LeadershipNOW‪™‬ Tom Mathews

In this engaging episode of LeadershipNow, Marico Walker hosts Candy Martin, a seasoned tax professional transitioning to a strategic financial educator. Candy shares her journey from handling taxes in Slidell, Louisiana, to empowering her clients with financial knowledge. She discusses the challenges her clients faced with understanding tax documents and the lack of personalized financial advice available to them. Discover how Candy's collaboration with WealthWave offers a tailored approach to financial education, aiming to eradicate financial illiteracy and create lasting legacies within her community.

Join WealthWave leader Christa Mathews and Wendy Boyd, Senior Vice President and Head of Life Distribution for Transamerica, as they shares valuable insights on financial literacy and personal finance, particularly for the next generation of Gen Z and Millennials. In this episode, Wendy discusses the importance of starting early, the power of compound interest, and the value of understanding various financial products. Through engaging anecdotes and practical advice, she highlights the significance of financial education and making informed decisions to secure a stable financial future. Tune in to learn how to avoid common financial pitfalls and empower yourself with the knowledge to navigate the complexities of money management.

In this LeadershipNOW episode, James Schwartz shares his inspiring journey of breaking the million-dollar mark in annual cash flow. James discusses the pivotal moments, mindset shifts, and strategic decisions that catalyzed his extraordinary financial success. James describes the challenges of overcoming career plateaus and how aligning with WealthWave's vision propelled him to success.

In this episode of LeadershipNOW, we sit down with Mernie Mendoza, a Senior Marketing Director at WealthWave, during the 1 Decision convention in Dallas. Mernie shares her unexpected transition from aspiring pre-med student to financial services, a change sparked by her mother's career shift. She discusses the challenges of entering the financial industry at a young age and the insights gained from embracing entrepreneurship over traditional employment. Mernie also addresses the unique challenges women face in the financial sector and offers advice to female entrepreneurs. Tune in to hear how understanding money management has shaped Mernie’s career and enabled her to impact the financial futures of countless families.

In this inspiring episode, we sit down with Kim Scouller, co-author of HowMoneyWorks for Women, and Dawn Behnke, Executive Vice President Consumer Markets at Pacific Life, celebrating Women's History Month and explore her remarkable journey in the financial services industry. With over 35 years of experience, Dawn shares her unique, non-traditional path to leadership, highlighting the pivotal roles of mentorship, resilience, and embracing opportunities in shaping her career. She passionately advocates for financial services as a powerful career choice for women, emphasizing the diverse roles available and the profound impact one can have on communities and individual lives. Dawn also addresses the challenges and opportunities for women in the corporate world, from navigating the gender pay gap to the importance of financial literacy and work-life balance. This episode is a must-listen for anyone looking to be inspired by a story of growth, leadership, and the enduring power of making a difference.

In this episode of LeadershipNOW, Tom Mathews and Xuan Nguyen explore Xuan's journey from Vietnam to leading a financial literacy crusade, highlighting the transformative power of education, perseverance, and a purpose-driven approach in the financial industry. They discuss the shift towards holistic financial understanding over mere product sales and the role of technology in fostering connections and empowering the next generation of leaders. This conversation serves as a testament to Xuan's impactful legacy, underscoring the importance of financial education and the potential for lasting change within the industry.