Talking with Special Guest Ka'Neda Bullock

Talking with Special Guest Ka'Neda Bullock

Ka’Neda N. Bullock is president and founder of Master Plan Investment Group, based in Pennington, New Jersey. She is a wealth manager and corporate retirement plan advisor. Ka'Neda established Master Plan Investment Group in 2019 with a mission to serve clients by helping them clarify their financial goals, chart a course for success, and live a fulfilled life. She became a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional in April 2020. Currently, 3.7 percent of CFP® professionals are Black or Latino, and only 23.3 percent are women. Ka'Neda is committed to improving these statistics. She is a frequent speaker on money management, including retirement income strategies, investing, insurance, long-term care, financial planning, and general financial literacy.   [00:01 – 05:16] Opening Segment * Only 23% of women become financial planners * Ka’Neda’s tips on becoming a financial planner * Recognize that finance is a great environment * Be willing to ask for what you want   [05:17 – 19:21] Finance is an Interesting Space * Finance doesn’t have to be boring * How Ka’Neda’s mom helped shape her perspective on the roles of women in the workplace * Take risks and make decisions that will take you to the direction you want to be with grace and support * How to Teach Children Investing and Ownership * Your career is an everyday decision * Multigenerational Wealth Management Firms   [19:22 – 26:57] Closing Segment * Taxes can be your biggest expense in retirement! * Finance is an enjoyable language * Ka’Neda’s Resources * Good to Great by Jim Collins [https://www.amazon.com/Good-Great-Some-Companies-Others/dp/0066620996] * Detours by Tony Evans [https://www.amazon.com/Detours-Unpredictable-Path-Your-Destiny/dp/1433686597] * Life gets easier when you put it in perspective   Connect with Ka’Neda Website: www.masterplaninvestmentgroup.com [http://www.masterplaninvestmentgroup.com] LinkedIn [https://www.linkedin.com/in/ka-neda-n-bullock-cfp%C2%AE-mba-aif%C2%AE-apma%C2%AE-62582124/]     Tweetable Quotes   “Women [and parents] have great goals. I want you to prioritize yourself as well dream, we can figure out a plan.” - Ka’Neda N. Bullock

Talking with Special Guest Sally Bryant

Sally Bryant is President and CEO of Bryant Group, a leadership consulting firm specializing in executive recruitment, talent development, and leadership coaching. Sally is passionate about advancing great leadership to make a positive impact on the world. Serving clients internationally, Sally and the BG team have impacted thousands of leaders around the world in some of the most prestigious universities, healthcare systems, and other organizations that make a difference.   [00:01 – 11:56] Opening Segment * Sally’s path to entrepreneurship is linked to her foundation of inspiration * Sally shares what shaped her ideas about women in the workplace * Changing peoples’ lives with great leadership   [11:57 – 24:09] Empathic Leadership Brings Success * Leading with empathy versus sympathy * The great resignation is a great opportunity * Three Pieces of Advice from Sally’s Father * Control versus no control * Victor versus victim mentality * Invest in yourself   [24:10 – 29:21] Closing Segment * Thinking long term in a short-term world * Personal and professional growth will reap rewards * Sally’s Resources * The Advantage by Patrick Lencioni [https://www.amazon.com/Advantage-Organizational-Everything-Business-Lencioni-ebook/dp/B006ORWT3Y] * Blitzscaling by Reid Hoffman [https://www.amazon.com/Blitzscaling-Lightning-Fast-Building-Massively-Companies/dp/1524761419] * The Power of Your Words by Robert Morris [https://www.amazon.com/Power-Your-Words-Robert-Morris/dp/0764217127] * Who Not How by Dan Sullivan [https://www.amazon.com/Who-Not-How-Accelerating-Teamwork-ebook/dp/B0867ZJ151]   Connect with Sally Website: www.bryantgrp.com [http://www.bryantgrp.com] LinkedIn (Bryant Group): https://www.linkedin.com/company/16185757/admin/ [https://www.linkedin.com/company/16185757/admin/] LinkedIn (Sally Bryant): https://www.linkedin.com/in/sally-bryant-598b598/ [https://www.linkedin.com/in/sally-bryant-598b598/]     Tweetable Quotes   “I don't think it matters what women entrepreneurs do, because we could do anything.” – Sally Bryant   “I want to change people's lives with a positive impact. And that starts with great leadership.” – Sally Bryant

Talking with Special Guest Gena Graziano

In this episode, Gena Grazziano shares her experience as a stay-at-home mom who returned to work after seven years.  Gena is a QuickBooks Online ProAdvisor and a New Jersey State Notary Public. After being a stay-at-home mom for seven years, Gena returned to work at a small accounting firm, where she learned bookkeeping and fell in love with numbers. Before she was a stay-at-home mom, Gena managed her family retail business for 10 years.   [00:01 – 10:39] Opening Segment * Everybody’s personal best * Gena talks about her kids and her community mindset * Growing up in businesses and finding her way after her studies   [10:40 – 19:56] Encouraging Women to be their Bestselves * The Impact of Growing with Entrepreneurs * Small business owners are unsung heroes * Helping teenagers seek more opportunities * Empowering and fostering women * Listen to the unspoken cues   [19:57 - 27:59] Closing Segment * Making teenagers heard and helping them gain more confidence * You are capable and you can choose   Connect with Gena   Tweetable Quotes   “We should always be empowering, not only women but anybody for what choice they make.” - Gena Graziano   “Listen to the unspoken cues because women have a hard time saying I need help.” - Gena Graziano

Talking with Special Guest Meg Heim

Meg Heim has a strong leadership background in Medical Affairs, External and Public Affairs, Operations and Innovative Delivery system, as well as extensive domestic & international experience in Pharmaceutical, Medical Device and Health technology markets. A versatile leader, she has a reputation and consistent record of innovation for successful partnerships with Global and Domestic Corporate, Pharmaceutical, Biotech, Government, Advocacy and Academic groups to create consensus and build programs that create healthcare transformative change. She is a results-oriented strategic thinker who deftly bridges from strategy to implementation, utilizing her superior motivational & communication skills to build and lead top-tier global and domestic teams to achieve goals.   [00:01 – 06:18] Opening Segment * Meg, a nurse turned entrepreneur for lifelong learning * Different opportunities present themselves: Why Meg decided to be in corporate * You can have it all, but not all at the same time   [06:19 – 13:20] Recognizing Opportunity Creates Balance and New Beginnings   * Meg starts a business after 12 years in the pharmaceutical industry * No path in mind just a love of learning and recognizing opportunity * Ways to Support Women in the Workplace * Recognize your own limitations * Get training and learn to be a better leader * Be present at the moment * Look for replicable skill sets and help them amplify them * Look at, recognize, and embrace generational diversity   [13:21 – 21:02] How to Be a Great Leader   * Leaders make exceptional teams, exceptional teams make better leaders * What makes disconnecting harder than connecting * Alone time is not always the answer to making your soul grow   [21:03 – 25:02] Closing Segment * Find where you can give the most impact * Meg shares how she volunteers her time and expertise   Connect with Meg Website: http://heimglobalconsulting.com [http://heimglobalconsulting.com] LinkedIn: https://www.linkedin.com/in/megheim/ [https://www.linkedin.com/in/megheim/]     Tweetable Quotes   “You really do need that leadership mindset as you're coming up in your career because you have the most control over your career at the beginning” – Meg Heim   “Everybody has to find their passion. You're going to work a long time and it can't be a nine to five job.” – Meg Heim

Talking with Special Guest Dr. Kimberlee Park

Our host, Alisa McCabe interviews Dr. Kimberlee Park, a board certified family medicine physician who has practiced medicine in the Philadelphia region since 1996, including 17 years at Crozer Keystone Health System in the Family Medicine department. Dr. Park graduated from Philadelphia College of Osteopathic Medicine where she received her D.O. degree and now practices with a foundational belief in the Osteopathic Medicine tradition of “hands-on” diagnostic and therapeutic science.   In 2019, Dr. Park founded Medicalm-PA, a medical practice dedicated to helping patients benefit from the new and evolving treatments now available with Pennsylvania’s compassionate medical marijuana legislation.  Visit her website at http://www.medicalmpa.com [http://www.medicalmpa.com]!   [00:00 – 11:00] Overcoming the Stigma of Medical Marijuana * Alisa introduces Dr. Kimberlee Park * Dr. Park discusses her background in family medicine and the events that led her to pursue a career in medical marijuana and became a certifying practice * Dr. Park talks about the process for her patients – from meeting with their primary care doctor through certification as a medical marijuana patient.  * Education of patients is an important component of her work. * Qualifying conditions that can be treated with medical marijuana in the State of Pennsylvania.   [11:00 – 15:15] A Brave and Risk-Taking Approach to Medicine * Dr. Park discusses the stigma and intimidation that some folks may feel and how that affects their willingness to seek out treatment. * She talks about the populations who are open to treatment and seek out more information. * Dr. Park discusses the success of her business.    [15:15  – 22:45] The Influences in Dr. Park’s Life * As a child she was involved in a traumatic event.  As a result of car crash her grandparents were killed and she was unable to walk for six months. * Her mother, tutor, and teachers (many of whom were nuns) helped her during her recovery. * Dr. Park attributes her interest in medicine to the healthcare workers who put her back together after the accident. * She talks about negative interactions with some male physicians during her training and being regularly mistaken for a nurse because she is a woman. * The war in Ukraine has had a specific emotional impact on mothers, many of whom can imagine what it’s like to have children fighting in a war.     [22:45 – End]  * Dr. Park shares why she knows that this has been the right path for her.   Key Quote:   “It’s amazing how many people are able to feel better…being a physician, you know, I spent years prescribing medications for people and I see doctors scrambling and throwing all kinds of stuff at people, when a simple plant could be the answer.” Connect with Dr. Kimberlee Park Website: http://www.medicalmpa.com [http://www.medicalmpa.com]  Facebook: http://www.facebook.com/medicalmpa [http://www.facebook.com/medicalmpa]    Life Unedited: Working Women is a podcast hosted by Alisa McCabe of First Steps Financial.  Our weekly conversation series focuses on women entrepreneurs and leaders - what drives them, what they have learned, and how they find ways to thrive. They commiserate, laugh, and curse a little, but they end up smarter and building camaraderie with each other and other Boss Women!  Listen and subscribe to Life Unedited: Working Women wherever you get your podcasts. https://life-unedited-working-women.castos.com/ [https://life-unedited-working-women.castos.com/] We'd love to hear from you.  Questions and comments can be e-mailed to info@smartboss.media.  Or visit our facebook page and leave us a comment!   Our producer, Smart Boss Media: www.smartboss.media https://www.facebook.com/SmartBossMedia [https://www.facebook.com/SmartBossMedia] https://www.instagram.com/smart_boss_media/ [https://www.instagram.com/smart_boss_media/] https://www.linkedin.com/company/smart-boss-media/ [https://www.linkedin.com/company/smart-boss-media/] Check out Alisa’s company, First Steps Financial: www.firststepsfinancial.com [http://www.firststepsfinancial.com/] https://www.facebook.com/FirstStepsFinancial [https://www.facebook.com/FirstStepsFinancial] https://www.instagram.com/firststepsfinancial/ [https://www.instagram.com/firststepsfinancial/] https://www.linkedin.com/company/first-steps-financial/ [https://www.linkedin.com/company/first-steps-financial/]