Beyond the balance- Episode 20

Beyond the balance- Episode 20

In This Episode We Talk About Molly Pierce is the CEO of Track That Advisor, a fintech and education company helping financial advisors understand their numbers and scale with clarity. She is also a wife, mom of two wild and wonderful boys, an Arizona native who grew up on a dairy farm with 4,000 cows and six siblings, and the kind of woman who wakes up at 4:30 a.m. and has already crushed Pilates and a three-mile walk before most of us hit snooze. In this episode, Molly and I get into what it really looks like to build a business, raise kids with intention, and stay connected to your spouse when life is moving at full speed. We talk about the power of your village, why being a villager matters just as much as having one, and the family motto that guides everything she does: get in the arena. Key Takeaways ✨ You cannot ask for a village if you are not willing to be a villager first ✨ Get in the arena. Even if you fail, you dared greatly. That is the point. ✨ Being honest with your kids about your own fears builds braver kids ✨ Genuine human connection will be the new currency in a world full of AI and noise ✨ Your marriage does not need to look like anyone else's. It just needs to have fun in it. Who This Episode Is For This episode is for the mom who is juggling a career, a marriage, little kids, big dreams, and wonders if she is doing any of it well enough. If you have ever compared your motherhood to someone else's highlight reel or felt guilty for wanting more, Molly is going to make you feel seen. Connect with Jessica Perez Instagram: https://instagram.com/jessicaperez1123 [https://instagram.com/jessicaperez1123] LinkedIn: https://linkedin.com/in/jessica-perez-consulting [https://linkedin.com/in/jessica-perez-consulting] Connect with Molly Pierce LinkedIn: https://www.linkedin.com/in/molly-pierce-9a9270108/ [https://www.linkedin.com/in/molly-pierce-9a9270108/] Website: https://trackthatadvisor.com [https://trackthatadvisor.com] Follow & 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 19

In This Episode We Talk About Katie Levine went from interning at Vogue and assisting Annie Leibovitz to becoming one of the first female assistants on that team in a decade. She has photographed celebrities, shot magazine covers, and built a career most people dream about. And then she became a mom. In this episode, Katie and I get into the identity shift that blindsides you when motherhood collides with a career you spent 18 years building. We talk about what it really looks like to restructure your business, your friendships, and your expectations when the old version of you no longer fits. Key Takeaways ✨ Losing yourself after baby is real and finding yourself again starts with one intentional choice at a time ✨ Your brand is not your bio. Know who you are before you book the shoot. ✨ Perfection will keep you stuck. Progress will set you free. ✨ Friendships shift after kids and that is not a reflection of your worth ✨ Outsource what drains you so you can stay in your genius zone Who This Episode Is For This episode is for the mom who used to feel like a powerhouse and now can't always find her in the mirror. For the woman rebuilding her identity one decision at a time while running a business, protecting a marriage, and keeping tiny humans alive. If you have ever whispered "I miss who I used to be," this one is for you. Connect with Jessica Perez Instagram: https://instagram.com/jessicaperez1123 [https://instagram.com/jessicaperez1123] LinkedIn: https://linkedin.com/in/jessica-perez-consulting [https://linkedin.com/in/jessica-perez-consulting] Connect with Katie Levine Instagram: https://instagram.com/katielevinephoto [https://instagram.com/katielevinephoto] Website: https://www.katielevinephoto.com/ [https://www.katielevinephoto.com/] Podcast: Beyond My Lens Follow & 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 18

In This Episode We Talk About What does it look like to rebuild your relationship with money, raise a financially savvy kid on your own, and still show up fully in every area of your life? Rhiana Whitmire is doing all three. In this episode, we get real about money habits, single motherhood, the power of community, and what it means to rise after loss. Rhiana is writing a series of financial literacy books for kids ages 3 to 16, leading alongside me at WIFS, and raising her daughter with the kind of intentionality that only comes from doing the hard work on yourself first. This one is going to hit. Key Takeaways ✨ You cannot out-earn bad money habits ✨ Narrating your financial decisions out loud is one of the easiest ways to teach kids about money ✨ The village is not optional. It is the strategy. ✨ Fear is real. Put it on the shelf and go anyway. ✨ Being a single mom means you hold all the balls Who This Episode Is For This episode is for the mom who is navigating money stress, doing it mostly alone, and wondering how to raise kids who are smarter about finances than she was (basically all of us). It is also for every woman who has let fear make the decision for her one too many times. 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 Rhiana Whitmire Instagram: LinkedIn: https://www.linkedin.com/in/rhiana-whitmire/ [https://www.linkedin.com/in/rhiana-whitmire/] Follow and Support the Podcast: ⭐ Follow the show on your favorite podcast platform ⭐ Leave a 5-star review ⭐ Share this episode with a mom who needs it #Beyondthebalance

Beyond the balance- Episode 17

In This Episode We Talk About Kristen Cantrell has built something most people would consider impossible: 42,000 moms in a national real estate community, Hello Culture chapters in 38 cities (and Canada), 400 agents in her real brokerage group, and two podcasts. And she did all of it as a mom of two boys, without a roadmap, in an industry she landed in because she refused to go back to a job that didn't see her as a whole person. In this episode, Kristen gets real about building big while staying present, the health crisis she quietly survived for years before finally finding her root cause, the season her marriage is in right now, and why community isn't optional for women who want to go far. This conversation hits. Key Takeaways ✨  You don't have to build alone. Finding your counterpart changes everything. ✨  Burnout and health problems are not your personality. Find your root cause. ✨  Community isn't networking. It's having five people to call when life gets hard. Who This Episode Is For This episode is for the mom who is building something real and still figuring out how to stay in her body, her marriage, and her purpose at the same time. If you have ever felt like your health symptoms were dismissed, your relationships were running on empty, or your calendar was full but your cup was not, Kristen speaks directly to you. 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 Kristen Cantrell Instagram: https://www.instagram.com/heykristincantrell [https://www.instagram.com/heykristincantrell] Hello Culture: helloculture.com [http://helloculture.com] Moms in Real Estate: momsinrealestate.com [http://momsinrealestate.com] Follow and Support the Podcast ⭐  Follow the show ⭐  Leave a 5-star review ⭐  Share this episode with a mom who needs it #BeyondtheBalance #WorkingMoms #MomPodcast

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