Lady Money Trailer

Host – Teresa Mitchell, CFP teresa@lady-money.com

In my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequent financial security. I have found the key to moving forward from the image of bag lady to empowered lady is having a different kind of conversation with women than they usually experience with a financial advisor. It is about focusing more deeply on what matters in terms of family, community and life purpose. Approaching the conversation with compassion and a goal of honest, authentic connection creates a sense of trust that makes financial education and taking investment action not only possible but desirable.

To that end I left my longtime wealth management firm and am launching a personal financial coaching platform -- LADY MONEY, LLC. It is intended to help women achieve a sense of financial wellbeing around investing for retirement that imparts peace of mind and ultimately leads to financial security.

Resources – 

Financial Issues – 

https://www.gobankingrates.com/money/financial-planning/financial-issues-only-women-face/

Financial Disempowerment – 

https://www.ubs.com/us/en/wealth-management/specialized-advice/women-and-finances.html

https://www.nerdwallet.com/article/investing/survey-less-than-half-of-women-in-u-s-invest-in-the-stock-market

Lack of Confidence --

https://www.ally.com/do-it-right/money/money-opportunities-and-challenges-that-females-face/

https://www.td.com/us/en/investing/insights/womenomics/

Money Beliefs –

https://s3.amazonaws.com/kajabi-storefronts-production/sites/88071/themes/1463604/downloads/fkKzwXp4TnikniUdVLl8_How_clients_money_scripts_predict_their_financial_behaviors-_Journal_of_Financial_Planning-_2012.pdf

Host – Teresa Mitchell, CFP teresa@lady-money.com

In my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequent financial security. I have found the key to moving forward from the image of bag lady to empowered lady is having a different kind of conversation with women than they usually experience with a financial advisor. It is about focusing more deeply on what matters in terms of family, community and life purpose. Approaching the conversation with compassion and a goal of honest, authentic connection creates a sense of trust that makes financial education and taking investment action not only possible but desirable.

To that end I left my longtime wealth management firm and am launching a personal financial coaching platform -- LADY MONEY, LLC. It is intended to help women achieve a sense of financial wellbeing around investing for retirement that imparts peace of mind and ultimately leads to financial security.

Resources: 

Mindset -- https://www.verywellmind.com/what-is-a-mindset-2795025

Money Mindset --https://www.ramseysolutions.com/budgeting/understanding-your-money-mindset

https://www.fool.com/investing/how-to-invest/money-mindset/

https://www.ellevest.com/magazine/personal-finance/financial-wellness-money-mindset

Mindset by Carol Dweck -- https://www.shortform.com/summary/mindset-the-new-psychology-of-success-summary-carol-dweck?utm_source=google&utm_medium=cpc&gclid=CjwKCAiAp8iMBhAqEiwAJb94z71YPrKpph6isLBxlQLa6wcou7vNulB1x-xpu8pHw-7T6fIHTbRtJhoCq_oQAvD_BwE

Mindset & Potential – 

https://www.cbsnews.com/news/carol-dweck-change-your-mindset-to-fulfill-your-potential/

https://www.forbes.com/sites/carolinecastrillon/2019/07/09/why-a-growth-mindset-is-essential-for-career-success/?sh=112057d228b5

Positive Psychology -- https://positivepsychology.com/what-is-positive-psychology-definition/#definition-positive-psychology

Guest – Heather Picard, Business Owner & Money Coach
https://www.linkedin.com/in/heatherpicard/

I'm a lifetime entrepreneur who cares about making an impact on the world through all the work I do, whether it's money coaching for women, running an ecological landscape company or giving people an incredible stay at one of my vacation rentals. Always expanding and learning, I love the creativity of being an entrepreneur at the helm of creating values based businesses.
I bring everything I've learned from my 25+ years as CFO and owner of an award-winning, values-based landscape company to my work as a Cash Flow Coach for women entrepreneurs and my work as a Vacation Rental Property Manager.
Specialties: 
Property Management, Financial Literacy, Values Based Businesses, Entrepreneurship, Professional and Personal Branding. Sustainability, Permaculture, Women's Empowerment
Company Vision, Target Marketing, Organization & Administration, Effective Business Management. 
Life Coaching, Health & Nutrition. Intentional Living. Personal Sustainability.

Host – Teresa Mitchell, CFP
ladymoneyllc@gmail.com

In my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequent financial security. I have found the key to moving forward from the image of bag lady to empowered lady is having a different kind of conversation with women than they usually experience with a financial advisor. It is about focusing more deeply on what matters in terms of family, community and life purpose. Approaching the conversation with compassion and a goal of honest, authentic connection creates a sense of trust that makes financial education and taking investment action not only possible but desirable.
To that end I left my longtime wealth management firm and am launching a personal financial coaching platform -- LADY MONEY, LLC. It is intended to help women achieve a sense of financial wellbeing around investing for retirement that imparts peace of mind and ultimately leads to financial security.

Resources...

Financial Literacy Gap: https://www.forbes.com/sites/carolinecastrillon/2019/11/03/why-we-need-to-close-the-financial-literacy-gap-for-women/?fbclid=IwAR2lmyVzkmvs8PuysFqn_VWNghXnIjnt8QKcf8AGFwPPLS9iPuc7tb5_N_U&sh=4a284e6dce54

Financial Abundance: https://www.mindbodygreen.com/0-24781/why-youre-not-attracting-financial-abundance-and-how-to-fix-it.html

Host – Teresa Mitchell, CFP ladymoneyllc@gmail.com

In my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequent financial security. I have found the key to moving forward from the image of bag lady to empowered lady is having a different kind of conversation with women than they usually experience with a financial advisor. It is about focusing more deeply on what matters in terms of family, community and life purpose. Approaching the conversation with compassion and a goal of honest, authentic connection creates a sense of trust that makes financial education and taking investment action not only possible but desirable.

To that end I left my longtime wealth management firm and am launching a personal financial coaching platform -- LADY MONEY, LLC. It is intended to help women achieve a sense of financial wellbeing around investing for retirement that imparts peace of mind and ultimately leads to financial security.

Resources:

Poem https://medium.com/@bobsutton/kurt-vonnegut-joe-heller-and-a-thanksgiving-message-8a31ca397888

Stressor https://www.cnbc.com/select/73-percent-of-americans-rank-finances-as-the-number-one-stress-in-life/

Host – Teresa Mitchell, CFP
ladymoneyllc@gmail.com

In my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequent financial security. I have found the key to moving forward from the image of bag lady to empowered lady is having a different kind of conversation with women than they usually experience with a financial advisor. It is about focusing more deeply on what matters in terms of family, community and life purpose. Approaching the conversation with compassion and a goal of honest, authentic connection creates a sense of trust that makes financial education and taking investment action not only possible but desirable.

To that end I left my longtime wealth management firm and am launching a personal financial coaching platform -- LADY MONEY, LLC. It is intended to help women achieve a sense of financial wellbeing around investing for retirement that imparts peace of mind and ultimately leads to financial security.

Resources:

The Golden Triangle of Happiness --
https://www.huffingtonpost.com.au/2015/10/18/happiness-wellbeing_n_8323916.html

Poverty -- https://www.ssa.gov/policy/docs/population-profiles/marital-status-poverty.html

Guest – Frances Harkins, CFP, AIF www.wheelsupwealthinc.com 
Frances Harkins is a CERTIFIED FINANCIAL PLANNER™ professional who has helped Bay Area families, individuals and business owners understand and solve their financial concerns since 2000. Working with those in a variety of professional fields, Frances devotes her time to developing long-term, trusting relationships with every client. In her position as Director of Financial Planning at Wheels Up Wealth, Frances takes pride in helping women gain greater confidence in money matters. In doing so, her goal is to help these clients feel empowered to effectively manage their financial resources.

Host – Teresa Mitchell, CFP ladymoneyllc@gmail.com
In my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequent financial security. I have found the key to moving forward from the image of bag lady to empowered lady is having a different kind of conversation with women than they usually experience with a financial advisor. It is about focusing more deeply on what matters in terms of family, community and life purpose. Approaching the conversation with compassion and a goal of honest, authentic connection creates a sense of trust that makes financial education and taking investment action not only possible but desirable.

To that end I left my longtime wealth management firm and am launching a personal financial coaching platform -- LADY MONEY, LLC. It is intended to help women achieve a sense of financial wellbeing around investing for retirement that imparts peace of mind and ultimately leads to financial security.

Resources...
Loaded: Money, Psychology, and How to Get Ahead without Leaving Your Values Behind by Sarah Newcomb https://www.amazon.com/Loaded-Psychology-without-Leaving-Values/dp/1119258324

The Four Money Bears by Mac Gardner, CFP 
https://www.amazon.com/Four-Money-Bears-Gardner-Paperback/dp/B010711DUW

Host – Teresa Mitchell, CFP ladymoneyllc@gmail.com

In my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequent financial security. I have found the key to moving forward from the image of bag lady to empowered lady is having a different kind of conversation with women than they usually experience with a financial advisor. It is about focusing more deeply on what matters in terms of family, community and life purpose. Approaching the conversation with compassion and a goal of honest, authentic connection creates a sense of trust that makes financial education and taking investment action not only possible but desirable.

To that end I left my longtime wealth management firm and am launching a personal financial coaching platform -- LADY MONEY, LLC. It is intended to help women achieve a sense of financial wellbeing around investing for retirement that imparts peace of mind and ultimately leads to financial security.

Resources...

Reesa Manning Interview https://lady-money.simplecast.com/episodes/take-financial-control-an-interview-with-advisor-reesa-manning

Full Potential https://www.lifehack.org/816335/full-potential;https://www.lifehack.org/articles/communication/9-ways-reach-your-fullest-potential-every-day.html

Potential Definition https://www.merriam-webster.com/dictionary/potential

Achieving Potential https://www.inc.com/marcel-schwantes/science-says-only-8-percent-of-people-actually-achieve-their-goals-here-are-7-things-they-do-differently.html

Branson Quote https://www.cnbc.com/2016/08/04/billionaire-richard-bransons-definition-of-success-has-nothing-to-do-with-money.html

Positive Psychology https://www.psychologytoday.com/us/blog/experimentations/201712/eight-ways-realize-your-full-potential

Mind Set https://www.freshgigs.ca/blog/reaching-your-full-potential-tips-from-a-stanford-psychologist/

Fundamental Needs https://www.simplypsychology.org/maslow.html

Positive Attitude Tips https://www.lifehack.org/articles/communication/11-tips-for-maintaining-your-positive-attitude.html

Negative/Positive Thoughts & the Brain https://meteoreducation.com/how-does-thinking-positive-thoughts-affect-neuroplasticity/

Host – Teresa Mitchell, CFP

ladymoneyllc@gmail.com

In my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequent financial security. I have found the key to moving forward from the image of bag lady to empowered lady is having a different kind of conversation with women than they usually experience with a financial advisor. It is about focusing more deeply on what matters in terms of family, community and life purpose. Approaching the conversation with compassion and a goal of honest, authentic connection creates a sense of trust that makes financial education and taking investment action not only possible but desirable.

To that end I left my longtime wealth management firm and am launching a personal financial coaching platform -- LADY MONEY, LLC. It is intended to help women achieve a sense of financial wellbeing around investing for retirement that imparts peace of mind and ultimately leads to financial security.

Resources...

Reesa Manning Interview https://lady-money.simplecast.com/episodes/take-financial-control-an-interview-with-advisor-reesa-manning

Personal Finance https://www.investopedia.com/articles/personal-finance/111813/five-rules-improve-your-financial-health.asp

Social Security https://www.moneytalksnews.com/the-most-popular-age-for-claiming-social-security/

Host – Teresa Mitchell, CFP
ladymoneyllc@gmail.com

In my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequent financial security. I have found the key to moving forward from the image of bag lady to empowered lady is having a different kind of conversation with women than they usually experience with a financial advisor. It is about focusing more deeply on what matters in terms of family, community and life purpose. Approaching the conversation with compassion and a goal of honest, authentic connection creates a sense of trust that makes financial education and taking investment action not only possible but desirable.

To that end I left my longtime wealth management firm and am launching a personal financial coaching platform -- LADY MONEY, LLC. It is intended to help women achieve a sense of financial wellbeing around investing for retirement that imparts peace of mind and ultimately leads to financial security. 

Resources...

Reesa Manning Interview https://lady-money.simplecast.com/episodes/take-financial-control-an-interview-with-advisor-reesa-manning

Financial Literacy https://www.investopedia.com/terms/f/financial-literacy.asp

FINRA’S National Financial Capability Study    https://www.investopedia.com/articles/investing/100615/why-financial-literacy-and-education-so-important.asp

Compounding https://www.investopedia.com/terms/c/compoundinterest.asp

Guest – Reesa Manning

https://www.linkedin.com/in/reesamanning/

Reesa Manning was a former Vice President and Senior Financial Advisor at UBS Financial Services for 12 years. Prior to her career in financial services, she founded Southern California based, 140 store franchise, Penguin's Frozen Yogurt. She served as president of the nonprofit, 2000-member National Council of Jewish Women in Los Angeles for three years and was past president of the Desert Cities Chapter of NAWBO (National Organization of Women Business Owners) and Women Leaders Forum of the Coachella Valley. She resides in Rancho Mirage with her husband and currently serves on the Board of Temple Sinai and The Springs HOA. She is a firm believer in women's empowerment and financial literacy.

Host – Teresa Mitchell, CFP

ladymoneyllc@gmail.com

In my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequent financial security. I have found the key to moving forward from the image of bag lady to empowered lady is having a different kind of conversation with women than they usually experience with a financial advisor. It is about focusing more deeply on what matters in terms of family, community and life purpose. Approaching the conversation with compassion and a goal of honest, authentic connection creates a sense of trust that makes financial education and taking investment action not only possible but desirable.

To that end I left my longtime wealth management firm and am launching a personal financial coaching platform -- LADY MONEY, LLC. It is intended to help women achieve a sense of financial wellbeing around investing for retirement that imparts peace of mind and ultimately leads to financial security.