Beyond the balance

Beyond the balance- Episode 15

In This Episode We Talk About Lindsey Lewis is a CFP, COO, Managing Director, Investment News 40 Under 40 recipient, and a mom of two who once won a silver medal in pole vaulting. She is not doing one thing well. She is doing everything with purpose these days. In this episode, Lindsey pulls back the curtain on what it actually looks like to build a career in financial services as a woman, navigate new motherhood with a traveling spouse and zero family nearby, evolve your faith and your marriage at the same time, and still show up as the person you are becoming. This one is honest, real, and packed with the kind of clarity that only comes from someone who has lived through the hard chapters and chose to keep building anyway. Key Takeaways ✨ Rest is not optional. It is data. And when you skip it, everything pays the price. ✨ Your village in today's world is built with intention and sometimes a credit card. Stop waiting for it to show up. ✨ Work-life balance is a myth. Work-life harmony is the real goal, and some weeks you are going to sing a wrong note. Who This Episode Is For This episode is for the mom who is holding it all together on the outside and quietly unraveling on the inside. If you have ever come back from maternity leave too soon, rebuilt your village from scratch in a new city, or felt the weight of being the only woman in the room, Lindsay is talking directly to you. Connect with Jessica Perez Instagram https://instagram.com/jessicaperez [https://instagram.com/jessicaperez] LinkedIn https://linkedin.com/in/jessica-perez-consulting [https://linkedin.com/in/jessica-perez-consulting] Connect with Lindsey Lewis LinkedIn https://www.linkedin.com/in/lindseycarolyn/ [https://www.linkedin.com/in/lindseycarolyn/] Website: https://startwithcatalyst.com/team/lindsey-lewis [https://startwithcatalyst.com/team/lindsey-lewis] ⭐ Follow the show ⭐ Leave a 5-star review ⭐ Share this episode with a mom who needs it #Beyondthebalance

Beyond the balance- Episode 14

In This Episode We Talk About Lindsay Evans spent 22 years building a career in tech, data, and product management while navigating early motherhood, a cross-country move, a six-month postpartum breakdown, and a daughter's seizure that changed everything. Now she has made the leap from VP of Product to COO of her husband Andrew's RIA firm, and she is five weeks in and thriving. This episode is the real, unfiltered version of what it looks like to build a life on your terms, including the parts nobody posts about. Key Takeaways ✨ You can be a better mom when you stop pretending to be a perfect one ✨ The decision is never as scary as the analysis paralysis that keeps you stuck ✨ Your marriage is a partnership in risk, not just in love Who This Episode Is For This episode is for the mom who is holding a corporate title in one hand and a family on the other, and quietly wondering if there is another way. If you have ever felt like you lost yourself somewhere between your last promotion and your kid's first day of school, Lindsay's story is going to give you permission to find your way back. Connect with Jessica Perez Instagram: https://instagram.com/jessicaperez112 [https://instagram.com/jessicaperez] LinkedIn: https://linkedin.com/in/jessica-perez-consulting [https://linkedin.com/in/jessica-perez-consulting] Connect with Lindsay Evans LinkedIn: https://www.linkedin.com/in/lindsaygevans/ [https://www.linkedin.com/in/lindsaygevans/] Follow and Support the Podcast ✨ Follow the show ✨ Leave a 5-star review ✨ Share this episode with a mom who needs it #Beyondthebalance

Beyond the balance- Episode 13

Laura Hubbell is the Chief Information Officer and partner at one of the most well-established RIAs in the industry based in Atlanta. She is sharp, strategic, and the kind of woman who commands a boardroom. She is also the mom who sat across from her husband and had the real conversation about who handles pickup and drop-off. And some nights? Dinner is hot dogs and broccoli. Not because she failed. Because she is being honest about what the season actually looks like. In this episode Laura and Jessica get into what it actually means to structure your life around the career you built, the family you love, and the version of yourself you refuse to compromise. No highlight reel. Just the real thing. * ✨  The pickup and drop-off conversation is one every two-career household needs to have out loud * ✨  Confidence is not about having it all together. It is about knowing who you are when you do not. * ✨  Hot dogs hit the food groups. And being honest about your season is a power move, not a failure. CONNECT WITH JESSICA PEREZ Instagram https://instagram.com/jessicaperez [https://instagram.com/jessicaperez] LinkedIn https://linkedin.com/in/jessica-perez-consulting [https://linkedin.com/in/jessica-perez-consulting] CONNECT WITH LAURA HUBBELL LinkedIn: https://www.linkedin.com/in/laura-hubbell-cfa [https://www.linkedin.com/in/laura-hubbell-cfa-404/] FOLLOW & SUPPORT THE PODCAST If this episode resonated with you: ⭐ Follow the show ⭐ Leave a 5 star review ⭐ Share this episode with a mom who needs it Share This Episode Tag Jessica and when you listen and share your biggest takeaway. #Beyondthebalance

Beyond the balance-Episode 12

In This Episode We Talk About Desaree Suttle didn't plan to be an entrepreneur. She planned to be a doctor. But life, a trip to Africa, a body that didn't cooperate, and a father-in-law who saw something in her rerouted everything. Now she runs a real estate firm, an interior design company, an HVAC business, and a pilot car company her mom manages. This episode is raw and real: how Desaree built multiple businesses, stepped into the role of stepmom to two kids, keeps her marriage alive through therapy and intentionality, and is still figuring out how to say no without guilt. She doesn't have it all figured out. Neither do we. That's exactly why you need to hear this. Key Takeaways ✨  Stepparenting as a full time parent is hard ✨  You can't build everything without learning to say no to somethings ✨  Weekly couples therapy isn't a last resort ✨  Decision fatigue in design (and life) is real ✨  Community changes everything — get in rooms where you're not the most successful person Who This Episode Is For This episode is for the mom who's holding it all. The businesses, the blended family, the marriage, the mental load and still feels like she's one decision away from dropping something. Desaree doesn't pretend she has it together. She just keeps showing up. And that's what makes this one land. Connect with Your Host, Jessica Perez Instagram: @jessicaperez1123 LinkedIn: https://linkedin.com/in/jessica-perez-consulting [https://linkedin.com/in/jessica-perez-consulting] Connect with Our Guest, Desaree Suttle Instagram: @desareesuttle or @thesuttledesign Website: https://desareesuttlehomes.com/ [https://desareesuttlehomes.com/] Follow & Support the Podcast ✨  Follow Beyond the Balance wherever you listen ✨  Leave a 5-star review, it helps more moms find this show ✨  Share this episode with a mom who needs it today #BeyondtheBalance

Beyond the balance- Episode 11

IN THIS EPISODE WE TALK ABOUT Toni Gonzales has been in financial services for 30 years — and she did it as a new grad, a newlywed, a new mom, a single mom, and now a blended family matriarch with four thriving adult kids and a granddaughter. This episode is for every mom who's ever wondered if she has to choose between building a career and building a family. Toni is proof that the answer is no, and she'll show you exactly how she did it. From turning down a promotion that would've uprooted her family to calling out unconscious bias in real time, this episode is packed with great tips, real life and how you can show up to be the best version of you! KEY TAKEAWAYS ✨ The village is the strategy — not a nice-to-have ✨ Women are over-mentored and under-sponsored, know the difference ✨ Co-parenting with intention protects your kids and your career ✨ You can't be what you can't see — so show up, even before you feel ready WHO THIS EPISODE IS FOR If you're a working mom, climbing in a male-dominated room, navigating co-parenting, building a blended family, or just trying to figure out how to be fully present at work AND at home — this one was made for you. ABOUT TONI GONZALES Toni Gonzales is a 30-year veteran of the financial services industry, currently a consultant with Simplicity DFG. She's a former national president of WIFS (Women in Insurance and Financial Services), a board leader and a mentor with the FinServ Foundation. She is a mom of four, a grandmother, and proof that you can build, lead , and still be present when it matters. CONNECT WITH JESSICA PEREZ Instagram: @jessicaperez1123 LinkedIn https://linkedin.com/in/jessica-perez-consulting [https://linkedin.com/in/jessica-perez-consulting] CONNECT WITH TONI GONZALES LinkedIn: https://linkedin.com/in/ToniGonzales [https://linkedin.com/in/ToniGonzales] Instagram: @tonilgonzales FOLLOW & SUPPORT THE PODCAST ⭐ Follow Beyond the Balance wherever you listen ⭐ Leave a 5-star review — it helps more moms find us ⭐ Share this episode with a mom who's been told she can't do both #BeyondtheBalance