In this episode of "Cash and Sass," host Lisa Marie Robinson, founder of Transcendent Wealth Company, chats with La Juana Whitmore, founder of Next Femme Financial and La Juana Whitmore Consulting. La Juana, a business strategist and certified financial education instructor, shares her mission to promote financial parity for women and underrepresented communities. They discuss the importance of financial literacy for women entrepreneurs, sharing personal experiences and strategies for effective financial management. Key takeaways include the necessity of understanding one's financial landscape, the emotional aspects of money, and practical steps to improve financial awareness and decision-making.

• Importance of financial literacy and management for women entrepreneurs
• Personal experiences with money and financial challenges faced by entrepreneurs
• Emotional aspects tied to financial decision-making
• Strategies for effective financial management, including manual tracking and budgeting
• Overcoming shame and fear associated with financial discussions
• The role of technology in financial management and the need for personal engagement
• Creating a financial roadmap that aligns with personal values and goals
• Empowerment through knowledge and understanding of financial situations
• The evolution of money management practices and their impact on financial awareness
• Encouragement for listeners to take proactive steps toward financial education and empowerment
  
  

Reach out:

https://www.nextfemmefinancial.com

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In this episode of the "Cash and Sass" podcast, host Lisa Marie Robinson welcomes financial expert Monica Kaufman. They delve into the complexities of building and maintaining wealth, especially amidst life's challenges. Monica, with over 20 years of experience in the financial industry, shares her insights on sustainable wealth management, emphasizing the importance of aligning financial decisions with personal values. They discuss practical strategies like conducting financial audits, the significance of emergency funds, and the necessity of proper documentation such as wills and medical power of attorney

• Importance of financial planning and wealth management
• Aligning financial decisions with personal values
• Building and sustaining wealth amidst life's challenges
• The role of mindset and emotional regulation in financial success
• Understanding the relationship with money and its impact on financial decisions
• Identifying and addressing "money leaks" in personal finances
• The significance of having an emergency fund and managing debt
• The necessity of proper financial documentation (e.g., wills, power of attorney)
• The concept of financial freedom and living life on one's own terms
• The importance of proactive measures in financial planning and health
  
  
  

With over 20 years in the financial industry, including roles at Merrill Lynch and Goldman Sachs/AYCO, and currently serving as the Director of Financial Planning at Harmony Asset Management, Monica brings a wealth of expertise and insight to every financial journey. As a CFP® professional, she is dedicated to guiding clients through the complexities of building sustainable wealth. As a mother of two adult sons and two beloved rescue dogs, Monica understands the importance of stability despite the challenges of life wtiin a family and planning for the future. She has seen firsthand that financial freedom goes beyond earning—it requires learning to make money work for you and transforming income into lasting wealth. She views money as a tool that anyone can master to create the life they truly want. Having walked this path herself, she’s had the privilege of guiding many others along the way. She understands the challenges involved and is passionate about empowering people to take control, gain confidence, and build the futures they envision.

www.harmonywealthacademy.com

Ready to write a new money story? Book a Wealth Creation Call HERE

Please share, subscribe, and review our show. Doing so helps others who need this information find it and benefit from these empowering and sassy convos about money.

The Sassy Wealth Coach™

https://www.thesassywealthcoach.com

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In this episode of "Cash and Sass," host Lisa Marie Robinson, founder of the Transcendent Wealth Company, converses with Christian Brim, a CPA with over 25 years of experience. They delve into the complexities of financial well-being, emphasizing a holistic approach to wealth. Lisa and Christian share personal stories of financial challenges, including bankruptcy, and discuss the importance of understanding money mindset. They highlight the need for continuous personal growth, defining financial "enough," and leveraging creativity in business. The episode underscores the significance of aligning financial goals with personal values and fostering a healthy relationship with money.

• Importance of a holistic approach to financial well-being
• Personal experiences with financial challenges, including bankruptcy and emotional impacts
• Understanding and addressing money mindset and its effects on financial decisions
• Redefining wealth beyond monetary success, including emotional security and generational wealth
• The concept of "enough" in financial terms and setting specific goals aligned with personal values
• Tailored financial management strategies for creatives and the role of creativity in business
• The connection between personal growth and business success
• Embracing change and uncertainty as essential for growth
• Resources for financial education and empowerment
• Cultivating a healthy relationship with money and viewing it as a tool for freedom and fulfillment

Christian has been helping business owners for over 25 years with their finances. He grew up in a family business that eventually went bankrupt. Seeing the devastation it caused for his family, he knew that it didn't have to be that way. Christian’s life mission has been to help businesses with their finances.

https://christianbrim.com/

https://www.linkedin.com/in/christianbrim/

Ready to write a new money story? Book a Wealth Creation Call HERE

Please share, subscribe, and review our show. Doing so helps others who need this information find it and benefit from these empowering and sassy convos about money.

The Sassy Wealth Coach™

https://www.thesassywealthcoach.com

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