Beyond the Bank Account: Marla Sofer on Aligning Wealth with What Matters
Women's Million Dollar Conversations
Release Date: 10/21/2025
Fire Yourself: The "Systems Simplified" Path to Your First Million with Adi Klevit
Women's Million Dollar Conversations
Are you a CEO or just the world's most overworked employee in your own company? In this episode of Women’s Million Dollar Conversations, Alice Tang is joined by Adi Klevit, an Industrial Engineer and the visionary behind Business Success Consulting Group, to discuss how to stop being the bottleneck and start being the leader. Adi has spent over 30 years helping entrepreneurs step out of the daily grind and into the freedom they actually started their businesses for. If you feel like your business would crumble if you took a two-week vacation, this conversation is your...
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Stop Blocking Your Own Success: Mastering Your Inner Champion with Dorice Horenstein
Women's Million Dollar Conversations
Are your own thoughts holding you back from your first million? In this episode of Women’s Million Dollar Conversations, Alice Tang sits down with international keynote speaker, author, and mental fitness expert Dorice Horenstein to uncover the "saboteurs" that interfere with our success. Dorice shares her powerful journey from a 30-year career in education to becoming a "Mental Fitness" powerhouse, helping leaders move from "Oy to Joy". Learn why negative emotions are actually helpful alerts, how your "energy radius" affects everyone around you, and the practical...
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The Secret to the Million Dollar Mountain: Why Alice Tang is Pulling Others Up
Women's Million Dollar Conversations
"When you make a decision that you can do it, your help will come." - Alice Tang In this special role-reversal episode, guest host Laura Salerno Owens sits down with the visionary behind Women’s Million Dollar Conversations (WMDC), Alice Tang. After interviewing over 60 high-achieving women, Alice reflects on her own journey and how the WMDC project has shaped her views on financial freedom, building meaningful community, and leaving a legacy that endures for generations. We dive deep into: Wealth Beyond Money: Why your health and time are invaluable currencies. Shedding the Joneses: How to...
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The $1 Billion Vision: How Chasing Impact Built a Million-Dollar Brand | Kim Thanos
Women's Million Dollar Conversations
Can you save students $1 billion while building a million-dollar company? In this episode of Women's Million Dollar Conversations, Alice Tang sits down with Kim Thanos, CEO of Lumen Learning. Kim shares how she moved from a stable career at HP to founding a company that replaces traditional textbooks with digital learning software that supports better student outcomes at a fraction of the cost. Inside this episode: • The $1 Million Milestone: How Lumen Learning reached seven figures in revenue within three years. • Detaching from the "Baby": Why viewing your company...
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Best Career Advice: Go Where It’s Messy & Challenging - Kristi McFarland
Women's Million Dollar Conversations
Is your career path a straight line or a patchwork quilt? Kristi McFarland explains why she intentionally seeks out "challenging and messy" problems to solve. Alice Tang dives into how a non-traditional career path—spanning HR, Marketing, and Strategy—can lead to a million-dollar milestone and a deeply fulfilling life. Key Takeaways: • Challenge the Status Quo: Why the "good stuff" is hidden in complex problems. • Sailing Toward Success: Why your journey doesn't have to look like anyone else's. • Investing in Innovation: How Kristi supports women entrepreneurs and local art. • The...
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How "Fire Starters" Change the Narrative with Dana Frank
Women's Million Dollar Conversations
"Our family didn’t just break barriers, they shattered them." Dana Frank was raised by "Fire Starters"—individuals who change their narrative regardless of birth circumstances. Today, she joins Alice Tang to discuss her book, "Get Up and Get On It," and the grit required to maintain a family business through recessions, systemic racism, and personal trials. Key Takeaways: • Why "equity grows and cash erodes." • The power of "Amplify Injustice" in business and community. • Strategic Philanthropy: Why you can't receive with a clenched fist. • Dana’s advice for women: "Don't just...
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Qualified: Shari Dunn on the 80/20 Business Reality of Book Publishing
Women's Million Dollar Conversations
How much is your reputation actually worth? Join Alice Tang as she speaks with Shari Dunn, author of Qualified, about the "millions of dollars" sitting in your current network. Shari reveals her transition from nonprofit leadership to hitting seven-figure revenue in her second year of consulting. Learn why showing up consistently as your authentic self creates a financial backstop for your future and why Shari believes in sharing the "secrets" of success with everyone. In this episode, you’ll learn: The Network Asset: Why your professional history has a specific financial value that can...
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The Pregnancy Penalty: Jigna Kapadia on Overcoming Career Setbacks in Corporate America
Women's Million Dollar Conversations
Motherhood should not be a professional obstacle, yet many women face a "pregnancy penalty." Jigna Kapadia joins Women’s Million Dollar Conversations to discuss the raw reality of losing up to two years of career momentum with each pregnancy. Jigna shares anecdotes about office "rumor mills" and managers who assumed she wouldn't return to work after having kids. Discover her tactical advice on standing up for yourself without being abrasive, and why she is now openly discussing menopause in the workplace to normalize real-life experiences for senior leaders. In this episode, you’ll learn:...
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Putting Your Oxygen Mask On First: Kristin Bauer on Preventing Burnout
Women's Million Dollar Conversations
Are you pushing yourself too hard for immediate results? Join Alice Tang as she speaks with Kristin Bauer, VP at Bank of the Pacific, about the long game of professional success. Kristin reveals how she landed a $5 million client account and why she had to learn to be her own best advocate to overcome her "inner enemy." Learn why Kristin believes you must put on your own "oxygen mask" first to be effective for your family and your team, and how a "marathon mindset" can sustain you through the long journey of a 16-year banking career. In this episode, you’ll learn: The Oxygen Mask...
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Building Generational Wealth: Jessica Porter on Creating a Legacy for the Next Generation
Women's Million Dollar Conversations
How do you go from feeling like an outsider to leading multi-million dollar financial deals? Join Alice Tang as she speaks with Jessica Porter, partner at BPG Wealth Management and co-founder of The 401k Girls. Jessica reveals the internal struggle of entering a new industry from a blue-collar background and how she overcame the "perfectionist trap" to secure a $5 million retirement plan. Learn why Jessica believes your personal struggles can actually be your greatest professional benefit and how to build the confidence to "stack" successes one step at a time. In this episode, you’ll learn:...
info_outlineIs your money working for your values, or is it just sitting in a bank? Join Alice Tang as she speaks with Marla Sofer, a 25-year financial services veteran and founder of Knowmee. Marla reveals why "money is power" and how women can leverage their financial resources to become catalysts for global change. She shares her transition from big-name firms like JP Morgan and BlackRock to launching a startup at age 46, driven by a deep belief that wealth should serve a purpose. Learn how to find your voice through your money and why the most important life decisions are never just about the numbers.
In this episode, you’ll learn:
Money as a Catalyst: Why financial resources are a privileged seat of opportunity to back the issues you care about.
Holistic Discovery: The importance of a delightful fact-finding process that centers client values over industry jargon.
The "Hustle" Path: How Marla worked her way up to leadership roles at top firms like JP Morgan and BlackRock through part-time MBA studies and hard work.
Memory Creation: Why money is most useful when it empowers you to create the most important memories and experiences for your family and beyond.
Key Moments
00:00 – Money as Power: Marla defines wealth as the primary tool for creating impact beyond one's immediate circle.
01:15 – 25-Year Journey: An introduction to Marla’s deep experience in financial services and operations.
01:56 – Jumping into FinTech: Motivated by wanting to find better financial solutions for clients a decade ago.
02:40 – Knowmee's Mission: Using financial psychology to help people articulate what they want their money to do.
03:36 – The $1M Milestone: Marla reflects on how hard work and "elbows" led to her first seven-figure net worth.
05:35 – Holistic Discovery: Why the financial industry struggles to make the "fact-finding" process engaging for clients.
06:25 – Stickiness vs. Numbers: Why centering a client's life goals creates more business trust than just talking about returns.
08:12 – Tool for Impact: Even paying for a child's education is giving money a specific purpose in the world.
09:49 – Men and Power: A reflection on why men have traditionally embraced money as power more than women have.
11:50 – Starting at 46: Why it's harder to start a company with more experience because "you know your worth".
13:12 – Changing the Future: Marla’s technology goal to give every person more say over how each dollar changes the world.
15:21 – Podcasting Goals: Marla explains the purpose of her new show, Knowing Me, Knowing You.
16:43 – Gratitude: A focus on health, family, and the hard but chosen path of an entrepreneur.