In this episode of the "Cash and Sass" podcast, host Lisa Marie Robinson welcomes guest Alan Lazaros. They delve into the emotional and psychological aspects of money management. Alan shares his personal journey, marked by his father's death and a near-fatal car accident, which led him to reevaluate his life and prioritize fulfillment over financial success. They discuss the importance of financial awareness, risk tolerance, and aligning financial decisions with personal values. Alan introduces concepts like the "optimal stopping problem" and the "Want-Love-Hate" framework, emphasizing self-awareness and strategic planning for achieving financial and personal growth.

• Personal money stories and experiences with financial ups and downs.
• The emotional and psychological aspects of financial management.
• The impact of significant life events on financial perspectives.
• The importance of open discussions about money and breaking financial taboos.
• Risk tolerance and its influence on financial decision-making.
• Strategies for effective money management and tracking expenses.
• The balance between self-belief and humility in entrepreneurship.
• The significance of aligning financial goals with personal values.
• The challenges of business growth and the necessity of strategic resource allocation.
• Wealth-building strategies and the importance of long-term investments.

At age 2, his father passed away in a car accident. At age 26, after getting into a nearly fatal car accident himself, Alan questioned everything he was doing in life. He questioned who he was and the choices he was making. He was at an all-time low, and decided to change his trajectory forever. Although he had a successful career in Corporate America,he made the hard decision to start his own business dedicated to helping others get to the Next Level in their life, love, health, and wealth. He is the CEO of the Next Level University podcast, a global top 100 podcast with over 1600 episodes, listened in 170+ countries.

https://www.nextleveluniverse.com

https://www.facebook.com/alan.lazaros

https://www.instagram.com/alazaros88

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

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The Sassy Wealth Coach™

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In this episode of "Cash and Sass," host Lisa Marie Robinson, founder of Transcendent Wealth Company, chats with La Juana Whitmore, founder of Next Femme Financial and La Juana Whitmore Consulting. La Juana, a business strategist and certified financial education instructor, shares her mission to promote financial parity for women and underrepresented communities. They discuss the importance of financial literacy for women entrepreneurs, sharing personal experiences and strategies for effective financial management. Key takeaways include the necessity of understanding one's financial landscape, the emotional aspects of money, and practical steps to improve financial awareness and decision-making.

• Importance of financial literacy and management for women entrepreneurs
• Personal experiences with money and financial challenges faced by entrepreneurs
• Emotional aspects tied to financial decision-making
• Strategies for effective financial management, including manual tracking and budgeting
• Overcoming shame and fear associated with financial discussions
• The role of technology in financial management and the need for personal engagement
• Creating a financial roadmap that aligns with personal values and goals
• Empowerment through knowledge and understanding of financial situations
• The evolution of money management practices and their impact on financial awareness
• Encouragement for listeners to take proactive steps toward financial education and empowerment
  
  

Reach out:

https://www.nextfemmefinancial.com

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

http://linkedin.com/company/nextfemmefinancial

https://www.instagram.com/nextfemmefinancial

https://x.com/NextFemme

http://www.tiktok.com/@nextfemmefinancial

https://www.youtube.com/@NextFemmeFinancial

https://www.facebook.com/NextFemmeFinancial

https://www.threads.net/@nextfemmefinancial

https://www.pinterest.com/NextFemmeFinancial

https://x.com/lajuanawhitmore

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 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

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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