Episodi

  • Scaling a Real Estate Portfolio That Doesn’t Rely on You With Sonaya Williams

    Scaling a Real Estate Portfolio That Doesn’t Rely on You With Sonaya Williams
    Feb 20 2026

    EPISODE 577: Many women real estate investors have built solid portfolios, but behind the scenes, you’re still doing everything yourself, from researching the property and negotiating the deal to leading renovations, managing the refi or sale, and starting all over again as if this were your full-time job.

    The time freedom you once wanted never seems to arrive, and instead of things getting easier, the harder you work, the harder you have to work just to maintain progress. The problem is not a lack of hustle. It is a lack of systems, delegation, and leadership structures that actually support growth and buy back your time.

    In this episode, Liz Faircloth and Andresa Guidelli are joined by Sonaya Williams, founder of The CEO Partner®, known for building businesses that operate beyond the founder. Drawing from her lived experience designing scalable operations, Sonaya breaks down how to simplify systems, document in real time, and build trust with teams and collaborators. You’ll walk away with a clearer framework for creating a portfolio that grows sustainably—without requiring your constant involvement in every decision or detail.

    What to listen for:

    • Where unnecessary complexity enters real estate businesses, and how simple automations, playbooks, and systems restore consistency and ease. (03:27)
    • Why high-performing operators focus on outcomes over tasks, and how documenting as you grow creates lasting leverage. (06:57)
    • How to build trust in yourself, your team, and your partners so your time is spent on leadership, not daily execution. (11:22)
    • How debriefing becomes a leadership tool for processing transitions, extracting lessons, and strengthening systems over time. (14:36)

    About Sonaya:

    I’m Sonaya Williams, Fractional COO, business systems strategist, and founder of The CEO Partner®, a digital management agency that helps entrepreneurs streamline operations and scale sustainably. With over 14 years of experience, I specialize in creating systems that automate repeatable work, empower teams, and reclaim time for business owners who want to do less, better.

    Before starting my agency, I worked as a Senior Financial Systems Analyst at TD Ameritrade and E*TRADE, designing brokerage cash management systems. I transitioned from corporate life to entrepreneurship, replacing my six-figure salary within nine months. I’m passionate about helping CEOs build profitable, efficient businesses that support balanced, fulfilling lives.

    My signature framework, Streamline & Scale with Systems™, has guided hundreds of entrepreneurs to increase profit, reduce overwhelm, and create reliable revenue streams. I enjoy speaking about business systems, digital innovation, and female entrepreneurship, inspiring audiences to work smarter and grow faster.

    Connect with Sonaya:

    • Website: https://team@theceopartner.com/

    ***

    InvestHER® Community

    Achieve Financial Freedom: Build a Life on Your Terms with a Community of Driven Women Investors

    InvestHER Assessment: Take this 5-minute quiz to determine where you are in your investment journey and receive a custom roadmap with practical steps you can start taking today. Start here: https://d90bdsg67z0.typeform.com/to/LQEgbB3M

    Live Trainings: You don’t need to know all the steps to take the next step. During our virtual events, we focus on the 3-Step InvestHER Formula, giving you the must-know insights so you can take action with confidence. Register here: https://therealestateinvesther.com/trainings

    InvestHER CON: The #1 premier conference for women in real estate. It’s time to invest intentionally so every decision you make builds cash flow and buys back your time. Register now! https://investhercon.therealestateinvesther.com/

    STRIVE Mentorship Program: The Support System for Women Real Estate Investors. You’ve proven you can grow on your own. Now choose who you’ll achieve financial freedom with and build life on your own terms. Apply here » https://mentorship.therealestateinvesther.com/

    Need help? Submit a support ticket here:

    https://share.hsforms.com/1eH2kI0p2QFat8rsY6FcFdQdi2j2

    See you in the arena!

    Liz + Andresa
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    25 min
  • Business Partnerships: How Different Strengths Create Better Results

    Business Partnerships: How Different Strengths Create Better Results
    Feb 13 2026
    EPISODE 576: One of the most common breakdowns in business partnerships happens when two people are operating from different strengths without realizing it. Visionaries and integrators approach ideas, decisions, and execution in fundamentally different ways. When those differences are not understood or structured, they often turn into frustration, miscommunication, and resentment instead of momentum.In this episode, Liz Faircloth and Andresa Guidelli unpack how the Rocket Fuel concept, from the book Rocket Fuel by Gino Wickman and Mark C. Winters, became a turning point in their partnership. They share how identifying and honoring visionary and integrator roles allowed them to intentionally design how they work together, rather than personalizing differences or fighting against them.Drawing from their lived experience as business partners, they walk through how role clarity reduces friction, strengthens decision-making, and allows each person to operate fully within their strengths. You will walk away with practical tools to identify your own role, evaluate potential partners, and build a partnership structure that supports long-term growth instead of testing it.What to listen for:How the Rocket Fuel framework helped Liz and Andresa design a partnership that honors their differences while eliminating tension, friction, and burnout. (01:06)Why identifying your role first is the foundation of a successful partnership, and how choosing partners based on complementary strengths creates stability instead of strain. (01:39)A simple way to recognize whether you naturally operate as a visionary or an integrator, and how that clarity transforms the way you collaborate and lead. (04:50)How to intentionally leverage contrasting work styles as a strategic advantage, allowing both partners to feel supported while building a business that scales sustainably. (07:47)The “Front Stage” versus “Back Stage” framework Liz and Andresa use to evaluate ideas, clarify ownership, and make aligned decisions without overstepping. (12:30)Want to learn more about partnerships?We are hosting an in-person Partnerships Pop Up in NYC for real estate investors who want a clear, repeatable framework to evaluate, structure, and strengthen partnerships as they grow their portfolio.This event is ideal for you if:You are considering partnerships for the first time and want clarity before committingYou are already in a partnership and want cleaner roles and decision-makingYou are both business and life partners, and want to protect your relationship while building togetherWe are also honored to collaborate with Kass and Mike Lazerow. They are business and life partners who navigated the dot-com crash, bankruptcy, and the $745 million sale of Buddy Media to Salesforce, all while raising three kids and supporting founders as investors and advisors.In this candid conversation, they will share the operating rules that protect trust under pressure, including how they handle disagreements, set boundaries between work and life, and stay aligned through intense growth seasons.This is an interactive experience (especially powerful if both partners attend) where you will leave with clarity and practical frameworks you can apply immediately to build a lasting partnership.February 27th, 2026 From 1 to 6 pm ESTJoin here: https://therealestateinvesther.com/investher-popup-nyc***InvestHER® CommunityAchieve Financial Freedom: Build a Life on Your Terms with a Community of Driven Women InvestorsInvestHER Assessment: Take this 5-minute quiz to determine where you are in your investment journey and receive a custom roadmap with practical steps you can start taking today. Start here: https://d90bdsg67z0.typeform.com/to/LQEgbB3M Live Trainings: You don’t need to know all the steps to take the next step. During our virtual events, we focus on the 3-Step InvestHER Formula, giving you the must-know insights so you can take action with confidence. Register here: https://therealestateinvesther.com/trainings InvestHER CON: The #1 premier conference for women in real estate. It’s time to invest intentionally so every decision you make builds cash flow and buys back your time. Register now! https://investhercon.therealestateinvesther.com/ **STRIVE Mentorship Program:** The Support System for Women Real Estate Investors. You’ve proven you can grow on your own. Now choose who you’ll achieve financial freedom with and build life on your own terms. Apply here » https://mentorship.therealestateinvesther.com/ Need help? Submit a support ticket here:https://share.hsforms.com/1eH2kI0p2QFat8rsY6FcFdQdi2j2 See you in the arena!Liz + Andresa
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    21 min
  • How We Kept Our Business Partnership Strong for 10 Years

    How We Kept Our Business Partnership Strong for 10 Years
    Feb 6 2026
    EPISODE 575: Business partnerships don’t usually break because of a lack of hard work. They fail because growth exposes cracks that were never addressed early on. When roles are unclear, decisions become reactive, and communication breaks down, even the strongest partnerships can fall apart. Most partners were never taught how to intentionally design a partnership that can evolve as the business grows. In this episode, Liz Faircloth and Andresa Guidelli break down what actually sustains a successful long-term business partnership.Drawing on their experience as co-founders and years of working with other high-level partners, they explore how to leverage differences rather than resist them, how to create alignment before conflict arises, and how intentional relationship-building supports better business outcomes. You’ll walk away with a clearer framework for structuring communication, navigating visionary–integrator dynamics, and building a partnership that grows strength, trust, and capacity over time.What to listen for:Shared vision and chemistry are only the starting point; clearly defined roles and differences can become a strategic advantage rather than a source of friction. (01:34)How visionaries can prioritize ideas with clarity, navigate integrator pushback productively, and create forward momentum without power struggles. (04:07)How building the relationship before formalizing the partnership creates stronger alignment around values, work ethic, and expectations, reducing friction later. (07:54)Using recurring strategic meetings to create business alignment, relational health, and personal growth, and how to address challenges to move shared goals forward. (11:40)Why partnerships can only grow as much as the people in them, and how personal development supports healthier decision-making, communication, and long-term sustainability. (17:30)Want to learn more about partnerships?We are hosting an in-person Partnerships Pop Up in NYC for real estate investors who want a clear, repeatable framework to evaluate, structure, and strengthen partnerships as they grow their portfolio.This event is ideal for you if:You are considering partnerships for the first time and want clarity before committingYou are already in a partnership and want cleaner roles and decision-makingYou are both business and life partners, and want to protect your relationship while building togetherWe are also honored to collaborate with Kass and Mike Lazerow. They are business and life partners who navigated the dot-com crash, bankruptcy, and the $745 million sale of Buddy Media to Salesforce, all while raising three kids and supporting founders as investors and advisors.In this candid conversation, they will share the operating rules that protect trust under pressure, including how they handle disagreements, set boundaries between work and life, and stay aligned through intense growth seasons.This is an interactive experience (especially powerful if both partners attend) where you will leave with clarity and practical frameworks you can apply immediately to build a lasting partnership.February 27th, 2026 From 1 to 6 pm ESTJoin here: https://therealestateinvesther.com/investher-popup-nyc ***InvestHER® CommunityAchieve Financial Freedom: Build a Life on Your Terms with a Community of Driven Women InvestorsInvestHER Assessment: Take this 5-minute quiz to determine where you are in your investment journey and receive a custom roadmap with practical steps you can start taking today. Start here: https://d90bdsg67z0.typeform.com/to/LQEgbB3MLive Trainings: You don’t need to know all the steps to take the next step. During our virtual events, we focus on the 3-Step InvestHER Formula, giving you the must-know insights so you can take action with confidence. Register here: https://therealestateinvesther.com/trainingsInvestHER CON: The #1 premier conference for women in real estate. It’s time to invest intentionally so every decision you make builds cash flow and buys back your time. Register now! https://investhercon.therealestateinvesther.com/STRIVE Mentorship Program: The Support System for Women Real Estate Investors. You’ve proven you can grow on your own. Now choose who you’ll achieve financial freedom with and build life on your own terms. Apply here » https://mentorship.therealestateinvesther.com/Need help? Submit a support ticket here:https://share.hsforms.com/1eH2kI0p2QFat8rsY6FcFdQdi2j2See you in the arena!Liz + Andresa
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    28 min
  • Private Lenders or Equity Partners? What Most Investors Get Wrong With Amanda Cruise

    Private Lenders or Equity Partners? What Most Investors Get Wrong With Amanda Cruise
    Jan 30 2026

    EPISODE 574: Choosing between private lenders and equity partners is one of the most consequential decisions real estate investors face, yet the industry offers little structural guidance for navigating it. Financing conversations are often shaped by deal type, market conditions, or precedent rather than by a clear framework that accounts for long-term growth, cash flow sustainability, and risk alignment, leaving even experienced investors to manage unnecessary complexity.

    In this episode, Liz Faircloth sits down with Amanda Cruise of Voyage Investing to bring clarity to how financing decisions can be structured with greater intention. Drawing on her hands-on experience across private lending and equity partnerships, Amanda breaks down when private lenders create strategic leverage, when equity partners provide stability, and how to structure each responsibly. Through a real-world case study, you’ll gain practical insight into conservative underwriting, capital stack design, and investor relationship management, so your financing structure supports your business as it scales, rather than limiting it.

    What to listen for:

    • How to determine whether syndication truly supports your project’s goals, or if a simpler structure would better serve both you and your investors. (02:56)

    • Understanding when private money lending is the right tool for your deal, and how to structure it to support predictable cash flow and operational sustainability. (09:18)

    • How to position yourself financially with reserves and contingency plans so you can navigate challenges confidently while honoring your commitments to lenders. (18:30)

    • The strategic trade-offs between private lending and equity partnerships, which asset types are best suited for each, and how to structure relationships that are clear, professional, and durable. (22:38)

    The questions explored in this episode are the same ones investors are unpacking in the hallways and breakout rooms at the Best Ever Conference — an event built around real deals, real operators, and real capital decisions.

    Best Ever Conference takes place February 18–20, 2026, in Salt Lake City, Utah, bringing together active and passive commercial real estate investors for three days focused on education, connection, and deal-making — without sales pitches.

    What sets this room apart:

    • 95% of attendees have closed at least one commercial real estate deal in the past nine months
    • In-depth discussions on multifamily and emerging asset classes
    • Access to off-market opportunities and experienced operators

    If you’re thinking about capital strategy, partnerships, or how to scale your portfolio intentionally, this conference is where those conversations move from theory to action.

    CLICK HERE: https://www.besteverconference.com/

    And use the code INVESTHER10 for 10% off tickets

    About Amanda Cruise:

    Amanda Cruise is the founder of Voyage Investing. She turns overlooked properties into opportunities — from mobile home parks to land projects to industrial real estate. She also co-hosts the Best Ever Commercial Real Estate Podcast each Wednesday. Based near Raleigh, NC, Amanda runs her business with her husband, Jonathan, while raising two adventurous kids and always looking for the next great opportunity.

    Connect with Amanda:

    • Website: https://voyageinvesting.com/
    • Instagram: @investingwithamanda

    ***

    InvestHER Assessment: 5-minutes to determine where you are in your investment journey. Get a custom roadmap with practical steps: https://d90bdsg67z0.typeform.com/to/LQEgbB3M

    Live Trainings: The 3-Step InvestHER Formula, providing must-know insights for confident action: https://therealestateinvesther.com/trainings

    InvestHER CON: The #1 premier conference for women in real estate. Invest intentionally, build cash flow, and buy back your time: https://investhercon.therealestateinvesther.com

    STRIVE Mentorship Program: Build financial freedom: https://mentorship.therealestateinvesther.com

    Get support: https://share.hsforms.com/1eH2kI0p2QFat8rsY6FcFdQdi2j2
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    38 min
  • A Women’s Guide to International Real Estate With Makeda Smith

    A Women’s Guide to International Real Estate With Makeda Smith
    Jan 23 2026
    EPISODE 573: International real estate investing often feels inaccessible for women investors, shaped by persistent myths that it’s only for the ultra-wealthy, legally risky, or too complex to manage from the U.S. Many are interested in diversifying globally but stall because the available information is fragmented, overly technical, or rooted in fear rather than practical guidance, keeping international investing as a nice idea instead of a clear path to growth.In this episode, Andresa Guidelli sits down with Makeda Smith of Savvy Chicks in Real Estate® to break down what international real estate investing actually looks like in practice. Drawing on her lived experience and on-the-ground expertise, Makeda explains how to evaluate emerging markets, vet foreign developers, navigate short-term rental laws, and assess property values and tax considerations as a U.S. investor. You’ll walk away with a practical framework for determining if international investing fits your goals and the confidence to evaluate opportunities beyond your local market.What to listen for:The scale of the $326 trillion global real estate market, why women investors can’t afford to ignore it, and the key legal restrictions to know before buying property abroad. (02:45)How Makeda builds and vets relationships with reputable developers, the red flags she watches for, and how to protect yourself from money-laundering schemes. (10:48)What the true entry point looks like for international real estate investing, and how to structure your upfront capital for flexibility and leverage in contractor payments. (14:02)How to navigate international banking, financing, and tax considerations as a U.S. investor, and why the right accountant can save you from costly mistakes. (15:06)About Makeda:Makeda Smith is an international real estate broker, prophetic business strategist, and the CEO of Savvy Chicks in Real Estate®, a global real estate movement helping women and investors build wealth in multiple countries and currencies without a license, burnout, or spiritual compromise.Her personal story—rising from teenage motherhood to global influence— offers a vulnerable and powerful look at what it means to lead, scale, and remember who you are when the world tries to make you forget.She is a global real estate strategist, speaker, and author of Remember Who You Are. She leads a movement helping women build faith-based wealth through international real estate and prophetic strategy. She’s helped hundreds earn across borders, break generational cycles, and heal from burnout in the process.Connect with Makeda:Website: http://www.savvychicksinrealestate.com/ Facebook: http://www.facebook.com/makedasmithglobal Instagram: http://www.instagram.com/makedasmithglobal ***InvestHER® CommunityAchieve Financial Freedom: Build a Life on Your Terms with a Community of Driven Women InvestorsInvestHER Assessment: Take this 5-minute quiz to determine where you are in your investment journey and receive a custom roadmap with practical steps you can start taking today. Start here: https://d90bdsg67z0.typeform.com/to/LQEgbB3MLive Trainings: You don’t need to know all the steps to take the next step. During our virtual events, we focus on the 3-Step InvestHER Formula, giving you the must-know insights so you can take action with confidence. Register here: https://therealestateinvesther.com/trainingsInvestHER CON: The #1 premier conference for women in real estate. It’s time to invest intentionally so every decision you make builds cash flow and buys back your time. Register now! https://investhercon.therealestateinvesther.com/STRIVE Mentorship Program: The Support System for Women Real Estate Investors. You’ve proven you can grow on your own. Now choose who you’ll achieve financial freedom with and build life on your own terms. Apply here » https://mentorship.therealestateinvesther.com/Need help? Submit a support ticket here:https://share.hsforms.com/1eH2kI0p2QFat8rsY6FcFdQdi2j2See you in the arena!Liz + Andresa
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    25 min
  • How Your Nervous System Shapes Your Success With Angelica Ventrice

    How Your Nervous System Shapes Your Success With Angelica Ventrice
    Jan 16 2026
    EPISODE 572: Nervous system dysregulation is a hidden growth blocker for many driven women investors. You have the right strategy, strong systems, and a capable team, so why do you still feel stuck, exhausted, or like you’re constantly pushing to keep up? In this episode, Liz Faircloth and Andresa Guidelli sit down with Angelica Ventrici to break down how the nervous system directly impacts leadership, focus, and sustainable growth. Drawing from her work with high-performing women, Angelica explains how dysregulation shows up, why chronic stress becomes normalized, and what changes when rest and regulation become part of your business strategy. You’ll walk away with a clearer understanding of how to work with your nervous system so growth no longer requires constant overdrive.What to listen for:Why your nervous system is the real operating system behind your business, and how its state determines your results more than your strategy. (00:55)The subtle, everyday signs your nervous system is dysregulated and quietly influencing your decisions, profitability, and mental and physical health. (04:53)How early conditioning shapes an identity where success feels tied to worth or safety, and why many women confuse chronic stress with ambition. (07:05)How mentorship and small, consistent habits help rewire your relationship to work, and why rest must be integrated into your business strategy, not added after burnout. (10:30)How regulating your nervous system allows you to create more impact with less force, proving that sustainable success doesn’t require operating at 150%. (18:58)About Angelica Ventrice:Angelica is a 7-figure High-Performance Health & Business Mentor and Founder of The Aligned Method. She’s helped over 900 women align their health, wealth, and purpose through intuitive coaching and mindset mastery. Her work aligns beautifully with your podcast’s mission to help women curate their lives by design and feel amazing while doing it.Check out Angelica’s presentation at InvestHER CON 2026June 14-16th, 2026 / Scottsdale, AZHow Your Health Drives (or Drains) Your ProfitHigh performing women real estate investors excel at figuring things out and getting things done, yet many operate in a normalized state of stress that quietly limits their growth. In this session, Angelica Ventrice reveals her High Performance D.N.A.™ method so you can dismantle limiting beliefs, recalibrate your nervous system, and ensure your body and lifestyle fuel your business instead of draining it. You will leave with a practical blueprint to grow your business, protect your energy, and create a life that feels aligned from the inside out. https://investhercon.therealestateinvesther.com/ Connect with Angelica:Website: https://angelicaventrice.com/ Facebook: https://www.facebook.com/angelica.ventrice.5 Instagram: https://www.instagram.com/theangelicaventrice/ ***InvestHER® CommunityAchieve Financial Freedom: Build a Life on Your Terms with a Community of Driven Women InvestorsInvestHER Assessment: Take this 5-minute quiz to determine where you are in your investment journey and receive a custom roadmap with practical steps you can start taking today. Start here: https://d90bdsg67z0.typeform.com/to/LQEgbB3M Live Trainings: You don’t need to know all the steps to take the next step. During our virtual events, we focus on the 3-Step InvestHER Formula, giving you the must-know insights so you can take action with confidence. Register here: https://therealestateinvesther.com/trainings InvestHER CON: The #1 premier conference for women in real estate. It’s time to invest intentionally so every decision you make builds cash flow and buys back your time. Register now! https://investhercon.therealestateinvesther.com/ STRIVE Mentorship Program: The Support System for Women Real Estate Investors. You’ve proven you can grow on your own. Now choose who you’ll achieve financial freedom with and build life on your own terms. Apply here » https://mentorship.therealestateinvesther.com/ Need help? Submit a support ticket here:https://share.hsforms.com/1eH2kI0p2QFat8rsY6FcFdQdi2j2 See you in the arena!Liz + Andresa
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    31 min
  • Private Money Lending 101: How to Raise or Lend Safely With Lauren Brychell

    Private Money Lending 101: How to Raise or Lend Safely With Lauren Brychell
    Jan 9 2026

    EPISODE 571: Real estate investors often believe that landing a great deal is all it takes to secure private money. The truth is, most investors lack a clear framework for effectively raising private capital.

    In this episode, Lauren Brychell, a seasoned capital raiser who has raised over $75 million, breaks down what actually gets deals funded. Lauren explains why relationships matter more than the deal itself, how to shift from asking for money to presenting opportunities, and what belongs in a pitch deck that investors can evaluate in minutes. You’ll learn how to prepare months in advance, avoid red flags that turn investors away, communicate risk with confidence, and design a pitch deck that leads to deeper conversations and faster funding. This episode provides a clear framework for approaching private money with professionalism, clarity, and a long-term strategy rather than last-minute panic.

    What to listen for:

    • How to reframe the ask for capital from feeling like a burden to confidently offering an opportunity you’ve done the work to stand behind. (04:26)
    • Why waiting until the last minute to raise money costs you deals, and how to start building investor relationships now so funding is available when you need it. (07:25)
    • How Lauren evaluates whether a deal is worth funding in five minutes or less, and why the structure, clarity, and presentation of your pitch deck make or break investor confidence. (11:01)
    • The real differences between how introverts and extroverts raise capital, and how to use your natural style to build trust and increase profitability. (18:38)
    • Why nurturing relationships with existing private money lenders is one of the fastest ways to raise capital, secure repeat funding, and generate investor referrals. (22:20)


    About Lauren Brychell:

    Lauren Brychell is the founder of Equity Elevated Consulting and a seasoned expert in capital raising and commercial real estate investing. With a proven track record of successfully raising over $75 million for diverse real estate ventures, Lauren excels in building strategic partnerships, expanding investor networks, and creating robust fundraising ecosystems. Her passion lies in driving growth and success for firms by leveraging her extensive experience and dedication to fostering meaningful investor relationships.

    Connect with Lauren:

    • Website: https://equity-elevated.com/
    • Facebook: https://www.facebook.com/equityelevatedconsulting
    • Instagram: https://www.instagram.com/equityelevated/


    ***


    InvestHER® Community

    Achieve Financial Freedom: Build a Life on Your Terms with a Community of Driven Women Investors

    InvestHER Assessment: Take this 5-minute quiz to determine where you are in your investment journey and receive a custom roadmap with practical steps you can start taking today. Start here: https://d90bdsg67z0.typeform.com/to/LQEgbB3M

    Live Trainings: You don’t need to know all the steps to take the next step. During our virtual events, we focus on the 3-Step InvestHER Formula, giving you the must-know insights so you can take action with confidence. Register here: https://therealestateinvesther.com/trainings

    InvestHER CON: The #1 premier conference for women in real estate. It’s time to invest intentionally so every decision you make builds cash flow and buys back your time. Register now! https://investhercon.therealestateinvesther.com/

    STRIVE Mentorship Program: The Support System for Women Real Estate Investors. You’ve proven you can grow on your own. Now choose who you’ll achieve financial freedom with and build life on your own terms. Apply here » https://mentorship.therealestateinvesther.com/

    Need help? Submit a support ticket here:

    https://share.hsforms.com/1eH2kI0p2QFat8rsY6FcFdQdi2j2

    See you in the arena!

    Liz + Andresa
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    28 min
  • Why Life Transitions Matter to Long-Term Financial Success With Lacy Garcia

    Why Life Transitions Matter to Long-Term Financial Success With Lacy Garcia
    Jan 2 2026

    EPISODE 570: Major life transitions such as divorce, caregiving, motherhood, and career pivots do not just disrupt routines. They instantly shift women’s financial reality. Yet traditional financial planning is rarely designed to account for emotional impact, leaving women without the clarity and support they need during moments of change.

    In this episode, Andresa Guidelli sits down with Lacy Garcia, CEO and founder of Willow and a former wealth manager, to break down why financial planning must evolve with your life and what it takes to protect your financial wellness when everything feels uncertain. You will walk away with a clear, actionable framework to make grounded, empowered money decisions in every season of life.

    What to listen for:

    • Why the financial services industry wasn’t built for women stepping into wealth, and how to find a financial advisor who understands women’s financial planning. (1:00)
    • What true financial empowerment looks like for women: advisors who lead with empathy, education, and strategy so you can stay in control no matter what changes. (05:41)
    • Why every woman needs to approach her finances as if she’s single. Not from fear, but from self-leadership, autonomy, and long-term financial security. (09:01)
    • Lacy’s 5 A’s transition framework that helps women establish financial clarity, confidence, and control before and during periods of upheaval and uncertainty. (11:35)
    • How to navigate financial conversations with a spouse from a place of strength to create collaboration instead of conflict, and outcomes that work for you both. (18:54)

    

    About Lacy Garcia:

    Lacy Garcia is the Founder & CEO of Willow, a fintech platform redefining financial wellness for women and underserved communities through life’s biggest transitions. A former private wealth manager, she left traditional finance to build a more inclusive, relationship-driven model that addresses both the emotional and financial sides of money. Today, she is a leading voice on women’s financial empowerment, workplace wellness, and building fintech solutions that put people, not just portfolios, first.

    Learn more by visiting https://www.trustwillow.com/

    ***

    InvestHER® Community

    Achieve Financial Freedom: Build a Life on Your Terms with a Community of Driven Women Investors

    InvestHER Assessment: Take this 5-minute quiz to determine where you are in your investment journey and receive a custom roadmap with practical steps you can start taking today. Start here: https://d90bdsg67z0.typeform.com/to/LQEgbB3M

    Live Trainings: You don’t need to know all the steps to take the next step. During our virtual events, we focus on the 3-Step InvestHER Formula, giving you the must-know insights so you can take action with confidence. Register here: https://therealestateinvesther.com/trainings

    InvestHER CON: The #1 premier conference for women in real estate. It’s time to invest intentionally so every decision you make builds cash flow and buys back your time. Register now! https://investhercon.therealestateinvesther.com/

    STRIVE Mentorship Program: The Support System for Women Real Estate Investors. You’ve proven you can grow on your own. Now choose who you’ll achieve financial freedom with and build life on your own terms. Apply here » https://mentorship.therealestateinvesther.com/

    Need help? Submit a support ticket here:

    https://share.hsforms.com/1eH2kI0p2QFat8rsY6FcFdQdi2j2

    See you in the arena!

    Liz & Andresa
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    29 min