Financial Karma | Money Management | Mindfulness | Mindset | Holistic Financial Advice |

Join me and help me shape the future of how we talk about, share about and debate (not fight) about what our financial lives should look like (for our homes and our businesses). At the root of the complexity, and for some of us, disaster or stress, is money. Let's get real this our our personal dreams. There's nothing to be afraid of or ashamed about because we are so much alike, us humans. I'm going on this journey with you so come along for the trip, the introspection, the fun and the off-road antics. Awareness-intention-accountability.
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Financial Karma | Money Management | Mindfulness | Mindset | Holistic Financial Advice |


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Now displaying: October, 2016
Oct 24, 2016


This week’s guest is Estate Planning Attorney, Michael “Misha” Gill, owner of  Speedwell Law.  He had worked on my own Last Will and financial/estate plan. Misha prefers to use the phrase “personal legal affairs” to refer to his practice rather than estate planning or succession planning. He is a 2013 graduate of the Penn State Dickinson School of Law. 

Show Notes:

  • What is estate planning?
  • Why estate planning is important 
  • What is a probate? A non-probate property?
  • Why is a trust and will necessary? 
  • The 3 people you trust most in life as your fiduciary (trustee)
  • Future events that could affect your finances 
  • What a “living will” is
  • A trustee is different from a beneficiary
  • The advantage of putting together a will  or trust to your child.
  • You can change a living trust during your lifetime
  • Quotable Quotes:

I charge a “flat fee.” You’ll know how much you will spend.

You want your estate planning attorney to outlive you.  

When family and money collide, problems occur. 

Estate planning is an act of care and compassion towards the ones you love!


Misha’s contact details:  (703) 520-2142 or

You can access all the links and resources at


Oct 14, 2016

Here’s a recap of my first season of Financial Karma Podcast.  Here are highlights of what I learned from launching my podcast this summer. Money is involved in everything we do. We should be prepared to make informed decisions and we can change ourselves with awareness, intention, and accountability. 


  • Episode  0:  I talk about how I started and why I’m a financial karma coach. I was interviewed by Lisa Vogt.


  • Episode 1:  Splash into Summer, with Nick Snapp. Nick discussed how he got into podcasting, what got him out of the corporate world, how he got into productivity, set routines, and bring up productivity to people. 


  • Episode 2:  A Delicious Summer with Alexandra Jamieson. She discusses how to do the body scan, listening to your body’s messages. What it means to observe and listen to every part of your body. She discusses the activities best for summer. 


  • Episode 3:  Women with Wanderlust with Melissa Jones. Melissa helps people to add polish to their personal and business branding with her design. She lives for travel, new challenges, and adventures and recommends traveling to everyone who can afford it. 


  • Episode 4:  Summer Tips for Mannafest Living with Sarah Mastriani-Levi.  She discusses naturopathic medicine and holistic bodywork. She has had extensive clinical practice and is a certified practitioner in the following fields: advanced reflexology, shiatsu, Swedish massage, manual lymph drainage, iridology, aromatherapy and herbology. She  also discusses stuff such as:  How we create a plastic life, It’s not what happens to you, but how you handle what happens to you,  How to find your “allowable rebellions”,  The biggest factor that contributes to Sarah’s success as a coach,  Why fear has never stopped or defined Sarah,  Why you need to be curious, Different challenges with the lifestyle choices we make,  How she intentionally makes time to connect with her children,  Why being outside should be a priority in your life,  How to make positive changes in your life to get what you need, Why dieting is something you should avoid,  and Why Sarah loves her work and how she helps people. 


  • Episode 5. Back to School (and more) with Bruce Langford. Mindfulness needs to go with every student’s return to school.  Does mindfulness apply to your finances? YES! Most of our money decisions—good or bad—are affected by our subconscious mind. Through his work as a mindfulness coach, Bruce helps his clients with the many problems of life with gentleness, candor, and respect. His passion is to help people become more calm, focused, and happy. 


  • Episode 6. The Girls of Summer with Amy Lopez.  Lying is wrong  and  can lead to all sorts of problems. There are so many negative character traits that we unknowingly cultivate when we choose to be untruthful. So, be the best YOU that you can be, and tell the truth.  Amy Lopez, works with 3rd-8th grade girls, helping build confidence in the next generation of women.  


  • Episode 7:  Change of Seasons and Meditation with Joe Somodi. Joe is a professional yoga teacher and certified life coach who helps people incorporate a daily practice of meditation into their lives.  He talks about attaching to the good and detaching from the bad. 


  • Episode 8:  End of Summer Wrap-Up with Deb Williams.   In this podcast, I recommend Camp Good Life Project to connect with people to enhance your business and your life. Having these types of connections allows you to have support and input from others in your business. Knowing you have connections that have your back, it is such a relief.   Having connected relationships is a wealth all its own. Focusing on this aspect of wealth first will allow you to manifest other types of wealth. There is more to wealth than the almighty dollar. Running your business from a spirited place will allow you to grow in innumerable ways. 


  • Episode 9:  Moving on to the Fall and Deb Williams Coaching Practice.  The  complexity of the brain, our neurons, and the coping strategies that we turn to is discussed in this episode. In addition, why I changed my point of view and the benefits it has brought me,  Better overall health,   How I approach decision-making (it starts with a deep breath!),   You can’t control what other people do; you can only control what YOU do.,  Gratitude---why it’s amazing Connection with people, How I blended the work I love Group and one-on-one work Giving people a safe place,  How I help you gain insights, and The 8 Money Personalities: Which ones describe you best?  


  • Episode 10:  Winging It, Owning It and Coming Out Ahead.  How to merge your finances with your psyche is discussed here.  I’ve got my CPA and my Tax clients too, so there’s a lot going on. I’m a bit overwhelmed at the moment and you can see why!   Karma Tip: The word is conviction. It’s being sure what you say and believe is true, and that can even be true to you. My conviction is to work on my self-care and reducing my stress level. Having an open mind causes people to hear each other out, and it can actually cause you to change your convictions. Thinking this way can bring about a more peaceful world.