Podcast Savvy Women Wealth Management terbaik (2024)

1
Ep #20 Tools & Techniques for Real-Time Expense Management 23:57

5d ago23:57

23:57

Controlling operating expenses is crucial for maintaining financial health in business. Hosts Keshelle, Dr. Sharmane, and Sheree discuss the common pitfalls of expense tracking, especially among women business owners, and emphasize the importance of viewing expenses as essential to operations. They provide insights on categorizing expenses, the sig…

1
2nd Marriage, Estate Planning, Taxes, Insurance 13:26

13d ago13:26

13:26

In this episode, we dive into the unique financial complexities that come with second marriages. We cover essential topics like estate and tax planning, handling debts, wills, and healthcare directives. How should couples manage finances—combine assets or keep accounts separate? What about family heirlooms and reviewing beneficiaries? We also explo…

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Navigating Wealth Transfer & Inheritance 10:00

18d ago10:00

10:00

In this video, Catherine and Rachel navigate the importance of planning for inheritance and wealth transfers for women. Join them to empower yourself with the knowledge you need to navigate these important decisions confidently. If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the…

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Men vs Women, Investing 10:05

27d ago10:05

10:05

In this episode, we explore the fascinating differences between how men and women approach investing. In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Savvy Women Wealth Management is an SEC Registered Investment Advisor The opinions expressed in this program are for general…

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Ep # 19 Profits over Perception 23:45

1M ago23:45

23:45

In this dynamic episode, Keshelle, Sharmane, and Sheree dive into a game-changing topic: *Profits over Perception* in business. They uncover the pitfalls entrepreneurs face in their pursuit of a 30% profit margin, often sidelined by the pressure to perfect branding and aesthetics. With real talk on the importance of understanding your profit margin…

1
Interview with Michele Amoranto, Co-Owner of Bio-One 24:26

2M ago24:26

24:26

Episode: "Interview with Michele Amoranto, Co-Owner of Bio-One" Welcome to Season 1 Episode 28 of The Savvy Up Podcast. In this episode, Michele Amoranto, Rachel Ivanovich, and I dive into Bio-One, a leading force in crime scene cleanup and biohazard decontamination services for the community. So if you want to learn about Michele's entrepreneurial…

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EP # 18 Mastering Your Pricing Mindset 32:09

2M ago32:09

32:09

In this powerful episode of The Boardroom Podcast, Keshelle, Dr. Sharmane, and Sheree dive deep into the emotional and mindset challenges surrounding pricing in business. They unpack common struggles like math anxiety, the fear of raising prices, and the worry of upsetting clients, all while emphasizing the importance of shifting your mindset to em…

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Avoid This Common Retirement Mistake: Failing To Plan For Long-term Care 11:59

2M ago11:59

11:59

In this episode of the Savvy Up! podcast, we explore the importance of incorporating long-term care into your retirement planning, the different types of care, the risk factors that might affect your need for it, and factors to consider when planning for long-term care. Tune in to learn how to prepare financially and ensure a well-planned future. h…

1
Assessing Finances In Second Marriages: Budgeting, Bill Pay, And Goal Setting 10:28

2M ago10:28

10:28

In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to build a strong foundation for a happy and successful second marriage by evaluating assets and liabilities, and exploring budgeting, bill payment, and goal setting. http://savvyup.com | (760) 692-5700 Sa…

1
Navigating the Money Talk In Your Second Marriage 9:53

2M ago9:53

9:53

In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to lay the groundwork for a happy and successful second marriage by having open and honest money conversations from the beginning. We’ll cover key aspects of the money talk, including financial goals, expe…

1
The Hidden Costs of Not Seeking Professional Financial Advice 10:34

2M ago10:34

10:34

In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn why consulting financial planners and advisors is crucial for major life events, creating a personalized plan, avoiding common mistakes, and establishing accountability. http://savvyup.com | (760) 692-5700 Sav…

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Interview With Valerie Lynn and Andria Taylor, from The Mentors Collective 26:31

3M ago26:31

26:31

Welcome to Season 1 Episode 23 of The Savvy Up Podcast. In this episode, Valerie Lynn and Andria Taylor, Rachel Ivanovich and I discuss the Mentors Collective, igniting the power of women through mentorship and community. So, if you want to learn about the importance of creating a community for women, why mentorship matters, and the power of a netw…

1
Financial Pitfall: Career Interrupted Due to Caregiving 11:33

3M ago11:33

11:33

In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn about mistakes to avoid in retirement planning, how to make better financial decisions, and get the most from your money. Savvy Women Wealth Management is an SEC Registered Investment Advisor The opinions expr…

1
Ignoring Spousal Benefits 9:38

3M ago9:38

9:38

In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn about spousal benefits you might be ignoring, how to make better financial decisions, and get the most from your money. http://savvyup.com | (760) 692-5700 Savvy Women Wealth Management is an SEC Registered In…

1
Wage Gap 10:04

4M ago10:04

10:04

In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions and get the most from your money. http://savvyup.com | (760) 692-5700 Savvy Women Wealth Management is an SEC Registered Investment Advisor. The opinions expressed in thi…

1
Interview with Sharla Fagan, Owner of A Green Salon with a Holistic Approach to Beauty and Balance 26:23

4M ago26:23

26:23

Episode: "Interview with Sharla Fagan, Owner of A Green Salon with a Holistic Approach to Beauty and Balance" Welcome to Season 1 Episode 18 of The Savvy Up Podcast. In this episode, Sharla Fagan and I discuss what Shear Karma is all about — a Green Salon offering a holistic experience that focuses on self-care and rejuvenation. So, if you want to …

1
The Financial Perils of Divorce 12:11

4M ago12:11

12:11

In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions and get the most from your money. http://savvyup.com | (760) 692-5700 Savvy Women Wealth Management is an SEC Registered Investment Advisor. The opinions expressed in thi…

1
Ep # 17 Unlocking Your GREATness 41:40

4M ago41:40

41:40

Join hosts Keshelle, Dr. Sharmane, and Sheree on The Boardroom Podcast for a transformative discussion on embracing and unlocking your greatness. They share personal stories and insights on the power of recognizing your unique gifts, building resilience, and the importance of mentors in personal and professional growth. This episode emphasizes the …

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Interview with Kim Folsom Serial Entrepreneur 24:51

4M ago24:51

24:51

Welcome to Season 1 Episode 16 of The Savvy Up Podcast. In this episode, Kim Folsom and I discuss her story to becoming a successful serial entrepreneur. She is Founder and CEO of Founders First Capital Partners Inc. and Founders First CDC. Kim Folsom founded her seventh company to help entrepreneurs grow their business with the use of curriculums,…

1
Unseen Financial Risks: Losing a Spouse 9:44

5M ago9:44

9:44

In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions and get the most from your money. http://savvyup.com | (760) 692-5700 Savvy Women Wealth Management is an SEC Registered Investment Advisor The opinions expressed in this…

1
Ep# 16 From Challenges to Global Wealth: Keshelle Davis' Inspirational Journey 59:42

5M ago59:42

59:42

This episode of the Boardroom podcast features an interview with Keshelle Davis, the CEO of The Training authority in the Bahamas. Keshelle quickly admits that her journey involved overcoming challenges, creating global wealth, and incorporating strategies for expansion. She attributes her success to networking, visibility, and investing in learnin…

1
Dr. Saphire and Dr. Kirchweger, The Not So Obvious Difference Between Men & Women 29:14

5M ago29:14

29:14

Welcome to Season 1 Episode 15 of The Savvy Women Show. In this episode, Erica Ollmann Saphire, P.h.D., MBA & Gina Kirchweger, Ph.D., Rachel and I discuss the immune system and the not so obvious difference between women and men. So if you want to hear the stories of 2 incredibly successful women in science, how The La Jolla Institute for Immunolog…

1
Crystal Clear Mindset 29:36

5M ago29:36

29:36

Welcome to this episode of the Savvy Women Show In this episode, Crystal Lynn Privett, Rachel Ivanovich and I discuss releasing stress, anxiety and overwhelm. So if you want to achieve clarity ,calmness, and improve communication so you can foster healthy relationships and supreme success, tune in now! In this episode, you'll discover: “Crystal Cle…

1
Money Mistake: Ignoring Workplace Retirement Plans 9:43

6M ago9:43

9:43

In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions and get the most from your money. http://savvyup.com | (760) 692-5700 Savvy Women Wealth Management is an SEC Registered Investment Advisor The opinions expressed in this…

1
Develop Financial Confidence 10:36

6M ago10:36

10:36

In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions and get the most from your money. savvyup.com | (760) 692-5700 Savvy Women Wealth Management is an SEC Registered Investment Advisor The opinions expressed in this progra…

1
EP #15 From Fear to Finance: Women Leading the way in Business 43:52

6M ago43:52

43:52

Join us in today's podcast as we explore financial literacy for women in business. We'll discuss overcoming fears and negative mindsets about money and emphasize understanding crucial financial metrics like profit margins and operating expenses. Our conversation includes insights from Erin Hagg’s "Pricing Overhaul" https://www.instagram.com/pricing…

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EP #14 Declutter to Succeed: Spring Cleaning for Life and Business 44:26

7M ago44:26

44:26

Join us in this episode as we delve into the transformative power of spring cleaning. Discover how decluttering your physical and digital spaces can lead to increased productivity and a positive mindset. See how https://www.instagram.com/organizedbyjend?utm_source=ig_web_button_share_sheet&igsh=ZDNlZDc0MzIxNw== helped Keshelle organize her workspac…

1
Are You Saving Enough? 11:54

7M ago11:54

11:54

In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions and get the most from your money. savvyup.com | (760) 692-5700 Savvy Women Wealth Management is an SEC Registered Investment Advisor The opinions expressed in this progra…

1
EP #13 Breaking the Visibility Barrier Pt 2 31:53

7M ago31:53

31:53

In this episode, we tackle the importance of visibility in business, highlighting obstacles and effective strategies. We stress aligning visibility with sales goals and leading launches for increased presence. Mastering marketing is key for broader reach and impact. So, in this episode we encourage you to assess your progress and leverage networks.…

1
Risks of Financial Dependency 8:35

8M ago8:35

8:35

In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions and get the most from your money. savvyup.com | (760) 692-5700 Savvy Women Wealth Management is an SEC Registered Investment Advisor The opinions expressed in this progra…

1
EP # 12 Rising Together: International Women's Day and the Spirit of Sisterhood 43:09

8M ago43:09

43:09

Join Sheree, Keshelle, and Sharmane in this special International Women’s Day edition of the Boardroom podcast as they reflect on the impactful Fem Feast event, a beacon of women uplifting each other. In this episode they dive into the power of unity and encouragement among women, highlighting the significance of each individual's unique gifts and …

1
Longevity Risk 9:10

8M ago9:10

9:10

In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions and get the most from your money. http://savvyup.com | (760) 692-5700 Savvy Women Wealth Management is an SEC Registered Investment Advisor The opinions expressed in this…

1
Money Priorities 10:16

8M ago10:16

10:16

In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions and get the most from your money. savvyup.com | (760) 692-5700 Savvy Women Wealth Management is an SEC Registered Investment Advisor The opinions expressed in this progra…

1
EP #11 Breaking the Visibility Barrier: Empowering Women in Business 34:45

8M ago34:45

34:45

This episode delves into the crucial topic of visibility for women in business. Sheree, Keshelle and Sharmane passionately discuss the fear that often holds women back from being visible and the profound impact it can have on their success. They also explore the societal and cultural factors, such as expectations and religious teachings, that contr…

1
EP #10 From Goal Setting to Mastery 26:32

9M ago26:32

26:32

From Goal-Setting to Business Mastery In this riveting episode of The Boardroom podcast, you will get to unlock the secrets to transforming your entrepreneurial journey from mere goal-setting to becoming a business master. Join your dynamic hosts, Keshelle Davis, Sheree Flowers, and Sharmane Miller, as they dive deep into the essence of vision, vis…

1
Retiring By Design 8:40

9M ago8:40

8:40

In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions and get the most from your money. savvyup.com | (760) 692-5700 Savvy Women Wealth Management is an SEC Registered Investment Advisor The opinions expressed in this progra…

1
New Year Finance Review 9:39

9M ago9:39

9:39

In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions and get the most from your money. savvyup.com | (760) 692-5700 Savvy Women Wealth Management is an SEC Registered Investment Advisor The opinions expressed in this progra…

1
Powerful Words For 2024 11:00

10M ago11:00

11:00

In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions and get the most from your money. savvyup.com | (760) 692-5700 Savvy Women Wealth Management is an SEC Registered Investment Advisor The opinions expressed in this progra…

1
Planning for The New Year & Setting Goals 22:52

10M ago22:52

22:52

Welcome to Savvy Up, your guide to financial wisdom and life strategies. Segment 1: Year-End Reflection · Review last year's goals: · Celebrate successes and learn from challenges. Segment 2: Preparing for Next Year · College funding strategies. · Prioritize big projects efficiently. Segment 3: Managing Emergencies · Building an emergency fund. · C…

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EP #9 WORD OF THE YEAR WISDOM: A Season of Transformation 30:43

10M ago30:43

30:43

In the latest season of our Boardroom podcast, join hosts Keshelle Davis, Sheree Flowers, and Dr. Sharmane Miller as they delve into the intriguing reality of how their one-word focus materialized this year. Each host shares their personal journey, with Dr. Sharm embracing goals and personal growth, Keshelle focusing on luxury and intentional purch…

1
Year End Financial Strategies 8:25

11M ago8:25

8:25

Welcome to Savvy Up, your go-to for simplified financial insights. In today's episode, we're covering key year-end strategies for a financially sound future. Let's dive in! Segment 1: Gifting for the Holidays – Smart Down Payments As the holidays approach, clients consider unique gifts like down payments. We explore tax implications, and the import…

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3 Big Retirement Planning Questions | Proactive Wealth Process 14:22

11M ago14:22

14:22

Welcome To The Proactive Wealth Process. In this episode, Rachel Ivanovich, EA, MBA and Catherine Magaña, CFP® discuss 3 big questions. So if you want to know how much to save, what to invest in, and when to start investing so you can avoid running out of money in retirement, tune in now! In this episode, you'll discover: “3 Big Retirement Planning…

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WIN, Women's Inclusion Network, Personal Finance Q&A 13:03

12M ago13:03

13:03

We were honored to be invited to speak at the Women’s Inclusion Network recently. It was a wonderful experience and we particularly enjoyed answering questions at the end of the presentation. In this episode we are going to share some of the questions and answers that came up at that event. How to create a budget? What should I be doing at age 27, …

1
EP# 8 Igniting Your Firepower 33:10

1+ y ago33:10

33:10

Join these dynamic hosts in an enlightening episode where they dive deep into the captivating concept of "Firepower,” the true essence of achieving remarkable results. Prepare to uncover invaluable insights as our hosts explore the significance of recognizing and harnessing personal strengths. But it doesn't stop there! Discover the secrets to gain…

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EP #7 Activating an Ambitious Vision 27:16

1+ y ago27:16

27:16

In this empowering episode, Keshelle, Sharmane, and Sheree share invaluable insights on achieving business success as a woman. They emphasize the significance of setting ambitious goals and pushing beyond comfort zones, encouraging women to embrace setbacks and extract valuable lessons from them. The episode further unveils a practical framework fo…

1
EP# 6 The Vision Void: The High Cost Of No Vision In Business 22:04

1+ y ago22:04

22:04

In this episode, Keshelle, Sharmane, and Sheree tackle the crucial topic of having a clear vision for business success. They delve into the potential consequences of blurred vision and explore the detrimental effects it can have on motivation and direction within a business. To overcome these challenges, practical strategies for goal achievement ar…

1
EP # 5 Rounding Up: Nurturing Connections & Unleashing Business Growth 23:47

1+ y ago23:47

23:47

In this captivating episode, join hosts Keshelle, Sharmane, and Sheree as they delve into the indispensable role of community and networking in the realm of business, unraveling the secrets to achieving profound growth and success. Drawing from their extensive experience and expertise, the hosts illuminate the significance of building meaningful re…

1
EP# 4 How to Leverage Your Strengths 31:27

1+ y ago31:27

31:27

In this episode "How to leverage your strengths & not your weaknesses (Fire Power)" we discuss the importance of recognizing and leveraging one's strengths as an entrepreneur in order to be successful. It also highlights the importance of staying in one's zone of genius. All of these are important steps to build a successful business.…

1
Ep #3 Stop Holding Yourself Back 21:39

1+ y ago21:39

21:39

In this episode Keshelle, Sharmane and Sheree provide insight and advice on how to achieve personal growth by engaging in self-reflection, challenging oneself, and silencing the inner critic. It suggests ways to gain clarity and stay in your zone of genius. This episode encourages self-love, compassion, and acceptance, as well as building a strong …

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EP #2 - Stop Feeling "Left Behind" (Don't you Dare: The Evil "C" Entrepreneurs don't see) 30:07

1+ y ago30:07

30:07

In this episode "....The Evil 'C'" the Ladies encourages women to focus on their own goals and strengths, instead of comparing themselves to others. They also provide key takeaways to foster a successful business, such as taking advantage of available resources and collaborating with a supportive community. This episode also encourages women to gai…

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Savvy Women Wealth Management Podcast

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