Insights

EP 151 | How to Master Healthy Living

EP 151 | How to Master Healthy Living

Welcome to episode 151 of Profit Boss® Radio! In the last several episodes I have shared that my team and I have been doing some deep soul searching in a coached environment. We have been asking ourselves the following questions: What is our purpose? What fulfills us?...

read more
6 Ways Women Can Become Better Investors

6 Ways Women Can Become Better Investors

Do you find yourself deferring to men when it comes to planning your financial future? If you answered “yes” to that question, you’re not alone. A recent study by MassMutual found that only 26 percent of women are confident making their own financial decisions. But...

read more
5 Things Rich People Don’t Say about Money

5 Things Rich People Don’t Say about Money

When it comes to having enough money to fully fund retirement, 67 percent of working Americans believe they are losing ground. If you share those concerns, you have a few choices: You can give up. You can buy more lottery tickets. You can hope for the best. You can...

read more
The 4 Financial Habits of Successful Women

The 4 Financial Habits of Successful Women

One of the best parts of hosting my Profit Boss Radio podcast is interviewing incredible women who generously share their financial journeys. I learn so much from their personal stories and advice, and you can, too. In the past few months, I found three women...

read more
You’re Not Thriving Financially? Here’s Why

You’re Not Thriving Financially? Here’s Why

You know those parts of your life that seem stuck in a rut? Instead of taking action, you’re likely tolerating the static situation. Your rut might be about your diet or fitness level. Perhaps it’s a particularly challenging relationship. It might even be intangible,...

read more
10 Steps to Ensure You Won’t Outlive Your Money

10 Steps to Ensure You Won’t Outlive Your Money

Good morning and happy Friday! Quality of life during retirement and end-of-life planning are some of the top concerns my clients have. I put together this infographic to help you map out what steps you can take to ensure you won't outlive your money, and be able to...

read more
Dodd-Frank: Shaken, Not Stirred

Dodd-Frank: Shaken, Not Stirred

Think your martini's the only thing on the rocks? Think again. Now, thanks to a recent executive action, the unified fiduciary standard might be too. What does it mean to you? I know you’ve heard this, but there are financial advisors (like me) who act as fiduciaries...

read more
The Misogyny That Keeps Women Broke

The Misogyny That Keeps Women Broke

Ladies, listen up! Stop allowing yourselves to be treated like second-class citizens! More to the point: stop behaving like a second-class citizen. There’s more to women’s rights than equal pay and control over your reproductive organs. What about the fact that we, as...

read more