Fearless Females
Welcome to Fearless Females – the podcast designed to inspire and guide young women forging their paths in traditionally male-dominated industries. Your host, Lorie Jones owner of FearLess Financial Advisors, is here to kindle the flames of ambition and resilience in every 20-something listener. Immerse yourself in the grace of conversations with seasoned women entrepreneurs and executives who've triumphed over challenges and achieved remarkable success. Whether you're navigating the professional world or aiming to uplift others, join us for candid discussions that reveal the triumphs, trials, and transformative moments shaping extraordinary careers. Unlock the strategies, skills, and a fearless mindset needed to thrive in any industry. Fearless Females is your compass for gracefully navigating uncharted waters, breaking barriers, and fostering a community of unstoppable women. Are you ready to be fearless? Tune in now and let the journey to professional greatness begin!
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The Audacity to Lead with Stacie Selise Shannon: The Superpower of Ambition
09/15/2025
The Audacity to Lead with Stacie Selise Shannon: The Superpower of Ambition
In this episode, host Lorie Jones welcomes Stacie Selise, executive leadership strategist and CEO of the Stacie Selise Group, a powerhouse who recounts her journey from in-store customer service rep at a retail counter to leading thousands as one of the youngest vice presidents at that same Fortune 20 company, to then owning and being her own brand. Stacie shares candid insights on what it takes to break barriers in corporate America as a woman of color, the necessity of making your voice heard, and why you should never shrink to fit someone else’s expectations. Discover why Stacie believes visibility is just as important as hard work, and why women shouldn’t be afraid to strive and ask for more. Expect bold advice on building wealth, championing yourself and teams, and unapologetically betting big on your ambitions. This conversation is rich with inspiration for women ready to lead, succeed, and set higher standards on their own terms. Show Highlights: Stacie Selise’s top read for ’25 for wealth building as women. [03:19] An extraordinary rise through corporate ranks to purpose. [04:42] Betting on yourself and refusing to shrink in corporate spaces. [08:40] The power of a human-first approach for broader impact. [09:57] How “owning too-muchness” elevated Stacie to VP at 32. [11:12] Discover “Strive” from the 4S Framework by Stacie Selise™. [12:06] Driving opportunity through visibility, and key tactics. [14:22] The value of mentorship to lift young talent to confidence. [18:35] How do you navigate and bridge systemic biases in the workplace? [21:12] Advice for the next generation of women leaders. [27:23] Connect with Stacie Selise on LinkedIn at or by visiting . If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit .
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Owning the Unknown with Jennifer Rayner: Trusting Your Own Voice
09/08/2025
Owning the Unknown with Jennifer Rayner: Trusting Your Own Voice
In this episode, host Lorie Jones welcomes Jennifer Rayner, founder of Moniwell and a visionary in the financial world. Jennifer shares how she turned an unexpected start in finance into a mission to change how people feel about their money. Jennifer opens up about overcoming imposter syndrome, betting on bold ideas, and building success on her own terms. Hear her distinctive take on breaking barriers in a field traditionally exclusive to men and redefining what financial empowerment truly means. She discusses the importance of diversity in how we approach and solve problems in finance. Jennifer’s journey is a refreshing reminder that you can embrace your instincts, challenge industry norms, and create lasting impact. Whether you’re just starting your career or looking for inspiration to take the next leap, tune in for a conversation that will bring those little “brain sparkles” that ignite big ideas. Show Highlights: Have you checked out Lorie’s musings and financial tips yet? [00:34] What are trusted, emotionally empathetic money journeys? [06:46] Following gut instincts and pursuing big ideas, even at 50. [10:48] A personal ethos of empathy vs. the dominant persuasive technique in finance. [16:31] How Gen Z is likely to shift wealth management. [21:07] Try the “brain sparkles” path to managing fear and anxiety. [28:48] Get a layered peek at the challenges of women in finance. [32:08] Key advice for young women entering male-dominated fields. [40:35] How to nurture children towards authentic career discovery. [42:41] To connect with Jennifer Rayner, email her at . If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit .
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Fierce and Fearless with Melissa Wallace: Building Companies That Build Women Up
09/01/2025
Fierce and Fearless with Melissa Wallace: Building Companies That Build Women Up
This week, host Lorie Jones sits down with Melissa Wallace, founder and CEO of the Fierce Foundry, for an authentic and empowering conversation about navigating the ups and downs of entrepreneurship. Melissa opens up about her unconventional journey from dreaming of attending law school to building a career at the intersection of marketing, tech, and women’s health. She shares how hitting rock bottom financially during the pandemic became a pivotal moment that led her to create organizations dedicated to bridging the gender gap in business funding and supporting female tech founders. You’ll also hear about challenges of women in male-dominated industries—all from regaining financial stability to overcoming self-doubt and outdated advice like “you can’t have it all.” Be sure to tune in as this episode offers Melissa’s hard-won wisdom on building resilience, investing in mental well-being, and daring to be fearless, even when it feels uncomfortable! Show Highlights: A love story with marketing and empowering female-founded femtech. [05:22] A case for possibilities for women to progress in tech careers. [11:18] Key data on female femtech founders and funding disparity. [13:06] The importance of investing in your priceless mental health. [14:57] Why it matters that you challenge limiting advice. [19:28] Insights on tech accelerators and female-focused support. [23:07] Learning without regrets from brilliant ideas that got away. [25:59] How to turn fear into excitement and just wear your shoes. [29:18] Financial planning as a couple and gender roles in childcare. [34:23] Advice for young women for career and family planning. [41:13] To contact Melissa Wallace, email her at . If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit .
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Beyond the Bar with Brooke Cozort: Redefining Success Midlife
08/25/2025
Beyond the Bar with Brooke Cozort: Redefining Success Midlife
In this episode, host Lorie Jones spotlights Brooke Cozort, an ERISA attorney whose career path defies expectations. Brooke shares how she built a successful footing in finance—then bravely charted a new course back to law school in her mid-30s, all while balancing motherhood. Brooke’s story is a refreshing testament to the power of reinvention, resilience, and trusting your instincts over the typical timeline. She candidly shares her reflections on imposter syndrome, leadership missteps, and what it looks like to start over when you’re already professionally established, bringing you her hard-won wisdom about investing in yourself, staying flexible, and recognizing when to find a new “horse.” Professional women seeking inspiration and practical encouragement will find Brooke’s journey both relatable and energizing. This conversation is a must-listen for anyone ready to rewrite their definition of success! Show Highlights: Brooke Cozort’s career homecoming, pivoting beyond certification. [05:10] Is it challenging to practice ERISA law outside of big firms? [09:44] The lasting security of investing early even $20 in a Roth IRA. [12:31] Should you go to law school without a clear life direction? [14:56] Lifting others at work, even if it’s not a management focus. [18:52] Why your best career move might be to step past self-doubt. [22:23] Navigating a leap of faith in a mid-career return to school. [27:34] A story of supportive advice on working motherhood. [30:23] The path of resilience with stress of liability risk and criticisms. [34:34] Advice for young women on confidence and the power to choose your “horse.” [38:40] To contact Brooke Cozort, email her at , or reach out via LinkedIn at . If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit .
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Stepping into Purpose with Deborah Takahara: From Headlines to Heart
08/18/2025
Stepping into Purpose with Deborah Takahara: From Headlines to Heart
This week, host Lorie Jones sits down with Deborah Takahara, the extraordinary former broadcast journalist and current public information director for the Douglas County Sheriff’s Office. Deborah candidly shares her journey from overcoming childhood shyness to building a high-profile media career, and ultimately making a bold pivot to prioritize her family and align with her values. Deborah’s story shines a spotlight on the courage required to redefine success in the face of societal expectations and what it means to lead a values-driven life. She shares how she leveraged her unique skill set to create meaningful impact, balance ambition with fulfillment, and inspire those around her, and the lessons she hopes to pass on to the next generation of fearless females. This conversation is packed with practical wisdom and heartfelt honesty, perfect for ambitious women looking to craft careers that reflect who they truly are—so, get ready to be inspired by a woman who proves that fearlessness arises from embracing both purpose and change. Show Highlights: Deborah Takahara’s journey from shyness to confident leader. [05:00] Rethinking career trade-offs and choosing to prioritize family. [09:13] Why finding meaning in work with tangible impacts matters. [11:46] The importance of recognizing the need for a change. [12:48] How criticism can fuel career-making personality growth. [16:52] The importance of seizing chances despite fear or doubt. [22:19] Lessons on the value of accuracy and learning from mistakes. [23:25] Was the news industry always open to female journalists? [25:29] Don’t underestimate the power to change lives with your skills. [26:53] Evolving need for women in journalism and law enforcement. [30:07] To get in touch with Deborah Takahara, email her at . If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit .
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Breaking the Overwhelm Cycle with Libby Greiwe: A New Way to Work and Win
08/11/2025
Breaking the Overwhelm Cycle with Libby Greiwe: A New Way to Work and Win
In today’s episode, host Lorie Jones sits down with the remarkable Libby Greiwe, owner of the Efficient Advisor and an inspiring force in the world of financial planning. Libby’s journey is anything but ordinary: she went from engineering physics to sports marketing, eventually to start a seven-figure financial planning firm while working just three days a week to be a super-present mom. More than just a process-driven, organized powerhouse, Libby is refreshingly honest about her struggles—from moments of overwhelm and burnout to learning the strength of imperfection. Lorie and Libby discuss powerful strategies for setting boundaries, the art of saying no, and why investing in your growth is never a selfish choice. Their conversation highlights the importance of having champions in your corner and refusing to shrink back when success comes calling. For ambitious women ready to shape their careers on their terms, this episode offers refreshing perspectives and real-world inspiration—so, hit subscribe and get cozy to hear from Libby Greiwe! Show Highlights: Libby Greiwe’s powerful journey in the financial planning industry. [06:37] Making career shifts with redefined work–life balance success. [08:52] How to say no strategically and set intentional priorities. [10:11] The power of investing in personal development with a coach. [13:04] Reacting to mansplaining in male-dominated fields and executing plans fearlessly. [16:16] Who owns your business ownership and voice as a woman? [23:00] Advice to break away from people who don’t “clap for you.” [30:26] Embrace the imperfect beginner stage of your fledgling career. [33:06] Gendered industry challenges and leveraging femininity. [36:19] Key tips for early-career women and how to do a “Camp You.” [42:24] Find Libby Greiwe on LinkedIn at . To learn more about the Efficient Advisor, please visit . If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit .
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Bold Transitions with Tracey Windsor: Finding Strength in Change
08/04/2025
Bold Transitions with Tracey Windsor: Finding Strength in Change
In this episode, host Lorie Jones welcomes Tracey Windsor, CEO of Windsor Edge and former New York City dancer, for a conversation that’s equal parts energizing and insightful. Tracey shares her bold leap from the arts into nonprofit leadership and eventually the high-stakes world of private equity, showing that success favors those who embrace change and pursue what excites them. Tracey discusses making tough career pivots, overcoming doubt, and staying true to your passions while navigating male-dominated or established professional spaces, with practical advice on building strong networks, crafting your own opportunities. You will hear how she balances creativity with strategic financial thinking, and why she believes mastering money puts real power in women’s hands. This episode is for any woman looking to build a purposeful career on her own terms—and have some fun while doing it. Tune in for honest insights, fresh inspiration, and the encouragement to bet on yourself. Show Highlights: How embracing finance can empower multiple passions. [05:15] Does being in finance mean sacrificing your creative outlets? [10:35] Why fearless career pivots are powerful growth drivers. [12:43] How to navigate resistance to nonlinear paths in traditional sectors. [16:03] The power of future regret as a catalyst for pivotal action. [17:50] Should young women integrate the remote work model early? [20:55] Common fears around achievement, visibility, and self-worth. [26:28] Subtle worries and overt biases women in finance encounter. [28:20] The value of immersing yourself in vibrant communities. [32:33] Key “people lens” and coaching strategies for professional women. [37:14] Connect with Tracey Windsor on LinkedIn at . If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit .
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Courage in Action with Kate Seybold: A Woman’s Journey into Firefighting
07/28/2025
Courage in Action with Kate Seybold: A Woman’s Journey into Firefighting
In this episode, host Lorie Jones welcomes Kate Seybold, an inspiring lieutenant with the Clear Creek Fire Authority, whose unconventional journey is a testament to following your passion. Kate candidly shares her experience of walking away from a stable career in architecture, despite family expectations and a master’s degree, to pursue a calling in emergency services. You will hear about the courage it takes to make bold career moves, the importance of trusting your instincts, and how embracing risk can lead to a truly fulfilling life. Kate also opens up about building confidence, breaking barriers in a male-dominated field, and the power of finding supportive mentors and allies along the way. Her story is filled with practical wisdom for women looking to shape their own unique paths. Whether you’re thinking about a career pivot or just need some inspiration to trust your gut and follow your passion, this conversation will inspire you to pursue what lights you up. Show Highlights: Kate Seybold’s inspired journey to firefighting from architecture. [04:15] Navigating family influences when making career choices. [06:33] Test interest and make future-focused pivotal investments in a career switch. [08:23] Why leaving an unfulfilling path early matters. [11:01] How can you determine the ideal career for yourself? [12:12] Learning to lean into your instincts over external voices. [14:25] What a firefighter/EMT’s work entails and wildland mitigation. [19:55] The importance of having an encouraging support system. [21:29] Should you balance dual careers before a full career change? [25:28] The surprising truth about support for women in firefighting. [26:36] To connect with Kate Seybold, please email her at . If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit .
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Becoming Whole with Kateri O'Grady: Finding Power in Transition
07/21/2025
Becoming Whole with Kateri O'Grady: Finding Power in Transition
In this episode, host Lorie Jones sits down with Kateri O’Grady, a fractional COO and the founder behind her own consulting powerhouse, Kateri O'Grady Consulting. Kateri shares the riveting story of how surviving five strokes forced her to recalibrate her life and career, ultimately propelling her toward entrepreneurship. She gets candid about the grit required to build a business, the importance of advocating for yourself, and what it really means to honor your own value in the workplace. Kateri’s insights on setting boundaries, embracing your wins, and carving a space where impact truly matters are a rallying cry for ambitious women everywhere. You will walk away with practical strategies to boost confidence, find balance, and drive your career forward on your terms. This episode is packed with inspiration, real talk, and a reminder that your greatest achievements are already part of your story. Show Highlights: The power of resilience, realizing change and embracing impact. [05:25] Why systems matter in efficient and thoughtful leadership. [08:59] Lessons from life after serious illness and renewing purpose. [10:44] Set and respect boundaries. [18:13] Considering three sides to every mistake at work. [19:59] What are you not doing that hinders your growth? [26:43] The importance of celebrating your achievements. [29:13] Advice to value fun and live in the present while young. [31:23] How to overcome fear of failure and become teachable. [33:21] Navigating challenges as a lone woman in a man’s industry. [38:15] What should “know your value” mean for young women? [45:29] Get in touch with Kateri O'Grady at . To learn more about Kateri O'Grady Consulting, visit . If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit .
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Prepared on Purpose with Polly Breit: Living with intention
07/14/2025
Prepared on Purpose with Polly Breit: Living with intention
Today, host Lorie Jones welcomes Polly Breit, executive vice president at CCS Fundraising, for a dynamic conversation packed with wisdom and authenticity. Polly’s unconventional journey from teaching third grade in Los Angeles to leading ambitious fundraising campaigns proves that career pivots can lead to extraordinary success, in particular, when fueled by purpose and staying true to oneself. With refreshing honesty, Polly challenges the idea of “faking it till you make it” and champions the power of authenticity and trusting your unique strengths. She opens up about the career-defining moments that shaped her, from embracing bold opportunities to overcoming perfectionism and learning from setbacks. You will come away energized by Polly’s candid stories and actionable insights on balancing ambition with joy, setting boundaries, and building a career around impact. Whether you’re climbing the ladder, starting a new venture, or seeking your next challenge, Polly’s journey will remind you that success begins with believing you are enough, right where you are. Show Highlights: Secrets to fundraising success. [07:06] Finding joy and fulfillment in purpose-driven work. [12:40] The transformative effect of immersive growth programs. [16:05] Discover the power of doing a digital detox. [17:37] Does “faking it till you make it” create self-doubt? [19:33] Reflections on thriving professionally while raising young kids. [24:08] How to do an energy audit and work smarter. [32:17] Why reframing failure positively instead of fearing it matters. [34:39] Use an 80/20 focus to create a mutually supportive marriage. [43:22] Advice for young women to build a career that inspires them. [49:57] If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit .
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From Grit to Growth with Nelly Mubashi: A CEO Playbook for Women in Finance
07/07/2025
From Grit to Growth with Nelly Mubashi: A CEO Playbook for Women in Finance
In this episode, host Lorie Jones sits down with Nelly Mubashi—CEO and co-owner of NWAM, LLC (Northwest Asset Management and RIA Innovations). From a childhood in war-torn Nicaragua to climbing the corporate ladder and eventually building a $9.2 billion company from the ground up, Nelly's story is all about defying expectations. Nelly was denied company support to take her Series 7 exam but took matters into her own hands, fueling a career that would become a beacon of inspiration for women everywhere. In this conversation, you will hear about her unconventional entry into finance, the importance of knowing your "why," and the unique challenges she faced as a first-generation immigrant woman in leadership. Lorie and Nelly also discuss learning from bad advice, the power of authentic self-expression in the workplace, and the essential lesson of self-advocacy and being your own cheerleader. Let this conversation be the spark that fuels your ambition and confidence. Show Highlights: The power of your “why” for a purpose-driven life and career. [04:36] How Nelly Mubashi entered finance in the face of gatekeeping. [08:27] Lessons from the rise of a recession-born RIA firm to phenomenal growth. [12:32] Simple yet profound advice for the fear of lacking expertise. [16:37] Why blending a warm management style with clear-cut processes in HR policy matters. [20:57] A story about language, culture, self-consciousness, and fitting in. [25:50] Girls really should sometimes just have fun—and network. [29:58] Find confidence in the universality of insecurity in achievers. [34:02] An insider’s view of the dual challenge faced by women co-owner CEOs. [37:40] Should a CEO in a hybrid staff role transition to a CEO-only focus? [41:10] Reminding young professionals to be their own cheerleaders. [44:24] Connect with Nelly Mubashi at . Do make sure to mention “Fearless Females podcast with Lorie Jones” in your message to her! If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit .
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Boundaries and Business with Dawn Gabriel: The Art of Sustainable Success
06/30/2025
Boundaries and Business with Dawn Gabriel: The Art of Sustainable Success
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 calling that inspired her to serve her community in Castle Rock after multiple teen suicides, her struggles with self-doubt and fear of failure, and what it really takes to bounce back stronger after setbacks and heartbreaks in business. From hiring consultants and building a leadership team to learning how to set boundaries and practicing soul-deep self-care, Dawn delivers hard-won wisdom for all women ready to make a difference. This episode is packed with encouragement, actionable advice, and a powerful reminder that pushing through fear can lead to purpose and impact, both in business and in life. Show Highlights: The power of need-first, community-driven entrepreneurship. [04:35] A glimpse into the need for counseling in jails and psychiatric hospitals. [09:14 Note the two key investments that move the needle in business. [11:00] How to filter advice by using the advisor as the measure. [13:22] Tips to handle unhealthy emotional boundaries in business. [14:46] Life-changing advice on being fearless and fearing less. [20:03] The importance of redefining failure as growth. [21:34] Explore the challenges of women entrepreneurs and why claiming your title matters. [25:07] Learn about burnout, soul-care, self-care, recovery, prevention, and business systems. [30:30] If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit .
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Bridging Generations with Iris Wagner: The Power of Storytelling
06/23/2025
Bridging Generations with Iris Wagner: The Power of Storytelling
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 women can tap into their own intuition and creativity to uncover career paths that are both meaningful and rewarding. This episode is a treasure trove of advice for young women forging their way in any field, with insights on following your passion, seeking wisdom from those who came before you, and leaving a mark that goes far beyond financial success. If you’re looking for the courage to pivot, the inspiration to listen to your inner voice, or simply love a good story—this episode is for you. Show Highlights: The power of storytelling, legacies and life lessons through media. [03:56] Iris Wagner’s professional journey, including her midlife pivot. [06:06] The value of video biographies over written memoirs. [12:22] Find out what an ethical will is. [14:24] Discover unique aspects of spiritual storytelling in women’s ethical wills. [17:59] Advice on recognizing and following your true calling. [22:53] The benefits of self-discovery through diverse experiences for young women. [31:36] Have you ever considered interviewing your elders? [33:00] Fearlessly trust in success, be flexible, and “ski the whites.” [36:35] How to get in touch with Iris Wagner. [47:55] To get in touch with Iris Wagner, email her at . To contact Iris Wagner, please visit If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit .
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Why Not Me? with Ellen Frazier: Choosing Courage Over Comfort
06/16/2025
Why Not Me? with Ellen Frazier: Choosing Courage Over Comfort
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 supportive women. Tune in for an inspiring conversation that will motivate you to face challenges head-on and remind you that you’re just as worthy of success as anyone else—so why not you? Show Highlights: Bold career pivots, and reinvention with Booze Free Babes. [06:49] Substance abuse in the Covid fallout and vulnerability in high-stress jobs. [09:29] Subconscious integrative therapy as a path to sobriety and restorative healing. [13:52] Challenge career destiny norms and redesign your own. [18:29] Can we recognize unhealthy coping early and address the underlying pain? [22:47] How to prioritize morning self-care as a woman. [27:18] Why young women can and should embrace “a trust fund for adventure.” [30:00] Discover the transformational “Why not me?” mindset shift. [32:42] The value of ambitious women’s communities and mentorship. [36:29] Strong advice for women to thrive, defying gender bias in finance. [38:05] To connect with Ellen Frazier, visit . If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit .
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Beyond the Hustle with Meghann Conter: Redefining Success for Women Entrepreneurs
06/09/2025
Beyond the Hustle with Meghann Conter: Redefining Success for Women Entrepreneurs
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 Meghann shares how she has tackled everything from business setbacks and personal reinvention to mindset shifts around money and success. She opens up about overcoming fears, prioritizing fun, and breaking away from hustle culture to design a life and business aligned with her deepest values. If you’ve ever wondered where your power partners are or how to find a supportive community while scaling your dreams, this conversation is for you. Get ready to be inspired and discover actionable strategies on creating your own fearless path. Show Highlights: Fearless pivoting from first job after 9/11 and to founding a firm in 2008. [04:48] Unique networking needs of established businesswomen and the creation of The Dames. [06:48] The power of faith in the “ramen years” of entrepreneurial struggles. [12:21] Why women need other strong, successful women to emulate. [15:43] The importance of business education and growth strategies. [18:13] Insights on navigating cash flow and financial milestones. [21:26] Learn to check in with yourself in significant life transitions. [23:59] Wisdom on addictions, coping mechanisms, sobriety, and healthy habits. [28:45] Lessons on managing money fears with mindset shifts. [34:46] How to find your inner guide—but silence your inner critic. [45:08] Connect with Meghann Conter via LinkedIn at . If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit .
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Are You Just Another Number? Why Personalized Finance Matters More Than Ever
06/02/2025
Are You Just Another Number? Why Personalized Finance Matters More Than Ever
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 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 and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit .
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Lifting as We Climb with Lisa Allen: Mentorship, Leadership, and Paying It Forward
05/26/2025
Lifting as We Climb with Lisa Allen: Mentorship, Leadership, and Paying It Forward
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 about the unique challenges women face in male-dominated industries, reflect on the critical role of mentorship, and offer practical advice to young women at the start of their careers. Whether you’re forging your path in finance, business, or any industry where breaking barriers matters, this episode is packed with wisdom, encouragement, and strategies to help you stay fearless and true to yourself. Get ready to be inspired by Lisa’s authenticity, resilience, and commitment to lifting others as she climbs. Show Highlights: The power of adapting to nonlinear paths to work and entrepreneurship. [03:44] Learn about the Financial Transitionist Institute’s mission to humanize finance. [09:42] How to recognize burnout, notably high among women. [14:55] The importance of servant leadership and positive work culture. [19:05] How our words boost the growth, individuality and self-advocacy of younger women at work. [24:00] Can you find peace with “enough” at 80% over perfectionism? [28:44] Tips to beat industry anxiety, including mentoring and WIPN. [32:11] Do you advocate for yourself against sexism in your industry? [37:04] A tribute to indomitable resilience leading to all round success. [41:17] What you will gain by evaluating impactful experiences. [45:04] To get in touch with Lisa Allen, email her at . Find her on LinkedIn at . If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit .
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Taking the Leap with Suzanne Mitchell: Building a Business Without a Roadmap
05/19/2025
Taking the Leap with Suzanne Mitchell: Building a Business Without a Roadmap
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 mentorship can shape your path, and the power of building a supportive network. Her story is full of real talk on navigating tough economic times with resilience and why it’s okay to pivot and redefine success on your own terms. Suzanne’s practical wisdom will resonate with any woman striving for both personal and professional fulfillment, taking bold risks and rewriting the rules of success. Tune in to be inspired by her infectious optimism, practical wisdom, and fearless spirit! Show Highlights: A fearless journey from opting out of college to building a successful branding business. [04:45] Reflections on balancing motherhood and business ownership. [08:14] Why Suzanne Mitchell swears by coaching as her game-changer. [11:19] The power of sales as the primary daily business imperative. [15:44] Discover hard lessons from the 2008 recession that helped Zamar in 2020. [19:15] The critical importance of financial advice to sharpen readiness and avoid oversight. [23:52] How do you, in practice, create a supportive network? [28:40] Insights on pioneering in screen printing as a woman. [29:50] How to delegate and trust your team, and shape a family-friendly company culture. [31:14] Surefire advice on fearlessness—plus, how to make Suzanne your mentor. [36:31] To contact Suzanne Mitchell, please visit . If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit .
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Speaking Up and Standing Out with Beth Hatcher: Owning Your Value and Trusting Your Skills
05/12/2025
Speaking Up and Standing Out with Beth Hatcher: Owning Your Value and Trusting Your Skills
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, ambition, and self-worth. Together, Lori and Beth discuss what it really means to be a team player, the realities of imposter syndrome, and the importance of building a supportive network. Whether you’re at the start of your career, transitioning into leadership, or simply seeking a boost of inspiration, Beth’s candid insights and actionable advice are sure to empower you on your own fearless path. Show Highlights: We’d love to have you join the conversation. [01:33] The power of storytelling with data and numbers. [02:39] Discover the innovative dimension creative origins can bring to technical roles. [05:08] How to build confidence through experience. [15:56] What being a team player isn’t and why it matters. [19:23] Reflections on the working mom dilemma, with a study-backed silver lining. [23:53] The importance of trusting in and stretching raw skills for first-time projects. [26:15] Essential career growth advice for aspiring professionals. [28:57] Explore the idea of loving what you do with the concept of ikigai. [36:25] If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit .
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Show Up, Serve, Succeed with Sheri Fitts: The Career-Changing Power of Contribution
05/05/2025
Show Up, Serve, Succeed with Sheri Fitts: The Career-Changing Power of Contribution
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 winding the road may be. Whether you’re navigating your own unconventional route or searching for inspiration to make bold career moves, Sheri’s story promises actionable wisdom, a dose of humor, and a reminder that your unique journey is worth celebrating. Show Highlights: Sheri Fitts’ leap from corporate America to a new business at 50. [08:51] Insights on developing an AI–EQ intersection to keep financial services valuable. [12:36] The importance of embracing market flexibility and new tech. [15:35] How to be in the right rooms to grow a keynote speaker business. [16:48] Have only women’s numbers improved in financial services’ gender bias? [22:28] Learn a unique blended approach to sales as speed and marketing as strategy. [27:05] Uncover a rising sales role and why women can earn top sales dollars. [32:09] Explore Sheri Fitts’ nonlinear path to success without college. [33:54] Find out how to have a winning sales conversation. [36:54] Advice to young women on being of service and joining organizations. [42:56] Connect with Sheri Fitts at , and be sure to make a note of this episode of Fearless Females in your message. You can also reach Sheri by visiting . If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit .
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Figuring It Out with Alison Rausch: The Beauty of the Unexpected
04/28/2025
Figuring It Out with Alison Rausch: The Beauty of the Unexpected
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 in her fearless approach to life's challenges and the wisdom she shares from her unconventional path. This episode is a must-listen for growth-oriented women eager to learn from a leader who has mastered the art of resilience and success. Show Highlights: The power of volunteerism in education. [04:07] How nonlinear career paths can bring unexpected vocations. [08:23] Why an intentional yes to opportunities matters if you're risk-averse. [11:02] The art of assessing advice. [16:23] How analytically embracing mistakes enriches you and others. [17:14] Are you prepared to go off-script in life’s unanticipated shifts? [22:32] Insights on modeling truthful work–life choices to preserve the irreplaceable. [32:36] The importance of learning to fail resiliently from school age. [40:02] To connect with Alison Rausch, please email her at . If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit .
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Investing in What Matters, Authenticity & Angel Investing with Natalie Levy
04/21/2025
Investing in What Matters, Authenticity & Angel Investing with Natalie Levy
In this inspiring episode, host Lorie Jones welcomes Natalie Levy, a trailblazer in the world of finance and the founder of She's Independent. Once told that women don't belong in finance, Natalie defied the odds by carving her own path on Wall Street and now leads an angel investment group aimed at empowering women to make significant money moves. Throughout their conversation, Natalie shares her remarkable journey, highlighting her transition from a lone woman in derivatives trading to a powerful advocate for diversity in financial decision-making. Full of heart and humor, Natalie reveals the trials she faced, the triumphs she achieved, and the crucial importance of raising one's voice—even in spaces that feel exclusive. Tune in to explore how Natalie is not just advocating for change but embodying it, and learn valuable lessons on authenticity and self-trust for women looking to lead fearlessly. Show Highlights: The power of an early habit of defying the odds to become a Natalie Levy. [04:06] The uncomfortable irony for women who successfully break into Wall Street. [06:25] Why girls should be encouraged to find their voice to catalyze meaningful life paths. [11:58] Discover how understanding neurodiversity can empower you. [13:56] Are you afraid to show up authentically at the office? [20:40] Finding strength to stand on merit despite the MRS degree prejudice. [21:38] The muscle test to know when to listen to or discard advice. [27:43] The art of the interview to face a phenomenal interviewer. [30:47] How Natalie Levy has honored and healed from significant loss. [32:06] Advice for young women on keeping femininity and gaining financial literacy. [41:08] If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit .
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Beyond the Badge with Christine Brite: Lessons from Law Enforcement and Life
04/14/2025
Beyond the Badge with Christine Brite: Lessons from Law Enforcement and Life
In today’s captivating episode, you will be inspired by the remarkable journey of Sgt. Christine Brite, a trailblazer in law enforcement and an advocate for resilience, as host Lorie Jones sits down with her, discussing Christine’s fascinating career from sergeant to licensed therapist for military veterans and first responders. Christine challenges the notion of simply enduring and instead highlights the power in knowing when to step back and recharge, with insights on maintaining balance, self-care, and strategic energy management. Whether it's balancing a high-stress career with motherhood and family life or navigating the challenges of being a woman in a male-dominated field, Christine's wisdom is sure to inspire young women forging their paths. Tune in to discover how she proves that courage and compassion can go hand in hand in achieving extraordinary success. Show Highlights: Sgt. Christine Brite’s career journey and twofold triumphs with her husband shot in the line of duty. [04:45] Get an inside view of walking the line as a female prison officer. [11:28] What’s the balance between self-care and resilience? [14:28] Where to step back from the pangs of caregiver syndrome. [17:57] The art of receiving advice and using the wisdom of hindsight. [20:19] What adjustments can working moms make to prioritize time with their children? [26:43] The power of embracing open-mindedness early. [30:02] Unlock tactical mindset skills from female police sergeant training to elevate your career. [33:26] Discover the challenges and strengths of women in law enforcement. [40:06] Empowering advice for young women to craft their paths and tribes. [47:17] To connect with Christine Brite, email her at . If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit .
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The Power of Being You with Janet Gipson: Owning Your Voice in Every Room
04/07/2025
The Power of Being You with Janet Gipson: Owning Your Voice in Every Room
Today, host Lorie Jones sits down with Janet Gipson, a pioneering talent acquisition executive, whose career has spanned engineering to sales and HR with remarkable success. The conversation explores Janet’s insightful journey from mechanical engineering to her passion for transforming talent acquisition. She shares powerful lessons on embracing authenticity and the courage to stand out boldly in the professional world. With her unique perspective on navigating career twists and ensuring alignment with personal values, Janet provides motivation for women eager to pursue their paths with confidence. Tune in to hear how a fearless mindset and a touch of audacity can shape extraordinary careers. This episode is a must-listen for any growth-focused woman ready to conquer new heights in her professional journey. Show Highlights: Discover The Art of Possibility on training your thinking. [03:04] Gain a unique view of blending STEM expertise and soft skills. [05:51] Explore the nonlinear strategy for a fulfilling career. [13:22] Why obtain only career coaching that elevates you to knowing how to fish? [14:35] The importance of leaning into fear, a step forward at a time. [20:10] Worthy reflections on navigating a profit-driven work culture. [22:20] Be empowered to wear the dress and your colors to the office. [28:12] Find out how to confidently claim your space in any room. [32:08] Have gender and racial biases eased with time for employed women? [35:53] Powerful advice for early career phases. [41:05] To connect with Janet Gipson, visit , or contact her via her website, . If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit .
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Unconventional Counsel with Erika Walters: Crafting a Life on Your Own Terms
03/31/2025
Unconventional Counsel with Erika Walters: Crafting a Life on Your Own Terms
In today's episode, host Lorie Jones is joined by Erika Walters. Erika is the powerhouse founder of Walters Law, a venture she launched almost overnight out of sheer determination and a drive to succeed after finding herself suddenly unemployed. Her journey is a testament to resilience, humility, and the power of asking for help, showcasing how you can craft a thriving career on your terms. From dreaming of the corporate law world to building her own successful practice, with candid reflections, Erika shares insights on navigating life’s twists with authenticity and determination. Her story is not just about legal triumphs but about designing a life that honors personal values and professional aspirations. Tune in to discover how Erika blends passion, faith, and a relentless drive to inspire every growth-oriented woman standing at the crossroads of ambition and action. Show Highlights: Why choice of specialization is the answer to practicing law while prioritizing family. [07:14] The joys of lifelong learning. [11:04] Do cultural norms inhibit your career progression? [12:51] Insights on wealth building by embracing passion over profit. [17:52] What a truly supportive marriage is that TV romances aren’t. [21:58] The power of innovating quickly when challenged to start a solo practice. [23:25] The benefits of embedding your authentic identity in your business. [26:00] The importance of humility and asking for help to navigate your career. [27:41] Learn about the pregnancy bias in legal hiring. [31:28] Advice on living in the now and creating family memories. [34:09] To connect with Erika Walters, please visit . If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit .
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Leading with Heart with Ellen Huff: Empowering Care and Connection
03/24/2025
Leading with Heart with Ellen Huff: Empowering Care and Connection
Join host Lorie Hones for an inspiring episode featuring Ellen Huff, a trailblazer in the healthcare industry and executive director of Savior Hospice in Lakeside, Arizona. Ellen shares her inspiring path from starting as an RN to leading her own team today at the executive level. Listen in as Ellen discusses the importance of building a strong support network and shares her own strategies for overcoming self-doubt and career hurdles. Her candid reflections on the challenges and triumphs of her path will encourage listeners to embrace their own unique journeys. This episode is a must-listen for growth-oriented women seeking inspiration and practical advice to excel in predominantly male-dominated fields. Tune in to hear Ellen's empowering story of resilience and leadership that proves when women lift each other, the sky's the limit. Show Highlights: The power of saying yes to unexpected career opportunities. [05:59] How the right support boosts your professional confidence. [08:56] Insights on pursuing doctoral studies as a working parent. [10:54] How to navigate first-year nurse practitioner anxiety. [16:13] Value of holistic industry exposure over specialty myopia. [23:10] Advice for 20-year-olds overcoming trauma and insecurity. [26:20] Modeling leadership as an executive director substituting as a CNA. [31:23] Explore gender dynamics specific to nursing. [34:25] Learn about serving as a business in underserved areas. [40:04] Do you have a supportive network of women as a woman? [44:01] If you would like to connect with Ellen Huff, email her at or visit . To learn more about Savior Hospice, please visit . If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit .
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Beyond the Books with Mary Papazian: Redefining the Academic Journey
03/17/2025
Beyond the Books with Mary Papazian: Redefining the Academic Journey
In this episode of Fearless Females, host Lorie Jones sits down with Dr. Mary Papazian, the executive vice president of the Association of Governing Boards for Universities and Colleges, to explore her inspiring journey in higher education. From a literature-loving childhood to ascending to prominent academic administrative roles, including university presidencies, Mary shares the pivotal moments and decisions that shaped her impressive career. She discusses the importance of continuous learning, being open to unexpected opportunities, and maintaining work–life balance. She also touches on unique challenges faced by women leaders and offers invaluable advice to young women eager to carve their own paths. Tune in to uncover the remarkable career insights of a seasoned leader dedicated to empowering the next generation of fearless females. Show Highlights: Where to find our new fearless website. [00:35] The importance of receiving feedback on the path to presidency. [09:15] The power of asking to create your opportunities. [12:52] Why women in leadership must guard personal time. [14:32] The trustworthy advice vs. unsolicited tips difference. [16:14] How to navigate the complexity of firing colleague friends. [20:06] Advice on humility and diverse connections to kick-start young professionals. [25:00] Self-care towards getting tenured as an academic. [28:55] Uncover gender-specific challenges in higher education. [33:15] Discover life’s art of embracing the present. [35:45] Connect with Dr. Mary Papazian at . If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit .
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Empowerment through Education and the Legacy of Dana Hunter at BYU
03/10/2025
Empowerment through Education and the Legacy of Dana Hunter at BYU
Today, host Lorie Jones sits down with Dana Hunter, an associate teaching professor at Brigham Young University, to discuss her remarkable journey. Initially, she had no aspirations for a professional career, intending to work from home. However, life had different plans, leading her through graduate studies and eventually to a fulfilling teaching career. In this episode, Dana shares how embracing unexpected opportunities and staying open to life's twists have given her a profound sense of fulfillment. We explore her passion for family and consumer sciences, her journey to becoming a tenured professor, and the valuable lessons she's learned about worth, perfection, and owning one's contributions. Tune in for an episode that promises inspiration and valuable advice for any professional woman navigating her unique journey! Show Highlights: Discover The Kitchen Counter Cooking School and why basic cooking skills matter. [03:24] The power of finding inspiration in the fundamental things of life. [07:15] The value of seizing unexpected graduate opportunities as females. [13:42] Unpack the fallacy of tying your perceived worth to success. [16:24] Do you diminish your role saying you're “just” part-time or adjunct? [20:03] Guidance for young women in career development. [24:02] Adapting to technology and finding generational humor. [25:28] What does pride in your children and students truly mean? [33:28] Advice to live by towards the future you who is competent. [37:26] If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit .
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Navigating Motherhood and Medicine with Dr. Sarah Menacho
03/03/2025
Navigating Motherhood and Medicine with Dr. Sarah Menacho
Join Lorie Jones in this episode as she introduces Dr. Sarah Menacho, a trailblazing associate professor of neurosurgery who is redefining success in a rapidly evolving male-dominated field. Discover how her spontaneous decision to explore neurosurgery led to an unyielding career passion—with early inspiration from her psychiatrist mother and a pivotal stint in the Peace Corps that solidified her interest—and the sacrifices and investments she has made along the way, including a recent MBA to better navigate the business side of medicine. She candidly discusses the intricate balance of managing a demanding occupation alongside motherhood, emphasizing that success is possible on all fronts for professional women who are striving for excellence and personal fulfillment. Tune in to be inspired by her message of resilience and fearless ambition! Show Highlights: Follow Dr. Sarah Menacho’s inspiring journey into medicine. [04:50] Why women in all fields should earn MBAs. [08:28] Is early rising the ultimate time management hack? [10:50] Sail past projections and vague feedback as women in male-dominated fields. [12:59] The power of female role models who haven’t sacrificed motherhood. [20:07] Advice to overcome early-career doubts. [23:32] Bust myths of being a mom vs. brain surgeon. [33:51] How to navigate choosing a medical specialty. [36:08] If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit .
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Never Play Small with Cate Hollowitsch: The courage to be "Too Much"
02/24/2025
Never Play Small with Cate Hollowitsch: The courage to be "Too Much"
In this episode of Fearless Females, host Lorie Jones presents Cate Hollowitsch, the dynamic chief marketing officer of Nesnah Ventures, who transcended her introverted beginnings to become a powerhouse in the marketing world. Cate recounts the pivotal moments that shaped her career, from the life-changing move to Honolulu at 18 to overcoming the challenges of being told she was "too much" in a male-dominated workplace. Discover how she embraced her authenticity, learned never to play small, and found a workplace that celebrated her vibrant energy and ideas. Plus, she offers valuable advice for young women starting their careers, encouraging them to be fearless in shining their light. Tune in for an inspiring narrative of perseverance and the pursuit of personal truth in professional spaces, a must-listen for those ready to chart their fearless path. Show Highlights: How tragedies can be your greatest teachers. [05:33] What’s your response to your talent being discouraged? [15:27] The importance of situational awareness with feedback. [20:17] Do workplaces lack bold change-making voices? [25:00] Why it’s better to value your past rather than regret it. [28:42] Find courage to align work and life later in your career. [31:54] The power of minimalism and letting go. [33:28] Tips to help your children become strong adults. [36:44] The “What am I choosing today?” dilemma of working mothers. [38:45] The No. 1 piece of advice for every early-career woman. [47:03] Visit to connect with Cate Hollowitsch. If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to . This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products. The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional. For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit .
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