What happens when you achieve the life you worked hard to build and realize it no longer fits? Matt shares the moment he passed the CFP, looked at a future of safety and respect, and felt only boredom. That realization sparked a different kind of certainty, one rooted in agency, self trust, and the courage to become a beginner again.

Guest Bio:

Matt Mosich is an executive communication and speaker coach who helps leaders transform how they show up in high-pressure conversations — on stage, in investor meetings, and in the media. His work sits at the intersection of storytelling, psychology, and performance, helping senior executives and frontline leaders turn complex ideas into simple, human messages that earn trust and inspire action.

After nearly a decade in wealth management, Matt founded The Mosich Group to follow a conviction he’s held since he was 21: our communication defines our reputation. That belief – simple but often overlooked – still fuels his work with CEOs, founders, and keynote speakers across wealth, banking, and digital assets, helping them lead with clarity, conviction, and calm under pressure.

A frequent speaker on storytelling, executive presence, and the neuroscience of influence, Matt has worked with audiences ranging from emerging leaders to public company executives. His talks challenge leaders to see communication as a competitive advantage – and storytelling as the most underused leadership tool in business today.

Connect with Matt:

LinkedIn

Connect with Theresa and Ivana:

Theresa, True Strategy Consultants: tsc-consultants.com
LinkedIn @treeconti, Insta @tscconsultants

Ivana, Courageous Being: courageousbeing.com
LinkedIn @ivipol, Insta @courbeing

SITP team, Step Into The Pivot: stepintothepivot.com
LinkedIn @step-into-the-pivot, YouTube @StepIntoThePivot

A new year can get noisy with ambitions goals that never get reached, so we chose a more deliberate and sustainable path. In this episode, we focus on clear intentions, values-led choices, and simple actions that actually stick. Instead of chasing balance, Theresa and Ivana show how they plan to work toward integration, guided by one steady theme that keeps decisions honest.

We pay attention to the whole self: the body, nervous system, spirit, relationships, money, and time. From strength and mobility to quick regulation tools, clean boundaries, calm money systems, and protected attention. To make it fun, and help anchor the intentions, we use Courage Cards to create an Action Board, a grounded, values-based alternative to a vision board that turns intention into movement.

In this way, we have a simple framework, practical prompts, and a way to adjust as life changes, without starting over.

What is your guiding theme for 2026?

Connect with Theresa and Ivana:

Theresa, True Strategy Consultants: tsc-consultants.com
LinkedIn @treeconti, Insta @tscconsultants

Ivana, Courageous Being: courageousbeing.com
LinkedIn @ivipol, Insta @courbeing

SITP team, Step Into The Pivot: stepintothepivot.com
LinkedIn @step-into-the-pivot, YouTube @StepIntoThePivot

What happens when life throws multiple pivots at you simultaneously? Jessica Porter found herself facing this exact scenario when she moved from Texas to Portland, transitioned from the automotive industry to financial services, and became a stepmother to an eight-year-old. All at the same time.

Jessica's journey begins with the challenges of relocating to rainy Portland in January, knowing virtually no one except her partner who worked long hours. At 27, she discovered the difficulty of making adult friendships, pushing herself as an introvert to join Meetup groups and networking events. "Making friends as an adult is a lot harder than you think," she shares, describing her evolution from networking novice to confident professional through persistence and authenticity.

Eleven years later, Jessica has transformed these simultaneous pivots into a life she "could never have seen" for herself - a thriving career as a partner and co-founder of the 401k Girls, a strong marriage, and a meaningful relationship with her now 19-year-old stepdaughter. Her story reminds us that sometimes the most rewarding paths forward come when we say yes to multiple changes at once.

Guest Bio:

As one of three children of a plumber and a homemaker, Jessica grew up never knowing what a financial advisor was. Once immersing herself in the industry and learning the incredible ways advisors can help people, she focused her practice on providing the education and planning that helps her clients gain a handle on their finances and not only avoid making mistakes that so many do, but strategically plan for their futures.

In 2025, Jessica and a colleague founded The 401(k) Girls with the goal to make financial education approachable, relatable, and actually fun. Whether you’re a young professional just getting started or a seasoned exec gearing up for retirement, they can help you avoid common pitfalls, plan strategically, and take control of your financial future.

Connect with Jessica:

LinkedIn

Connect with Theresa and Ivana:

Theresa, True Strategy Consultants: tsc-consultants.com
LinkedIn @treeconti, Insta @tscconsultants

Ivana, Courageous Being: courageousbeing.com
LinkedIn @ivipol, Insta @courbeing

SITP team, Step Into The Pivot: stepintothepivot.com
LinkedIn @step-into-the-pivot, YouTube @StepIntoThePivot