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!

Resilience by Design with Paige Wiese: Turning Setbacks into Strategy 11/17/2025

Resilience by Design with Paige Wiese: Turning Setbacks into Strategy In this episode, host Lorie Jones sits down with Paige Wiese, founder and CEO of Tree Ring Digital, to explore the power of resilience and the courage it takes to forge your own path. Paige shares her unconventional journey from aspiring architect to entrepreneur, detailing how unexpected health challenges pushed her to reinvent her career and build a thriving digital agency. The conversation highlights lessons on trusting yourself, embracing risk, and the importance of setting up solid processes from the start. Paige also opens up about navigating professional advocacy with her young age and gender identity as a business owner, and discusses the wisdom she has gained from challenges and setbacks. Whether you're just starting out or looking for motivation to continue your entrepreneurial journey, this episode offers powerful insights and advice for any woman daring to dream big and succeed fearlessly. Show Highlights: Signals of entrepreneurialism in boredom, doodling, and job struggles. [05:05] Are agencies moving to hybrid or fully remote work models? [08:00] Making health a foundational priority, epilepsy, and wellbeing. [12:01] Adventurous living, with limitations as a catalyst and wake-up call. [15:58] Should you niche down or diversify your service offering? [17:33] The downstream benefits of slowing down and documentation. [21:57] Why before-40 self-advocacy and financial planning matters. [26:27] The power of embracing mistakes with ease and transparency. [28:37] Proving expertise over gender identity in business ownership. [32:51] Career rollercoaster and seasonality advice for young women. [37:30] DM Paige Wiese on LinkedIn at if you have any questions. 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 . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/39006520

Rewriting the Rules with Liz Wendling: Authenticity is your Sales Superpower 11/10/2025

Rewriting the Rules with Liz Wendling: Authenticity is your Sales Superpower Today, our host Lorie Jones sits down with dynamic sales trainer and business consultant Liz Wendling for a candid conversation to explore the power of authenticity in the sales world, particularly for women navigating traditionally male-dominated industries. Liz shares her unconventional journey from a Manhattan advertising agency to top sales producer, all while challenging the old-school, cookie-cutter methods she encountered along the way. You’ll hear how Liz learned to trust her gut, break industry norms, and create her own successful approach to selling—one that centers on being genuinely herself. Through this engaging discussion, you’ll gain practical wisdom for trusting intuition, investing in personal growth, and boldly defining your version of success. Whether you’re just beginning your career or seeking inspiration to lead more authentically, this episode offers empowering insights, real-life stories, and actionable advice on forging a fearless path—your way. Show Highlights: Straight line vs. circle/zigzag approaches in life and business. [03:34] The power of Liz Wendling’s non-salesy selling. [06:39] Building people and results using interpersonal kindness. [10:26] What do head-driven vs. gut-driven decisions signal? [13:43] Why the advice “Don’t sell, just serve” is wrong. [18:49] Exit misaligned spaces by their expiration dates to start fresh. [22:56] The path to freedom with a congruent work–life identity. [27:34] How to redefine rejection pain and turn it into sales growth. [33:53] Lessons on being a female leader in male-centric sales. [39:02] Authentic sales strategies and messaging techniques. [40:49] Sales inevitability and learnability advice for young women. [46:13] Connect with Liz Wendling at on LinkedIn. To get in touch with Liz or explore her work, go to , where you can also find her books Sell Without Losing Your Soul and The Heart of Authentic Selling. 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 . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/38893045

Owning the Hard Path with Marta Spirk: How to Turn Fear into Fuel for Your Next Adventure 11/03/2025

Owning the Hard Path with Marta Spirk: How to Turn Fear into Fuel for Your Next Adventure This week, host Lorie Jones sits down with Marta Spirk, a singer, speaker, and visibility coach with an extraordinary journey. Born and raised in Brazil, Marta’s passion for languages and music led her to eventually launching a multifaceted business here in the U.S.—all while navigating the joys and chaos of raising triplets! In this candid conversation, Marta shares how embracing discomfort and blazing her own trail became the cornerstone of her success. She opens up about the challenges of balancing motherhood, entrepreneurship, and self-identity. She reveals the pivotal role of mentorship, the lessons learned from setbacks, and how owning her strengths as a speaking coach empowered her to help other women step into the spotlight. If you’re looking for inspiration, actionable advice, and a reminder that being “fearlessly uncomfortable” is often the secret to growth, don’t miss Marta’s empowering story! Show Highlights: Help Fearless Females inspire and elevate more women. [00:29] Napoleon Hill’s lesser-known gem, Outwitting the Devil. [04:09] Rediscovering identity and personal purpose with motherhood. [09:04] The power of redefining the status quo with a unique path. [12:21] Why male mentors with successful work and family lives matter. [14:36] The best timing, format, and steps to publish your first book. [18:15] Are you afraid to claim a lane because others also excel in it? [22:40] A pivotal question to help make the full-time vs. working mom choice. [30:32] Lessons on embracing uncomfortable growth experiences. [38:42] Actionable steps for young women to start networking. [42:03] To reach out to Marta Spirk or explore her work, find her on LinkedIn at or visit 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 . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/38823210

The Power of Owning Your Worth with Lori Cornetta: Why You Need to Know Your Value 10/27/2025

The Power of Owning Your Worth with Lori Cornetta: Why You Need to Know Your Value Welcome to Fearless Females! In today’s episode, host Lori Jones chats with Lori Cornetta—author, sales coach, and speaker—whose bold career path spans from advertising to medical device sales. Lori opens up about advocating for herself, confronting industry gender biases, and the importance of knowing your worth. She shares how great mentors shaped her journey, lessons learned from financial ups and downs, and advice for young women breaking into male-dominated fields. Get ready for an honest conversation packed with practical insights, personal triumphs, and encouragement to “be your own hero.” If you’re looking for inspiration and real strategies to own your value and accelerate your career, this episode is for you! Show Highlights: Knowing Your Own Worth [00:00] Learning about self advocacy and success [4:50] How to defy doubts and stereotypes [8:50] The importance of great mentors and colleagues [11:57] How to create positive energy and pay it forward [17:52] Finding the balance between work and family to achieve better outcomes [23:02] Sales, Love and Success [25:10] How to cultivate relentless pursuit in your goals [35:09] How to connect with Lori Cornetta: Check out her book, Stealth Sales Secrets: 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 . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/38794455

Never Betray Yourself—The Power of Listening to Your Inner Voice with Hannah Hembree Bell 10/20/2025

Never Betray Yourself—The Power of Listening to Your Inner Voice with Hannah Hembree Bell In this inspiring episode, host Lorie Jones sits down with Hannah Hembree Bell, founding attorney at Hembree Bell Law, to talk about how choosing the bigger life can transform your personal and professional journey. Hannah shares her winding path from communications major to successful attorney, the value of investing in education—even when it means taking on student loans—and why listening to your own inner voice is essential for growth. With candid reflections on overcoming self-doubt, taking brave leaps, and redefining what "selfish" means for women, this episode is brimming with wisdom for young women forging their paths, especially those venturing into traditionally male-dominated fields. You'll hear practical advice on living according to your values, the power of a growth mindset, and how to claim your worth without apology. If you’re ready to be inspired, challenged, and equipped for your journey, this conversation with Hannah promises to deliver the insight you need to choose your own bigger life! Show Highlights: Update on joining Tandem Financial with the Fearless brand. [00:34] The importance of values-based spending, plus a helpful book. [03:47] Why journalism is the best major for law students. [08:33] Are student loans an advisable investment that gets a bad rap? [09:50] Litmus-test the life you think you want before pursuing it. [14:43] Growth mindset and marrying for your thirties if in your twenties. [16:46] What it means to “choose the bigger life” when in doubt. [20:23] Avoiding self-betrayal and blooming in your season in life. [21:42] The power of reframing selfishness and self-care as women. [28:25] How to build confidence with the “win or learn” philosophy. [32:27] Womanhood as an asset with a full stop to victim mentality. [34:50] Success tips and humble corrections for the next generation. [40:51] Visit to join or learn more about Hannah Hembree Bell’s “My Confident Life Circle.” Follow and DM Hannah Hembree Bell on social media @hannahcannah. 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 . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/38628590

From White House Intern to CEO, Rhonda Overby on Grit, Growth, and Fearless Ambition 10/13/2025

From White House Intern to CEO, Rhonda Overby on Grit, Growth, and Fearless Ambition In this episode, host Lorie Jones spotlights powerhouse Rhonda Overby, chair and CEO of Camera Ready, who went from humble beginnings to reporting at the White House and ultimately building her own thriving business. You’ll hear how Rhonda built a remarkable career in network news before boldly pivoting to entrepreneurship, founding her own strategic communications company. Along the way, she shares how perpetual learning, smart financial decisions, and knowing when it’s time to chase new challenges shaped her extraordinary career. She also opens up about navigating unique challenges as a woman, learning the value of firm boundaries—and her proudest accomplishment of all: raising a thriving daughter while paying it forward. Tune in for a masterclass in self-belief, ambition, and making things happen on your own terms—this episode will leave you inspired to dream big and work fearlessly towards your goals. Show Highlights: A masterclass in choosing and pursuing the right career path. [05:29] Becoming an entrepreneur to create generational wealth. [11:26] The power of perpetual learning and identifying self-mastery. [14:05] Financial lessons for minimizing debt and learning to invest. [16:54] Why you must seize unique, time-sensitive opportunities. [23:06] How to handle the fear of failure with mindfulness strategies. [30:27] “Me-too” moments, and gender bias in entrepreneurship. [33:55] The need to dismantle myths about success for young women. [36:46] What does it mean to raise children vs. being their friend? [40:12] “Why, what, how” advice for the next generation of career women. [42:48] To connect with Rhonda Overby or learn about her signature message, “Propertize®”, email her at or 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 . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/38536235

The Power of 1% with Danaya Wilson: Building Meaningful Change Over Time 10/06/2025

The Power of 1% with Danaya Wilson: Building Meaningful Change Over Time In this episode, host Lorie Jones features Danaya Wilson, the trailblazing CEO of BetterCertify and author of Changemakers Wanted. Danaya shares her journey from launching a career during the Great Recession to leading transformative change in the hazardous materials industry. This conversation highlights the concept of “micro-progressions”—simple, 1% improvements made over time, creating meaningful change—and explores the challenges and rewards of making bold moves in male-dominated fields. Danaya also candidly discusses impostor syndrome, making career pivots, and how furthering her education empowered her trailblazing entrepreneurial spirit. Plus, she shares practical tips for young women on building confidence, self-advocacy, and leveraging existing circumstances to create opportunities. Tune in for an energizing, honest conversation with a true changemaker who offers powerful, actionable wisdom for anyone ready to shape a fearless career. Show Highlights: How BetterCertify was born of a pivot from a family business. [06:37] The power of higher education to unlock growth in outdated industries. [13:31] Shift the focus to granular steps toward broader change. [17:20] What are “micro-progressions”? [19:30] Storytelling as a way to empower female leadership. [22:09] Learning to trust yourself away from impostor syndrome. [24:40] Why self-advocacy matters to create respectful workplaces. [31:25] Does overworking signal a fear of being viewed as unworthy? [38:14] Moving to equity from informal “housekeeping” workplace roles as women. [42:48] Growth, courage, and fulfillment in resilient motherhood. [49:04] Valuable advice for young women early in their careers. [51:12] To connect with Danaya Wilson, visit or . 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 . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/38398400

The Human Side of Success with Rachel Platt: Creating Cultures of Care 09/29/2025

The Human Side of Success with Rachel Platt: Creating Cultures of Care In this empowering episode, host Lorie Jones is joined by Rachel Platt, dynamic CEO of PLATTinum Consulting, for a candid look at her inspiring journey from corporate HR leader to building her own thriving people strategy business. Rachel shares how she overcame imposter syndrome, why self-advocacy in the workplace is crucial, and the importance of living out your authentic values—especially kindness. She offers honest advice about pivoting after reaching long-held goals that don’t feel quite right, and emphasizes why no one should ever feel bad for doing more or being kinder. Packed with actionable tips and encouragement, this conversation will motivate you to speak up, embrace growth, and never underestimate the impact of a little extra kindness. Tune in and get inspired to take your next bold step! Show Highlights: Three impactful business must-reads for professional women. [03:38] Discovering the perfect blend of passion and profession in HR. [06:13] Changing course from a high-level corporate role to consulting. [10:23] Explore the realities of building a woman-owned startup. [13:23.7] How certification is additive to dispel impostor syndrome in women’s careers. [16:19] The power of self-advocacy as women, plus actionable steps. [21:47] Lessons on compassionate, human-centered change management. [32:17] Why hiring expertise matters to solve entrepreneurial gaps. [35:45] Do well-meant gender microaggressions need an assertive response? [39:55] Key advice for young women for empowered work and lives. [48:16] Connect with Rachel Platt on LinkedIn at . To learn more about PLATTinum 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 . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/38353625

From Intent to Impact with Lori Frasier: Building Teams That Thrive 09/22/2025

From Intent to Impact with Lori Frasier: Building Teams That Thrive In this inspiring conversation, host Lorie Jones sits down with Lori Frasier, founder and CEO of BrightPath Workforce Strategies, to explore the challenges, breakthroughs, and lessons that have shaped her extraordinary career in corporate America—from her unconventional start from a clerical role at American Express to discovering her calling in HR and leadership, steadily rising to executive roles at Western Union and KeyBank, to founding her business. You’ll hear her discuss the power of personal investment, vulnerability in leaders, the importance of professional networks, and the realities of being a woman at the executive table in male-dominated industries, revealing how to navigate the workplace “boys’ club.” Tune in for Lori’s raw, relatable insights packed with actionable wisdom for young women carving fearless paths. She reminds us that while good intentions matter, it’s the impact we have on others that truly defines our legacy! Show Highlights: The value of testing the corporate waters early with curiosity. [04:58] Assimilation and rule-learning at work as a path to influence. [09:16] Why coaching matters from early career to the C-suite. [11:06] How to find women’s professional groups and mentor circles. [14:51] The value of vulnerable leadership over command and control. [18:16] What can be done to make work cultures work for everyone? [25:14] Are great leaders born or made with ongoing improvement? [28:21] Learning to speak less and listen more as a leader. [32:32] The power of reframing impostor syndrome as humility. [34:04] How deliberate mutual inclusion can break ingrained gender barriers at work. [38:06] Key “intent vs. impact” advice for young career women. [45:32] Connect with Lori Frasier on LinkedIn at or by emailing 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 . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/38221620

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 . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/38140735

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 . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/38100805

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 . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/37958815

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 . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/37902030

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 . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/37756490

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 . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/37636895

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 . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/37546310

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 . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/37483120

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 . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/37240280

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 . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/37111555

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 . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/37009350

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 . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/36847455

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 . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/36887015

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 . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/36692120

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 . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/36623515

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 . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/36622270

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 . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/36562195

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 . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/36467225

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 . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/36386200

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 . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/36293015

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 . /episode/index/show/f0eda83a-3308-49ac-b20b-88015853608c/id/36204830

Fearless Females

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