Building Wealth with Purpose: Denise Sarkor’s Holistic Approach to Financial Planning

Badass Women in Business

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1
Tag Team Talent Bonus Show #1 "Mack & Jamie" 5:37

منذ 4 أيام5:37

التشغيل لاحقا

قوائم

إعجاب

احب

5:37

Great short Bonus Show for all our loyal podcast fans. This week a tremendous comedy team shares comedy and music...it's "Mack & Jamie" , stars of TV's "Comedy Break"; sharing loads of musical humor. Enjoy!

منذ عام واحد 44:58

MP3•منزل الحلقة

Send us a text

In this episode of Badass Women in Business, Denise Sarkor, Liberian-American financial advisor and principal of Sarkor Financial Advisors, shares her inspiring journey from being a refugee to becoming a trailblazer in wealth management. Denise talks about the importance of holistic financial planning, overcoming limiting beliefs, and the power of community in achieving financial success. With her unique perspective, she empowers women entrepreneurs, career professionals, and community leaders to align their financial decisions with their life goals.

Denise’s approach goes beyond the numbers—she’s a “doctor for people’s finances,” treating the root causes of financial challenges, not just the symptoms. Tune in for actionable insights, inspiring stories, and a fresh perspective on building wealth with purpose.

Disclaimer: No direct financial advice is provided in this episode. Sarkor Financial Advisors LLC (“Sarkor Financial”) is a registered investment advisor offering advisory services in the State of Georgia, the State of New Jersey, and other jurisdictions where exempt nationwide. Registration does not imply a certain level of skill or training.

Show Notes:

What You’ll Learn in This Episode:

The Power of Holistic Financial Planning: Why addressing beliefs about money and creating systems is essential for financial success.
Denise’s Journey: From surviving a civil war to helping others thrive through financial planning and wealth management.
The Importance of Community: How building a personal advisory board can enhance decision-making and overall financial health.
Navigating Financial Literacy: Practical advice for overcoming gaps in knowledge and making informed financial decisions.
Understanding RIAs: The benefits of working with a Registered Investment Advisor and how fiduciary standards protect clients.
Who Denise Serves: Entrepreneurs, career professionals, and community leaders seeking holistic financial guidance.

Mic Drop Moment:
“Money is simply a tool to achieve the life you want and the impact you want to leave on society. When we lose sight of that, we lose sight of what wealth truly means.”

One Key Takeaway:
Take time daily to be still and connect with yourself. In a noisy, fast-paced world, this practice ensures alignment with your life’s purpose and helps you stay on track with your goals.

Connect with Denise Sarkor:

Website: Sarkor Financial Advisors
Facebook: @denisesarkor
Instagram: @denisesarkor
LinkedIn: Denise Sarkor
YouTube: Denise Sarkor

If you’re ready to rethink your relationship with money and build weal

Keep up with more content from Aggie and Cristy here:

Facebook: Empowered Women Leaders
Instagram: @badass_women_in_business
LinkedIn: ProveHer - Badass Women in Business
Website: Badasswomeninbusinesspodcast.com
Athena: athenaac.com

91 حلقات

#MBA #Entrepreneur #Business #Self-Improvement #Aggie & Cristy #Women #Leaders #Podcasting Education #SHEros #Business Owners

Badass Women in Business

Building Wealth with Purpose: Denise Sarkor’s Holistic Approach to Financial Planning

Badass Women in Business

published منذ عام واحد

MP3•منزل الحلقة

Send us a text

Disclaimer: No direct financial advice is provided in this episode. Sarkor Financial Advisors LLC (“Sarkor Financial”) is a registered investment advisor offering advisory services in the State of Georgia, the State of New Jersey, and other jurisdictions where exempt nationwide. Registration does not imply a certain level of skill or training.

Show Notes:

What You’ll Learn in This Episode:

The Power of Holistic Financial Planning: Why addressing beliefs about money and creating systems is essential for financial success.
Denise’s Journey: From surviving a civil war to helping others thrive through financial planning and wealth management.
The Importance of Community: How building a personal advisory board can enhance decision-making and overall financial health.
Navigating Financial Literacy: Practical advice for overcoming gaps in knowledge and making informed financial decisions.
Understanding RIAs: The benefits of working with a Registered Investment Advisor and how fiduciary standards protect clients.
Who Denise Serves: Entrepreneurs, career professionals, and community leaders seeking holistic financial guidance.

Mic Drop Moment:
“Money is simply a tool to achieve the life you want and the impact you want to leave on society. When we lose sight of that, we lose sight of what wealth truly means.”

Connect with Denise Sarkor:

Website: Sarkor Financial Advisors
Facebook: @denisesarkor
Instagram: @denisesarkor
LinkedIn: Denise Sarkor
YouTube: Denise Sarkor

If you’re ready to rethink your relationship with money and build weal

Keep up with more content from Aggie and Cristy here:

Facebook: Empowered Women Leaders
Instagram: @badass_women_in_business
LinkedIn: ProveHer - Badass Women in Business
Website: Badasswomeninbusinesspodcast.com
Athena: athenaac.com

91 حلقات

#MBA #Entrepreneur #Business #Self-Improvement #Aggie & Cristy #Women #Leaders #Podcasting Education #SHEros #Business Owners

كل الحلقات

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منذ 7 أيام42:19

42:19

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منذ 14 يومًا51:53

51:53

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منذ 19 يومًا35:42

35:42

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منذ 21 يومًا43:40

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منذ 28 يومًا42:35

42:35

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منذ 5 weeks56:43

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منذ 6 weeks44:58

44:58

Send us a text In this episode of Badass Women in Business , Denise Sarkor, Liberian-American financial advisor and principal of Sarkor Financial Advisors, shares her inspiring journey from being a refugee to becoming a trailblazer in wealth management. Denise talks about the importance of holistic financial planning, overcoming limiting beliefs, and the power of community in achieving financial success. With her unique perspective, she empowers women entrepreneurs, career professionals, and community leaders to align their financial decisions with their life goals. Denise’s approach goes beyond the numbers—she’s a “doctor for people’s finances,” treating the root causes of financial challenges, not just the symptoms. Tune in for actionable insights, inspiring stories, and a fresh perspective on building wealth with purpose. Disclaimer: No direct financial advice is provided in this episode. Sarkor Financial Advisors LLC (“Sarkor Financial”) is a registered investment advisor offering advisory services in the State of Georgia, the State of New Jersey, and other jurisdictions where exempt nationwide. Registration does not imply a certain level of skill or training. Show Notes: What You’ll Learn in This Episode: The Power of Holistic Financial Planning: Why addressing beliefs about money and creating systems is essential for financial success. Denise’s Journey: From surviving a civil war to helping others thrive through financial planning and wealth management. The Importance of Community: How building a personal advisory board can enhance decision-making and overall financial health. Navigating Financial Literacy: Practical advice for overcoming gaps in knowledge and making informed financial decisions. Understanding RIAs: The benefits of working with a Registered Investment Advisor and how fiduciary standards protect clients. Who Denise Serves: Entrepreneurs, career professionals, and community leaders seeking holistic financial guidance. Mic Drop Moment: “Money is simply a tool to achieve the life you want and the impact you want to leave on society. When we lose sight of that, we lose sight of what wealth truly means.” One Key Takeaway: Take time daily to be still and connect with yourself. In a noisy, fast-paced world, this practice ensures alignment with your life’s purpose and helps you stay on track with your goals. Connect with Denise Sarkor: Website: Sarkor Financial Advisors Facebook: @denisesarkor Instagram: @denisesarkor LinkedIn: Denise Sarkor YouTube: Denise Sarkor If you’re ready to rethink your relationship with money and build weal Keep up with more content from Aggie and Cristy here: Facebook: Empowered Women Leaders Instagram: @badass_women_in_business LinkedIn: ProveHer - Badass Women in Business Website: Badasswomeninbusinesspodcast.com Athena: athenaac.com…

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منذ 7 weeks47:44

47:44

Send us a text Kimmy K. Powell is a powerhouse entrepreneur who’s built and scaled multiple seven-figure businesses across diverse industries, from IT and industrial flooring to luxury spas. In this episode, Kimmy shares her journey of reinvention, her philosophy of intentional living, and the lessons she’s learned through successes and failures. Tune in for her insights on pivoting for passion, building winning teams, and designing a life you love. Show Notes Introduction Kimmy K. Powell : Mentor, author, angel investor, and entrepreneur with 30+ years of experience building diverse, high-performing businesses. Key Career Milestones Started in IT with IBM and LexisNexis before joining her husband in building an industrial flooring business. Moved to Charleston, SC, at 45 to start fresh, opening her first Woodhouse Spa. Now owns four Woodhouse Spa locations across three states, totaling over 30,000 square feet of luxury space. Lessons from the Pivot Transitioned from B2B (industrial flooring) to B2C (spas), learning to navigate new challenges like hiring, training, and customer service. Shares her belief: “Pivoting happens when the fear of staying the same is greater than the fear of change.” Entrepreneurial Insights The importance of investing in leadership: Kimmy’s general managers have been instrumental in scaling her spas. Failure as a teacher: “Failure teaches resilience, problem-solving, and adaptability.” Advice for new entrepreneurs: Hustle hard, hire smart, and nurture key relationships, including with your banker. Designing Your Life Kimmy’s book Passion and Purpose Project introduces her “Future Funnel,” a framework for aligning life goals with actionable steps. Encourages living intentionally: “We spend more time planning vacations than planning our lives. Design the life you want to live.” What’s Next for Kimmy? Expanding her spa business while mentoring budding entrepreneurs. Balancing work and family life as she continues to design her ideal life. Connect with Kimmy Website : Woodhouse Spa Locations Mount Pleasant, SC Downtown Charleston, SC Franklin, TN Instagram : @woodhousechs @woodhousesavannah @woodhousefranklin LinkedIn : Kimmy K. Powell Facebook : Keep up with more content from Aggie and Cristy here: Facebook: Empowered Women Leaders Instagram: @badass_women_in_business LinkedIn: ProveHer - Badass Women in Business Website: Badasswomeninbusinesspodcast.com Athena: athenaac.com…

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Heather Lee: Empowering Women Through Psychedelic-Assisted Healing and Retreats 39:40

منذ 7 weeks39:40

39:40

Send us a text On this episode of Badass Women in Business , we’re diving into a world of healing, transformation, and empowerment with Heather Lee, founder of Medicine Woman Retreats. Heather is a trailblazer in the field of psychedelic-assisted psychotherapy, one of Colorado’s first certified practitioners, and a seasoned mental health therapist with over 30 years of experience. Heather shares how her retreats, designed exclusively for women in midlife and beyond, are redefining how we process life transitions, trauma, and personal growth. From hosting psilocybin journeys that allow participants to reconnect with their intuition to creating luxury retreats that balance safety with personal exploration, Heather’s work is all about helping women unpack their emotional baggage and move through life lighter and more joyfully. Heather also opens up about her entrepreneurial journey, balancing the challenges of building a business as a single mom, and how she stays true to her mission. This conversation will leave you inspired to tap into your inner wisdom and reimagine what’s possible for yourself and your business. Show Notes Introduction Heather Lee, founder of Medicine Woman Retreats and certified psychedelic-assisted psychotherapist, specializes in psilocybin therapy for women 50+ navigating life transitions. The Journey to Psychedelic-Assisted Therapy With a background in meditation, dreamwork, and shamanic practices, Heather became one of Colorado’s first certified psychedelic therapists. “We’re designed to access non-ordinary states of consciousness for emotional and psychological healing.” What Makes Her Retreats Unique Weekend retreats with yoga, private psilocybin journeys, and group integration. Guests enjoy private spaces to journey deeply without distraction. Who Attends These Retreats? Successful women in midlife (average age: 57) seeking healing and clarity, including an 81-year-old attendee who described it as life-changing. Heather’s Entrepreneurial Journey From luxury resort consultant to retreat leader, balancing motherhood and financial uncertainty while staying true to her mission. Key Insights from Heather Psilocybin rewires the brain for healing. Safe spaces and collaboration are essential for growth and empowerment. What’s Next for Heather? Licensing as one of Colorado’s first psychedelic facilitators and expanding retreats to Europe. Links to Connect with Heather Website: Medicine Woman Retreats Facebook: Heather Lee LinkedIn: Heather Lee TikTok: Keep up with more content from Aggie and Cristy here: Facebook: Empowered Women Leaders Instagram: @badass_women_in_business LinkedIn: ProveHer - Badass Women in Business Website: Badasswomeninbusinesspodcast.com Athena: athenaac.com…

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A Spoonful of Comfort: Marti Wymer on Turning Grief into a Purpose-Driven Business 42:53

منذ 8 weeks42:53

42:53

Send us a text In this heartwarming episode of Badass Women in Business , we talk with Marti Wymer, founder and CEO of Spoonful of Comfort. What started as a personal response to grief has become a thriving business delivering handcrafted soup and care packages to nearly 3 million recipients nationwide. Marti shares her journey from a kitchen startup to leading a company known for its compassion, resilience, and impact. From navigating Shark Tank to scaling her business with love at its core, Marti’s story is a testament to the power of turning passion into purpose. Show Notes: Introduction : Meet Marti Wymer, founder of Spoonful of Comfort, and learn how a personal tragedy inspired her to create a business that delivers care and connection. The Origin Story : Marti’s mother’s illness sparked the idea of sending soup as comfort, leading to the creation of Spoonful of Comfort as a tribute to her mom. Building a Culture of Care : Marti explains how her company fosters empathy and connection through every aspect of the business, including an 80% women and minority workforce. Overcoming Challenges : Marti recounts the highs and lows of running a food-based business, from supply chain issues during COVID to the challenges of scaling while staying true to her mission. The Shark Tank Experience : Despite facing tough feedback on Shark Tank, Marti reflects on how the experience ultimately boosted her business and taught her resilience. Living Core Values : Marti discusses the importance of actionable core values in guiding her team and maintaining the company’s culture of love and care. What’s Next : Marti teases her latest venture, Spoonful of Sugar, and shares her excitement about expanding into comforting desserts like ice cream. Advice for Women Entrepreneurs : Marti emphasizes the importance of asking for help, combating imposter syndrome, and staying true to your purpose. Connect with Marti and Spoonful of Comfort: Website: www.spoonfulofcomfort.com Facebook: Spoonful of Comfort LinkedIn: Marti Wymer Instagram: @spoonfulofcomfort YouTube: Spoonful of Comfort Keep up with more content from Aggie and Cristy here: Facebook: Empowered Women Leaders Instagram: @badass_women_in_business LinkedIn: ProveHer - Badass Women in Business Website: Badasswomeninbusinesspodcast.com Athena: athenaac.com…

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Scaling Culture and Leadership in a Remote World with Christine Watts 43:43

منذ 8 weeks43:43

43:43

Send us a text In this episode of Badass Women in Business , Christine Watts, Chief of Staff at Ninety, shares her journey from being the first employee to helping scale a company to nearly 200 team members. Christine dives into how Ninety keeps its remote culture thriving through intentional rituals, core values, and leadership alignment. She discusses her personal growth, the challenges of wearing multiple hats, and the importance of creating clarity and connection within a fast-growing organization. Christine’s unique perspective offers insights on balancing work-life priorities, fostering team productivity, and empowering small businesses through effective planning tools. Show Notes: Introduction to Christine Watts : Chief of Staff at Ninety and the company’s first employee. Remote Culture Success : Ninety’s commitment to core values through Slack shout-outs, bi-weekly meetings, and an annual in-person retreat. Scaling Challenges : Christine shares the importance of clarity in roles and the use of tools like Kolbe assessments to align team strengths. Personal Growth : From marketing to client success and now a leadership role, Christine emphasizes adaptability and the power of trusting your instincts. Planning for Success : How Ninety’s tools help small businesses achieve clarity and alignment, enabling them to work on the business, not just in it. Balancing Priorities : Christine discusses how field hockey and intentional self-care fuel her productivity. Advice for Listeners : Trust your perspective and value your unique contributions, especially in the face of new challenges. Connect with Christine Watts: Ninety.io LinkedIn - Christine Watts Stay tuned for more inspiring conversations on Badass Women in Business ! Keep up with more content from Aggie and Cristy here: Facebook: Empowered Women Leaders Instagram: @badass_women_in_business LinkedIn: ProveHer - Badass Women in Business Website: Badasswomeninbusinesspodcast.com Athena: athenaac.com…

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Follow Your Heart in Business: Jackie Keller on Passion, Persistence, and Well-Being 43:12

منذ 9 weeks43:12

43:12

Send us a text In this episode of Badass Women in Business , Jackie Keller, Founding Director of NutriFit LLC and a health and wellness expert, shares her inspiring journey of blending passion and purpose into a 37-year-long entrepreneurial career. Motivated by personal loss, Jackie has dedicated her life to helping others achieve better health and longevity through nutrition, wellness coaching, and sustainable practices. From running multiple businesses with her husband to emphasizing customer care and evolving her business model, Jackie offers invaluable insights into building a purpose-driven company while fostering genuine connections. Her advice for aspiring entrepreneurs? Follow your heart, evolve with your clients, and never stop looking for ways to make your passion a reality. --- Notes Background and Mission : Jackie’s father’s early death from heart disease inspired her to help others lead longer, healthier lives. Entrepreneurial Path : Starting NutriFit in 1987, she evolved from fitness and nutrition coaching to catering, culinary education, and board-certified health coaching. Customer-Centric Approach : Jackie's focus on personalized service and building authentic relationships has been key to NutriFit’s longevity and success. Sustainability and Growth : She incorporates sustainable practices and emphasizes the importance of evolving with market needs to stay relevant. Business Lessons : Jackie underscores the importance of resilience, adaptability, and creating a business that aligns with personal values. Wisdom for Listeners : "Follow your heart in business. If your heart isn’t in it, you’re in the wrong business." --- Contact Information Website : NutriFit LLC LinkedIn : Jackie Keller Instagram : @coachjackiekeller Don’t miss this inspiring conversation with Jackie Keller, and stay tuned for more empowering stories on Badass Women in Business ! Keep up with more content from Aggie and Cristy here: Facebook: Empowered Women Leaders Instagram: @badass_women_in_business LinkedIn: ProveHer - Badass Women in Business Website: Badasswomeninbusinesspodcast.com Athena: athenaac.com…

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