CFP and PhD Kathleen Rehl has had many careers spanning from academia to financial advisory. Most recently, Kathleen has continued penning pieced about widows and money and speaking at selected conferences and events. She is the author of Moving Forward On Your Own: A Financial Guidebook for Widows . Today, Kathleen reflects on the death...
Gary Ray is the CEO of Black Diamond Games and the author of Friendly Local Game Store: A Five-Year Path to Middle-Class Income. A former IT engineer and project manager, Gary made the decision to start his own business focused on everything from board games and trading card to classic games and collectibles. Today, Gary...
Debbie Allen is an author, business mentor, brand strategist, and the number one authority on expert positioning. Debbie runs a mentoring program for experts where she leverages her decades of entrepreneurial wisdom and business building experience to successfully mentor a diverse group of small business owners, entrepreneurs and franchise owners. Today, Debbie and Jonathan talk...
Jennifer Rayner is a retirement plan consultant and the founder of Moniwell, a revolutionary text-based financial wellbeing program. She and Jonathan share a passion for financial literacy and a recognition that people need easily accessible education customized to their needs at a particular time. Today, Jennifer and Jonathan engage in a discussion about employer-offered retirement...
Tom Corley is a CPA/CFP and holds a Master’s Degree in Taxation. He also is the best-selling author of the Rich Habits book series, which include, Rich Habits , Rich Kids , Change Your Habits, Change Your Life , and Effortless Wealth , among others. Tom understands the difference between being rich and poor, having...
Bari Tessler is a financial therapist, author and founder of The Art of Money. For over twenty years, Bari has worked with individuals, couples, and entrepreneurs to provide them with a more creative, mindful and deep approach to money. Today, Bari brings that knowledge and expertise to discuss her three phases of deep money work:...
Mark Silver has been helping entrepreneurs create authentic marketing programs that feel good to them for over two decades. After being introduced to Sufi-based healing work, Mark launched The Heart of Business and has been helping good people create sustainable businesses ever since. Today, Mark shares lessons on understanding our relationship with money, embracing ethical...
Pamela Slim is a business coach and co-founder of K’é Main Street Learning Lab, a grassroots community-based think tank for small business acceleration. She is also the author of multiple works, including Body of Work, Escape from Cubicle Nation , and The Widest Net. Today, Jonathan and Pamela engage in a rich discussion on building...
Robin Treasure is a top-performing sales coach and the best-selling author of Heart Powered Sales. After a successful first career in Rome and San Francisco as an Italian translator, she transitioned into sales with the key transferable skill needed in any capacity, in any language: emotionally intelligent communication. Today, Robin shares her experiences with money...
Kathryn Peyton is a certified financial advisor at Abacus Wealth. At an early age, Kathryn was impacted by her parents’ financial habits of care and caution around money. But then, something changed for Kathryn as she began to realize that successful investing is attainable for everyday people. Thus began a lifelong fascination with all things...