Money Minute

In this episode, Melony and Derek discuss their podcast Blacklining Forum. The Blacklining Forum reflects our awareness of redlining, the systemic and notorious practice in the home lending industry that excluded generations of Black people from the housing market, and which devalued Black and Brown communities across the United States.   They answer the following questions: How did you becom...

Title: The Importance of Capturing Our Lives' Stories In this episode, Dr. Jandi Kelly discusses the importance of storytelling. She helps us learn how to strengthen interpersonal relationships and foster conversations. She answers the following questions: What does your company A Talk to Remember do? Can you walk us through the legacy film creation process? How does this all work?  Why is it...

In this episode, Chris addresses the following questions: What inherent traits make female investors so successful? What are some blind spots that female investors should be aware of? Why is maximizing your human capital more important than your investments? What are some important considerations for 1st generation Asian American investors? How can we incorporate mindfulness into our personal fina...

In this episode, Jennifer discusses the results of a survey and shares the top financial concerns for retirees. Jennifer Schell is a Certified Annuity Specialist® and award-winning writer focused on demystifying annuities and other financial topics. Her expertise has been featured in prominent publications including Finseca Focus Magazine, TABBForum, CNET, and Yahoo! Finance. She is a member of bo...

In this episode, Christian answers the following questions: How complex is the process of buying an annuity? What do potential customers need to do before starting the buying process? How important is it to work with an insurance professional or financial advisor? What information will people need when going through the process of buying an annuity? What happens after you have picked your annuity...

In this episode, Sara answers the following questions: Where do you start when you want to simplify your personal finances? How do you find your numbers? What do I do with my numbers once I have them? How will knowing the numbers benefit me and make my life easy? How can you help me? Sara Hobbs is the CEO & Co-Founder of Forecastle Financial, a boutique virtual Personal Bookkeeping firm based...

In this episode, Adam discusses the importance of financial intimacy. He answers the following questions: What is financial intimacy? How can a saver and a spender get on the same page? What role do gender dynamics play with money in relationships? For example, with female breadwinners? Who is your book for, and what is its aim? What things do you hear your clients saying that push them further ap...

In this episode, Nikki discusses the following: The biggest challenges Black women business owners face today, especially in the current economic climate. How Buy From a Black Woman supports Black women entrepreneurs and the impact in the community as a result? How the defunding of DEI programs has affected Black women-owned businesses, and how she and her  organization are responding to thes...

In this episode, Carla tells us about her transition to the financial advice profession. She discusses the topic of insurance and caring for aging relatives. She shares her experience of serving as a full-time caregiver for her mom and the importance of planning and preparation. To learn more, visit: https://www.linkedin.com/in/margueritacheng Listen to more episodes on Mission Matters: https://mi...

In this episode, Ellen shares the following insights with us: Our relationships with Money, what do you mean by that? How can shifting this make a difference in our lives and businesses? We hear a lot about scarcity thinking and abundance thinking, what does this really mean?  It's so easy to fall into fear and worry about money. Why is this a problem? How can people shift out of worry? How&n...

In this episode, social impact entrepreneur and Co-Founder & CEO of Yardsworth, Matt Lucido shares his expertise about the following: Tell us about Senate Bill 9, also known as the HOME Act, and how it works? How much can a homeowner make selling their yard? The origin of Yardsworth-the story about how this company came about. What determines how much someone can make, and what are the eligibi...

In the episode, Richard Yoon, Founder of Luci, a gamified personal finance app (think DuoLingo + budgeting and other personal finance goals), shares his passion for making personal finance fun and simple. He also answers the following questions: What are your and your team's backgrounds? What is Luci? Why did you start Luci? How is Luci different from other budgeting apps? What's the current statu...

During this episode, Christian Simmons, Certified Educator in Personal Finance and financial writer with Annuity.org answers the following questions: What are some of the best ways to save for retirement? How much does the average person need to save to retire comfortably? What can someone do to catch up for retirement planning? Where will your money go once you are in retirement?  What are t...

In this episode, Josh Thompson, COO of Kordis answers the following questions: What's the difference between a fractional CFO and a full-time CFO? What does a CFO do that an accountant doesn't? When is the right time to hire a CFO? How do bookkeeping and accounting work? Why does a business need both? What makes Kordis different from other fractional CFO offerings? Josh Thompson served for 20 year...

In this episode, Isabelle discusses the concept of doing "business for good" and the United Nations 17 Goals for sustainable development to build an inclusive and resilient future for people and the planet.  Isabelle will answer the following questions: How to become a consultant/coach/freelancer with limited financial risks?  What she has learned about entrepreneurs starting a business...

In this episode, Certified Annuity Specialist® Jennifer Schell demystifies annuities and answers the following questions: What are the different types of annuities? How might an annuity fit into a person’s overall retirement plan? Why do you think annuities have become more popular in the last few years? Why should especially women be aware of annuities and their benefits? What should women know a...

During this episode, Lawrence answers the following questions: How Important Mindset is on the Path to Wealth? How to achieve millionaire status while making less than $70,000? How does Tax Planning play an important role in Building Wealth? Why Cash Flow is king? What strategies can help boost your retirement income today? Lawrence Delva-Gonzalez is the owner of The Neighborhood Finance Guy, shar...

In this episode, Joy addresses the following questions: Why longevity and why caregiving never ends. Why younger and older caregivers require different planning. How to start a dialogue with Boomer parents. What exactly is  Aging in place? Why caregiving is different for solo agers Joy Loverde  has a reputation for being a path carver and visionary.   She is a keynote speaker, consu...

In this episode, Tony shares insights from his newest book: "The Get Ready! Blueprint: A 52-Week Guide to Changing the Way You Think About Money. He address the following questions: Why is mindset important to how we think about money? Why is it important to empower people rather than telling them what to do? Why are weekly actions items helpful?  How can we know what information is useful? W...

In this episode, Amy Salo, CFP®, CAP®, CExP™ Managing Partner, General Agent, Registered Principal with Forest Hills Financial Group shares her passion for the financial services industry, the people she serves, and the potential for her team of advisors and clients to ensure the next generation lives better than the last.   She answers the following questions: Why are women needed in this in...

In this episode, Yamilca Rodriguez, the CEO and Founder of Bespoke Branding, shares her expertise as a  "Brand Therapist"  and answers the following questions: 1. What is the most crucial aspect of building a strong personal brand? 2. How can individuals identify their unique personal brand and differentiate themselves from others in their field? 3.What role do social media and online pr...

Dr. Victoria Tillson Evans is the Harvard-educated founder of Distinctive College Consulting. Over the last decade, she has successfully guided hundreds of families from across the world through the often stressful college admissions process, taking a highly personalized approach that leverages her experience as a faculty member at Elon University, Middlebury College, and Harvard University. ...

In this episode, Allison Youngblood with Bottomline Savings addresses the following: Allison Youngblood is a highly experienced consultant and advisor with  over 20 years of leadership experience. Her expertise lies in assisting businesses and individuals in improving their profitability, expanding their revenues, and identifying resources for reinvestment.  With her extensive background...

In this episode, we discuss John's personal & professional journey and the genesis for his business Connected Consultants, LLC. John also discusses the importance of understanding your business DNA because your best working style is being your authentic self John Morgan , Founder & Managing Partner of Connected Consultants, LLC. After 17 years as an Independent OSJ Advisor at JP Morgan Fin...

In this episode, we discuss the importance of debt optimization and how Sora can help advisors and their clients secure better deals for existing and new home, auto and student loans. Debt optimization reduces stress and increases financial freedom Rohit Agarwal lives in San Francisco with his wife, Candice, and two daughters, Anjali (4) and Anika (2). He is currently the co-founder and co-CEO of...