let's go there

carla  piñeyro  sublett

a fresh take on a business podcast, celebrating the wins and the challenges that we experience along our path, host carla piñeyro sublett is not afraid to go there with her guests. driving from her experience as a fortune 100 c-level executive, sublett shares wisdom learned from getting to the top of the corporate ladder and how her healing journey left her hell-bent on making our workplaces work for the whole human. in each episode, carla creates an open space for raw conversation as she sits down with c-suite executives, entrepreneurs, artists, and thought leaders.

  1. Jul 15

    129: joanna rees, why women need to start talking about money

    joanna rees is a trailblazer at the crossroads of brand, venture and impact as a board member of fico, inception fertility and illumyn. she brings bold strategy and heart to companies shaping the future. she's helping steer fico to top tier shareholder returns while guiding iconic brands like twitter, square and impossible foods through transformative growth. with roots in psychology, brand management, and investment banking, joanna founded vsp capital and co-launched endeavor catalyst now managing over 500 million to support entrepreneurs globally. a henry crown fellow and a global leader for tomorrow, she brings soul and rigor to everything she touches from corporate boards to civic change, including a run for mayor of san francisco. whether scaling ventures or championing social good joanna moves with purpose, grit, and vision. 00:00 "ask and share" cold open01:25 show start02:33 the gender gap wake up call03:34 how joanna started her first fund09:22 when she felt like she made it11:25 rebuilding after divorce13:41 teaching kids to invest16:10 joanna's investing strategy23:11 why women don't talk about money30:26 evaluating returns and big investing mistakes34:29 joanna's fund-of-funds comprised of only female investors38:18 no fee no carry explained & fund-of-funds (fof) mechanics45:13 modeling financial goals with chatgpt47:43 philanthropy and legacy54:47 final piece of wisdom joanna's linkedin - click here! ep 57: joanna rees - grit, love and freedom - click here! let’s go there instagram - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ let’s go there youtube - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here!⁠⁠⁠⁠⁠⁠⁠ listen on your favorite podcast app - ⁠⁠⁠⁠⁠⁠⁠click here! -- resources: https://www.startengine.com/insights/private-market-education/fundamentals/accredited-vs-non-accredited https://fundrise.com/campaigns/fund/flagship https://republic.com/ https://www.willowwealth.com/ -- Disclaimer: The information shared in this episode is for educational and informational purposes only and should not be considered financial, investment, legal, tax, or accounting advice. Nothing discussed should be interpreted as a recommendation to buy, sell, or hold any investment or financial product. Any companies, products, platforms, websites, or resources mentioned are shared for informational purposes only. Unless explicitly stated, we are not affiliated with, endorsed by, or compensated by any of the organizations or links referenced. All investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Before making any financial or investment decision, you should conduct your own independent research, carefully evaluate the risks, and consult with qualified professional advisors as appropriate. You are solely responsible for your own investment decisions and outcomes.

  2. Jun 17

    127: brooke hardie, from big law attorney to teaching people their rights before crisis hits

    brooke hardie is a lawyer who believes everyone deserves to understand the rules that actually shape their lives. over 25 years of practicing law, she's helped thousands of people navigate some of life's toughest moments, from losing loved ones to launching businesses.  and somewhere along the way, she realized something big... a lot of people don't actually need a lawyer, they need someone to explain the rules before life gets messy. the realization became 'life is legal', her way of teaching real-world law with plain english, good humor, and zero judgment. 00:00 episode teaser 00:27 brooke hardie's intro 01:12 how we know each other 02:51 champion of legal literacy 07:19 texas corking laws explained 08:52 brooke's career transition moment 14:33 facing fear and identity 21:08 service mindset 23:37 preparing for the leap 26:33 el paso upbringing & law school doubts 33:27 money lessons as a transactional lawyer  36:24 leaping without a net 38:14 legal wellness movement 42:22 save america act explained 46:18 carla's pivot after public firing 53:24 advice for insecurity and anxiety 56:24 top 5 legal things for every adult brooke's website - click here! brooke's podcast, life is legal - click here! let’s go there instagram - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ let’s go there youtube - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here!⁠⁠⁠⁠⁠⁠ listen on your favorite podcast app - ⁠⁠⁠⁠⁠⁠click here!

  3. Jun 4

    125: jairo romero, how an immigrant mindset built millions

    jairo romero is a seasoned tech executive and go-to-market leader with more than twenty-five years of experience scaling some of the world's most successful software and cloud companies. jairo has held senior leadership roles at rackspace, acquia, and drillinginfo, helping drive transformational growth and multiple billion-dollar exits. today, he serves as a managing director in private equity, where he helps portfolio companies accelerate growth and build high-performing revenue organizations. i've always felt that jairo has the midas touch, so please enjoy my time with my friend, jairo romero. 00:00 coming up... 00:24 jairo's intro 01:08 how we met (stories at first job out of college) 09:14 accidentally cursing in spanish 11:12 retirement account wins 15:20 rackspace career breakthrough 17:38 the immigrant superpower 30:20 be a 'zagger' 34:32 jairo's pivot to Investing (burnout & health issues) 42:50 time as investment (betting on yourself) 46:51 diversify beyond one company 49:22 colombian roots 55:46 national basketball team & athlete's mindset 01:01:30 faith & jairo's hopes for the future jairo romero's linkedin - click here! let’s go there instagram - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ let’s go there youtube - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here!⁠⁠⁠⁠⁠ listen on your favorite podcast app - ⁠⁠⁠⁠⁠click here!

  4. May 6

    122: kristin o’keeffe merrick, the truth about money, fear, and why we stay stuck

    kristin o’keeffe merrick is a financial advisor and money expert on a mission to help women take control of their financial futures and make money feel a little less weird along the way. with over two decades of experience, from the foreign exchange desk at bank of america to a vice president role at morgan stanley, she’s lived through some of the most defining market moments of our time. today, as founder of o’keeffe financial partners, she translates complex financial strategies into clear, actionable guidance. she’s also the co-founder of women work f#cking hard, a community built to elevate and connect women. at the end of the day, her work is about helping women build real financial power on their terms. 0:00 show start, how we met 3:53 financial quarterback for women 7:04 nest egg paralysis 13:28 investing as a young person 17:30 the credit card trap 19:56 client convos, the good and the bad 25:44 tiktok finance & women becoming breadwinners 28:57 the great wealth transfer 31:46 when is it too late to build wealth? 38:47 what’s your retirement number? 41:42 who am i post-retirement? 52:34 what a healthy relationship with money looks like 1:00:10 navigating the markets during iran war 1:05:27 talking to your kids about money 1:08:47 kristin’s wish for the world https://www.instagram.com/thegirlwhosavesmoney/ https://www.instagram.com/womenworkfinghard/ https://okeeffefinancialpartners.com/our-team/kristin-okeeffe-merrick/ let’s go there instagram - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ let’s go there youtube - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠click here!⁠⁠⁠⁠ listen on your favorite podcast app - ⁠⁠⁠⁠click here!

Ratings & Reviews

5
out of 5
17 Ratings

About

a fresh take on a business podcast, celebrating the wins and the challenges that we experience along our path, host carla piñeyro sublett is not afraid to go there with her guests. driving from her experience as a fortune 100 c-level executive, sublett shares wisdom learned from getting to the top of the corporate ladder and how her healing journey left her hell-bent on making our workplaces work for the whole human. in each episode, carla creates an open space for raw conversation as she sits down with c-suite executives, entrepreneurs, artists, and thought leaders.

You Might Also Like