10K Advisors show where your hosts, Salesforce MVPs Jared Miller and Nick Hamm, discuss Salesforce consulting, administration, development, and how how to start and continue your journey from "Admin to Entrepreneur."
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10K Advisors Podcasts
Anyone who tells you women don’t need financial advice specifically for them is wrong. Women, whether they’re the caretakers, the breadwinners, or both, face a unique set of financial challenges. That’s where HerMoney comes in. In her frank, often funny, but always compassionate way, Jean Chatzky takes every audience of women through the steps they need to take today to live comfortably (and worry-free) tomorrow, offering the latest research, expert tips and personal advice. Want more money ...
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If you’re a SaaS Consulting Partner earning low to mid six figures—and wearing every hat from sales to delivery—this podcast is your shortcut to scaling smarter. Each week, I talk to successful Partners of Salesforce, Zoho, NetSuite, Monday.com, and HubSpot partners who’ve cracked the code to bigger deals, better systems, and more freedom. No fluff. Just sharp lessons from the field. Subscribe and join 600+ episodes of real, raw, and proven advice for SaaS Consulting Partners ready to scale ...
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My name’s Josh. I started investing over a decade ago after financial advisors turned me away because I didn’t have hundreds of thousands to invest. Instead of giving up, I took things into my own hands by reading every book I could find, graduating from the W.P. Carey School of Business, and spending the last 10+ years learning, investing, and refining my approach. I know how confusing the stock market can feel when you're just getting started. Between overcomplicated investing lingo, confl ...
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Your Money Map Replay: How to Prepare for Rising Healthcare Costs in 2026: Medicare, ACA & More
42:33
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42:33With healthcare premiums expected to spike and enhanced ACA subsidies set to expire, millions of Americans may be facing a serious coverage crunch. In this timely episode of Your Money Map, Jean Chatzky is joined by retirement experts Marcia Mantell and Jae Oh to break down what’s really happening with the ACA, Medicare, and employer-sponsored insu…
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Patreon Preview: What To Do Financially After a Cancer Diagnosis
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13:00Today we’re giving you a first look inside our brand-new Patreon-exclusive Mailbag series — and this one’s powerful. A listener, a single mom of a toddler, just received a cancer diagnosis. She reached out with urgent questions about how to manage her finances during treatment: Are cancer insurance payouts taxable? Should she prioritize paying off …
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EP 499: Estate Planning Is an Act of Love: Here’s How to Start
41:33
41:33
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41:33What happens to everything you've worked so hard for — your home, your savings, your family memories — after you're gone? If your answer is “I’m not sure,” the time to start planning is now. In this empowering episode, Jean sits down with Heather Winston, Certified Financial PlannerTM professional of Principal Advised Services, LLC and Assistant Vi…
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645 - How to Build AI Automations That Actually Make You Money with Jason Alberti
38:19
38:19
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38:19Why you should listen Jason Alberti reveals his complete end-to-end automation system built on N8N that transforms website leads into qualified prospects with research reports, generates customized proposals from call transcripts, and eliminates the hours you're wasting on repetitive client work. Discover why strategically keeping humans in the loo…
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"My advisor had me in 12 different ETFs... After a year, my own portfolio was beating his." Ep. 61
56:29
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56:29Ten years ago, Robert and his mother couldn't afford their mortgage and were relocated to a hotel, on the verge of homelessness. His father's excessive spending despite his mother's stable teacher income had destroyed their finances. At 16, while at the gym, Robert made a pivotal decision: "This is never going to be my future." What did you think o…
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The Scripts You Need When Talking To A Financial Advisor
37:24
37:24
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37:24If you’ve ever felt intimidated walking into a meeting with a financial advisor or unsure if you’re even asking the right questions, this episode is for you. Jean sits down with Pam Krueger, investor advocate and founder of Wealthramp, to walk through actual word-for-word scripts that you can use when meeting with an advisor for the first time, rea…
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644 - From $10K Deals to $200K Deals: A Business Model Story
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10:15
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10:15You're spending thousands on outreach agencies, cold email tools, and marketing tactics—but your revenue is stuck. You keep trying new strategies, but nothing seems to move the needle. Here's the hard truth: the problem isn't your tactics. It's your business model. And you can't see it because you're inside the jar. In this episode, I share two rea…
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EP 498: The Personal Finance Tips That Really Matter, According to Carl Richards
38:44
38:44
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38:44We’re more financially informed than ever, thanks to FinTok, money podcasts, and yes, even chatbots. But when it comes to having real conversations about money with the people closest to us? We still freeze. This week, Jean sits down with Carl Richards — New York Times “Sketch Guy” columnist, CFP®, and author of the new book Your Money: Reimagining…
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643 - From Tech Chaos to White-Label Software in 90 Days with Robin Alex
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42:46Why you should listen Robin Alex shares the exact problem that led to creating GoHighLevel—and how solving your own biggest pain point can become an 8-figure business opportunity Learn why the most successful agencies focus on outcomes instead of showcasing their impressive tech stacks, and how to reposition your business accordingly Discover the e…
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A Week In Her Wallet: A Divorced 47-Year-Old Bringing In $10K A Month
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33:39Jennifer, 47, lives in Maryland, with her partner of 12 years. She’s the Vice President of Communications for a consulting firm. Her partner is a teacher and voice actor, and together they make about $300,000 a year. In this week’s A Week In Her Wallet, Jennifer tracks seven days of spending that include thoughtful gift-giving, a haircut she happil…
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EP 497: All the Cool Girls Get Fired: Reinventing Your Career After 40
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38:08Have you been laid off, or are you worried you might be? This week, Jean is joined by Laura Brown (former Editor-in-Chief of InStyle) and Kristina O’Neill (former Editor-in-Chief of WSJ. Magazine), authors of the bold and unfiltered new book, All the Cool Girls Get Fired: How to Let Go of Being Let Go and Come Back on Top. Both women hit the top of…
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642 - Stop Being a Platform Expert - Why Business Growth Advisors Win in the AI Era with Sarah McDevitt
38:37
38:37
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38:37Why you should listen Sarah McDevitt shares insider insights from HubSpot's Partner Experience team, revealing what separates successful partners from those stuck in license-selling mode Learn why data quality is the hidden bottleneck preventing partners from delivering on AI promises—and how to fix it before it destroys client trust Discover HubSp…
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The Only Way You Can Go Wrong Is By Not Owning Assets (Ep. 60)
1:23:07
1:23:07
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1:23:07Why is the stock market hitting all-time highs during a government shutdown? And why are investors rushing into "fear" assets like gold while "growth" assets in AI are also booming? The full Market Hustle team is back to talk over these contradictory signals, sharing their personal strategies for how to invest when the market seems to make no sense…
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Mailbag with Morgan Housel: “I maxed out my retirement contributions this year. What should I do next?”
17:13
17:13
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17:13On this special HerMoney Mailbag episode, Jean Chatzky is joined by Morgan Housel, bestselling author of The Psychology of Money and The Art of Spending Money, to answer real questions from the HerMoney community. From investing a lump sum at midlife to managing fear around paying off debt, Jean and Morgan dive into the emotions and strategy behind…
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641 - How to Escape the Delivery Trap Without Sacrificing Revenue Growth
10:21
10:21
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10:21If you're drowning in delivery work, putting in 80-hour weeks, and feeling like your business controls you instead of giving you freedom, this episode is for you. I'm sharing the story of one of my clients who was completely maxed out—working across multiple SaaS partner relationships, positioned as an hourly contractor, and so exhausted he looked …
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EP 496: The Psychology of Money and the Art of Spending, with Morgan Housel
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33:08Morgan Housel, bestselling author of The Psychology of Money, is back with a brand-new book: The Art of Spending Money. In this episode, he sits down with Jean Chatzky to talk about what truly makes us feel fulfilled when we spend, and why we often get it wrong. Together, Jean and Morgan unpack the emotions that drive our financial behavior, from f…
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640 - How to Stop Being Invisible to Microsoft's 30,000-Person Sales Force with Rob Fegan
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It took Schwab 6 decades... It took Robinhood 4 years (Ep. 59 with Steve Quirk)
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52:15In this episode, we sit down with Steve Quirk (Chief Brokerage Officer at Robinhood) to uncover the lessons he's learned across 35 years in the brokerage industry. From his early days as a market maker on the trading floors to leading innovation at TD Ameritrade (where he helped develop the thinkorswim platform) to now democratizing finance at Robi…
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Mailbag with Kerry Hannon: “I have $11,000 to invest in retirement. Is an ESG fund a good idea?”
15:58
15:58
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15:58In this special HerMoney Mailbag episode, Jean Chatzky is joined by Yahoo Finance senior columnist and author Kerry Hannon — and she’s tackling your most pressing retirement questions. In this episode, Jean and Kerry dive into: Whether to cash out a paid-up life insurance policy How to invest in ESG funds without overpaying on fees What to look for…
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EP 495: Kerry Hannon on Debt, Downsizing, and Designing Your Ideal Retirement
32:04
32:04
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32:04The oldest members of Gen X are facing retirement, and many are feeling unprepared. Traditional pensions disappeared just as Gen X entered the workforce. 401(k)s weren’t mainstream until much later. And along the way, they endured the tech bubble, the Great Recession, and a pandemic. No wonder headlines call Gen X “the forgotten generation” and war…
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639 - How to Stop ChatGPT from Lying to You (AI PhD Reveals the Fix) with Garima Agrawal
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41:03Why you should listen Garima Agrawal bridges the gap between PhD-level AI research and practical consulting applications—she understands both the Formula One engine and how to help you drive the car better. Learn the layered prompting technique that eliminates most hallucinations and turns ChatGPT into a thinking partner rather than a content gener…
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Your Money Map Replay: Is Retirement Really in Crisis? What The Data Says with Andrew Biggs
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33:00We’ve all heard the same story: Americans are facing a retirement crisis. But what if that’s not the whole truth? In this special replay of Your Money Map, Jean Chatzky sits down with Andrew Biggs, senior fellow at the American Enterprise Institute and author of The Real Retirement Crisis: Why Almost Everything You Think About the U.S. Retirement S…
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Ever freeze up when a perfect prospect asks, "What makes you different from the other consultants we're considering?" You know you deliver incredible results, but when it comes to explaining your approach, you sound just like everyone else. I struggled with this exact problem until I discovered the game-changer: mapping your scattered expertise int…
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EP 494: Why Women Are Still Doing Too Much — And How To Push Back
38:24
38:24
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38:24Raise your hand if you feel like you’re running on empty. If you’re juggling work, home, relationships, and still coming up short. You’re not imagining it: the pressure to have it all is very much alive in 2025… but let’s be honest, it was never realistic to begin with. In this episode, Jean sits down with Dr. Corinne Low, Wharton professor and aut…
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637 - The Full-Cycle Advantage: Refusing to Be Just Another Zoho Consultant with George Easton
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35:42Why you should listen George Easton shares his journey from executive recruiter to building North America's largest Zoho partner by headcount (60 team members), offering invaluable lessons for scaling service-based businesses. Learn his "full-cycle business management consultancy" model that serves manufacturing, legal, healthcare, and home service…
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A Week In Her Wallet: A 49-Year-Old On A Weight Loss Journey
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30:57This week on A Week In Her Wallet, we’re diving deep into what it really means to spend with intention. Meet Amy, a 49-year-old higher education administrator living in Tennessee with her partner. She's in a season of transformation; focused on her health, reevaluating her habits, and redefining what “worth it” means when it comes to her wallet. Fr…
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Ep 493: Is Money Stress Ruining Your Life? A Financial Therapist Explains Why
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32:00When it comes to money, most of us know the basics. We’ve read the advice: build an emergency fund, stick to a budget, invest for the future. But what if we’re still struggling to feel confident or in control? What if our emotions — fear, guilt, shame — are silently running the show? That’s where financial therapy comes in. This week, Jean sits dow…
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Hindsight Investing Is Limiting Your Returns (What to Do Instead)
21:49
21:49
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21:49In this episode, I break down one of the biggest traps investors fall into: hindsight investing. I shares my own story of passing on Facebook in 2014, why volatility isn’t a punishment, and how to build the emotional resilience to stay invested when fear hits. If you’ve been listening and realizing you don’t yet have a clear system for your money, …
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636 - The Systematic Approach to Building Bigger AI Consulting Deals with Taireez Niswander
36:21
36:21
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36:21Why you should listen Taireez reveals how AI consultants can identify specific automation opportunities worth significant annual savings for any client role, transforming vague "AI implementation" conversations into concrete ROI discussions. Learn the systematic approach to expand your share of client value beyond single platform implementations, p…
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A Week In Her Wallet: A 41-Year-Old Teacher Who Pays Off Her Credit Card Daily
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28:02This week, we're spending seven days inside Shannon’s wallet, a 41-year-old teacher, mom of two, and money-minded multitasker who lives in a suburb of Washington, D.C. With summer break just beginning, Shannon uses her time off to reflect on her relationship with money, childhood financial trauma, and the emotional tug-of-war between responsible bu…
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635 - Why Your Sales Problem Isn't Actually a Sales Problem
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14:02
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14:02You're working 60+ hours a week, racking up business debt from marketing that isn't working, and you haven't even put yourself on payroll. Every time you try to scale, you hit the same ceiling—more clients means more personal delivery time, which means less time for marketing, which means your pipeline dries up. In this episode, I walk you through …
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EP 492: Retire Often: How Mini-Retirements Can Boost Your Career and Your Happiness
36:32
36:32
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36:32Have you ever dreamed of walking away from your job — not forever, but just long enough to breathe, explore, rest, or chase a big, bold adventure? This week, we're talking about a radical reframe: What if we didn’t retire once at 65… but instead took many retirements throughout our lives? Jean sits down with Jillian Johnsrud, author of Retire Often…
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From $500 to $300,000 (How Money Mastery Helped Him Build a Financial System) Ep. 57
43:47
43:47
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43:47Aakash had tried it all (trading courses, crypto, even expensive programs that cost him $2,000) and walked away burned, confused, and skeptical. He was making good money in his IT career but it felt like it disappeared as fast as it came in. Then he found Money Mastery. In this interview, Aakash shares: How he went from scattered finances and const…
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