living debt-free has increased their net worth and given them financial independence. In 2017, Mayra was able to leave her career in media and train as a certified financial coach. She’s been teaching determined individuals and families how to organize their finances and become debt free with practical strategies ever since. Important Links: Savvy Ladies Precious Williams' LinkedIn Lisa Zeiderman's LinkedIn Mayra Alejandra García LinkedIn…

The Power of the Ask

1
Making a Plan: How to Live Debt Free and Transform Your Future with Mayra Alejandra García of Debt Free Latina 24:29

37 weeks ago24:29

24:29

This episode of the Power of the Ask podcast features Mayra Alejandra García , certified Financial Coach and founder of Debt Free Latina , a website dedicated to empowering and motivating families to gain control of their money, bid farewell to debt, and watch their net worth soar. Mayra shares her inspiring journey from being $21,000 in debt to becoming financially free in just 17 months and her passion for working to help other families find the same freedom. Growing up in a bicultural, bilingual household in East LA helped shape Mayra’s outlook on finances. She learned from her father the critical difference between offering a hand up and a hand out and emphasizes the importance of helping family without enabling dependency. What she didn’t learn was how to talk about money and to plan and budget for spending. That, Mayra notes, was the hardest lesson. When she found herself stressed about significant debt in 2010, she didn’t know where to start. So she grabbed the tools she had – a piece of paper and pen – and wrote every debt out. In the next 17 months, using Mayra’s rudimentary budget, the family paid off its debt and was able to move from a small apartment to a new home. Since then, her family has remained debt free. In 2017, she followed her heart to become a certified financial coach, offering her own cash flow plan sheet, one-on-one coaching and financial literacy resources on her website, DebtFreeLatina.com. The website was a passion project for Mayra. When she couldn’t find the resources she needed online, she decided to create them herself, starting a blog about budgeting, empowering and motivating families to become debt-free and build wealth. “I know the struggle,” she shares. “I know that people may feel lost in that position, and that's where I love to help. My debt-free lifestyle enables me to focus my passion on helping other families.” But it’s not just about a budget. Mayra concludes by explaining that it all comes down to having a written plan with a goal and specific ways to reach it. Start with small steps, she shares, like saving or cutting out impulse buying. While she says it will take hard work and time, the financial freedom is worth the effort. About Mayra Alejandra García: Mayra Alejandra García was born and grew up in East Los Angeles, CA. She moved to Laveen, AZ, a Phoenix suburb, with her husband and two children and started living the American dream, including getting into debt. By 2010, her family had credit card debt, student loans, two car loans and a house they couldn’t afford. Mayra got serious and developed a budget and strategic plan. They sold their house and moved into a small apartment, and within 17 months they had paid everything off. They were then able to purchase their current home with a 20% down payment and a 15-year mortgage. With hard work and by following a budget, Mayra transformed her life from significant debt to financial expertise. Living debt-free has increased their net worth and given them financial independence. In 2017, Mayra was able to leave her career in media and train as a certified financial coach. She’s been teaching determined individuals and families how to organize their finances and become debt free with practical strategies ever since. Important Links: Savvy Ladies Precious Williams' LinkedIn Lisa Zeiderman's LinkedIn Mayra Alejandra García LinkedIn…

The Power of the Ask

1
Empowered by the Ask: Navigating Growth, Mindfulness, and Life’s Challenges with Tina Powell of Intention.ly 49:31

39 weeks ago49:31

49:31

On this episode of “The Power of the Ask,” financial services veteran Tina Powell joins co-hosts Lisa and Precious for an inspiring conversation about her personal and professional journey. Tina is the Chief of Community at Intention.ly, a growth engine design firm transforming the way fintech and finserv organizations approach growth, and the founder and former CEO of C-Suite Social Media. Growing up, Tina watched her single mother juggle two jobs to make ends meet, which inspired her to pursue her own financial empowerment through education and a career in wealth management. She credits her aunt, an estate planning attorney and the first in her family to earn a law degree, with setting an early example of what she could become in spite of her family’s financial instability. Tina also touches on the positive impact of male allies in an industry like financial services, and emphasizes her passion for building community through her work. Tina also opens up about her recent battle with stage four lung cancer, stressing the importance of seeking help and support in dealing with life’s challenges, whether they’re health related, financial, or personal, and shares her approach to mindfulness and staying present during difficult times. During the episode, Tina: Offers guidance and inspiration for those experiencing challenges, particularly to seek help and build community Shares her approach to remaining mindful and present during difficult times Emphasizes the power of the ask: “If you don’t ask, you don’t get” Throughout the episode, Tina’s passion for her work at Intention.ly and empowering the next generation of financial services talent shines through. She draws inspiration from seeing young professionals succeed and from witnessing the positive impact of her work on others. ----- About Tina Powell: Tina Powell is a trailblazer in the digital marketing industry, with over 20 years of experience driving growth for financial services companies. As the Chief of Community at Intentionly, she works alongside CEO and Co-Founder Kelly Waltrich, revolutionizing how financial technology and services companies approach marketing. Tina’s track record of delivering results for her clients led to her founding C-Suite Social Media, a high-growth digital marketing agency that Intentional.ly later acquired. Her passion for helping financial services companies thrive in the digital age is further demonstrated through her industry-renowned podcast, In The Suite, where she spotlights the careers and leadership of mid to senior-level women in the financial services industry. Tina earned a Master’s from NYU in Graphic Communications Management and Technology and the NYU Prism Alumni Achievement Award. She earned a Bachelor of Science in Business Management, magna cum laude, from Fairleigh Dickinson University. Important Links: Savvy Ladies Precious Williams' LinkedIn Lisa Zeiderman's LinkedIn Tina Powell's LinkedIn…

The Power of the Ask

1
The Life Brief: Finding Clarity to Navigate Your Life Goal with Bonnie Wan of Goodby Silverstein & Partners 30:17

41 weeks ago30:17

30:17

This episode of the Power of the Ask podcast features Bonnie Wan, AdAge 2022 Chief Strategy Officer of the Year, partner and Head of Brand Strategy at Goodby, Silverstein & Partners and the bestselling author of “The Life Brief.” An immigrant from Taiwan who lived in both Los Angeles and New York City, Bonnie has always been fascinated by human behavior, by what drives people, and by what fuels their purpose. That curiosity led to her transformative roles in branding and strategy and to develop the “Life Brief,” a creative brief that helps people find clarity about their life goals and navigate challenges with purpose. For many people, the idea of transformation brings images of giant leaps, but Bonnie suggests small changes that can be implemented every day to help create forward momentum. Bonnie has written briefs to fit all aspects of life, from marriage to leadership to finances. She notes that the practice of being very clear and connected to your innermost truth about what you want and what matters most at each stage of your life will help you navigate through that compass. In the financial realm, that means asking the right questions. As a strategist, Bonnie says questions are her best friends. Her first wealth brief question is, ‘What is enough?’ The second is, ‘What do you want to be rich in?’ Bonnie believes the power of the ask is important to women, especially financially. She declares, “If you don’t ask, you don’t get.” She concludes by saying women need to know what they’re worth, what’s sacred and what’s worth fighting for. That kind of clarity allows them to pivot their careers and their asks in different ways when the time calls. ------------ About Bonnie Wan: Bonnie Wan is Partner and Head of Brand Strategy at Goodby, Silverstein & Partners and the bestselling author of “The Life Brief.” AdAge named her the 2022 Chief Strategy Officer of the Year and a 2023 Leading Woman for reaching new heights in an ever-changing marketing landscape. A career brand strategist, Bonnie has spent more than 30 years working with companies to articulate the essence of who they are and has transformed this practice into a creative brief for her life and a personal development strategy for individuals — “The Life Brief.” Bonnie’s creative brief has grown from an agency talk into a workbook, keynote talks and workshops, and, in 2024, a book. “ The Life Brief: A Playbook for No-Regrets Living ” is a USA Today bestseller and Amazon Best Book of the Year 2024 . Modeled after the creative brief, a tool used by many innovative companies to unlock clarity and unleash action, The Life Brief carves a path for living with intention and imagination. Today, Bonnie teaches others how to get clear, get creative, and get courageous about living without regret through her keynote talks, workshops and retreats. And thanks to the clarity she found in her own Life Brief, Bonnie answered her desire to spend more time with her husband, four kids and dog Charlie. Important Links: Savvy Ladies Precious Williams' LinkedIn Lisa Zeiderman's LinkedIn Bonnie Wan's LinkedIn…

The Power of the Ask

1
Smart Shopping: How to Spend and Save to Live Your Best Life with Trae Bodge of TrueTrae 43:26

43 weeks ago43:26

43:26

This Power of the Ask podcast episode features smart shopping expert, lifestyle journalist and TV commentator Trae Bodge. With a passion for helping people save and get the best value for their money, Trae has been featured on national and regional news, sharing her expertise in smart shopping, saving money, and setting financial boundaries. She not only teaches others to be mindful of what they spend and how, but she also walks the talk. Trae calls herself a notorious penny pincher but notes she doesn’t sacrifice style or fun. She encourages open discussions about financial boundaries, setting spending limits, and creating allowances. On the podcast, Trae provides practical tips for smart shopping, including timing purchases for sales, using deal sites, earning cash back, and leveraging credit card points. She highlights the significance of regular savings for emergencies, vacations, education, and retirement. At the same time, Trae emphasizes the balancing act between saving and prioritizing yourself, saying it’s important to enjoy life while creating joy for others. As the mother of a teen, Trae understands that teaching kids about money is the key to preparing them for a financially independent future. She shares ideas on teaching them about identifying money, understanding its value, and distinguishing wants from needs. For adults, she suggests setting personal spending limits, shopping in their closets, and making saving a positive habit. Trae concludes by discussing the importance of saving for both short-term needs and long-term goals, encouraging listeners to adopt mindful spending habits and utilize available tools to enhance their financial well-being. -------- About Trae Bodge: Trae is an accomplished lifestyle journalist and TV commentator specializing in budget-friendly living, personal finance, family travel, and retail for more than a decade. She has appeared on-air over a thousand times, including GMA, Today Show, NBC Nightly News, CBS Mornings, Inside Edition, and network affiliates around the country. Her writing and expert commentary have appeared in Forbes, Time, Marketwatch, MSN, USNews.com, Kiplinger, Yahoo, and numerous others. Her money-saving tips can be found online at truetrae.com and at @truetrae on IG, FB, and Twitter. Trae was selected as a founding member of the Kiplinger Advisor Collective, named one of 5 Black Financial Influencers to Follow in 2024 by Nerdwallet, one of 10 Best Savvy Shopping Bloggers for 2024 by Cardrates, a Top Voice in Retail by LinkedIn, and a top personal finance expert by GoBankingRates and FlexJobs. In 1997, she co-founded the cult cosmetic brand, Three Custom Color Specialists and is co-founder of the media coaching firm, One Take. Important Links: Savvy Ladies Lisa Zeiderman, Esq., CDFA, CFL - Forbes Business Council | LinkedIn Precious L. Williams - Perfect Pitch Group | LinkedIn Trae Bodge |Linkedin…

The Power of the Ask

1
The Road to Becoming Financially Powerful: Take One Step Forward Today with Jully- Alma Taveras of Debt Free Latina 51:00

45 weeks ago51:00

51:00

This Power of the Ask podcast episode features Jully Alma Taveras, also known as Investing Latina , a Plutus Award-winning bilingual personal finance expert. In this powerful episode, Jully shares her journey of starting Investing Latina to help others avoid the financial struggles she faced herself, such as credit card debt, and emphasizes the importance of building good credit and establishing sound financial habits. As an immigrant from the Dominican Republic, she connects deeply with her audience, many of whom share similar backgrounds. Her platform focuses on creating a supportive community where people can share their financial stories and learn from one another. Despite facing cultural barriers and financial challenges throughout her life, Jully highlights the importance of small, consistent investments and savings. She encourages people to look at their financial goals as separate but related endeavors—savings for security and investing for future growth. Jully's story of overcoming debt and building wealth is a testament to the power of intentional financial planning and resilience. Her efforts have significantly contributed to increasing financial literacy and wealth-building in the Latina community. By promoting open conversations about money and providing practical steps to achieve financial stability, Jully continues to inspire and empower others to take control of their financial futures. ------ About Jully-Alma Taveras: Jully-Alma Taveras, also known online as Investing Latina, is a Plutus Award-winning bilingual (Spanish) personal finance expert. She writes for publications like CNBC, Time's Next Advisor, HuffPost, and others on money topics ranging from saving to investing. On her YouTube channel, she tells money stories from the lens of a Dominican Republic-born immigrant living in New York who went from being a shopaholic to a smart spender and diligent investor. Her money philosophies have inspired thousands of women to live minimally & spend intentionally, so that they can invest more. Jully is a sought-after Fortune 20 speaker and facilitator that has led workshops at Nasdaq, Google, Verizon and at The White House Economic Council (2021) among others. She has taught over 10,000 people how to invest through her program The Investing Workshop. Although she has a social following of 39k+ on Instagram and collective social impressions of over 23 million, she is extremely approachable and is an educator to the core. She is the eldest of 3 in her own family, so her audience sees her as the older sister who will force you to do better while also being your cheerleader along the way. Important Links: Savvy Ladies Precious Williams' LinkedIn Lisa Zeiderman's LinkedIn Jully -Alma Taveras…

The Power of the Ask

1
The Success Blueprint: Investing in Your Future Self with Jo Franco of JoClub 45:45

47 weeks ago45:45

45:45

This Power of the Ask podcast episode features Jo Franco , CEO of JoClub , a journaling company that fosters clarity, connection, and community. Jo's journey is marked by resilience and determination, from her early years in Brazil to her current success as an entrepreneur and content creator. Born in Rio de Janeiro, Jo moved to the USA at age six, learning English and navigating challenges as an undocumented immigrant. Despite these obstacles, Jo excelled academically and professionally. Her entrepreneurial spirit blossomed during college in Manhattan, where she rejected corporate roles to launch a YouTube channel. Overcoming financial struggles and visa uncertainties, Jo's breakthrough came with a major deal in 2015, leading to her hosting a Netflix travel show and founding a successful journaling company during the COVID-19 pandemic. Jo credits her mother's fierce independence and resilience throughout her journey as guiding forces. Her upbringing taught her the value of hard work, financial responsibility, and seizing opportunities. Jo's story reflects a blend of ambition, adaptability, and a deep-rooted desire to create a global impact through her ventures and personal growth. On this episode of the The Power of the Ask podcast, Jo Franco: 💠 Shares her passion for building relationships by making other people feel seen and heard. 💠 Explains the role of preparation, research, asking questions, and actively listening in moving forward. 💠 Discusses the importance of finding common ground and maintaining relationships. Jo advises listeners to invest in themselves, their skills, and their knowledge through research and conversations with people from all walks of life. For her, the long game is the bottom line. “Power and progress come the earlier we can get our hands on the books, have these conversations, take action, and look at investing or saving,” she said. “There should be a sense of urgency. You can start seeing how it moves -- if you're in the money world, time is your greatest asset, and that’s the bottom line. You need to get into the game and also invest in yourself. Don’t be afraid to ask anyone, ‘How can I help?’ This is the number one question that opened doors for me.” Sharing the story of creating a cycle of empowerment makes this Power of the Ask a great listen. -------- About Jo Franco: Jo Franco is the CEO and creator of JoClub , a journaling company fostering clarity, connection & community. A world traveler, TV and podcast host, writer, polyglot, and global soul, Jo moved to the United States from Brazil at age six with her mother and siblings and uses her life story to teach others to invest in themselves, their skills, and their knowledge. A gifted content creator, writer, on-camera host, and brand enhancer, Jo finds energy and enlightenment in connecting with strangers and firmly believes in making moves. Jo also hosts the Not Your Average Jo podcast, designed to amplify perspectives from all over the globe. Jo and her co-adventurers cover topics ranging from travel hacks to financing the lifestyle of a digital nomad, language learning, finance, love, culture, fitness, and anything that will help grow our perspectives and minds. Each episode has a global filter. At the end of every episode, Jo shares tangible takeaways that will inspire all her listeners to make daily life feel a little less average — at home or on the road. Jo earned a BBA in Marketing and Communications from Pace University. Her impressive resume includes being a speaker at the SXSW Interactive Conference on Innovation in Digital Media…

The Power of the Ask

1
Inspiring Change: Cultivating Talent and Building Meaningful Relationships with Dana Cox of FIX Coaching & Consulting 32:09

50 weeks ago32:09

32:09

In this episode of the Power of the Ask podcast, Dana Cox, MBA, PMP, Senior VP of Global Delivery Enablement at MasterCard, and 2023 Savvy Ladies Mentorship Award recipient, shares insights on cultivating talent, building transformative relationships, and balancing her roles as a mother of six and grandmother of three. She emphasizes the importance of preparation, strategic communication, and self-reflection in leadership. Dana recounts overcoming corporate challenges, including a pivotal moment when her innovative idea saved her company millions. Her dedication to empowering others is evident in her work with Custom Collaborative and her travel business, Cox Travel Adventures. Dana inspires through meticulous time management and continuous learning. In this episode, we will discuss how Dana: 💠 Shares her passion for realizing your full potential and fearlessly pursuing it. 💠 Explains that preparation and being well-informed are key to meaningful contributions. 💠 Discusses the importance of creating a cycle of empowerment and guiding others in their careers. She credits her success to a supportive network, constructive feedback, and the inspiring stories that make the Power of the Ask come to life -------- About Dana L. Cox, MBA, PMP: Dana L. Cox, MBA, PMP, is a highly accomplished executive in the corporate world, currently serving as the Senior Vice President of Global Delivery Enablement at Mastercard. With a heart full of love for family, friends, and community, Dana has successfully climbed the corporate ladder from an administrative assistant to her current role, raising her family and becoming an entrepreneur, building her curated luxury travel business. Dana combines traditional work ethic, modern thinking, and passion for mentoring rising talent. Recipient of the 2023 Savvy Ladies Mentorship Award alongside her mentee Mara, Dana cultivates talent across cultures and teams while forging relationships that transform, inspire, and make an impact on not only the people she works with but also how her work moves forward, embracing her brilliance. Dana earned a BS in Business from Upper Iowa University and an MBA from Cardinal Stritch University. She calls her six children and three grandchildren her “heart and soul” and calls out her “support system village” for supporting her on her journey. She serves on the board of Custom Collaborative , an innovative New York City-based social enterprise that helps women from low-income and immigrant communities earn fair pay by launching businesses and careers in the fashion industry. Important Links: Savvy Ladies Lisa Zeiderman, Esq., CDFA, CFL - Forbes Business Council | LinkedIn Precious L. Williams - Perfect Pitch Group | LinkedIn Dana Cox | LinkedIn…

The Power of the Ask

1
Bottomless Transformations: Empowering Women and Fostering Self-worth with Melissa Norden of Bottomless Closet 37:36

1 year ago37:36

37:36

This episode of the Power of the Ask podcast features executive, attorney, team builder and management strategist Melissa Norden, JD , CEO of NYC-based nonprofit Bottomless Closet . As a passionate nonprofit executive with strong business acumen, Melissa has guided small and large organizations for more than 20 years. She distills complex business issues into creative, pragmatic, actionable solutions. She focuses on building and navigating diverse stakeholder relationships and developing high-performance teams. On the #podcast, Melissa: 💠 Shares her passion for helping disadvantaged women access the tools they need to feel successful and empowered. 💠 Explains the mission of Bottomless Closet and the advocacy and support they have given to more than 25,000 women. 💠 Discusses the importance of teaching women financial management skills so they can first move up, and then model that knowledge for their children. --- Melissa celebrates small victories and cultivates optimism in the women served by Bottomless Closet. “Seeing success around you,” she says, “inspires you to strive for your own. Without self-confidence and self-worth, it’s hard to project that to others.” Her inspiring story makes this Power of the Ask episode a great listen. [LINK] About Melissa Norden, JD: Melissa is an executive, attorney, and strategist dedicated to empowering disadvantaged women. With over 20 years of experience, she has led small and large organizations, offering creative and actionable solutions. As CEO of NYC-based Bottomless Closet, she builds diverse stakeholder relationships and high-performance teams. Melissa earned her JD from Brooklyn Law School and transitioned to the nonprofit sector, spending 13 years with the ASPCA, where she managed a $170 million organization with over 700 employees. For the past eight years, she has led Bottomless Closet, helping women achieve self-sufficiency through interview attire selection, resume reviews, interview coaching, and professional development workshops. Melissa’s solutions-focused approach and dedication to helping others drive her passion. Important links: Savvy Ladies Lisa Zeiderman, Esq., CDFA, CFL - Forbes Business Council | LinkedIn Precious L. Williams - Perfect Pitch Group | LinkedIn Melissa Norden |Linkedin…

The Power of the Ask

1
Doing the Work: Leveling the Playing Field for Women and Minorities with Lazetta Rainey Braxton of Lazetta & Associates 32:11

1 year ago32:11

32:11

This episode of the Power of the Ask podcast features financial media spokesperson and wealth activist Lazetta Rainey Braxton, MBA, CFP®, co-CEO and co-founder of 2050 Wealth Partners and founder of Lazetta & Associates. For nearly 30 years, Lazetta has worked to build successful entrepreneurial ventures, drive innovation, and navigate the complexity of diversity in the financial services industry. She possesses a unique understanding of consumer engagement, talent management, and regulatory requirements shaping the evolving financial services landscape. On the podcast, Lazetta shares her inspiration to pursue financial planning and her desire to level the playing field for women and minorities. She explains how her experience with toxic work environments in the financial industry led her to form her own financial advisory firm. She provides tips for women starting out in their careers or businesses and underscores the importance of being comfortable with financial information — no matter what the setting. Lazetta stresses financial education, podcasts, and online resources are crucial in providing valuable information to this generation and the next. For Lazetta, it’s all about doing the work. Her advocacy is anchored in humanity, in people, in reminding institutions that they are a consortium of people. Her passion for amplifying diversity, inclusion, equality, and belonging in the financial planning profession is exciting and a great listen. About Lazetta Rainey Braxton: Lazetta is a financial expert, social entrepreneur, business strategist, and board leader advancing wealth and human capital for the common good. In 2008, she founded Financial Fountains, a fee-only financial planning and registered investment advisory firm serving clients around the country. In 2020, she co-founded 2050 Wealth Partners, financial planning for thriving professionals, small business owners, first-generation wealth-builders, and sandwich-generation wealth-protectors. At the same time, she launched her own business consulting firm, Lazetta and Associates, to nurture culturally aware and hospitable workplace environments that ignite innovation and allocate equity among their employees. Over her 25+-year career, Lazetta catapulted innovative strategies by equipping individuals and leaders to align their balance sheets and P&Ls with their vision and values, adopt virtual engagement prior to the pandemic, amplify marginalized voices in workplaces, build dynamic professional teams, and balance IQ and EQ for optimal engagement at home and work. She was named in the top 10 Investopedia’s 100 Top Financial Advisors and served as Board Chair of the Association of African American Financial Advisors (AAAA) and its Foundation's inaugural Board President. She has devoted much of her career in financial services to diversifying the financial planning profession and creating progress toward a more inclusive field with career and advancement opportunities. She earned a BS in Finance and International Business from the University of Virginia in 1995 and an MBA in Finance from Wake Forest University in 2004. Important Links: Savvy Ladies Lisa Zeiderman, Esq., CDFA, CFL - Forbes Business Council | LinkedIn Precious L. Williams - Perfect Pitch Group | LinkedIn Lazetta Braxton |Linkedin…

The Power of the Ask

1
HOPE for the Best: Working Together to Empower Women with Mary Hagerty Ehrsam of Operation HOPE, Inc 48:29

1 year ago48:29

48:29

This episode of the Power of the Ask podcast features economic equity strategist Mary Hagerty Ehrsam, president of partnerships at Operation HOPE, Inc., where she cultivated $300M in revenue streams and avenues for growth, scale, and sustainability. For more than three decades, Mary has served as a leader in economic equity and financial dignity, working to drive $3.5B in private investment into underserved, low-wealth communities worldwide. She developed and launched the HOPE youth programs, expanded the HOPE Inside model nationwide, and led the global expansion in South Africa and the Middle East. On the podcast, Mary shares how she came to Operation HOPE more than 25 years ago and how its mission to enact social justice through an economic equity lens was something that resounded with her. She has led the organization nationally to 274 cities, educating millions of individuals. But, Mary stresses, it's not just about the numbers and outputs, it's about the outcomes. For Mary, teamwork makes the dream work. Her passion for economic equity, financial dignity, corporate social responsibility, and public-private partnerships is inspiring and a great listen. About Mary Ehrsam: Mary is President of Partnerships at Operation HOPE, Inc. in Atlanta. Prior to joining HOPE, Mary began her career in strategic economic development and poverty alleviation by launching the Los Angeles affiliate of Habitat for Humanity — growing the organization from a $35K budget to $3.2M, constructing 64 homes in partnership with recipient homeowners, and conducting the 1995 Jimmy Carter Work Project with 25 homes built in five days. Mary expanded her focus to comprehensive economic equity with Operation HOPE in 1997. She developed and launched the HOPE youth programs, expanded the HOPE Inside model nationwide, and led the global expansion in South Africa and the Middle East. Working with the Global Dignity co-founders, Mary developed the “Course in Dignity” curriculum that has been delivered, in partnership with the World Economic Forum of Young Global Leaders, in 100 countries on four continents. She currently serves as the co-lead of the Financial Literacy for All (FL4A) initiative. In 1990, Mary earned a BA with honors in Economics from Gettysburg College, from whom she received the Distinguished Alumni Award in 2022. Important Links: Savvy Ladies Lisa Zeiderman, Esq., CDFA, CFL - Forbes Business Council | LinkedIn Precious L. Williams - Perfect Pitch Group | LinkedIn Mary Ehrsam | LinkedIn…

The Power of the Ask

1
Breaking Barriers: The Empowerment Blueprint with Clara Sierra of Moody's Analytics 33:52

1 year ago33:52

33:52

Join the movement of empowerment with "The Power of the Ask" podcast, where women are encouraged to embrace their voices. Hosted by Savvy Ladies Lisa Zeiderman and Precious Williams, this episode features an insightful conversation with Clara Sierra, a trailblazing figure in the financial industry. Clara Sierra, a Dominican American working mom, shares her journey from humble beginnings to senior director of business development at Moody’s Analytics. Through her story, listeners will be inspired to break free from societal norms, embrace their authenticity, and build strong networks that elevate themselves and others. The episode delves into the importance of networking, authenticity, and asking for what you’re worth in both personal and professional spheres. With practical advice and powerful insights, Clara encourages women of diverse backgrounds to step into their power and create meaningful change in their lives and communities. Listeners are reminded that success is not a solo journey but a collective effort, and by lifting each other up and advocating for themselves, women can redefine the narrative and achieve their fullest potential. Join the movement of empowerment today and unleash the power of asking. About Clara Sierra: Clara Sierra is a seasoned leader with a distinguished career spanning executive management roles at renowned financial institutions. Known for her exceptional professional relationships, passion for sales and marketing, and commitment to achieving optimal results, Clara has left an indelible mark in the industry. As Senior Director, Industry Practice Lead for the Asset Management Segment at Moody’s Analytics, she spearheads C-Suite client conversations and drives strategic plans for sales and marketing, expanding the company's brand and sales efforts in the financial services sector. With prior roles at Amundi Pioneer, Sentinel Investments, and AIG Advisor Group, Clara brings extensive expertise in business development, strategic alliances, and advisory services, making her a trailblazer in her field. Important Links: Savvy Ladies Lisa Zeiderman, Esq., CDFA, CFL - Forbes Business Council | LinkedIn Precious L. Williams - Perfect Pitch Group | LinkedIn Clara Sierra | LinkedIn…

The Power of the Ask

1
Crowning Your Dreams: How Miss New Jersey USA Juggles Wall Street and Her Passions with Derby Chukwudi of J.P. Morgan Asset Management 46:03

1 year ago46:03