This week, the show welcomes Rhonda Noordyk, founder & CEO of Women's Financial Wellness Center, who talks about her mission to disrupt the divorce industry, and how her passion to help others fuels her professional ambitions.
Topics: Wealth Management, Technology
The Winnow Fund's Richelle Martin joins the show to discuss the path that led her to working with start-ups and entrepreneurs, as well as her experience in the VC space.
Topics: Wealth Management, Technology
Christy Metcalf, one half of the motivational force behind 2 Smart Girls, is this week's guest on the pod, sharing the story of how she broke out of the corporate mold to reshape her professional journey, and so much more.
Topics: Wealth Management, Technology
For many businesses, 2020 became a year of survival. But now that the frenzied pace of constant change has slowed a bit, it might be time to reflect on what we’ve learned and once again attempt to do more than just survive.
Topics: Commercial Banking, Small Business, Business Plan
When mapping out an investment portfolio, any good advisor will advocate that you diversify your holdings. It simply makes sense – having a variety of asset types helps to insulate you from risk, in the event of a downturn in any specific area. However, the same logic doesn't apply when it comes to banking. In that case, having all of your eggs in the same basket is a strategic advantage, not a liability.
Here's why.
Topics: Financial Planning, Mortgage, Trust, Wealth Management, Community Banking, Estate Planning
University business school graduates have a great deal to offer in the modern economic landscape. In addition to core financial knowledge of accounting, finance, and information technology, they've learned strategic thinking, effective communication, and organizational behavior. They've gained exposure to diverse perspectives through collaboration with peers from varied backgrounds, and explored issues with a global perspective.
Topics: Small Business, Business Operations
One of my favorite Disney movies is Robin Hood, and not just because it's the timeless tale of taking from the rich (who stole it in the first place) to help the poor, nor because it's arguably the funniest of Disney’s older movies. The real reason I love it so much is because one of the scenes is played out with On Wisconsin playing over the action! Who knew our favorite college fight song had made it into a Disney movie? Anyway, mention the name Robin Hood these days, and most everyone will assume you're talking about the financial services company, Robinhood.
Topics: Stock Market, Economic Outlook, Economy
For business owners, entrepreneurs, and professionals with significant responsibility – such as physicians, lawyers, CEOs, engineers, and more – it can be common to be hyper-focused on business and professional commitments, to the detriment of personal finances.
Topics: Private Banking
Last week was Identity Theft Awareness Week – a time, every year, for us to refresh our knowledge of the various ways that schemers take advantage of unsuspecting victims, and to reassess our overall level of preparedness in guarding against attacks. The following article from the Consumer Financial Protection Bureau – "What You Should Know About Tech Support Scams," by Lisa Schifferle – is timely, and contains plenty of useful information that can help you stay safe against scammers.
Topics: Security & Fraud
Corinn Ploessl, organizational events manager at Destination Madison, joins the show to discuss her career journey, how she's pivoted her role to digital during the pandemic, her success in networking and how she inspires peers and colleagues alike to "put themselves out there," her involvement with Madison Magnet, her "Essential Madison Experiences" project, and more.
Topics: Wealth Management, Technology