Money Your Way

I've always wanted this podcast to feel like girlfriends chatting at a coffee shop, and this episode gives off just that vibe. Lindsey is a clinical social worker turned financial therapist. We talk about all the things from her own money story to how finances impacts other areas of life, to how social media is impacting people's stress about money.  She even ended the episode with a kil...

Lisa Sakai, cofounder of One Vision Retirement, shares her take on various money mindsets women have that's holding them back. We also dive into how identifying your values helps with decision making - this ultimately gets you closer to your money goals.  Connect with Lisa: Website: https://www.onevisionretire.com/resources LinkedIn Profile: Lisa Sakai YouTube Channel: One Vision Retirement C...

Walli Miller, a latina millennial, spent her 20s living paycheck to paycheck, but then in her 30s she figured out how to gain control of finances and start investing. And now she's on track to retiring at 40 and helps other millennials as a coach to do the same. In this episode she shares tons of tips that helped her in her journey including a Forbe's article that become a turning point....

Alex Edwards, author of mortgage before marriage and self made real estate mogul discusses money and relationships in this episode. He bought his first investment home at age 20 and then left corporate America at 23 years old. Then he shares how the rental income from investment homes paid for his wedding. Tune in to hear more about his take on mortgage before marriage and how he simplifies having...

 Want to bring awareness to your money mindset? Start with the question of how would you split the bill when you go out to eat with a large group? Bob Wheeler, a CPA with 30 years experience in tax practice, breaks down money and emotions in this episode. We talk about the unconscious mind and deep dive into navigating finances with a partner.  Connect with Bob: Website: https://themoneynerve.com...

Lance Belline, CFP® and author, shares that his purpose in life is to give people financial peace of mind and clarity on how to accomplish their goals. He is passionate about helping people keep more of the money they make by implementing strategies to reduce the income taxes they pay over their lifetime. How great does that sound? In this episode he introduces the 3 categories in which we accumul...

Today's guest is Hannah Haas, a multi passionate entrepreneur, who shares with us some of her biggest milestones and lessons from her own personal finance journey. From  taking ownership and telling her husband about $30k of debt to building side businesses, travel hacking, and reframing her money mindset, this is a fun and casual episode you'll be sure to enjoy.  Connect with Hannah: In...

Have you ever heard someone say they think you shouldn't put money in your 401K, that instead they have better investment options for your money? Meet today's guest, Chris Odegard who is the author of "Get off Your A$$ and Manage Your Money: Why You Need Alternative Investments" and talks about challenging conventional investing wisdom. In his mid-40s he lost over 50% of his ne...

Beate is a go-getter, and that truly reflected in her story. We start by understanding how she got into $135,000 in debt, all while being a single parent, and the shift it caused in her life to building a business that combined her photography passion with a gap in the market. She turned that business into a global enterprise that she sold to Bill Gates in a multimillion-dollar deal. Beate now use...

Ava is a recent clinical nutrition graduate who transitioned into entrepreneurial life focused on women's maternal and pediatric nutrition.  In this episode we talk about some of the decisions that led her down this path including finances with a spouse, monthly business costs, and general financial mindset as well. PS. We recorded this episode before I was pregnant but now with our first bab...

From Erik's perspective, you're not going to save your way to being a millionaire, you need to invest, and there's different things you can invest in. He personally got started because a teacher when he was younger introduced the idea of investing to him. He did his research and just started figuring it out, being well aware he would likely make mistakes in the process. Now with ove...

In this interview, Erin Shine introduces the concept of the monetary system. If that's a new concept for you, don't worry because he breaks it down with simple to understand examples. Erin also shares about his passion for real estate and net-zero homes. You're bound to learn something new today! Discussed in episode: Book: The Creature from Jekyll Island Youtube: How the Economic M...

What the heck is infinite banking? According to Sally, it's a specialized, sophisticated whole life insurance product that's been around for 179 years. In this episode we break down some common life insurance policies you may have heard of and then Sally shares what makes infinite banking different and how she's been able to use it to help her clients pay down debt and build wealth....

This interview with John Bianchi, The AirBnB Data Guy, will give you a great intro if you're considering real estate investing with short term rentals. He shares his story how he went from a 9-5 to growing and expanding his AirBnB portfolio and learning what make one property more profitable than another. I learned so much and I know you will too! Connect with John: YouTube Channel Email: hel...

Building your financial goals includes several variables like the things you value and your worth. Do you understand the talents/skills/unique gifts you bring to your employer? Do you know what you value and if you're in a relationship what your partner values? The conversation in this episode covers these topics and more! Whether you're feeling that urge to switch careers or you're...

This conversation was filled with so many topics and lessons from Paul's personal finance journey. He shares about his experiences working as a broker, becoming an entrepreneur, and the benefits of money dates and open financial conversations with his wife. There's something for everyone to take away from this episode.  Connect with Paul: Instagram: https://www.instagram.com/paul.halme/?...

Spring cleaning that actually started into the spring for me has continued. I've made $270 so far in a few months selling things that I'll never miss. In fact, if it weren't for going through my closets and the things tucked away in cabinets, I wouldn't even have remembered I owned half of it. It's been so freeing to declutter in a sense, but also know that I'm gettin...

In just a few years, Maris has learned so much about real estate investing and shares so many tips with you on this episode. She talks about everything from short term and long term rentals, the concept of sneaky duplex, having business partners, and AirBnb! I know you'll learn so much from this interview.  Connect with Maris: Instagram: https://www.instagram.com/balanced_and_budget/ Roomster...

We can learn so much from each other! In this episode, Genesis walks us through her financial journey covering topics like reducing student loans, planning a wedding, being a car lover, and finance tips for her future daughter.  Connect w/ Genesis: Website: https://genesisamariskemp.net/ GEMS Podcast: https://podcasts.apple.com/us/podcast/gems-with-genesis-amaris-kemp/id1562876878 Book - Chocolate...

Have you ever heard of Universal Laws? The simplest is cause and effect, but understanding how they impact your life is eye-opening! Connect with Fabienne: Instagram: https://www.instagram.com/fabiennefred/?hl=en Book - The Leveraged Business: https://amzn.to/3OrBqVE Book - Embrace Your Magnificence: https://amzn.to/3yk9PQO TedTalk: https://www.youtube.com/watch?v=Tpy-NQx8owg Connect with me: http...

Money stories can be so inspiring!! Alissa shares in this episode her journey which starts with being divorced and becoming a single mom with 60k of debt. She then goes on to become an entrepreneur and retire early! In this episode Alissa goes over the many lessons both tactile and mindset which all played a role in her success.  Connect with Alissa: IG: https://www.instagram.com/yourmoneymama/ Mo...

Struggling with how to start introducing finance lessons for your kids? This is the episode for you! Rachel covers the simple system she uses with her kids to slowly start introducing responsibilities and an appreciation for the value of money. As the kids get older, she shares how the lessons change helping them learn to budget and even handle additional income they are able to bring in from work...

Most financial writers preach saving 10%, budgeting and giving up the things you love to save more. Today's guest, Gordon Stein, is a personal finance blogger, speaker and author of Cashflow Cookbook - a unique personal finance book that includes 60 financial "recipes" that show the reader how to free up more than $13,000 of monthly cashflow for debt pay down or investment. Yes, mon...

Rachael Burns is a Certified Financial Planner who helps newly single women achieve financial independence after divorce or death of a spouse. After her own experience through a major life transition, she felt called to shift her career and focus on sharing her advice with other women also in transition.  This episode is one that every woman should listen to because I bet you will have someone in...

Courtney and her husband had tackled their debt once, but found themselves back in debt because they were missing the systems that would tackle the root of the problem. Working with a financial coach immediately changed that for them! They gained clarity on the breakdown of their spending habits, made some small and some large changes, and are well on their way to their next goal.  Connect with Co...