4word Women

Work Love Pray

Financial Planning is All About Compromising with Yourself

May 23, 2024

In the previous episode, you met Kay Lynn Mayhue, president of Merit. Kay Lynn laid out the foundation of financial planning and how personalized the definition of financial planning is to each of us. She also talked about the importance of “joyful generosity” and how it is part of God’s calling to us as Christians.     

In this episode, Kay Lynn and host, Jordan Johnstone, talk about why financial planning can be an uncomfortable process, which can also lead to some mistakes or missteps when approaching your finances as a professional woman. Kay Lynn also shares her financial planning top win and biggest mistake, and offers advice on how to start financial planning, no matter where you are in life.

Guest Bio:

Kay Lynn has played many roles in the financial advisory industry: as a successor, partner, seller, and buyer. This unique and diverse background allows her to be able to relate to advisors in all phases of their careers and mergers and acquisitions. With a background in financial planning and leadership, her career expands over several areas, including advising clients, mergers and acquisitions, and strategic growth. 

Kay Lynn worked her way up from an entry-level position to earn her seat at the C-Suites table as President of Merit, which manages over 5 billion in RIA and Brokerage assets under management. She holds her CFP®, AEP®, and RFC® and has been a critical decision-maker for two firms over the past twenty years. Kay Lynn has overseen multiple mergers and acquisitions over the past four years and has been recognized for her position as a female leader in the financial services industry.

She is passionate about helping people take their careers – and themselves – to exceptional levels. Kay Lynn’s influence in the industry and her drive for success is a driving factor in Merit’s ongoing growth and appeal to growth-oriented advisors. 

Orginal broadcast dated: Oct 2023

Click here for the latest Podcast from 4word - Work Love Pray Podcast - 4word (4wordwomen.org)

Featured Offer

Join Our Mentor Program
What might you accomplish with someone wise to guide you? The 4word Mentor Program is a 10-week experience. We provide three simple yet effective ingredients: A proven framework for engagement – virtual or person-well-matched mentor Support throughout the process

Archives

As 2023 starts to wind down and 2024 approaches, it’s natural for you to be in a season of reflection. How have you done on your goals for the year? Is there anything you wish you could have done or just done differently? Are you already thinking about what you want to accomplish in 2024? A huge part of planning involves finances. Money is a necessary evil and is something that we are given and asked to be good stewards of by our Heavenly Father. It’s really easy for us to think about financial planning—and it’s a whole other ballgame to actually follow through with planning for our futures. To help you as you wrap up this year and plan for the next one, we are dedicating the month of October to talking about financial planning—what it looks like, how you do it, and why it’s so important.  Join host Jordan Johnstone as she interviews Kay Lynn Mayhue, President of Merit, which manages over 5 billion in RIA and Brokerage assets under management. Kay Lynn is passionate about helping people take their careers – and themselves – to exceptional levels, which is exactly what we hope you are able to do with the resources that 4word provides this month! Guest Bio: Kay Lynn has played many roles in the financial advisory industry: as a successor, partner, seller, and buyer. This unique and diverse background allows her to be able to relate to advisors in all phases of their careers and mergers and acquisitions. With a background in financial planning and leadership, her career expands over several areas, including advising clients, mergers and acquisitions, and strategic growth.  Kay Lynn worked her way up from an entry-level position to earn her seat at the C-Suites table as President of Merit, which manages over 5 billion in RIA and Brokerage assets under management. She holds her CFP®, AEP®, and RFC® and has been a critical decision-maker for two firms over the past twenty years. Kay Lynn has overseen multiple mergers and acquisitions over the past four years and has been recognized for her position as a female leader in the financial services industry. She is passionate about helping people take their careers – and themselves – to exceptional levels. Kay Lynn’s influence in the industry and her drive for success is a driving factor in Merit’s ongoing growth and appeal to growth-oriented advisors.  Orginal broadcast dated: Oct 2023 Click here for the latest Podcast from 4word - Work Love Pray Podcast - 4word (4wordwomen.org)
May 22, 2024
In the previous episode, you met Molly Fletcher, entrepreneur and host of the podcast, Game Changers with Molly Fletcher. Molly shared how she embraces learning in her own life and career, and reassured all of us that asking questions and being curious is a sign of confidence, not weakness.      In this episode, Molly and host, Jordan Johnstone, discuss how to overcome obstacles like fear that may be keeping you from stepping out of your comfort zone to take advantage of a learning opportunity. Molly also shares how she encourages learning within her own team and how together they prioritize developing as individuals and as a company. Consider explore your own curiosity at work by partnering with a mentor. Register for a 4word Mentor Program and get there. Guest Bio: Hailed as the “female Jerry Maguire” by CNN, Molly Fletcher made a name for herself as one of the first female sports agents. During her almost two-decade career as President of CSE, Molly negotiated over $500 million in contracts and represented over 300 of sports’ biggest names, including Hall of Fame pitcher John Smoltz, PGA TOUR golfer Matt Kuchar, broadcaster Erin Andrews and basketball championship coaches Tom Izzo and Doc Rivers.   As a World’s Top 50 Keynote Speaker, she delivers her inspiring message to audiences around the world. She is the author of five books, including The Energy Clock and Fearless at Work, and her latest TED Talk, “Secrets of a Champion Mindset,” has more than one million views. Molly is the founder and host of the Game Changers with Molly Fletcher podcast, where she interviews experts and celebrities in every field including Arthur Blank, Dabo Swinney, John Mackey, Matthew McConaughey, Priyanka Chopra Jonas, and Simon Sinek.  Molly recently launched her first on-demand course, Up Your Game, to help people unlock their drive and up their game. Her company Game Changer Performance Group helps clients unlock peak performance through training experiences on Energy, Negotiation and High Impact. Orginal broadcast dated: Sept 2023 Click here for the latest Podcast from 4word - Work Love Pray Podcast - 4word (4wordwomen.org)
May 21, 2024
Join host Jordan Johnstone as she interviews Molly Fletcher and they discuss how you can become a lifelong learner and why it’s something that you prioritize. There’s never a wrong time to be learning, and actively seeking out opportunities to learn will not only enrich your life, but it will also strengthen your relationships with others as they connect with you through your journey to learn and understand more about them and what they do.  Molly Fletcher, entrepreneur, speaker, author, and host of the podcast Game Changers with Molly Fletcher, returns to the podcast and shares why learning is something that she is incredibly passionate about and believes in the importance of.  Consider building your confidence by partnering with a mentor. Register for a 4word Mentor Program and get there. Guest Bio: Hailed as the “female Jerry Maguire” by CNN, Molly Fletcher made a name for herself as one of the first female sports agents. During her almost two-decade career as President of CSE, Molly negotiated over $500 million in contracts and represented over 300 of sports’ biggest names, including Hall of Fame pitcher John Smoltz, PGA TOUR golfer Matt Kuchar, broadcaster Erin Andrews and basketball championship coaches Tom Izzo and Doc Rivers.   As a World’s Top 50 Keynote Speaker, she delivers her inspiring message to audiences around the world. She is the author of five books, including The Energy Clock and Fearless at Work, and her latest TED Talk, “Secrets of a Champion Mindset,” has more than one million views. Molly is the founder and host of the Game Changers with Molly Fletcher podcast, where she interviews experts and celebrities in every field including Arthur Blank, Dabo Swinney, John Mackey, Matthew McConaughey, Priyanka Chopra Jonas, and Simon Sinek.  Molly recently launched her first on-demand course, Up Your Game, to help people unlock their drive and up their game. Her company Game Changer Performance Group helps clients unlock peak performance through training experiences on Energy, Negotiation and High Impact. Orginal broadcast dated: Sept 2023 Click here for the latest Podcast from 4word - Work Love Pray Podcast - 4word (4wordwomen.org)
May 20, 2024
In the last episode, you met Martha Newsome, president and CEO of Medical Teams International. We got to learn more about how Martha became a passionate advocate for global health, and how she has navigated being a female leader in a male-dominated world.      In this episode, Martha and host, Jordan Johnstone, talk about how Medical Teams International is working to bring awareness to more issues happening around the world. Martha also shares who the most influential leaders have been in her life and what makes her most proud as CEO. Guest Bio: Martha Newsome is the President & CEO of Medical Teams International, a global health and humanitarian organization. She has spent the last 30 years of her life dedicated to serving the health needs of others. In her current role, Martha leads more than 1,500 international staff as they restore health to three million people through medical and dental care, disaster response, humanitarian aid and community health programs. Considered an authoritative global leader in international public health, Martha has a deep understanding of grassroots operations as she worked her way to senior leadership from the front-line realities of local community health. She holds a Bachelor of Arts from Wheaton College and a Master of Public Health from Johns Hopkins University. Martha lived in southern Africa for 15 years, and at the age of 33, was elevated to Country Director for World Vision in post-war Mozambique. Prior to joining Medical Teams International in 2016, she led World Vision International’s Global Sustainable Health team representing three sectors, over 3000 employees and a budget of $700M. Martha is Chair of the Integral Alliance Board of Directors, an international alliance of 21 faith-based relief and development agencies, and is published in public health journals like the Journal of Mobile Technology in Medicine and Human Resources of Health. Orginal broadcast dated: August 2023 Click here for the latest Podcast from 4word - Work Love Pray Podcast - 4word (4wordwomen.org)
May 17, 2024
If someone were to ask you who your favorite boss has been, what name would come to mind? Chances are, the person you think of is someone who had exponential impact on you…and maybe they didn’t realize they’d left such a mark. This is the beauty of someone who has harnessed the power of exponential and influential leadership. That level of leadership might sound daunting to you, but it’s an effect we can all leave in our careers, regardless of the position we held in an organization or the amount of people we led.  This month, join host Jordan Johnstone and guest Martha Newsome, CEO and president of Medical Teams International, as they discuss exponential and influential leadership. As you listen to their conversation, you will hear the joy and genuine heart that Martha has, not just for the communities that Medical Teams assists, but also for the people on her staff that partner with her to have an impact on the hurting parts of the world. Martha is an authentic example of influential and exponential leadership and we are so grateful we all get to learn from her this month. Consider building your influence by partnering with a mentor. Register for a 4word Mentor Programand get there. Guest Bio: Martha Newsome is the President & CEO of Medical Teams International, a global health and humanitarian organization. She has spent the last 30 years of her life dedicated to serving the health needs of others. In her current role, Martha leads more than 1,500 international staff as they restore health to three million people through medical and dental care, disaster response, humanitarian aid and community health programs. Considered an authoritative global leader in international public health, Martha has a deep understanding of grassroots operations as she worked her way to senior leadership from the front-line realities of local community health. She holds a Bachelor of Arts from Wheaton College and a Master of Public Health from Johns Hopkins University. Martha lived in southern Africa for 15 years, and at the age of 33, was elevated to Country Director for World Vision in post-war Mozambique. Prior to joining Medical Teams International in 2016, she led World Vision International’s Global Sustainable Health team representing three sectors, over 3000 employees and a budget of $700M. Martha is Chair of the Integral Alliance Board of Directors, an international alliance of 21 faith-based relief and development agencies, and is published in public health journals like the Journal of Mobile Technology in Medicine and Human Resources of Health. Orginal broadcast dated: August 2023 Click here for the latest Podcast from 4word - Work Love Pray Podcast - 4word (4wordwomen.org)
May 16, 2024
In our last episode, you met Keri Ladouceur, a movement maker in the lives and roles of professional and spiritual leadership around the country. Keri and host Jordan Johnstone spent the previous episode talking about WHY the world needs more women-led movements, and Keri wrapped up by discussing seven shifts that will result when a woman is leading a movement in her sphere of influence.     In this episode, Keri and Jordan go deeper into those seven shifts and use them to further define how a movement maker should structure their movement in order to not just see it be successful, but also see it make the difference in the world that it was intended to make from its inception. Guest Bio: Keri Ladouceur is a pastor, teacher, incessantly curious question asker, and bridge building peacemaker. She believes the fullness of the gospel is liberative good news for all of creation and longs to cultivate new faith spaces of mutuality and flourishing for all people. She is founder of New Ground Network, where she co-conspires with pastors, denominations, and organizational leaders to clarify and align around their purpose. One of her favorites roles is organizational coach where she is part dreamer, instigator, activator and team counselor. She has an MA in New Testament from Northern Seminary, and her imagination for the Beloved Community has been primarily shaped by her native heritage and liberation thinkers and theologians. She dreams of the Church being a life-giving community of flourishing that activates the people of God to join Christ in the redemption and restoration of all things. Orginal broadcast dated: July 2023 Click here for the latest Podcast from 4word - Work Love Pray Podcast - 4word (4wordwomen.org)
May 15, 2024
As we continue on this year’s journey toward being unstoppable, we wanted to dedicate this month to talking about a big part of increasing the impact of your unstoppable-ness…and that is launching a movement. This movement doesn’t have to be anything huge. It just has to be something that helps you make a difference in the world and in your sphere of influence. So what do you wish you could see change or shift in your life? What do you feel like God has called you to speak up about or be a positive force for? This month’s Work, Love, Pray guest is Keri Ladouceur. Keri is a speaker, coach, and pastor. Through her decades of experience in the corporate world and now in ministry, she has come to deeply recognize and resonate with the need for more women-led movements in this world. If “being the change” is something that has been on your heart lately, then this month’s episodes are 100% for you. Guest Bio: Keri Ladouceur is a pastor, teacher, incessantly curious question asker, and bridge building peacemaker. She believes the fullness of the gospel is liberative good news for all of creation and longs to cultivate new faith spaces of mutuality and flourishing for all people. She is founder of New Ground Network, where she co-conspires with pastors, denominations, and organizational leaders to clarify and align around their purpose. One of her favorites roles is organizational coach where she is part dreamer, instigator, activator and team counselor. She has an MA in New Testament from Northern Seminary, and her imagination for the Beloved Community has been primarily shaped by her native heritage and liberation thinkers and theologians. She dreams of the Church being a life-giving community of flourishing that activates the people of God to join Christ in the redemption and restoration of all things. Orginal broadcast dated: July 2023 Click here for the latest Podcast from 4word - Work Love Pray Podcast - 4word (4wordwomen.org)
May 14, 2024
In our last episode, you met Tracey Newell, sales leadership expert and former executive of many notable organizations. In the last episode, host Jordan Johnstone and Tracey talked about the basics of being a woman of influence, and touched on why women might be a little hesitant to become more of an influence in their workplaces.    In this episode, Tracey and Jordan dive into what good and genuine influence is actually all about, how to take on the role of being an influence without neglecting the other parts of your life (hello, work/life balance!), and Tracey shares about the mentors and influences in her life that made her career possible. Guest Bio: Specializing in accelerating go-to-market teams and top line revenue growth, Tracey Newell serves on the board of five high growth software companies, to include Sailpoint, Sumo Logic, Druve, Highspot and DataRobot. Tracey also serves as an advisor for Blackrock Long Term Private Capital. Tracey is the former president of Informatica, where she served as a member of Informatica’s board of directors for two years, prior to being asked to join Informatica’s management team. As president of Informatica, Tracey was responsible for sales, marketing, revenue operations, and customer success. Prior to joining Informatica, Tracey was EVP of global field operations at Proofpoint, where she led sales through a five-year period of hypergrowth from 96M to 700M. Recognized as a Top 100 Sales Leader by The Modern Sale, Tracey led Proofpoint’s go-to-market team to became a top five leader in the cybersecurity market. Before Proofpoint, Tracey was EVP of global sales at Polycom. She has also held sales leadership positions at Juniper Networks, Webex, and Cisco Systems. During her tenure at Cisco, Tracey was recognized by the organization Women Worth Watching. From a philanthropic standpoint, Tracey is on the board of advisors for the University of California, Santa Barbara’s economic department, providing counsel on long term strategy for the department. Tracey has also served in non-profit organizations to include Impact 100, whose mission is to unite women to make a difference in our communities, as well as the National Charity League. Tracey graduated with honors from the University of California, Santa Barbara, and completed Stanford’s 26th Annual Directors College in June 2021. Tracey is married to Vince Newell, together for 30+ years, and is blessed with two adult daughters, Megan (28) and Brittany (25). Orginal broadcast dated: June 2023 Click here for the latest Podcast from 4word - Work Love Pray Podcast - 4word (4wordwomen.org)
May 13, 2024
Influence is a powerful tool and trait, and better yet—it’s not a power that is reserved for a select few. To anyone on a journey with 4word this year to become unstoppable as you follow God’s plan for your life, it is important that you recognize the potential that influence has to help catapult yourself but also (and sometimes more importantly), those around you. This month’s Work, Love, Pray guest is Tracey Newell. Tracey has built a highly successful career in sales and leadership, working with companies like Juniper Networks, Webex, and Cisco Systems. She now serves on the boards of five high-growth software companies, and is passionate about helping companies and the teams that power them see and utilize their full potentials. As you will hear, the topic of influence and becoming a woman of influence is something that Tracey does not shy away from, and she is able to infuse this important conversation with many insights she has learned herself. Guest Bio: Specializing in accelerating go-to-market teams and top line revenue growth, Tracey Newell serves on the board of five high growth software companies, to include Sailpoint, Sumo Logic, Druve, Highspot and DataRobot. Tracey also serves as an advisor for Blackrock Long Term Private Capital. Tracey is the former president of Informatica, where she served as a member of Informatica’s board of directors for two years, prior to being asked to join Informatica’s management team. As president of Informatica, Tracey was responsible for sales, marketing, revenue operations, and customer success. Prior to joining Informatica, Tracey was EVP of global field operations at Proofpoint, where she led sales through a five-year period of hypergrowth from 96M to 700M. Recognized as a Top 100 Sales Leader by The Modern Sale, Tracey led Proofpoint’s go-to-market team to became a top five leader in the cybersecurity market. Before Proofpoint, Tracey was EVP of global sales at Polycom. She has also held sales leadership positions at Juniper Networks, Webex, and Cisco Systems. During her tenure at Cisco, Tracey was recognized by the organization Women Worth Watching. From a philanthropic standpoint, Tracey is on the board of advisors for the University of California, Santa Barbara’s economic department, providing counsel on long term strategy for the department. Tracey has also served in non-profit organizations to include Impact 100, whose mission is to unite women to make a difference in our communities, as well as the National Charity League. Tracey graduated with honors from the University of California, Santa Barbara, and completed Stanford’s 26th Annual Directors College in June 2021. Tracey is married to Vince Newell, together for 30+ years, and is blessed with two adult daughters, Megan (28) and Brittany (25). Orginal broadcast dated: June 2023 Click here for the latest Podcast from 4word - Work Love Pray Podcast - 4word (4wordwomen.org)
May 10, 2024
In our last episode, you met Dr. Shannan Crawford, licensed psychologist and CEO of Crawford Clinics, and also the host of the podcast Unlock U. We covered how setting boundaries can help you stop saying “yes” when you should be learning to say “no” to more things, and we walked through the first two steps Dr. Crawford suggested anyone takes when setting up boundaries in their life.  In this episode, Dr. Crawford and host, Jordan Johnstone, walk their way through the last two steps in the boundary-setting process, and also talk about working through the possible “fear of missing out” feelings you may battle when you start flexing your new “say no” muscles. Guest Bio: Dr. Shannan Crawford is a licensed psychologist and the CEO of Crawford Clinics where she and her incredible team of counselors provide innovative psychotherapy services using a holistic Christian approach tailored for individuals, executives, couples and families. She is the host of the podcast Unlock U with Dr. Shannan Crawford.  As the innovator of the Restoring Self-Cohesion (RSC) approach, a hybrid of psychotherapy and faith-based inner-healing models that facilitates deeper healing than talk therapy by identifying and resolving the unconscious roots producing personal, relational, spiritual, and vocational symptoms.  Dr. Crawford weaves RSC into her work as an Executive Coach helping leaders and influencers overcome areas of self-sabotage, imposture-syndrome, procrastination and self-limiting beliefs undermining enjoyment in their calling. As a conference speaker, Dr. Crawford speaks for a variety of audiences on topics such as, emotionally healthy leadership, business, anxiety, trauma, marriage, resolving childhood wounds and traumas etc. She has spoken nationally and internally including Singapore, Indonesia, India, Brazil, and Bangladesh. Dr. Crawford loves serving as an adjunct professor at univeristies such as The King’s University in Southlake, TX.  Passionate to see the end of human trafficking, she serves on the board of untrafficked.org. She is working on a trilogy book project; an allegory fiction adventure that explores the nuances of the internal world through the story of espionage and romance. Orginal broadcast dated: May 2023 Click here for the latest Podcast from 4word - Work Love Pray Podcast - 4word (4wordwomen.org)
May 9, 2024
See More Episodes
This ministry does not have any series.
Listen to 4word Women on
Amazon Echo
Learn How
Learn How

Featured Offer

Join Our Mentor Program
What might you accomplish with someone wise to guide you? The 4word Mentor Program is a 10-week experience. We provide three simple yet effective ingredients: A proven framework for engagement – virtual or person-well-matched mentor Support throughout the process

About 4word Women

4word is a Faith-Based Community that empowers and inspires women in the workplace through personal connection and mentoring to align actions to life priorities, improve relationships with coworkers and friends, use biblically informed decision-making, and grow their confidence. Over the past 13 years, we've reached over 1M women. Our goal is to empower 10 million Christian women in the workplace to change the world by 2030.

About Work Love Pray

4word’s Work Love Pray podcasts are real conversations about real issues women in the workplace face at work, home, and in their church communities. These podcasts offer women valuable resources and inspirational insights through access to 4word’s dynamic and influential content experts. Themed podcasts are published following a structured editorial calendar ranging in topics from goal setting and career planning, to gratitude in the workplace.

Contact 4word Women with Work Love Pray

Mailing Address:
4word
4516 Lovers Lane, Suite #205, Dallas, TX 75225
Telephone:
214-616-4486