Zen Money Monday

01:01 – Introducing today’s guest, Tracey Bissett 02:37 – Tracey’s entrepreneurial journey 05:45 – Tracey speaks to the shift she’s seen in the financial industry over the years 07:35 – The pros and cons of automated financial interactions 08:37 – Tracey’s perspective on funding start-ups via credit cards versus loan credit 11:59 – The biggest misstep entrepreneurs make when first starting their businesses 13:03 – The importance preparation in advance of asking for a loan 15:10 – What a polished and prepared loan presentation looks like 17:51 – Advice Tracey would give for those struggling with their credit 21:24 – The importance of communication 22:25 – Understanding all of your options for credit 28:13 – How Tracey got into teaching financial services 30:35 – Why financial fitness is akin to physical fitness 31:30 – Tracey shares the most difficult aspect of starting her own small business 33:10 – Moving into the virtual space 35:45 – What Tracey likes best about working for herself 36:14 – Strategies Trace

00:59 – Introducing today’s guest, Michael Roderick 01:47 – Michael’s unique background 02:37 – The transition from English teacher to Broadway producer 05:20 – Asking people for money 08:38 – The negative influence of money 11:08 – Addressing the risks of investing in Broadway shows 14:45 – Different motivations for investing in Broadway shows 21:39 – Networking the right way 23:09 – Treating investors as people 28:06 – The importance of reflection 28:40 – Michael’s current business ventures 31:14 – The three factors of a referable brand 34:24 – The genesis of Michael’s entrepreneurial journey 39:43 – Challenges of building a business 41:00 – The most dangerous number 42:09 – Liz reiterates the importance of reflection and being adaptable 43:04 – The diving board metaphor 44:30 – Cultivating key relationships 48:43 – Michael shares the most difficult aspect of building his business 52:16 – Michael elaborates on his daily email 53:41 – Michael’s perspective on referral fees 1:00:45 – What Zen Money means to M

00:58 – Introducing today’s guests, Cristina Livadary and Stephanie Bucko 02:37 – Cristina’s money story 06:04 – Stephanie’s money story 11:05 – Cristina and Stephanie share their thoughts on the current financial services industry 13:35 – The value Cristina and Stephanie place on educating their clients 17:08 – Wealth management 20:35 – The shift from big business to small business 25:05 – The importance of having fun 30:26 – Cristina and Stephanie speak to the three phases on onboarding clients 35:40 – What Zen Money means to Cristina and Stephanie 37:23 – Where listeners can connect with Cristina and Stephanie Sound Bites: “The ‘Aha Moment’ came to me when a dear friend lost her mom and came to me and said, ‘I know you work with so many financial advisors in Southern California. Who do you recommend you would trust with your parents’ money?’ And, unfortunately I drew a blank.” (04:44) “About five years ago I started managing money for people, and that’s when I really fell in love with the industry because

01:10 – Introducing today’s guest, Kristen Zavo 01:54 – Kristen shares her corporate background and roles 04:21 – Kristen’s realizations in her corporate job 09:53 – Kristen’s academic journey 11:40 – The transition to entrepreneurship 14:10 – Ups and downs of coaching entrepreneurs & executives 17:42 – Kristen’s experiences and challenges in running her own business 19:54 – Importance of time and self-management & how it affects driven people 22:51 – The realities of business building 24:47 – The significance of taking care and paying attention to yourself and your body 26:07 – Setting boundaries as an entrepreneur 27:10 – Kristen explains how making plans after work makes people productive 30:29 – What Zen Money means to Kristen 31:55 – The link between money and career happiness Sound Bites: “If we don’t listen to that inner voice our bodies are going to revolt until we do” (08:53) “Reflection is great and it’s so important. I don’t want people to take action for action’s sake like I did when I got

00:54 – Introducing today’s guest, Giovanni Marsico 02:06 – Giovanni’s business background 03:32 – Giovanni’s views on money 04:52 – Finding balance between making money and serving others 06:19 – Giovanni speaks to the pressure he felt as a young man 08:22 – How Giovanni views work 08:57 – Community building 12:13 – Giovanni shares secrets about his Archangel events 14:03 – How Giovanni has differentiated his business 16:32 – Lessons learned from developing the Archangel community 17:58 – Giovanni’s early financial decision-making 19:27 – Learning from past mistakes 21:02 – Strategic advice Giovanni gives entrepreneurs 23:47 – How Giovanni continues to integrate fresh ideas into his business 25:13 – Giovanni speaks to managing his team 26:56 – The importance of transparency 29:42 – What Zen Money means to Giovanni 31:02 – Giovanni leaves the audience with one key takeaway 31:40 – Where listeners can connect with Giovanni Sound Bites: “I slowly discovered that dreaming is a superpower of mine. That when I hav

00:56 – Introducing today’s guest, Megan Jo Wilson 02:21 – Megan’s unique background 05:46 – Why marketing is so tricky 07:14 – Leadership development defined 08:30 – How Megan approaches performing 12:06 – Megan’s Rockstar Camp for Women 14:07 – The intense personal growth path of entrepreneurship 16:50 – The money conversation 18:14 – Megan’s belief that entrepreneurship can be learned 19:48 – The power of feminine energy 22:36 – The most difficult part of navigating money 25:37 – What Zen Money means to Megan 27:24 – Where listeners can connect with Megan Sound Bites: “My brother introduced me to coaching and I fell in love immediately. Because, it was like all the big juicy questions that I had been thinking about my whole life I now got to sit down on purpose with someone and ask things like ‘What do you want? Who are you being? What’s important to you?’” (03:44) “It’s [Rockstar Camp] a leadership development program that’s unraveling the shame that we have around being seen and heard. It’s unraveling th

00:49 – Introducing today’s guest, Kelli Reese 02:43 – How Kelli got involved in the food movement 06:55 – The biggest lesson Kelli learned from working in the restaurant business 09:05 – The next stage of Kelli’s entrepreneurial journey 13:25 – Kelli’s experience acting as the manager of a company she didn’t own 15:24 – Stepping into the CEO-level role 18:24 – Running an eight-figure business 22:26 – The biggest challenges Kelli faced in her role running a $34 million company 25:04 – The decision to pursue a career that aligned with Kelli’s spiritual path 27:24 – Kelli recalls her time working at a Wall Street investment firm 29:23 – Why Kelli chose to leave her “dream job” 30:30 – How Kelli has applied business lessons learned to her role in coaching 33:25 – Kelli’s incredible network of entrepreneurs 41:52 – What Zen Money means to Kelli 43:29 – Where listeners can connect with Kelli Sound Bites: • “I brought my resume on my honeymoon because all good women do that.” (12:05) • “Growth is fun. When you’re g

00:48 – Introducing today’s guest, Eileen Reed 01:50 – Eileen’s business background 02:42 – An affinity for sales 03:40 – The biggest hurdle Eileen has encountered when starting as an entrepreneur 05:26 – Eileen’s current business, Simplify with Eileen 07:22 – The eclectic mix of clients Eileen encounters 12:58 – Advice Eileen would give to those trying to remove clutter from their lives 14:52 – The habits that Eileen has noticed among her clients 19:40 – The value of donating and recycling 21:07 – The challenges of moving from corporate life to entrepreneurial life 23:04 – What Zen Money means to Eileen 25:16 – Eileen speaks to the benefits of the entrepreneurial lifestyle 28:54 – Where listeners can connect with Eileen 29:18 – Eileen’s upcoming event, Simplify Business Sound Bites: • “I always looked at it [sales] as an opportunity to connect with people and to try and solve problems.” (03:10) • “What I’ve learned over the ten years I’ve been in business is that it’s not about organizing, really. It’s reall

00:56 – Introducing today’s guest, Amber Lilyestrom 01:56 – Amber’s background and roots 03:04 – How Amber first got involved in entrepreneurship 07:58 – Working in the university system 11:27 – The call to help people 13:08 – How a near-death experience led Amber to start her current business 14:21 – The goal of Amber’s entrepreneurial journey 16:25 – Amber speaks to hurdles of working with her husband, Ben 19:15 – The most important lessons Amber has learned while coaching women in business 23:11 – The importance of knowing your worth 25:56 – Amber shares some of the benefits of running her own business 30:13 – How Amber maintains a high level of fulfillment in her career and life 33:50 – What Zen Money means to Amber 36:25 – Amber shares her upcoming event, Accelerate Live Sound Bites: • “I always had that idea of creativity and business and I liked doing it. It [entrepreneurship] was really fun and it was very simple for me.” (04:56) • “I love to help people and see them and then tease out the uniqueness

01:04 – Introducing today’s guest, Matthew Patti 01:40 – Matthew’s background in the medical profession 03:36 – How Matthew became a disruptor 04:43 – Matthew’s career evolution 08:56 – The shift to building a company 10:55 – The most important lessons Matthew has learned through entrepreneurship 12:44 – Matthew uses the Traffic Light System to describe the ‘ticky-tacky’ of everyday business 15:20 – Matthew’s decision-making during his hiring process 20:16 – The most common issue Matthew encounters among business owners 22:08 – The importance of having vision 22:21 – The Tennis Ball Exercise 27:05 – Stepping back from your business, taking inventory and entering a creative zone 28:28 – What Zen Money means to Matthew 30:25 – Takeaways Matthew wants the audience to know 31:48 – Matthew provides listeners with a special gift Sound Bites: • “I have never really seen myself as employable. I have tried a couple of times and have done a reasonable job at it, but not a great job. Because, I think with entrepreneurs

01:05 – Introducing today’s guest, Linda Ugelow 01:37 – Linda speaks to the work she does in performance and empowerment 03:05 – Linda’s background in the performing arts 05:54 – For the love of dance 07:43 – Linda’s career evolution 09:55 – Why Linda considers herself a second-tier early adopter 11:58 – Linda reflects on the genesis of her fears 14:52 – The variety of ways Linda works with clients 15:30 – Working with clients in-person vs. online 16:54 – The most common client issues Linda encounters 19:28 – How Linda works with creative outside-the-box entrepreneurs 21:18 – Linda’s perspective on business building 22:58 – How Linda defines success 24:15 – What Zen Money means to Linda 25:11 – Linda talks about her upcoming book 25:57 – Takeaways Linda wants the audience to know 28:01 – Linda announces a free guided confidence meditation for listeners Sound Bites: • “I want people to get to a place where they’re not being held back by fear. Not because they’re pushing through it, but because there isn’t anyt

00:54 – Introducing today’s guest, Khierstyn Ross 01:26 – Khierstyn’s background in launching products to market 03:17 – How Khierstyn got into entrepreneurship early on 06:58 – Khierstyn’s foray into the product-based world 11:05 – The misconception of bringing product to market 11:51 – Khierstyn reflects on a recent interview from her podcast 15:18 – How Khierstyn works with her clients 17:07 – The shift from an agency model to a training model 21:55 – Leveraging group coaching & educational services 24:31 – Potential drawbacks of the consulting model 28:01 – Managing unrealistic client expectations 31:06 – Issues Khierstyn has encountered running her business 32:54 – What Zen Money™ means to Khierstyn 34:20 – Takeaways Khierstyn wants listeners to know 35:03 – Where listeners can find Khierstyn Sound Bites: • “Helping someone take a product from zero to Kickstarter is very, very similar to launching a painting company; you need to have a certain financial goal you’re going after. You need to have a cer

00:52 – Introducing today’s guest, Dr. Angela Lauria 02:07 – Angela’s mission: focusing on business growth 03:01 – Angela talks about working at a tech company prior to starting her business 04:57 – The catalyst to start her own business 08:48 – Early struggles of starting a business 09:44 – The transition to entrepreneurship 15:28 – The difficulties of replacing salary in a business 18:15 – Angela’s personal trainer story 20:50 – Angela’s endgame for her business 22:59 – How Angela mastered the art of planning 23:59 – Angela talks about scaling her business 33:13 – Letting go and transitioning out of the business 37:32 – The importance of delegating as a business owner 41:35 – The White Tape Story 43:42 – Design Thinking 44:39 – What Zen Money means to Angela 49:27 – Angela talks about the importance of having vision 53:53 – Takeaways Angela wants the audience to know 59:17 – Mother Theresa’s money mindset Sound Bites: • “I remember saying, ‘It’s irresponsible for me to leave a good paying corporate job, as

00:58 – Introducing today’s guest, Sumi Krishnan 01:32 – Sumi shares the multiple transitions she has gone through over the past year 03:17 – The genesis of Sumi’s first multi-million-dollar business 07:35 – Having a mentality that anything is possible 10:38 – Sumi talks about continually refining her approach 13:08 – The desire to become a singer/songwriter and performer 17:06 – The importance of being passionate about what you do 22:17 – Sumi’s Love Revolution 26:52 – Where listeners can connect with Sumi Sound Bites: “For me, what I’ve noticed is that really the only thing that’s determined whether or not I was able to succeed is how much I actually believed in it and how much I actually wanted it.” (04:13) “What’s always been in me, sort of through my blood, in my DNA, in my bones, was this desire to sing…to really be a songwriter and performer.” (13:51) “Hard work is necessary, but it won’t feel hard when it’s in alignment.” (19:32) “We’re so in our heads about how are we going to personally be successfu

00:59 – Introducing today’s guests, Rachel & Kyle Wright 01:49 – Rachel and Kyle explain the genesis of their business 04:01 – Early feedback from Rachel and Kyle’s business decisions 06:06 – How Rachel and Kyle navigate their unique niche 07:59 – Rachel breaks down how the Wright Wellness Center works 10:20 – Rachel and Kyle discuss their differing views on becoming entrepreneurs 13:23 – The biggest hurdle to building a business with your significant other 15:45 – How Rachel and Kyle handle finances within their business 19:38 – Kyle discusses the idea of up-leveling 21:44 – How Rachel and Kyle make business decisions together 25:25 – Compartmentalizing business and personal lives 26:49 – Rachel and Kyle speak to what they have done well as business owners 29:39 – Rachel opens up about her struggles with anxiety 30:32 – The biggest surprises Rachel and Kyle discovered from working with each other 34:27 – How Rachel and Kyle divvy their workload 36:26 – What Zen Money means to Rachel and Kyle 37:42 – One

00:55 – Introducing today’s guest, Bev Davidek 02:12 – Bev identifies the most common issues clients approach her about 03:49 – The importance of setting up the proper legal entity 05:26 – Bev breaks down the differences between a sole proprietor and an incorporated state 07:31 – Bev’s rule of thumb for entrepreneurs looking to file as an S Corporation 09:30 – Legal benefits of establishing an entity type business 10:32 – The basics and benefits of a contract 16:47 – Building a relationship with the right attorney 21:22 – Bev talks about her LIFT Program 24:31 – One takeaway Bev wants the audience to know 25:56 – The most valuable business lesson Bev learned 27:57 – How Bev’s legal experience aided Bev’s business acumen 30:13 – What Zen Money means to Bev 31:11 – Where listeners can connect with Bev Tweetables: • “Most people come to me, unfortunately, after they already have created a bit of a mess. And so, it’s kind of a triage situation.” (02:31) • “Sometimes a handshake deal is not always super clear what

00:54 – Introducing today’s guest, Leah Carver 01:57 – Leah explains her role as a health coach 02:28 – Why many entrepreneurs disregard their health as an asset 03:16 – The biggest issue Leah encounters with entrepreneurs 05:35 – Building a lifestyle that supports you 07:07 – Leah speaks to the stress women entrepreneurs are under 08:07 – The importance of being honest with yourself 09:43 – Liz opens up about her own experiences with health concerns 11:02 – Small practices we all can follow to reduce stress 13:27 – Leah gives advice on first steps to improve health 14:49 – How Leah’s work is different from self-care 17:28 – The importance of stability 19:35 – What Zen Money means to Leah 19:57 – One takeaway Leah wants the audience to know 21:49 – Liz and Leah speak about spirituality 22:59 – Where listeners can find Leah Tweetables: • “I think that we’re trained, for a long time, that the external or the demands that are being put on us are more important than what we’re feeling inside.” (02:55) • “One of m

00:50 – Introducing today’s guest, Brian Bogaert 01:45 – Brian talks about how he became a wealth coach 04:37 – A great, early foundation in money 06:13 – The biggest issue facing entrepreneurs, according to Brian 11:38 – The importance of seeing the big picture 13:54 – Brian’s work as a wealth coach 14:51 – Making a difference in the world 17:43 – The value of setting up your money to work for you 20:20 – Brian’s favorite ways to invest 21:23 – What Zen Money means to Brian 23:04 – Key takeaways Brian wants the audience to know 25:13 – Where listeners can find Brian Tweetables: • “The more money you create for yourself, the more freedom you can have in your life. And, for me, freedom is really what I’m after.” (05:21) • “By building wealth in your business and for yourself, you actually launch yourself into a different stratosphere for the kind of difference you can make in the world.” (16:02) • “Here’s the beautiful part about money. It works 24 hours a day, 7 days a week. It never takes a sick day. It neve

01:14 – Introducing today’s guest, Tamara Arnold 02:13 – Tamara talks about her entrepreneurial journey 07:32 – Tamara’s relationship with money 09:33 – The rapid growth of Tamara’s business 12:10 – Clarifying your message as a new entrepreneur 13:53 – How Tamara approached her business as a first-time CEO 16:32 – The challenges of first-time entrepreneurship 21:20 – Tamara’s desire to make a difference in the world 22:59 – How Tamara has updated her approach to her business 25:52 – The misconception around the term ‘investment’ 27:11 – The importance of staying on top of every aspect of your business 28:50 – The best part of being a business owner in 2019 29:58 – What Zen Money means to Tamara 31:01 – Advice Tamara would share with her younger self of given the chance 33:11 – Where listeners can find Tamara Tweetables: • “Clarity comes with movement.” (04:10) • “I didn’t know how to live into the abundance of having money.” (10:13) • “I want to be able to impact more people every single day than I did the da

02:02 – Pam’s business background 03:54 – The unique role of CFO, Chief Financial Officer 06:53 – Navigating the politics of business 10:25 – Building a story as a business owner 11:55 – Common mistakes business owners make 13:29 – Tools available to help entrepreneurs 15:00 – The importance of paying yourself first 16:31 – Entrepreneurial breakpoints that Pam has witnessed 19:23 – The mental and physical toll of entrepreneurship 21:45 – The importance of trusting those handling your finances 25:53 – Hallway Pam 27:08 – How Pam handles clients who aren’t willing to engage in financial conversations 30:53 – Growing Broke 33:35 – Fears entrepreneurs have about bringing in a CFO or financial coach 38:19 – What Zen Money means to Pam 40:10 – Pam leaves the audience with one key takeaway from this episode 43:39 – Where listeners can find Pam Tweetables: • “I always loved being the number two. In fact, I thrived on it.” (04:31) • “Politics is getting people to do what they need to do despite themselves, in my humbl