Advocate by Day and by Night – Raising a Special Needs Child

In this episode of UnNiched, I talk to attorney, Lara Kapalla-Bondi.  Lara is an attorney and the mom of a special needs child.  During our time together Lara share with me a little bit about what it’s like as she navigates all of the special financial planning needs that are an everyday consideration for special [...]

Solving for X – It’s About The Relationship, Not the Numbers

In this episode of UnNiched,I had the pleasure of talking to financial adviser, Maddie Parker.  Maddie talks about her transition from high school math teacher to financial adviser, transforming a long-standing practice into a modern business, and dealing with harassment and discrimination both as a teacher and a financial adviser.  She shares her thoughts on [...]

The Financial Wellness Gap with Mark Mersman

In this episode of UnNiched, I explore the bold statement that our industry, the financial services industry, has failed women investors. Instead of viewing us a resource of investing knowledge and confidence, many shy away because they don’t feel confident in their knowledge. Discussing this with me is Mark Mersman, Chief Marketing Officer at USA [...]

Working with Family

In this episode of UnNiched, I interview Teresa and Jim Yent of Golden Years Advisors about working together as a married couple. Joining me is my husband husband, Matt McGrew, to offer his perspective on working with me at USA Financial.  Each couple shares insights and advice about the joys and pitfalls about working with [...]