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
  • Detours by Tony Evans
• Life gets easier when you put it in perspective

Connect with Ka’Neda

Website: www.masterplaninvestmentgroup.com

LinkedIn

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

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
  • Blitzscaling by Reid Hoffman
  • The Power of Your Words by Robert Morris
  • Who Not How by Dan Sullivan

Connect with Sally

Website: www.bryantgrp.com

LinkedIn (Bryant Group): https://www.linkedin.com/company/16185757/admin/

LinkedIn (Sally Bryant): 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

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