EP109: Who’s Really Qualified to Touch Your Money with Karla Ukman

May 6, 2025

Episode Summary:

This episode is your official permission slip to stop waiting until you “hit a number” to start taking your money seriously. I’m joined by licensed advisor and wealth strategist Karla Ukman — who is very much Not Your Father’s Advisor™ — to break down the difference between legit financial planning and the unregulated noise online.

We dig into:

  • The real difference between financial advisors, planners, coaches, and CFOs

  • Why unlicensed advice is not only wrong, it’s illegal

  • How to build a money team (and stop expecting one person to do it all)

  • What self-trust has to do with your financial future

  • Why wealth isn’t a vibe — it’s a system

Karla’s perspective is grounded, generous, and deeply needed in a space full of people handing out advice they’re not trained (or allowed) to give. If you’ve been feeling confused, overwhelmed, or low-key gaslit by the online business world, this one’s for you.

Quotable Quotes:

  • “Education is different than recommendation. One is legal without a license — the other is not.”
  • “You don’t need to wait until you have money to work with a financial advisor. That’s the lie keeping people broke.”
  • “A Roth IRA isn’t a strategy. It’s a tool. And it might not be the right one for you.”
  • “Hiring one person to do everything — your books, your financial planning, your legal — is how you set yourself up to lose.”
  • “The system wants us to keep working until the day we die. Building wealth is how we push back.”
Guest Bio:

Karla Ukman is “Not Your Father’s Advisor”™. For over a decade, she has dedicated herself to empowering women and marginalized communities to achieve their financial goals. Karla, a passionate financial education advocate, strives to widely spread financial literacy and empowerment. She’s on a mission to share wealth-building tools and education—resources usually exclusive to other communities — to create generational change.

Connect with Karla:

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  • And if you’re ready to dive even deeper, grab a copy of my book Bite-Sized Blasphemy and ignite your inner fire to do life and business your way.
  • The Business Blasphemy Podcast is sponsored by Corporate Rehab® Strategic Consulting.
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