Beyond the balance

Beyond the balance- Episode 15

53 min · 19 de may de 2026
Portada del episodio Beyond the balance- Episode 15

Descripción

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

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16 episodios

episode Beyond the balance- Episode 16 artwork

Beyond the balance- Episode 16

In This Episode We Talk About Sue Kuraja built her career in financial services sales and distribution the hard way, from mining high-net-worth clients at a bank to going 1099 as a wholesaler for MassMutual, all while raising four kids without a village in a city she moved to on faith. In this episode, Sue gets real about the job offer she turned down because they asked her to promise she would not have kids, how her husband became a stay-at-home dad for five years, and what it actually looks like to burn the candle at both ends without burning yourself out. She also shares the leadership lessons she pulled from three years on the national executive board of WIFS and what she told herself in those rooms when the work was hard and unglamorous. Key Takeaways ✨  Turned down a promotion because they wanted her to choose between the job and motherhood. ✨  Nobody fights harder than a working mom. ✨  Do the right thing. Not the easy one. Who This Episode Is For This episode is for the mom who is trying to hold her career together while nobody claps for the invisible work she does every single day. If you have ever been told what you can and cannot be, or if you are in a season where you are running on empty but you are not ready to stop, this one is going to land. Connect with Jessica Perez INSTAGRAM https://instagram.com/jessicaperez1123 [https://instagram.com/jessicaperez] LINKEDIN https://linkedin.com/in/jessica-perez-consulting [https://linkedin.com/in/jessica-perez-consulting] Connect with Sue Kuraja LINKEDIN: https://www.linkedin.com/in/suekuraja/ [https://www.linkedin.com/in/suekuraja/] Follow and Support the Podcast ⭐  Follow the show ⭐  Leave a 5-star review ⭐  Share this episode with a mom who needs it #Beyondthebalance #WorkingMoms #WomenInFinancialServices #WIFS

26 de may de 202653 min
episode Beyond the balance- Episode 15 artwork

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

19 de may de 202653 min
episode Beyond the balance- Episode 14 artwork

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

12 de may de 202654 min
episode Beyond the balance- Episode 13 artwork

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

5 de may de 202646 min
episode Beyond the balance-Episode 12 artwork

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

28 de abr de 202649 min