SHOW NOTES: In today’s episode, we’re breaking down five practical steps you can start using right now to create a powerful morning routine that sets the tone for a peaceful, productive, and intentional day. Whether you're managing a busy home, work schedule, or caregiving, these habits will help you move from chaos to clarity—one morning at a time…

SHOW NOTES: Are you ready to stop stressing about money and start building a future you can feel excited about? In this episode of the Simple Money Systems podcast, we’re diving into 5 proven strategies that can help you take control of your finances for the long haul. Whether you're just starting out or looking to level up, these simple and powerf…

About Rose Moran: Rose is a legal marketing strategist who bridges business development with strategic marketing communications. She’s led business development and strategic marketing efforts for one of the fastest-growing Am Law 100 firms and now partners with firms at the firm, practice, and individual attorney level for all areas of B2B law. In …

SHOW NOTES: Overwhelmed by trying to “do it all”? In this episode, we’re ditching the perfection pressure and embracing simple systems that bring peace, not panic. Whether you’re juggling work, kids, or just life, these 4 practical strategies will help you create calm, save time, and steward your money with purpose. No fancy apps or 10-step routine…

About Molly McGrath: Molly McGrath is the founder of Hiring & Empowering Solutions, LLC, committed to helping law firms succeed in staffing, employee engagement, intrapreneurship, and retention. For 28 years, she has delivered results to over 5,000 law firms nationwide. She is a Top 10% Legal Podcaster, a 16-year legal blogger, and a 3x #1 Amazon B…

SHOW NOTES: Are you still battling your money giant? Does it feel like this giant is consuming every corner of your life, creeping into your relationships, your dreams, your peace of mind? There’s nothing that can’t be solved. In this episode listen how you can change financial burden into your action plan: Get Clear on What’s Important to You Defi…

About Dom Loffredo: Dominic “Dom” Loffredo joined MDS in 2019 and became Director of Operations in 2020. He manages member service, onboarding, event coordination, and oversees HR for several firms, including recruiting, hiring, development, and employee handbooks. Dom is a SHRM-certified HR professional and a certified Kolbe Consultant and Team Sp…

Dr. Steve Waygood, Chief Sustainable Finance Advisor at Aviva Investors, shares insights from his 25-year journey in sustainable finance. He discusses the evolution from ethical investing to system-level stewardship, the under-pricing of climate risks in financial models, and the vital role of public policy in aligning markets with sustainability g…

SHOW NOTES: In this episode, we’re diving into how to save money, even when every dollar already has a job. If you’ve ever felt like there’s just no wiggle room in your budget, this one’s for you. The truth is, money is a tool, not your master, and when you align your spending with your values and goals, you give every dollar purpose. Learn how to …

About Ron Latz: Ron Latz is the founder of LegalFenix, a marketing consulting firm that’s shaking up the way law firms approach their growth strategies. With over 15 years of experience in the legal marketing industry, Ron has been the trusted guide for countless law firms navigating the complex world of marketing. Known for his honesty, vendor-neu…

SHOW NOTES: Ever heard of a Personal Financial Statement but weren’t quite sure what it was, or why it matters? In this episode, we’re breaking it all down in simple terms. Learn what a Personal Financial Statement is, why it’s a powerful tool for tracking your financial health, and how it can help you improve your net worth over time. Plus, we int…

About Kristen David: Kristen David is a former trial lawyer who transformed her career after working 85 hours a week and taking home far too little from her law firm. She successfully built her firm into a million-dollar-plus business that thrived independently of her. After selling the firm, Kristen dedicated herself to empowering business owners …

SHOW NOTES: Borrowing against your home to pay off credit card debt sounds like a good idea – until it isn't. The key to true financial freedom isn’t wiping out debt, but changing the habits and systems that created it in the first place. Friend, if you’re considering using home equity to pay off credit cards, ask yourself: What happens if this doe…

About Mark Khazanovich: Mark Khazanovich is Director of Operations at KORE Accounting Solutions, a future-focused bookkeeping and management accounting firm that helps cloud-based law firms stay compliant and run more profitable practices. As Clio Gold Certified Consultants, QuickBooks Online Elite ProAdvisors, and legal accounting experts, Mark an…

SHOW NOTES: Imagine trying to navigate a maze with a map that’s 50 pages long—overwhelming, right? That’s how traditional budgeting can feel: complex, time-consuming, and often discouraging. But what if you could manage your money with just two simple lines? The 2-Line Budget—a revolutionary approach that strips away the clutter and gives you a sma…

About Adam Ouellette: Adam practiced law for 23 years before making the move from Florida to North Carolina—where he decided to step away from another bar exam and into a new role: empowering law firm owners to reclaim control of their lives. As a published author and experienced coach, Adam has helped over 500 lawyers in the past decade break free…

SHOW NOTES: Budgeting can feel like a mentally draining and time-consuming task for busy moms for a variety of reasons. Firstly, the mental load of managing money on top of all the other responsibilities can be exhausting. With so much on their plates already, adding budgeting to the mix can feel like one more thing to worry about. Learn in this ep…

In this episode, Mark Lee speaks to Johann Weicht, Jennifer Klie and Aiste Brackley about the latest updates to the EU Omnibus regulation. The Omnibus proposals aim to streamline the CSRD, CSDDD, EU Taxonomy and CBAM are expected to bring significant changes to the regulated sustainability disclosure and due diligence landscape. The episode delves …

As we reach the milestone of our 100th episode, we're wrapping up the series with the last three of our top ten most downloaded episodes. Part 3 brings some of the most valuable insights, diving into the intersection of operations, finances, and strategic growth—key elements for driving meaningful business progress. We’ll hear from seasoned experts…

SHOW NOTES: Debts end up in collections when people consistently miss payments or default on their loans. This can happen for various reasons, such as financial hardship, unexpected expenses, or simply poor financial management. Once a debt is sent to collections, the collection agency will attempt to contact the borrower to arrange for repayment. …

Mark Campanale, founder of the Carbon Tracker Initiative, talks with Paul Moody, Managing Director of Global Partnerships and Client Solutions at CFA Institute, about the growing risks tied to fossil fuel investments. Mark explains the concept of the carbon bubble—the gap between the carbon in global reserves and what the climate can safely absorb—…

In this episode, Mark Lee is joined by Anne-Laure Brison, Senior Manager of Circular Products and Materials at World Business Council for Sustainable Development (WBCSD); Titta Rosvall-Puplett, Chief Sustainability Officer at Syensqo; and Cristina Pellegrino, ERM Global Industry Leader of Chemicals, to discuss “Towards Planet Positive Chemicals, A …

We’re continuing our 100th episode celebration with Part 2 of our milestone series—revisiting three of the top ten most downloaded episodes. These standout conversations have delivered game-changing financial insights that have resonated with entrepreneurs and business owners alike. From legal safeguards to smart financial planning, we’re diving de…

SHOW NOTES: Are you feeling the pressure of rent due dates creeping up? In this episode, I break down five simple steps you can take right now to cut expenses, stretch your budget, and avoid the risk of eviction. Whether you’re behind on rent or just looking to stay ahead financially, these strategies will help you gain control and keep a roof over…

From John Hinson: Marketing Mastery for 2025: Balancing Growth and Efficiency for Small Businesses (Ep. 92) Investing at least 10% of revenue into marketing is crucial for sustainable growth, rather than treating it as a fixed expense. Businesses should balance "hunting" (lead generation) and "farming" (nurturing existing clients and referrals) to …

SHOW NOTES: In today’s episode, we’re diving into two powerful shifts that can transform your cash flow and bring financial peace: ✅ Be intentional with every dollar – Use my simple and empowering cash-flow system to give your money a job before it disappears. ✅ Pay yourself first – Before bills, before expenses—because your financial future deserv…

About Ivy Slater: Ivy Slater is the CEO of Slater Success, a coaching & consulting company focused on the intersection of strategic planning and succession planning and its impact for long term sustainable growth. Ivy is an author, podcast host of Her Success Story and TedX speaker. In this episode, Ryan and Ivy Slater discuss: The necessity of ear…

Whether you are going through any limitations that life puts you on, you are the master of unlocking your strength and potential. Your journey may look different, but that doesn’t make it any less meaningful or powerful. Every challenge you face is an opportunity to grow, to rise, and to prove—most importantly to yourself—that you are capable, resi…

About Gary Mitchell: Gary is a highly regarded author, business coach, and consultant dedicated to helping lawyers enjoy the career they have only dreamed of and achieve unparalleled success by whatever measure they are guided by. With nearly 20 years of experience coaching lawyers, he has developed a deep understanding of the complex business issu…

In this episode of the Sustainability Story, host Nicole Gehrig, Director of Global Industry Standards at CFA Institute, discusses the importance of integrating nature-related risks into investment strategies with Mel Peh, CFA, an independent consultant for the United Nations Environment Program Finance Initiative (UNEP FI). They explore how nature…

Show Notes: How a Financial Coach Can Help You So, what exactly does a financial coach do? Think of me as your money BF—but one who brings a plan, a strategy, and all the support you need to get on track. I help you figure out what’s not working in your money life—without shame or judgment. I show you simple strategies to help you gain control with…

About Janet Falk: Janet Falk is a strategic communications professional with over 30 years of experience in public relations and marketing communications across law firms, financial services, businesses, and nonprofits. She helps attorneys, executives, and consultants gain media coverage, attract clients, and strengthen their professional visibilit…

Show Notes: Do you ever feel like you're drowning in responsibilities—juggling therapy appointments, school meetings, household tasks, and somehow trying to manage your money on top of it all? You're not alone! This week, I’m bringing you 7 practical, stress-free strategies to help you stay on top of your finances without adding more overwhelm to y…

About Frank Rekas: Frank Rekas is a Partner and Financial Planner at Palm Wealth Partners, specializing in tax-efficient wealth strategies for attorneys, law firm owners, and business professionals. With over 30 years of experience, he focuses on minimizing taxes, managing risk, and building long-term financial security through a highly personalize…

Show Notes: Let’s be honest—being a special needs mom means you are basically a CEO of Everything. Your day is packed with therapy sessions, medical appointments, IEP meetings, meal planning, and somewhere in there, you're supposed to sleep! With so much on your plate, who has time for complicated budgets and endless spreadsheets? Not us! That’s wh…

Join Paul Moody, Managing Director at CFA Institute, as he sits down with Dr. Ma Jun, President of the Institute of Finance and Sustainability (IFS) and founder of CASI (Climate Action and Sustainability Initiative), for a thought-provoking discussion on the future of sustainable finance. In this engaging episode, Dr. Ma Jun shares his journey from…

You’ve heard me talk about business strategy, financial growth, and the importance of knowing your numbers—but today, I want to take a step back and share my own journey. In this episode, I’ll walk you through how I went from working in a traditional CPA firm to completely shifting my focus toward advisory services, a move that not only changed my …

In the final episode of our special series on the Collaboratory and solutions to homelessness, we dive into the transformative solution that emerged from our work: Resource Connection Hubs. These Hubs, designed by those with lived experience, aim to address a critical gap in the homelessness response system—helping people find the resources they ne…

Show Notes: Depositing paper checks with your phone is a convenient and efficient way for busy moms to save time and money. By utilizing mobile banking apps, you can easily deposit checks from the comfort of your own home, eliminating the need to make a trip to the bank. This not only saves you time but also reduces the risk of losing or misplacing…

In this special episode we take a deep dive into why homelessness is a systemic issue—one driven by decades of policy decisions, economic shifts, and social inequities rather than individual choices. We hear from Don Burnes, co-founder of the Burnes Institute for Poverty Research at the Colorado Center on Law and Policy. From deinstitutionalization…

About John Gumas: John Gumas, esteemed CEO of Gumas Advertising and renowned author, is a trailblazer in the branding industry, dedicated to empowering challenger brands with effective marketing strategies to overcome their larger competitors. With an illustrious career spanning decades, John's expertise has earned him numerous accolades, including…

SHOW NOTES: Budgeting should be a tool that works for you, not a source of stress! In this episode, we’re breaking down three common budgeting pitfalls that can hold you back—and how to overcome them. Whether you’re just starting out or looking to refine your money management, these practical tips will help you budget confidently and flexibly. Lear…

Homelessness isn’t inevitable—it’s a failure of systems, not people. In this special three-part podcast series, we take you behind the scenes of Elevated Denver’s Collaboratory, where lived experts, service providers, policymakers, and business leaders came together to co-design solutions to systemic breakdowns. In Episode 1, we introduce the Colla…

About Sonia Narvaez: Sonia Narvaez is an Operations Strategist with a passion for designing business systems that empower altruistic entrepreneurs and business leaders to achieve greater impact. As a first-generation Latina in the U.S. holding both Bachelor's and Master's Degrees in Public Health, she has uniquely merged her background in Public He…

Show Notes: In today’s episode, we’re diving into how to transform your debt-free journey into a roadmap for lasting financial freedom using a simple 2-line budget. Whether you’ve recently crushed your debt or are on your way, this episode will show you how to take the next step—building savings, investing, and staying in control of your financial …

Mark Lee talks with the authors of ERM’s Annual Trends Report - Aiste Brackley, Andrew Angle, Rebecca Green and Ricardo Zibas – about the key business sustainability trends to expect across the globe in 2025, from climate change to AI, and how companies can respond. Their conversation covers: Changes to the sustainability landscape in 2025 Progress…

Show Notes: Learn how to create your powerful vision board! In this episode, I walk you through five simple steps to turn your goals into a daily source of motivation. Whether you’re paying off debt, building new habits, or chasing big dreams, this guide will help you clarify your vision, stay inspired, and take action toward the life you want. Get…

About John Hinson: John Hinson is the Administrative Director at Spotlight Branding, where he leverages nearly a decade of experience in editorial and marketing to help solo and small law firms grow their businesses through impactful content. A published author and podcaster, John has written humorous memoirs and historical nonfiction and hosts Our…

Show Notes: Are you feeling overwhelmed by financial clutter? In this episode, we’ll dive deep into how to identify unnecessary expenses, untangle messy budgets, and create a simplified system for managing your money. Learn actionable tips for streamlining your budget, eliminating wasteful spending, and focusing on what truly matters for financial …

In this episode of "The Sustainability Story," host Deborah Kidd, CFA, and Roman Kramarchuk, Head of Climate Markets and Policy Analytics at S&P Global Commodity Insights, delve into the significance of Article 6 adoption at COP29 and its implications for the role of carbon markets in achieving net-zero goals. Roman shares insights from his extensi…