Ep. 17 – “Trifecta Impact of Life Insurance in the Workplace with Lisa Hutcherson”
In this seventeenth episode, I am joined by my good friend Lisa Hutercherson. Lisa is the National Account Director at SUMMUS, a platform that provides medical decisions through fast, virtual access to the world’s best medical expertise. Their clients are companies that seek to create a supportive healthcare experience for their employees and drive better, […]
Ep. 16 – “Tips & Advice On Caring For Family Members with Kerri Sanford”
In this sixteenth episode, I am joined by Kerri Sanford, a Medicare Specialist at Lawlen Insurance Solutions. When Kerri got a concerning call about her parents’ health, she knew that she couldn’t sit idly by while their mental and physical states continued to decline. She moved them both into her home in Sacramento and became […]
Ep. 15 – “The Value of Volunteering”
In this fifteenth episode, I am talking about the value of volunteering for everyone. In this Part 1 episode, I share my experiences, stories, and lessons learned from volunteering with a professional organization for over 10 years. You will hear about the benefits of volunteering for solo-preneurs, the community that volunteering has brought me, different […]
Ep. 14 – “The Power of Mentorship”
In this fourteenth episode, I am talking about the power of mentorship and the role that it has played in my life as both a mentor and a mentee. Connecting with other people to share experiences, lessons, advice, and support is an incredible way to grow personally and professionally. Throughout this episode, I talk about […]
Ep. 13 – “Supporting Yourself & Others Through Grief with Emily Thiroux Threatt”
In this thirteenth episode, I am joined by the wonderful Emily Thiroux Threatt. Emily is the host of the podcast, Grief & Happiness, where she shares stories of those that have not let grief strip them of their joy for life despite experiencing immense loss. Emily is also the author of the book, Loving and Living Your Way […]
Ep. 12 – “Understanding Reverse Mortgages with Mitchell Cooper”
In this twelfth episode, I am joined by Mitchell Cooper to talk all about his insights, advice, and perspective as a Certified Reverse Mortgage Professional. Through his work, Mitchell provides education to professionals and homeowners about the strategic use of the Home Equity Conversion Mortgage in retirement income planning. Throughout this conversation, Mitchell talks about […]
Ep. 11 – “The Role of a Benefits Broker with Cerrina Jensen”
In this eleventh episode, I am joined by Cerrina Jensen to talk about her role as an Employee Benefits Consultant & Benefits Broker. Cerrina is passionate about empowering and educating employers to teach them how to navigate the healthcare system and deliver better benefits for their employees. Throughout this conversation, Cerrina shares the top reasons […]
Ep. 10 – “Mental Health 5150”
In this tenth episode, I am joined again by the wonderful Renee Balcom, a health advocate advisor, to talk about Mental Health 5150. Understanding what a Mental Health 5150 is is important so you are prepared if you ever find yourself in a situation with someone who is not in a stable state of mind […]
Ep. 9 – “Everything You Need To Know About 10 Year Terms”
In this ninth episode, I am talking all about the ins and outs of 10 year terms. A 10 year term is a great option for many people, but it is still important to know the important details so you can confidently decide if it is the best route to go. Throughout this episode, I […]
Ep. 8 – “Who’s In Your Corner? Health Advocate Advisor: Part #2”
In this eighth episode, I am so excited to share with you Part 2 of my conversation with Renee Balcom, a health advocate advisor. In Part 1, Renee shared what a health advocate advisor is, her process for creating a care plan for clients, and stories from her career. Throughout this episode, Renee talks about […]