Are You Just Another Number? Why Personalized Finance Matters More Than Ever
Release Date: 06/02/2025
Boundaries and Business with Dawn Gabriel: The Art of Sustainable Success
Fearless Females
On this episode, host Lorie Jones sits down with Dawn Gabriel, CEO and founder of Authentic Connections Counseling in Castle Rock, Colorado. Dawn opens up about her 20-year journey as a licensed professional counselor, starting out working with inmates and teens in challenging environments before launching her own thriving group practice. She shares the real and often messy truth about burnout, the steep learning curve of building a business from the ground up, with zero formal business training, and the moments when she almost walked away. You will also hear Dawn candidly discuss the deep...
info_outline
Bridging Generations with Iris Wagner: The Power of Storytelling
Fearless Females
In this inspiring conversation, Lori Jones sits down with Iris Wagner—founder, CEO, and executive producer of Memoirs Productions, a company specializing in video biographies and ethical wills. Iris’ story is as impactful as the legacies she helps preserve. From her early days in finance to finding her true passion in capturing people’s stories on film, Iris shares how a profound “aha” moment led her to create a unique business centered around legacy, values, and love. Lori and Iris discuss the power of ethical wills, the importance of reflecting on our personal journeys, and how...
info_outline
Why Not Me? with Ellen Frazier: Choosing Courage Over Comfort
Fearless Females
Today, host Lorie Jones welcomes Ellen Frazier—mortgage broker, recovery coach, and founder of Booze Free Babes. Ellen opens up about shifting her perspective from “Why me?” to “Why not me?” and how that simple change empowered her to reinvent herself and help others. From breaking into the male-dominated financial industry with an art degree to leading a global community focused on sobriety, Ellen’s journey is full of courage, vulnerability, and wisdom. She discusses overcoming personal challenges, embracing authentic self-care, and the importance of surrounding yourself with...
info_outline
Beyond the Hustle with Meghann Conter: Redefining Success for Women Entrepreneurs
Fearless Females
In today’s episode, host Lorie Jones welcomes Meghann Conter, CEO of The Dames, an international organization dedicated to elevating women entrepreneurs beyond the six- and seven-figure mark without the burnout. Meghann’s journey started in corporate banking and marketing, but it was her leap into entrepreneurship during uncertain times that transformed her path. Frustrated by traditional networking that seldom connected her with accomplished, ambitious women, Meghann decided to “build her own pond,” creating a thriving community tailor-made for high-level female leaders. Tune in as...
info_outline
Are You Just Another Number? Why Personalized Finance Matters More Than Ever
Fearless Females
Today, host Lorie Jones, owner of Fearless Financial Advisors and a veteran of the finance industry, shares her insider wisdom on what truly matters when choosing a financial advisor. Drawing from 15 years of experience, Lorie recounts real stories, common client pitfalls, and the red flags to avoid, while highlighting the values at the heart of her own practice: genuine connection, clear communication, and a commitment to empowering clients with knowledge. Whether you're celebrating a life milestone, navigating uncertainty, or just looking for no-nonsense advice, tune in as Lorie breaks down...
info_outline
Lifting as We Climb with Lisa Allen: Mentorship, Leadership, and Paying It Forward
Fearless Females
In this episode, host Lorie Jones welcomes Lisa Allen, CEO of the Financial Transitionist Institute, for an inspiring and deeply honest conversation about mentorship, leadership, and the winding paths we take in our careers. Lisa shares her journey from aspiring magazine editor to accidental finance executive, revealing the pivotal moments, setbacks, and triumphs that have shaped her along the way. You will hear candid insights about overcoming burnout, building supportive professional cultures, and the power of paying it forward to the next generation of women leaders. Lisa and Lorie get real...
info_outline
Taking the Leap with Suzanne Mitchell: Building a Business Without a Roadmap
Fearless Females
In this episode, host Lorie Jones welcomes Suzanne Mitchell, president of Zamar Screen Printing, whose joyful energy lights up every room. Suzanne shares her inspiring journey from aspiring stay-at-home mom to successful business owner and one of the few women in a male-dominated industry, proving that remarkable things happen when you embrace life’s unexpected turns. Highlighting the growth found in every challenge, Suzanne opens up about balancing motherhood and entrepreneurship. You will discover why investing in coaching became a cornerstone of Suzanne’s career, how meaningful...
info_outline
Speaking Up and Standing Out with Beth Hatcher: Owning Your Value and Trusting Your Skills
Fearless Females
In this episode, host Lorie Jones sits down with Beth Hatcher, principal and CEO of Beth Interactive, for an inspiring and honest conversation about building confidence, embracing creativity in unexpected places, and navigating the delicate balance between celebrating your own wins and uplifting your team. Beth shares her unconventional journey from studying poetry and French to leading a thriving digital healthcare philanthropy agency. She opens up about learning to trust her own expertise, the lessons she’s gained from both good and bad advice, and the ongoing challenge of juggling family,...
info_outline
Show Up, Serve, Succeed with Sheri Fitts: The Career-Changing Power of Contribution
Fearless Females
Today, host Lorie Jones sits down with Sheri Fitts, a vibrant leader whose journey from graphic designer to CEO, keynote speaker, and founder of Sway Live, embodies what it means to be resilient and purposeful in a male-dominated industry. Sheri shares how she’s built a thriving career by serving others, following her curiosity, and embracing both innovation and emotional intelligence. From her early days creating 401(k) education materials to launching her own conference, Sheri’s path is a testament to the power of helping, mentorship, and being authentically yourself—no matter how...
info_outline
Figuring It Out with Alison Rausch: The Beauty of the Unexpected
Fearless Females
In this engaging episode, host Lorie Jones welcomes Alison Rausch, the dynamic director of government affairs for the Douglas County School District. Alison's journey is a testament to the power of embracing unexpected opportunities and thriving in the face of change. Her story highlights the importance of trusting one's instincts, saying yes to new experiences, and constantly adapting in a rapidly evolving world. Alison's candid reflections on juggling family commitments while advancing her career offer relatable insights for ambitious women striving to find balance. You will find inspiration...
info_outlineToday, host Lorie Jones, owner of Fearless Financial Advisors and a veteran of the finance industry, shares her insider wisdom on what truly matters when choosing a financial advisor.
Drawing from 15 years of experience, Lorie recounts real stories, common client pitfalls, and the red flags to avoid, while highlighting the values at the heart of her own practice: genuine connection, clear communication, and a commitment to empowering clients with knowledge.
Whether you're celebrating a life milestone, navigating uncertainty, or just looking for no-nonsense advice, tune in as Lorie breaks down her top six must-haves in a trusted financial relationship—so you can confidently take control of your financial future.
Show Highlights:
- Why avoid financial advisors with a crowd of clients? [01:21]
- The Fearless Financial Advisors difference in pure client focus. [03:07]
- What a REIT really is and why it’s not for the average investor. [04:35]
- The value of tailored, appropriate, honest financial planning. [06:53]
- Sidestep phone trees and call Fearless Financial BFFs who will answer. [07:21]
- Ensuring your advisor is a CFP, with a cautionary word on advisory world catfishing. [08:48]
- Our mission to secure you in life’s major financial transitions. [12:43]
- Great advisors use clear understandable language, not financial jargon. [14:47]
- Discover an exceptional advisory relationship with Fearless Financial Advisors. [18:00]
If you enjoyed this episode, please go to Apple Podcasts and leave a review!
For more information about Lorie Jones, go to https://fearlessfinancialadvisors.com/fearless-females.