最高の Financial Clarity ポッドキャスト (2024)

1
Your Financial Wellness Check-Up 20:03

5d ago20:03

20:03

Just like an annual checkup is important for maintaining good health, performing regular financial checkups is an essential part of planning for a healthy and successful retirement. In today’s episode, Donna gives us a glimpse at what financial wellness checkups look like at Sephton Financial. Here are the points we discuss in today’s show: 0:00 – …

1
Finance Fortress: Practical Strategies for Retirees Against Scams & Fraud 21:12

2M ago21:12

21:12

As much as any other threat, recognizing and avoiding scams has become an essential skill, particularly for retirees. Join us as we explore crucial steps you can take to safeguard your financial well-being against the growing tide of scams and identity theft. Learn from real-life stories and gain practical advice to keep your finances secure in thi…

1
Mastering Productivity to Maximize Small Business Profits With Amber De La Garza 47:30

2M ago47:30

47:30

Amber De La Garza is a coach, trainer, speaker, and writer renowned for her work as The Productivity Specialist. Through her role as the host of the Small Business Straight Talk Podcast and creator of Leverage Lab®, Amber dedicates her expertise to assisting entrepreneurs in enhancing their productivity, helping them to maximize their profits and m…

1
Rethinking the American Dream With Sara Kappler 49:41

2M ago49:41

49:41

Sara Kappler is the CEO of Centric Squared, a CRM-driven agency specializing in email and SMS marketing. Having pivoted to CRM consulting and email marketing after over a decade in digital consulting, Sara specializes in high-performing marketing campaigns for clients in the finance, e-commerce, and online business niches. A mom of three with a rec…

1
Scaling Services Through Training With Adam Lean 47:02

2M ago47:02

47:02

Adam Lean is the CEO and Co-Founder of The CFO Project, a company dedicated to training financial professionals on how to offer outsourced Chief Financial Officer (CFO) and business advisory services. With an accounting background and years of experience in the corporate world, Adam transitioned into entrepreneurship, successfully launching, growin…

1
Empowering Women in Business Through Abundance and Resilience With Andrea Heuston 43:02

3M ago43:02

43:02

Andrea Heuston is the CEO and Founder of Artitudes Design, an award-winning creative agency. She has over 20 years of experience in the design industry and has won several awards such as the Puget Sound Business Journal’s 40 under 40, the Annual Enterprising Women of the Year Awards for Enterprising Women Magazine, Cambridge Who’s Who, and the Key4…

1
Creating a Productized Service With Mallory Ulaszek 45:47

3M ago45:47

45:47

Mallory Ulaszek is the Co-founder of Week of the Website, a web design agency that simplifies the process of creating websites for small businesses, agencies, and large enterprises. With a rich background in leading various marketing, finance, sales, and operations teams, Mallory leverages her extensive experience to create an intuitive web design …

1
Retirement Planning Is Different For Women: Here’s Why 19:13

3M ago19:13

19:13

As International Women’s Day approaches (March 8), it’s the perfect time to reflect on the progress women have achieved in the financial realm over the past century. Despite this, the path to retirement is not without its unique challenges for women, and it’s important to recognize the financial hurdles that they continue to face. From career inter…

1
Grow Your Team With A-Players Using Topgrading With Chris Mursau 42:45

3M ago42:45

42:45

Chris Mursau is the President of Topgrading, a proven system that helps organizations build and maintain high-performing teams through hiring, development, and promotion strategies. Since 2001, Chris has been consulting and teaching organizations and individual managers how to pack their teams with A-Players. Chris has conducted over 2,500 in-depth…

1
Growing Pains of Building a Profitable Agency With Casey Gromer 48:44

3M ago48:44

48:44

Casey Gromer is the Founder and Fractional Integrator at C-Suite Boutique, a firm dedicated to operational leadership and business strategy for female founders. With a focus on enabling CEOs to concentrate more on their passion and purpose, C-Suite Boutique excels in creating and executing business plans that incorporate successful delegation and a…

1
Keeping It Simple With Greg Crabtree 55:39

3M ago55:39

55:39

Greg Crabtree is a Partner at CRI Simple Numbers, a firm dedicated to assisting entrepreneurs in optimizing business performance through proven financial strategies and quarterly tax planning. An accomplished speaker, author, entrepreneur, and financial expert with over 40 years of in-depth experience, Greg pioneered a metric for measuring labor ef…

1
Pioneering a New Approach to Crisis Management With Vanessa Laughlin 45:07

4M ago45:07

45:07

Vanessa Laughlin is the Principal and Founder of Banister Advisors, a firm dedicated to assisting individuals and families through complex health crises, elder care, end-of-life bereavement, and estate settlement challenges. With nearly two decades of experience in strategy development, business process improvement, and change management, Vanessa's…

1
Are Your Good Money Habits Holding You Back? 19:56

4M ago19:56

19:56

This episode might be a bit counterintuitive. We’re going to question the real impact of common financial habits. Are the strategies you consider beneficial actually working in your favor? Here’s some of what we discuss in this episode: Ignoring account statements can be beneficial in avoiding overreactions to market fluctuations, but it's importan…

1
Designing Tailored Marketing Services for Law Firms With Karin Conroy 45:23

4M ago45:23

45:23

Karin Conroy is the Founder and Creative Director at Conroy Creative Counsel, a marketing agency specializing in the legal industry. With a focus on strategic and sophisticated marketing, Karin has established herself as a leader in redefining how law firms approach marketing. Her firm’s signature program, Marketing Co-Counsel™ is rooted in the bel…

1
Behavioral Economics and the Truth About Pricing With Melina Palmer 42:13

4M ago42:13

42:13

Melina Palmer is the Founder and CEO of The Brainy Business, a firm specializing in behavioral economics training and consulting. A globally recognized keynote speaker, educator, and expert in sales conversion, Melina's work centers on helping businesses understand and leverage the principles of behavioral economics to improve customer engagement a…

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Creating a Curated Customer Experience With Samantha Irwin 51:29

4M ago51:29

51:29

Samantha Irwin is a public speaker, small business coach, and consultant. She brings 25 years of leadership experience, having taught middle school for over 12 years. In June 2006, Samantha pivoted from educator to entrepreneur, purchasing a 21-room historic boutique hotel. As a business owner, Samantha developed top-notch marketing skills and enha…

1
Creating Bestsellers: Strategies for Success in Book Publishing and Marketing With Sarah Russo 50:52

5M ago50:52

50:52

Sarah Russo is the Founder of Page One Media, a boutique literary publicity and marketing firm. With over 20 years of experience in the publishing industry, she has demonstrated expertise in a broad spectrum of areas, including communications, traditional marketing, social media marketing, branding, and business development. Her career includes sig…

1
You Only Live Once – Why Not Grow a Business? With Caity Cronkhite 48:55

5M ago48:55

48:55

Caity (Caitlin) Cronkhite is the Founder and CEO of Good Words, a technical writing and documentation consulting firm. Good Words provides strategic, management, and implementation support to companies across different industries, ranging from Fortune 500 companies to small five-person startups. Caity grew up on a farm in Indiana and majored in tec…

1
Enhancing Education Through Community-Centric Research With Monica Martinez 44:22

5M ago44:22

44:22

Monica Martinez is the Co-founder of EduDream, a Latina-founded women-owned research consulting firm dedicated to transforming education by integrating community insights with rigorous research. With over 15 years of experience in applied research, Monica specializes in partnering with foundations, nonprofits, and educational institutions to offer …

1
The Questions You Must Ask Your Financial Advisor 22:34

5M ago22:34

22:34

Have you ever wondered what questions to ask your financial advisor, or why those questions are crucial? In today’s episode, we’re tackling exactly that. We're discussing the vital questions that bring transparency and depth to your financial advisory relationship. Here are some of the questions we talk about in today’s show: “How do you get paid?”…

1
A Year-Round Approach to Strategic Financial Planning With Laura Shiel 48:23

5M ago48:23

48:23

Laura Shiel is the Virtual CFO at Clara CFO Group, a firm that specializes in offering strategic financial guidance and support to small businesses. With a diverse background in accounting and finance, Laura's experience spans various sectors, including public accounting, financial services, and corporate finance in a Fortune 500 company. She holds…

1
Achieving Long-Term Success With a Fully Remote Marketing Team With Tracy Marlowe 49:22

6M ago49:22

49:22

Tracy Marlowe is the CEO of Creative Noggin, a branding, marketing, and communications firm renowned for its expertise in humanizing marketing messages and developing authentic, evocative brands. Under her leadership, Creative Noggin has been recognized with numerous awards and media accolades, a testament to its success and innovation in the indus…

1
Leveraging Social Media for Growth in the Design Industry With Darla Powell 42:53

6M ago42:53

42:53

Darla Powell is the Founder and CEO of Wingnut Social, a digital marketing agency specializing in services for interior design and luxury brands. Her professional background includes work as an interior decorator and as the owner of Darla Powell Interiors, a direct foundation for her transition into marketing. Under her leadership, Wingnut Social h…

1
Easy Wins in Personal Finance (Part 2) 16:11

6M ago16:11

16:11

We’re back to wrap up our discussion on easy personal finance wins. While crafting a comprehensive financial plan is crucial, sometimes making minor adjustments in your portfolio can yield significant benefits. Listen in as we share some more powerful strategies to help get your financial house in order. Here’s some of what we discuss in this episo…

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How To Do More With Less by Being Strategic With Melissa Jacobs 46:38

6M ago46:38

46:38

Melissa Jacobs is the CEO and Lead Strategist at Crow & Pitcher, a company specializing in guiding mid-sized businesses through innovation, growth, and strategic reinvention without expanding their team or marketing budget. With over two decades of expertise in marketing, strategy, and innovation roles, she has a well-documented history of steering…

1
Scaling a Niche Recruiting Firm in the Gaming Industry With Lizzie Mintus 41:57

6M ago41:57

41:57

Lizzie Mintus is the Founder and CEO of Here's Waldo Recruiting, a specialized recruiting firm that concentrates on the video game industry. With a commitment to quality over quantity, Here's Waldo prioritizes transparency, communication, and diversity in its recruitment process. Alongside her role at Here's Waldo, Lizzie serves as an ambassador fo…

1
Easy Wins in Personal Finance (Part 1) 15:46

6M ago15:46

15:46

It’s important to eventually get a comprehensive financial plan for yourself, but sometimes even just a few minor adjustments in your portfolio can make a big difference. Let’s discuss a few easy places to start… Here’s some of what we discuss in this episode: Establishing the right amount of yield cash as a financial safety net Cleaning up some ol…

1
Understanding Different Accounting Roles for Small Businesses 28:08

7M ago28:08

28:08

Hannah Smolinski, a Certified Public Accountant, is the Founder and CEO of Clara CFO Group. Operating on a virtual CFO model, this agency is dedicated to offering small businesses financial clarity along with strategies for profit maximization. Having worked for one of the largest accounting firms in the world, Hannah developed this service to make…

1
Exposing Retirement Planning Complaints 19:29

7M ago19:29

19:29

Welcome back to Widow, Wisdom & Wealth! In this episode, we tackle the common complaints that arise during the financial planning process. Whether you feel like your advisor is taking too much risk, your account isn’t growing the way you’d like, or you don’t understand your financial plan, we'll discuss which concerns are well-founded, which are ba…

1
Building Value-Driven and Sustainable Service-Based Businesses With Jason Swenk 51:31

7M ago51:31

51:31

Jason Swenk is the Founder of Agency Mastery 360, a consultancy designed to help marketing agency owners achieve and sustain accelerated growth. He is the resource he wished he had when he started his agency. Jason hosts two podcasts: The Smart Agency Master Class Podcast, which focuses on strategies and stories from real agency owners, and SwenkTo…

1
Nurturing a Strong Company Culture Across Borders With Steve Kwan 50:18

7M ago50:18

50:18

Steve Kwan is the CEO of OpsWerks, a company that specializes in propelling data center and cloud operation teams to thrive. A Silicon Valley native, Steve's roots are deeply entrenched in the world of technology, from his early studies in electrical engineering to his active involvement across the startup landscape. His rich career path, which inc…

1
Understanding RMDs: A Guide For Retirees & The Soon-to-Retire 15:45

7M ago15:45

15:45

Are you over 55 and pondering retirement? Dive into the world of Required Minimum Distributions (RMDs) with us. RMDs are a way for the government to collect taxes on your tax-deferred savings, such as traditional IRAs and 401(k)s. In this episode, Donna and Marc break down the basics of RMDs and explain how they are calculated based on your age and…

1
Building a Client-Focused and Business-Smart Law Firm With Michelle Bomberger 51:09

7M ago51:09

51:09

Michelle Bomberger is the Founder, CEO, and Managing Attorney at Equinox Business Law Group. As a small business founder and entrepreneur, Michelle understands the emotional and practical aspects of owning and scaling a business, which makes her an effective guide for business leaders in evaluating risk and opportunity in their decision-making. She…

1
Mastering Process Documentation for Business Success With Adi Klevit 43:41

7M ago43:41

43:41

Adi Klevit is the Founder and CEO of Business Success Consulting Group, an organization that provides businesses with the infrastructure, processes, and systems they need to thrive. Adi and her team help companies scale, transfer knowledge, and prepare for succession. Adi has over 25 years of experience as a trained industrial engineer, management …

1
The Art and Process of Niching Down With Natalie Eckdahl 51:52

8M ago51:52

51:52

Natalie Eckdahl is the Founder of Biz Chix, a company dedicated to training, mentoring, and coaching professionals in marketing, consulting, and finance. With over 25 years of business experience complemented by an MBA, Natalie has made it her mission to guide women entrepreneurs in crafting businesses that are profitable, sustainable, and tailored…

1
Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid 20:07

8M ago20:07

20:07

Losing a spouse is an unimaginably tough life event, but the financial implications can add another layer of stress to the grieving process. In this episode, we delve deep into the most common financial issues faced by widows and widowers, from dealing with income gaps to navigating tax changes as a single filer. This is a topic that’s close to Don…

1
Making 10-Hour Work Weeks Possible With Executive Virtual Assistants With Gina Cotner 51:11

8M ago51:11

51:11

Gina Cotner is the CEO and Founder of Athena Executive Services, a company that specializes in pairing high-caliber, part-time virtual executive assistants with busy entrepreneurs, business owners, and executives across the United States. With over 15 years of remote work experience on both national and international teams, Gina has honed her compa…

1
From Fractional CFO to Online Educator With Jamie Trull 49:04

8M ago49:04

49:04

Jamie Trull is a financial literacy coach and profit strategist who focuses on helping business owners understand the financial side of their business so that they can make and keep more money. Jamie began her career at Ernst & Young before spending a decade at Coca-Cola, rising to a leadership role in finance. In 2018, she founded Balance CFO, lev…

1
When It’s Time To Change Financial Advisors (Part 2) 20:03

8M ago20:03

20:03

In this episode, we’re back to discuss the complex and often emotionally charged process of changing financial advisors. We'll share the telltale signs that it's time to consider a switch, the questions to ask your current advisor, and what to look for in a new one. In part one, we focused on making sure that your financial advisor aligns with your…

1
Forging Your Own Path to Success as an Entrepreneur With Madeline Reeves 46:16

8M ago46:16

46:16

Madeline Reeves is the Founder and CEO of Fearless Foundry, a creative consultancy focused on aiding ambitious entrepreneurs in the areas of branding, marketing, and business development. The firm offers a suite of services, from go-to-market strategy and content marketing to design work, aiming to help businesses make a meaningful impact in their …

1
How To Use Podcast Guesting as a Successful Marketing Strategy With Julie Fry 49:41

9M ago49:41

49:41

Julie Fry is the CEO and Founder at Your Expert Guest, a podcast guest booking agency specializing in connecting service providers and impact-driven leaders with top-ranked podcast shows. With a focus on enabling clients to reach their ideal audience without the hassle of social media marketing, she and her team have successfully booked over 1,500 …

1
When It’s Time To Change Financial Advisors (Part 1) 15:00

9M ago15:00

15:00

In this episode, we delve into the complex and often emotionally charged process of changing financial advisors. We'll discuss the telltale signs that it's time to consider a switch, the questions to ask your current advisor, and what to look for in a new one. Join us as we demystify the transition process and equip you with the knowledge you need …

1
Business Banking and Loans in Plain English With Maxx Mogollon 42:33

9M ago42:33

42:33

Maxx Mogollon is the Business Banking Relationship Manager at KeyBank, a financial institution offering a wide array of banking, lending, and investment services to individuals and businesses. In this role, Maxx is instrumental in forging and nurturing business banking relationships with clients, ensuring their diverse needs are met. In addition to…

1
Selling With Authenticity and Respect With Nikki Rausch 45:47

9M ago45:47

45:47

Nikki Rausch is the Founder and CEO of Sales Maven, an organization dedicated to helping businesses refine their sales techniques through authentic marketing. With over 25 years of experience in sales, Nikki has collaborated with esteemed organizations such as The Bill & Melinda Gates Foundation, Hewlett-Packard, and NASA, employing the same strate…

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Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 2) 21:09

9M ago21:09

21:09

Welcome back to part two of our discussion on resolving financial tension between couples. In this episode, we'll explore five more common areas of financial tensions: emergency fund size, charitable contributions, handling inheritances, insurance needs, and financial management style. Stay tuned to learn how advisors like Donna work to resolve con…

1
How To Get Financial Clarity, Make Better Hiring Decisions, and Grow Your Business 26:17

9M ago26:17

26:17

Hannah Smolinski, a Certified Public Accountant, is the Founder and CEO of Clara CFO Group. This agency, operating on a virtual CFO model, is dedicated to offering small businesses financial clarity along with strategies for profit maximization. Hannah's experience in one of the world's largest accounting firms led her to create this service. She w…

1
Leading With Curiosity and Culture With Amalia Martino 48:46

10M ago48:46

48:46

Amalia Martino is the Founder and President at The Vida Agency, an award-winning full-service multicultural communications company dedicated to bridging the gaps between industries and communities. With over 20 years of experience in communications and public relations, Amalia leverages her profound understanding of diverse audiences to disrupt tra…

1
From Law Practice to Prison and Back Again With Jeff Grant 56:00

10M ago56:00

56:00

Jeff Grant is the Founder of Grant Law, a unique firm committed to providing private general counsel services for individuals and families dealing with white-collar prosecutions and regulatory proceedings. Following a personal journey that included overcoming addiction and serving federal prison time for a white-collar crime, Jeff emerged with a re…

1
Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 1) 16:40

10M ago16:40

16:40

Money can't buy love, but it can certainly start some spicy debates between you and your better half. In this episode, we're digging into the financial face-offs that make Monopoly fights look like child's play and exploring some money minefields that can test even the most solid relationships. Listen in as we explore how to resolve some of the mos…

1
Creating ROI Through LinkedIn With Louise Brogan 51:45

10M ago51:45

51:45

Louise Brogan is the CEO at Louise Brogan Ltd, a boutique LinkedIn marketing agency that caters to professional services clients across the UK, Europe, and North America. With over a decade of experience, she specializes in supporting small businesses to leverage social media effectively. Her work has gained recognition, including the title of Smal…

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ポッドキャスト Financial Clarity

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