Rebecca Irey

Breaking the System, Building the Legacy.

Female from Austin, United states and speaks English

Available for Collaboration, Interviews in In-Person, Remote Formats

1. Families in Transition or Growth
Who: Married couples, blended families, parents with young children or college-bound students
Needs: Holistic financial planning, College funding strategies, Tax-free retirement, Risk protection & estate planning
Pain Points: Overwhelmed by debt, expenses, and planning gaps, Uncertainty around how to leave a legacy, Desire for personalized, values-driven advice

2. Pre-Retirees & Retirees
Who: Individuals age 50+, federal employees, veterans, professionals nearing retirement
Needs: Social Security & Medicare optimization, Retirement income strategy (TSP, IRA, pension drawdown), Tax efficiency and healthcare coordination
Pain Points: Fear of outliving savings, Confusion over timing and benefit coordination, Distrust of one-size-fits-all advice

3. Women in Transition
Who: Divorced, widowed, or career-shifting women managing finances solo
Needs: Clarity and confidence in financial decision-making, Protection, cash flow, and estate planning, Education and mentorship
Pain Points: Lack of tailored guidance, Feeling ignored or underserved by traditional advisors

4. Small Business Owners
Who: Entrepreneurs, consultants, family business owners, 1099 professionals
Needs: Tax reduction and entity planning, Business succession strategies, Employee benefits & retention, Risk mitigation and retirement options
Pain Points: Paying too much in taxes, No succession or exit plan, Lack of coordination between business and personal finances

5. Millennial and GenZ families who know the financial deck is stacked against them but aren't sure how to build a financially stable future with the cards they have.

Topics Discussed by Rebecca Irey

Investment StrategiesPersonal FinanceEntrepreneurship

About Rebecca Irey

Rebecca Irey, CEO | Blue Skye Financial Rebecca Irey is the visionary behind Blue Skye Financial—a national firm helping families, retirees, and business owners transition from financial uncertainty to legacy wealth.

With a unique blend of financial expertise, values-driven planning, and heartfelt advocacy, Rebecca leads a team that empowers clients to build tax-efficient, purpose-filled futures.

She believes in holistic guidance, personalized support, and restoring dignity through financial independence.

Availability for Interviews

Everyday except Sunday from 9am to 5pm America/Chicago

Interview & Promotion Format

  • Guest Form
  • Pre-Interview Call
  • Share Episodes
  • Email Subscribers

Target Audience

1. Families in Transition or Growth
Who: Married couples, blended families, parents with young children or college-bound students
Needs: Holistic financial planning, College funding strategies, Tax-free retirement, Risk protection & estate planning
Pain Points: Overwhelmed by debt, expenses, and planning gaps, Uncertainty around how to leave a legacy, Desire for personalized, values-driven advice

2. Pre-Retirees & Retirees
Who: Individuals age 50+, federal employees, veterans, professionals nearing retirement
Needs: Social Security & Medicare optimization, Retirement income strategy (TSP, IRA, pension drawdown), Tax efficiency and healthcare coordination
Pain Points: Fear of outliving savings, Confusion over timing and benefit coordination, Distrust of one-size-fits-all advice

3. Women in Transition
Who: Divorced, widowed, or career-shifting women managing finances solo
Needs: Clarity and confidence in financial decision-making, Protection, cash flow, and estate planning, Education and mentorship
Pain Points: Lack of tailored guidance, Feeling ignored or underserved by traditional advisors

4. Small Business Owners
Who: Entrepreneurs, consultants, family business owners, 1099 professionals
Needs: Tax reduction and entity planning, Business succession strategies, Employee benefits & retention, Risk mitigation and retirement options
Pain Points: Paying too much in taxes, No succession or exit plan, Lack of coordination between business and personal finances

5. Millennial and GenZ families who know the financial deck is stacked against them but aren't sure how to build a financially stable future with the cards they have.

Why Invite Rebecca Irey as a Guest?

✅ 1. She Turns Complexity Into Clarity Rebecca has a gift for making complex financial topics—like tax-free retirement, Social Security optimization, and estate planning—clear, actionable, and empowering for everyday people. Listeners walk away saying, “Finally, someone who explains this so I can actually do something about it.” ✅ 2. She Brings Heart to Finance Rebecca isn’t your typical money expert. She leads with values, storytelling, and purpose. Her mission to “change the financial trajectory of American families” shines through every word—and she’s not afraid to talk about the emotional side of money, legacy, and independence. ✅ 3. She Speaks to the Underserved Whether it's women in transition, veterans, federal employees, or overwhelmed families, Rebecca champions people often ignored by the financial industry. She shows them that they’re not only worthy of wealth—they can build it. ✅ 4. She’s Built the Business and the Brand Rebecca doesn’t just talk theory. As the CEO of Blue Skye Financial, she’s built a thriving values-based financial firm, developed elite sales teams, partnered with Save the Children, and created systems that scale with heart. She knows what it means to lead, grow, and serve. ✅ 5. She Brings Energy, Humor & Truth With her sharp wit and candid insights, Rebecca is entertaining and enlightening. She’s the kind of guest who drops truth bombs with a smile, leaves your audience thinking differently, and makes them want to hit replay.