Tales With Taylor

Taylor Wellman

A fun, spirited interview podcast where successful entrepreneurs and business owners share their most captivating stories over their favorite cocktails. A delightful blend of life-changing advice, nostalgic reflections, and a dash of humor. Hosted by Taylor Wellman of Financial Potion video marketing in Mesa, Arizona. Each episode of Tales With Taylor brings you a cocktail of inspiring tales. Our guests open up about the best advice they've ever received, offering you valuable insights that could transform your life and business.

  1. How To Have a Perfect Personal or Business Event with Joy Johnson ~ Tales with Taylor Episode 63

    5D AGO

    How To Have a Perfect Personal or Business Event with Joy Johnson ~ Tales with Taylor Episode 63

    On Tales with Taylor episode 63 you'll get to meet Joy Johnson and learn how to have a perfect personal or business/corporate event. In this episode of Tales with Taylor, host Taylor Wellman sits down with Joy Johnson, founder of a full-service event planning and management company that has brought nearly 300 memorable occasions to life since its launch in 2001. What began as an accidental calling — planning high-profile events for an NBA team and their wives shortly after Joy married young right out of college — quickly blossomed into a thriving career that has taken her across the country planning philanthropic galas and everything in between. Joy opens up about how her psychology degree, though seemingly unrelated, became one of her greatest professional assets when it comes to understanding clients, managing expectations, and eliminating the stress that so often comes with planning life's biggest moments. Her company is built on a simple but powerful promise: to handle every detail from conception to completion — or simply step in on event day to manage what you've already put together. Whether you're planning a wedding, a corporate affair, or a once-in-a-lifetime celebration, Joy's story is a masterclass in turning an unexpected opportunity into a purposeful career. Tune in to hear how one party changed everything. See all the show notes: https://taleswithtaylor.com/

    47 min
  2. What Nobody Taught You About Adulting (But Should Have) with Lee Woodward on Tales with Taylor Ep.62

    MAR 10

    What Nobody Taught You About Adulting (But Should Have) with Lee Woodward on Tales with Taylor Ep.62

    Feeling like everyone else got a handbook for adult life that you somehow missed? You're not alone—and this episode is here to help. Taylor sits down with Lee Woodward, Fortune 100 executive turned Adulting Coach and founder of Simplify Adulting, a movement helping Gen Z go from adulting stress to adulting success. After spending decades leading global teams and building learning and development systems for over 120,000 employees, Lee made a pivot that felt personal: helping twenty-somethings find their footing in a world that's overwhelming, fast-moving, and painfully expensive. As a mom of two Gen Z co-founders, she's not just coaching from a distance—she has a front-row seat to the exact challenges you're navigating every day. In this conversation, Lee and Taylor dig into the money traps modern life makes dangerously easy to fall into—think "buy now, pay later" apps like Klarna and Afterpay and the false sense of financial freedom they create. They talk about why facing your finances head-on (yes, actually looking at the numbers) is less scary than avoiding them, and how breaking intimidating problems into small, manageable steps can completely change the way you move through life. Lee also shares her big-picture framework for cutting through the noise: when there are a million things you could do, how do you find the three you actually need to do? Plus, if you have kids or plan to someday, Lee offers a refreshingly practical take on raising financially literate children in a world where Roblox and in-app purchases are their first introduction to spending. Whether you're trying to get your budget under control, build confidence in your career, or just feel less behind—this episode is your reminder that confidence isn't about perfection. It's about practice. In This Episode: Why "buy now, pay later" apps are more dangerous than they seemHow to stop avoiding scary financial realities and face your numbers with clarityThe power of an accountability partner when building new habitsLee's strategy for focusing on what actually moves the needleTeaching kids about money early—and meeting them where they areLearn more about Lee and get all the show notes: https://taleswithtaylor.com/

    57 min
  3. How To Inspire & Lead Teams To Your North Star with John Kloian on Tales with Taylor Ep 61

    MAR 3

    How To Inspire & Lead Teams To Your North Star with John Kloian on Tales with Taylor Ep 61

    What separates a great plan from a great business? Execution — and that starts with how you lead, how you communicate, and who you choose to build with. In this episode, Taylor Wellman sits down with John Kloain of The Gap View — a servant leader, strategic partner, and firm believer that givers get. John has built his career around a simple but powerful idea: when you focus on helping others find their best selves, the results take care of themselves. John and Taylor unpack what it really means to lead a team toward a shared vision. You can have the most brilliant strategy in the room, but if your people don't understand the why behind it, it goes nowhere. Great leadership isn't about having all the answers — it's about bringing others along for the journey. They also get into the mindset shift that changes everything: seeing business not as a series of transactions, but as an infinite journey built on genuine partnerships. That philosophy shapes how John helps organizations align their people, streamline their processes, and leverage technology to reduce chaos and maximize results. And for anyone thinking about taking on a business partner — this one's for you. John shares what to really evaluate before going all in: aligned goals, a shared worldview, and a clear answer to the question, are we actually working toward the same thing? Whether you're a founder scaling a team, a leader navigating complexity, or someone who just wants to build something that lasts — John's insights will challenge how you think about leadership, partnerships, and the long game. Get all the show notes at: https://taleswithtaylor.com/

    50 min
  4. FEB 24

    How To Navigate Technology As A Business Owner with Karin Crawford ~ Tales with Taylor Ep 60

    What does arranging flowers have to do with navigating the ever-evolving world of business technology? More than you might think! In this episode, host Taylor Wellman sits down with Karin Crawford — small business champion, tech solutions expert, and former florist — for a conversation that is equal parts inspiring and practical.Karin shares what it was really like running a floral business, the lessons it taught her about creativity, resilience, and serving others, and how those experiences laid the foundation for her next chapter. From the fragrant world of fresh blooms to the fast-moving landscape of software, cybersecurity, communications, and smart business systems, Karin's journey is proof that the skills you build in one business can absolutely fuel success in the next.With a background spanning both non-profit and small business, and a deep grounding in faith, nature, and collaboration, Karin has a rare gift for sitting alongside business owners right where they are — helping them cut through the overwhelm of technology and turn their biggest frustrations into their greatest opportunities for growth.Taylor and Karin dig into the tools and tech that small businesses actually need, how to vet the right solutions without wasting time or money, and what it truly takes to make a bold pivot from one business to another with clarity and confidence.Whether you're a small business owner feeling stuck, curious about better tech solutions, or standing at your own crossroads wondering what's next — this conversation was made for you.See all the show notes: https://taleswithtaylor.com/

    46 min

About

A fun, spirited interview podcast where successful entrepreneurs and business owners share their most captivating stories over their favorite cocktails. A delightful blend of life-changing advice, nostalgic reflections, and a dash of humor. Hosted by Taylor Wellman of Financial Potion video marketing in Mesa, Arizona. Each episode of Tales With Taylor brings you a cocktail of inspiring tales. Our guests open up about the best advice they've ever received, offering you valuable insights that could transform your life and business.