Money O2

Welcome back to MONEYO2! In this conversation, I’m joined by Carl Richards—the creator of the Sketch Guy column, a CFP®, and bestselling author whose simple drawings help people see money more clearly. Carl’s story begins with an accidental entry into finance and evolves into a career dedicated to helping people talk honestly about money, align decisions with values, and take action. Carl and I ex...

Welcome back to MONEYO2! In this timely episode, I'm joined by real estate executive and ‘influencer Zachary (Zach) Foust @zachary.loft—a real estate executive turned influencer who's reshaping conversations around money, work, the economy, and housing. Zach's journey wasn't linear: after working in the prison system and navigating years of trial-and-error, he built a profitable bu...

Welcome back to MONEYO2! Today, we’re joined by Chris Baran, renowned Educator and Coach - who talks about the real process of creating transformation.  Chris shares his inspiring journey to overcome your “disabling stories.” This episode is packed with practical tips, mindset shifts, and empowering advice to help you break free from financial stress and build a prosperous future. In this episode,...

Welcome back to MONEYO2! In this deeply personal episode, I’m joined by Rachel Wilkerson — our amazing partner coordinator at Qnity and a passionate advocate for financial wellness and literacy. Rachel’s journey is a testament to resilience: from navigating early motherhood and domestic violence to overcoming financial hardship and rebuilding her life with intentionality and courage. Rachel grew u...

In this episode, I'm joined by Phil Wood—a powerhouse educator who turned a dream into reality through strategic goal-setting, relentless work ethic, and smart financial planning. Phil's story is one of transformation: from being homeless at 15 to living his dream life in Hawaii while supporting his family and in-laws. In this episode, Phil shares: How vision boards and written goals helpe...

Welcome back to MONEYO2! If the stock market feels like a confusing blur of charts, headlines, and buzzwords—this episode is for you. Today, I’m joined by Brian Feroldi, a financial educator, former contributor to The Motley Fool , and author of Why Does the Stock Market Go Up? —a book that breaks down investing. Brian believes that investing doesn’t have to be complicated. And in this conversatio...

Welcome back to Season 3 of MONEYO2! In today’s episode, I’m joined by Jen Lyles from Beauty School Marketing Group for a powerful conversation about a challenge that’s impacting so many of our beauty and wellness students: financial stress. A recent Pivot Point study revealed that financial worries are the leading cause of mental and social health challenges among students. Many students are so b...

If you or someone you know is carrying debt—or quietly stressed about it—this episode is for you. Today’s guest, Kate Bulger, joins us from Money Management International (MMI), one of the nation’s leading nonprofit credit counseling agencies. Kate has worked in this space for over 20 years, and she’s sounding the alarm on something we all need to pay attention to: the debt crisis is hitting young...

Welcome back to MONEYO2! Today’s guest, Ashlee Piper, knows firsthand what it’s like to be caught in the cycle of spending and stress. Once a fast-paced political strategist with a love for fashion and wellness trends, Ashlee found herself constantly shopping—but feeling increasingly disconnected.  So she made a radical decision: buy nothing new for a year. What started as a personal challenge bec...

Welcome back to MONEYO2! Today's episode features Elizabeth Faye, founder of The Vitality Project and Hair Love University, former hairdresser turned healer, trauma-informed life coach, and creator of the industry's first workplace wellness program. In an era of burnout and hustle culture, Elizabeth shares her powerful journey from hustling to the point of health collapse to finding a bala...

Welcome back to MONEYO2! Today's episode features Christine Benz, Director of Personal Finance and Retirement Planning for Morningstar and author of "How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement." In a time of market uncertainty, Christine shares practical wisdom for weathering financial storms and making smart retirement decisions. Her guiding philosophy...

Today's conversation is with Kathryn Anne Edwards, a PhD Economist who studies labor markets, public policy, and inequality. She's also an economic policy consultant, as well as the host of the podcast, Optimist Economy. In this episode, Kathryn shares her transformative experience witnessing the 2008 Recession and how this shaped her career trajectory. The focus of today's episode is education on...

Welcome back to MONEYO2! If you've ever faced financial challenges, or perhaps you find yourself in one now, this episode is essential listening. Today, I'm joined by Lynnette Khalfani-Cox —renowned financial expert, author of 16 books, former Wall Street Journal reporter, and trusted voice who’s been featured on Dr. Phil, Oprah and is a regular contributor on CNN and other media outlets.  Lynnett...

Welcome to Season 3 of MONEYO2! If you are a business owner thinking about how to exit, sell, or transition your business - this episode is for you. Today's guest, April Oury, is an inspiring example of someone who ran a small, service-based business and then was able to ultimately scale it from 2 to 8 locations, and then ultimately exit for a nearly 8-figure exit (which is about $10MM). April tal...

In this episode, we're joined by Evol Greaves, VP of Engineering at Betterment. Evol shares his powerful journey from financial stress to financial freedom, offering valuable insights for anyone looking to improve their financial situation. Born and raised in Jamaica, Evol moved to the United States at 17 to pursue his education. Despite starting with good saving habits, he found himself $100,000...

Hello, MONEYO2 listeners! Today we're joined by Gay Gaddis, a true entrepreneurial powerhouse who turned a $16,000 investment from her 401k into the largest independent female-owned advertising agency in the United States. Gay's journey from humble beginnings to selling her multi-million dollar company is nothing short of inspirational. In this episode, Gay shares her incredible story of r...

Hello again, we are back with part 2 of our insightful conversation with Betsey Stevenson, the renowned economist and former Chief Economist at the U.S. Department of Labor. In this episode, Betsey delves into the future of work and education in our rapidly evolving economy. We explore the impact of AI on the job market, particularly for white-collar workers, and discuss the growing importance of...

Hello MONEYO2 listeners! In this episode, we're joined by Katy Song, a Certified Financial Planner and the Chief Financial Planner for Domain Money. A former investment banker turned CFP, Katy brings a wealth of experience, having completed over 800 personalized financial plans throughout her career. In this insightful conversation, we use Qnity's framework of MONEY EDU/MONEY PRO to struct...

In this episode, we're joined by Jordan Grumet, also known as ‘Doc G’ - a former hospice doctor turned leader in the financial independence movement. Jordan spent years as a physician before burning out and discovering a new path that combines his medical insights with personal finance wisdom. Today, Jordan shares invaluable lessons learned from his experiences with dying patients and his jour...

Hey there, Money02 listeners! This is part 1 of 2 insightful conversations with Betsey Stevenson, a Harvard-trained PhD in economics who has served as the Chief Economist at the U.S. Department of Labor and as a direct advisor to President Obama on labor and social policy issues. In this episode, Betsey shares her journey into economics and how she became passionate about using economic tools to m...

In this episode, we’re joined by personal finance expert Jonathan Clements. Jonathan spent over 20 years at The Wall Street Journal as the newspaper’s personal finance columnist, 6 years at CitiGroup as the Director of Financial Educator, and is the author of multiple books on the topic of money. Today, Jonathan shares invaluable wisdom gleaned from his decades of experience as a financial journal...

In this episode, we sit down with Bill Yount, the Host and Creator of the Catching up To FI podcast. As an ER physician, Bill and his wife experienced a ‘wake up call’ in their late forties and early fifties. They were high earners, living in a big house, but with little to show for it and ill-prepared for retirement. Bill shares his remarkable journey of completely overhauling his life – from sel...

In this episode, we're joined by Jenn Lyles, who shares her inspiring journey to financial freedom and the sacrifices she and her husband made to achieve it. Jenn takes us through their remarkable experience, where they conquered a $215,000 mortgage not in 30 years, but in just 4. Their path to becoming debt-free wasn't conventional; they made sacrifices that many wouldn't consider, su...

Welcome back to MONEYO2! I am thrilled to welcome Allan Roth to the podcast. Allan brings a wealth of expertise as the Founder of Wealth Logic, an hourly-based Investment Advisory and Financial Planning firm. Allan is also the author of the book, “How a Second Grader Beats Wall Street,” and serves as a writer for numerous other financial publications. In this episode, Allan shares his investing ph...

Welcome back to MONEYO2! I am absolutely thrilled to introduce this week's guest, JL Collins. JL is not only a renowned financial blogger but also the author of what I believe is one of the simplest yet most powerful books on personal finance, aptly titled "The Simple Path to Wealth." Remarkably, he achieved full financial independence in his late 30s. In this episode, we're divi...