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Episode 123: In this episode of the Platinum Talks Wealth Podcast, Jennifer Rogers Markwell sits down with corporate leader turned entrepreneur Kelly McGinnis for a candid conversation about agency, ageism, money memories, and what it really takes to walk away from a high‑level executive career to build something on your own terms. Kelly shares how she spent more than 20 years rising through CFO, COO, and president roles before deciding to leave corporate life, despite the stability, the title, and the paycheck, to create a business aligned with her values, pace, and purpose. She opens up about witnessing layoffs from the inside, navigating the realities of ageism for women in their 40s and 50s, and why she ultimately chose control and autonomy over climbing any higher. Jennifer and Kelly explore the behavioral side of money, the irreplaceable value of lived experience in an AI‑driven world, and why communication, not perfection, is the foundation of financial partnership. Kelly also reflects on the early money memories that shaped her fear‑based decisions, the financial infidelity that strained her marriage, and the weekly family money meetings that now keep her household aligned. Guest: Kelly McGinnis https://leadwithkelly.substack.com/ Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 122: In this episode of the Platinum Talks Wealth Podcast, Jennifer Rogers Markwell sits down with financial advisor and accountant Dave Scott for a thoughtful conversation about the habits, mindset, and life experiences that shaped his financial journey. Dave shares how growing up in a structured military household, running a 150‑client paper route in fifth grade, and navigating early financial missteps ultimately led him to a career he now considers his dream job. Dave opens up about raising two sons through the University of Michigan engineering program, why he believes kids benefit from having “skin in the game,” and how even small, consistent contributions toward education savings can build long‑term confidence. He also highlights the overlooked estate documents families should have in place before a child heads off to college. Jennifer and Dave explore the psychology of money, the importance of communication within couples, and why understanding cash flow, not just budgeting, is the true foundation of financial clarity. Guest: Dave Scott https://www.linkedin.com/in/david-scott-cfp%C2%AE-636b8a38/ Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 121: In this episode of the Platinum Talks Wealth Podcast, Jennifer Rogers Markwell sits down with Tricia Scarletta, who leads the education savings business at JP Morgan Asset Management, for a deep dive into 529 plans. Tricia breaks down how 529s work, the surprising range of qualified expenses, from two and four-year colleges to trade schools, apprenticeships, tutoring, K–12 tuition, and even special‑needs supports. She also explains the new ability to roll unused funds into a Roth IRA, a feature that can jump‑start a young adult’s retirement savings. Tricia shares her own family’s journey navigating education planning, highlighting why starting early matters even when the future feels uncertain.   Guest: Tricia Scarletta https://www.linkedin.com/in/triciascarlata/   Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 120: In this episode of the Platinum Talks Wealth Podcast, Jennifer Rogers Markwell sits with Washoe County District Attorney Chris Hicks, who shares what he’s seeing behind the scenes as financial scams targeting seniors continue to rise. Chris breaks down how schemes work, why fear and urgency make people vulnerable, and the real cases where victims lost up to $500,000. He offers practical ways to slow down, verify information, and protect yourself or loved ones from cybercrime. Chris also reflects on the personal money memories that shaped him, a conversation designed to build awareness and strengthen financial confidence during Financial Literacy Month. Guest: Chris Hicks https://www.linkedin.com/in/chris-hicks-27373714/ Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 119: In this episode of the Platinum Talks Wealth Podcast, Jennifer Rogers Markwell sits down with Katie Talento, a healthcare policy expert, former White House health advisor, and epidemiologist who now builds health plans for employers. Katie Lento pulls back the curtain on what’s driving America’s healthcare crisis from misaligned incentives to hidden pricing to the trillion‑dollar interests shaping patient outcomes. Katie shares her unexpected path from global public health to Capitol Hill to the White House, and why she ultimately chose to work outside the system to create more healthcare solutions. Katie also opens up about the money lessons she learned from her economist father, the financial infidelity she experienced firsthand and how she and her husband navigate money and business ownership. Guest: Katie Talento https://www.linkedin.com/in/katytalento/ Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 118: In this episode of the Platinum Talks Wealth Podcast, Jennifer Rogers Markwell welcomes Taryn Huget, a senior leader at LPL Financial, for an inspiring conversation about unyielding leadership, overcoming fear, and the money memories that shaped her relationship with financial independence. Taryn opens up about the word her colleagues used to describe her—unyielding—and how discipline, determination, and purpose have guided her both personally and professionally. She shares the powerful influence of her grandmother, the early experiences that made her acutely aware of money differences among peers, and how those childhood insecurities still echo in adulthood. She also reflects on her journey from being terrified of public speaking in college to confidently presenting on a stage of 10,000 people, the mentors who pushed her forward, and the mindset shift that changed everything. Taryn discusses the financial infidelity she grew up with, silence around money, and how she’s breaking that cycle by creating open, healthy conversations with her own children. Guest: Taryn Huget https://www.linkedin.com/in/taryn-huget-97936653/ Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 117: In this episode of the Platinum Talks Wealth Podcast, Jennifer Rogers Markwell welcomes Will Shaw, former NFL player turned tech entrepreneur and M&A advisor, for a powerful conversation about reinvention, disciplined money habits, and the financial lessons that shaped his life. Will shares his winding journey from playing for the Steelers and Eagles to building and selling tech companies and ultimately running an M&A firm focused on professional and industrial services. He opens up about the money memory that defined his approach to saving, the financial infidelity he fell into as an entrepreneur, and how transparency and partnership with his wife transformed the way he manages both business and personal finances. Guest: Will Shaw Founder • M&A Advisor • Former NFL Athlete https://www.linkedin.com/in/willshaw8/ Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 116: In this episode of the Platinum Talks Wealth Podcast, Jennifer Rogers Markwell welcomes Stephanie Funk, estate planning attorney and owner of The Funk Firm, for a powerful conversation about planning, protection, money memories, and the financial infidelity that changed the entire trajectory of her life. Stephanie shares how she found her way into estate planning, why personalized legal guidance matters, and the most common mistakes she sees families make when they rely on DIY documents. She also opens up about the money memory that shaped her financial habits and the shocking financial infidelity she experienced in college. A moment that ultimately led her to law school and her passion for helping others protect themselves and their families. Guest: Stephanie Funk Owner • Estate Planning Attorney • The Funk Firm https://www.funkfirm.com https://www.linkedin.com/in/stephanie-funk-80325640 Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 115: In this episode of the Platinum Talks WealthPodcast, Jennifer Rogers Markwell welcomes Kimberly Sanders, champion of advisor independence at LPL Financial, for a candid conversation about independence, leadership, and the money memories that shape us. Kimberly shares how her lifelong independence influences her work and family life, her early money lessons from always working and the financial infidelity she regrets. She also highlights two powerful family strategies she created for her daughters and the discipline of living on one income to create long‑term freedom and choice.   Guest: Kimberly Sanders  https://www.linkedin.com/in/kimberly-sanders/ Consultant • Advocate • Leader in Advisor Growth &Independence   Guests or their company are not affiliated with and/orendorsed by LPL Financial or Platinum Wealth Management.

Episode 114: In this episode of the Platinum Talks Wealth Podcast, Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell welcomes Dr. Robin; author, executive coach, and the “Mental MacGyver” for an extraordinary conversationabout identity, resilience, and the lifelong psychology of money. Dr. Robin shares her astonishing journey from growing up ina religious cult to being married at 18 to her first cousin, navigating financial chaos, escaping multiple traumatic relationships, rebuilding her life through education and entrepreneurship, and ultimately reclaiming her name andher power. She also discusses the moment that sparked hertransformation the realization that “you cannot build a life you love on a name you hate” and how that insight led her to write her memoir, I’d Like to Thank the Cartel for Getting Me Out of the Cult. Throughout the episode, Dr. Robin and Jennifer explore thedeep emotional roots of money memories, the impact of scarcity mindset, and the ongoing work of rewriting financial narratives shaped by trauma. Dr. Robin also opens up about financial infidelity in her early marriage, the lingeringeffects of fear-based conditioning, and how she now helps founders and funders navigate chaos with clarity and confidence. Guest: Dr. Robyn Lynette https://thankthecartel.com/ https://mentalmacgyver.com/ Guests or their company are not affiliated with and/orendorsed by LPL Financial or Platinum Wealth Management.

Episode 113: In this episode of Platinum Talks Wealth Podcast, Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell welcomes Carrie Rich, as she shares her journey of building companies founded on big ideas that positively impact humanity, including more than a decade leading a global nonprofit that invests in entrepreneurs using financially viable businesses for good. Carrie also discusses the lessons learned from her first unicorn investment, which helped thousands of low-income Americans establish credit scores and access new opportunities. Guest: Carrie Rich https://carrierrich.com/about Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 112: In this episode of Platinum Talks Wealth Podcast, Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell welcomes Nicole Quinn Miles, a health and welfare consultant who helps businesses optimize their employee benefits programs. Nicole shares how a chance Friday sales call launched her 20-year career in insurance, and how a deeply personal money memory shaped her commitment to empowering others. She opens up about financial infidelity, both personal and relational, and how honesty, accountability, and communication transformed her financial life. Guest: Nicole Quinn Miles https://www.linkedin.com/in/nicolequinnmiles Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 111: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell, President of Platinum Wealth Management, in conversation with Dr. Dee. She specializes in helping executive women overcome burnout, hormone imbalances, and chronic exhaustion to reclaim their vitality and edge. In this episode, they explore the intersection of how physical well-being influences decision-making, the emotional roots of financial behavior, and the impact of early money memories and financial infidelities. From childhood health struggles to navigating high-stakes parenting and career transitions, they share powerful insights on prioritizing wellness, making conscious financial choices, and raising financially aware children. Guest: Dr. Danielle Zanzarov, PhD https://southbaywellness.com/dr-danielle-zanzarov Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Episode 110: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell, President of Platinum Wealth Management, in conversation with Dr. Ted Klontz, widely known as “The People Whisperer.” As Associate Professorof Practice and Financial Psychology at Creighton University and Director of the Financial Psychology Institute®, Dr. Klontz brings a unique lens to the emotional and behavioral patterns that shape our financial lives. In this episode, they dive into the psychology behind money decisions, how emotional intelligence impacts financial planning, and why understanding human behavior is key to building wealth. From consulting with top entertainment celebrities to leading transformative workshops, Dr. Klontz shares insights from his career.   Guest: Dr. Ted Klontz https://www.klontzconsulting.com/    Guests or their company are not affiliated with and/orendorsed by LPL Financial or Platinum Wealth Management.

Episode 109: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell, President of Platinum Wealth Management, in conversation with Briana Pusateri, a seasoned banking professional whose personal and professional evolution offers a candid look at how life transitions shape our financial mindset. In this episode, they explore the emotional ties to money, the importance of financial transparency in relationships, and how intentional planning; from wedding savings to building a family can transform financial anxiety into empowerment. Guest: Briana Pusateri https://www.facebook.com/groups/585910043336318/ Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.