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  • Small Ways You're Losing Money in Business (and how to catch them)
    2026/03/24

    Most profit leaks don't scream. They whisper. In this solo episode, Lisa Marie reveals why the biggest money drains in your business aren't dramatic overspending or bad investments, but subtle misalignments that develop over time. She breaks down how smart decisions become expensive habits, why growth can mask inefficiencies, and the three questions that will help you catch leaks before they drain your profits.


    Key Learning Points

    • Profit Leaks vs. Overspending - Most leaks aren't about spending too much, but spending without current alignment
    • The Evolution Problem - Smart decisions become leaks when business needs change, but spending doesn't evolve
    • Three Reasons Leaks Stay Invisible - Familiarity, justification, and growth masking inefficiencies
    • The 40% Revenue Growth Mystery - Real client example of revenue increasing while take-home pay stayed flat
    • Misaligned vs. Reckless - Understanding the difference between irresponsible spending and outdated alignment
    • Trust Erosion - How leaks drain confidence and create internal friction beyond just money
    • The Rebuilding Question - "If I were rebuilding my business today, would I choose this expense again?"
    • The 90-Day Review - Why regular alignment checks prevent small leaks from becoming big drains


    Memorable Quotes

    "Most profit leaks are very subtle. They don't scream, they whisper, and that's exactly why they stick around." - Why leaks go unnoticed

    "A profit leak isn't about spending too much. It's about spending without current alignment." - Redefining what leaks actually are

    "Most leaks don't begin as mistakes. They begin as smart decisions." - How good choices become expensive habits

    "She didn't need to make more money. She needed to realign existing money." - The key insight about profit optimization

    "Leaks don't just drain your profit, they drain trust." - The hidden psychological cost

    "More sales will not fix misaligned spending." - Why revenue isn't the solution

    "When money is aligned with your current priorities, it feels lighter." - The emotional benefit of alignment


    Action Steps from This Episode

    1. Review recurring expenses. Look at subscriptions, retainers, and monthly services only
    2. Ask three key questions for each expense:
      • Does this solve a current problem?
      • Is it generating value equal to or greater than its cost?
      • If I had to justify this out loud today, could I?
    3. Don't cancel immediately. Just observe and note your answers.
    4. Schedule quarterly reviews.
    5. Focus on intentionality. Remove habit from spending decisions.


    Resources Mentioned

    • The Seven Money Pitfalls email series
    • Free Wealth Alignment Call with Lisa Marie
    • Cash and Sass™ Podcast Newsletter
    • Transcendent Wealth Co services

    Follow Lisa Marie on your favorite social platform:

    • Facebook
    • Instagram
    • LinkedIn

    Transcendent Wealth Co. LLC
    https://www.transcendentwealthco.com

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    13 分
  • Wealth Protection and Money Trauma Healing with Amanda Cassar
    2026/03/19

    Wealth isn't just about scaling and growing. It's about protection. Amanda Cassar, globally recognized financial expert and founder of the Financial Abuse Specialist course, joins Lisa to discuss financial abuse, ethical investing, and breaking generational money trauma. This conversation covers everything from recognizing early warning signs of financial control to the boring-but-powerful truth about building lasting wealth.


    Key Learning Points

    • Financial Abuse Statistics - One in six women and one in 13 men admit to experiencing financial abuse at least once
    • The Gradual Nature of Financial Control - It doesn't start with obvious red flags, but gradual undermining and slow erosion of independence
    • Early Warning Signs - Giving up all financial control, not knowing bank details, or having no interest in money management
    • Essential Money Conversations - Couples need to discuss money beliefs, contribution expectations, and financial roles early in relationships
    • The Importance of Financial Knowledge - Staying informed about finances even when someone else manages them
    • Ethical Investing - Aligning investments with personal values and understanding what your money supports
    • The Boring Truth About Wealth - Real wealth building is about knowing numbers, living within means, and consistent habits
    • Protection vs. Growth - Why wealth protection is as important as wealth accumulation

    Guest Information

    Amanda Cassar is a globally recognized financial expert, author, and advocate for vulnerable clients. She's the founder of two businesses and creator of the Financial Abuse Specialist course. Amanda specializes in helping people understand and prevent financial abuse while building ethical wealth strategies.

    Connect with Amanda:

    LinkedIn: Amanda Cassar

    Free Offer: Ethical Investment Questionnaire: helps you determine what's important to you in aligning your investments with your values.

    Book your Wealth Alignment Call with Lisa Marie to get clarity about protecting and growing your wealth strategically and emotionally.


    Resources Mentioned

    • Ethical Investment Questionnaire
    • Free Wealth Alignment Call with Lisa Marie
    • Cash and Sass™ Podcast Newsletter
    • Transcendent Wealth Co services
    • The Seven Money Pitfalls email series

    Follow Lisa Marie on your favorite social platform:

    • Facebook
    • Instagram
    • LinkedIn

    Transcendent Wealth Co. LLC
    https://www.transcendentwealthco.com

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    42 分
  • The Hidden Cost of Financial Fog (& how to get clarity again)
    2026/03/17

    Financial fog doesn't look like bankruptcy or bounced payments. It looks like constant low-grade pressure, money always running in your mental background, and feeling unstable even when you're making good money. In this solo episode, Lisa Marie breaks down the three hidden costs of financial fog and why more revenue won't fix the problem.


    Key Learning Points

    • The Three Costs of Financial Fog - Mental bandwidth drain, decision fatigue, and leadership erosion that happen even when you're making good money
    • Why More Revenue Doesn't Help - Without structure, more revenue just amplifies the fog and makes decisions feel more expensive
    • Mental Bandwidth Drain - When money isn't clear, you replay decisions, recalculate purchases, and run numbers in the background constantly
    • Decision Fatigue - Every financial choice feels amplified when clarity is low, making even small decisions feel high-stakes
    • Leadership Erosion - Financial fog erodes confidence internally, causing you to doubt yourself and hesitate on expansion
    • The Real Problem - Financial fog isn't about numbers, it's about unresolved decisions that create mental loops
    • The Clarity Solution - Identifying one financial decision that's consuming mental space and naming it to start reducing fog


    Memorable Quotes

    "Financial fog doesn't usually show up as a crisis. Instead, it looks like constant low-grade pressure, money always somewhere in your mental background." - Defining financial fog

    "If you didn't build clarity at 10K months, you won't magically feel clear at 50K months. Income scales pressure, clarity scales confidence." - Why revenue doesn't fix fog

    "Financial fog isn't about numbers. It's about unresolved decisions." - The root cause revealed

    "When clarity is low, even small financial choices feel amplified. Everything feels like high stakes." - The decision fatigue trap

    "Knowledge is power. Knowledge gives you clarity, and clarity reduces stress and chaos." - Why naming problems helps


    Action Steps from This Episode

    1. Take 10 minutes to write down three money decisions that feel heaviest right now
    2. Circle the one that's consuming the most mental space
    3. Don't solve it yet, just name it to start reducing ambiguity
    4. Notice patterns. What financial decisions do you repeatedly revisit?
    5. Ask better questions. Shift from "How much is there?" to "What decisions need my attention?"


    Resources Mentioned

    • Free Wealth Alignment Call with Lisa Marie
    • Cash and Sass™ Podcast Newsletter
    • Transcendent Wealth Co services
    • The Seven Money Pitfalls email series

    Follow Lisa Marie on your favorite social platform:

    • Facebook
    • Instagram
    • LinkedIn

    Transcendent Wealth Co. LLC
    https://www.transcendentwealthco.com

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    15 分
  • Stop Winging It and Start Building Systems That Pay You with Kelly Leardon
    2026/03/12

    Tired of winging it in your business? Ready to build systems that actually pay you instead of just keeping you busy? Kelly Leardon, business coach, strategist, and founder of Walk Like Warriors, is here to show you how to stop the chaos and start building a business that works for your actual life.

    Kelly helps high-achieving women entrepreneurs stop winging it, reclaim their time, and create systems that protect their profit. In this conversation, she breaks down why margin is the real millionaire move, how to build systems for the mom brain, and why you can have time freedom and money freedom, just not both at massive scale.


    Key Learning Points

    • Stop Winging It Mentality - Moving from reactive chaos to proactive systems that actually work
    • Systems That Pay You - Building processes that protect profit instead of just creating busy work
    • Margin vs. Scale - You can have time freedom and money freedom, but not both at massive scale - choose what matters most
    • Women vs. Men in Business - Women want both time freedom and money freedom; men often sacrifice time freedom for money freedom
    • Systems for "Squirrel Brain" - Creating processes that work for ADHD, perimenopause brain, and mom brain
    • The $8,000 VA Story - How hiring the right person and paying them well can save and make you money
    • Value-Based Compensation - "A worker is worthy of their wages" - pay people for the value they bring
    • Done by 3 PM Goal - Building a business that allows you to be present for what matters most

    Guest Information

    Kelly Leardon is a business coach, strategist, and founder of Walk Like Warriors. She specializes in helping high-achieving women entrepreneurs stop winging it, reclaim their time, and create systems that protect their profit. After years as a fractional director of operations, she pivoted to serve women who want both time freedom and money freedom, not just one or the other.

    Connect with Kelly:

    • Website: walklikewarriors.com
    • Instagram: @walk_like_warriors (coaches for free Monday-Friday in Stories)

    Free Offer: Hyper Efficiency Guide - available through the big pink button at walklikewarriors.com with systems for saving time and protecting profit.

    Book your Wealth Alignment Call with Lisa Marie to look at your cash flow, profit leaks, and systems so you can stop feeling busy and start feeling bankable.


    Resources

    • Hyper Efficiency Guide
    • Free Wealth Alignment Call with Lisa Marie
    • Cash and Sass™ Podcast Newsletter
    • Transcendent Wealth Co services
    • The Seven Money Pitfalls email series

    Follow Lisa Marie on your favorite social platform:

    • Facebook
    • Instagram
    • LinkedIn

    Transcendent Wealth Co. LLC
    https://www.transcendentwealthco.com

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    41 分
  • The #1 Mistake Creators Make with Money
    2026/03/10

    Even successful creators and business owners who earn good money make this critical mistake, which creates stress, instability, and second-guessing. In this solo episode, Lisa Marie reveals the #1 mistake they make: treating money as isolated events rather than recognizing the living patterns that actually drive financial stability.

    Through practical examples and real scenarios, she breaks down why snapshot thinking keeps you on an emotional roller coaster with your finances, and how pattern awareness transforms panic into predictability. This episode will shift you from reacting to individual transactions to understanding the rhythm of your money flow.


    Key Learning Points

    • Snapshot vs. Pattern Thinking - Most people experience money moment by moment (good month = safe, slow month = scary) instead of seeing the bigger picture
    • The Roller Coaster Effect - When your nervous system rides your transactions like a roller coaster, every fluctuation feels personal and urgent
    • Pattern Blindness - Without understanding your money's natural rhythm, you make emotional decisions based on single data points
    • The Revenue Rhythm Example - A $14K month looks like failure in isolation, but normal when you see the 12-month pattern of highs and lows
    • Context Creates Leadership - When you have reference points and patterns, you move from reactive to strategic decision-making
    • Pattern vs. Prediction - Pattern awareness isn't about predicting perfectly, it's about knowing what's normal for YOUR business
    • More Reference Points, Not Revenue - Most business owners don't need more money; they need more context to make better decisions
    • The Right Question - Instead of "How much is there?" ask "How does this compare to my normal?"


    Action Steps from This Episode

    1. Look at your last 6-12 months of revenue data
    2. Calculate your average monthly revenue to establish a baseline
    3. Identify your average monthly baseline expenses (recurring costs)
    4. Map natural dips and spikes to see your rhythm
    5. Observe without judgment - this is about gathering information, not self-criticism
    6. Change your question from "How much is there?" to "How does this compare to my normal?"


    Resources

    • Free Wealth Alignment Call with Lisa Marie
    • Cash and Sass™ Podcast Newsletter
    • Transcendent Wealth Co services
    • The Seven Money Pitfalls email series

    Follow Lisa Marie on your favorite social platform:

    • Facebook
    • Instagram
    • LinkedIn

    Transcendent Wealth Co. LLC
    https://www.transcendentwealthco.com

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    11 分
  • "Where Did a Million Dollars Go?" - The Brutal Truth About Revenue vs Profit with Leanne Ozaine
    2026/03/05

    What happens when you make over a million dollars in revenue and still can't help your spouse pay the mortgage? Leanne Ozaine, profit coach and creator of the Two Number Method, lived this nightmare and discovered the difference between revenue and profit.

    In this conversation, Leanne shares the dark moment her husband asked where a million dollars went, the banking exercise that revealed the truth, and her "Yes Test" that separates true business investments from business spending with good stories. This episode will blow up the biggest money lie in business: that making more money will solve your cash flow problems.


    Key Learning Points

    • The Million Dollar Paradox - How to make over $1 million in revenue and still have zero profit to show for it
    • The Banking Exercise - Going line by line through bank statements with one question: "Would I spend this money again in a heartbeat?"
    • The Yes Test - Separating true business investments (dollars that come back with friends) from business spending with good stories
    • Revenue vs. Profit Psychology - Why high revenue with low profit is not success, despite what business culture tells us
    • The Two Number Method - Tracking both revenue and profit as equally important metrics
    • Books vs. Bank Statements - Why your P&L shows where money went by categories, but bank statements show the results and intent
    • Investment vs. Spending - The difference between money that multiplies and money that disappears with a good story

    Guest Information

    Leanne Ozaine is a profit coach and creator of the Two Number Method. After making over a million dollars in revenue and nearly losing everything, she developed a system that helps business owners distinguish between true investments and business spending with good stories. Her approach focuses on profit psychology and the truth about what really drives sustainable business growth.

    Connect with Leanne:

    • Website: www.profitwithleanne.com
    • Free Resource: The Profit Paradox Guide at gift.profitwithleanne.com

    Book your Wealth Alignment Call with Lisa Marie to examine your cash flow, profit leaks, and systems.


    Resources Mentioned

    • The Two Number Method
    • The Profit Paradox Guide
    • The "Yes Test" for evaluating expenses
    • Free Wealth Alignment Call with Lisa Marie
    • Transcendent Wealth Co services

    Follow Lisa Marie on your favorite social platform:

    • Facebook
    • Instagram
    • LinkedIn

    Transcendent Wealth Co. LLC
    https://www.transcendentwealthco.com

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    53 分
  • The Difference Between Making & Managing Money (& how to decrease your financial stress)
    2026/03/03

    Ever had a strong revenue month but still felt anxious instead of celebrating? You're experiencing the gap between making money and managing money. In this solo episode, Lisa Marie breaks down why these are two completely different skill sets and why mastering one while ignoring the other leaves even high-earning business owners feeling unsettled.

    Through real scenarios and practical insights, she reveals why your bank balance doesn't tell the whole story, how "undefined money equals uncertainty," and the one question that will change how you see your finances for good.


    Key Learning Points

    • Making vs. Managing Money - Two completely different skill sets: making is about visibility and growth, managing is about allocation and clarity
    • The Bank Balance Illusion - Your total balance isn't your available balance - your brain treats all money as "fully yours" even when it's already committed
    • Why Undefined Money Creates Stress - When dollars lack direction, your nervous system stays braced asking, "Will I have enough for taxes/payroll/myself?"
    • The Power of Money Jobs - When every dollar has a purpose, your nervous system relaxes because uncertainty disappears
    • The Real-Life Scenario - Why a $65K month can feel stressful instead of celebratory without proper allocation clarity
    • From Accidental Income to Intentional Wealth - Growth feels powerful instead of scary when managing grows alongside making
    • Leadership Requires Both - Momentum AND direction are essential for sustainable business growth


    Memorable Quotes

    "Making money and managing money are two completely different skill sets, and most business owners master one while ignoring the other." - The fundamental disconnect

    "Money feels very loud when it lacks direction. If every dollar has a purpose, your nervous system relaxes." - Why allocation creates calm

    "Your brain treats that number like it's fully yours even when it's not. When you make decisions based on what you're seeing, you're operating off incomplete information." - The bank balance trap

    "Undefined money equals uncertainty. And uncertainty equals stress." - The anxiety equation

    "Stop asking 'how much did I make?' Instead, start asking 'what job does this money need to do?' That one shift will change how you see everything." - The reframe that changes everything

    "That's the difference between accidental income and intentional wealth." - The goal we're working toward

    Tired of spinning your wheels and ready for real clarity on your money? Let’s talk.

    I’m inviting you to a complimentary CEO Money Power Hour- this isn’t another stuffy, no-pressure sales call. This is a no-BS, roll-up-your-sleeves strategy session designed to give you immediate insight into your business finances.

    In our hour together, we will:

    • Get crystal clear on where your business is right now—the good, the bad, and the ugly.
    • Pinpoint the exact money challenges and profit leaks that are secretly holding you back from your next level.
    • Define what you really need in a strategic partner to finally achieve the financial freedom you’re working so hard for.
    • Explore if my Fractional CFO services are the key to unlocking your vision for unapologetic wealth.

    Book Your CEO Money Power Hour Call HERE

    Follow Lisa Marie on your favorite social platform:

    • Facebook
    • Instagram
    • LinkedIn

    Transcendent Wealth Co. LLC
    https://www.transcendentwealthco.com

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    10 分
  • Money as Energy: How to Stop Fighting the Current and Start Flowing with Kirstin Carey
    2026/02/26

    What if selling doesn't have to feel like convincing, and money doesn't have to feel like fighting? In this powerful conversation, Lisa Marie sits down with neuro-resilience specialist Kirstin Carey, who's built multiple six and seven-figure businesses over 30 years, all while healing from two autoimmune conditions and learning that success means nothing if burnout takes over.

    Kirstin reveals why your relationship with money was locked in by age seven, how to shift from "convincing" to curiosity in sales, and why the energy you bring to money and sales conversations determines everything. Through raw stories and practical insights, this episode will transform how you think about sales, money flow, and building wealth without burning out.


    Key Learning Points

    • Money as energy exchange - Your relationship with money is formed by age seven based on the "frequency" you absorbed from those around you
    • Why selling feels hard - When you try to convince instead of understand, you create combative energy that clients can feel
    • The curiosity shift - Moving from "let me tell you why this is good" to "let me understand what you need" changes everything
    • Detached commitment - Being committed to your outcome without being attached to any individual result
    • The value conversation - When someone says, "it's too expensive," they're telling you their current value set, not making a judgment about you
    • Fighting vs. flowing - Masculine "push" energy vs. feminine "flow" energy in business and money relationships
    • The health program story - Real example of how someone's internal value system determines their buying decisions
    • Frequency and flow states - How the government spends billions studying flow states and how you can access them

    Guest Information

    Kirstin Carey is a neuroresilience specialist who has built multiple six- and seven-figure businesses—brick-and-mortar and online. After healing from two autoimmune conditions, she learned firsthand that success means nothing if burnout takes over. Now, she guides high achievers to master sales, resilience, and balance. With 30+ years of experience, she knows this with 100% certainty: if selling feels hard, you're doing it wrong.

    Connect with Kirstin:

    • Website: http://EvolveMinded.com
    • LinkedIn: https://www.linkedin.com/in/kirstincarey/

    Guest's Free Offer: Free Report: The 7 Biggest Sales Mistakes Costing You High Ticket Clients - and How to Fix Them

    Book your Wealth Alignment Call to uncover what's leaking, what's working, and how to align your numbers, systems, and energy with the wealthy CEO version of you.


    Resources Mentioned

    • EvolveMinded.com for free downloads and resources
    • The 7 Biggest Sales Mistakes report
    • Free Wealth Alignment Call with Lisa Marie
    • Transcendent Wealth Co services

    Follow Lisa Marie on your favorite social platform:

    • Facebook
    • Instagram
    • LinkedIn

    Transcendent Wealth Co. LLC
    https://www.transcendentwealthco.com

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    49 分