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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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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Driven to Succeed with Tali Levin: A Guide to Thriving in Tough Industries
02/17/2025
Driven to Succeed with Tali Levin: A Guide to Thriving in Tough Industries
In this episode, host Lorie Jones sits down with Tali Levin, a business broker for Transworld Business Advisors whose unconventional path to success will ignite your ambition. Starting as a single mom with car troubles, Tali plunged into the male-dominated automotive industry, becoming an ASE-certified technician. Her journey continued with a successful leap into business brokerage, where she now empowers others with her wealth of experience. Tali's story is filled with grit, resilience, and a relentless pursuit of self-education. She embodies the mantra that with the right mindset, one can overcome any obstacle. Gain insights into her philosophy of leveraging challenges into strengths and fostering relationships that lead to professional triumphs. Get ready to be inspired and motivated by Tali Levin's fearless journey! Show Highlights: How a car repair led to Tali Levin’s automotive industry career. [05:56] Golden rule for discovering your perfect career path. [10:17] Why it’s better that women avoid industry romances. [11:07] Advice for navigating male-dominated fields using women’s strengths. [14:15] The importance of trust in calculated risks in self-employment. [16:46] The power of owning your perspective irrespective of advice. [19:00] How to genuinely remove impostor syndrome from your life. [26:48] Pivotal advice for young women to unlock freedom to grow. [29:47] Is there a self-imposed ceiling in your life? [35:34] Explore the progress women have made in the auto industry. [40:40] Connect with Tali Levin on Linkedin at , or visit to learn more about 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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Dream Bigger with Marla Sofer: Shaping the future of FinTech
02/10/2025
Dream Bigger with Marla Sofer: Shaping the future of FinTech
Get ready for an electrifying episode today as host Lorie Jones sits down with Marla Sofer, the dynamic founder and CEO of Knomee. From her early days in nonprofit and financial services to her decision to launch a groundbreaking fintech startup, Marla's story is a testament to the power of ambition and resilience. She shares her unique insights on dreaming big, pushing past fear, and setting an inspiring example for the next generation. This conversation is packed with invaluable advice for any growth-oriented professional woman. Don't miss this incredible opportunity to learn from one of the most fearless women in finance and tech. Show Highlights: Discover Marla Sofer’s nonlinear career path and Knomee. [04:19] Unlock crucial money questions you must ask yourself. [07:11] Are you committed to modelling fearlessness? [11:01] The art of defying bad advice with grace and purpose. [14:33] What’s the right balance between ambition and patience with career shifts? [19:23.6] In-depth lessons in resetting fears in entrepreneurship. [24:57] Unique challenges as a woman in finance and tech. [28:35] The importance of nurturing generational pride and values. [31:45] Three key precepts for young women to observe forging ahead. [35:18] Connect with Marla Sofer at or via her website 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 Money Silence with Kathleen Burns Kingsbury: A Journey from Psychology to Finance
02/03/2025
Breaking Money Silence with Kathleen Burns Kingsbury: A Journey from Psychology to Finance
In this episode, host Lorie Jones features Kathleen Burns Kingsbury, a passionate advocate for financial literacy and the author of Breaking Money Silence now in its second edition. Kathleen shares her inspiring story of transitioning from banking and mental health counseling to empowering women in finance. She melds her expertise to help women open up about money, harness their worth, and build confident, financially empowered lives. Whether you’re just starting your career or looking to break through financial taboos, this episode offers a wealth of knowledge and inspiration. Tune in and get ready to be fearless with Kathleen Burns Kingsbury. Show Highlights: Understand your money scripts with Ebenezer Scrooge. [00:03:21] Did you know you could shape your own expertise and job description? [00:09:54] How transformative coaching can ignite your true calling. [00:12:41] The power of self-permission to take on career pivots. [00:15:19] Is your marketing voice correct for your unique brand personality? [00:17:13] The importance of measured emotional responses at work. [00:23:20] Wisdom and hope for young women to navigate their 20s. [00:26:37] Lessons in fearlessness and embracing the unknown. [00:28:34] Why women must celebrate each other abundantly in male-dominated fields. [00:36:57] Advice for young women to make authentic choices. [00:43:07] To learn more about Kathleen Burns Kingsbury or to connect with her, visit or . Kathleen is offering a 10% discount on her book Breaking Money Silence and a free handout to help prepare for money conversations. Here is the link for . If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to .
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Embracing Authenticity with Irene Barnett: Redefining Success in Business
01/27/2025
Embracing Authenticity with Irene Barnett: Redefining Success in Business
In today’s episode, host Lorie Jones sits down with Irene Barnett, a powerhouse senior business consultant whose journey from the film industry to tech entrepreneurship will leave you both enlightened and motivated. Discover how Irene conquered financial uncertainties, tackled gender biases, and balanced career and family life. Hear her inspiring thoughts on self-compassion, positive affirmations, and the value of authenticity, and uncover her career philosophy of learning without regrets. Whether you’re just starting your career or looking to make a courageous leap, packed with wisdom, this conversation promises to ignite your inner courage and drive. Tune in to hear how embracing risks and learning from every experience can pave the way for remarkable success! Show Highlights: Discover the power of spontaneity and flexibility for rewarding new strides. [00:07:32] Why planning and support are essential when taking career risks. [00:14:18] Is creativity a destination or an unlimited everyday skill? [00:19:16] How to consider the “alternate you” with lessons without regrets. [00:25:12] Explore the all-encompassing value of authenticity. [00:29:48] Learn how to unleash your fearlessness and live in its reality. [00:35:16] How working mothers’ experience has positively shifted over time. [00:39:00] Unlock compassionate advice for young women to launch and thrive in male-dominated fields. [00:49:21] To connect with Irene Barnett, visit . If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to .
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Finding Strengths and Firing Critics with Gayle Pottle: A Journey of Leadership
01/20/2025
Finding Strengths and Firing Critics with Gayle Pottle: A Journey of Leadership
Today, host Lorie Jones sits down with trailblazer Gayle Pottle, President of AdventHealth Rocky Mountain Foundation. Gayle shares her inspiring journey from marketing in Fortune 100 tech companies to making a profound impact in healthcare philanthropy. Get ready to hear about her career-defining moments, such as attending Harvard Business School’s Women's Leadership Forum and her life-changing move to Boston. Tune in for actionable advice on embracing lifelong learning, building a 'personal board of directors,' and harnessing your strengths to lead with confidence. This episode is a must-listen for growth-oriented professional women eager to blaze their own trails. Show Highlights: How biographies broaden perspectives and empower. [00:03:44] Gain insights on healthcare philanthropy to inform alternate career paths. [00:07:53] The power of meaningful lifelong educational pursuits. [00:13:28] Do you evaluate the career advice you receive? [00:16:51] Discover the “Three M’s” toolkit for career maintenance. [00:19:08] Lessons in dealing with job relocations with your spouse. [00:21:50] How to conquer fears and embrace life’s high dive. [00:25:54] Can the 33% gender pay gap in healthcare philanthropy be closed? [00:29:49] The importance of firing the inner critic as women. [00:33:38] Key assessment advice for early-career women. [00:38:08] To connect with Gayle Pottle, visit . If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to .
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Career Reimagined: Stacey Linderman's Journey from Corporate CFO to Business Owner
01/13/2025
Career Reimagined: Stacey Linderman's Journey from Corporate CFO to Business Owner
Get ready for another episode of Fearless Females as host Lorie Jones sits down with Stacey Linderman, who transformed her career from a stable CFO to the dynamic founder of A6 Financial and Business Optimization. Stacey's story is packed with lessons on financial independence, navigating male-dominated industries, and breaking traditional gender roles. Hear how the support of her inner circle and the courage to take risks propelled her to new heights. Her insights will empower growth-oriented professional women to embrace authenticity and redefine success on their own terms. Tune in for an inspiring conversation that celebrates resilience, bravery, and the pursuit of excellence. Show Highlights: Discover the perfect guide for authenticity-powered sales success. [00:01:27] Why education is the key to prevail over your money story. [00:04:03] The power of leadership development in female leadership. [00:11:47] The importance of integrity and ethical standards in finance and leadership. [00:15:37] Are you afraid of making mistakes at work? [00:19:37] How to embrace your career adventure with trust. [00:23:10] Explore aspects of teaching children financial responsibility. [00:28:28] Stigma-shattering tips for women in male-dominated fields. [00:32:03] Should duties in families be gendered or strengths-based? [00:36:30] Advice for seasoned and new female professionals. [00:40:40] If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to .
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Navigating Personal Betrayal and Professional Triumph with Vanessa Cardenas
01/06/2025
Navigating Personal Betrayal and Professional Triumph with Vanessa Cardenas
In this episode, host Lorie Jones welcomes the dynamic Vanessa Cardenas, CEO of UnderstandingEar.com. Vanessa shares her remarkable journey from managing a family business to founding her own company. She reveals how she overcame personal betrayals and professional challenges, linking them to valuable lessons in self-worth and leadership. Get ready to be inspired by her strategies for fostering creativity, redefining success, and building a supportive community. Empower yourself with Vanessa's motto: "Live your life by your own design, with purpose, on purpose." This is a conversation every growth-oriented professional woman won't want to miss. Show Highlights: Gain inspiring insights on rebuilding life past the pain of betrayal. [00:05:23] Limitless work as if you own the business vs. scaling back unpaid hours. [00:11:01] Explore coaching as your vehicle to unstoppable self-worth. [00:14:47] Do you listen to your inner voice as a woman? [00:18:38] What to do when toxic friction occurs from a mentor. [00:21:01] The importance of building a genuine support network. [00:23:32] Learn the art of intentionality in living by design. [00:28:55] How life-goal planning results in true self-care and creative stillness. [00:35:05] Why empathetic leadership from women to women matters. [00:39:44] Unlock your potential with fierce self-confidence. [00:42:42] If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to .
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Breaking Free, Finding Purpose, and Empowerment with Alanah Phillips
12/30/2024
Breaking Free, Finding Purpose, and Empowerment with Alanah Phillips
This week, the spotlight is on Alanah Phillips, the vibrant founder of Advisor Launch Lab. Alanah shares with host Lorie Jones how she boldly left unfulfilling situations—from insular communities to dead-end jobs—embracing new opportunities and growth. Hear her powerful insights on the importance of male mentorship, viewing life as an experiment, and balancing ambition with authenticity. With stories of resilience, valuable advice, and a dash of humor, this episode is packed with wisdom for growth-oriented professional women looking to rise in their careers. Don’t miss this enlightening conversation designed to fuel your journey to success. Show Highlights: How Alanah Phillips pivoted from “boring” retail to “fun” finance. [00:05:15] The importance of supportive partners to unlock women’s potential. [00:10:27] Have you been told not to get ahead of yourself? [00:14:04] What Adam Grant’s study reveals about powerfully failing. [00:16:51] Why naturally evolving transitions yield better transformations. [00:18:15] Learn the crucial skill of not taking things personally. [00:23:45] Should women embrace their personal style early-career? [00:26:19] Tap into the power of leaving non-serving situations. [00:31:52] The value of being audacious yet strategic in career pursuits. [00:37:15] Insights on the vital contribution of male mentors to women’s careers. [00:39:33] If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to .
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Overcoming Burnout and Rebuilding a Flourishing Career with Elizabeth Bachman
12/23/2024
Overcoming Burnout and Rebuilding a Flourishing Career with Elizabeth Bachman
Host Lorie Jones is thrilled to introduce today's power-packed episode with Elizabeth Bachman, CEO of Strategic Speaking for Results. Elizabeth's incredible journey from the opera stage to executive coaching is filled with hard-won lessons on resilience, mastering communication, and breaking through the glass ceiling. She'll share how she turned career setbacks into stepping stones and why learning to ask for help can skyrocket your professional growth. Whether you’re navigating the corporate world or leading a team, Elizabeth’s insights will inspire and equip you to make bold moves and claim your worth. Get ready for an episode brimming with actionable advice and real-world success stories. Show Highlights: How Elizabeth Bachman faced opera’s gender bias. [00:05:35] Discover the true key to breaking the corporate glass ceiling. [00:07:47] How to effectively navigate a career pivot with resilience. [00:11:17] Foremother conditioning you must discard to assert your value. [00:15:55] Do women hesitate to ask for help and seek mentors? [00:19:07] Why taking the time to mourn ending dreams matters. [00:26:24] Tap into your biggest marketing tool hidden in your voice. [00:29:44] Find out how to seek Elizabeth Bachman’s mentorship. [00:35:05] If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to h.
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Beyond Limits with Dr. Kelly Schuh: Building a Life of Abundance
12/16/2024
Beyond Limits with Dr. Kelly Schuh: Building a Life of Abundance
Today, host Lorie Jones chats with the extraordinary Dr. Kelly Schuh, a “worth and wealth alchemist,” coach, and international speaker. From her bold move to start a chiropractic practice against all odds to becoming a multi-six-figure CEO, Kelly shares her secret sauce for aligning your values with your business. Expect powerful insights on leveraging universal laws, the importance of authenticity in personal branding, and why having the right coach can change everything. Plus, don't forget to check the show notes for a special free gift—a mini video training titled 11 Laws to Living the Limitless. This episode is your ultimate motivation boost—let's power up your journey! Show Highlights: How a dare shot Dr. Kelly Schuh from adversity to power. [00:04:57] Discover the money pattern that inhibits women’s success. [00:11:41] How to find the right coach to unlock your true potential. [00:13:14] Is scarcity an illusion in saturated markets? [00:16:15] The power of using the whole you in personal branding. [00:19:00] The art of finding intrinsic self-worth over perfectionism. [00:26:07] Gain a tool to step into the hidden CEO identity in yourself. [00:33:08] Learn about life by design for your ideal work-life balance. [00:34:43] Why a woman must advocate for wage equality for herself. [00:36:15] Embrace and embody that you're worth it and you're enough. [00:44:01] To contact Dr. Kelly Schuh and access her free gift to you, visit . If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to .
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Launching Dreams with Dana Kirchmar: Empowering Women in Aerospace
12/09/2024
Launching Dreams with Dana Kirchmar: Empowering Women in Aerospace
Today, Lorie Jones is thrilled to sit down with Dana Kirchmar, the audacious force who launched a shuttle into space at 21 and now leads the Elevate Initiative. Dana’s journey from classified satellite work at Lockheed Martin to pioneering roles in the aviation industry with companies like Honeywell and Cessna is nothing short of electrifying. She’ll share her compelling insights on authenticity, the power of small wins, and the importance of mentoring women in STEM. This episode promises to be a treasure trove of inspiration and actionable advice for every professional woman to navigate and excel in challenging career landscapes. Don’t miss it! Show Highlights: Follow an audacious female’s career in aviation and aerospace engineering. [00:04:23] Can we beat these statistics of women in aviation and aerospace? [00:13:32] Discover STEM/aviation and aerospace study opportunities for girls. [00:16:45] The importance of creating change beyond DEI programs. [00:23:44] Why choosing career over family needs ongoing reflection. [00:26:38] The power of unwavering authenticity for true growth. [00:31:15] How to unleash true daily joy to cure impostor syndrome. [00:36:33] What are the stories behind the stories of women in male-dominated fields? [00:38:29] Insights on resilience and finding opportunities in setbacks. [00:42:19] Unlock top career advice for young professional women. [00:45:32] To contact Dana Kirchmar, email her at . If you enjoyed this episode, please go to and leave a review! For more information about Lorie Jones, go to .
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