Money Talk With Yesi & Tori

Yesi & Tori
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We are financial advisors with a mission to change the face of modern wealth by helping female entrepreneurs of color find power in their money.This is a space for you to connect with other badass businesswomen of color like yourself to share stories of challenges and triumphs, to inspire and be inspired, and to grow together as a community.

  1. 01/29/2024

    21: Wrapping Up Season One of Money Talk With Yesi & Tori

    Season One of "Money Talk With Yesi & Tori" is a wrap! This podcast has been a place for learning, a place for healing, a place for partnership and collaboration, and we are forever grateful to our listeners!! In this episode, we talk about what 2023 taught us and what we're looking forward to in 2024. This is a wrap up of Season One and a pause while we are on the ground meeting and serving our clients. We'll also be learning more about what female business owners need and bringing that information back to our listeners. Keep an eye out for Season Two with even more resources, incredible guests, and stories of other female business owners of color to inspire your own journey and remind you you're not alone in your entrepreneurship endeavor! With love & wishes for a prosperous year, Yesi & Tori Visit our website to schedule a meeting with us to talk about your biggest goals, game plan for how to lower your tax liability, and keep more of your after tax money. We are Victoria Sierra and Yesica Lemus, financial advisors with Cetera Investors located at 155 N. Lake Ave, Suite 430, Pasadena, CA 91101. The views depicted in this material are for information purposes only and are not necessarily those of Cetera Investors. They should not be considered specific advice or recommendations for any individual. Neither Cetera Investors nor any of its representatives may give legal or tax advice. Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. (CA Insurance License#: 0L17443 0I34349

    16 min

  2. 01/15/2024

    20: How SBA Loans Can Help Your Small Business With Stephanie Chung

    Have you been curious about commercial real estate and how you can use it in your business? We have just the resource and professional for you! In today's episode, we talk with Stephanie Chung, Vice President at Business Finance Capital. BFC is a Certified Development Company, a nonprofit licensed by the Small Business Associate (SBA) to approve, underwrite, and close loans on business owners' behalf through a program with the SBA called SBA 504.   By using this SBA program with her clients, Stephanie specializes in helping small to medium sized businesses grow by helping the owner attain wealth through the ownership of commercial real estate and more beneficial loan terms for small businesses specifically. Stephanie also shares client success stories and the community she's surrounded herself as a professional mom of two. She also gives Tori some amazing advice from mom to future mom. 😊 Contact Stephanie at her email stephanie@bfcfunding.com or give her a call at (925)900-3344. Visit our website to schedule a meeting with us to talk about your biggest goals, game plan for how to lower your tax liability, and keep more of your after tax money. We are Victoria Sierra and Yesica Lemus, financial advisors with Cetera Investors located at 155 N. Lake Ave, Suite 430, Pasadena, CA 91101. The views depicted in this material are for information purposes only and are not necessarily those of Cetera Investors. They should not be considered specific advice or recommendations for any individual. Neither Cetera Investors nor any of its representatives may give legal or tax advice. Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. (CA Insurance License#: 0L17443 0I34349

    39 min

  3. 12/26/2023

    19: Creating Your 2024 Business Plan

    It's the end of 2023 and we KNOW you're in the thick of business planning for 2024, just as we are!✍🏽💡 We share our 2024 Business Planning agenda to give you a place to start for your plan, if you haven't yet embarked on planning for next year! We also discuss how (and why) you should include a financial advisor into your year considering tax deadlines, the ebb and flow of the year,  your customized savings plan, in the context of your goals, etc. Reference our FAQ page for more answers to common questions. Visit our website to schedule a meeting with us to talk about your biggest goals, game plan for how to lower your tax liability, and keep more of your after tax money. We are Victoria Sierra and Yesica Lemus, financial advisors with Cetera Investors located at 155 N. Lake Ave, Suite 430, Pasadena, CA 91101. The views depicted in this material are for information purposes only and are not necessarily those of Cetera Investors. They should not be considered specific advice or recommendations for any individual. Neither Cetera Investors nor any of its representatives may give legal or tax advice. Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. (CA Insurance License#: 0L17443 0I34349

    30 min

  4. 12/11/2023

    18: Our Process To Help You Improve Your Business

    What is it like to work with a financial advisor to make your business better?? In this episode, we break down the specific process we use with our small business owner clients to help you 1) get a grip on your cash flow, 2) increase your take home income, and 3) increase your tax deductions, all while saving for your future. You deserve to have a partner in your journey that will support you in all the areas above to help you build generational wealth. Join our community by subscribing to our NewslettHER here! Visit our website to schedule a meeting with us to talk about your biggest goals, game plan for how to lower your tax liability, and keep more of your after tax money. We are Victoria Sierra and Yesica Lemus, financial advisors with Cetera Investors located at 155 N. Lake Ave, Suite 430, Pasadena, CA 91101. The views depicted in this material are for information purposes only and are not necessarily those of Cetera Investors. They should not be considered specific advice or recommendations for any individual. Neither Cetera Investors nor any of its representatives may give legal or tax advice. Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. (CA Insurance License#: 0L17443 0I34349

    31 min

  5. 11/27/2023

    17: Protecting Your Business With Adriana Han

    Your business is your baby and often times your BIGGEST asset! So it's very important that you have a plan in place to deal with unforeseen circumstances that have the potential to derail your business altogether. We're talking things like a client slipping and falling, errors and omissions, general liability, an owner passing away, etc. etc. we could go on for days there are so many risks! So this week, we have on Adriana Han, an insurance specialist who works with business owners on protecting what they've worked so hard to build. Listen in for how to protect yours! Visit our website to schedule a meeting with us to talk about your biggest goals, game plan for how to lower your tax liability, and keep more of your after tax money. We are Victoria Sierra and Yesica Lemus, financial advisors with Cetera Investors located at 155 N. Lake Ave, Suite 430, Pasadena, CA 91101. The views depicted in this material are for information purposes only and are not necessarily those of Cetera Investors. They should not be considered specific advice or recommendations for any individual. Neither Cetera Investors nor any of its representatives may give legal or tax advice. Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. (CA Insurance License#: 0L17443 0I34349

    29 min

  6. 11/13/2023

    16: Addressing Female Entrepreneurial Stressors with Clinical Psychologist, Dr. Christina Soibatian

    As financial advisors, we often find that a plan often goes beyond just the financial part of it. We implement and execute a plan that is in your best personal and business interest. AND we understand that as women of color it’s more complex than that.  Our guest, Dr. Christina Soibatian, has her Ph.D in Clinical & Community Psychology and works as a clinical psychologist professor and wellness coach for issues of stress. In this episode, we discuss stress and anxiety as it relates to female entrepreneurs. Christina bring to our conversation a warm sense of understanding, mindfulness, and ways to manage stress around money and entrepreneurship. We are so lucky to have her on!! For more information on how Christina might be able to help you manage stress as an entrepreneur, or anything else you want to work on, Visit her website or email her at drchristinasoibatian@gmail.com. Disclaimer: This podcast episode is not therapy. Please consult your therapist or doctor for more information. Visit our website to schedule a meeting with us to talk about your biggest goals, game plan for how to lower your tax liability, and keep more of your after tax money. We are Victoria Sierra and Yesica Lemus, financial advisors with Cetera Investors located at 155 N. Lake Ave, Suite 430, Pasadena, CA 91101. The views depicted in this material are for information purposes only and are not necessarily those of Cetera Investors. They should not be considered specific advice or recommendations for any individual. Neither Cetera Investors nor any of its representatives may give legal or tax advice. Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. (CA Insurance License#: 0L17443 0I34349

    49 min

  7. 10/16/2023

    15: Marketing To Attract Your Soulmate Clients with Holly Pendergast

    We're back with part two of two with business coach, Holly Pendergast! Holly has coached women at all stages of their business from multi-million dollar earners to $0 earners. Holly is also a ROCK STAR marketer! She walks the walk by attracting & coaching incredible women business owners and building a successful business for herself. Holly shares her tips on how to attract YOUR soulmate clients. This is a must listen! Gather all of her golden nuggets and reach out to her for more information on how to work with her! Holly's Website Holly's Instagram: @coach.with.holly Visit our website to schedule a meeting with us to talk about your biggest goals, game plan for how to lower your tax liability, and keep more of your after tax money. We are Victoria Sierra and Yesica Lemus, financial advisors with Cetera Investors located at 155 N. Lake Ave, Suite 430, Pasadena, CA 91101. The views depicted in this material are for information purposes only and are not necessarily those of Cetera Investors. They should not be considered specific advice or recommendations for any individual. Neither Cetera Investors nor any of its representatives may give legal or tax advice. Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. (CA Insurance License#: 0L17443 0I34349

    33 min

  8. 10/09/2023

    14: Setting BIG Goals With Business Coach, Holly Pendergast

    We have our very first guest!✨   Our goal with our guests is to: 1) Provide valuable insights or resources to support you in your business💡, 2) Elevate our guest, who will also be a female business owner herself💪🏽. THAT BEING SAID! Holly Pendergast is a certified coach through The Life Coach School and has coached women at all stages of their business from multi-million dollar earners to $0 earners. Throughout 2022, Holly coached Tori on how to THINK BIGGER that led her HERE! (Get the juicy details in this episode!) Holly also shares how to set BIG goals and how to confidently charge for your services from a place of abundance. Holly is SO abundant that we recorded Part Two of this podcast to come next week where Holly shares how to position your marketing to attract your soulmate clients. Don't miss it! Holly's Website Holly's Instagram: @coach.with.holly Visit our website to schedule a meeting with us to talk about your biggest goals, game plan for how to lower your tax liability, and keep more of your after tax money. We are Victoria Sierra and Yesica Lemus, financial advisors with Cetera Investors located at 155 N. Lake Ave, Suite 430, Pasadena, CA 91101. The views depicted in this material are for information purposes only and are not necessarily those of Cetera Investors. They should not be considered specific advice or recommendations for any individual. Neither Cetera Investors nor any of its representatives may give legal or tax advice. Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. (CA Insurance License#: 0L17443 0I34349

    37 min
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We are financial advisors with a mission to change the face of modern wealth by helping female entrepreneurs of color find power in their money.This is a space for you to connect with other badass businesswomen of color like yourself to share stories of challenges and triumphs, to inspire and be inspired, and to grow together as a community.

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