Platinum Talks Wealth

Episode 123: In this episode of the Platinum Talks Wealth Podcast, Jennifer Rogers Markwell sits down with corporate leader turned entrepreneur Kelly McGinnis for a candid conversation about agency, ageism, money memories, and what it really takes to walk away from a high‑level executive career to build something on your own terms.Kelly shares how she spent more than 20 years rising through CFO, COO, and president roles before deciding to leave corporate life, despite the stability, the title, and the paycheck, to create a business aligned with her values, pace, and purpose. She opens up about witnessing layoffs from the inside, navigating the realities of ageism for women in their 40s and 50s, and why she ultimately chose control and autonomy over climbing any higher.Jennifer and Kelly explore the behavioral side of money, the irreplaceable value of lived experience in an AI‑driven world, and why communication, not perfection, is the foundation of financial partnership. Kelly also reflects on the early money memories that shaped her fear‑based decisions, the financial infidelity that strained her marriage, and the weekly family money meetings that now keep her household aligned.Guest: Kelly McGinnishttps://leadwithkelly.substack.com/Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 122: In this episode of the Platinum Talks Wealth Podcast, Jennifer Rogers Markwell sits down with financial advisor and accountant Dave Scott for a thoughtful conversation about the habits, mindset, and life experiences that shaped his financial journey. Dave shares how growing up in a structured military household, running a 150‑client paper route in fifth grade, and navigating early financial missteps ultimately led him to a career he now considers his dream job.Dave opens up about raising two sons through the University of Michigan engineering program, why he believes kids benefit from having “skin in the game,” and how even small, consistent contributions toward education savings can build long‑term confidence. He also highlights the overlooked estate documents families should have in place before a child heads off to college.Jennifer and Dave explore the psychology of money, the importance of communication within couples, and why understanding cash flow, not just budgeting, is the true foundation of financial clarity.Guest: Dave Scotthttps://www.linkedin.com/in/david-scott-cfp%C2%AE-636b8a38/Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 121: In this episode of the Platinum Talks Wealth Podcast, Jennifer Rogers Markwell sits down with Tricia Scarletta, who leads the education savings business at JP Morgan Asset Management, for a deep dive into 529 plans. Tricia breaks down how 529s work, the surprising range of qualified expenses, from two and four-year colleges to trade schools, apprenticeships, tutoring, K–12 tuition, and even special‑needs supports. She also explains the new ability to roll unused funds into a Roth IRA, a feature that can jump‑start a young adult’s retirement savings. Tricia shares her own family’s journey navigating education planning, highlighting why starting early matters even when the future feels uncertain.  Guest: Tricia Scarlettahttps://www.linkedin.com/in/triciascarlata/ Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 120: In this episode of the Platinum Talks Wealth Podcast, Jennifer Rogers Markwell sits with Washoe County District Attorney Chris Hicks, who shares what he’s seeing behind the scenes as financial scams targeting seniors continue to rise. Chris breaks down how schemes work, why fear and urgency make people vulnerable, and the real cases where victims lost up to $500,000. He offers practical ways to slow down, verify information, and protect yourself or loved ones from cybercrime. Chris also reflects on the personal money memories that shaped him, a conversation designed to build awareness and strengthen financial confidence during Financial Literacy Month.Guest: Chris Hickshttps://www.linkedin.com/in/chris-hicks-27373714/Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 119: In this episode of the Platinum Talks Wealth Podcast, Jennifer Rogers Markwell sits down with Katie Talento, a healthcare policy expert, former White House health advisor, and epidemiologist who now builds health plans for employers. Katie Lento pulls back the curtain on what’s driving America’s healthcare crisis from misaligned incentives to hidden pricing to the trillion‑dollar interests shaping patient outcomes.Katie shares her unexpected path from global public health to Capitol Hill to the White House, and why she ultimately chose to work outside the system to create more healthcare solutions. Katie also opens up about the money lessons she learned from her economist father, the financial infidelity she experienced firsthand and how she and her husband navigate money and business ownership.Guest: Katie Talentohttps://www.linkedin.com/in/katytalento/Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 118: In this episode of the Platinum Talks Wealth Podcast, Jennifer Rogers Markwell welcomes Taryn Huget, a senior leader at LPL Financial, for an inspiring conversation about unyielding leadership, overcoming fear, and the money memories that shaped her relationship with financial independence.Taryn opens up about the word her colleagues used to describe her—unyielding—and how discipline, determination, and purpose have guided her both personally and professionally. She shares the powerful influence of her grandmother, the early experiences that made her acutely aware of money differences among peers, and how those childhood insecurities still echo in adulthood.She also reflects on her journey from being terrified of public speaking in college to confidently presenting on a stage of 10,000 people, the mentors who pushed her forward, and the mindset shift that changed everything. Taryn discusses the financial infidelity she grew up with, silence around money, and how she’s breaking that cycle by creating open, healthy conversations with her own children.Guest: Taryn Hugethttps://www.linkedin.com/in/taryn-huget-97936653/Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 117: In this episode of the Platinum Talks Wealth Podcast, Jennifer Rogers Markwell welcomes Will Shaw, former NFL player turned tech entrepreneur and M&A advisor, for a powerful conversation about reinvention, disciplined money habits, and the financial lessons that shaped his life.Will shares his winding journey from playing for the Steelers and Eagles to building and selling tech companies and ultimately running an M&A firm focused on professional and industrial services. He opens up about the money memory that defined his approach to saving, the financial infidelity he fell into as an entrepreneur, and how transparency and partnership with his wife transformed the way he manages both business and personal finances.Guest: Will Shaw Founder • M&A Advisor • Former NFL Athletehttps://www.linkedin.com/in/willshaw8/Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 116: In this episode of the Platinum Talks Wealth Podcast, Jennifer Rogers Markwell welcomes Stephanie Funk, estate planning attorney and owner of The Funk Firm, for a powerful conversation about planning, protection, money memories, and the financial infidelity that changed the entire trajectory of her life.Stephanie shares how she found her way into estate planning, why personalized legal guidance matters, and the most common mistakes she sees families make when they rely on DIY documents. She also opens up about the money memory that shaped her financial habits and the shocking financial infidelity she experienced in college. A moment that ultimately led her to law school and her passion for helping others protect themselves and their families.Guest: Stephanie Funk Owner • Estate Planning Attorney • The Funk Firmhttps://www.funkfirm.comhttps://www.linkedin.com/in/stephanie-funk-80325640Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 115: In this episode of the Platinum Talks WealthPodcast, Jennifer Rogers Markwell welcomes Kimberly Sanders, champion of advisor independence at LPL Financial, for a candid conversation about independence, leadership, and the money memories that shape us.Kimberly shares how her lifelong independence influences her work and family life, her early money lessons from always working and the financial infidelity she regrets. She also highlights two powerful family strategies she created for her daughters and the discipline of living on one income to create long‑term freedom and choice. Guest:Kimberly Sanders  https://www.linkedin.com/in/kimberly-sanders/Consultant • Advocate • Leader in Advisor Growth &Independence Guests or their company are not affiliated with and/orendorsed by LPL Financial or Platinum Wealth Management.

Episode 114: In this episode of the Platinum Talks Wealth Podcast, Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell welcomes Dr. Robin; author, executive coach, and the “Mental MacGyver” for an extraordinary conversationabout identity, resilience, and the lifelong psychology of money.Dr. Robin shares her astonishing journey from growing up ina religious cult to being married at 18 to her first cousin, navigating financial chaos, escaping multiple traumatic relationships, rebuilding her life through education and entrepreneurship, and ultimately reclaiming her name andher power.She also discusses the moment that sparked hertransformation the realization that “you cannot build a life you love on a name you hate” and how that insight led her to write her memoir, I’d Like to Thank the Cartel for Getting Me Out of the Cult.Throughout the episode, Dr. Robin and Jennifer explore thedeep emotional roots of money memories, the impact of scarcity mindset, and the ongoing work of rewriting financial narratives shaped by trauma. Dr. Robin also opens up about financial infidelity in her early marriage, the lingeringeffects of fear-based conditioning, and how she now helps founders and funders navigate chaos with clarity and confidence.Guest:Dr. Robyn Lynettehttps://thankthecartel.com/https://mentalmacgyver.com/Guests or their company are not affiliated with and/orendorsed by LPL Financial or Platinum Wealth Management.

Episode 113: In this episode of Platinum Talks Wealth Podcast, Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell welcomes Carrie Rich, as she shares her journey of building companies founded on big ideas that positively impact humanity, including more than a decade leading a global nonprofit that invests in entrepreneurs using financially viable businesses for good. Carrie also discusses the lessons learned from her first unicorn investment, which helped thousands of low-income Americans establish credit scores and access new opportunities.Guest: Carrie Richhttps://carrierrich.com/aboutGuests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 112: In this episode of Platinum Talks Wealth Podcast, Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell welcomes Nicole Quinn Miles, a health and welfare consultant who helps businesses optimize their employee benefits programs. Nicole shares how a chance Friday sales call launched her 20-year career in insurance, and how a deeply personal money memory shaped her commitment to empowering others. She opens up about financial infidelity, both personal and relational, and how honesty, accountability, and communication transformed her financial life. Guest:Nicole Quinn Mileshttps://www.linkedin.com/in/nicolequinnmilesGuests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 111: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell, President of Platinum Wealth Management, in conversation with Dr. Dee. She specializes in helping executive women overcome burnout, hormone imbalances, and chronic exhaustion to reclaim their vitality and edge. In this episode, they explore the intersection of how physical well-being influences decision-making, the emotional roots of financial behavior, and the impact of early money memories and financial infidelities. From childhood health struggles to navigating high-stakes parenting and career transitions, they share powerful insights on prioritizing wellness, making conscious financial choices, and raising financially aware children.Guest:Dr. Danielle Zanzarov, PhDhttps://southbaywellness.com/dr-danielle-zanzarovGuests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 110: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell, President of Platinum Wealth Management, in conversation with Dr. Ted Klontz, widely known as “The People Whisperer.” As Associate Professorof Practice and Financial Psychology at Creighton University and Director of the Financial Psychology Institute®, Dr. Klontz brings a unique lens to the emotional and behavioral patterns that shape our financial lives. In this episode, they dive into the psychology behind money decisions, how emotional intelligence impacts financial planning, and why understanding human behavior is key to building wealth. From consulting with top entertainment celebrities to leading transformative workshops, Dr. Klontz shares insights from his career. Guest: Dr. Ted Klontzhttps://www.klontzconsulting.com/   Guests or their company are not affiliated with and/orendorsed by LPL Financial or Platinum Wealth Management.

Episode 109: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell, President of Platinum Wealth Management, in conversation with Briana Pusateri, a seasoned banking professional whose personal and professional evolution offers a candid look at how life transitions shape our financial mindset. In this episode, they explore the emotional ties to money, the importance of financial transparency in relationships, and how intentional planning; from wedding savings to building a family can transform financial anxiety into empowerment.Guest: Briana Pusaterihttps://www.facebook.com/groups/585910043336318/Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 108: In this episode, we sit down with Nu Chareunrath, a CEO who leads with more than just strategy, she leads with heart. From her early career days of always being client centric to launching her own fractional services firm, Nu’s journey is rooted in the belief that business should feel personal, purposeful, and people-first. Join us for the conversation as we deep dive into money, families and financial infidelities. Guest: Nu Chareunrathhttps://www.ncbusinessgroup.com/aboutGuests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 107: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell, President of Platinum Wealth Management, in conversation with Dr. Aleksandra Gajer, a devoted medical professional originally from Poland and raised in the U.S., whose passion lies in transforming healthcare. In this episode, they explore the powerful connection between financial well-being and physical health, sharing personal insights, professional wisdom, and actionable tips to help you thrive in both arenas.Guest: Dr. Aleksandra Gajerhttps://thegajerpractice.com/about/Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 106: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell, President of Platinum Wealth Management, as she talks with Sarin Barsoumian founder of SMB Financial Strategies for a powerful and insightful conversation about independence, values, and advocacy in the financial industry.Together, they explore the importance of long-term relationships, open communication, and empowering clients to take an active role in their financial journey. Guest:Sarin A. Barsoumianhttps://www.linkedin.com/in/sbarsoumian/Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 105: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell, President of Platinum Wealth Management, as she talks with Criss Madrigal for a raw and inspiring conversation about alignment, motherhood, and healing.Criss shares her journey of becoming a mother of three in just two years, including identical twins with complex medical needs, all while navigating a demanding corporate career. After years of living in survival mode, a diagnosis of an autoimmune condition at age 40 became the wake-up call that cracked her open and led her back to herself.Together, they explore the emotional cost of disconnection, and how realignment can shift everything from your energy, your relationship with money, and your life. Guest: Criss Madrigal https://www.crissmadrigal.comGuests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 104: Join Emmy®-Nominated Wealth Advisor Jennifer Rogers Markwell, President of Platinum Wealth Management, as she sits down with Tatiana Honein, intern at Platinum Wealth Management and Finance major at the University of Nevada, Reno. In this eye-opening conversation, Tatiana shares her journey as a student and intern, offering fresh perspectives on finance while expanding her skill set to enhance the client experience. Together, they dive into the emotional layers of money while exploring personal money memories and the complex world of financial infidelities.Guest: Tatiana Honeinhttps://www.platinumwealth.net/team/tatiana-honeinGuests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 103 of the Platinum Talks Wealth Podcast: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell, President of Platinum Wealth Management, in this episode with Vanessa Mitera—a devoted mom, wife, and faith-driven brand strategist. Vanessa opens up about her journey from the corporate world to discovering a deeper calling: helping women entrepreneurs build meaningful, value-aligned brands. With years of branding and marketing experience, she brings not only technical expertise but a deep sense of purpose and spiritual insight to her work. Join the conversation as they explore the emotional side of money, diving into personal money memories and the sensitive topic of financial infidelities—those hidden financial actions that can impact trust and relationships.Guest: Vanessa Miterahttps://miterabranding.com/aboutGuests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 102: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell, President of Platinum Wealth Management, as she chats with April Davis, the Founder and CEO of LUMA Luxury Matchmaking. In this episode, April opens up about her personal journey with matchmaking—from making her first successful match at age 16 to turning it into a thriving business recognized on the INC 5000 list. She shares how intuition and a passion for helping others led her to embrace her true calling: guiding people to lifelong love. Join the conversation as they also deep dive into personal money memories and financial infidelities.Guest: April Davishttps://lumasearch.com/april-davis/www.lumasearch.comGuests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 101: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell, President of Platinum Wealth Management, as she chats with Tricia Scarlata, Head of Education Savings at J.P. Morgan. In this episode, Tricia opens up about her personal journey with educational planning—highlighting what worked, what didn’t, and the valuable lessons she now applies in her professional role.Guest:Tricia Scarlatahttps://www.linkedin.com/in/triciascarlata/Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 100: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell, President of Platinum Wealth Management, for a candid conversation with her husband, Marc Markwell. In this episode, they both open up about their personal money memories and explore the challenges of financial infidelities while shedding light on the emotional side of money and relationships.Guest:Marc MarkwellGuests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 99: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she speaks with Chelsea Williams: The visionary behind Core Solutions Group a company empowering law firm owners and also lifting women through her podcast The Money Whisper. With over a decade of law firm accounting experience, she started out as a single mother at 20, working multiple jobs while navigating the male-dominated finance industry. She built Core Solutions Group from her living room with her infant son in her arms during client meetings. That experience gave her the freedom to balance motherhood and entrepreneurship, and she knew she wanted to offer that same opportunity to other women. Join our conversation as she also shares her personal money memories and financial infidelities.Guest:Chelsea Williamshttps://www.moneymastery.work/https://www.yourcoresolution.com/meet-chelseaGuests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 98: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she speaks with Daphne Minks. She shares she didn’t climb the ladder the "right way." She built her own—out of the charred, smoldering remains of her family tree. Daphne is the mind behind twisted Reels Productions - a transmedia studio rooted in cinematic storytelling and emotional grit. Join our conversation as she also shares her personal money memories and financial infidelities.Guest:Daphne Minkshttps://www.twistedreelsproductions.com/Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 97: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she speaks with Ilyana Gutierrez the newest Wealth Advisor on the Platinum Wealth Management team. Ilyana shares her personal journey from years of interning to becoming a financial advisor. Join our conversation...Guest:Ilyana Gutierrezhttps://www.platinumwealth.net/Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 96: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she speaks with Matt Enyedi, Managing Director of Client Success at LPL Financial. They discuss his new podcast, "If you Could." His biweekly podcast explores breakthrough strategies and untold stories from the most innovative minds in and beyond the financial world. Join our conversation as Matt's shares his personal money memories and financial infidelities.Guest:Matt Enyedihttps://podcasts.apple.com/us/podcast/if-you-could-with-matt-enyedi/id1798331260Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 95: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she speaks with Sue Colina: Executive Vice President of Sierra Executive Solutions (SES), Inc. Sue has more than 1,000's of successful career placements and has been headhunting professionals for 20 years! She shares her successes achieving long term, "good fit" career placements. Join our conversation as we delve into personal money memories and financial infidelities.Guest:Sue Colinahttps://www.linkedin.com/in/suecolina/[email protected] or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 94: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she speaks with Tara Johnson: Lead Strategist at Alchemy Wealth Marketing. She shares the belief everyone deserves to be heard and valued... especially women in the financial world who are lifting and empowering others on their financial journey. Join our conversation as we delve into personal money memories and financial infidelities.Guest:Tara Johnsonhttps://alchemywealthmarketing.com/about/Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 93: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she speaks with Wendi Archuleta about entrepreneurship, real estate, mindset and work ethic. We also share the importance of women lifting women. Join our conversation as we delve into personal money memories and financial infidelities.Guest:Wendi [email protected] or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 92: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she speaks with Tracey Bee, a Family Court Strategist with over 20 years of experience as a former family law attorney. Tracey specializes in guiding both pro se litigants and some lawyer-represented clients through the most challenging aspects of the Family Court process. Join our conversation as we delve into personal money memories and financial infidelities.Guest:Tracey Beewww.TheDivorceSolutionist.com Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 91: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she talks with Jeremy Savory, CEO of Millionaire Migrant, a consulting firm supporting high-net-worth individuals as they navigate dual citizenship and the journey of moving themselves and their businesses to a new country. Join the conversation as we discuss global lifestyles, personal money memories and financial infidelities.Guest:Jeremy Savoryhttps://www.millionairemigrant.comGuests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 90: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she talks with Elliot Rosenberg the founder of Hack My Honeymoon. Self-proclaimed travel junkie, Elliot, was introduced to the concept of travel hacking and dove deep into luxury travel. He amassed nearly 1 million points from over a dozen credit cards and set off on with a carry-on across 17 countries over 15 months. From crossing the world’s highest mountain pass on a 19-day trek in Nepal’s Himalayas, getting Scuba-certified in the Philippines, to flying in a $17,000 first class “apartment” on Etihad Airways for only $6. His last stop was the bustling and multi-faceted country of India, where he landed in 2015 and started his company to help others travel on points. Join the conversation as we discuss the importance of being disciplined with credit cards (by paying off balances monthly) and personal money memories. Guest: Elliot Rosenberg https://www.hackmyhoneymoon.com/ Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 89: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she talks with author Jennifer Bloom. Are you a parent who worries about your daughter's future with all the additional pressures she will face in this new world of online access and social media? That question is the actual "why" Jennifer Bloom created her newest book. Join the conversation as we discuss the subconscious mind, affirmations, and personal money memories. Guest: Jennifer Bloom https://bloomngrow.co/ https://www.instagram.com/bloomngrow.co/ Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 88: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she talks with Katie Sorensen, Nurse Practitioner and owner of Weight Loss NP. Growing up as a competitive gymnast she became intricately aware of nutrition along with the complicated relationship with food and exercise that many people experience when they have struggles with weight and/or body image. On this episode we talk about her journey in both her professional path and her personal money memories. Guest: Katie Sorensen https://thewlnp.com/ Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 87: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she talks with Mery Vargas Mares MA, MFT, RYT, CIMHP. Mery started Yellow Mariposa Wellness from the inspiration surrounding the many yellow butterflies that appeared and continue to appear following the sudden traumatic death of her brother in 2012. She transformed pain to inspiration and started addressing her own mental health, buried pains & traumas, non-death losses & current relationships. On this episode we talk about loss, the grief journey and the psychology of money. Guest: Mery Vargas Mares https://www.yellowmariposawellness.com/ Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 86: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she talks with Jordan Aspen. She specializes in producing virtual/hybrid large scale conferences and networking events. Join us as we talk through her personal money memories and financial infidelities... Guest: Jordan Aspen https://www.linkedin.com/in/jordan-aspen/ Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 85: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she talks with Sally-Shakti Willow. She shares how writing her PhD in Utopian Poetics showed her what it means to be a writer. She wrote four books of poetry and a 60,000-word academic thesis and started journaling as a way to ground and heal herself.  Raised in a working-class family, she was the first of anyone she knew to pursue a PhD.  Sally-Shakti Willow shares she had a lot of trauma and self-limiting beliefs both professionally and financially to overcome to get her where she is today. Guest: Sally-Shakti Willow https://www.writingthriving.com/ https://gift.writingthriving.com/goldenchalice https://www.amazon.com/Manifesting-Magical-Moments-Extraordinary-Everyday/       Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 84: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she talks with Christine Luken. As the Founder of the Financial Dignity® Movement, Christine has coached hundreds of high-earning professionals, business owners, and divorcing women to pay off staggering amounts of debt. The author of four books and host of the Wealthy Woman Book Club™, Christine blends money management with emotional intelligence. Join us as we talk about the personal side of feeling smart and "successful" on the outside, while your financial situation can be a bit of a hot mess on the inside and how to navigate the journey. Guest: Christine Luken https://www.christineluken.com/ Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 83: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she talks with Carly Pepin, a human design specialist, about creating a life by design. Do you feel stuck? Stuck in your business... your relationships... stuck in your situation or circumstances... stuck in your head... stuck in overwhelm... just plain stuck? We also talk through personal money memories and financial infidelities... Guest: Carly Pepin https://www.carlypepin.com/ https://www.linkedin.com/in/carlypepin/ Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 82: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she talks with Ashleigh McFarlin Investment Advisor. Both Ashleigh and Jennifer share how Financial Planning is a lifelong process, designed to address long-term needs and goals. Both knowing your clients and understanding what their needs are today - and what they will be tomorrow - is the key to successful financial planning. Join us for the conversation as we also talk through personal money memories and financial infidelities... Guest: Ashleigh McFarlin, CFP®, AFC® https://www.linkedin.com/in/ashleigh-mcfarlin-cfp%C2%AE-afc%C2%AE-7b734410/ Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 81: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she talks with Brittany Cates. After starting as a teacher and struggling to ​switch careers, she finally took the leap. Brittany left ​teaching, built a ​portfolio, and gained corporate experience—​even through an unpaid internship. She now helps empower women to transform their careers that align with their true passions. Join us for the conversation as we also talk through personal money memories and financial infidelities... Guest: Brittany Cates Website: https://brittanycates.com/ Instagram: https://www.instagram.com/shiftyourdayjob/ Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 80: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she talks with Karaleigh Garrison Podcaster, Keynote Speaker, and Singer/Songwriter. Known as the “Multipassionate Mama,” she helps passionate entrepreneurs use all of their skills in one fulfilling, successful business. Karaleigh believes we serve clients better- and lead happier lives- when we allow our full selves to come to the table. You can find her two podcasts (Multipassionate Mama & Podcast Like A Mother) and her album (Seeking Sunshine) on your favorite streaming platforms. Join us for the conversation as we also talk through personal money memories and financial infidelities... Guest: Karaleigh Garrison https://karaleighgarrison.com/ Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 79: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she talks with Lev Revutsky. He has 25+ years of experience in the investment industry, a MS in Economics and Applied Mathematics from the University of Economics and Finance in St. Petersburg, Russia. Lev shares his views on risk assessment, risk analysis and risk management. Join us for the conversation as we also talk through personal money memories and financial infidelities... Guest: Lev Revutsky https://www.levrevutsky.com/ Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 78: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she talks with Terry Filipowicz, about her journey from newsroom to classroom. They also share money memories & personal financial infidelities... Guest: Terry Filipowicz https://www.linkedin.com/in/tfilipowicz/ Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 77: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she talks with Cosey Gibson, wealth advisor at Platinum Wealth Management. Listen in as we talk money memories & financial infidelities and share behind the scenes at Platinum Wealth Management... Guest: Cosey Gibson https://www.PlatinumWealth.net Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 76: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she talks with Rebecca Meyers, two-time award-winning acne expert, founder of Elements Skin Care & Acne Clinic and The Acne Coach, and creator of Clearology™ Skin Care. Rebecca shares her journey from healthy skin care to healthy financial care. Listen in as we talk money memories & financial infidelities... Guest: Rebecca Meyers https://www.theacnecoach.com/#about Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 75: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she talks with Ilyana Gutierrez Senior Intern at Platinum Wealth Management. Ilyana shares her perspective growing up as a GenZ Mexican-American woman in finance. Listen in as we talk money memories & financial infidelities... Guest: Ilyana Gutierrez https://www.platinumwealth.net/team/ilyana-gutierrez Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 74: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she talks with Christina Sommers about her journey, discovering how to love life again after leaving a financially toxic marriage with a drug addict. Christinia shares her personal money memories & financial infidelities as she was experiencing her heartbreak and how she came out the other side... Guest: Christina Sommers www.breathofrenewal.com Instagram https://www.instagram.com/breath_of_renewalFacebook https://www.facebook.com/christina.sommers.96 Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.