Community Investments, Generational Changes Part 1, Feat. Tim Newton
Release Date: 06/16/2021
The Client a $1.4 Billion Advisor Won't Take with Jonathan Steele
Wealth B-Hers
What if the way you think about money today traces back to something that happened when you were twelve or thirteen? On this episode of Wealth B-Hers, Dr. Felecia Froe sits down with Jonathan Steele, founder and chief investment officer of One Wealth Advisors, a firm managing $1.4 billion for roughly 400 families. Jonathan traces his money story back to eighth grade, watching his mom pay off a department store credit card the second they got home, and then walks through his own winding path from a restaurant kitchen to cold calling at Bear Stearns to building an independent firm with his...
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ICYMI: Creating Social Impact Through Real Estate Investing with Felecia Froe
Wealth B-Hers
Dr. Felecia Froe made her first real estate investment years before she even knew she was an investor. She was five years into her medical practice when it hit her that this wasn't the last thing she'd ever do. In this ICYMI crossover from Zen and the Art of Real Estate Investing, she tells host Jonathan Greene how an office building she bought with fellow women physicians turned out to be that first deal, though she didn't realize it until years later. From there she built fast, lost hard in 2008, and rebuilt into Money With Mission, a community that helps professional women use real estate...
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Foundations #11: The Cost of Waiting
Wealth B-Hers
There's a kind of waiting that doesn't feel like waiting. You know exactly what you need to do. You've meant to do it for longer than you'd like to admit. You keep finding a reason why right now isn't quite the right time, and you tell yourself that's responsible, that's thoughtful, that's just good timing. In episode 11 of the Wealth B-Hers Foundations series, Dr. Felecia Froe is done letting that story stand. She breaks down exactly what waiting costs, the compound growth that quietly disappears, the confidence that erodes one avoided month at a time, the low hum of 2am anxiety that never...
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ICYMI: Money Tales: Money's Everywhere with Dr. Felecia Froe
Wealth B-Hers
In this ICYMI conversation, Dr. Felecia Froe sits down with Sandi Bragar and Cammie Doder on the Money Tales podcast to trace the money narrative that shaped her from childhood all the way to founding Money With Mission. She opens up about watching her mother stay in a domestic violence relationship for financial reasons, the credit card mistakes she made in medical school, and how she used the CASHFLOW 101 game to teach her own daughters about money years before most parents even start the conversation. Felecia also walks through the deal that changed everything: a patient named Jamie who...
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Foundations #10: You're Not Bad with Money
Wealth B-Hers
You're not bad with money. In this Foundations episode, Dr. Felecia Froe speaks directly to every woman carrying the belief that she's somehow failed at money, whether she's avoided her finances for years, watched a high income never translate into confidence, or is still making sense of a setback that shook her trust in herself. Felecia reframes the whole story: what looks like carelessness is actually overwhelm, what looks like incapability is actually a lack of preparation, and what looks like personal failure is actually a systemic failure. This episode's an invitation to put the...
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ICYMI: How to Invest When You’re Scared (Because Everyone Is) with Dr. Felecia Froe
Wealth B-Hers
Felecia Froe became a urologic surgeon after succeeding in medical school and urology residency. Somehow she knew this wasn’t the last thing she would ever do. Her mind as rewired about the idea of money after reading Rich Dad Poor Dad by Robert Kyosaki. In this ICYMI conversation with Mary Katherine Johnson of Planet Wealth, Felecia traces her path buying 18 properties in two years, losing nearly everything in the 2008 crash, and rebuilding into a social impact investor who's now running sober living homes and fighting food deserts. She gets honest about the fear that doesn't fully go away,...
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Choice Is Dignity with Stephanie Georges
Wealth B-Hers
After four decades guiding companies through disruption and reinvention, Stephanie Georges realized she was applying every lesson to everyone but herself. In this episode of Wealth B-Hers, Stephanie sits down with Felecia to unpack the slow, quiet unraveling that led her to walk away from a senior leadership career in defense technology, and how that leap became the Meraki Dignity Project, a platform built to help women navigate change with clarity, community, and financial confidence. The conversation moves through the myths that keep women isolated in their struggles, the...
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Foundations #9: Community Changes How Women Build Wealth
Wealth B-Hers
We talk a lot about the internal work of building wealth: reframing what money means, examining our triggers, defining what security looks like for you. In this episode, Felecia turns to something we don't talk about enough, the myth that financially successful women figure everything out alone. She unpacks how isolation taxes our financial lives in decisions delayed, opportunities missed, and energy spent performing a confidence we don't actually feel, and makes the case for why the right community isn't about accountability check-ins, but about something deeper: belief, believing in yourself...
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What If the Money in Your Account Isn't Real Wealth? with Paul Musson
Wealth B-Hers
What if the money in your account is not the same thing as real wealth? That’s where this conversation starts. Dr. Felecia Froe sits down with Paul Musson, former professional investor, founder of the Paulitical Economy blog, and author of Capital Offence: Why Some Benefit at Your Expense. After decades inside the investment world, Paul began studying economics more deeply after seeing how the housing bubble, the financial crisis, and policy decisions reshaped the relationship between money, capital, and everyday people’s ability to build wealth. They talk about the difference between...
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Fear, not Debt with Barry Levine
Wealth B-Hers
What if the thing keeping people stuck financially is not the debt itself, but the fear of facing it? That’s where this conversation starts. Dr. Felecia sits down with Barry Levine, a Massachusetts-based bankruptcy attorney with more than 45 years of experience helping individuals and small business owners navigate serious financial strain. Barry has seen people walk into his office scared, ashamed, overwhelmed, and convinced they are out of options. What he has learned is that the legal process often has structure, but fear can keep people frozen long before they ever ask for help. They...
info_outlineThis is an episode that you do not want to miss. Tim Newton is doing so much for his community, North Tulsa! He works with the non-profit, The Tulsa Dream Center, and he started his own tuition-free private school to improve the education for children in North Tulsa. He is also passionate about revitalizing neighborhoods and teaching home ownership skills to others.
Listen to the full episode, then go and give your money a mission.
To learn more about Tim’s initiatives, visit:
http://www.tulsadreamcenter.com/
Download our FREE report on How to Create Wealth that Outlives You at: https://bit.ly/3uMl6oj