logo
episode-header-image
Apr 2019
1h 45m

Ep 120: Building A Personal Finance Medi...

MICHAEL KITCES
About this episode
tail spinning
Up next
Yesterday
Ep 507: Growing Bigger For Succession And Then Intentionally Downsizing For A Simpler Lifestyle Practice with Carolyn McClanahan
Making the decision to downsize after growing can be shocking, but might also be the best decision for work-life balance. Today's guest shares the lessons she learned from growing her firm to more than 100 clients, before ultimately deciding that downsizing was the right choice. ... Show More
1h 30m
Sep 8
Ep 506: Building A 'Killer' Scorecard To Track Key Weekly Metrics On The Path To $275M AUM with Jenna Biancavilla
Key metrics can not only show how your advisory firm is performing, but also whether your team is thriving. Today's guest builds a 'killer' scorecard to track the metrics that matter – from client engagement and new business activity to employee time off and retention – as well a ... Show More
1h 30m
Sep 1
Ep 505: Using A "Pillow Test" To Make The Hard Business Decisions On The Way To $3.5B AUM with Andrew Rosen
How do you know you're making the right decision, especially when every option comes with trade-offs? Whether you're making career decisions or leading a growing advisory firm, today's guest offers practical lessons on building a business that aligns with your values while creati ... Show More
1h 30m
Recommended Episodes
Aug 2023
370: Harvard MBA Manisha Thakor — Financial Services Thirty Years Career, Hungry Ghost Mindset, How to Stop Being a Workaholic, Dealing with Work Addiction
<p dir="ltr">Welcome to Strategy Skills episode 370, an interview with the author of <em>MoneyZen: The Secret to Finding Your "Enough",</em> Manisha Thakor. In this book, Manisha shares her candid journey out of the Cult of Never Enough—a painful mindset that tells you the money ... Show More
56m 22s
Dec 2023
CC: Become Emotionally Wealthy and Financially Healthy with Manisha Thakor
<p><strong>Manisha Thakor </strong>has worked in financial services for more than thirty years, with an emphasis on women's economic empowerment and financial wellbeing. A nationally recognized thought-leader in this space, Thakor has been featured in a wide range of publications ... Show More
50m 49s
Aug 2025
Wealth Redefined: The Power of Being a Stay at Home Wife with Jasleen Chawla
This week, Sim chats with Jasleen about her journey from corporate life at Deloitte and Goldman Sachs to choosing the stay-at-home wife path and building her own platform on TikTok. They dive into money anxiety, navigating financial conversations in marriage, and why creating pur ... Show More
50m 18s
Mar 2021
How To Manage Wellness Whilst Growing Mindvalley With Marisha Lakhiani
In this episode, Marisha Lakhiani shares what it's like to have a passion for scaling businesses and driving innovation and growth. She speaks in depth about her career trajectories at Mindvalley and managing $150 Million in revenue and all the key marketing functions. She touche ... Show More
56m 52s
Jan 2025
Breaking Down Money Myths | YourRichBFF
<p>In this episode, I sit down with Vivian Tu, aka @YourRichBFF, to talk about her incredible journey from trading equities on Wall Street to becoming a viral financial educator and content creator. Vivian shares how her immigrant upbringing shaped her money mindset, her leap fro ... Show More
24m 55s
Jun 2024
Money Bootcamp: Money and Emotions
Created by consumer financial journalist Maya Fisher-French and financial coach Mapalo Makhu, the Santam Insure your Future Money Bootcamp is a podcast designed to help you create your own financial money journey.In this special series, we bring you the transformative journey of ... Show More
24m 46s
Mar 2023
22. Case Study: How My Client Went From Feeling Insecure to Attracting a Million-Dollar Client (as an Introvert)
Welcome to the latest episode of the Personal Branding with Seema! In this episode, we'll be diving into the inspiring story of one of our clients who went from feeling insecure and overlooked to landing a million-dollar client. My client, let's call her M, struggled with self-do ... Show More
16m 13s
Aug 2021
Episode Seventeen: Me, Myself And Why
Asia Mohamed, Founder & CEO of Premier Starter, a Financial Growth Company that focuses on Personal/Business Credit, Financial Literacy Education, and Entrepreneur Mentorship, gives us a glimpse into her journey of becoming the woman she has always wanted to be. Unlock the power ... Show More
1h 2m
Jun 2025
The Truth About Building a Business That Buys You Freedom with Bossbabe Founder, Natalie Ellis
This week, Sim sits down with Bossbabe founder Natalie Ellis to unpack the money mindset that helped her go from growing up with nothing to building a multimillion-dollar brand. Natalie shares her personal journey with financial literacy, managing lifestyle creep, and creating tr ... Show More
44m 52s
Feb 2025
Episode 328: BTS of Building A Multi-Million Dollar Brand, Leaders Who Do The Work... WIN!!!
<p>On this episode of the <em>Women Inspiring Women</em> podcast, Melanie Mitro shares her personal journey of entrepreneurship, diving into the mindset shifts required to start over, the challenges of scaling a business, and the strategies that truly make a difference. </p><p>Sh ... Show More
33m 27s