In this episode of Women of Wealth, we sit down with wealth and exit strategist Robin Edgar, founder of Wealth Progression Group, for a practical conversation about planning ahead - professionally and personally. Robin shares how business owners and families can think through “the next chapter,” from assembling a trusted advisor network to aligning plans with personal values (faith, family, and finances).

We touch on the phases of retirement, preparing for life transitions, and why asking better questions leads to better decisions. Robin also introduces her resource, “12 Questions to Ask Any Advisor,” designed to help listeners evaluate fit, service, and communication style. This conversation is educational in nature and focuses on frameworks, teamwork, and readiness—so you can begin with the end in mind and navigate change with confidence.

Connect with Robin: LinkedIn (Robin Edgar)
Websites: wealthprogressiongroup.com and robinedgar.net
Email: robin.edgar@wealthprogressiongroup.com

**Because investor situations and objectives vary the information on this page is not intended to indicate suitability for any individual investor.

The information herein has been prepared for educational purposes only and does not constitute an offer to purchase or sell investments.

This material is not to be interpreted as tax or legal advice. Please speak with your own tax and legal advisors for advice/guidance regarding your particular situation. Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. [Insert DBA name here] is independent of CIS and CAM.

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

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Hey Wealth Warriors! 💰
In this episode of Women of Wealth, your hosts Hawley Woods Gray and Allie Ramo dive into one of the most essential - and often misunderstood - topics in finance: life insurance.

If you’ve ever wondered what the difference is between term and permanent life insurance, or how living benefits can protect you long before you pass away, this conversation is your guide. Using their signature “umbrella” analogy, Hawley and Allie break down how each type of policy works, when to use them, and why having both might be the smartest move for building lasting wealth.

They share real-life examples - from Walt Disney and Ray Kroc to Hawley’s own family - illustrating how life insurance can fund dreams, safeguard your health, and protect your legacy. You’ll also hear how policies today go far beyond traditional coverage, offering benefits for critical illness, Alzheimer’s, fertility treatments, and more.

Whether you’re a young professional, parent, or entrepreneur, this episode will help you see life insurance not as an expense...but as an essential tool for freedom, security, and wealth building.

🎧 Tune in to learn:

• The difference between term and permanent life insurance
• How living benefits actually work
• Why some of the world’s greatest entrepreneurs leveraged their life insurance
• The surprising ways parents can use policies for college funding or business startup capital
• How to decide which policy (or combination) is best for you

💬 Ready to explore your options? Connect with the Women of Wealth team for a complimentary legacy and wealth planning session!

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

Millennial host Allie Ramo sits down with Neetu Rishi - visionary Personal Growth Mentor, Transformation Coach, and host of The Passionpreneur Show - to talk about building confidence you can measure, turning passions into purpose-driven projects, and reinventing your career (even after 40) with consistency and courage.

Neetu shares how she went from “accidental model” to pageant winner and founder of two impact-driven brands: The Success Door, empowering youth with strengths-based, purpose projects, and FLY Showcase, a platform for aspiring models of all ages, sizes, and backgrounds. We dig into authenticity, learning on repeat, charging for your value as your skills grow, and why the “overnight success” is a myth.

In this episode, you’ll learn:

• A step-by-step way to build (not “find”) confidence
• How to design purpose-driven projects that unlock potential (for teens & adults)
• The role of consistency and lifelong learning in real transformation
• Pricing your value—moving from $10/hr to $225/hr with intention and skill
• Handling criticism while you grow—and staying authentic

Connect with Neetu:
Search “Neetu Rishi” on LinkedIn, Instagram, and Facebook, and find her YouTube channel as “NEETUBE.” Check out her talk show: The Passionpreneur Show with Neetu Rishi.

If this episode helped you level up your mindset, follow/subscribe to Women of Wealth on your favorite podcast platform and leave us a review. Share it with a friend who needs a confidence boost today!

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!