Cash & Sass™

Lisa Marie Robinson

Are you a female entrepreneur, creator, or business owner who is tired of the traditional, hush-hush attitude around money? If you're craving real talk about building wealth, fixing profit leaks, and achieving financial clarity without the burnout, the Cash and Sass™ podcast was created for you. I'm Lisa Marie (aka the "Sassy Wealth Queen"), a Fractional CFO, wealth mentor, and founder of Transcendent Wealth Co. I'm not just a podcast host—I'm a fellow entrepreneur who took my own business from surviving on food stamps to scaling to six figures and beyond. Now, I'm on a mission to help you master the art of making, managing, and multiplying your money. Each week, we dive into the money conversations you’ve been searching for. On Tuesdays, I go solo to deliver actionable financial strategies. On Thursdays, I’m joined by a squad of powerhouse guests who fearlessly share their stories and expertise on everything from money mindset to cash flow management. No topic is off-limits. This is your judgment-free zone to finally build a powerful and profitable relationship with your money. If you're ready to break free from the money taboo and have the candid cash-versations™ that lead to real results, buckle up. It’s time to revolutionize your wealth. Let the sassiness begin!

  1. 1d ago

    From Burnout to Bold: Redefining Wealth on Your Own Terms with Therese Nicklas

    What does it actually mean to be wealthy? Not just financially successful, but truly wealthy. In alignment. Living a life that matches your values, not just your bank balance. That's the question at the center of this conversation. Lisa Marie sits down with Therese Nicklas, CFP™, Certified Money Coach (CMC)®, and Certified Success Principles™ Coach, and they talk all about what it really takes to build wealth that lasts. From Therese's grandmother stretching pennies in Sicily to a client who almost dropped $10,000 on a conference she didn't need, this episode is full of honest, practical wisdom that will make you stop and think before your next investment decision. If you've ever bought a program out of fear, said yes to something you didn't have the time or energy for, or wondered whether your basket is already full, this one is for you. What You'll Learn What "True Wealth" actually means, and why it has nothing to do with how much money you haveThe story of Therese's grandmother and her 95-year-old uncle that reframes everything about money and mindsetThe real reason entrepreneurs keep buying shiny objects (hint: it's not excitement, it's fear)How to do the soul-searching work before any investment decision, and why that conversation could save you tens of thousands of dollarsThe "basket" framework: why your knowledge base may already be full before you spend another dollarThe $10,000 Alaska conference story, and the question that changed thingsWhy time and energy are part of your ROI, and what happens when you ignore thatHow to build a money muscle through radical honesty with yourselfGuest Information Therese Nicklas is a Certified Financial Planner™, Certified Money Coach (CMC)®, and Certified Success Principles™ Coach. She empowers executive and entrepreneurial women with smart strategies to build a new big, bold life, with certainty, clarity, and confidence. Through her True Wealth coaching program, clients learn to say no to burnout, feeling empty, and working nonstop. They learn to say yes to designing a fulfilling life they love, one built with joy, purpose, and balance. Connect with Therese Website: wealthcoachforwomen.com/  LinkedIn: linkedin.com/in/theresernicklascfp Facebook: facebook.com/theresernicklascfp Free Resource: Financial Freedom Toolkit - https://wealthcoachforwomen.com/pod  Resources The Seven Money Pitfalls email seriesMoney Movz™ Voxer Coaching Transcendent Wealth CoFollow Lisa Marie on your favorite social platform: FacebookInstagramLinkedInTranscendent Wealth Co. LLC https://www.transcendentwealthco.com

    From Burnout to Bold: Redefining Wealth on Your Own Terms with Therese Nicklas
  2. Jul 16

    Fake Wealth, Real Shame, and the Truth About Money in Online Business with Rachel Allen

    You've seen the screenshots. The "we hit $100k months" posts. The perfect brand photos and the confident pricing. But what you haven't seen is the debt behind the launch, the unpaid contractors, the secondary income source quietly bankrolling the whole thing. Rachel Allen has been in the back end of some of the most well-known businesses online, and she is not here to protect the myth. In this episode, Lisa and Rachel pull back the curtain on the money narratives that keep entrepreneurs stuck, ashamed, and undercharging. And they get real about the work it takes to build actual trust with money. In this episode: What's really going on behind the scenes of "successful" online businessesThe most damaging myths about money in entrepreneurship (and who benefits from them)Rachel's biggest money mistake early on, and what it cost her to waitWhy shame is the most expensive thing in your businessThe wage gap in entrepreneurship: women price 30% lower than men for the same workHow a childhood money belief nearly stopped Rachel from charging what she was worthQuintupling prices during a dry spell, and what happened nextWhy money doesn't change who you are, it just amplifies itConnect with Rachel Allen: Website: boltfromthebluecopywriting.comLinkedIn: linkedin.com/in/rachelallenwritesInstagram: @boltfromthebluecopywritingEmail: rachel@boltfromthebluecopywriting.comResources The Seven Money Pitfalls email seriesMoney Movz™ Voxer Coaching Transcendent Wealth CoFollow Lisa Marie on your favorite social platform: FacebookInstagramLinkedInTranscendent Wealth Co. LLC https://www.transcendentwealthco.com

    Fake Wealth, Real Shame, and the Truth About Money in Online Business with Rachel Allen
  3. Jul 9

    How Surrender, Generosity, and Emotional Detachment Create Real Financial Freedom with Matt Morizio

    What if the fastest path out of a scarcity mindset wasn't discipline or willpower, but it was generosity? That's exactly what Matt Morizio discovered, and the science behind it will shift something in the way you think about money. Matt is the founder of Reconstructing Wealth, a fee-only wealth management firm helping purpose-driven people align their money with their mission. After five years in the minor leagues with the Kansas City Royals, he transitioned into financial advising and has spent nearly a decade rebuilding his own relationship with money, while helping his clients do the same. In this conversation, Matt and Lisa Marie talk about surrender, emotional detachment, valley seasons, and why real financial freedom has nothing to do with your account balance. What You'll Learn: How Matt's scarcity mindset, inherited across generations, showed up even as a financial advisor, and what finally broke itThe "blessing account" strategy and how a simple act of structured generosity rewired his financial psychologyThe neuroscience behind why you cannot simultaneously feel fear and love about the same thing, and how to use that to your advantageWhat it actually looks like to emotionally detach from money and make decisions from strategy, not emotionWhy Matt redefines financial freedom as emotional detachment — not a number in an accountThe "freshman phenomenon" analogy that explains why most people stay financially stuck their whole livesWhat both Matt and Lisa Marie learned about identity and resilience during their deepest financial valley seasonsHow to reconstruct your money story with more freedom and less fearGuest Information: Matt Morizio is the founder of Reconstructing Wealth, a fee-only wealth management firm that helps purpose-driven providers align their money with their mission. After five years in the minor leagues with the Kansas City Royals, Matt transitioned from pro baseball to financial advising, bringing the same discipline and drive to helping clients build wealth with purpose. His approach combines practical financial strategies with mindset shifts to help clients move from financial confusion to clarity. As a husband, father of seven, and someone who has always gone against the grain, Matt is passionate about helping others break free from fear-based money habits and step into a life of intentional abundance. Connect with Matt: Website: www.reconstructingwealth.comInstagram: @mattmorizioFree Course — Transforming Your Relationship with Money (3-part video series): https://theideallife.com/register/reconstructing-wealth/Resources The Seven Money Pitfalls email seriesMoney Movz™ Voxer Coaching Transcendent Wealth CoFollow Lisa Marie on your favorite social platform: FacebookInstagramLinkedInTranscendent Wealth Co. LLC https://www.transcendentwealthco.com

    How Surrender, Generosity, and Emotional Detachment Create Real Financial Freedom with Matt Morizio
  4. Jul 2

    From Invisible to Magnetic: The Branding Strategy That Builds Real Wealth with Rich Kozak

    Rich Kozak has spent 49 years defining and languaging brands, first for global corporations, and then for the heart-centered entrepreneurs he felt called to serve. In this conversation, he and Lisa Marie talk about why most brands fall flat, what it actually means for your revenue when they do, and how getting crystal clear on the perception you create is what turns your purpose into consistent profit. In this episode: Why Rich walked away from a high-earning corporate career at 50, and what happened nextThe two most common pieces of brand clarity that are missing, and how both connect directly to cash flowWhy your brand is the perception in the mind of the people you most want to impact, not what you think it isThe biggest branding mistake keeping entrepreneurs broke or invisible: inconsistencyWhat "money is a magnifier" actually means and why it matters for impact-driven entrepreneursHow letting go of control and leading with faith has shaped Rich's business and his clients'The concept of an umbrella brand and why it can change everything for experts who know there's moreReal client stories: how clarity created brands that felt like the most comfortable suit they'd ever wornRich Kozak is a strategic mentor for individual brands with 49 years of experience defining and languaging brands. Certified as a Global Branding Consultant, Rich worked with partners worldwide before shifting his focus to heart-centered entrepreneurs, professionals, experts, and authors, helping them evolve their top-level umbrella brands with the clarity that aligns everything they say and do. Connect with Rich Kozak: Website: richbrands.orgFacebook: facebook.com/richbrandsrkLinkedIn: linkedin.com/in/richkozakrichbrandsFree Brand Clarity Session: calendly.com/richbrands — Book a free 30-minute conversationResources The Seven Money Pitfalls email seriesMoney Movz™ Voxer Coaching Transcendent Wealth CoFollow Lisa Marie on your favorite social platform: FacebookInstagramLinkedInTranscendent Wealth Co. LLC https://www.transcendentwealthco.com

    From Invisible to Magnetic: The Branding Strategy That Builds Real Wealth with Rich Kozak
  5. Jun 25

    Debt Is Not a Life Sentence: Eliminating Debt Faster with Andy Bennetts

    What if you could pay off your mortgage, your car loan, and your credit cards in 5–7 years instead of 30? Andy Bennetts says it's not magic, it's math. And the banks would prefer you never find out. Andy Bennetts is the founder of Empower Wealth Solutions and a former educator who now helps families and entrepreneurs eliminate debt faster using what he calls a Financial GPS. A proven, dynamic system that calculates the mathematically fastest path to debt freedom without budgeting gimmicks, refinancing tricks, or sacrificing quality of life. In this episode, Andy joins Lisa Marie for a candid, grounding conversation about debt, stewardship, faith, and why so many people have accepted the lie that debt is just a way of life. What you'll hear in this episode: Why debt is a uniquely American problem, and the conditioning that keeps people stuckThe difference between APR and TIP (total interest percentage), and why the bank never volunteers this informationHow a Financial GPS works differently from the snowball or avalanche methodWhy "you can't tame what you can't name" applies directly to your debtWhat Andy's own numbers looked like when he found this system: 15 years off his mortgage, $150,000 back in his pocketHow faith and stewardship show up in Andy's approach to helping people with their financesThe mindset shift from working harder to working smarter with your moneyWhat Lisa Marie actually does with her own finances to avoid giving the bank more than she has toOn a 6% 30-year mortgage, you don't pay more in principal than interest until year 21. The banks are not in a hurry for you to know that. Andy is. Connect with Andy Bennetts: Website: EmpowerWealth.SolutionsYouTube: youtube.com/@Empower-Wealth-2024Facebook: facebook.com/empowerwealthsolutions Ready to find your debt-free date? Book a free Empower Wealth Game Plan at EmpowerWealth.Solutions. You'll walk away with a clear, personalized roadmap to get debt behind you and wealth before you. Resources The Seven Money Pitfalls email seriesMoney Movz™ Voxer Coaching Transcendent Wealth CoResources The Seven Money Pitfalls email seriesMoney Movz™ Voxer Coaching Transcendent Wealth CoFollow Lisa Marie on your favorite social platform: FacebookInstagramLinkedInTranscendent Wealth Co. LLC https://www.transcendentwealthco.com

    Debt Is Not a Life Sentence: Eliminating Debt Faster with Andy Bennetts
  6. Jun 23

    Debt Doesn't Make You Bad With Money And It's Time We Talked About It!

    We need to talk about debt. Business debt. The kind that shows up with shame already attached, even when it's being handled strategically. In this episode, Lisa Marie gets personal about her own experience carrying a business line of credit for the first time, what it felt like even as someone who teaches this, and why the old stories showed up anyway. This conversation is for every entrepreneur who has been managing their debt quietly, alone, and wondering what it says about them. What you'll hear in this episode: The crucial difference between strategic debt and avoidance debt, and why most people have never had it broken down in plain termsWhy normalizing debt is not the same as being comfortable staying stuck in itLisa Marie's honest account of using a business line of credit in 2024 and 2025, including the anxiety, the shame spiral, and the question that broke through all of itWhy you cannot manage money well from a place of fearThree practical steps to take if you're carrying business debt right nowThe narrative that society puts on debt is not yours to carry. You just have to decide to put it down. Ready to stop managing your debt alone? Money Movz™ Voxer Coaching gives you two full weeks of direct access to Lisa Marie. You'll look at your debt, your cash flow, and what's actually happening in your business — and build a clear, strategic, shame-free plan that's aligned with you. No judgment, no lecture. Just strategy, clarity, and someone in your corner who's been exactly where you are. Resources The Seven Money Pitfalls email seriesMoney Movz™ Voxer Coaching Transcendent Wealth CoResources The Seven Money Pitfalls email seriesMoney Movz™ Voxer Coaching Transcendent Wealth CoFollow Lisa Marie on your favorite social platform: FacebookInstagramLinkedInTranscendent Wealth Co. LLC https://www.transcendentwealthco.com

    Debt Doesn't Make You Bad With Money And It's Time We Talked About It!
5
out of 5
35 Ratings

About

Are you a female entrepreneur, creator, or business owner who is tired of the traditional, hush-hush attitude around money? If you're craving real talk about building wealth, fixing profit leaks, and achieving financial clarity without the burnout, the Cash and Sass™ podcast was created for you. I'm Lisa Marie (aka the "Sassy Wealth Queen"), a Fractional CFO, wealth mentor, and founder of Transcendent Wealth Co. I'm not just a podcast host—I'm a fellow entrepreneur who took my own business from surviving on food stamps to scaling to six figures and beyond. Now, I'm on a mission to help you master the art of making, managing, and multiplying your money. Each week, we dive into the money conversations you’ve been searching for. On Tuesdays, I go solo to deliver actionable financial strategies. On Thursdays, I’m joined by a squad of powerhouse guests who fearlessly share their stories and expertise on everything from money mindset to cash flow management. No topic is off-limits. This is your judgment-free zone to finally build a powerful and profitable relationship with your money. If you're ready to break free from the money taboo and have the candid cash-versations™ that lead to real results, buckle up. It’s time to revolutionize your wealth. Let the sassiness begin!