The Angel Next Door

What’s the secret to building financial resilience as an entrepreneur—and how do you make sure you’re never caught off guard by life’s curveballs? In this episode of The Angel Next Door Podcast, host Marcia Dawood sits down with financial strategist Leah Williams to tackle these questions head-on, exploring how proactive financial planning and tax strategies can empower you to take control of your wealth journey.Leah Williams brings her story of personal financial transformation—after weathering divorce and witnessing the power of good planning through family loss—to offer practical advice that goes beyond the basics. Her firm, Savvy Financial, is built on a mission to help people, especially women, become confident in their financial decisions, teaching them about insurance, investments, and the hidden levers of tax efficiency.From leveraged charitable deductions to accelerated depreciation and creative ways to involve family in your business, this episode is loaded with real, immediately useful strategies that anyone can apply. If you want to make smarter choices about your financial future and get inspired along the way, this is the episode for you. To get the latest from Leah Williams, you can follow her below!https://www.linkedin.com/in/leah-williams-chfc%C2%AE-clu%C2%AE-wmcp%C2%AE-aa007595/ https://www.savvyfinancialllc.com/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comDo Good While Doing WellLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/Pinterest: https://www.pinterest.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

What does it take to turn personal adversity into a transformative entrepreneurial vision? On this episode of The Angel Next Door Podcast, Marcia Dawood sits down with Kristin Thomas, founder of the Marble Collective, to explore the intersection of personal legacy, financial empowerment, and the urgency of creating spaces for women leaders to shine. This conversation sparks essential questions about how our life experiences shape the opportunities we pursue—and the lasting impact we hope to leave.Kristin Thomas brings a remarkable mix of personal resilience and professional drive to the table. With a background in psychology, real estate investing, and brokerage, her journey is deeply rooted in learning, adapting, and overcoming setbacks—including profound financial loss early in her life. These formative moments ultimately inspired her to launch Marble Collective, an AI-powered platform designed to capture, amplify, and preserve the digital legacy of women leaders, making their wisdom and achievements accessible to future generations.In this inspiring episode, listeners are invited behind the scenes of Marble Collective's mission to unlock and scale the influence of women role models, redefine digital legacy, and disrupt traditional social platforms. Kristin Thomas reveals how Marble stands apart from networks like LinkedIn, automating the creation of rich media portfolios and personalized learning experiences that foster authentic dialogue, not just self-promotion. This episode is a must-listen for anyone passionate about empowering women, building lasting community, and leveraging technology to amplify voices that have historically been marginalized. If you believe in the power of legacy and innovation, you won't want to miss this conversation. To get the latest from Kristin Thomas, you can follow her below!https://www.linkedin.com/in/kristin-thomas-1092a01b/ https://www.marblecollective.com/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comDo Good While Doing WellLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/Pinterest: https://www.pinterest.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

In this special episode, Marcia reflects on the biggest themes, turning points, and lessons from the back half of 2025. This season, the Angel Next Door community explored what it truly means to build wealth—from rewriting personal money stories, to making intentional, values-driven investments.You'll hear how the podcast has expanded to cover not just angel investing, but also other wealth-building strategies like real estate and alternative assets—always with a focus on access, education, and empowerment. Marcia shares why the show added "Wealth Reimagined" to its name, and reassures listeners that angel investing will remain a cornerstone of future episodes.Whether you're an aspiring investor, experienced founder, or looking to redefine your relationship with money, this episode is packed with inspiration for a wealthier, more intentional new year.Key topics:-Rethinking what wealth means-Spotlight on angel investing and real estate-The power of community and education-Rewriting your money story-Angel Next Door’s “Wealth Reimagined” rebrandSubscribe, share, and join us in 2026 for more practical insights, empowering stories, and bold new conversations! Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comDo Good While Doing WellLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/Pinterest: https://www.pinterest.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

In this special episode, we revisit the most compelling themes and insights from the first half of the year on the Angel Next Door podcast. From innovative approaches to investing and the growing influence of donor-advised funds, to authentic conversations about money mindset and the realities of entrepreneurial resilience, this wrap-up highlights the ideas and lessons that set the tone for 2025. We also reflect on the value of education, community, and adaptability in both business and personal growth.Tune in to get high-level takeaways and prepare for Part 2, where we’ll spotlight standout stories and moments from the back half of the year!Highlights:The evolution of impact investing and philanthropic capitalHow money conversations and mindset shape our decisionsResilience and adaptability in entrepreneurshipMacro trends in innovation and investingThe importance of education and supportive communitiesStay tuned for Part 2, featuring more stories and actionable lessons to carry into the year ahead! Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comDo Good While Doing WellLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/Pinterest: https://www.pinterest.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

What makes a founder’s story truly unforgettable—and why does it matter when pitching to investors? This episode of The Angel Next Door Podcast explores how the art of storytelling can be the determining factor in whether entrepreneurs win support for their ventures.Our guest, Jessica Mastors, is a storytelling coach who leverages neuroscience and practical experience to help founders craft meaningful narratives. Her own journey began with a leap of faith to India and grew into a career guiding others in communicating their motivations and visions with impact.In this engaging conversation, Jessica Mastors and host Marcia Dawood unpack why stories stick in our minds, how to avoid common founder mistakes, and what really builds trust with investors. If you want clear, actionable advice on storytelling that goes far beyond jargon, this episode delivers practical tools and fresh insights for anyone who want to connect, persuade, and inspire. To get the latest from Jessica Mastors, you can follow her below!https://www.linkedin.com/in/jessicamastors/https://www.jessicamastors.com/https://www.jessicamastors.com/story-studio Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comDo Good While Doing WellLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/Pinterest: https://www.pinterest.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

What happens when entrepreneurial success results in a web of investments, assets, and stories that grew too complex for any one person to manage? This episode of The Angel Next Door Podcast dives into the often-overlooked challenges of building and preserving a family legacy while maintaining clarity and order for generations to come.Our guest, Josh Kanter, brings firsthand experience from growing up as the son of a legendary tax lawyer and later managing his family’s highly intricate financial affairs. His journey through the legal, venture, and family office worlds inspired him to create Leaf Planner—a tool designed to help families and entrepreneurs untangle their personal and financial complexities.Listeners will gain a high-level playbook for managing investments, capturing important family stories, and laying the groundwork for true multi-generational success. Josh Kanter and Marcia Dawood offer practical steps and compelling anecdotes, making this a must-listen for anyone looking to streamline their legacy and protect what really matters. To get the latest from Josh Kanter, you can follow him below!https://www.linkedin.com/in/joshua-kanter/https://leafplanner.com Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comDo Good While Doing WellLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/Pinterest: https://www.pinterest.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

What does it really take to break through the myths of entrepreneurship and build a financially independent life—especially as a woman? In this eye-opening episode of The Angel Next Door Podcast, host Marcia Dawood invites listeners to rethink traditional notions of wealth, investing, and risk-taking by exploring the power of money mindset, resilience, and strategic investing.Our guest, Bernadette Joy, is a first-generation Filipino American, acclaimed author of "Crush Your Money Goals," and an entrepreneur who’s achieved financial independence by age 40. As a life and money coach, Bernadette Joy opens up about her unconventional path from paying off $300,000 in debt to mentoring the next generation of women investors and entrepreneurs. Her journey is shaped by personal experience, a mission to help others overcome financial misconceptions, and a passion for demystifying the road to millionaire status—especially for women and communities of color.This episode dives deep into actionable strategies for getting your financial house in order, understanding the realities of angel investing, and building businesses designed for both growth and early retirement. Bernadette Joy shares candid stories—both successes and failures—offering a rare, honest perspective on what it means to curate your accounts, invest with intention, and heal your “money wounds.” Whether you’re an aspiring investor, established entrepreneur, or simply looking for practical financial wisdom with heart and humor, this is a must-listen conversation that will inspire you to reimagine what’s possible for your financial and entrepreneurial journey. To get the latest from Bernadette Joy, you can follow her below!https://www.linkedin.com/in/bernadebtjoy/https://www.crushyourmoneygoals.com/ https://a.co/d/1KJRwvJ - Crush Your Money Goals Bookhttps://www.instagram.com/bernadebtjoy/  Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comDo Good While Doing WellLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/Pinterest: https://www.pinterest.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

What does true gratitude look like for entrepreneurs riding the highs and lows of building something new? In this Thanksgiving episode of The Angel Next Door Podcast, Marcia Dawood prompts listeners to rethink gratitude—not just as a holiday tradition, but as a daily practice that fuels resilience and community in business.The episode spotlights insights from former guests: Nicola Corzine on the courage of founders and what makes entrepreneurial ecosystems thrive, Melissa Houston on embracing financial success, Dillon Baxter on navigating high-stakes challenges, and Kelly Ann Winget on breaking barriers in the investing world. Each story reveals how appreciation for both wins and setbacks can power growth and innovation.This is a must-listen as Marcia Dawood celebrates the 150th episode with a heartfelt gratitude exercise, reminding us to value not only big achievements but also small acts of support that keep us going. It’s an inspiring listen for anyone pursuing their business dreams with purpose and heart. Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comDo Good While Doing WellLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/Pinterest: https://www.pinterest.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

What makes some cities flourish with entrepreneurial activity while others struggle to get started? This episode of The Angel Next Door Podcast dives deep into that question, as host Marcia Dawood welcomes back Nicola Corzine, CEO & Executive Director of the NASDAQ Entrepreneurial Center, to reveal powerful new research on the factors that drive innovation economies forward.Nicola Corzineis a leader in helping entrepreneurs worldwide, with a decade of experience in building communities, designing free programs, and rallying support from top foundations. In this episode, she shares the Center’s latest findings from a five-year research journey, spotlighting the data and stories behind the top-performing U.S. regions for high-growth entrepreneurship.Listeners will hear the real ingredients for building a thriving innovation ecosystem—from angel investor networks and supportive policy makers to the vital role of education and industry diversity. This episode is a must-listen for anyone who cares about entrepreneurial success, economic development, and creating communities where everyone has the chance to rise. Listen until the end to see if your city made the list! To get the latest from Nicola Corzine, you can follow her below!https://www.linkedin.com/in/nicolacorzine/https://nasdaqcenter.org/Nicola's Previous Angel Next Door Episode - Revolutionizing Startup Support: Insights into Angel Investing and Entrepreneurial Empowerment Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comDo Good While Doing WellLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/Pinterest: https://www.pinterest.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

What does it really take to build wealth? Could the answer lie beyond traditional investments and into the realm of alternative assets and creative financial structuring? This episode of The Angel Next Door Podcast digs into that very question, challenging listeners to rethink what successful investing looks like in today’s ever-changing economic landscape.Guest Kelly Ann Winget, founder of Alternative Wealth Partners, brings a myriad of experience from five generations in oil and gas and over 250 private placements. Her innovative approach encompasses everything from managing diversified private equity funds to investing in sustainable consumer products, ammunition manufacturing, and even a Jamaican coffee farm—all while keeping a laser focus on tax strategy and long-term financial growth.Together, Marcia Dawood and Kelly Ann Winget unpack the nuts and bolts of alternative investments, the critical importance of tax credits, and what fund managers often overlook when serving individual investors. This episode is essential for entrepreneurs and investors ready to push past conventional wisdom, gain insider insights, and discover practical ways to maximize their wealth and investment impact. To get the latest from Kelly Ann Winget you can follow her below!https://www.linkedin.com/in/kellyannwinget/ https://www.kellyannwinget.com/https://a.co/d/9HERqTl - Kelly's Book - Pitch the Bitch: Grab your Financial Future by the Bags Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comDo Good While Doing WellLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/Pinterest: https://www.pinterest.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood