Financial expert Tricia M. Taitt shares her journey from Wall Street and Broadway to writing the Amazon bestseller Dancing with Numbers and founding FinCore, a financial planning platform for women entrepreneurs. Discover the mindset shifts that define a CEO, why financial literacy is essential for women entrepreneurs, and the most overlooked opportunity for increasing your business profit. Tricia also reveals the two biggest asks that transformed her life, including deferring a six-figure job offer to pursue her passion for dance.

You’ll hear Tricia discuss:

• The CEO Mindset Shift: Why she avoided the CEO title for years, and how she realized the role means building a team, not doing everything herself.
• From Layoff to Liberation: The pivotal moment in 2009 that led Tricia to combine her expertise (Wharton, Duke, Wall Street) with her passion for dance to create FinCore.
• Unlocking Profit: The single most overlooked profit opportunity Tricia sees across industries.
• Tough Love with Honey: How she balances compassion and accountability to help entrepreneurs face their money stories and understand the consequences of inaction.
• The Bold Ask: Tricia’s most uncomfortable asks, including the time she asked a major corporation to defer her employment to dance.

Important Links:

• Savvy Ladies (https://www.savvyladies.org/)
• Precious Williams' LinkedIn (https://www.linkedin.com/in/precious-l-williams/)
• Lisa Zeiderman's LinkedIn (https://www.linkedin.com/in/lisazeiderman/)
• Tricia M. Taitt's LinkedIn (https://www.linkedin.com/in/triciataitt/)

Important Links for Tricia:

• FinCore Website (https://fincorestrong.com/)
• Dancing with Numbers (https://a.co/d/7WZIpem)

About Tricia Taitt:

Tricia M. Taitt is the CEO of FinCore and Author of the Amazon best-selling book, "Dancing with Numbers: Grow A Financially Healthy Business and Choreograph the Life You Want".

She holds an M.B.A from The Fuqua School of Business of Duke University, and a BS in Economics with a Finance concentration from The Wharton School at the University of Pennsylvania. For over 20 years, she’s been a finance professional. Half of the time was spent working on Wall Street while the other half was spent in the trenches side by side with small business owners.

As a result of working with FinCore, clients have been able to take control of their numbers and feel more confident in their ability to make decisions, while increasing profits by 10% and building a cash stash to invest in growth.

Ready to level up your money game? This episode of The Power of the Ask podcast—brought to you by Marshalls—features CEO and financial mastermind behind the Your Rich BFF brand, Vivian Tu. Vivian takes us behind the scenes of her journey from Wall Street trader to one of today’s most trusted voices in personal finance. She shares how and why she built her viral, community-centered brand, what she’s learned about empowering women through money, and why financial literacy doesn’t have to feel overwhelming — in fact, it can feel like chatting with your bestie.

Just in time for the holiday season, Vivian also shares how to set clear, achievable financial goals, beginner-friendly budgeting tips, and her signature luxe-for-less shopping hacks (hint: she’s a proud Marshalls girl). If you love a good deal, smart money moves, and a little bestie-to-bestie real talk, this episode is for you.

Important Links:

• Savvy Ladies (https://www.savvyladies.org/)
• Precious Williams' LinkedIn (https://www.linkedin.com/in/precious-l-williams/)
• Lisa Zeiderman's LinkedIn (https://www.linkedin.com/in/lisazeiderman/)
• Vivian Tu's LinkedIn (https://www.linkedin.com/in/viviantu-yourrichbff/)

Important Links for Vivian:

• Your Rich BFF (https://www.yourrichbff.com/)

About Vivian Tu:

Vivian Tu is on a mission to make the financial world less intimidating—and way more accessible—for everyone.

A former Wall Street trader turned content creator, Vivian’s titles include financial expert, speaker, entrepreneur, and the voice behind the wildly popular brand, Your Rich BFF.

In just three short years, she’s grown a massive community—over 8 million followers across platforms—by breaking down everything from credit scores to investing in an approachable manner and speaking to her fanbase like her peer– or as she likes to call them–her besties. You may have seen her featured on Forbes’ 30 Under 30 and Top Creators lists, or listened to her hit podcast, Networth and Chill. It’s one of the first of its kind, blending expert insights and real talk about money—and it shot straight to the top of the business charts.

Vivian’s unique ability to make finance feel friendly and fun has made her one of the most in-demand voices in the space. She’s partnered with Marshalls to to show us how we can all boost our financial literacy as a way of getting “the good stuff” in life, however we may individually define it..

And because getting “the good stuff” is a team effort, Marshalls partners with organizations like our own. With Marshalls’ support, Savvy Ladies helps equip women across the country take control of their finances with real tools that make financial empowerment possible.

As a long-term partner of Marshalls, Vivian has brought her inspiring, bite-sized lessons to women across the country through The Marshalls Good Stuff Social Club and The Marshalls Good Stuff Accelerator Program.

And if that’s not enough, she’s also a New York Times bestselling author—her debut book, RICH AF released in 2023 with rave reviews, and another on the way, hitting shelves in 2026.

Award-winning CFP® Professional and Women and Wealth Authority Cary Carbonaro shares her remarkable, decades-long journey through the financial industry, shattering the glass ceiling. Carbonaro reveals the bold, decisive moves that shaped her career, including walking away from a half-million-dollar Wall Street salary after 9/11, quartering her income, and ultimately choosing to build her own multimillion-dollar financial planning practice from scratch.

She talks candidly about the challenges of operating as a woman in a male-dominated industry, detailing the effects of implicit bias and the constant need for resilience. Her personal story—from a high-stakes divorce that inspired her first book to a toxic corporate sale that sparked her second—delivers a powerful message. Finally, and notably, as the first woman on the NASDAQ Advisor Council, she advocates for the power of the ask, arguing that women must stop waiting to be noticed or rewarded and instead become 100% responsible for their financial future to close the wealth gap.

• The Power of Self-Nomination: Carbonaro confidently “threw her hat in the ring” to become the first woman on the NASDAQ Advisor Council, proving the importance of asking for a seat at any table rather than waiting for an invitation.
• Career Reinvention & Independence: Hear why she quit a high-earning NYC job, quartered her salary, and built her own firm, illustrating that true wealth requires building your own platform and never settling for less.
• Resilience in a Male-Dominated Industry: A candid look at the implicit and unconscious bias women face in finance, stressing that resilience is the essential, non-negotiable trait needed to succeed.
• Lemons to Lemonade: Hear how she calls on deeply personal, difficult experiences—a multi-million-dollar divorce and a toxic corporate sale—as the motivation to write her best-selling books and share crucial lessons with the world.

Important Links:

• Savvy Ladies
• Precious Williams' LinkedIn
• Lisa Zeiderman's LinkedIn
• Cary Carbonaro's LinkedIn

Important Links for Cary:

• Cary Carbonaro's Website
• Cary's Women and Wealth Book

About Cary Carbonaro:

Cary Carbonaro is an award-winning Certified Financial Planner™ with over 25 years of experience. She is the Managing Wealth Advisor and Women and Wealth Ambassador at Ashton Thomas, where she leads a multimillion-dollar financial planning practice focused on empowering women. Cary is the bestselling author of The Money Queen’s Guide and Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune, which offers actionable strategies for better serving women in financial services.

It was a #1 new release in wealth management and #1 in business finance and economics. A respected industry voice, she’s been named as Investopedia’s Top 100 Financial Advisors list six times and is the first female member of the 2024 Nasdaq Advisor Council. She has been a CFP Board Ambassador for over a decade. Through speaking, media appearances, and advocacy, Cary champions financial literacy and female empowerment.