Welcome to Wealth Heiress (that’s you.)
Your Wealth Heiress is the smart, confident, successful and wealthy woman already inside of you that has yet to be fully discovered.
You will discover practical tips and wealth concepts to understand exactly how to create wealth as well as connecting your mindset with hard-core principles and actions for you to realize your Wealth Heiress™.
I believe if you have the right knowledge and make the right choices, then you can become wealthy, no matter how much or little you are starting with. That’s what this website is all about.
Your success!
A little about me.
This is me with my spoiled beagle named Penny. You may see us on walks around the neighborhood or out of town on trips. She’s the one walking me.
Growing up middle-class in the affluent suburb of Mercer Island (near Seattle, WA), I was fascinated by why some people are wealthy and others aren’t, which led me to read Think and Grow Rich when I was 10 years old. After graduating with a Business degree from the University of WA, I went to work in the financial industry for a very long time and taught myself to invest in stocks, making $2 million by the time I was 39. We moved to the sunshine and now live in Rancho Mirage, near Palm Springs, CA.
3 Fun Facts:
1. My favorite celebrity is Audrey Hepburn. You’ll see a little of her memorabilia around my home and on the website.
2. I’m a recovering sugar-a-holic, gummy bears being the main culprit. Other than that, I’m a healthy eater and love fruits and vegetables (really.)
3. I love to cruise. You may have seen me zooming around on a jet ski with my friends on an episode or two of Below Deck Mediterranean on Bravo TV.
Sometimes life can take a horrible turn, like when my husband died suddenly from a brain aneurysm. It caused me to re-evaluate my career and life’s purpose. So I started a business and the “Be Wealthy & Smart” podcast (award-winning) on iTunes and Stitcher Radio, reaching over 1,300,000 downloads in 181 countries.
I’m honored to be on these lists:
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- One of “The Best Financial Podcasts to Listen to While Living Your Life” in 2017 @ Popsugar
- “Top 11 Personal Finance Podcasts in Australia” in 2016, co-host of the Money Tree Investing podcast
- One of “The Best Money Talk Podcasts by Women” in 2016
- “Top 5 Personal Finance Podcasters on the Internet” in 2015
- “6 Best Money Blog Posts of 2015” in Retirement/Investing
- “5 Best Personal Finance Podcasts of 2014”
- A Bronze Stevie® Award for “Maverick of the Year – Consumer Services” by the American Business Awards, 2014
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Some Things You’ll Find Out Here:
1. Learning from a mentor can shorten your path to wealth. You don’t have time to make mistakes if you want a comfortable lifestyle and secure retirement. Learn the right decisions to make, what to do and maybe more importantly, what not to do.
2. Economic cycles determine the best places to invest. Match your investing with the economic cycle and see how cycles can indicate the best (and worst) wealth building opportunities now.
3. Two wealth building approaches together are the most powerful way to wealth. I call them the Twin Pillars of Wealth Building™ – Invest Like Billionaires and Create Your Luxury Brand Business™. Having both pillars creating wealth for you will allow you to reach your financial goals sooner.
4. Rather than living frugally and on budgets, knowing your “5 Spending Priorities™” is a more powerful strategy. That way you can live a full, rich life and have and enjoy the things and experiences that are important to you.
5. Everything has an opportunity cost. That’s how much money you would have if you invested it instead of spending it. I’ll show you how to have what you really want, but also be smart about it so you have financial freedom and security rather than expensive stuff you don’t use that keeps you from being the fabulous woman you are destined to be – a Wealth Heiress.
