Intro: [00:00:00] Welcome to the Jenna Brown Show. I am Jenna Brown, psychic business strategist, wealth Energetics mentor and subconscious healing expert. The guide for women who are scaling to 6, 7, 8 figures in their business and who are done playing small with their power, their money, and their visibility, who have a deep inner belief that they get to have it all.
This is a space where strategy meets the subconscious where money becomes clean and where you learn how to expand your field of influence without burning yourself out or betraying yourself. Contrary to popular opinion, we talk about wealth, leadership, identity energetics, and what it takes to actually hold the type of money, the type of business and reality that you are calling in.
Clients cash, impact, desire. We talk about it all here. If you're ready to move beyond the hustle, beyond the proving and into overflow, that feels grounded, embodied, and [00:01:00] sustainable. You, my friends, are in the right place. Let's begin.
Jenna Brown: everyone. Welcome back to the Jenna Brown show, the overflow season. I'm so excited because I have a sweet friend here, Allie, with me representing her and her business partner, Hannah. Hello, Allie.
Ali Markulis: Hi Jenna. Thanks for having me. So excited to be here.
Jenna Brown: Okay.
We're gonna start out, obviously you sharing with us your business, your company, what you do, and who you help. So they can just know right away. This is an episode I need to be tuning into.
Ali Markulis: Happy to. So my name's Allie, my co-founder. Hannah is unable to be here, but she says hello. We run a wealth management firm for female founders and high level women.
And so what that means is we help. These business owners become wealthy beyond their businesses. I think so often when we're building something, it can be our baby, and we forget about why we started it in the first place. And so we really work to [00:02:00] help women align their money with the impact that they wanna make in the world.
Jenna Brown: Oh my gosh. Okay, perfect. so those of you guys listening. This is the whole concept when we talk about overflow. We're not over here saying, hi, this is how you make $1 in your company. We're not having the conversations that so many people are having online right now of just the bare basics of how do I.
Run a business. How do I start a business? Yes, I have many offers for you in that. But really I was directing this season of the podcast towards overflow practices. All of the things that I was looking for online. And I'm like, I don't see anyone talking like this. All I see is people talking about essentially survival strategies, like how do you make money? How do you build your business? But what happens beyond that moment of I have a business that's built, it's steady, we're good, we're not in survival, we're eating like we are. Well, but now we're starting to build long-term generational wealth, which always brings up the questions of well, do I manage my [00:03:00] money? Do I hire people to help me manage my money? And also all of the stuff that I have found in my process of wealth building that I am mastered. I always say this, and on this season of the podcast, I've mastered cash flow, but I am still mastering in this season of my life wealth building, right?
Long-term generational wealth building. So will you talk for a minute on that of the difference between the two, what you've seen and where you guys come into play?
Ali Markulis: I am gonna pull from a podcast I literally listened to this morning, but she was just sharing, it was the Jamie C show and she was just sharing about how our bodies don't always feel comfortable with change, and subconsciously when something changes in our wealth.
We try to revert back to what's comfortable. So let's say you've mastered cashflow, but all of a sudden you have so much money in your bank account and that feels uncomfortable. So naturally, to get our body back into a state of comfort, we might go out and [00:04:00] spend, we might go and put this in an account that we don't look at.
We hide it from ourselves. So. The process of allowing yourself to build this impactful generational wealth. It's really getting comfortable with this new idea of managing your money and getting yourself into a place where you can accept more and make sure you're handling it well. A lot of that comes back to.
Trusting yourself in the process. It doesn't have to mean trusting yourself to do all the research. Maybe it's trusting yourself to hire the right person, trusting yourself, that you have good judge of character, that you can trust somebody and that they can help you build, you know, the wealth that you wanna build and create the impact that you wanna create.
Jenna Brown: Hundred percent. And I feel like something I love about you guys is obviously you're both females and you founded this company to really support [00:05:00] females creating their wealth and letting their wealth go longer , and further and letting their money work for them. Will you share with us the story of how you guys got here, how you started the Wealth Collaborative?
Ali Markulis: of course. I, I love bragging about my business partner, Hannah, so I'm excited to share how we met. So Hannah and I both have corporate backgrounds. We were in the good old boys club supporting the ultra ultra wealthy. So think somebody with hundreds of millions of dollars in their bank account, people who have already exited their businesses are maybe approaching retirement, things like that.
So I had gotten to a point in my career where I was feeling like I was good at my job, but not fulfilled. It was like. Maybe I should go become a teacher or something so I can feel like I'm making an impact in this world. And I had a career mentor that was like, well, what's important to you? What parts of the job speak to you?
And I was like, well, there are a, are a are a lot of women underserved, especially women [00:06:00] who are making money and aren't included in the conversation and aren't treated with the respect that they deserve. And she's like. you need to meet. Hannah and I had made the decision at that point to quit my job. Hannah had gone through her own journey of.
Being in the good old boys club and finding her way out and starting the wealth collaborative and getting in the rooms with female founders, and she was at the point where she was like, I can't carry this mission out alone. I just need somebody to do it with me. She felt that in her gut. I'm at her two days before I quit my job.
She was like. Okay. You fell out of the sky , I'm gonna support you. If you wanna start your own thing, I'll help you, but I want you to become my business partner. And
Jenna Brown: I love it.
Ali Markulis: We call it 90 day Fiance, but really it was two week fiance. I am from LA and me and my fiance hopped in a plane and went to St.
Louis, Missouri, where she's from, and the rest was really history. The moment I [00:07:00] met her, I was like, yes, we're doing this thing.
Jenna Brown: Oh my gosh, I love it. And you guys work in well mesh well, so well together is what I'm trying to say. I've obviously met both of you in person and the personalities definitely match up.
I would love well, I feel like I wanna go back to speaking to where you guys come in, where is a woman at in the business journey? 'cause I think one of that was, one of the things for me too was like. Okay, when am I hiring someone for help? Because I know basic money management strategies. It's not like I'm like, oh, I have no clue how to do anything.
But when do we start thinking, I wanna diversify this money? And also maybe no. Yeah, just start there.
Ali Markulis: of
course. I think there are the fundamental basics that we all need to do, and that is having an emergency fund, right? That's three to six months of your expenses set aside so that if anything happens, you can use that.
We also wanna start paying [00:08:00] down our high interest rate debt. So I'm not talking about your mortgage, I'm talking about your credit cards. If you're somebody who's carrying a lot of debt, you're gonna wanna prioritize paying those down before you start really, really taking advantage of some investment accounts.
The reason for that is if I have cash, that is costing me 25%. To make that money work for me. If I have cash in the bank account, I have to make more than 25% in the markets.
we can say the market's doing that well, but historically you're gonna get around a 10% annualized return.
So those are the two things that I would love for people to do before working with us. It does not mean I'm going Dave Ramsey on you. I'm not saying all that is bad. Absolutely not. But what I am saying is you wanna make sure you have money left over where we can really deploy that [00:09:00] strategically. Hannah and I then come in and you're like, okay, great.
I have my emergency fund, so I'm protected and I'm not focused on short term needs, like just paying off some credit cards. Yeah. Now I have time and space and energy for this long term strategy. Now, Hannah and I go back to the very beginning and. This all goes back to money story and how you feel about money.
Women are a lot different than men. We like to align things with our values. Yeah. And we're very empathetic creatures. We wanna feel like our money is doing good. And so how we do that is get to know you and get to know what you actually care about. So. Maybe you're somebody , who never had kids, and you're like, it's really important for me to see the world, and so in two years I wanna take a sabbatical.
Your financial plan is going to look a [00:10:00] lot different than somebody who has five kids, and their main goal in life is to make sure they have more than what they had, right?
So, yeah, I love that all about connecting back to what we really care about.
Jenna Brown: I love that. And I was just thinking, I remember when I kept plateauing my income in the business at really just survival money where it was like, okay, you're making enough to live.
Not like, oh, I'm, without, but like, cool, we're good. I just kept hitting the same wall. And I remember one of my mentors at the time saying, well, we need to go bigger. What do you do beyond this moment? What are you giving back to? What do you care about? And I literally didn't know, I was saying things, I was regurgitating stuff that I should care about.
Oh yeah, I say it for my kids' college. But honestly, I'm not that motivated to save for my kids' college. Or it would be like, oh yes, I should, blah, blah, blah, blah, blah. And it's been so interesting to find workarounds for my own brain and nervous system to be like, no, you do care about this aspect of it.
But does that make sense what I'm saying? Finding [00:11:00] what you actually care about, especially if you were raised by people that only were in survival that didn't build long-term wealth, and you've never seen that like me. Has been a journey it like almost doesn't even have a category of should or could or anything.
, How would you like, I mean you don't have to give all your secrets away, but how would you support somebody in that conversation with themselves of , how do you figure out what you actually do value with your money?
Ali Markulis: such a great question, and the feeling of plateauing and feeling stuck and not sure what to do can be so hard, especially in this digital age where we can see what everyone else is doing around us.
But in that, I really do feel like. Sometimes we don't have the space to get asked the questions.
And meeting with someone like our team who can say, oh, okay, so you were in survival mode growing up. What has that manifested to be in your life? You'll be surprised how much your money tells [00:12:00] his story.
Absolutely. So if you are overspending on things you don't need. That's telling us something and that's giving us feedback. Money is really such good feedback and it's a tool, and when you start viewing it that way oh, I cannot get past a hundred K in revenue a year, like what? This is my third year.
Why is that? It's signaling to you that something has to shift. Now, I'm not obviously an expert in your business, but I'm sure , there's something that came over you that was like, I either am maybe holding onto control too much and I need to delegate, or, you know, there's so many things that could be, that can get you outta that situation, but sometimes it's just having this space to talk it out.
Jenna Brown: For me it was if anybody's listening, they're like, how did you get outta that? It was, I love excitement, but I value predictability. It's probably [00:13:00] 'cause I'm neurodivergent, so like the DH ADHD side of my brain is I need spontaneity.
But the autistic side of my brain needs to be planned spontaneity, if that makes sense. And I had a mentor, a different mentor at the time who kept being like. If you want just like a hundred K month to fall out of the sky, then just have it. And I was just like, I don't think I want that.
I don't wanna go from, at the time, $20,000 a month to a hundred thousand dollars and then go back to $20,000 the next month. And I was kind of making myself wrong or bad for that in my mind because in this industry you should just Have the highest cash months ever, and that's what you should prioritize.
But there was this part of me that didn't want that type of dysregulation. I didn't wanna feel like I was starting over the next month. I didn't wanna feel like, oh my God, it was just a one-time fluke and then I was trying to get back to it, if that makes sense. And so for me, the shift was I did try things like, I care about.
Investing in this and this, but I actually didn't care. Again, it was kind of just I don't know, it all felt weird and intangible to me, but it was actually [00:14:00] me getting my monthly recurring revenue on board with doubling that. So when I thought about the fact of my monthly recurring revenue is at 30,000 a month, then even if I hit a $60,000 month the next month, I still have 30,000 no matter what.
where I was at monthly recurring, it was too far of like a come down moment, if that makes sense. And so when I raised that bottom line number one, I hit that number within two weeks. I got that monthly recurring revenue up and it's been up and above that ever since. But the thing that I was being told was wrong was like, just be open to surprise.
I was like, at the end of the day, I don't know if you've ever met anybody. My daughter's autistic as well, and she hates surprises. She like plans for disappointment from a surprise because she doesn't like this, ramp up energy. And I was like, everyone's telling me I should want that. But I didn't want it.
So actually that's how I've got a lot of my nervous system on board with long-term wealth building ideas and practices in [00:15:00] general has been trying to figure out what is the system that makes me feel safe and regulated and not the one that makes me go cool. I had this huge high month, but now I have nothing to show for it.
And if we think of long-term wealth building, we really have to be in those mindsets. I would say. I would think you would agree of this isn't a short term gain always. It's a different type of dopamine. I talk about dopamine a lot. It's a different type of dopamine from having this 200 K cash month in your business.
Like cool. And also if you don't trust yourself, that money's flying out of your account promise. It's gone. And then you're gonna hate the shit out of yourself. And sorry if that's already been the people that are listening and they're like, damn, stop reading my diary. But I see it happen all the time.
It's like this huge influx, ah, I don't trust myself. I don't know what to do with it and I don't have a proper system to manage it. And then it's just flying out. So while that's cool, and I think flashy, at least in the coaching industry, it's not actually great for long-term wealth [00:16:00] building of prioritizing these huge dopamine hits rather than what is the system that holds you, no matter if it's a high cash month or a low cash month in the business?
And how do we become long-term generational wealth builders that say, cool, I'm gonna buy a piece of property every single year or every three years, or i'm gonna have somebody doing my stocks for me and my investments, and maybe I only have X to put into it now, but in five years from now, that number is gonna grow.
Ali Markulis: I love that you are a strategy person. When you say systems, I hear strategy. Yeah. Like it all started to click for you when you had a strategy of what was gonna be happening with this money. and it's so funny too, what you say about surprises. I am so similar to you.
I'm like, okay, I like surprises, but I have to know what shoes I'm wearing. if I'm getting surprised with an amazing dinner, I'm wearing heels. If I'm getting surprised with a hike, like I need comfortable shoes, like there's always guardrails to [00:17:00] these influx of cash or. These things that you know are miracles or happy moments in our businesses.
We want those guardrails. We desire having some sense of control. And it's really funny 'cause if you're listening and you're someone who maybe said, screw it to the corporate world, you lived in this. Structure that you didn't agree with, you transitioned and we're so excited to be free of, of it. The sales sell of structure.
Yeah. And what we find is that we need one, yeah. We need some sense of structure or otherwise. These things that are happening in our business, in our lives are not gonna serve us well.
Jenna Brown: you literally don't grow and I would say like too, if I look back at what I was avoiding was actually feeling disappointed in myself in shame because I didn't have that experience.
But I knew unconsciously, if I did have a random $100,000 month, but then went back to let's say a [00:18:00] $10,000 month the next month that with monthly recurring revenue and all of that money flew out of my account. I would feel like shit, I would feel disappointed in myself and I would feel shameful.
Right? And so there was so many things that like now I look back a hundred percent. It was when I started practicing profit first as the management tool in the company. That was the same time. And then two, prioritizing the monthly recurring revenue. And it was like I was becoming this person and maybe this doesn't resonate for everyone.
I didn't come from money. We came from like a hardworking quote unquote, blue collar family. My dad was a fireman. He was a carpenter. He was like, we work hard in our family. That's what we do. And it's not that he didn't have retirement. He did, he does have some money in stocks.
His net worth is probably a million dollars now. But I was never told any of this stuff. I was just like, women don't work. Don't worry about it. You can't understand money, and so it's constantly been this journey of me. Becoming that version of myself. Well, how do they think?
Like, [00:19:00] how do wealthy people think? So I feel, you know, coming to you guys for everybody listening as financial advisors, one who are female and not like old men who are gonna shame you. Can we just talk about that for a minute? What are people's perceptions of what you do and how are you not that?
Ali Markulis: we're not old men. One thing I do wanna touch on, and then I'll share what it's like working with a female, but you said something really, really smart. I wanna point it out. It's that revenue. Is this big shiny number, but it's not the same as profit.
So in our firm, we focus on becoming rich beyond revenue, and that means the top line, you're looking at everything before your expenses. Your revenue number is a million dollars, but you have a million dollars in expenses. Your profit is zero. And trust me, I'm sure to scale to a million dollars in revenue is no joke.
So you are running [00:20:00] in circles and it is tough. You're on the treadmill to get to that profit number. You do have to be aware of, of your numbers, and w. It's not all about cutting expenses, but when your, when your revenue goes up, it's okay, maybe I don't need shiny object syndrome right now. What am I gonna do with this profit?
I'm gonna take it as the business owner and invest in something that's gonna help support my life. So, just wanted to touch on that because. Brilliant. , She's not chasing revenue. And trust me, if you're on Instagram and you see people shouting out numbers, a lot of the time they're just quoting their revenue, so
Jenna Brown: A hundred percent. And I do it too because I know how the ego works and it's you wanna see that I have made money in the company, but I'll say I'm always like, hi, this is sales or this is cash. People also do that in this industry. I made $8 million today while I was. Eating breakfast and you're like, this was like all sales and I don't know if I [00:21:00] believe you, but versus the difference between sales and cash and.
Also I don't think it's sexy anymore when I see somebody saying, I'm making tons of money, but when someone like flashes their net worth, I'm like, Ooh, I want that. Like I'm in my net worth building season. So I'm like, oh my God, that's so sexy, because that tells me you actually know how to manage it or have somebody managing it for you beyond just like I know how to sell.
Ali Markulis: Yes. And when Jenna says net worth, she's saying all the assets that she has, minus all the liabilities that she has equals net worth. Mm-hmm. So if you're growing that number, that means your assets are doing what they do and your liabilities are strategic. So. You have maybe an awesome mortgage or you took on an investment property that saved you money in taxes, and you have a good mortgage on that too.
Like your bottom line is moving up, which is what we all strive to do and continue to do, so I [00:22:00] love that for you. Amazing.
Jenna Brown: Wait, what was the question I said before and we didn't answer it.
Ali Markulis: you said something about what's it like being a female?
Jenna Brown: the difference between what do people perceive and then how are you not that? Or are that,
Ali Markulis: yeah. So. Both Hannah and I come from the male dominated industry, and if you're driving in your car and you look out the window, everything is telling you that women don't belong In the conversation you see Charles Schwab, male name Edward Jones, male name.
The list goes on of all the men's names on the financial institutions. You know, true down the street. So the first thing is we wanted to make sure that we signal to women that you belong in the conversation. And with that, you'll see , our branding speaks to female and how we operate speaks to females, which is aligning everything with your values, taking [00:23:00] time to understand who you really are.
And have the conversation, ask the questions of why, why are you building your business? Okay. And once we get some answers to those questions, I think the most true form of femininity is being able to accept support. I don't think it's diminishing your badass boss girl energy. I think it's okay. I'm gonna lean into my feminine a little bit.
The finance stuff is not my avenue, but I am an absolute genius in my zone of genius. So you brought up shame and we see that a lot with women around money, and I've been really learning about its connection to humility. Shame is I feel really bad that I don't know [00:24:00] something. I feel insecure in myself.
I should have known this. Humility is accepting that you have more to learn, and when you start approaching money with a sense of humility versus shame, you're able to tap into that feminine energy of accepting support, and it really truly does make you so much more powerful, I believe. That was my soapbox.
Jenna Brown: No, I love it. Okay. Something just came through when you were saying this about shame, and you also mentioned, we're not gonna go Dave Ramsey on you?
Ali Markulis: did. Yeah.
Jenna Brown: Okay. I was like trying to think of what have we been taught about money and whose voices are in our heads and that type of thing as women.
What could people potentially be feeling before working with you or not working with you because they're failing it? I think you pointed out, I love that you gave a tangible of if you can come to us and you've paid off quite a bit of this high interest debt personally as well as the three to six month savings [00:25:00] plan.
Love it. And then let's talk Perfect. At that stage right there. I'm going to assume that people are, well, I guess I would just ask you, what are people feeling when they come to you, right then? Yes, they might have shame about the money story, but clearly they've been able to save money and they've been able to pay off debt and shift their relationship with that.
So like what are some of the common blocks or like headspace things around investing, hiring you guys, like that type of thing?
Ali Markulis: there's two types of people we see at that stage. One is they have a financial advisor that they don't hear from often.
Jenna Brown: Ooh.
Ali Markulis: And that is. of how traditional finance is designed, it's really designed to favor those who have all the wealth already.
And so it makes you feel like a really small fish in a big pond, but you're like, Hey, I'm over here killing it in my business. [00:26:00] I have money. I don't know what to do with, why aren't you paying attention to me? And mm-hmm. That's why at our firm, we really favor those people. We really say, Hey, you don't have to even have a dime in investments with us.
If you are somebody who favors real estate. We're a strategy first firm, so we will advise you on all the assets that make sense for you instead of just. Focusing on getting more money under our asset, under management, right? So I will say that type of person I totally value that you went out and sought help.
You have to find the person that works best for you if you're a business owner. Maybe you reinvest a lot of money back into your business, or maybe you have a big real estate portfolio that your advisor's not getting paid on, and so they're not calling you. Mm-hmm. It's not all about the money for all advisors, but I will say that's where we [00:27:00] find a lot of people, like, why haven't they called me in you know, two years?
And I'm like, it's just not the right fit for the type of assets that you have. Mm-hmm. And then. The second type of person I see is we are DIYing everything. Like we've plugged it into chat, GBT, we figured out we need a Roth IRA, we tried to open the account, we don't really know what stocks to invest in, and so it's in cash.
Mm-hmm. Or it's just in kind of like a mess of stocks or you know, maybe you're losing money in your portfolio, at that point. You have to decide what you value. If you value control more, or if you value delegating for expertise, staying in your zone of genius. You know, we work really, really hard for our money, and if you want it to do what it's supposed to do, why [00:28:00] not just ask for help?
But all goes back to that being willing to accept support.
Jenna Brown: I feel like this is such a huge thing though cause I can relate to this. As a woman, I feel like this is my whole last six months and it will just continue to be, I know I just hired a house manager to help at the house. I just hired a backend team.
I am getting all of my ducks in a row to be able to work with you guys, like all of these things and it's just been so interesting to watch myself and be like, I. Thought, which I always say as entrepreneurs, clearly we're control freaks. Why the hell else would we become entrepreneurs? Let's be honest, two, as women, we just do it better.
So we're like, well, we might as well just do it better than this person because you know, we just are that type of way. Let's just take on too much. But I found this energy as I continue to scale and grow and release control has just been so eye-opening. To watch, what I don't want people to see, which for me, I don't know if this is for everyone, but for me [00:29:00] it's been as I've hired people to look behind the curtain, which I feel like money is even more so like this for people is when you look behind the curtain, you're gonna see that I'm really messy.
whether it is my house manager is gonna see that I don't know how to close a fucking cupboard or close my dresser drawer or pick up after myself. She's gonna see that, or my team is gonna see that my creation process is really messy and I thought I was gonna do this, but I changed my mind and I'm gonna do this instead and da, da da da.
And I am used to my own creation mess. I kind of feel at least in my industry. Women are really good, at cash flow and upfront sales are like I'm really good at getting it to come in, but behind the doors I'm like, I have no clue what to do with this.
So if you open the door Ally and Hannah and you see what's behind here, you're gonna tell me I'm literally the worst you've ever seen. I do genuinely feel like that's a big block for a lot of women because money has been messy. For most of us, especially if you didn't come from [00:30:00] money or learn how to manage it.
Not to mention like most entrepreneurial people in general have ever really been taught good systems of managing money. And then yeah, high, we're all women. So like then the element of, we also have been held back from this space of growing long-term wealth. Oh, socks is too hard for you to figure out.
You know what I'm saying?
Ali Markulis: I just, the funniest story and relatable story popped in my head, but I truly believe perfect is unrelatable. And as women, we're always striving to be perfect. So me and my fiance started dating and I did the traditional, I was going on a date, I tried on 500 outfits and all the outfits were on my floor.
I rushed out the door and then I'm cool girl, and the cute outfit, whatever. We, we came home, he walked me up to my door and my apartment door had blown open. So we're thinking scary intruder. Oh my gosh. And he's big [00:31:00] man. He was in the military. He walks in like, I'm gonna protect you and make sure. And I said, I would rather get stabbed than you see my bedroom right now.
I did not let him go into my bedroom.
Jenna Brown: No,
Ali Markulis: no. I went in there, I was like,
Jenna Brown: I would literally rather die today than you see my bedroom.
Ali Markulis: Yes. And let me tell you, so many women act that way with their money. I would rather die. I would rather be freaking poor than you see my bedroom with all the stuff over the floor.
But guess what? Oscar and I live together now and I am not perfect. And if I'm running out the door, he sees, I'm a mess. Whatever. He loves me. I think with money, the first thing we do is we organize it for you. Hello. You're paying us to make you feel better. The first thing we do is figure out what there is to celebrate
Jenna Brown: and there's
Ali Markulis: normally, I
Jenna Brown: love that
Ali Markulis: there's normally a lot to celebrate.
Once you organize [00:32:00] everything, it's like, Hey, let's look at this beautiful, exciting thing. Here's your net worth. Wow. Look at what I've done. Yeah. Feel that for a moment. Yeah. And then we dive into okay, now there's more to do. Now that we feel so good about where we're at, let's add some gasoline on the fire.
So if you're listening and you're like, I'm never open that door, it will be better once you do.
Jenna Brown: Yeah, and I have heard from, I can't even tell you how many people, they avoid conversations with their financial advisors because one, they're all men, and two, because they make them feel horrible about themselves and they'll say, no, you shouldn't ever spend a literal dollar don't ever spend a single dollar on yourself, dah, dah, dah, dah.
I mean, I'm exaggerating, but pretty much. Or they're just, I love that you just said that like your approach is to celebrate first and then strategize, like celebrate, strategize rather than [00:33:00] tear you down or make you feel less than. And I do think that's a huge reason why women have historically avoided hiring people in your industry because they don't wanna feel that feeling.
Ali Markulis: Yeah, and I, I mean, Jenna, I can remember what connected us in the first place. We had a conversation about how women are so multidimensional and you're like, you know, they're, they're moms, their wives, they're business owners. They're doing so, so much. And I think if we try to do it all, I love that this is called like the overflow podcast series.
Like we will overflow and anxiety and in a bad way if we try to do everything by ourselves. And I think really it all comes back to accepting that help in areas , where we can,
Jenna Brown: you know what, I just had this image come through when you said that was, it's like our creek beds. Maybe were dry, like we're a creek, and the creek bed was dry and then we figured out cash flow and now the [00:34:00] creek bed is flowing.
Like we've mastered that and that's amazing. But we're like, I kind of want like a bigger creek bed. I wanna invite the whole multi-generational world to my creek bed. And like the answer is not to add more water. 'cause that just is, like you said, overflow in a bad way. But it's actually to expand the creek bed.
And then a lot like it becomes a bigger container for more water to flow through, right? If, if money is water in this scenario and you guys are part of that team to help people expand the creek bed for more money to flow through, I just feel like that is the vibe.
Ali Markulis: I love that and just digging where you can to expand.
Oh, now I have all these types of accounts, or all these assets that are working for me and the system is set up so when I receive more money, I mean, you can think of it like in the coaching world, sometimes you'll host a challenge and it'll be a really big [00:35:00] month for you. Or if you're a realtor and you sell a really big house, it's Ooh, scary big check coming in.
If you've expanded your creek bed, the money flowing in can go do what it's supposed to do, which just expands your impact
Jenna Brown: hundred percent. I love that.
Ali Markulis: That was great.
Jenna Brown: Oh, that was good. Okay. I wanna hear about your guys', just like your business experience building this business. You are getting married, Hannah's having a baby and has another little one too.
How have you been managing this as you guys have been building and growing? And what does this look like for you guys?
Ali Markulis: I will say going into year one is such a different feeling than going into year two. We're women, just like all of you who are, are building our business too. So we get, we get it all.
We get all the things. Year two is about really practicing what we preach. We have a lot of life happening this year. Like you said, I'm getting married. Hannah's having her [00:36:00] second baby, and so we're like, although we wanna grow and make sure we're serving as many women as possible, we also need to make sure Hannah can hold her newborn baby and get in a new routine and be flexible with change.
So one of the things we're doing this year is making sure that she has a maternity leave and is supported in that season. And also I'm gonna have a honeymoon. So we , are structuring the business in a way, and we go through all the things too of releasing control, accepting help. We're hiring.
So lots of exciting things this year in building a business, but it all ebbs and flows for all of us.
Jenna Brown: I love it. Okay. You said you're gonna share in the show notes your guys' checklist. You wanna talk a little bit about that?
Ali Markulis: absolutely. So we will share our wealth building checklist.
It's everywhere your money needs to go and in what order.
Jenna Brown: [00:37:00] Perfect.
Ali Markulis: These types of accounts. If you are DIYing, maybe it's something you look at and say okay, have I thought through these things? If you get to it and you feel frozen, we open all of these types of accounts at our firm. We implement all the strategies.
So feel free to reach out with any questions. I
Jenna Brown: love it. So yeah, grab that in the show notes everyone, and then I would love to just kind of hear you riff on. Just a message for the women who are right here. The river is running through the creek bed, but now it's time expand the bed, to let yourself trust people to, I love you said that at the beginning, by the way, like trusting yourself, your intuition, like your connection with people and resonating with someone and being like, no, I trust this person rather than an old crotchety man from.
Some firm that you're just like, who are you, Steven? Like why? You know, no offense to the Stevens out there, but like What would be like your just last kinda heartfelt message of [00:38:00] what's in store for them when they take this, this leap in trusting themselves.
Ali Markulis: I would say Grace is such a powerful tool.
Give yourself so much grace because it is something that can be so uncomfortable and know when you approach something like this, if you find the right person, the financial advisor, the wealth strategist, whoever it is, is going to know that their job is to be a translator. So if you are creative , artists, I'm gonna make sure I break down a strategy to you in the best way I can.
Using a pottery example, I might sound like an idiot 'cause I don't know anything about pottery, but, It is not your job to know everything, especially when you are reaching out for help and support. , This is like the cliche saying of if you wanna go fast, go alone. If you wanna go far, go with other people. many things that I need help with. My wedding would not happen without a wedding [00:39:00] planner. There's so many things, so give yourself the grace to go with people.
Jenna Brown: I love it. Well, thanks Allie for being here and thanks Hannah for your presence, even though you weren't here on the call.
We love both of you. Thanks for being here. Everybody grab the show notes. The checklist and then where can they find you guys on social media? I'll put it in the show notes too, but shout it out.
Ali Markulis: us at the Wealth Collaborative.
Jenna Brown: The Wealth Collaborative. Okay, amazing. Thanks Allie. So glad that you are here.
Thanks everybody for listening, and we'll see you next time.
Outro: Remember, overflow isn't something that you chase. It's something that you become available for, and you all know that I love When you pop into my dms, post an episode, come and share with me what you loved about it. Leave a review for me. That helps so much on the podcast side. Share this to your profiles.
Thank you ultimately for being here, being a part of this community, being a part of this [00:40:00] transmission and reality shift for us, for my children, for your children, and for generations to come. I love you all.
