
The Creators You’ll Be Learning From at FinCon 2025
These speakers aren’t just talking about it. They've built it.
Most of our speakers are money creators themselves—just like you. They’ve grown audiences, launched products, and built businesses with intention.

A FinCon OG, Pat Flynn took the stage at the very first FinCon in 2011—and he’s been busy ever since.
He’s built multiple thriving businesses, grown his YouTube channel to 1.6M+ subscribers (with 350M+ views), and launched the Smart Passive Income podcast, racking up over 80M downloads.
Pat is all about helping creators build sustainable, passive income streams, and this year, he’s bringing his insight back to the FinCon stage!
Don’t miss the chance to learn from one of the best in the business!
They’ve hyped us up and reminded us, year after year, why this community matters.
This year, these former FinCon hosts are back to help us celebrate 15 years of Money Nerds coming together.
Joe Saul-Sehy
Hosted: 2015, 2016, 2017
- The first official FinCon host
- Managed a spontaneous on-stage dance party (with rapper Dee-1)
- Interviewed speakers late-night talk show–style—with a desk and everything
Creator and Co-Host of the second-longest running personal finance podcast, Stacking Benjamins. Called Best Personal Finance Podcast by Kiplinger, Bankrate, and others, SB has won five Plutus Awards and one Academy of Broadcasters Award.
Before transitioning to financial media, Joe was formerly a financial planner.
More about Joe:
Joe Saul-Sehy
Stacking Benjamins
Paula Pant
Hosted: 2020 (virtual), 2021 (Austin)
- Has been a FinConner since the very first event in 2011
- Co-hosted our first-ever virtual FinCon (with Andy), helping the FinCon community feel supported, even from a distance
- Wore sequins. Every day.
Paula Pant is the host of the Afford Anything Podcast, which has more than 40 million downloads.
Her newsletter, First Principles, has 75,000 subscribers, and she is the creator and primary instructor of two courses, Your Next Raise and Your First Rental Property.
She holds a masters in economic journalism from Columbia University, where she was a Knight-Bagehot Fellow in 2022-23. She lives in New York City.
More about Paula:
Paula Pant
Afford Anything
Andy Hill
Hosted: 2020, 2021, 2022
- Introduced more speakers than anyone in FinCon history
- Also co-hosted our first-ever virtual FinCon (with Paula), bringing energy and warmth to an empty room when we needed it most
- Then welcomed us back in person the very next year
Andy Hill, AFC®️is the award-winning family finance coach behind Marriage Kids and Money – a platform dedicated to helping families build wealth and happiness.
Andy’s advice and personal finance experience have been featured in major media outlets like CNBC, Forbes, MarketWatch, Kiplinger’s Personal Finance and NBC News. With over 10 million podcast downloads and video views, Andy’s message of family financial empowerment has resonated with listeners, readers and viewers across the world. His debut book, “Own Your Time: 10 Financial Steps to Put Your Family First and Escape the Corporate Grind”, will be released in January 2026.
When he’s not “talking money,” Andy enjoys being a Soccer Dad, singing karaoke with his wife and relaxing on his hammock.
More about Andy:
Andy Hill
Marriage Kids and Money
Ericka Young
Hosted: 2022, 2023
- Co-led the most speaker intros & live Q&As in one year (with Andy!)
- Danced mid-session with a New Orleans Second Line–and crushed it
- Brought serious sneaker game to the stage (helpful for that dancing)
Ericka Young is a financial coach, author, speaker and trainer. She and her husband, Chris, didn’t just escape $90,000 of debt; they turned their story into a blueprint for others.
As the founder of Tailor-Made Budgets, Ericka has spent over 20 years helping families ditch debt and build brighter futures, with her clients collectively paying off millions in debt. Her down-to-earth, relatable approach makes tackling finances less scary and more empowering.
In her book Naked and Unashamed: 10 Money Conversations Every Couple Must Have (2017), Ericka teaches couples how to strip down their financial truth and build wealth together as a team.
And in January 2023, she and Chris launched their podcast, For Better and Worth, where they you don’t have to sacrifice your relationship while you build your net worth.
Ericka’s expertise extends far beyond individual coaching. She specializes in workplace financial wellness programs, equipping employees with the tools they need to take control of their finances while also training financial coaches to deliver faster, more sustainable results.
Ericka excels at designing and developing comprehensive training programs tailored for financial coaches in many different capacities, ensuring impactful and lasting success.
When she’s not crunching numbers, Ericka is living her best life as a recent empty nester. You’ll find her traveling the world with her husband of 26 years, devouring Audible books, or tearing up any dance floor she can find.
More about Ericka:
Ericka Young
For Better and Worth
Glen James
Hosted: 2023
- Our first international host (all the way from Australia!)
- Rocked a velvet jacket on stage—FinCon’s first
- When the Second Line rolled through, he was right there with Ericka, tossing beads to the FinCon crowd
Glen James is a former financial adviser, multiple best-selling author, and host of two of Australia’s top finance podcasts, ‘money money money’ and ‘Retire Right’.
With a knack for making money make sense, Glen helps everyday Aussies grow wealth, cut through noise, and take action with confidence, all with a dose of humour and real-world pragmatism.
More about Glen:
Glen James
money money money
Bernadette Joy
Hosted: 2024 + Women in Money 2024
- Only host to emcee two events in the same year
- Brought powerhouse energy (and a few K-pop references)
- Got the rare chance to host at NASDAQ in Times Square, inspiring real talk at Women in Money
Bernadette Joy is a nationally recognized money expert, educator, and speaker who went from over $300K in debt to millionaire status in her 30s. As the founder of CRUSH Your Money Goals®, she has taught thousands how to build wealth with confidence through her signature programs, media appearances, and corporate workshops.
A sought-after speaker at events like FinCon, Bernadette is known for making personal finance fun, actionable, and relatable—especially for high-earning professionals who want to break free from financial stress. Her work has been featured in Forbes, Business Insider, CNBC, and more.
When she’s not coaching or speaking, she’s helping her community invest for financial freedom and sharing her latest insights on YouTube and social media. Connect with her at crushyourmoneygoals.com to scale to six figures and beyond.
More from This Bernadette:
Bernadette Joy
CRUSH Your Money Goals®
Meet some of the creators and experts who’ll help you grow your content, impact, and income. More on the way!
Jillian Johnsrud
Retire Often
BIG IDEA: Grow Your Business Without Burning Out: The Power of Retiring Often
Big Ideas are short, powerful talks that spotlight ideas from within the FinCon community. They share thought-provoking perspectives, personal stories, or strategies that challenge and inspire.
In a world that celebrates constant hustle, what if the real key to growing your business was stepping away more often?
In her Big Idea talk, Jillian will explore the transformative concept of “retiring often” — taking intentional mini-retirements to recharge, gain perspective, and spark business growth. She’ll share how building breaks into your professional life not only prevents burnout but also unlocks time and energy needed to scale into bigger projects.
You’ll learn practical strategies to prepare your business for a month-long mini-retirement and overcoming common fears about stepping back.
Whether you’re a solopreneur, creative, or business owner looking for sustainable success, this talk will show you how taking time off can actually move you forward faster.
About Jillian:
Jillian Johnsrud never expected to be able to retire early, so she hatched a plan to retire often. At 40, she has taken over a dozen mini-retirements. These allowed her to pursue dreams like living abroad, traveling to 27 countries, adopting four kids (plus two biological kids), investing in real estate, and touring the U.S. in a camper.
Jillian’s the author of “Retire Often” and has taught, coached, and wrote about mini-retirements for almost a decade. She hosts the Retire Often podcast and is a popular speaker and consultant for mini retirements. She lives in Montana, where she spends time in the garden drinking tea.
More from This Speaker:
Ange Matthews
Happy Investor Method
Big Ideas are short, powerful talks that spotlight ideas from within the FinCon community. They share thought-provoking perspectives, personal stories, or strategies that challenge and inspire.
About Ange:
Ange Matthews is a nationally recognized investor, wealth educator, and founder of The Happy Investor Method®, where she helps first-generation wealth builders confidently grow their money through investing and happy money management.
After going from earning $40K a year with six figures of debt to building a portfolio of passive millions, Ange made it her mission to demystify wealth and make financial freedom feel doable for everyone.
Her approach blends emotional intelligence, sound investment strategies, and real-world results.
She’s taught thousands how to invest in stocks, real estate, and private equity—without burnout or overwhelm.
Ange has been featured on NBC, Nerd Wallet, Business Insider, NPR, and other national platforms.
Whether she’s leading retreats, speaking on stages, or hosting investor town halls, Ange makes money talk feel like a heart-to-heart.
More from This Speaker:
The Organized Money
YouTube AMA
Join us for an exclusive AMA (Ask Me Anything) session with a panel of established Personal Finance YouTubers! Whether you’re curious about growing your own channel, behind-the-scenes secrets, or tips for making the most of your long-form content, this session is your chance to practical tips straight from the pros.
Attendees will have the unique opportunity to submit questions in advance, so you can get answers to what matters most to you. Plus, hear their personal stories of how they turned their passion for finance into a thriving career and learn from their successes (and failures!).
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As a certified financial coach, accountant, financial therapist, and time management educator, Alaina Fingal is an expert at organizing personal and business finances. Known for her insights at the intersection of finances, productivity and organization, her work is guided by one simple idea: if you get organized you can achieve financial peace.
Alaina shares her easy approach to finances through videos on YouTube under her channel called The Organized Money. The Organized Money’s YouTube channel has amassed over 200,000 subscribers and 25 million views on the platform. In addition, The Organized Money has amassed significant audiences on Instagram (140,000), Tik Tok (45,000) and Facebook (40,000).
She serves on the Financial Expert Review Board for CNET Money and Money Digest and her work has been featured in Yahoo Finance, The New York Weekly, Wired, The Huffington Post, CNBC Make It and others.
Alaina lives in New Orleans, Louisiana with her husband Torrey and their two daughters Tori Michelle and Alyssa Jade.
More from This Speaker:
YouTube AMA
Inspired Budget
How AI Saves Me $2,500 Each Month
In this session, Allison will take you behind the scenes of her financial education business to share five AI workflows that have completely changed how she works. She’ll show you exactly how these tools save her thousands each month while giving her back precious time (and much less worry!).
You’ll learn how she uses AI to create content, handle customer questions, and make decisions without losing the genuine connection her audience loves. Allison will share her exact prompts and walk you through setting everything up step-by-step.
You’ll leave with ready-to-use templates for time-consuming tasks, clear ideas about where AI fits in your business, and confidence to start saving money and hours right away.
If you’re tired of watching your to-do list grow while craving more family time, or want to stop throwing money at problems AI could solve for pennies, this session is for you!
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Allison Baggerly is an author, podcast host, and founder of Inspired Budget. Her book, Money Made Easy, inspires readers to find a balance between enjoying their life and reaching their financial goals. As a teacher and small business owner, Allison combined her passion for teaching and finances to help others learn how to start budgeting.
Allison and her husband paid off over $111K of debt on 2 teacher salaries while growing their family. Since starting Inspired Budget in 2017, Allison has been able to retire as a teacher and take her desire to help others full-time. Now she is helping women all over the world get started with budgeting when they feel lost and overwhelmed.
Allison has built a community that turn to her for budgeting advice and inspiration to save more than they ever imagined! She also hosts classes on budgeting, saving money, and paying off debt. She loves teaching others how to take back control of their money.
More from This Speaker:
How AI Saves Me $2,500 Each Month
Master Money
Podcasting AMA
Curious about taking your show to the next level? Don’t miss this exclusive AMA (Ask Me Anything) session with well-established podcasters in the personal finance space! Whether you’re looking for tips on growing your audience or making your podcast stand out, this is your chance to ask the experts directly.
Attendees will have the chance to submit questions in advance, ensuring you get the insights that matter most to you. Learn about their personal podcasting journeys, how they approach content creation, and how they’ve turned their passion into successful businesses.
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Andrew Giancola is the host of The Personal Finance Podcast, a top 20 business and finance show on Apple and Spotify with over 15 million downloads and The Business Show. Every month, more than 400,000 listeners tune in for practical, relatable money strategies that actually work.
Andrew is also the founder of Master Money, a personal finance education brand that helps people automate their finances, build wealth, and reach financial independence.
More from This Speaker:
Podcasting AMA
Marriage Kids and Money
How I Make $10,000 Per Month as a YouTuber
Want to make a full-time living off of YouTube? Award-winning family finance coach and educator, Andy Hill, founder of Marriage Kids and Money, is sharing how he makes $10,000 per month as a YouTuber.
He’s breaking down his income streams and giving tips on how you can start building a solopreneur content creation business.
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Andy Hill, AFC®️is the award-winning family finance coach behind Marriage Kids and Money – a platform dedicated to helping families build wealth and happiness.
Andy’s advice and personal finance experience have been featured in major media outlets like CNBC, Forbes, MarketWatch, Kiplinger’s Personal Finance and NBC News. With over 10 million podcast downloads and video views, Andy’s message of family financial empowerment has resonated with listeners, readers and viewers across the world. His debut book, “Own Your Time: 10 Financial Steps to Put Your Family First and Escape the Corporate Grind”, will be released in January 2026.
When he’s not “talking money,” Andy enjoys being a Soccer Dad, singing karaoke with his wife and relaxing on his hammock.
More from This Speaker:
How I Make $10,000 Per Month as a YouTuber
Profitplug
Teach, Don’t Just Trend: Storytelling Strategies for Short-Form Video That Builds Trust
In a sea of recycled hooks and AI-generated scripts, standing out as a personal finance creator takes more than just following trends. It takes trust—and trust starts with storytelling.
In this tactical and inspiring session, short-form video pro Angelo Castillo shares how he uses real-life stories to boost engagement, connect with his audience, and grow a loyal following. You’ll learn how to move beyond generic content by using personal experiences, a repeatable strategy, and strong content pillars to create short videos that are not only relatable but effective.
Whether you’re posting Reels, TikToks, or YouTube Shorts, you’ll walk away with practical tools to make your content resonate—and convert.
Takeaways:
How Angelo used authentic storytelling to increase retention, spark engagement, and drive lead conversions—plus real data to back it up
A repeatable content strategy built around personal stories and clear content pillars
How to take viral or trendy ideas and reshape them into authentic, brand-aligned content
A simple storytelling framework to turn life experiences into educational short-form video—plus how to script stories that teach and still perform
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Angelo Castillo is a first-gen Filipino American who grew up struggling in school, unsure of his path, and without any real understanding of money. That changed when he stumbled into a summer side hustle—reselling garage sale finds on eBay. What started as a way to make a few extra dollars sparked a life-changing domino effect. He began self-educating on every aspect of personal finance: budgeting, entrepreneurship, investing, and more.
As his passion grew, Angelo started documenting his business and everything he was learning about money online.
What started as a passion project eventually turned into a full-time career.
Over the past five years, he’s built a community of over 1.7 million followers by sharing not just money tips, but the real, personal stories behind it. His content is known for being authentic, vulnerable, and grounded in lived experience—focused on helping others navigate money and identity with relatability, empathy, and authentic connection.
More from This Speaker:
Storytelling Strategies for Short-Form Video That Builds Trust
About That Wallet
First-Timers Orientation
Anthony Weaver —along with a few other FinCon vets— will help you feel confident, prepared, and maybe even a little ahead of the game at First-Timers Orientation.
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Anthony Weaver is the creator and host of About That Wallet, a podcast dedicated to helping the Sandwich Generation build strong financial habits.
Through easy-to-follow strategies and life hacks, Anthony empowers his audience to confidently spend money, make money, and talk about money with confidence while creating the life they deserve.
More from This Speaker:
First-Timers Orientation
CRUSH Your Money Goals®
Get Paid Six Figures To Go From Creator to Coach
Want to turn your content into consistent six-figure income without burning out?
In this session, Bernadette Joy breaks down how she went from a content creator to a highly paid coach, earning six figures annually while working fewer hours.
She’ll share her GET PAID framework, the exact steps she used to package her expertise, attract high-value clients, and create scalable income streams.
Attendees will learn how to monetize their knowledge beyond ad revenue and sponsorships, set premium pricing with confidence, and build a coaching business that aligns with their lifestyle.
Ready to level up? This session will provide actionable strategies to turn yrour audience into paying clients and your expertise into a thriving business.
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Bernadette Joy is a nationally recognized money expert, educator, and speaker who went from over $300K in debt to millionaire status in her 30s. As the founder of CRUSH Your Money Goals®, she has taught thousands how to build wealth with confidence through her signature programs, media appearances, and corporate workshops.
A sought-after speaker at events like FinCon, Bernadette is known for making personal finance fun, actionable, and relatable—especially for high-earning professionals who want to break free from financial stress. Her work has been featured in Forbes, Business Insider, CNBC, and more.
When she’s not coaching or speaking, she’s helping her community invest for financial freedom and sharing her latest insights on YouTube and social media. Connect with her at crushyourmoneygoals.com to scale to six figures and beyond.
More from This Speaker:
Get Paid Six Figures To Go From Creator to Coach
Long Term Mindset
This SIMPLE Funnel Generates $300 Every Day
Discover the surprisingly simple funnel that generates $300+ in revenue every day. In this workshop, Brian will walk you step by step through setting up this easy yet powerful funnel, showcasing proven tactics for making an offer, nurturing leads, and driving conversions.
Whether you’re a total beginner or an experienced online entrepreneur, this session will give you everything you need to launch, optimize, and scale your funnel for consistent, predictable income.
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Brian Feroldi is a financial educator, YouTuber, and author. His career mission statement is “to demystify the stock market.” He loves to help other people do better with their investments. He has written over 3,000 articles on stocks, investing, and personal finance for the Motley Fool.
More from This Speaker:
This SIMPLE Funnel Generates $300 Every Day
Coach Carson
How We Grew Our YouTube Podcast to 120K Subs & 2.8 Million Views
In this session, Chad Carson (aka Coach Carson) shows behind the scenes of how his team grew their YouTube podcast to over 120,000 subscribers and 2.8 million views. He’ll break down the exact workflow, systems, and checklists they use to consistently create audio/video podcasts that generate 10-20,000 views per year episode.
From topic brainstorming using proven frameworks to structuring the episodes for maximum engagement, attendees will get a step-by-step look at the process that drives their views and growth.
This session will provide actionable strategies and real-life stories to help you streamline your production, optimize content for discoverability, and build a loyal audience.
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Chad Carson is a real estate investor, educator, and content creator who has built a thriving YouTube channel with 120,000+ subscribers and 7.6 million all-time views and a podcast with over 2.5 million downloads.
As a real estate investor with 22 years of experience, Chad helps everyday people achieve financial freedom through a small and mighty style of investing.
His platform has guided 9,400+ students and engaged 50,000+ newsletter subscribers, proving that you don’t need hundreds of units to build lasting wealth.
After achieving financial independence in his 30s, he and his family have taken multi-year “mini-retirements” to Ecuador and Spain, living out the lifestyle his investing philosophy promotes. Now, he’s on a mission to help others escape the financial grind and create lives filled with freedom and purpose.
More from This Speaker:
How We Grew Our YouTube Podcast to 120K Subs & 2.8 Million Views
Clo Bare Money Coach
From Coaching to Programs: Scaling a Million Dollar Business with Webinar Funnels
Tired of 1:1 coaching and ready to scale your business, but not sure where to start? In this session Chloe Daniels from Clo Bare Money Coach takes you behind the scenes of her million dollar funnel and how she was able to scale from 1:1 coaching to over 11,000 students in her educational programs.
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Chloé Daniels, CFEI®, CFLP℠, also known as Clo Bare Money Coach, has built a community of over 300k on Tik Tok and Instagram by educating people on how to invest and build wealth– the lazy way.
Her work has been featured on CNBC, Entrepreneur, Bloomberg, Business Insider, and she’s even been a recent participant at White House influencer briefings for new policies on student debt, and other issues her audience is facing. Her ultimate goal is to provide education in a fun, easy to understand and accessible way– without the overwhelm, shame, and confusion often associated with finances.
Chloé has worked with thousands of individuals to improve their finances. She’s also worked with several women’s groups, nonprofits, and several companies such as Snapchat, Nationwide, Mint Mobile, Betterment, Cleo, Capitalize, and more.
More from This Speaker:
From Coaching to Programs: Scaling a Million Dollar Business with Webinar Funnels
Gold City Ventures
How Our 3-Year Email Funnel Makes Millions
“The money is in the list.” True, but how? Many influencers teach others how to get subscribers onto their email list, but what then? In this session, you’ll learn how Cody Berman has created a 3-year email funnel with tailored messaging, strategic offer timing, and continuous engagement that’s generated millions for his company, Gold City Ventures.
Attendees will learn how to keep subscribers engaged long-term, introduce new offers seamlessly, and re-engage past leads, turning email automation into a high-performing sales machine. Whether selling courses, memberships, affiliate offers or digital products, this approach ensures that the right offer reaches the right person at the right time. Get ready to learn how a well-structured email funnel can drive consistent, scalable revenue while nurturing a thriving customer base.
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Cody Berman is the co-founder of Gold City Ventures, co-host of The Financial Independence Show, a real estate investor, and a passive income expert. He reached financial independence at age 25 through a combination of online business, strategic investing, and intentional spending. When he’s not teaching others about passive income, you might find him traveling, working out, or starting a new business venture.
More from This Speaker:
How Our 3-Year Email Funnel Makes Millions
Stacking Adventures
Podcasting AMA
Curious about taking your show to the next level? Don’t miss this exclusive AMA (Ask Me Anything) session with well-established podcasters in the personal finance space! Whether you’re looking for tips on growing your audience or making your podcast stand out, this is your chance to ask the experts directly.
Attendees will have the chance to submit questions in advance, ensuring you get the insights that matter most to you. Learn about their personal podcasting journeys, how they approach content creation, and how they’ve turned their passion into successful businesses.
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Crystal is the co-host of the Stacking Adventures Podcast, where she inspires listeners to explore the world through engaging stories, actionable travel tips, and expert advice on maximizing travel rewards. A founding member of the FinCon community, Crystal has been at the forefront of connecting personal finance with travel adventures, empowering audiences to achieve their wanderlust dreams without breaking the bank. As an experienced traveler, she’s explored destinations from the Swiss Alps to bustling Japanese cities, sharing her insights along the way. When not podcasting, Crystal combines her passion for personal finance, storytelling, and adventure to help others budget smarter, pack lighter, and experience more.
More from This Speaker:
Podcasting AMA
Market Misbehavior
The First 3 Hires That Changed Everything: How I Stopped Doing It All and Started Growing for Real
Tired of wearing every hat in your content business? Dave knows the feeling. After years of running solo, he made three key hires that freed up his time, reignited his creativity, and took his business from side hustle to full-time success.
In this practical and eye-opening session, Dave walks you through who he hired, when he hired them, how he found the right people—and why these roles made the biggest difference. If you’re still doing it all yourself (and burning out in the process), come learn how to build your team the smart way.
You’ll learn:
- Why creators should focus on what they do best—and delegate the rest
- How to think strategically about hiring, even before you’re “ready”
- The three roles every solo content creator should consider first: a virtual assistant, a content producer, and a bookkeeper (plus how to make it work on your budget)
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David Keller, CMT is President and Chief Strategist at Sierra Alpha Research LLC, where he helps active investors make better decisions using behavioral finance and technical analysis. Dave is a CNBC Contributor, and he recaps market activity and interviews leading experts on his “Market Misbehavior” YouTube channel. A former President of the CMT Association, Dave is also a member of the Technical Securities Analysts Association San Francisco and the International Federation of Technical Analysts. He was formerly a Managing Director of Research at Fidelity Investments, where he managed the renowned Fidelity Chart Room, and Chief Market Strategist at StockCharts, continuing the work of legendary technical analyst John Murphy. Dave is a classically trained musician and student pilot, and resides in Duvall, WA with his wife and two children.
More from This Speaker:
The First 3 Hires That Changed Everything: How I Stopped Doing It All and Started Growing for Real
Gabe Bult
How to Run a Profitable YouTube Channel in 5 Hours a Week
Think you don’t have time to grow on YouTube? Think again.
In this session, you’ll learn how Gabe built a thriving channel with over 600,000 subscribers—all while working just 5 hours a week.
He’ll break down the simple systems behind creating high-quality videos faster, the monetization strategies that actually work (including how he doubled his income last year), and why YouTube is still one of the most overlooked platforms for creators in the finance space. Plus, get the inside scoop on the “20% Rule” for making better videos without burning out.
Whether you’re just getting started or looking to scale smarter, this session will help you save time, make more, and grow with purpose.
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Gabe Bult has been a full time creator for 5 years and runs his channel in just 5 hours a week.
More from This Speaker:
How to Run a Profitable YouTube Channel in 5 Hours a Week
Holistic Personal Finance
Women in Money Creator Conversation
Let’s Talk About…How Competitors Can Become Collaborators and Scale Faster Together
What if your “competition” could actually be your greatest asset?
Join Tess and Genevieve for a lively, honest conversation about what happens when women in business stop playing defense and start building something together. They’ll kick things off by sharing the story of how a single DM turned two similar brands into a true partnership—one that helped them grow faster, reach wider, and stay the course through the hard stuff.
Then we’ll open it up for your stories, questions, and ideas. You’ll connect at your table to chat through the three levels of collaboration they used to expand their audience, grow their revenue, and build businesses that feel a whole lot less lonely.
Whether you’re craving creative partnership or just curious how to start, you’ll leave this session with fresh energy, new insights—and maybe even a collab in the making.
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Genevieve Anderson is a financial professional and finance coach with over 13 years of experience. Her holistic approach to finance combines her professional background and personal experience to help people create systems for managing cash flow, improving their money mindset, and investing to build a fulfilling life. Previously, she worked in Private Banking, focusing primarily on retirement planning. She obtained a MBA in finance (2017) and has completed the education requirements for both Certified Financial Planner (CFP®) & Accredited Financial Counselor (AFC®) certifications. Her goal is to empower individuals to feel confident and capable with their finances, enabling them to take control of their money and achieve their goals. She believes that improving one’s financial situation and feeling confident about money is more accessible than many people realize!
More from This Speaker:
Let's Talk About...How Competitors Can Become Collaborators and Scale Faster Together
Price of Avocado Toast
Follower Count Doesn’t Matter: Growing a Financial Coaching Business with Heart, Not Hype
Haley and Justin built a six-figure coaching business with fewer than 4,000 followers by embracing vulnerability and authenticity. By sharing their real financial journey—the wins, setbacks, and lessons—they built a brand rooted in trust. Within two years, that trust turned into a thriving business, allowing them to work from home while raising their three young children.
In this session, they’ll break down how they turned their personal story into a profitable coaching business without chasing viral fame or sales gimmicks. They’ll share the key strategies that helped them connect deeply with their audience, convert followers into loyal clients, and create a sustainable income while prioritizing time freedom and authenticity.
Attendees will leave with actionable insights on building a personal brand that fosters trust, engages the right audience, and grows a business with integrity.
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Haley and Justin Brown-Woods, a millennial couple, began their debt-free journey in 2019 after blowing through a $600,000 lawsuit payout and accumulating $220,000 of debt. Determined to change their financial future, they paid off $132,000 in just 18 months and restarted their wealth journey.
During this time, they launched Price of Avocado Toast, a podcast dedicated to breaking the stigma around money through honest conversations. In 2021, Haley expanded their mission by starting a financial coaching business, bringing Justin on board full-time in 2023. Together, they’ve helped clients tackle over $4M in non-mortgage debt.
Now, they’re focused on building generational wealth and a future of outrageous generosity, using their story to inspire others to take control of their finances.
More from This Speaker:
Follower Count Doesn't Matter: Growing a Financial Coaching Business with Heart, Not Hype
The Finance Engineer
YouTube AMA
Join us for an exclusive AMA (Ask Me Anything) session with a panel of established Personal Finance YouTubers! Whether you’re curious about growing your own channel, behind-the-scenes secrets, or tips for making the most of your long-form content, this session is your chance to practical tips straight from the pros.
Attendees will have the unique opportunity to submit questions in advance, so you can get answers to what matters most to you. Plus, hear their personal stories of how they turned their passion for finance into a thriving career and learn from their successes (and failures!).
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Imran Mumtaz used to engineer things for FANG, but now helps people engineer their finances through entertainment and educational based content.
More from This Speaker:
YouTube AMA
Power in Numbers
Small But Mighty: How to Earn Over $500K in Affiliate Revenue Without a Massive Audience
You don’t need a million followers to build a thriving, profitable affiliate business.
In this session, Jamie will pull back the curtain on how she’s on track to generate over $500,000 in affiliate revenue and sponsorships in 2025—with just 30,000 YouTube subscribers.
You’ll learn the strategies she’s used to build trust, increase conversions, and partner with brands that align with her audience—even as a “micro” creator.
Whether you’re just getting started or already have a platform, you’ll walk away with actionable tips to start monetizing more effectively, no matter your size.
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Jamie Trull, CPA, is a Financial Literacy Coach and Profit Strategist dedicated to empowering small business owners to maximize profitability and grow sustainably.
With a background as a Finance Leader at Coca-Cola, Jamie transitioned from the corporate world to serve women-owned businesses as a Virtual CFO. Observing a critical gap in accessible financial resources for small business owners, she shifted her focus to financial education, using her CPA designation to break down complex financial topics into easy-to-understand strategies.
Jamie has built a following of over 100,000 small business owners on YouTube and social media, where her guidance helps entrepreneurs achieve strategic growth and retain more profit.
Her upcoming book, Hidden Profit, will be published by Simon & Schuster in October 2025, providing readers with essential tools to unlock their businesses’ financial potential.
More from This Speaker:
Small But Mighty: How to Earn Over $500K in Affiliate Revenue Without a Massive Audience
Yo Quiero Dinero
Podcasting AMA
Curious about taking your show to the next level? Don’t miss this exclusive AMA (Ask Me Anything) session with well-established podcasters in the personal finance space! Whether you’re looking for tips on growing your audience or making your podcast stand out, this is your chance to ask the experts directly.
Attendees will have the chance to submit questions in advance, ensuring you get the insights that matter most to you. Learn about their personal podcasting journeys, how they approach content creation, and how they’ve turned their passion into successful businesses.
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Jannese Torres is an award-winning podcast host and the author who is dedicated to empowering first-generation wealth builders to claim the financial freedom they deserve.
After breaking free from the traditional 9-5 path, she transformed her life through entrepreneurship, investing, and intentional living—and now she’s helping others do the same.
Through her hit podcast & financial literacy platform Yo Quiero Dinero, Jannese inspires others to believe bigger, break generational cycles, and build a life filled with purpose, abundance, and power.
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Podcasting AMA
Jasmine the Money Coach
[Creator Conversation] Let’s Talk About Financial Storytelling for Healing, Impact, and Income
This Creator Conversation invites attendees to explore how their money story can become a source of connection, impact, and aligned income. Together, we’ll discuss how emotions shape our content and how to share personal stories with purpose and authenticity, without oversharing. Through guided prompts and group dialogue, participants will reflect, connect, and leave with ideas they can begin applying right away.
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Jasmine Johnson is a Certified Financial Therapist and Accredited Financial Counselor who helps people explore the emotional side of money and build confidence in their financial lives.
Through storytelling, coaching, and education, she guides others to rewrite their money stories, create financial plans with purpose, and develop content that feels both authentic and impactful.
More from This Speaker:
Let's Talk About Financial Storytelling for Healing, Impact, and Income
Jason Online
The $1M ARR, 1 Hour Per Week Community
Join Jason Staats as he walks through his journey building a $1M/year online community. From the trap of creating a fan club, to eventually building it into a self-sustaining business, he’ll give you the steps that would’ve shaved years off of his community’s journey.
It’s the ultimate recurring revenue model for a creator if you take care to avoid the most common traps that can consume your time and attention.
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Jason Staats most recently ran a $5M accounting practice in Oregon in 2022, and now runs a YouTube channel for accounting firm owners, while producing commercials for companies like LinkedIn and Zapier.
Jason has created the world’s most-watched AI accounting content, helped develop the AICPA’s award-winning AI toolkit, and in 2023 launched a daily show for accountants named Jason Daily.
When he isn’t hanging out on social, he’s hanging with his wife and 3 very small children.
More from This Speaker:
The $1M ARR, 1 Hour Per Week Community
The Frugal Rich
YouTube is on EASY MODE: How to Go From 0 to 1,000 Subscribers In 60 Days
2025 is the perfect year to start a YouTube channel. In this session, JC Rodriguez breaks down how he went from 0 to 1,000 subscribers in less than 60 days by focusing on proven content ideas and keeping videos as low-lift as possible.
Attendees will learn an effective way to research topics, streamline their video creation process, and position themselves as the go-to creator in their sub-niche.
Whether you’re starting from scratch or hitting a plateau, this talk will provide actionable strategies to jumpstart your YouTube growth.
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JC Rodriguez is the creator of The Frugal Rich, a YouTube channel dedicated to helping people create a simple yet abundant life.
With over 1.4 million followers across social media, he teaches personal finance through engaging, relatable content that showcases his frugal lifestyle and the financial decisions he makes alongside his wife, Ashlea.
Together, they navigate intentional spending, long-term investing, and building a life centered around financial peace. JC has spoken at conferences like FinCon and SXSW, where he shares strategies for creators to grow sustainable businesses without relying on brand deals.
His expertise lies in audience growth, content strategy, and fostering true community engagement.
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YouTube is on EASY MODE: How to Go From 0 to 1,000 Subscribers In 60 Days
Money Meets AI
Money Meets AI: Tools, Trends, and How Everyday Consumers Are Using AI to Manage Their Money
How can everyday people utilize AI to become more financially savvy? In this session, Jeffrey Trull, creator of the Money Meets AI newsletter, shares how he helps readers utilize free and low-cost AI tools to budget more effectively, save more, and make informed financial decisions in just 5 minutes a week.
He’ll highlight trends, tools, and prompts anyone can start using, even if they’ve never touched ChatGPT.
This session is ideal for creators, educators, or brands who want to better understand how AI is reshaping personal finance and how to share those insights with their own audiences.
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Jeffrey Trull is the creator of Money Meets AI, a weekly newsletter that helps people use AI to save and make more money. He’s an experienced SEO consultant and content strategist who has spent over a decade helping startups, fintech brands, and 7-figure blogs grow their audiences with smart, scalable content.
Since launching Money Meets AI in 2025, Jeffrey has tested dozens of AI tools and prompts to speed up writing, streamline research, and stay consistent, all without a team. He also trains clients on how to use AI in their content creation workflows, helping them produce better content faster.
Jeffrey lives in Pawtucket, RI, and is passionate about making AI more practical and accessible for creators.
More from This Speaker:
Tools, Trends, and How Everyday Consumers Are Using AI to Manage Their Money
Frugal Friends
Case Study of a Multi Six Figure Book Deal
Jen Smith & Jill Sirianni, hosts of Frugal Friends and authors of Buy What You love Without Going Broke got a multi six figure book deal in May 2023. In this session, Jen and Jill will share how they got the deal, the writing and launching process, what they did well and what they would do differently. They’ll also cover how to know if you need to hire a PR firm and the secret to a successful podcast book tour — all to help you get the most out of your own book deal.
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Jen Smith & Jill Sirianni are co-hosts of Frugal Friends and authors of Buy What You Love Without Going Broke. They are committed to helping people save money without sacrificing the desires that make us human.
More from This Speaker:
Case Study of a Multi Six Figure Book Deal
Frugal Friends
Case Study of a Multi Six Figure Book Deal
Jen Smith & Jill Sirianni, hosts of Frugal Friends and authors of Buy What You love Without Going Broke got a multi six figure book deal in May 2023. In this session, Jen and Jill will share how they got the deal, the writing and launching process, what they did well and what they would do differently. They’ll also cover how to know if you need to hire a PR firm and the secret to a successful podcast book tour — all to help you get the most out of your own book deal.
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Jill Sirianni & Jen Smith are co-hosts of Frugal Friends and authors of Buy What You Love Without Going Broke. They are committed to helping people save money without sacrificing the desires that make us human.
More from This Speaker:
Case Study of a Multi Six Figure Book Deal
Stacking Benjamins
Podcasting AMA
Curious about taking your show to the next level? Don’t miss this exclusive AMA (Ask Me Anything) session with well-established podcasters in the personal finance space! Whether you’re looking for tips on growing your audience or making your podcast stand out, this is your chance to ask the experts directly.
Attendees will have the chance to submit questions in advance, ensuring you get the insights that matter most to you. Learn about their personal podcasting journeys, how they approach content creation, and how they’ve turned their passion into successful businesses.
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Joe Saul-Sehy is Creator and Co-Host of the second-longest running personal finance podcast, Stacking Benjamins. Called Best Personal Finance Podcast by Kiplinger, Bankrate, and others, SB has won five Plutus Awards and one Academy of Broadcasters Award.
Before transitioning to financial media, Joe was formerly a financial planner. He lives in Texarkana, Texas, with his spouse Cheryl and cat Cooper.
More from This Speaker:
Podcasting AMA
John's Finance Tips
How I Closed $1M+ in Brand Deals in 12 Months With No Industry Experience
In this tactical session, John shares how he leveraged his enterprise sales background to negotiate and close over $1 million in brand deals in 12 months as a self-managed creator.
Drawing from multi-6-figure deal experience with top brands, John breaks down the creator-brand sales journey into four phases: Pre-Sales (content positioning, outreach, and prospecting), Sales Cycles (multi-threading, negotiation, contract review), Post-Sales (renewals and upsells), and Common Pitfalls. He’ll demystify how brand budgets work, why most creators undercharge, and how to confidently take control of the sales process without giving up 20% to a manager.
Perfect for personal finance creators ready to turn influence into income, with structure, skill, and strategy.
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John Liang is a digital creator and educator focused on personal finance, financial independence, and smarter living. Since launching his creator journey in 2021, he has built a community of over 4 million followers across YouTube, Instagram, and TikTok by sharing actionable money advice, career insights, and real-life experiences.
John is known for breaking down complex financial topics into relatable, easy-to-understand content that empowers his audience to take control of their finances and future.
More from This Speaker:
How I Closed $1M+ in Brand Deals in 12 Months With No Industry Experience
CreatorXchange
Are You Growing or Actually Scaling? How Smart Creators Build Businesses That Snowball
Let’s be real—posting more isn’t a strategy. If your business only grows when you do more, you’re on the linear treadmill. But what if you could build something that grows with you—even when you’re not online?
In this session, we’ll break down the difference between just growing an audience and building a business that scales. We’re talking network effects: how smart creators turn content, community, and products into momentum machines. It’s part strategy, part mindset shift—and once you see it, you can’t unsee it.
You’ll walk away with:
A clear breakdown of linear vs. exponential growth (and why most creators get stuck)
Ideas for how to bake network effects into what you’re already doing
How to stop relying on platforms and start leveraging them
The psychology behind smart scaling: when to go all-in and when to branch out
Real-world examples of creators who turned their brand into a flywheel.
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Kal Maadi is a serial entrepreneur who became CEO of his first company at 22, scaling it from $240K to $1.4M in annual revenue.
After hitting rock bottom with just $2,000 to his name, he bounced back to become the youngest COO in healthcare at 23, leading 90+ medical professionals and growing net profit by $1M in eight months at Windy City Anesthesia.
His career took an unexpected turn when he became Jason Derulo’s business manager, traveling to 22 countries and negotiating multi-million dollar equity and brand deals. This insider access to how A-list celebrities build their empires inspired him to democratize those strategies for all creators.
Now President and Co-Founder of creatorXchange alongside John W. Collins (recent $210M exit), Kal has generated 73 million views for clients including Sony Music artists in just three months. He’s passionate about showing others that rock bottom isn’t the end—it’s the foundation for building something extraordinary.
More from This Speaker:
Are You Growing or Actually Scaling? How Smart Creators Build Businesses That Snowball
Financial Coach Academy®
Personal Finance Needs a Rebrand: Coaching as the Future of Financial Education
Financial content is everywhere—so why are people still overwhelmed, anxious, and disengaged from their money?
In this session, we’ll explore the critical gaps in traditional personal finance education—and how coaching-based content can close them. You’ll learn why information-only models often fall flat, and how content that blends behavioral psychology, practical frameworks, and real-time coaching tools is more likely to create lasting change.
We’ll share the behind-the-scenes story of how we rebranded an entire financial coaching company—to reflect how we teach, message, and deliver content. If you’re ready to rethink what makes content impactful (and what your audience actually needs to feel empowered), this session will give you a roadmap to modern, mission-driven content creation.
Perfect for content creators, educators, and coaches ready to move beyond information into transformation.
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Kelsa Dickey is the CEO and founder of Fiscal Fitness Phoenix and The Financial Coach Academy, with over 15 years of experience pioneering financial coaching as a transformative approach to personal finance. She holds a Bachelor’s degree in Personal Financial Planning and a Master’s in Accounting, which she has leveraged to develop proven coaching methods that go beyond traditional financial education.
Through her coaching company Fiscal Fitness Phoenix, Kelsa and her team have served over 1,026 clients, helping them pay off more than $38 million in debt and save over $112 million—all while living life on their terms. As a mentor, she has trained over 600 financial professionals, equipping them with the tools to help their clients achieve massive results.
Kelsa is also a content creator, sharing her insights on The Financial Coach Academy® Podcast (with more than 59,000 downloads annually) and YouTube (with more than 6,500+ subscribers). Her expertise in financial coaching, content creation, and business strategy makes her uniquely qualified to speak on the evolution of financial education and why coaching-based content is the future.
More from This Speaker:
Personal Finance Needs a Rebrand: Coaching as the Future of Financial Education
Your Financial Stylist
Women in Money Collab Lab
Collab Labs are fun, fast-paced workshop sessions designed to help creators connect through shared creativity. You’ll connect with a small group of women creators and work together on interactive challenges that spark content ideas, collaborative thinking, and meaningful conversation. No pitches, panels, or pressure—just guided activities that help you generate new ideas, explore potential partnerships, and leave feeling inspired (not burned out).
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Lilias Folkes John is a faith-based finance creator and founder of Your Financial Stylist. She empowers Christian women to break free from debt, transform their hearts and mindsets so they can manage money God’s way, and build generational wealth through biblical principles.
With an engaged audience of over 100,000 across platforms, a weekly IG subscriber segment called Pulling Back the Curtain, and a growing stewardship community, Lilias brings real-world experience, strategy, and spiritual insight to personal finance.
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Women in Money Collab Lab
Galvis & Co.®
Don’t Lose What You Built: Hidden Growth Hacks for Content Creators & Entrepreneurs
You’ve worked hard to build your brand, audience, and revenue—but without the right legal protections, it could all disappear overnight. In this session, you’ll learn the essential legal strategies to safeguard your intellectual property, business relationships, and income streams.
We’ll break down the must-have contracts, trademark protections, and risk management tactics that successful entrepreneurs use to scale with confidence.
This session is designed for content creators, freelancers, and business owners who want to grow without unnecessary legal pitfalls.
No confusing legal jargon—just practical, actionable insights to protect your work, profits, and peace of mind. Don’t wait until it’s too late—secure your business now and set yourself up for long-term success!
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Lorraine Galvis is a bilingual business owner, military spouse, and two-time cancer survivor dedicated to empowering entrepreneurs through accessible legal guidance. A proud graduate of Fordham University and New York Law School, she is a licensed attorney in New York and Connecticut with top ratings on GoogleMyBusiness and Yelp!. Since 2014, she has helped small businesses secure their trademarks, draft strong contracts, and navigate complex legal challenges with confidence.
Passionate about financial freedom, literacy, and student loan reform, she is committed to breaking down barriers—especially for Latino and women-owned businesses—by providing legal services in Spanish and ensuring clients feel informed, not intimidated. A devoted Catholic, wife, and mother, she considers it a blessing to use her legal expertise to protect and uplift content creators and entrepreneurs.
More from This Speaker:
Don’t Lose What You Built: Hidden Growth Hacks for Content Creators & Entrepreneurs
Coach Carson
How We Grew Our YouTube Podcast to 120K+ Subs & 2.8 Million Views
In this session, Chad Carson (aka Coach Carson) and Michael Nguyen show behind the scenes how they grew their YouTube podcast to over 120,000 subscribers and 2.8 million views. They’ll break down the exact workflow, systems, and checklists they use to consistently create audio/video podcasts that generate 10-20,000 views per episode.
From brainstorming topics using proven frameworks to structuring the episodes, attendees will get a step-by-step look at the process that drives their views and growth. This session will provide actionable strategies and real-life stories to help you streamline your production, optimize content for discoverability, and build a loyal audience.
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Michael Nguyen is a video producer, content strategist, and entrepreneur with 10 years of experience helping creators and businesses grow through video. As the producer behind Coach Carson’s podcast since day one, he’s played a key role in scaling the show from an idea to an engaging platform with 400+ episodes, 120K+ YouTube subscribers, and over 2 million downloads.
In addition, he’s worked with dozens of clients to turn videos into creative marketing materials He’s passionate about helping creators stay organized, work efficiently, and produce content that actually creates results.
More from This Speaker:
How We Grew Our YouTube Podcast to 120K+ Subs & 2.8 Million Views
Perspectives
[Creator Conversation] Let’s Talk About the Power of In-Person: Why Offline Strategy Still Wins
This Creator Conversation, led by Nia, The Coins Confidant, explores the overlooked impact of in-person strategy in a digital-first world.
While most creators focus on algorithms and follower counts, Nia built a thriving business and booked consistent speaking opportunities by leaning into community engagement, live events, and local visibility.
In this small group discussion, attendees will explore practical ways to bring their content offline — even without a big following — and discover how showing up in person can create deeper connections, higher conversions, and long-term brand trust.
Whether you’re a coach, educator, or service-based creator, this session will help you uncover untapped opportunities in your own backyard.
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Nia Adams, also known as The Coins Confidant, is a financial wellness expert, speaker, and the founder of Perspectives. She helps high-achieving individuals overcome money mistakes, transform their spending habits, and build lasting confidence with their finances.
Known for her relatable and practical approach, Nia combines mindset work with real-world strategy to help people create financial routines that stick. Through coaching, speaking, and digital resources, she empowers others to release shame, reclaim their power, and reach their money goals without overwhelm.
Her signature POWER Framework guides clients from self-doubt to clarity—because financial success starts with believing you’re worthy of it.
Whether she’s leading workshops, working with nonprofits, or consulting with companies on financial wellness, Nia’s mission is clear: shift mindsets, spark confidence, and create lasting change.
More from This Speaker:
Let's Talk About the Power of In-Person: Why Offline Strategy Still Wins
Side Hustle Nation
Grow Your List: 10+ Realistic, Rapid-Fire Ways to Get More Email Subscribers — Fast!
More email subscribers leads to more revenue, bigger partnerships, and greater impact — but how can you unlock subscriber growth in the age of email fatigue?
This session will share 10+ proven, real-life tactics you can apply to grow your list in a sustainable, authentic way. Just a few of these methods add over 100 new subscribers a day to Side Hustle Nation, and many other creators are seeing even bigger results.
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Nick Loper is an author, online entrepreneur, and host of the award-winning Side Hustle Show podcast, which features new part-time business ideas each week. At SideHustleNation.com, he’s been deconstructing the tactics and strategies behind building extra income streams since 2013.
More from This Speaker:
Grow Your List: 10+ Realistic, Rapid-Fire Ways to Get More Email Subscribers — Fast!
Afford Anything
Audio to Visual: The Exact Process I Used to Turn an Audio Podcast Into Multi-Platform Video Content
Paula Pant will share the exact process she developed to transform a traditional audio podcast into engaging video content optimized for multiple platforms, including YouTube and Instagram. You’ll learn about the production workflow, technical setup, and the team roles you’ll need to fill. She’ll also discuss what didn’t work — including experiments in both workflow and output that failed along the way.
She will highlight the key differences between video podcasting, with its audio-first roots, and content optimized specifically for YouTube. Paula will explain which elements should remain consistent across both video and audio, and which should be adapted depending on the platform.
Whether you’re expanding from audio to video or starting from scratch with the goal of producing video podcasts from Day 1, you’ll leave with specific, actionable processes you can implement right away.
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Paula Pant is the host of the Afford Anything Podcast, which has more than 40 million downloads.
Her newsletter, First Principles, has 75,000 subscribers, and she is the creator and primary instructor of two courses, Your Next Raise and Your First Rental Property.
She holds a masters in economic journalism from Columbia University, where she was a Knight-Bagehot Fellow in 2022-23. She lives in New York City.
More from This Speaker:
Audio to Visual: The Exact Process I Used to Turn an Audio Podcast Into Multi-Platform Video Content
Reni the Resource
Women in Money Collab Lab
Collab Labs are fun, fast-paced workshop sessions designed to help creators connect through shared creativity. You’ll connect with a small group of women creators and work together on interactive challenges that spark content ideas, collaborative thinking, and meaningful conversation. No pitches, panels, or pressure—just guided activities that help you generate new ideas, explore potential partnerships, and leave feeling inspired (not burned out).
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Reni Odetoyinbo is a Toronto-based content creator and finance educator dedicated to making financial literacy accessible and relatable. Through her popular YouTube channel, xoreni, she provides practical resources to help individuals—especially those from marginalized communities—achieve financial independence and build wealth with confidence.
Her journey began after purchasing her first home at 23, sparking a passion for simplifying complex financial concepts. Over the past four years, she has built a community of over 150,000 followers across YouTube, Instagram, TikTok, Twitter, and her newsletter.
Recognized for her impact, Reni was named one of Bay Street Bull’s 30 Under 30 in 2022 and The Peak’s Most Influential Leaders in 2023. A proud member of YouTube Black’s Class of 2022, Reni also serves on the leadership board of York University’s Black Alumni Network, using her platform to empower others to achieve financial freedom.
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Women in Money Collab Lab
Rob Berger
YouTube AMA
Join us for an exclusive AMA (Ask Me Anything) session with a panel of established Personal Finance YouTubers! Whether you’re curious about growing your own channel, behind-the-scenes secrets, or tips for making the most of your long-form content, this session is your chance to practical tips straight from the pros.
Attendees will have the unique opportunity to submit questions in advance, so you can get answers to what matters most to you. Plus, hear their personal stories of how they turned their passion for finance into a thriving career and learn from their successes (and failures!).
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Rob Berger is a former securities attorney turned personal‑finance educator who helps everyday investors build wealth and retire with confidence.
He started his first personal finance blog in 2007, Doughroller, which he sold in 2018.
Today you’ll find him on YouTube and Robberger.com where helps people invest and retire with confidence.
More from This Speaker:
YouTube AMA
The Artful Dollar
Ops, I Did It Again: Operations for Scaling a 6-7 Figure Coaching Business
Ryan Roi is back at FinCon this year to continue his standing-ovation talk about growing his 7-figure coaching business. This time though, he’s speaking with his wife, Thomai Roi, about both the front-end and the back-end of the business.
Marketing and content will draw in clients, but without the right operations in place, the business won’t be able to handle all the interest and any opportunity for growth will crumble under its own weight.
Whether you’re an experienced operator or fledgling content creator, understanding how the front-end and back-end work together is critically important to your company’s success.
Join Ryan and Thomai this year as they talk about how they did it again, this time with a focus on ops and the systems they put in place to support their business’ growth.
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Tattoo artist turned financial advisor turned financial coach. Ryan Roi has been an artist and entrepreneur for over 20 years. His work blurs the line between artistic expression, business wisdom and spiritual awakening. His company, The Artful Dollar, helps artists take control of their financial future, and market themselves effectively.
He is also a content creator on Instagram and Youtube, host of The Artful Dollar podcast and has given keynote speeches at conferences across the United States.
More from This Speaker:
Ops, I Did It Again: Operations for Scaling a 6-7 Figure Coaching Business
Wealth with Tess
Women in Money
Let’s Talk About…How Competitors Can Become Collaborators and Scale Faster Together
What if your “competition” could actually be your greatest asset?
Join Tess and Genevieve for a lively, honest conversation about what happens when women in business stop playing defense and start building something together. They’ll kick things off by sharing the story of how a single DM turned two similar brands into a true partnership—one that helped them grow faster, reach wider, and stay the course through the hard stuff.
Then we’ll open it up for your stories, questions, and ideas. You’ll connect at your table to chat through the three levels of collaboration they used to expand their audience, grow their revenue, and build businesses that feel a whole lot less lonely.
Whether you’re craving creative partnership or just curious how to start, you’ll leave this session with fresh energy, new insights—and maybe even a collab in the making.
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Tess Waresmith is a financial educator and the founder of Wealth with Tess, a financial education company and community dedicated to empowering women in their 30s and 40s to grow their money with simple investing strategies to help women retire comfortably, chase their dreams, and live life unapologetically on their own terms.
After struggling to find work in her 20’s (settling for a dive bar and even performing as an aerial acrobat for a time,) Tess decided to rewrite her financial story. She immersed herself in the world of investing, and by 35, she reached a net worth of over $1 million—all as a single woman.
Today, Tess has now been featured by CNBC, Fox, and Business Insider. Her approachable, judgement-free style has drawn thousands of attendees to her workshops, and hundreds of women have transformed their financial futures through her small group coaching programs.
More from This Speaker:
Let's Talk About...How Competitors Can Become Collaborators and Scale Faster Together
The Artful Dollar
Ops, I Did It Again: Operations for Scaling a 6-7 Figure Coaching Business
Ryan Roi is back at FinCon this year to continue his standing-ovation talk about growing his 7-figure coaching business. This time though, he’s speaking with his wife, Thomai Roi, about both the front-end and the back-end of the business.
Marketing and content will draw in clients, but without the right operations in place, the business won’t be able to handle all the interest and any opportunity for growth will crumble under its own weight.
Whether you’re an experienced operator or fledgling content creator, understanding how the front-end and back-end work together is critically important to your company’s success.
Join Ryan and Thomai this year as they talk about how they did it again, this time with a focus on ops and the systems they put in place to support their business’ growth.
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Thomai Roi is a clinician by trade with an innate creativity for business operations, product management, strategy and innovation. She has worked in a variety of industries including healthcare, recruiting, mergers and acquisitions, ecommerce, tech and consulting.
She has over 15 years of experience designing, piloting, implementing and rolling out products and services for seed / series startups, her own small businesses and a top 10 Fortune 500 company.
More from This Speaker:
Ops, I Did It Again: Operations for Scaling a 6-7 Figure Coaching Business
Tried and True Mom Jobs
YouTube AMA
Join us for an exclusive AMA (Ask Me Anything) session with a panel of established Personal Finance YouTubers! Whether you’re curious about growing your own channel, behind-the-scenes secrets, or tips for making the most of your long-form content, this session is your chance to practical tips straight from the pros.
Attendees will have the unique opportunity to submit questions in advance, so you can get answers to what matters most to you. Plus, hear their personal stories of how they turned their passion for finance into a thriving career and learn from their successes (and failures!).
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Whitney Bonds, CEO of Business Expedited, TriedandTrueMomJobs.com and a successful YouTube creator (and affiliate marketer) with over 130K subscribers, who’s built a thriving business by empowering her audience by teaching them how to build an online business.
Bonds has been featured in Parents, Business Insider, Forbes, and on industry podcasts.
Bond’s expertise lies in simplifying affiliate marketing, especially for newcomers or those looking to transition to online income streams.
Through her YouTube channel, she shares actionable insights, including her strategies for selecting high-conversion affiliate products, crafting authentic content that builds trust, and scaling affiliate marketing to achieve a sustainable income.
Bonds is happy to help people build a business to create a life they love.
More from This Speaker:
YouTube AMA
FINCON 2025
Oregon Convention center
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