Divorce-Proof Your Finances – with Lisa Zeiderman

Divorce-Proof Your Finances - with Lisa Zeiderman Despite the fact that I’m divorced, I’m actually very optimistic about relationships and their long-term potential. As I have shared on this show, money and a lack of...

Shannon’s Financially Naked Session

Shannon’s Financially Naked Session At the Financial Gym, we call the first time our clients meet with their financial trainers and share all of their financial details the financially naked session. It’s typically a meeting...

Disability Insurance 201 – with Kelly

Disability Insurance 201 - with Kelly A few years back, I recorded an episode about disability insurance that truly opened my eyes around the topic and showed me the need to advise my clients about...

When You Don’t Want To Be The Boss Anymore with Chenell Tull

When You Don’t Want To Be The Boss Anymore with Chenell Tull For those of you who follow me on Instagram, you know that recently I shared an Insta-story discussing the fact that lately I...

Finding Happiness While Working a Nine-to-Five with Monica Rivera

Finding Happiness While Working a Nine-to-Five with Monica Rivera I think there is plenty of information and advice out there about how to start a business and quit your nine-to-five job, especially if you’re not...

Cash Wise Ex-Wives with Kayla Sloan and Shanah Bell

 Cash Wise Ex-Wives with Kayla Sloan and Shanah Bell As many of you know, I’m a divorced single mom and I personally don’t think there’s enough conversation and discussion around the specific financial challenges of...

Wedding Season Expenses with the Happy Hour Ladies

Wedding Season Expenses with the Happy Hour Ladies Today is the last Friday of the month and my regular listeners know that on the last Friday of the month, I host a happy hour,...

Career Change Advice with Dana Cowin

Career Change Advice with Dana Cowin I end every show asking you to tell me what you want to hear, and I love when you take me up on it. This week’s show comes thanks...

Five Common Advisor Questions with Joe Saul Sehy

Five Common Advisor Questions with Joe Saul Sehy One of the many things I love about working as a financial planner is that you get to become the sounding board for your clients. Every time...

Investing and Volatility with Kevin Matthews

Investing and Volatility with Kevin Matthews For most of 2017, those of us who were investing got to experience what’s called a bull market - when the stock market continues to go up no matter...

Managing the Haters with the Happy Hour Ladies

Managing the Haters with the Happy Hour Ladies Today is the last Friday of the month and my regular listeners know that on the last Friday of the month, I host a happy hour,...

Forty and Faithful – Shannon’s Birthday Episode

Forty and Faithful - Shannon’s Birthday Episode Yesterday, I turned 40 years old and officially headed into a new decade of life and when I was thinking about what I wanted to talk about for...

Performance and Leadership Coaching with Tara Newman

Performance and Leadership Coaching with Tara Newman My team and I work day in and day out getting people financially healthy, and there’s really only so many changes you can make to your expenses. One...