Everyone's Talkin' Money

Our guest, Sarajane Case, is an Enneagram expert and host of the Enneagram & Coffee podcast. Sarajane is sharing so much Enneagram wisdom including why you need to think of your enneagram number as your character structure, not your personality type, and how you can use your number to help you with your finances. What You'll Learn What the history is of Enneagram Why Enneagram is having its moment...

I bet you’re tired of hearing about recessions – recession this, recession that, but friends, now is a good time as any to get yourself and your career recession ready. Brandon Renfro, CFP, Ph. D., Associate Professor of Finance and all-around recession expert says the #1 thing to focus on is your career.  What You'll Learn What is a recession and how does one start How a recession impacts your mo...

Have you ever wondered - how do I know if I’m making the right decisions with my finances? How can I figure out if I’m saving enough money? How do I manage to pay off my student loans and saving for my future? You’re not alone if these money questions keep you awake at night. Clint Haynes is a CFP, founder of NextGen Wealth and the creator of the Financial Freedom Blueprint. He’s got one simple go...

What would you be willing to give up to get rid of your debt and save more money? In this episode, I sat down with Tamar Atamian, the VP of Marketing at Wescom Credit Union, to have a chat about a recent financial survey of Southern Californian millennials. I learned some eye-opening findings like millennials in Southern California save less than $200 a month. It makes sense, this city is expensiv...

Have you ever had those moments when you know you’ve got some extra cash in your bank account and then you aimlessly spend it all while thinking, "I know there was some good reason I was saving this money?" This reboot episode is all about creating a plan to upgrade areas of your life where you spend the most amount of time because, without a plan, that extra cash will likely be spent on stuff you...

My dad is somewhat of a legend in the financial services world. He's been helping people for well over 40 years now and is beloved for his personality and intent on always putting the client's needs before his. I know him as Dad and the person who taught me almost everything I know about personal finance. My Dad, Stan, is joining us for a lively discussion about the advice he has about how to be s...

The money rules that your mom and dad and previous generations lived by no longer work. As a millennial, you are seeing a very different world. This new world means you’ve got to know what advice still works and what advice just doesn’t cut it anymore. Join me in a solo episode as I break down the money advice that works and what money advice needs to be shown to the curb.  What You'll Learn How t...

Everyone wants to know the secret to kick ass in your career and your life. My guest, Laura Eshelman, is the host of the podcast Kick ass in life, and she has one secret to share that she thinks is the key to kick ass in life. Laura is creator and host of the podcast Kick Ass in Life to help recent grads and others get hired fast, be smart with money and be happier and healthier. Earlier this year...

One big common misconception is that you have to have a ton of money to start doing cool things with your money, like growing it or giving it a direction, and that simply isn’t true. Some of the best money moves I’ve made is when I didn’t have a lot but I knew I needed to be really intentional and good things happened because I had a plan in place. Our podcast guest, Anna Sergunina is also working...

I've often said that retirement is going to look very different for us - unlike anything we've seen before and that will require a different way we save our money. Meet Daniel Ameduri, whose new book, Don’t Save for Retirement, offers a unique way to think about retirement that is somewhat counterintuitive to how we’re being taught. He's joining us on the podcast to talk about how you need to thin...

Do you remember who talked to you about money? For most of us, the answer to that question is no one, really. In fact, a recent study by Quicken revealed that one-third of adults said no one taught them about money when they were a child and in turn, are twice as likely to delay talking to their own children about money until they are 18 or older. Frustrated by this, Gregg Murset, CEO of BusyKid,...

Money anxiety is a real thing. Most of us feel some level of anxiety every month when we're worried if we will have enough money in our bank account to pay for all our expenses. When something out of the blue comes our way, the anxiety levels can increase quickly. Katie Prentke English, Co-Founder, and Chief Marketing Officer of Harness Wealth has an interesting solution to beat money anxiety head...

Don't leave your loved ones hanging. Countless surveys suggest that life insurance is one of the most misunderstood financial products and one of the most hated. But, life insurance can provide so many great benefits to your loved ones so it needs to be talked about. Faisa Stafford is President and CFO of Life Happens, a national nonprofit dedicated to educating consumers about the importance of l...

Dan Conway is just like you and me. He is a married father of three who had what he called a "soul-crushing" corporate job who turned to cryptocurrency as a way out. However, Dan's attraction to crypto wasn’t borne of a get-rich-quick dream, although he certainly wasn’t immune to those. He was a true believer because he was living the problem crypto sought to fix. In Dan's new book, Confessions of...

Let's be real for a second. The idea of traveling in a group hasn't always been my cup of tea. Something about it always brought the same sense of fear of being in junior high and waiting for someone to pick me to be on their team. What if the other travelers don't like or I don't fit in? However, there is definitely something to be said about having an expertly planned trip where I can avoid the...

We tend to talk about money in a very pragmatic way - do these seven steps, save this much, don't do this, make sure you have a budget, etc. All good tips, but there's something else. For most of us, we know what we should do, but life gets in the way. These blockages can build up over time and stop us from achieving our goals.  Reiki is a technique I started using last year to help clear blockage...

Have you ever wanted to achieve a goal so bad, like deep down in your bones, but for some reason you talked yourself out of it? It’s too big, I’m not smart enough, I don’t have enough money. Instead of talking yourself out of why you can’t achieve it, start with deciding that it’s already yours.  That's what our guest Cait Scudder did. Cait is a business coach, speaker, and success catalyst for dr...

Do you want to know the secret to building wealth? Ok, here it is- the secret is being smart with your money and leveraging it well. It’s not always about making more money every month but it’s about using what you’ve got in the most effective way day in and day out. And today’s guest Jay Klauminzer from Raise is going to help you do just that by dishing secrets to save money where you shop every...

I’ve gone through most of my life letting my bank account balance dictate my mood. I’ve stuffed ATM receipts in my wallet without looking at them, sat through amazing dinners fixated on how much money I don’t have at the moment, and stopped myself from truly living life….just because of that number. On this episode, I'm sharing how I decided one day to take back my bank account and started a movem...

Raise your hand if you’ve ever said the words, “I don’t want to deal with my money right now?” Friend, I am right there with you. Especially in those seasons when I had debt or things just weren’t flowing like I’d hope they would be. The truth is, we all face different money seasons and challenges – absolutely no one is immune. You may know of our guest today, Kumiko Love from the Budget Mom. She’...

Money is still a major taboo subject in a relationship—whether you’re on your first date or have been with your partner for multiple years. Money can be confusing and even, let’s just say, uncomfortable to discuss – wouldn’t it just be better if we all had this chip in us that allowed the other person to inherently know our money story without having to say a word. Nicole Middendorf, a Wealth Advi...

To be good at anything in life, your career, your relationships, managing your money, etc. you need to find some balance. For my husband Jeff and me, that means escaping from time to time and finding places to explore that are about beauty, exploration, experiences and if we're lucky, making a few friends along the way. On this episode, we invite you to escape with us to one of the most beautiful...

What was the first thing you learned how to cook? For me, it was scrambled eggs and ever since I’ve been fascinated by food. Cooking has a reputation for being scary and expensive, but it is anything but that. As Ken Rubin, who is an accomplished chef from Rouxbe and our podcast guest says, "Start with one dish, one little thing…master that, and then build out your toolkit of food." Great advice w...

Most of us didn’t grow up with parent’s who taught us about money. Do you even remember how you learned about money? There is radio silence from our parent's and family members because there is so much shame, guilt, and negative feelings inherent in all of us around money. I had the pleasure of chatting with Dr. Wayne Pernell, aka Dr. P, on a much-loved previous episode. I was excited to sit down...

There always has to be a why when searching for financial independence. Why do you want to want to save money, why do you want to buy a house, why do you want to change your career, why do you want to retire early? Our guest on this episode, Bola Sokumbi, is a finance expert, author, podcaster, and founder of Clever Girl Finance discovered her why way back in college when she saved 100K in three y...