MONEY WITHOUT MATH

Embrace AI for Career Growth

What if AI could be your best work ally instead of a job-stealer? Let's dive into the exciting world of AI, not as a threat, but as a powerful tool for personal and career growth.Karen Coyne hosts Susan Youngblood, an AI and Human Capital advisor, as they unravel how AI reshapes our lives, especially in our workspaces. Explore how AI integrates seamlessly into your daily routines, from refining repetitive tasks to sparking creative problem-solving.Key episode discussion points include:The current role AI plays in our work lives [00:02:51]Preparing for AI-driven changes in the workplace, from those feeling overwhelmed to tech enthusiasts [00:05:17]Enhancing personal education with AI without needing deep technical know-how, discussed [00:05:41]Embracing AI as a career accelerator rather than a threat [00:22:05]And more!Connect with Karen Coyne: Clarity Planningteam@raymondjames.com301-739-7002LinkedIn: Karen Coyne, CFP®X: @karencoyneYouTube: @karencoynecfpInstagram: @moneywithoutmathConnect with Susan Youngblood:LinkedIn: Susan YoungbloodBessemer Venture PartnersAbout Our Guest:Susan Youngblood is an operating advisor and technology Chief Human Resources Officer and Artificial Intelligence (AI) advisor who has launched, transformed, and acquired companies. Her combination of technical savvy and human capital management expertise positions her to advise boards and leaders on preparing for the AI-enabled workplace.With a career spanning Fortune 50 companies, private equity-backed ventures, and startups, Susan has been a catalyst for business transformation, guiding organizations through critical inflection points, including digital transformation, M&A, global scaling, and preparing workforces for emerging technologies and AI implementation.Susan architected the human capital strategy for the launch of the AI software firm Ascendion, where she was the Chief People Officer. Earlier, she worked with Blackstone to prepare for the $27B sale of fintech Refinitiv to LSEG and led integration planning. At IBM, she successfully managed eight global acquisitions and integrations totaling $1B Enterprise Value. Susan's strategic approach to workforce management has consistently delivered multi-million-dollar savings, evidence of her approach to driving high ROI.Susan serves on the Board of Directors for Cornell University’s ILR School, is an advisor for an agentic AI startup, and is an angel investor. She holds a bachelor’s degree in psychology from Vassar College and a Master of Industrial and Labor Relations (MILR) degree from Cornell University, where she was also the assistant coach of the women’s tennis team.

Build A Cohesive Relationship with Rebecca Lockwood & Tom Bouwer

Can you strengthen your relationship by applying the same principles you might use in business?Karen Coyne invites you to explore this concept with guests Rebecca Lockwood and Tom Bower, co-authors of "The Cohesive Couple". They offer practical insights on how couples can align visions and improve communications by using systems similar to those used to run successful businesses.Rebecca and Tom share their journey from business coaching to helping couples create a harmonious home life. From establishing a shared vision to planning accountability meetings, listen in to learn how to put problems in front of you rather than between you.Resources:“The Cohesive Couple” by Rebecca Lockwood, James Lockwood, and Tom BouwerConnect with Karen Coyne: Clarity Planningteam@raymondjames.com301-739-7002LinkedIn: Karen Coyne, CFP®X: @karencoyneYouTube: @karencoynecfpInstagram: @moneywithoutmathConnect with Rebecca Lockwood & Tom Bouwer:LinkedIn: Rebecca LockwoodLinkedIn: Tom BouwerCohesive Couple WebsiteAbout Rebecca Lockwood:Rebecca uses her diverse experiences to create a unique approach to life, relationships, and personal growth. With over 15 years of experience in the hospitality industry and six years as a business coach, she has dedicated her career to helping individuals and couples unlock their full potential. Her coaching philosophy is deeply rooted in her own life experiences. As a traveler at heart, Rebecca constantly seeks authentic experiences and relationships. She firmly believes that life is richer when surrounded by family and friends.About Tom Bouwer:As an entrepreneur and coach, Tom brings over 30 years of U.S. and international experience to his work, helping both companies and individuals. Having started three successful companies in Turkey, Tom offers a unique global perspective. Together with his wife Windy, he is passionate about exploring the world and creating lasting memories, an approach he brings to his professional endeavors. Drawing from his diverse background and his own marriage, Tom helps people navigate challenges and strengthen their relationships. His unique approach combines business acumen with fresh insights into the complex dynamics today’s marriages face. His books have sold over 1 million copies worldwide and offer practical tools for immediate impact. As a speaker and coach, Tom dedicates his time to guiding leadership teams, individuals, and couples towards reaching their full potential.

From Accidental Entrepreneur to Empowered Leader with Sonya Hopson

Karen Coyne is joined by Sonya Hopson, the dynamic CEO and founder of HIRE Strategies, a talent placement agency with a focus on commercial construction. Sonya shares her personal journey from "accidental entrepreneur" to making her mark in commercial construction as a single mom and a woman of color. She also opens up about embracing imperfections and becoming the woman known for her pink hard hat. Join us for a conversation that's as inspiring as it is practical.Key episode discussions include:Her unexpected entry into the construction industry with a unique personal brand (00:04:36)The value of skilled trades and why they're a perfect career option for women (00:08:19)Tackling challenges in a male-dominated field and the power of authenticity (00:16:50)Her 'Chasing Peace' journey, redefining success, and prioritizing personal fulfillment over societal metrics (00:27:37)And so much more!Resources:“Chasing Peace” by Sonya HopsonConnect with Karen Coyne: Clarity Planningteam@raymondjames.com301-739-7002LinkedIn: Karen Coyne, CFP®X: @karencoyneYouTube: @karencoynecfpInstagram: @moneywithoutmathConnect with Sonya Hopson:LinkedIn: Sonya HopsonHIRE StrategiesSonya Hopson WebsiteFacebook: Sonya HopsonAbout Our Guest: Sonya Hopson is The Lady with the Pink Hard Hat.From an accidental entrepreneur to an award-winning CEO, Sonya has built a career defined by resilience, purpose, and transformation. As the Founder & CEO of HIRE Strategies, she has cultivated a business focused on people-first leadership—empowering professionals and breaking down barriers in male-dominated industries. Recognized by Forbes and the Triangle Business Journal, Sonya is dedicated to disrupting the status quo and creating fair and equitable opportunities for all candidates.At HIRE Strategies, the organization’s mission is to empower both companies and individuals by advocating for diverse perspectives—helping businesses HIRE and RETAIN top talent while fostering inclusive workplaces where everyone has a seat at the table.But her story reaches beyond business.As a motivational speaker, ballroom dancer, mental health advocate, and author, Sonya shares her personal experiences to inspire others to heal from unhealed childhood wounds, embrace imperfection, and seek their own peace. Her upcoming book, Chasing Peace: Tales of a Recovering Perfectionist, offers a deeply personal journey of overcoming trauma, perfectionism, and redefining success on one’s own terms.Whether mentoring women in business, advocating for mental health awareness, or helping organizations build inclusive teams, Sonya's mission remains constant: to be a light in someone else’s darkness.

Finding Purpose in Your Career & Other Wisdom from the Operating Room with Dr. Eric Weiss

Have you ever wondered what it takes to make life-saving decisions under pressure, like a heart surgeon? How about applying this mindset to your personal finances?Karen Coyne sits down with Dr. Eric Weiss, one of the country's leading cardiac surgeons and Director of Aortic Surgery at Aurora St. Luke's Hospital. They explore the fascinating world of “clamp time”—a powerful principle centered around urgency and focus that Dr. Weiss applies in the operating room and beyond. From surgical precision to financial finesse, discover how the same mindset that saves lives can guide all of us toward meaningful, empowered decisions in our daily lives. Key Highlights:Self-taught financial wisdom and overcoming mistakesThe psychology behind financial stages and mindset shiftsTransitioning from wealth accumulation to enjoyment and givingThe philosophy of 'Clamp Time' and urgency in achieving successAvoiding burnout by focusing on passion and rolling focusAnd much more!Resources:Clamp Time™Connect with Karen Coyne: Clarity Planningteam@raymondjames.com301-739-7002LinkedIn: Karen Coyne, CFP®X: @karencoyneYouTube: @karencoynecfpInstagram: @moneywithoutmathConnect with Dr. Eric Weiss:Eric Weiss, MDLinkedIn: Eric S. WeissInstagram: Dr. Eric WeissEric Weiss, MD: Contact Form(414) 250-8676About Dr. Eric Weiss: Dr. Eric Weiss is one of the most respected and recognized cardiothoracic surgeons in the country for his ability to technically perform the most complex operations on the aortic and mitral vales, as well as the thoracic aorta outstanding results. Located at one of the most reputable health systems in the Midwest, Dr. Weiss excels due to his reputation of technical excellence and five-star patient care reviews.Dr. Eric Weiss is an attending cardiac surgeon who specializes in general adult cardiac surgery, aortic surgery, valvular heart surgery, and the surgical treatment of heart failure. He obtained his medical degree from the Johns Hopkins University School of Medicine in Baltimore, MD. He completed his general surgery residency at the Johns Hopkins Hospital, Baltimore MD and a cardiothoracic surgery fellowship at New York Presbyterian Hospital- Columbia College of Physicians and Surgeons in New York, NY. Dr. Weiss completed further advanced fellowships in heart transplantation and mechanical circulatory support at New York Presbyterian Hospital and in advanced aortic surgery at the University of Pennsylvania.As a recognized expert in diseases of the thoracic aorta, valvular heart disease, heart transplantation, and clinical outcomes research, Dr. Weiss completed a post-doctoral research fellowship in cardiac surgery at Johns Hopkins University in Baltimore, MD; has published over 70 peer reviewed journal articles and has given over 80 presentations at national and international scientific meetings.

The Power of Shedding: Kathy Dempsey's Guide to Embracing Change

What happens when a single moment redefines your entire existence?Karen Coyne dives into a conversation with Kathy Dempsey, a remarkable change management speaker and author, who shares her incredible journey from an HIV diagnosis to a renewed life. This is about as real as it gets. Kathy opens up about how facing a presumed death sentence at 25 shaped her perspective on living fully in the present.Join us as Kathy and Karen explore:The importance of "shedding" old habits and embracing new changes at [00:11:16].Practical tools for managing personal and professional change at [00:15:16].Insights on preparing for life's inevitable transitions at [00:31:16].Maintaining a positive mindset in challenging environments at [00:26:00].Tune in for a conversation that combines practical wisdom with an inspiring personal story, offering valuable life lessons for everyone.Resources:“The Power of Now” by Eckhart TolleConnect with Karen Coyne: Clarity Planningteam@raymondjames.com301-739-7002LinkedIn: Karen Coyne, CFP®X: @karencoyneYouTube: @karencoynecfpInstagram: @moneywithoutmathConnect with Kathy Dempsey: Linkedln: Kathy Dempsey, CSP, RN, MEDCompany: Keep Shedding IncYoutube: @keepshedding609-897-9442About Karen Coyne: Karen Coyne, CFP® is the founder of Clarity Planning, an independent financial planning practice at Raymond James.She is a financial advisor to entrepreneurial physicians and professionals who value their time, wellness, and relationships as much as any other asset. She serves as a guide and sounding board for her clients, helping them make sense of how their money will best serve their vision and values. Karen is also a financial author and writer, with articles published by Medical Economics, Physician’s Practice, and DentistryIQ.com. She is the podcast host of MONEY WITHOUT MATH (formerly Fresh off the Vine), and loves to explore the myriad of ways that finances intersect with so many other aspects of our lives.About Kathy Dempsey:Kathy Dempsey is a former ER trauma nurse and hospital administrator who became a certified change management speaker, CSP, and award-winning author.She has had the honor of being voted one of the Top 5 Healthcare Speakers twice. In 2015, she founded THE SHEDDING REVOLUTION and has become a highly requested keynote speaker for both in-person and virtual events. Additionally, she was the first healthcare worker ever diagnosed with HIV in the 1980s.Her main passion is equipping individuals and organizations with essential SHED skills to navigate change, improving employee engagement, retention, customer experience, and communication.