Lady Money

Teresa Mitchell
  • 5.0 (5)
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Do you think money and investing are difficult, confusing and flat out overwhelming? As a financial planner for almost 20 years, I have found that women often get stuck when it comes to the investing side of personal finances. Unfortunately, putting off taking charge of your financial situation can make it a lot harder to achieve financial security and independence when you need it the most. Women are smart but at some level we realize we are not in control and it undermines our sense of wellbeing. If you are ready to make a change or just want some great financial tips join me for weekly Lady Money – Tips in Ten and monthly for a deeper-dive interview with financial professionals and women who have started on the journey to full financial empowerment. And if you like this podcast, explore my women’s financial coaching program – Lady Money, LLC by emailing me at teresa@lady-money.com.

  1. Tips in Ten - Overcoming Money Disempowerment

    04/19/2022

    Tips in Ten - Overcoming Money Disempowerment

    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

    11 min
  2. Tips in Ten - Adopting a Growth Mindset

    03/23/2022

    Tips in Ten - Adopting a Growth Mindset

    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

    9 min
  3. An Abundant Mindset - an Interview with coach Heather Picard

    11/15/2021

    An Abundant Mindset - an Interview with coach Heather Picard

    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

    42 min
  4. Tips in Ten - Achieving Financial Security

    10/12/2021

    Tips in Ten - Achieving Financial 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: 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/

    11 min
  5. Tips in Ten - Common Money Mistakes

    09/21/2021

    Tips in Ten - Common Money Mistakes

    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

    10 min
  6. Common Financial Mistakes -- an interview with advisor Frances Harkins

    09/01/2021

    Common Financial Mistakes -- an interview with advisor Frances Harkins

    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

    40 min
  7. Tips in Ten - Achieving Your Full Potential

    08/06/2021

    Tips in Ten - Achieving Your Full Potential

    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/

    9 min
  8. Tips in Ten - Know Your Financial Situation

    07/23/2021

    Tips in Ten - Know Your Financial Situation

    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/

    8 min
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5
out of 5
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About

Do you think money and investing are difficult, confusing and flat out overwhelming? As a financial planner for almost 20 years, I have found that women often get stuck when it comes to the investing side of personal finances. Unfortunately, putting off taking charge of your financial situation can make it a lot harder to achieve financial security and independence when you need it the most. Women are smart but at some level we realize we are not in control and it undermines our sense of wellbeing. If you are ready to make a change or just want some great financial tips join me for weekly Lady Money – Tips in Ten and monthly for a deeper-dive interview with financial professionals and women who have started on the journey to full financial empowerment. And if you like this podcast, explore my women’s financial coaching program – Lady Money, LLC by emailing me at teresa@lady-money.com.

Information

  • Creator
    Teresa Mitchell
  • Years Active
    2021 - 2022
  • Episodes
    15
  • Rating
    Clean
  • Copyright
    © 2022 Lady Money, LLC
  • Show Website
    Lady Money