Beste Maggie Nielsen podcaster (2024)

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Empowering Women's Financial Literacy and Long-Term Planning During Divorce with Dr. Barbara Provost and Maggie Nielsen 35:22

28d ago35:22

35:22

Jamie M. Lima is joined by Dr. Barbara Provost and Maggie Nielsen to discuss financial empowerment for women facing divorce. They explore Purse Strings LLC's mission and the unique financial challenges women encounter. The conversation highlights the importance of selecting the right financial professional and understanding the roles of CDFA and CD…

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Guiding Children Through Divorce: Emotional and Financial Strategies with Marcus Higgs 28:46

7h ago28:46

28:46

Jamie M. Lima welcomes Marcus Higgs to explore the complexities of divorce, focusing on children's reactions and the importance of building trust. Marcus shares insights on teaching financial principles to children and managing emotions and relationships during this challenging time. They discuss the scientific definition of hope and its role in em…

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Taking Small Steps Forward: Building Financial Independence with Susan Washburn 29:51

7d ago29:51

29:51

Send us a text Our guest today is Susan Washburn, CFP®, CeFT®, JD, Senior Financial Advisor of ProVise Management Group. Forced to rebuild her life after Hurricane Katrina and an unexpected divorce, Susan found herself feeling overwhelmed and lost in the world of finance. Instead of letting this define her, she decided to get smart about money and …

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Mastering Financial Control and Rebuilding After Divorce with Connor Tyson 30:02

7d ago30:02

30:02

Jamie M. Lima welcomes Connor Tyson to discuss navigating the financial landscape during divorce. Connor shares his personal challenges and professional background, offering insights into a 3-stage coaching process designed for financial control. They discuss understanding asset ownership, tackling divorce debts, and prioritizing wise counsel. The …

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#151: How Organizations Can Thrive & Foster Innovation with Tara May 32:22

9d ago32:22

32:22

Don’t miss episode #151, where Tara May, CEO of Aspiritech, a nonprofit tech services company with 95% autistic employees, joins us to discuss how companies should focus on the ROI of kindness and how organizations can thrive and foster innovation by promoting neurodiversity & psychological safety in the workplace.…

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The Rise of the Female Breadwinner with Tiffany Irving 31:24

14d ago31:24

31:24

Send us a text We’re excited to be joined by Tiffany Irving, CFP®, CEPA®, Senior Vice President and Wealth Advisor at Mesirow Wealth Management. She is also a first-generation college graduate, the daughter of a single mother and a mother herself. There are so many aspects of her journey that many of us can relate to, and today, we’ll dive into her…

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Navigating Divorce, Career Shifts, and Financial Planning with Lara Buelow 31:04

14d ago31:04

31:04

Jamie M. Lima is joined by Lara Buelow to explore the intersection of divorce, career transitions, and financial planning. Lara shares her personal experiences and insights from her upcoming book, offering advice on assessing financial risk tolerance and managing life shifts. They discuss the WOOP goal-setting framework, the cost of divorce, and th…

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High Net Worth Divorce: Litigation vs. Mediation, Cybersecurity, and Asset Division with Jonathan Steele 31:07

21d ago31:07

31:07

Jamie M. Lima and Jonathan Steele dive into the complexities of high net worth divorce cases. Jonathan shares his expertise in family law, highlighting the challenges and considerations unique to these divorces. They discuss the decision-making process between litigation and mediation, and the intricacies of financial decisions and asset division, …

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#150: Smart Growth Goals & Foundation 40:06

23d ago40:06

40:06

Welcome to episode 150 of the Cultivating Business Growth Podcast. Today, we will explore the power of SMART goals and how they can help you build a strong foundation for growth. Whether you're a CEO, entrepreneur, or business owner, setting specific, measurable, achievable, relevant, and time-bound goals is critical to turning your vision into rea…

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Financial First Steps for Newly Widowed Individuals with Carolyn Howard 30:27

1M ago30:27

30:27

Send us a text This week’s guest is Carolyn Howard, a certified financial planner and senior wealth manager at Accurate Advisory Group, as well as one of our Purse Strings-approved professionals. Having personally navigated the challenges of widowhood, she brings invaluable expertise to those facing the same difficult path. After her late husband f…

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Homeownership, Real Estate, and Financial Strategies During Divorce with Ed Parcaut 35:18

1M ago35:18

35:18

Jamie M. Lima is joined by Ed Parcaut to delve into the intricacies of homeownership and real estate during a divorce. They explore the current real estate market outlook, addressing housing shortages and fluctuating interest rates. Ed shares financial strategies for navigating divorce, with a focus on credit and property division. The discussion i…

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#149: Strategies for Effective Communication With Your Bookkeeper Tax Preparer with Nancy McClelland 37:01

1M ago37:01

37:01

Welcome to episode #149, where we discuss Strategies for Effective Communication With Your Tax Preparer and bookkeeper. Nancy McClelland, a top client accounting services ProAdvisor, one of the Top 50 Women in Accounting, and the writer of an award-winning blog, The Dancing Accountant, joins us to discuss how small businesses benefit from encouragi…

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Financial Planning, Prenups, and Post-Divorce Recovery Strategies with Eric Brotman 33:37

1M ago33:37

33:37

Jamie M. Lima welcomes Eric Brotman to discuss the multifaceted impacts of divorce. They delve into the emotional and financial repercussions, emphasizing the importance of financial planning and prenuptial agreements. The conversation covers prenups, title governance, and the role of financial literacy. They explore asset division, taxes, insuranc…

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Financial Planning for ADHD and Neurodiverse Individuals with Jodie Stauffer 42:33

2M ago42:33

42:33

Send us a text Jodie Stauffer, CFP® is the founder and lead financial planner at Parallax Planning & Wealth Inc, and one of our Purse Strings-Approved Professionals! She specializes in working with women and is particularly passionate about working with ADHD and neurodiverse clients. Today, she’ll share her personal journey with ADHD and how it has…

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Navigating Divorce Stigma, Co-Parenting, and Financial Decisions with Julia Hoffman 41:29

2M ago41:29

41:29

Jamie M. Lima introduces Julia Hoffman, who shares her personal experiences with divorce. They discuss the cultural stigma and personal challenges faced during divorce, focusing on co-parenting dynamics and societal expectations. The importance of collaborative divorce and post-decision work is highlighted, along with building a support system. The…

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#148: The Role of a CFO in Business Growth 45:36

2M ago45:36

45:36

Welcome to episode #148. Today, Partners and VCFOs of PJS & Co. CPAs Jaime Staley and Katina Peters uncover the question, "How can I grow my business?" and how a skilled CFO can be the key to unlocking sustainable growth, steering the financial strategy, and ensuring your business survives and thrives in a competitive market.…

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Conflict Resolution and Emotional Recovery During Divorce with Kat Newport 23:21

2M ago23:21

23:21

Jamie M. Lima introduces Kat Newport, highlighting her journey into conflict resolution. They discuss understanding priorities and setting agendas with empathy, as well as strategies for minimizing conflicts and building a supportive network. Kat shares insights on dealing with emotional burnout, rebuilding relationships post-divorce, and preventin…

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Navigating Chaotic Marriages and Financial Implications with Larry Bilotta 34:51

2M ago34:51

34:51

Jamie M. Lima is joined by Larry Bilotta to explore the complexities of relationships involving "chaos kids." They discuss the unique marital challenges and financial implications these individuals face. The conversation covers legal considerations, including mediation, and delves into issues like infidelity, narcissism, and midlife crises. Larry e…

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#147: Helping Business Owners Be Financially Fearless with Dr. Barb Provost and Maggie Nielsen 39:46

2M ago39:46

39:46

Jaime Staley, partner and CFO at PJS & Co. CPAs, Dr. Barb Provost, Founder of Purse Strings LLC, and Maggie Nielsen talk about how to help business owners overcome financial fears in this episode. Barb and Maggie have joined forces to support and empower women to take control of their financial future and make informed choices about managing their …

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Retired by 32: Empowering Women to Achieve Financial Freedom with Stephanie Xenos 23:30

2M ago23:30

23:30

Send us a text Today we have the pleasure of speaking with Stephanie Xenos, who, through investing wisely and living frugally in her twenties, managed to retire from NASA and SpaceX at just 32 years old. Now, she’s a financial coach and CEO of Money Muse, where she works one-on-one with women and travels around the U.S. to speak about investing. He…

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Transforming Divorce into Growth: Mindset and Vision with Joey Drolshagen 25:17

2M ago25:17

25:17

Jamie M. Lima introduces Joey A. Drolshagen, focusing on the critical role of mindset during divorce. They explore overcoming conditioning and emotional barriers, with a particular emphasis on the unique challenges and growth opportunities men face. Joey shares insights on creating a vision and managing finances post-divorce. They discuss the impor…

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Leveraging Adversity and Mindset for Growth During Divorce with Liam Naden 39:38

3M ago39:38

39:38

Jamie M. Lima welcomes Liam Naden, who shares his journey through divorce and rebuilding his life. They discuss leveraging adversity for growth and success, emphasizing the crucial role of mindset in overcoming divorce challenges. Liam explains how embracing uncertainty can enhance resilience, and they delve into the brain's role in navigating toug…

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#146: Signs It's Time to Hire an Operations Manager 20:35

3M ago20:35

20:35

Welcome to episode #146, where we continue discussing the crucial role of an Operations Manager. In episode #145, we covered the many benefits of having an Operations Manager. In this episode, we will discuss when to hire one for your company. Kim Nixon joined us again to walk us through the hiring procedures for operations managers.…

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The Power of Financial Awareness and Personalized Planning with Chelsea Scomak 42:24

3M ago42:24

42:24

Send us a text We’re so excited to welcome Chelsea Scomak, CFP® to the show! Chelsea is the CEO and advisor of Via Brio Advising and a Purse Strings Approved Professional. Her approach to financial planning is anything but ordinary. We love how she integrates personal coaching into her practice to help clients develop financial awareness and align …

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Financial Stability and Empowerment Post-Divorce with Angela Duncan 26:43

3M ago26:43

26:43

Jamie M. Lima and Angela Duncan dive into the financial essentials for those navigating life post-divorce. Angela shares her background and provides practical advice on budgeting, building an emergency reserve, and avoiding debt. They discuss common financial mistakes, essential steps to achieve financial stability, and the importance of shifting y…

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Overcoming Stigma and Embracing Self-Care During Divorce with Melanie Yates 39:57

3M ago39:57

39:57

Jamie M. Lima welcomes Melanie Yates to discuss overcoming isolation and addressing the stigma associated with divorce. They highlight the importance of self-care during divorce proceedings and introduce the emotional freedom technique (EFT). Melanie clarifies the difference between self-care and selfishness, emphasizing the need for personal goal-…

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#145: The Benefits of Hiring an Operations Manager 24:27

3M ago24:27

24:27

In episode #145, Kim Nixon, Director of Operations at PJS & Co. CPAs talks about why hiring an Operations Manager is important. There are many benefits of filling the operations manager role. In the next two episodes, we will talk about the advantages of hiring a professional. We will also show examples of their work and talk about when you might n…

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Nurturing Financial Literacy in Kids with Lauren Rosberg 32:04

3M ago32:04

32:04

Send us a text Our guest this week is the lovely Lauren Rosberg, MA CFP® CRPC® CDFA® AEP®, financial advisor and Purse Strings Approved Professional. As a financial professional and mother of four, she has some great tips to share with us today about nurturing financial literacy in kids. We also get to know a little more about her career, money sto…

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Mindfulness, Emotional Resilience, and Financial Strategies in Midlife Divorce with Dr. Natalie Marr 25:52

3M ago25:52

25:52

Jamie Lima welcomes Dr. Natalie Marr, who shares her background and personal experience with divorce. They discuss the unique challenges of midlife divorces, the emotional toll of unfulfilling relationships, and the grieving process. Dr. Marr emphasizes the importance of maintaining values, the role of mindfulness in stress management, and the neur…

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Leveraging Thought Leadership and Resilience for Men in Divorce with Nicky Billou 27:31

4M ago27:31

27:31

Jamie Lima introduces Nikki Billou, who shares his insights on becoming a thought leader and building personal resilience through divorce. Nikki discusses his background and journey into coaching, emphasizing the importance of thought leadership during the divorce process. They explore the critical role of support systems, offer key advice for thos…

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Approaching 65: Social Security, Medicare, Retirement Planning & More (Barb's 65th Birthday Show!) 53:59

4M ago53:59

53:59

Send us a text In celebration of Barb’s 65th birthday, we gathered a small group of her peers- Maggie Weiss, Karen Van Maldegiam, and Geri Bresnahan- who are all 65. Approaching this milestone often comes with a ton of questions about Social Security, Medicare, retirement, and more. That’s why we’ve also invited Koren Vining, a financial planner, c…

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Handling Tax Debt in Divorce with Morgan Anderson 21:52

4M ago21:52

21:52

Jamie M. Lima and Morgan Anderson discuss the critical role of addressing tax issues during divorce. They cover tax debt responsibility, the innocent spouse rule, strategies to minimize tax burdens, and filing status considerations. Morgan shares a case study and offers final advice on managing tax issues. Links mentioned in the show: www.goldenlio…

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Understanding Marital Assets, Debts, and Equitable Distribution 13:41

4M ago13:41

13:41

Jamie Lima delves into understanding marital assets and debts, the significance of the separation date, and the treatment of separate property. Learn about equitable distribution vs. community property, how to value marital assets accurately, and the importance of gathering relevant documents. Disclaimer: The information on this site and podcast is…

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Financial Planning For New Beginnings with Philip Weiss 37:19

4M ago37:19

37:19

Send us a text We’re excited to have Philip Weiss, CFA, CPA, RLP®, founder of Apprise Wealth Management and Purse Strings-approved professional, with us today. His journey into the world of finance and dedication to serving the female market is nothing short of inspiring, and we love his holistic approach to financial planning. Phil's dedication to…

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Finding the right financial adviser during and after divorce 22:29

4M ago22:29

22:29

Jamie M. Lima emphasizes the importance of choosing the right financial adviser during a divorce. He outlines his qualifications and the role of a CDFA®, shares a real-life example of financial misunderstandings, and offers guidance on post-divorce financial planning. He also covers how to verify an adviser's background, explains fiduciary vs. suit…

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Effective communication and financial transparency in divorce 21:35

4M ago21:35

21:35

This episode covers the critical role of communication during divorce, drawing from Jamie's professional and personal experiences. It delves into emotional complexities, courtroom consequences of poor communication, and effective techniques like "I statements" and active listening. It also emphasizes transparency in financial discussions, gathering…

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144: Managing Personal Finances Part II 32:31

5M ago32:31

32:31

Welcome to part two of our discussion of the dos and don'ts of managing your money. Maintaining a good relationship with your finances and setting realistic goals for yourself is essential for financial success. In episode #143, we explored several dos to assist you in starting and maintaining a sound financial life. Jaime Staley helps us understan…

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Being Financially Prepared Today with Gabrielle Mollick 26:46

5M ago26:46

26:46

Send us a text Today on Women and Money, we have Gabrielle Mollick, CFP®, CSRIC®, with us. Gaby is a financial advisor at Mercer Advisors in Denver, Colorado, and a Purse Strings-approved professional. We’re so excited to have her on the show today to share her passion for empowering women to build financially fearless futures. Gaby has a powerful …

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Documenting assets, understanding debts, and post-divorce budgeting 16:17

5M ago16:17

16:17

In this episode, Jamie introduces the crucial concept of financial assessments in divorce. He emphasizes the importance of documenting personal belongings, financial assets, income, and expenses. Jamie also discusses post-divorce budgeting and the necessary tools for financial inventory. Listeners are provided with a free inventory worksheet and in…

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Navigating divorce: Emotional impact, building support, and becoming your life's CEO 20:48

5M ago20:48

20:48

In this episode, Jamie Lima shares insights on financial empowerment during divorce, discussing the emotional toll it can have on you, and the importance of a support network. He underscores the role of financial advisors and previews upcoming talks on asset division, support payments, and expense management. The episode wraps up by pointing out re…

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#143: Personal Finance Part I 32:08

5M ago32:08

32:08

Join us for part one of our two-part series, which discusses the "do's" and "don'ts" of managing personal finances. Jaime Staley joins us for episode #143 to discuss the "do's" and offer personal finance tips. Finances are an overwhelming topic, and there are so many aspects to understand, from budgeting to credit cards to investing. Learning how t…

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Breaking Through Bias In The Workplace with Andie Kramer 35:18

5M ago35:18

35:18

Send us a text Today we have the pleasure of sitting down with Andie Kramer, lawyer, author, advocate, and founding member of ASKramer Law, LLC. Over the years, she has written and spoken extensively about gender biases in the workplace alongside her husband, Al Harris. We’re excited to have her on the show today to share insights from her books Br…

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#142: Unlocking Growth - The Importance of Industry Benchmarks 29:20

5M ago29:20

29:20

In episode #142 of the Cultivating Growth Podcast, we discuss unlocking growth for your business. Jaime Staley joins us to discuss the importance of industry benchmarks. Industry benchmarks are metrics a company can use to see how it performs compared to other businesses in its industry. This information is crucial in growing your business and achi…

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Overcoming Financial Shame with Stephanie McCullough 35:29

6M ago35:29

35:29

Send us a text Our guest today is Stephanie McCullough, founder and financial planner with Sofia Financial. She specializes in helping women over 45 navigate their financial futures. With over two decades of experience, she brings a wealth of knowledge to the table and is a true advocate for women becoming financially fearless. In our conversation …

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#141: Accounting Month-End Close Checklist Best Practices 31:08

6M ago31:08

31:08

Join us for episode #141 where we discuss the Accounting Month-End Close Checklist. Jamie Staley discusses different techniques and strategies for handling this for various businesses. This analysis is essential in keeping accurate data and making sound financial decisions based on your business' monthly data.…

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Building Financial Intimacy with Your Partner featuring Ed Coambs 36:42

6M ago36:42

36:42

Send us a text Are money matters causing tension in your relationship? You're certainly not alone. Money is often cited as the number one reason for conflict in relationships. It's a topic that's fraught with emotion, history, and often, misunderstanding. And that’s where awesome financial professionals like Ed Coambs come in. Ed is a former firefi…

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Broke Up, Not Broke(n) 0:57

6M ago0:57

0:57

In this episode, Jamie M. Lima discusses the mission of "Broke Up, Not Broke(n)", provides insights on financial planning during divorce, and identifies the target audience. He also delves into the emotional aspects of divorce and how they can impact financial success. The episode concludes with inspiring post-divorce success stories. Disclaimer: T…

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#140: Building Trust & Trust Compression with Rick Watson 27:59

6M ago27:59

27:59

We talk with Rick Watson in episode #140 of the Cultivating Growth Podcast. Rick is a financial expert, trusted advisor, and the Founder of the National Referral Network. He is also the author of "A Firm Worth Building: Running a Better Professional Business." Rick offers insight on building trust in sales and strategies for building a two-year rel…

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The Five Biggest Financial Mistakes Women Make featuring Dr. April Murdaugh 40:16

7M ago40:16

40:16

Send us a text Dr. April Murdaugh is a Purse Strings-approved financial advisor in Fleming Island, Florida, and the CEO of Woman to Woman Financial. Through her wealth management firm, she is dedicated to helping educate, empower, and encourage women to create and grow generational wealth. We are honored to have her on the show today to share her r…

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#139: 10 More Strategic Questions for Your CFO - Part II 31:01

7M ago31:01

31:01

Join us for episode #139, part two of our "10 Strategic Questions for Your CFO" series. If you haven't already, check out episode #138 for the first five questions. In this episode, we will continue our discussion with Katina Peters about important questions for your CFO. With these five questions, you will feel more informed and at ease, maximizin…

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