You can build a powerful (and fun!) life after divorce or separation. Hosts Carmel Ecker and Lindsay Carlson are here to bring you real-life stories and hard-earned lessons, so you can have the motivation, clarity and community you need to thrive as a single parent. Whether you're co-parenting, parenting alone, or your kids no longer live at home -- this show is for you. For single moms, single dads, single parents, co-parents, solo parents, and those who care about them. Join us to hear abo ...
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SHIFT is a show focused on human first financial guidance. Join Ross Marino and his guests, industry experts and thought leaders with the tools to help you mold your practice and shift the conversation.
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Starting over after a 27-year-long marriage with divorce advisor Jason Scriven
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Divorce can blow up our lives -- but it can also be a massive opportunity to start over and build something new and amazing. Our guest today wants newly separated or divorced parents to know is that the best part of your life is ahead of you. In 2021 Jason Scriven's 27-year marriage ended in divorce, he moved in with his parents, lost his job, and …
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Single after a tough separation or divorce with Zeta Cosman
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What happens when you suddenly become a single parent in tough circumstances? Today we talk to Zeta Cosman -- a newly-single parent putting her life back together after a tough breakup. Zeta’s an incredible go-getter and a powerful example of dealing with challenges head-on. A lot of us can learn from her story, whether we’re new single parents or …
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Breaking Free from the Past: Powerfully Owning Your Story with Rebecca Lynn Thomas
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This episode is all about finding your own self-worth and learning to trust your judgement. We loved this conversation for anyone who may be facing trauma or domestic abuse, or finding your confidence again after some hard knocks. Some key lessons and insights from Rebecca's story include: It's important to take time after a difficult relationship …
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Today's conversation started with one little question: what does it mean to hit the "reset button" when things don't go our way? Setbacks are hard. Keeping it all together, while trying to be great parents for our kids, growing businesses, dating, and going after personal goals... it can be messy. Carmel and Lindsay have a lot to say about this - e…
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How can I be a single parent and still be “me”? with Danusia Malina-Derben
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Today, we talk to Danusia Malina-Derben, a solo mum with a jaw-dropping list of accomplishments. She's also one of the most supportive women you could ever talk to... someone you'd just love to sit down with for a really long late-night chat. We just couldn't wait to share this one with you. Danusia became a single parent during a pregnancy with tr…
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Can you be a "good mom" if your kids don't live with you? With Carina Reeves
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Can you be a “good mom” if your kids don’t live primarily with you? This story touches on one of the more vulnerable possibilities we can imagine as single parents. For Carina, that meant not having her kids live with her. As heartbreaking as that may sound, for Carina, it was a chance to grow and rediscover her sense of self. Today, Carina has a p…
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Preventing Trust Fund Monsters with Steve Lockshin
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Steve Lockshin joins Ross Marino on advising high level investors on their retirement plans and preventing "trust fund monsters".Ross Marino, CFP®, CPFA, CeFT® による
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Festive & Fearless: Taking on the Holidays as a Single Parent with Carmel and Lindsay
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To wind down the year, we're bringing it all back to the raw, real, and sometimes hilarious world of single parenting. Your hosts Lindsay Carlson and Carmel Ecker talk about the challenges we face as single or solo parents during the holiday season, how we balance our own needs with those of our families, and how we can empower our kids to be a par…
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Screening Questions for Prospective Clients with Meghaan Lurtz
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Meghaan Lurtz joins Ross Marino sharing tips on how advisors can tailor their discovery meetings with the proper questions and techniques.Ross Marino, CFP®, CPFA, CeFT® による
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Holistic Leadership: The Human-first Intersection Between Coaching and AI with Lindsay Troxall
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Lindsay Troxall joins Ross Marino to discuss how AI provides financial coaches even more opportunity to be effective and human-centric.Ross Marino, CFP®, CPFA, CeFT® による
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Global Humanity of Money: Aligning Cultural Values with Money with Dr. Preston Cherry
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Dr. Preston Cherry joins Ross Marino sharing how culture plays a part in how people deal with money. Advisors need to be mindful of a client's cultural background to effectively serve them.Ross Marino, CFP®, CPFA, CeFT® による
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Creating a Practice on Purpose with Laura LaTourette and Chloe Moore
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Chloe Moore and Laura LaTourette join Ross Marino discussing creating a practice serving a particular community. They share the wisdom and challenges that come along with filling the niche market.Ross Marino, CFP®, CPFA, CeFT® による
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Human First Discovery Meetings with Stoy Hall and Larry Sprung
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Stoy Hall and Larry Sprung join Ross Marino sharing how they approach their client discovery meetings and share tips for success.Ross Marino, CFP®, CPFA, CeFT® による
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Candice Carlton joins Ross Marino and shares her wisdom on marketing to the modern consumer in the financial advice market.Ross Marino, CFP®, CPFA, CeFT® による
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From Psychology to Life Planning with George Kinder
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George Kinder joins Ross Marino and shares his wisdom and how he founded the life planning movement and how it revolutionized our industry.Ross Marino, CFP®, CPFA, CeFT® による
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Developing and Maintaining Client Trust and Commitment with Amy Mullen
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Amy Mullen joins Ross Marino to discuss the large change in client perspective in trust and commitment from their advisors. They share tips on what advisors can do to reconnect with their clients new mindset.Ross Marino, CFP®, CPFA, CeFT® による
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Making Behavioral Finance Practical with Mary Bell Carlson and Kristy Archuleta
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Mary Bell Carlson and Kristy Archuleta join Ross Marino to discuss how advisors can apply behavioral guidelines to the changing financial planning field and the expanding role of women in financial roles.Ross Marino, CFP®, CPFA, CeFT® による
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Rising Above: Shattering Stereotypes as a Young Single Parent with Samantha Isales
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In this episode, Samantha Isales delves into her life as a first-generation college graduate and single mom. Learn about her struggles, triumphs, and advocacy for marginalized communities. Samantha became a single mom in high school, facing struggles due to lack of support from school advisors and teachers. She worked hard to balance supporting her…
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Dealing with Change: From Divorce to Empty Nesting and Everything in Between with Adele Fraser
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If you’ve ever felt thrown off balance by life’s changes, you’re not the only one! Divorce, co-parenting, single parenting, and then becoming an empty nester… the whole journey can make your head spin! Grab your fave hot drink and download our conversation with Adele Fraser -- an amazing coach and single parent who has been through a lot of change,…
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Ed Coambs joins Ross Marino sharing the importance of understanding a client's individual money story so you can advise them effectively.Ross Marino, CFP®, CPFA, CeFT® による
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Developing a DEIB Mindset w/ Dr. Brandy Baxter and Cameo Roberson
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Ross is joined by Dr. Brandy Baxter and Cameo Roberson to discuss how advisors can create a DEIB practice. They share tools and insights for the everchanging workplace.Ross Marino, CFP®, CPFA, CeFT® による
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Today's episode is a little different. We're having a conversation with Kelly Rose Lamb of the Bold podcast. She asked us about single parenting, and we asked her about her mission to help women give themselves permission to step off the expected and well-worn path, which of course is something single moms are very familiar with. Throughout the con…
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Cary Carbonaro joins Ross Marino sharing insights about women's increasing role in financial planning.Ross Marino, CFP®, CPFA, CeFT® による
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The Rise in Gray Divorce with Andrew Hatherley
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Andrew Hatherley joins Ross Marino discussing the rising trend of divorce over 50.Ross Marino, CFP®, CPFA, CeFT® による
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Kendra Wright joins Ross Marino and share her insights to how marketing needs to be human first in approaching clients.Ross Marino, CFP®, CPFA, CeFT® による
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Dan Haylett, host of the Humans vs Retirement podcast, joins Ross Marino to discuss the importance of a human first connection with your clients.Ross Marino, CFP®, CPFA, CeFT® による
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Rebuilding After Adversity with Torlando Hakes
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Being a single parent has its set of challenges. From unexpected life changes to finding stability amidst the chaos, it's a journey that demands a lot from us. In today’s episode, we dive deep into Torlando Hakes' personal story of growth and rediscovery. Previously a single dad, Torlando shares his experiences of facing adversity, learning from to…
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Welcome Back! Season 2 of Single & Mighty is here!
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Welcome back to Season 2 of Single & Mighty - with your hosts Lindsay Carlson and Carmel Ecker. Launching a podcast is a huge project and a ton of work -- we talk about some of the things we learned in our first season as podcasters. We talk about what it took to reach this big goal, and some of the meaningful lessons our amazing guests shared. So …
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The Continuum of Financial Advice with Saundra Davis
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Saundra Davis joins Ross Marino sharing information on the Continuum of Well Being framework and the roles of financial coach, financial educators, financial therapists and advisors within it.Ross Marino, CFP®, CPFA, CeFT® による
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Phillipp Hecker from Bento Engine joins Ross Marino sharing info on the Bento Engine tool and how it benefits the financial advisor.Ross Marino, CFP®, CPFA, CeFT® による
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The Awesome Stuff: A Single Dad's Quest with David Delisle
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David Delisle is a man of many talents. He's an author, entrepreneur, investor, speaker, and most importantly, a dad. He's also a single parent, navigating the world of co-parenting with a unique perspective and a wealth of practical tips. In this episode, we delve into David's experiences, his book "The Golden Quest," and his advice for single par…
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Dating, Remarriage, and Blended Families with Allison Orlovsky
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Single & Mighty Community Call! Join us Tuesday July 25 at 12 Noon Pacific Time for a community call! Sign up for emails and get details on our site. If you’re diving into the world of dating, relationships, and merging families, you’ve gotta hear our conversation with Allison Orlovsky. Allison is a relationship coach who is now happily remarried a…
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Sidney Divine joins Ross Marino sharing insights into a career as a life planner. #lifeplanning #financialplanning #shifteventRoss Marino, CFP®, CPFA, CeFT® による
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"I've got my things set up, I've got my people, my kid is happy. No, not everything is perfect and that's okay." - Jenn Herman Join us today as we talk to Jenn Herman an internationally recognized Instagram marketing expert, author, and speaker. Jenn talks about her road from co-parenting to single-parenting her daughter and all the mom guilt that …
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Connecting by Outcaring the Competition with Sheri Fitts
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Sheri Fitts joins Ross to discuss why advisors need to embrace their human qualities to compete in the age of AI. Follow link for full information on the Sway conference: https://sherifitts.com/sway/Ross Marino, CFP®, CPFA, CeFT® による
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From Side Hustle to 7-Figure Entrepreneur with Lisa Cumes
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Today, we spotlight Lisa Cumes. Lisa turned her side hustle into a seven-figure business, finding ways to make it all work as a single parent. Lisa's journey is a testament to resilience, creativity, and a positive mindset. Starting as a part-time freelancer, Lisa balanced single parenting with her big dreams and ambitions. She found creative ways …
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Nancy Bleeke joins Ross Marino to discuss the benefits of adding a human first approach to an advisors sales process. For full information on Nancy Bleeke and SalesPro Insider, follow the link: https://www.salesproinsider.comRoss Marino, CFP®, CPFA, CeFT® による
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Analyzing Corporate Culture and Company Performance with Dan Ariely and Kristof Gleich
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Dan Ariely and Kristof Gleich join Ross Marino to discuss how corporate culture and human capital effect company performance.Ross Marino, CFP®, CPFA, CeFT® による
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Taking Control of Your Time with Taren Sartler
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If you find yourself wondering how to get EVERYTHING done, this episode is for you! We're talking to Taren Sartler, a productivity expert who developed her skills after becoming a single mom and realizing that she needed to make the most of her time if she was going to be there for her kids the way she wanted to. She got so good at it that it becam…
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Dr. Preston Cherry joins Ross Marino to discuss how to maintain the balance between life and money.Ross Marino, CFP®, CPFA, CeFT® による
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If you’ve ever felt the weight of trying to be everything at once – a great parent, a business owner, and have a personal life, Deborah Drummond is about to become your new best friend. She’s not just a successful entrepreneur, but also a single parent who has built her success solo from the ground up. We know single parent life can be a whirlwind …
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Thinking Like a Financial Futurist with Brandy Baxter
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Slay In Your Career and As A Single Parent with Sophia Valdez
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Get ready to be inspired by this episode as we sit down with Sophia Valdez, a successful tech professional and single mother who shares her journey with our hosts. Sophia’s quickly built a high-powered career in the tech industry as a single parent. She’s done this by being really intentional about her goals, building a supportive community, and pr…
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Financial Therapy Meets Financial Planning with Ashley Quamme
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Ashley Quamme and Ross Marino discuss how advisors can benefit from financial therapists unique perspective of our industry.Ross Marino, CFP®, CPFA, CeFT® による
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Choosing to be a Single Parent with Kris Jones
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Would you choose to become a single parent? That’s the choice this episode’s guest, Kris Jones, made when at age 39, she didn’t have a life partner and yet felt ready to be a mom. She found a single moms by choice group and met other women who were also unpartnered and wanted to have children. Kris has shown that with a powerful community behind th…
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Robert Sofia, CEO of Snappy Kraken, joins Ross to discuss how a human-first marketing approach is advantageous.Ross Marino, CFP®, CPFA, CeFT® による
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Regaining Financial Footing After Divorce or Separation with Michelle Jacobik
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Let’s talk about MONEY!! Michelle Jacobik joins us today to discuss lessons learned from her money journey as she transitioned from a partnership to being a single parent. A big dreamer, Michelle has never let anything hold her back and her story demonstrates an amazing ability to pair her big dreams with practical actions to make those dreams happ…
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Build your dream one step at a time with Lynn Tickner
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Meet powerhouse mom, educator and entrepreneur Lynn Tickner. Lynn spent many years in a dysfunctional marriage, following bad advice that carried her further and further away from herself. As the sole breadwinner for her family while also home schooling her kids, she shouldered a lot of responsibilities and was under a lot of external pressure to s…
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Leaving abuse and building a better future with Lindsay Carlson
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Hey it’s Lindsay. In this interview, I tell you my story about leaving an abusive relationship behind and starting over as a single parent. It’s really important to me to tell this story. It’s been one of the main reasons for me to start this podcast with Carmel. Since leaving my relationship, I’ve been shocked by how many other people tell me they…
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The Power of Sharing Your Story with Carmel Ecker
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Carmel here. I’m excited to be sharing my story with you, not because it’s exceptional, but because I expect you might see yourself in it and see that you’re not alone. While my story may be common, I believe the way I see it and tell it is unique. With so many families experiencing divorce these days, the face of single parents is changing. And th…
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