Podcast
Investor Mama
Hosted by Jen Narciso · EN
Welcome to The Investor Mama Podcast- money conversations with a mom’s touch. Your host Jen Narciso, interviews amazing guests each week to help educate, inspire, and motivate you on your own wealth-building journey. These episodes are geared towards moms. who want to learn ways to make, keep, and save money to create more time and financial freedom. Moms are those who have kids, struggling to have kids, have angel babies, are moms of other kids, and “moms” who choose not to have their own kids but may have little eyes watching them. Please subscribe to Investor Mama on the platform you are listening to and share with others who would benefit from these easy to listen to conversations.
30episodes
Episodes
Newest firstAll episodes
Episode #190 | Wealth Building for Busy Moms: Franchise Business Opportunities Explained | Maja Taylor, Career Ownership Coach with The Entrepreneur’s Source
Mar 500:24:34Tap to summarizeConnect with the Investor Mama Tribe Maja Taylor is a Career Ownership Coach with The Entrepreneur’s Source where she helps people explore opportunities outside of the traditional job market such as business ownership. She is passionate about positive transformations and continuous learning. She enjoys watching people experience “AHA” moments and live up to their full potential. For over 15 years, Maja has partnered with individuals to go through career, life and leadership transformations successfully by working through those tough questions together. She is a certified professional coach with a background in talent development and science education. She has worked for global organizations in Europe and the United States as a team leader, scientist, strategic HR professional, trainer, coach and mentor. Her primary focus is for her clients to reach higher levels of success and happiness by helping them turn challenges into opportunities and obstacles into growth. While Maja was born, and raised in Germany, she now lives outside of Philadelphia, Pennsylvania with her husband Dan and their 2 cats. They have 3 grown sons. Maja considers herself a world citizen, loves to go on outdoor excursions and global travel adventures with her family and friends. She has a passion for serving the highest purpose, loves languages and exploring diverse cultures as well as curling up with a good book. Life motto: Learn something new every day and expanding. Trust your process! Key Takeaways: 1.You’re Not Stuck in Corporate—Franchising Offers a Proven Exit Path After 30+ years in corporate with 9 bosses in 5 years, Maya discovered franchising as a way to build her own equity instead of someone else’s dream. The education-first approach helps you explore whether business ownership aligns with your goals before committing, with no sales pressure. 2. Budget Conservatively—Plan for at Least One Year of Working Capital The #1 reason businesses fail is lack of funding. Maya strongly recommends having 12 months of working capital (both personal and business budgets covered) because the first year is a builder year—you’re creating awareness and relationships, not generating immediate cash flow. 3. Bring Your Spouse/Support System Along the Journey Don’t make this decision in isolation. People who haven’t gone through the discovery process will give “good advice” that derails you (“get a steady job!”). Having your partner understand the opportunity and support you emotionally through tough days is critical—entrepreneurship is a team sport, and you need people in your corner who believe in your vision. Additional Resources and Help Support the Show Check out the Intern Strategy Course created by Christina from Smart Influencer Learn How to Make Extra Money with a Side Hustle or Get a High Paying Salary with Time Flexibility Episode #30:The #1 Side Hustle for the On the Go Busy Mom with Mike Yanda and Bobby Hoyt Episode #52: Millionaire by 31 and How to Start An ETSY Side Hustle Business with Julie Berninger from Gold City Ventures Check out Julia’s Sidehustle course to get started today The Legacy Binder to help you organize all of your estate documents and plans in case of an emergency Show Me How To Fix My Pelvic Floor from Tighten Your Tinkler Use Coupon Code: INVESTORMAMA to save $50 off this signature program High-income earner, needing an amazing accountant? Check out the TaxGoddess Connect with Maja Schedule a Call LinkedIn Facebook Instagram
Transcribe →189 | How to Make Up For Lost Time if You Haven’t Started “Financial Adulting” | Lori Atwood, CFP® and Founder of Fearless Finance
Feb 1300:23:34Tap to summarizeConnect with the Investor Mama Tribe Lori Atwood, CFP® is the founder of Fearless Finance, whose mission it is to bring money happiness to absolutely everyone. Lori founded Fearless Finance to provide fiduciary, hourly, virtual financial planning advice to people who felt expert financial advice was out of reach. No sales, no commissions, no minimums and no judgment. Lori started Atwood Financial Planning, LLC in 2016, and she has worked in finance for almost 25 years.he firm now operates under the brand Fearless Finance. Key Takeaways: The Five Steps to Financial Wellbeing: Spend less than you earn, maintain a rainy day fund ($2,000+), build 3-6 months emergency savings, save 15% for retirement, and manage or eliminate consumer debt—all rooted in that first critical step of living below your means. It’s Never Too Late to Start: If you’re in your 40s or 50s and behind on savings, focus on transparency and doing the math rather than avoiding the problem. Calculate your actual retirement needs, increase savings by cutting spending, and remember that financial prosperity isn’t about what you own—it’s about spending less than you earn. Plan for Aging Parents Early: Have honest conversations about your parents’ finances before crisis hits. Aging in place is typically the most affordable option, and families should explore all resources including Medicare, Medicaid, and shared family contributions rather than avoiding difficult discussions. Happiness is Your Best Financial Investment: Unhappiness leads to overspending as people try to “buy happiness.” Investing in what truly makes you content—whether that’s help with childcare, house cleaning, or leaving a toxic job—will save you money long-term by reducing emotional spending and improving decision-making. Additional Resources and Help Support the Show Check out the Intern Strategy Course created by Christina from Smart Influencer Learn How to Make Extra Money with a Side Hustle or Get a High Paying Salary with Time Flexibility Episode #30:The #1 Side Hustle for the On the Go Busy Mom with Mike Yanda and Bobby Hoyt Episode #52: Millionaire by 31 and How to Start An ETSY Side Hustle Business with Julie Berninger from Gold City Ventures Check out Julia’s Sidehustle course to get started today The Legacy Binder to help you organize all of your estate documents and plans in case of an emergency Show Me How To Fix My Pelvic Floor from Tighten Your Tinkler Use Coupon Code: INVESTORMAMA to save $50 off this signature program High-income earner, needing an amazing accountant? Check out the TaxGoddess Connect with Lori Fearless Finance Use Promo Code Investor Mama to get $50 off your first meeting. LinkedIn Instagram Facebook
Transcribe →188 | Stop Saying 'We Don't Talk About Money' - Financial Advisor and Mom, Abbe F. Large, Reveals How to Raise Money-Smart Kids
Jan 2201:00:25Tap to summarizeConnect with the Investor Mama Tribe Abbe F. Large, CLU®, CLTC, is a Managing Director at Lenox Advisors, a national wealth management and insurance advisory firm and a subsidiary of NFP, an Aon company. With more than 30 years of experience, she specializes in comprehensive financial planning, estate strategies, asset management, and corporate benefits design. Shaped by personal experience, Abbe brings an empathetic, relationship-driven approach to her work. She is a passionate advocate for financial literacy, particularly for women and families, and has been recognized by Forbes as a Top Financial Security Professional from 2022–2025. Key Takeaways: The “RUAH” Method – The 3 non-negotiables that created her close-knit, financially savvy family (Respect, Understanding, Appreciation) The Vacation Budget Hack – Why she handed her teenagers the family vacation budget and how it changed everything Never Pay Kids for Grades – The psychology behind why this backfires (and what to do instead) The Allowance Formula – How to teach saving, investing, spending, AND giving (not tied to chores!) The Phone Rule That Actually Works – Her no-nonsense approach to technology that doesn’t make you the “mean mom” The Bill-Paying Ritual – Why she makes her kids watch her pay bills (genius!) Additional Resources and Help Support the Show Check out the Intern Strategy Course created by Christina from Smart Influencer Learn How to Make Extra Money with a Side Hustle or Get a High Paying Salary with Time Flexibility Episode #30:The #1 Side Hustle for the On the Go Busy Mom with Mike Yanda and Bobby Hoyt Episode #52: Millionaire by 31 and How to Start An ETSY Side Hustle Business with Julie Berninger from Gold City Ventures Check out Julia’s Sidehustle course to get started today The Legacy Binder to help you organize all of your estate documents and plans in case of an emergency Show Me How To Fix My Pelvic Floor from Tighten Your Tinkler Use Coupon Code: INVESTORMAMA to save $50 off this signature program High-income earner, needing an amazing accountant? Check out the TaxGoddess Connect with Abbe https://www.lenoxadvisors.com/ LinkedIn Alarge@Lenox Advisors.com
Transcribe →Episode #187: From Bankruptcy to $100K- A Single Mom’s Raw Journey Through Financial Trauma and Breaking Generational Money Patterns with Emily
Jan 801:01:58Tap to summarizeConnect with the Investor Mama Tribe Additional Resources and Help Support the Show Check out the Intern Strategy Course created by Christina from Smart Influencer Learn How to Make Extra Money with a Side Hustle or Get a High Paying Salary with Time Flexibility Episode #30:The #1 Side Hustle for the On the Go Busy Mom with Mike Yanda and Bobby Hoyt Episode #52: Millionaire by 31 and How to Start An ETSY Side Hustle Business with Julie Berninger from Gold City Ventures Check out Julia’s Sidehustle course to get started today The Legacy Binder to help you organize all of your estate documents and plans in case of an emergency Show Me How To Fix My Pelvic Floor from Tighten Your Tinkler Use Coupon Code: INVESTORMAMA to save $50 off this signature program High-income earner, needing an amazing accountant? Check out the TaxGoddess Connect with Emily Send me an email to connect with Emily at jen@investormama.com
Transcribe →Happy Holidays Everyone!
Dec 2500:00:50Tap to summarizeResources and Help Support the Show Check out the Intern Strategy Course created by Christina from Smart Influencer Learn How to Make Extra Money with a Side Hustle or Get a High Paying Salary with Time Flexibility Episode #30:The #1 Side Hustle for the On the Go Busy Mom with Mike Yanda and Bobby Hoyt Episode #52: Millionaire by 31 and How to Start An ETSY Side Hustle Business with Julie Berninger from Gold City Ventures Check out Julia’s Sidehustle course to get started today The Legacy Binder to help you organize all of your estate documents and plans in case of an emergency Show Me How To Fix My Pelvic Floor from Tighten Your Tinkler Use Coupon Code: INVESTORMAMA to save $50 off this signature program High-income earner, needing an amazing accountant? Check out the TaxGoddess
Transcribe →186 | From Wall Street to Your First Home, Lynne Samone Mazin’s Playbook for Buying Real Estate in 2025
Dec 300:31:27Tap to summarizeConnect with the Investor Mama Tribe Lynne Samone Mazin is a luxury Real Estate Advisor with a distinguished background that includes a JD and an MBA from Cornell University. Lynne Samone specializes in luxury real estate, with a focus on New York City and the Hamptons. Lynne Samone’s expertise goes beyond traditional real estate. She enjoys an understanding of investment opportunities and has honed her negotiation skills to ensure her clients achieve success. Her reputation as a seasoned deal maker stems from her unique network of leaders in the real estate industry and her deep understanding of asset valuation, industry trends, economic conditions, and the regulatory environment. Lynne’s passionate dedication to her clients, combined with her in-depth market knowledge, empowers clients to achieve exceptional results. Beyond her real estate career, Lynne Samone is committed to creating a positive social impact. She actively supports organizations that uplift the greater New York City community, including Robin Hood, Lenox Hill Neighborhood House, Ghetto Film School, and Moving Mountains Theater Company. Additional Resources and Help Support the Show Check out the Intern Strategy Course created by Christina from Smart Influencer Learn How to Make Extra Money with a Side Hustle or Get a High Paying Salary with Time Flexibility Episode #30:The #1 Side Hustle for the On the Go Busy Mom with Mike Yanda and Bobby Hoyt Episode #52: Millionaire by 31 and How to Start An ETSY Side Hustle Business with Julie Berninger from Gold City Ventures Check out Julia’s Sidehustle course to get started today The Legacy Binder to help you organize all of your estate documents and plans in case of an emergency Show Me How To Fix My Pelvic Floor from Tighten Your Tinkler Use Coupon Code: INVESTORMAMA to save $50 off this signature program High-income earner, needing an amazing accountant? Check out the TaxGoddess Connect with Lynne Instagram LinkedIn Facebook Zillow
Transcribe →185 | Divorce Doesn’t Have to Break You: Expert Secrets to Reclaiming Your Power | Sharri Freedman, JD, CDC, Divorce and Relationship Coach
Nov 13Tap to summarizeConnect with the Investor Mama Tribe Sharri successfully litigated contentious custody and child support cases, as well as cases involving complex property and alimony issues. When settlement was possible, she helped clients amicably resolve their dispute out of court. But even when there was a “win”, no one really won. More often than not, the legal system could not address divorce & post divorce conflicts, leaving clients feeling more frustrated, hopeless and alone. And that is where her entrepreneurial journey as a divorce and relationship coach was born. Combining 30+ years of legal wisdom with strategy, nervous system regulation, mindset coaching, and subconscious trauma healing and energetics, Sharri empowers women to embrace the opportunity that the divorce experience delivers for growth and transformation.She guides and supports women in envisioning, and ultimately creating, a future filled with limitless possibility and freedom. Degrees/Certifications B.A. Newcomb College, Tulane University J.D. Washington College of Law, American University CDC® Certified Divorce Coach NIE Certified Practitioner Trainings Mediator Collaborative Divorce Professional DCA Pre-Mediation Divorce Coach® High Conflict Divorce/Co-Parent Coach with Bill Eddy The Better Apart Method Vision Integration Method ® Additional Resources and Help Support the Show Check out the Intern Strategy Course created by Christina from Smart Influencer Learn How to Make Extra Money with a Side Hustle or Get a High Paying Salary with Time Flexibility Episode #30:The #1 Side Hustle for the On the Go Busy Mom with Mike Yanda and Bobby Hoyt Episode #52: Millionaire by 31 and How to Start An ETSY Side Hustle Business with Julie Berninger from Gold City Ventures Check out Julia’s Sidehustle course to get started today The Legacy Binder to help you organize all of your estate documents and plans in case of an emergency Show Me How To Fix My Pelvic Floor from Tighten Your Tinkler Use Coupon Code: INVESTORMAMA to save $50 off this signature program High-income earner, needing an amazing accountant? Check out the TaxGoddess Episode #184: Redefining Prosperity -The Three Pillars and Tools Every Woman Needs to Build True Wealth and Freedom with Ruchi Pinniger, Founder/CEO of Watch Her Prosper® Connect with Sharri Potomaccoaching.com Instagram Facebook Facebook Support Group
Transcribe →184 | Redefining Prosperity -The Three Pillars and Tools Every Woman Needs to Build True Wealth and Freedom | Ruchi Pinniger, Founder/CEO of Watch Her Prosper®
Oct 3000:46:49Tap to summarizeConnect with the Investor Mama Tribe Ruchi, like Gucci) created Watch Her Prosper more than a decade ago after a highly successful career as an executive on Wall Street. Her passion for helping other high achieving women get confident and comfortable with their numbers combined with her innate belief that prosperity encompasses so much more than money has created a unique and much needed space in the marketplace for Watch Her Prosper. Watch Her Prosper is a woman founded and run business that cares about meeting women where they are while helping them succeed. Ruchi continues to thoughtfully change the businesses and lives of women like you! Additional Resources and Help Support the Show Check out the Intern Strategy Course created by Christina from Smart Influencer Learn How to Make Extra Money with a Side Hustle or Get a High Paying Salary with Time Flexibility Episode #30:The #1 Side Hustle for the On the Go Busy Mom with Mike Yanda and Bobby Hoyt Episode #52: Millionaire by 31 and How to Start An ETSY Side Hustle Business with Julie Berninger from Gold City Ventures Check out Julia’s Sidehustle course to get started today The Legacy Binder to help you organize all of your estate documents and plans in case of an emergency Show Me How To Fix My Pelvic Floor from Tighten Your Tinkler Use Coupon Code: INVESTORMAMA to save $50 off this signature program High-income earner, needing an amazing accountant? Check out the TaxGoddess Connect with Ruchi Watch Her Prosper® Complimentary Redefining Prosperity Workbook Instagram Facebook LinkedIn
Transcribe →183 | Becoming an Innovation Engine - How to Excel at Work and Still Be the Mom You Want to Be | Lisa L. Levy, Lcubed Consulting
Oct 900:20:51Tap to summarizeConnect with the Investor Mama Tribe Lisa L. Levy, Founder & CEO of Lcubed Consulting, is the go-to expert for founders who want to escape day-to-day operations without their companies falling apart. She helps $15M+ founders transform from reactive firefighters into strategic leaders by building self-reliant executive teams. She builds founders out of the equation by design—not by accident. Author of the #1 best-selling book Future Proofing Cubed, Lisa’s proprietary Adaptive Transformation Framework boosts productivity by 40% while reducing operational bottlenecks by 65%. While most consultants trap clients in endless dependency cycles, Lisa’s battle-tested Adaptive Transformation approach delivers actual freedom. Lisa is on a mission to transfer her expertise directly to leadership teams, creating businesses that thrive without founders’ constant involvement. Additional Resources and Help Support the Show Check out the Intern Strategy Course created by Christina from Smart Influencer Learn How to Make Extra Money with a Side Hustle or Get a High Paying Salary with Time Flexibility Episode #30:The #1 Side Hustle for the On the Go Busy Mom with Mike Yanda and Bobby Hoyt Episode #52: Millionaire by 31 and How to Start An ETSY Side Hustle Business with Julie Berninger from Gold City Ventures Check out Julia’s Sidehustle course to get started today The Legacy Binder to help you organize all of your estate documents and plans in case of an emergency Show Me How To Fix My Pelvic Floor from Tighten Your Tinkler Use Coupon Code: INVESTORMAMA to save $50 off this signature program High-income earner, needing an amazing accountant? Check out the TaxGoddess Connect with Lisa Lisallevy.com LinkedIn YouTube
Transcribe →182 | From Zero to Nine Properties- How Mom of Four & Top Real Estate Agent, Gina Shumway, Built Her Real Estate Empire
Sep 1900:45:03Tap to summarizeConnect with the Investor Mama Tribe Before stepping into the world of real estate, Gina Shumway built a career as a nurse practitioner—an experience that sharpened her ability to listen, lead, and thrive under pressure. Today, she brings that same focus and heart to her work as the founder of a thriving investment business and as the owner of T&G Homes. She’s also recognized as a Top 300 Real Producer. Gina’s real estate expertise spans investments from single family to large multifamily, land development, and new construction. As an active investor herself, she brings real-world knowledge and proven strategies to help everyone from first-time buyers to seasoned investors succeed. Known for her hands-on approach and deep market insight, Gina is passionate about helping clients build wealth through real estate. Whether she’s guiding someone through their first property purchase or leading a complex development deal, she’s a trusted advisor who knows how to deliver results. Gina is gregarious, driven, and thrives on a challenge. She resides in Chattanooga, Tennessee with her husband, four children, and two dogs. She loves working out, hiking, playing games, and cheering for her kids at sporting events. She is an avid reader, sings when no one is listening, and believes jamming out to music in the car is good for the soul. Additional Resources and Help Support the Show Check out the Intern Strategy Course created by Christina from Smart Influencer Learn How to Make Extra Money with a Side Hustle or Get a High Paying Salary with Time Flexibility Episode #30:The #1 Side Hustle for the On the Go Busy Mom with Mike Yanda and Bobby Hoyt Episode #52: Millionaire by 31 and How to Start An ETSY Side Hustle Business with Julie Berninger from Gold City Ventures Check out Julia’s Sidehustle course to get started today The Legacy Binder to help you organize all of your estate documents and plans in case of an emergency Show Me How To Fix My Pelvic Floor from Tighten Your Tinkler Use Coupon Code: INVESTORMAMA to save $50 off this signature program High-income earner, needing an amazing accountant? Check out the TaxGoddess Connect with Gina Homepage Instagram Office #: 423-664-1600
Transcribe →