A Scoop of Vanilla

Our podcast guest, Sylvia, is a Fee-Only Fiduciary Financial Advisor, specializes in optimizing finances for small business owners and entrepreneurs. Tune in to learn about saving taxes, investing for retirement, and achieving financial stability to take your business to the next level!

Take control of your financial future and join me on my unaired podcast as we chat with a leading expert in the field. Lei, a Chartered Financial Analyst and Certified Financial Planner® is on a mission to empower her clients with the knowledge and tools to achieve their financial goals. With fluency in both English and Chinese, she serves clients all over the US. Tune in and let Lei guide you toward financial freedom!

Join my unaired podcast episode exploring finance with compassion and community. Our inspiring guest is a planner who helps disabled individuals and families reach financial goals. Discover the perfect merger of finance and social responsibility. Tune in now!

Hello and welcome to the unaired episodes from Season 1 of Scoops of Vanilla!

Let's dive into the mind of a talented writer and professional listener. Her upcoming book 'Leaving the Demimonde' is a must-read, and her Substack blog covers the raw and honest topics of money, men, sex, and death. Tune in and get inspired by her powerful voice!

Hello and welcome to the unaired episodes from Season 1 of Scoops of Vanilla!

Join me and my co-host on my unaired podcast as we help fellow millennial travelers find the perfect balance between work and play through thoughtful sabbatical planning. Let's turn your wanderlust dreams into a reality! Learn more about Riki here: https://withkoji.com/@Riki_Cooke

Hello and welcome to the unaired episodes from Season 1 of Scoops of Vanilla.  

In this chat, I'm talking to Liz Simmer the co-founder of Honeytree Investment Management a woman owned asset management firm focused on responsible growth. We talk green washing, the BS around ESG, and how investors can find options that fit their values. 

In this episode we're talking to Akeiva! She has her masters, CPA, and CFP which is so impressive to me. Along with other things, she is the founder of The Bumused, a financial literacy site. You can find her at https://www.thebemusedtv.com/. 

Check out her blog, podcast, and hire her to speak! 

In this episode we talk about Annie's journey into the financial industry and how varied skills are an asset to advisors and business owners. 

You can find Annie Son on LinkedIn and working at https://www.moneypositive.com/ 

In this episode we're talking about why we started our firms during the pandemic, how we approach capitalism, and what our responsibilities are given our skills and privilege. 

You can find River Nice on instagram and on their website at https://www.beintentionalfinancial.com/ 

As always you can find Lindsey on Twitter @striprfinplan and at her website at `https://www.stripperfinancialplanning.com/

Today we're talking today Dasarte about his work with Onxy Advisor Network, running his firm Berknell Financial Group, and creating equity for yourself and your community.  

You can follow Dasarte on Twitter @DasarteYarnway 

As always follow me on Twitter @striprfinplan

Honestly, this episode is really chaotic so buckle up! Jessica and I are talking about how privilege causes dishonesty in business, specifically in wealth management.   

You can find Jessica at https://www.pavilionfp.com/about/ and on Twitter at @jessicagoedtel 

You can find Lindsey on Twitter @striprfinplan

Well it took 9 episodes, but I finally caved and brought a man on the show! Completely worth it to ruin my streak talking to Brian Thompson. He's a Forbes contributor, tax attorney, and runs his own financial firms that caters to LGBTQ+ business owners. In today's episode we talk about what success looks like for each of us, fan girl about Profit First, what we're building towards, and the importance of being intentional with your business. And unexpectedly, Brian also managed to get me to open up about my disability (which I rarely speak on) and how it impacts how I build my firm.

In this week's episode, fellow advisor, Danika Waddell and I discuss all the diversity, equity, and inclusions conversations that are happening in the wealth management space. Is it good? Is it bad? Is it ugly? Yes to all. 

You can find Danika on Twitter at @danikaw and check out her website at https://xenafp.com/. 

As always you can follow Lindsey on Twitter at @striprfinplan and check out her website at https://www.stripperfinancialplanning.com/. 

Our BRAND NEW intro song is courtesy of my friend Geoff's fantastic band, Dude Won't Die. They are best heard life, so you can see them dancing, so be sure to follow them if you happen to live in Lincoln, NE. You can check out more of their songs on bandcamp and purchase this song here: https://dudewontdie.bandcamp.com/track/dating-a-stripper 

In honor of my 29th birthday (woo-freaking-hoo) we're chatting with one of my favorite people, Karissa Bettendorf. She's a wonderful watercolor artist and my former roommate. We've been friends for ten years and in this episode we're talking about essentially changing all of our beliefs over the last decade. We're talking trauma, we're talking purity culture, we're talking suicide & depression. It's a party!  

To follow Karissa, you can visit her facebook page at Karis Fine Arts or follow her on Instagram @karisfinearts1 

And as always, you can follow Lindsey on Instagram @stripperfinancialplanning 

This week we're talking to Chelsey Sterling an entrepreneur and dating strategy consultant. Our big focus in this talk was how and when you tell a romantic interest about sensitive parts of your life. If you're a sex worker wondering when to disclose this information, this chat is for you! 

Chelsey spends her time teaching intellectually curious people to create authentic & aligned relationships & to reclaim their power in dating. You can find her on instagram @chelseysterlingconsulting. If you're looking for a dating coach, she's your woman! 

You can follow along with Lindsey on insta @stripperfinancialplanning 

In this week's episode we're talking to fellow CFP® Kaylin Dillon. Kaylin runs her own firm and specializes in working with blended families and couples with prenups.  

To check out Kaylin's free guide, Marry Your Finances, click here: https://kaylindillonfinancial.com/instagram/ 

To follow along with Lindsey check out her instagram @stripperfinancialplanning

Immigration attorney, Adina Appelbaum, guests in this episode talking about the financial needs of immigrant families, generational wealth, and the importance of support for first gen families. 

To learn more about Adina, check out her podcast, Immigrant Finance or follow her instagram @immigrant.finance 

To learn more about Lindsey, you can visit her website at Stripper Financial Planning or follow her on instagram @stripperfinancialplanning

In this week's show we're talking to Anna N'Jie-Konte - advisor, speaker, and a host of The Financial Powerhouse Podcast. 

We talk dress codes, invisible labor, and the freedoms that come with being your own boss.  

To follow Anna, check out her instagram @anjiekonte 

You can find Lindsey on insta as well @stripperfinancialplanning 

In our maiden launch episode Lindsey Swanson CFP® chats with Millie Gormely, a fellow CFP® and all around great Canadian. During the show we talk about working in the wealth management industry as a woman, finding our niches, and the value of working with an advisor that doesn't just accept your choices but champions them.  

You can find Lindsey Swanson at https://www.stripperfinancialplanning.com/ and follow along on Instagram @stripperfinancialplanning. 

To learn more about Millie visit https://advisor.investorsgroup.com/en/millie_gormely.