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Counting On Her

Author: WIFS

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Discussing all things that touch Women, Finance and Insurance. i.e. Legal, Accounting, HR, Technology, Data Science, Insurtech & Fintech. Share best practices and personal reviews, books/authors, personal stories, client stories, testimonials, small panels, business/life coaching, fitness and personal exchanges between colleagues.
33 Episodes
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We bring you the extraordinary journey of Tiana Ronstadt, a powerhouse female advisor and a true force to be reckoned with in the financial industry. Tiana shares her insightful perspective on the challenges faced by female advisors and the intricate balance they strive to achieve in their multiple roles. Through her own experiences, she reveals the undeniable truth that trying to do it all simultaneously is simply not feasible. She offers invaluable wisdom on the deliberate choices she made ...
Daisy Jardine talks about making tough decisions and asking for help in the process.  Why do women have a tougher time taking the leap?
Shelley Giordano, MA brings valid questions to the surface. "Why IS there such a cavalier dismissal of your largest asset?" Addressing misconceptions about reverse mortgages and other disfavored topics.
Your loved one is on long term care claim, - now what? Listen to how Maryglenn Boals, CLTC, LACP breaks it down from both personal and professional experiences.
Busting through insurance centered care, Dr. Sorr discusses physical and mental well being with Host Valerie The Voice. Listen in to hear how wellness and financial services intersect from a practitioner's perspective. Proactive wellness is an investment too!
Thank you for listening to the Counting on Her podcast!In today's episode, we feature our guest Allie Stea, an Institutional Client Relationship Specialist with Morgan Stanley.She discusses the perspective from her experience as a younger planner in her previous years and her take on investing and her approach to risk. Savvy generations getting acquainted with the full spectrum of finances and she is now enjoying her role working with individuals and families that have $150 million or more in...
In this episode, our WIFS Phoenix Member Denise McGuire describes her support of the YWCA with Michelle Ramos the Prosperity Programs Director. To follow the cause, please visit https://ywcaaz.org/money/ and for any questions, please email The Program Coordinator Olivia Bartholomaei at Olivia@ywcaaz.org. The regular volunteer website page is here: https://ywcaaz.org/volunteer/.To follow Denise for more information, please find her at https://www.raymondjames.com/tws and you can ema...
Valerie Valiente describes how she found WIFS and how her podcast vision was born. VV hosts the series and engages Richelle Hopkins our Programs Chair. Richelle said it best "I am woman hear me roar".
Valerie Valiente speaks to WIFS Sponsorship Director, David Garr. Contributions from Kim Anderson, Programs Chair and Eva Obregon from Membership.  Secretary, Tania Barrera shares her local perspectives new to WIFS.  Small world experiences and less than 6 degrees of separation bring us together!
Valerie Valiente speaks with President, Sue Kuraja and her why. Toni Gonzales and Abbie Vick from Membership share their passion about WIFS. Olenka Cullinan from IStart First who is on Programs brings the fire!
In this episode of The Counting on Her Podcast, host Amber Stitt interviews Jessica Perez, a powerhouse idea maker in the financial services industry. Jessica shares her journey from working in title and escrow to finding her passion in financial advising. She discusses the challenges she faced as a Hispanic woman in a male-dominated field and how she has been working to shake up the antiquated industry norms. Amber and Jessica also talk about the importance of supporting and uplifting w...
In this episode of The Counting on Her podcast, host Kelly Sese interviews guest Ramona Maior, an experienced financial advisor. Ramona discusses her recent career transitions, including becoming an adjunct professor at Grand Canyon University in Arizona and a regional relationship manager at Priority Financial Group. She emphasizes the importance of networking in landing these positions and shares advice for those new to networking. Ramona also highlights the significance of being intentiona...
In this episode of The Counting on Her Podcast, host Kelly Sese sits down with mortgage industry expert Juli Doyle to discuss her experience in the reverse mortgage business. They address common misconceptions about reverse mortgages, such as the fear of losing ownership of one's home, and highlight the benefits of passing on equity rather than the physical property. They also discuss the current state of the real estate market, emphasizing the importance of local factors and the need for mor...
In this episode of The Counting on Her episode, host Kelly Sese interviews Destiny Cover, an insurance agent with Mutual Omaha, about her first year in the insurance business. Destiny shares her journey of leaving her previous job due to unhappiness and wanting more flexibility. After taking a career aptitude test, she decided to pursue a degree in finance and ultimately joined the insurance industry. Destiny's personal experience of losing her mother-in-law without any financial planning ins...
In this episode of The Counting on Her Podcast, host Sue Kuraja interviews Kelly Sese, a corporate recruiter at Mass Mutual. Kelly shares her journey into recruiting and how her multicultural background gives her an edge in the industry. They discuss the impact of automation and AI in recruiting, with Kelly emphasizing the importance of a personal touch. They also delve into the challenges of hiring women in the insurance and financial services space and the need for inclusive recru...
In this episode of The Counting on Her Podcast, host Amber Stitt interviews special guest Diane, who shares her personal journey into the financial services industry.Diane's experience helping her mother navigate the complexities of Medicare inspired her to become a Medicare specialist. She discusses the challenges she faced in finding the right plan for her clients and highlights the importance of customizing solutions for individual needs. Diane's story serves as motivation for listeners to...
In this episode Counting on Her episode, Sue Kuraja interviews Undrea Smith, a financial advisor and motivational speaker. Undrea shares his journey of discovering his "why" and the events in his life that shaped his purpose in helping clients plan for retirement and leave a legacy. Undrea's personal experiences with the loss of loved ones and the financial struggles they faced inspired him to start his own practice and provide comprehensive retirement planning services. The episode also disc...
Welcome back to another exciting episode of The Counting on Her podcast! In today's episode, we have an incredible guest, Toni Gonzales and this podcast was hosted by Amber Stitt. Get ready to be inspired as we delve into the world of mentorship, sponsorship, and personal growth. Toni shares her insights on the importance of mentorship and sponsorship in career development, highlighting the role they play in amplifying your voice and ensuring your contributions are recognized. Amber and Toni ...
In today's episode of the Counting on Her podcast, join us as we uncover the secrets behind the "Network Effect" and discover how it can positively impact all aspects of our lives. Our host Amber Stitt welcomes special guests Dave Garr and Chelsea Coble from Lincoln Financial. Together, they discuss the fascinating concept of the "Network Effect" and how it has transformed not only their work lives but also their personal lives. They share profound insights on the power of leverag...
In this enlightening Counting on Her podcast episode, we are joined by Megan from the Arizona Leadership Foundation (ALF) and Kalie from Philly as they share their collaborative efforts in supporting children across Arizona. Megan Fitzsimons, who joined ALF in 2014, brings her extensive experience as a special education teacher to the table, focusing on disabled and displaced student applications and later expanding her role to include development for the foundation. Kalie, representing Phill...
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