Published Work
Check out a selection of content I’ve had the pleasure of working on, including online written content, B2B marketing materials, and podcasts.
Business/B2B
- Maximizing the benefits of digital income verification for underwriting and risk management – Banking Dive
- 3 Best Practices for Expense Approvals – American Express (Business Class)
- What Finance & Accounting Leaders Should Consider at Every Stage of a Transaction – BDO (in partnership with CFO Dive)
- The Future of Indirect Tax: How Finance Leaders Are Staying Ahead of Changing Regulations – Sovos (in partnership with StudioID)
- How to Manage Employee Credit Cards – American Express (Business Class)
- Navigating the complexity of 1099-DA (crypto tax) compliance (interactive infographic) – Sovos
- Is your data accurate enough to mirror the government tax authority? (interactive quiz) – Sovos
- The best of both worlds: Improving customer experience for gig workers to drive business growth – Banking Dive
- How Park Ridge Bank Increased Scalability and Operational Efficiency for Its Commercial Loan Program – Salesforce (case study)
- Keep Your Business Safe by Teaching Employees to Spot Fraud – Old National
- Mobile App Marketing: Challenges and Opportunities for Finance and Insurance Companies – Branch (report with original survey data)
- CFO Q2 2023 Outlook: Growing Confidence, Healthy Expansion Despite Labor Challenges (survey report) – CFO.com
- Don’t Fall Behind: Top 7 AR Strategies Every CRO Should Embrace in 2022 – Gaviti whitepaper
- What is a merchant account? Everything you need to know – USA TODAY Blueprint
- Why Your Small Business Needs Its Own Credit Card – International Business Times
- How to Repurpose Content to Maximize Your Reach – WordPress
- Online Business Model Basics – WordPress
Credit/Loans/Investing
- Expert Assist vs. Expert Full Service: How to Choose the Right TurboTax Expert Service – Intuit
- Confession: I Almost Forgot to Add My Newborn to My Taxes. Don’t Make My Mistake. – Intuit
- 5 vital steps to take 5 years before you retire – Prudential
- Routing Fraud and Mastering Cash Flow Optimization – BankUnited
- The Business Owner’s Guide to Cash Flow – BankUnited
- 6 Money–Saving Strategies for Small Business Owners – BankUnited
- How to start investing: A step-by-step guide – Yahoo Finance
- Can An Authorized User On A Credit Card Help You Build Credit? – Rocket Money
- How to get American Express preapproval – USA TODAY Blueprint
- Why Payday Loans Are Considered Predatory – SoFi
- How 529 College Plans Work – CNBC Select
- Socially responsible investing can help you make a positive impact: Here’s what you need to know – CNBC Select
Personal Finance
- How to Plan Financially for a Mental Health Leave – Stash
- How do you know if you’re rich? – Prudential
- What is the cost of divorce in 2024? – Prudential
- What Is Cash Surrender Value? – US News
- How To File A Claim For Life Insurance – Rocket Money
- What Is Final Expense Life Insurance? – US News
- How does car insurance work? – USA TODAY Blueprint
- What is Inflation? – Chime
- What You Should Know About Life Insurance Agency Ratings – Fabric by Gerber Life
Real Estate
Personal Liability Renters Insurance: Are You Covered? – Forbes
Sellers, Don’t Panic: What to Do If Your Home Doesn’t Receive Any Offers – New American Funding
Here’s what you need to know before buying a fixer upper – Bankrate
Counter Offers in Real Estate: How to Make One and What to Do if You’re Countered – Zillow
17 questions to ask your Realtor when buying your first home – Fox News
USDA Loan Down Payment: How to Qualify for Zero Down – Home.com
Podcasts/Video Projects
I work with clients in ideation, scripting, hosting and working with talent on podcasts.
The Important Part
(ideation, scripting, production)
The Important Part: Investing with Liz Young, in partnership with Pod People, features the head of investment at SoFi as the host. The podcast aims to teach intermediate investors various topics to help better inform their investment decisions such as ones related to crypto, real estate, and thematic investing. I was responsible for producing the first two seasons.
Click here for Apple Podcasts or Spotify.
Who Dares Wins
(scripting, production)
Who Dares Wins, a SoFi production in partnership with Pod People, features Anthony Noto, SoFi’s CEO as the host of the show. The podcast centers on Anthony’s mission to empower others through financial wellness, investing in themselves and their values. Guests he speaks with are meant to inspire others through their stories of determination and grit, and include those such as Rebecca Minkoff, Brandon Copeland, and Melissa Ben-Ishay (co-founder of Baked by Melissa).
Click here for Apple Podcasts or Spotify.
Modern Tax Compliance
(ideation, scripting, on-air talent)
Beyond The Dollar
(host and producer)
Beyond The Dollar is self-produced and hosted by Sarah Li Cain and covers personal finance from a holistic point of view. It features deep and honest conversations about how money affects your well-being. In other words, it’s a podcast that looks at life events and transitions through the lens of money.
Click here for Apple Podcasts or Spotify.
The Plutus Awards Podcast
(host and guest management)
Sarah is the host of the second and third season of the Plutus Awards Podcast, a show featuring top authors, podcasters, video creators, and speakers in the finance and business industry. Each episode goes behind the scenes and provides a candid look at how the guest navigates both their personal and business life.
Podcasting Q&A
(scripting, on-air talent)
Sarah is a co-host of Podcasting Q&A, a branded podcast from Buzzsprout, a podcast hosting company – also available in video format via their Youtube channel. Independent podcasters send in their podcast-related questions and the co-hosts answer them in short answers that are both practical and quick to implement.
Webinar Moderation
I script webinars and act as a host/moderator for several B2B organizations. Please contact me for samples. My equipment includes a professional mic, headphones (to prevent echoes), and a high resolution webcam
Contact me to get started.
I’d love to hear from you and partner up with your upcoming project.
Email: sarah@sarahlicainwrites.com
