This week on the podcast, we’re throwing it back to one of our most important interviews of 2025 — our conversation with Zara Watson-Young, Trademark Attorney and Co-Founder of Watson & Young Law.
With so many business owners mapping out their growth plans for 2026, there couldn’t be a better time to revisit this episode.
Because as you plan to grow, scale, and expand… you also need to protect what you’ve built!
That’s exactly what Zara and her husband, Sean, help business owners do every day.
Inside the episode, we get into:
⚡️ Why trademarking isn’t just for “big” brands — and how skipping it can cost you more than you think
⚡️ How to legitimize and protect your business in today’s digital economy
⚡️ What it actually takes to build something that can be passed down
If you’ve ever wondered when, why, or how to protect your brand — this is the episode you don’t want to miss.
Connect with Zara: @watsonandyounglaw
Buy their book on Amazon: Your Intellectual Property Fortress : The Ultimate Guide to Protecting Your Brand and Business From Copycats
In this episode, Hannah interviews Ali on all things wedding planning, through a New Money lens.
We’re getting into the real side of planning a wedding: money, strategy, emotions, family dynamics… and yes, even the aesthetic!!
From funding your honeymoon with points, to budgeting in real life (not Pinterest life), to navigating family money conversations and legacy thinking- this episode is for couples who want to start marriage strong, not stressed.
Plus, Ali shares a sneak peek into the wedding aesthetic, personal decisions, and the why behind choosing a church wedding + backyard reception over a ballroom.
✅ We covered:
• Smart budgeting without sacrificing your dream• How we’re paying for our honeymoon with points (no debt required)• Spending according to your values, not expectations
Whether you’re planning a wedding, a business, or your future- let’s build it right.
Book a call here: thewealthcollaborative.co/contact
What happens when you build and sell a SaaS company for a nine-figure exit… and it doesn’t feel like fireworks?
In this episode, Hannah sits down with intuitive money coach and wealth strategist Danielle McKinley to talk about the real side of money: your inherited money story, your nervous system’s capacity to hold wealth, and how to protect what you’re building with tools like life insurance and infinite banking.
In this episode, we cover:
Connect with Danielle:
Instagram: @_lifebydanielle
Grab her free Cash Flow Tracker: SOTU Cash Flow Tracker
Free code for listeners wealthcollab
Life Insurance Consultation: Schedule here
Work with us:
In this episode, estate planner Shirley Diaz , Esq. shares her personal journey of becoming a mom on her own and how it inspired her to help young families protect their future. She breaks down the exact steps to take before giving birth, when to revisit your estate plan, and how to build generational wealth through trusts and accounts for minors, even if you’re not ultra-wealthy.
You don't want to miss this one!!
Connect with Shirley:
@diazvidaleslaw | diazvidales.com
Need help building wealth for you and your kids? Connect with us here: thewealthcollaborative.co/contact
In this episode, Hannah and Ali share a behind-the-scenes case study of a client who went from hitting major revenue milestones to building a long-term wealth plan that works as hard as she does.
They break down how she:
Moved from DIY investing to a coordinated wealth strategy
Set up the right retirement accounts for her business
Brought her spouse and kids into the business for smart tax savings
Protected her family with an estate plan
Added real estate and charitable giving to round out her portfolio
This episode shows exactly what it looks like to evolve from making money to managing it with strategy, clarity, and intention.
Other episodes mentioned:
Estate Planning for Entrepreneurs with Lauren Klein
Charitable Giving Strategies that Save You Taxes and Build Your Legacy
Connect on instagram: @thewealthcollaborative
We’re diving into the real-world side of cryptocurrency and blockchain for business owners. Our guest, CJ, is a California-barred tax attorney with deep expertise in crypto, compliance, and business structuring.
In this episode, we break down:✨ How entrepreneurs can use crypto as a business asset (not just an investment)✨ Key compliance considerations you need to know✨ How blockchain is already reshaping industries like agriculture and medicine
This conversation bridges the gap between traditional finance and the new digital economy.
Curious if crypto makes sense for your goals? Schedule a with our team call here: thewealthcollaborative.co/contact
⚠️ Disclaimer: This episode is for educational purposes only and is not financial, tax, or legal advice.
In this episode, Hannah shares how The Wealth Collaborative partners with modern founders to turn business success into lasting wealth that funds life now and legacies later.
You'll learn:
Why “new money” women need a different kind of advisory relationship than the old-school, retire-at-65 playbook.
The distinction between now money and forever money—and why most plans ignore the latter.
How treating your business as an asset in financial planning changes everything.
What it feels like to hand off the financial to-dos so you can stay focused on your mission.
How a true wealth partner collaborates with your CPA and attorney to protect what you’re building.
The five guiding principles behind TWC’s work.
Resources & Links
Disclaimer
This episode is for educational purposes only and is not financial, legal, or tax advice. Consult your professional advisors for guidance specific to your situation.
In this week’s episode, we’re getting real about what it’s like to build a business together for over a year—the highs, the lows, and why reconnecting with your why is one of the most important things you can do as a founder.
We also share what we’re working on right now, give you a little girl chat update on life + business, and re-introduce what the New Money Movement is really all about.
If you’ve ever wondered what it feels like behind the scenes of building a mission-driven business, this episode is for you.
💡 Grab our free Wealth-Building Checklist here: thewealthcollaborative.myflodesk.com/wealth-building-checklist
🤝 Want to connect with us? thewealthcollaborative.co/contact
In this episode, Ali dives into what maternity leave can look like when you’re the CEO of your own business. Unlike a 9–5, there’s no HR department handing you a benefits packet, so it’s up to you to plan ahead. We cover:
How to create a dedicated maternity fund so you have cash set aside
Using short-term disability insurance as income replacement during leave
Leveraging your HSA for maternity-related expenses
If you’re a business owner who wants to prepare for maternity leave without sacrificing your financial stability or business growth, this episode is for you.
Interested in building a plan that works for you? Book a call with us today here!
In this special joint episode airing on both The New Money Podcast and The Dialed In Podcast, Hannah Wardenburg and Melissa Rodibaugh come together to talk about the often-overlooked intersection between health and wealth—and why both are essential for ambitious women building a rich, fulfilled life.
They dive into:
Why high-achieving women feel stuck in their bodies and their bank accounts (despite "doing all the right things")
The hidden “invisible inputs” affecting your energy, mood, and money habits
How stress and lack of nourishment are sabotaging your physical performance and your financial clarity
The myth of the quick fix (in both dieting and financial planning)
Lifestyle inflation and why even million-dollar earners feel behind
The real cost of waiting to invest in your health or hire financial support
The ripple effect of taking radical responsibility for your body and your bank account
Why your future 75-year-old self will thank you for making a change today
You’ll hear stories of real clients, practical mindset shifts, and bold encouragement to stop DIY-ing the two most personal areas of your life: your health and your wealth.
Hannah Wardenburg – The Wealth CollaborativeInstagram: @thewealthcollaborativeDownload the free Wealth Building Checklist
Melissa Rodabaugh – Dialed In CoachingInstagram: @melissa.dialedincoachingLearn more or apply for the next challenge at dialedincoachingservices.com
✨ Flashback Episode ✨
Ever wonder how two women with completely different paths came together to build a boutique wealth firm? In this episode, we rewind to our cofounder story—the vision, the values, and the leap of faith that sparked The Wealth Collaborative.
🎙️ From Corporate firms to breaking old-school money norms, we share the behind-the-scenes of starting a firm built for female entrepreneurs.
Listen in for the real story behind the partnership, the lessons we learned early, and why collaboration is at the heart of everything we do 💼💖
Ready to work with two women who truly care about the mission on YOUR heart? Book a call here: thewealthcollaborative.co/contact
✨ Flashback Tuesday ✨ We’re revisiting one of our most-loved episodes with Florencia, The Catholic Nutritionist. This conversation is a reminder that your body isn’t the problem, grind culture is.
In this episode, we uncover how syncing with your cycle can boost vitality, why fighting your body keeps you stuck, and the surprising link between feminine wellness and building wealth.
If you missed it the first time (or need a refresher), this one’s worth a listen.
👉 Tune in and let us know what you think!
Ready to start building wealth in a way that feels good in your body? Schedule a call with our team here: thewealthcollaborative.co/contact
Travel isn’t just about escaping your inbox, it’s about expanding your mind, fueling creativity, and coming back stronger for your business and your life. 🌍
On this episode of The New Money Podcast, we’re talking with Mania Mirroknian, luxury travel advisor with Fora Travel, about The ROI of Traveling Right: Investing in Trips That Grow You and Your Business.
From once-in-a-lifetime adventures to perfectly planned weekend escapes, Mania curates experiences that go beyond “vacations” and become investments in your growth.
💡 In this episode we cover:
Why travel is one of the smartest forms of self-investment
How worldly knowledge fuels personal and business growth
The hidden benefits of working with a professional travel advisor
How to maximize your time, money, and energy when you travel
📩 Connect with Mania:
Email: mania.mirroknian@fora.travel
Instagram: @curatedescapeswithmania
✨ Want to make travel a part of your wealth strategy? We help female founders align their money with the life they’re building.
Apply to work with us here: www.thewealthcollaborative.co/contact
Ambition builds empires, but it doesn’t always build relationships...
Too many high-achieving women feel like dating is the one area that doesn’t “click.” This episode of The New Money Podcast changes that.
Dating coach Lauren Fondriest shares what every ambitious woman needs to hear about modern love- from why burnout happens so fast, to how we unknowingly teach people how to treat us, to why who pays on the first date is actually a financial decision.
We also go deep on prenups, aligned partnership, and why choosing the right person is one of the most important investments we’ll ever make.
→ Learn more at laurenfondriest.com→ Follow Lauren on Instagram: @laurenfondriest
On this episode of The New Money Podcast, Hannah is joined by Dr. Heather Rhodes — pharmacist turned holistic women’s health coach and host of The Hormone Happy Hour.
Heather’s unique journey from clinical research and pharmacy to fertility and hormone health has helped hundreds of women restore balance, energy, and clarity in their bodies.
In this powerful conversation, you’ll hear:
Why progesterone is the most overlooked hormone affecting energy, fertility, mood, and long-term health.
How trauma, money beliefs, and emotional stress can actually be stored in the body and impact fertility.
The surprising parallels between wealth and health — and why striving and control often block the outcomes we want.
What it means to move from pushing harder to co-creating with God’s blueprint for your life, business, and body.
Practical insights on postpartum recovery, adrenal fatigue, and how to start supporting your hormones today.
Whether you’re a business owner striving for more, a mother navigating postpartum, or a woman simply seeking more energy and clarity, this episode will open your eyes to the deep connection between your health, your wealth, and your purpose.
Connect with Dr. Heather on Instagram @drheatherrhodes or tune into her podcast The Hormone Happy Hour for more wisdom.
Schedule a free 30-minute strategy call with The Wealth Collaborative: www.thewealthcollaborative.co/contact
Ever feel like there’s never enough time to build the business you dream about?
In this episode, we sit down with Megan Tobler, founder of Self StartHer, to talk about what it really looks like to grow something meaningful while juggling life at home. Megan shares:
✨ How to maximize the “cracks of time” in your day as a Mom and entrepreneur✨ What to consider before stepping into the coaching world✨ The secret to putting on blinders, avoiding comparison, and building a business that actually fits your life✨ Plus— the surprising third option to starting your business that no one talks about
This conversation is for every woman who’s building her business in the margins, proving that you don’t need endless hours to make an impact— you just need the right strategy, connections, and a whole lot of trust in yourself.
In this episode, Hannah is joined by Lauren Klein, an estate planning attorney with over a decade of experience, a master’s in tax law, and a heart for serving modern business owners—especially women.
Whether your business is scaling, you’re sitting on serious profits, or you simply want to protect your family, your team, and your time—this conversation will change the way you think about your financial plan.
What We Cover:
What estate planning really is (and why it’s not just for the ultra-wealthy or the elderly)
The four essential documents every business owner needs
How to protect your business and your family in case of the unexpected
Why a revocable trust is often better than a will (especially for entrepreneurs)
What the probate process is really like (and how to avoid it)
The tax-side of estate planning: what to do before you scale or exit your business
How planning now can save your family millions later
Real-world examples of founders who did it right—and what you can learn from them
Connect with Lauren:
Flourish Law Group – https://flourishlawgroup.com
Instagram: @lawyerlaurenklein
In this episode, we sit down with Kelly Addison, seasoned mortgage broker with Coastal Pacific Lending Inc, who brings over 20 years of experience guiding clients through complex home financing— especially business owners.
We dive into:
How to actually qualify for a mortgage without a W-2
Smart ways to use HELOCs and home equity loans to build wealth faster
How Kelly is tracking rates and what to look out for
Kelly’s personal story as a single mom of two taking charge of her financial future
Whether you’re a business owner, freelancer, or scaling a side hustle, this episode gives you the tools to make confident, wealth-aligned mortgage decisions.
Tune in and learn how to make your home a powerful part of your financial strategy.
She’s the creative force behind our visual identity and the reason people say “your brand is so you"
This week, we’re sitting down with Kara Davis, founder of Amuse Design Studio, to talk about:
✨ How she built a brand studio that books top-tier clients💸 What diversifying income actually looks like as a creative💡 The truth about branding, influence, and what makes a brand profitable, not just pretty
Kara’s the kind of woman who doesn’t just build brands… she builds movements. And today, she’s breaking down what it really takes to grow a business with both style and substance.
Find Kara here:
ig: @amusedesignstudio
web: amusedesignstudio.com
In this episode, Hannah unpacks why so many high-achieving women delay working with a financial advisor—not because they don’t want help, but because they feel like they should already have it all figured out. If you’ve ever felt embarrassed, behind, or unsure about your finances, this one is for you.
You’ll learn:
Why money feels so personal (and vulnerable) for women
How to release guilt around past financial decisions
What to look for in a financial advisor so you feel seen, not judged
Getting financially naked—aka being honest and transparent about your financial situation—takes courage. But it’s also the first step toward building a strategy that actually supports your life and goals.
If you’ve been putting off the money conversation, let this episode be the permission slip you didn’t know you needed.
Connect with us on Instagram: @thewealthcollaborative