In this episode of the "Cash and Sass" podcast, host Lisa Marie Robinson welcomes financial expert Monica Kaufman. They delve into the complexities of building and maintaining wealth, especially amidst life's challenges. Monica, with over 20 years of experience in the financial industry, shares her insights on sustainable wealth management, emphasizing the importance of aligning financial decisions with personal values. They discuss practical strategies like conducting financial audits, the significance of emergency funds, and the necessity of proper documentation such as wills and medical power of attorney

• Importance of financial planning and wealth management
• Aligning financial decisions with personal values
• Building and sustaining wealth amidst life's challenges
• The role of mindset and emotional regulation in financial success
• Understanding the relationship with money and its impact on financial decisions
• Identifying and addressing "money leaks" in personal finances
• The significance of having an emergency fund and managing debt
• The necessity of proper financial documentation (e.g., wills, power of attorney)
• The concept of financial freedom and living life on one's own terms
• The importance of proactive measures in financial planning and health
  
  
  

With over 20 years in the financial industry, including roles at Merrill Lynch and Goldman Sachs/AYCO, and currently serving as the Director of Financial Planning at Harmony Asset Management, Monica brings a wealth of expertise and insight to every financial journey. As a CFP® professional, she is dedicated to guiding clients through the complexities of building sustainable wealth. As a mother of two adult sons and two beloved rescue dogs, Monica understands the importance of stability despite the challenges of life wtiin a family and planning for the future. She has seen firsthand that financial freedom goes beyond earning—it requires learning to make money work for you and transforming income into lasting wealth. She views money as a tool that anyone can master to create the life they truly want. Having walked this path herself, she’s had the privilege of guiding many others along the way. She understands the challenges involved and is passionate about empowering people to take control, gain confidence, and build the futures they envision.

www.harmonywealthacademy.com

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The Sassy Wealth Coach™

https://www.thesassywealthcoach.com

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In this episode of "Cash and Sass," host Lisa Marie Robinson, founder of the Transcendent Wealth Company, converses with Christian Brim, a CPA with over 25 years of experience. They delve into the complexities of financial well-being, emphasizing a holistic approach to wealth. Lisa and Christian share personal stories of financial challenges, including bankruptcy, and discuss the importance of understanding money mindset. They highlight the need for continuous personal growth, defining financial "enough," and leveraging creativity in business. The episode underscores the significance of aligning financial goals with personal values and fostering a healthy relationship with money.

• Importance of a holistic approach to financial well-being
• Personal experiences with financial challenges, including bankruptcy and emotional impacts
• Understanding and addressing money mindset and its effects on financial decisions
• Redefining wealth beyond monetary success, including emotional security and generational wealth
• The concept of "enough" in financial terms and setting specific goals aligned with personal values
• Tailored financial management strategies for creatives and the role of creativity in business
• The connection between personal growth and business success
• Embracing change and uncertainty as essential for growth
• Resources for financial education and empowerment
• Cultivating a healthy relationship with money and viewing it as a tool for freedom and fulfillment

Christian has been helping business owners for over 25 years with their finances. He grew up in a family business that eventually went bankrupt. Seeing the devastation it caused for his family, he knew that it didn't have to be that way. Christian’s life mission has been to help businesses with their finances.

https://christianbrim.com/

https://www.linkedin.com/in/christianbrim/

Ready to write a new money story? Book a Wealth Creation Call HERE

Please share, subscribe, and review our show. Doing so helps others who need this information find it and benefit from these empowering and sassy convos about money.

The Sassy Wealth Coach™

https://www.thesassywealthcoach.com

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In this episode of "Cash and Sass," host Lisa Marie Robinson, the "sassy wealth queen" and founder of Transcendent Wealth, converses with business law attorney Matthew Fornaro. They explore essential financial and legal strategies for small business owners. Key topics include the importance of budgeting, cash flow management, and maintaining clear boundaries between personal and business finances to avoid legal complications. Matthew emphasizes the need for legal protections and professional guidance, while Lisa shares practical tips on financial planning. Together, they provide actionable insights to help entrepreneurs achieve long-term success and avoid potential pitfalls.

• Importance of financial management and budgeting for small business owners
• Legal considerations and protections for entrepreneurs
• Strategies for effective cash flow management
• Risks associated with commingling personal and business funds
• Necessity of maintaining clear financial records for legal protection
• Value of professional guidance from attorneys and accountants
• Establishing a financial roadmap to delineate personal and business expenses
• Importance of setting aside funds for legal and tax obligations
• Compliance with IRS regulations for business owners
• Building relationships with legal professionals for business support

Matthew Fornaro has been a business law attorney serving South Florida, including Coral Springs and Parkland, since 2003. Before starting his law firm, he was an attorney at two prestigious AmLaw 200 law firms focusing on civil litigation. Matthew practices complex commercial litigation, including contract disputes. Matthew, a member of the Florida Bar and District of Columbia Bar, also practices construction law, intellectual property law, homeowner and condominium association representation, and drafts and revises of business documents, including the formation of business organizations. Matthew assists new business owners in choosing and drafting all legally required documents. Matthew is involved in mentoring new attorneys, as both a graduate and instructor of the Kaufman Foundation’s FastTrac NewVenture Program, presented by the Broward County Office of Economic and Small Business Development and the City of Hollywood, as well as a graduate and instructor for the Florida State University College of Business Jim Moran Institute for Global Entrepreneurship Small Business Executive Program. As a small business owner himself, Matthew is proud of his representation of businesses in our community and is also available to assist in all transactional and litigation needs.

https://fornarolegal.com
https://www.facebook.com/fornarolegal

Ready to write a new money story? Book a Wealth Creation Call HERE

Please share, subscribe, and review our show. Doing so helps others who need this information find it and benefit from these empowering and sassy convos about money.

The Sassy Wealth Coach™

https://www.thesassywealthcoach.com

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