Financially Intentional

Send us Fan Mail Are you worried about how you are going to pay for healthcare if you retire before Medicare age? This conundrum has stumped early retirees and entrepreneurs for decades. Part of the problem is that we just plain unclear about how much healthcare coverage will cost. Lynn Frair and Ryan Connell have an answer. They have created a a healthcare calculator to help you estimate your cos...

Send us Fan Mail Have you ever wondered which you should do first? I ask our resident CFP his advice. I also share what I feel is my biggest money mistake in paying off my student loan debt. His response might surprise you.  About our expert: Dr. Jay Zigmont, CFP®, and his wife are Childfree and live in Water Valley, MS. He has a Ph. D. in Adult Learning from the University of Connecticut and is a...

Send us Fan Mail Been wondering if investing in short to medium-term rentals is for you? Our guest today was able to turn around from being 50k in debt to Financially Free in 2 years with Airbnb! This episode is a good starter for anyone thinking of diving in and understanding the space even more. About our guest: Zeona McIntyre has been an Airbnb host since 2012. After 10 years of managing short-...

Send us Fan Mail Have you seen some changes to your credit lately? I know I have! American Express just decreased the available credit on three of my cards by 90%. No late payment or other delinquencies.  This is a timely episode to have my friend and the Financially Intentional Credit Expert, Shante Nicole join us to break down what’s going on. She shares why creditors are pulling back credit lim...

Send us Fan Mail We discuss the realities and common misconceptions of being child-free.  What does financial planning look like for individuals and couples who are child-free? We dive deep into Retirement Planning, Financial Independence Live Early, and Life Insurance.  About our guest: Dr. Jay Zigmont, CFP®, and his wife are Childfree and live in Water Valley, MS. He has a Ph. D. in Adult Learni...

Send us Fan Mail Today, we discuss with our expert, Dr. Jay Zigmont, how you can seek help from financial experts and what to expect when you start discussing finance with your financial advisor. We also cover good fundamentals in your finances and how clutter and inaccurate advice on the internet could potentially negatively impact your finances. Dr. Jay Zigmont’s mission in life is to help peopl...

Send us Fan Mail Steven Stack is a financial consultant and coach whose mission is to help others build wealth holistically. He is 100% debt free which includes paying off a six-figure mortgage. He also became a millionaire by age 31 through investing primarily in real estate and the stock market. He believes wealth isn't just what's in your bank account but also the person you're b...

Send us Fan Mail “When you rely on GoFundMe accounts to pay for funerals, you're still short selling your family in the long run because GoFundMe will just pay for the funeral. But life insurance pays for the finances well beyond your life. It can pay off your mortgage, cover kids' college, and also keep a spouse from having to go right back to work if they wanna have time to grieve or t...

Send us Fan Mail Please join me here, and follow me on social media, Instagram , and Facebook . Join the Financially Intentional Community and get access to resources to guide you on the path to Financial Freedom. Oh and please subscribe and leave a review on whatever app you're using to stream this podcast.  Get my book Smart Money Support the show --- Grab your spot in my free Financial CPR...

Send us Fan Mail Please join me here, and follow me on social media, Instagram , and Facebook . Join the Financially Intentional Community and get access to resources to guide you on the path to Financial Freedom. Oh and please subscribe and leave a review on whatever app you're using to stream this podcast.  Get my book Smart Money Support the show --- Grab your spot in my free Financial CPR...

Send us Fan Mail Please join me here, and follow me on social media, Instagram , and Facebook . Join the Financially Intentional Community and get access to resources to guide you on the path to Financial Freedom. Oh and please subscribe and leave a review on whatever app you're using to stream this podcast.  Get my book Smart Money Support the show --- Grab your spot in my free Financial CPR...

Send us Fan Mail Dr. Vanessa Kasper, started in healthcare as a teenager working as a Certified Nursing Assistant, she became a Registered Nurse in intensive care, and is now a doctoral-prepared Nurse Practitioner in primary care.  Each Wednesday she brings the Dose of Support Podcast to life where she shares stories of  self-care in healthcare!  Please join me here, and follow me on social media,...

Send us Fan Mail Diania Merriam is the founder of The EconoMe Conference, an event centered around financial independence, also known as the "Ted Talks" of the FIRE movement. She's also the host of the popular podcast Optimal Finance Daily where she narrates articles from the best personal finance blogs on the planet. After getting out of $30k of debt in 11 months, she used her newf...

Send us Fan Mail Angel Cellucci is a woman on a mission!  She has spent over 40 years working in the healthcare system, having started out as a Candy Striper and eventually going on to become a Family Nurse Practitioner.  In 2015 she founded Overbrook Consultants, a fraud investigation company, to assist insurance carriers with reviewing medical bills for evidence of erroneous charges and/or blata...

Send us Fan Mail Irnise is an experienced nurse and health law attorney that works with healthcare providers who want to protect their license, decrease liability and mitigate risks. After working in the operating room and the pre-op/PACU years ago, Irnise decided that she could do more for nurses, patients, and the healthcare system by working to change healthcare as a legal advocate and social j...

Send us Fan Mail Paul Njoku is a retired nurse, dual licensed insurance agent and financial educator. Before his career in finance he specialized in the care and management of stroke patients in his former career as a nurse executive. Paul’s passion for financial education and literacy around leveraging various tax codes to provide individuals protection for both their life and money is largely in...

Send us Fan Mail Janine Firpo is an author and speaker who spent more than 20 years in executive roles at Hewlett-Packard, the World Bank, the Bill & Melinda Gates Foundation, and more. She is a values-aligned investor in companies that make the world a better place and is passionate about teaching women to learn how to invest their own money. Embodying these principles, Janine is releasing he...

Send us Fan Mail Angie Tonini-Rogers has been a nurse leader for over 15 years, & recently took a huge FAITH step, walking away from her Chief Nursing Officer position to start her own business, without the blueprint being revealed. She's wife of 24 years and BoyMom of 3. She is the host of the inspiring and slightly provoking podcast, Wholly Made Life™, for Success-driven women who deser...

Send us Fan Mail If you want to be a nurse, take a travel assignment as a nurse or be a nurse practitioner this no nonsense guide is the cheat code to get you to where the money resides.   Episode Description: Morgan and Theo intentionally composed a comprehensive guide for the aspiring or current  Registered Nurse, aspiring or current travel nurse, aspiring or current Nurse Practitioner.  Morgan...

Send us Fan Mail I haven’t done a solo episode in a while so I wanted to use this opportunity to catch you guys up with what’s been going on in my life. In other news, I’m making a MAJOR ANNOUNCEMENT. I wrote a book. I appreciate you in advance for all your support. Getting a handle on personal finance can be confusing and stressful. Get unstuck and start saving now with this streamlined, holistic...

Send us Fan Mail Chelsea hails from Long Island, NY. Her path into nursing started at The Johns Hopkins University, School of Nursing as she forged her way through an intense 17-month accelerated BSN program. After passing her boards in 2016, Chelsea began her nursing career in Los Angeles, CA. Countless life lessons were learned during her time in Los Angeles including experiences related to losi...

Send us Fan Mail Bernadette went from $300k in to approaching a million dollar net worth and now teaches others how to do that same. Episode Description: She takes personal finance personally. Overwhelmed and ignored by traditional advice as a young woman of color, she taught herself not just to talk the talk. She walks the walk, having paid off over $300,000 of debt in three years and is on track...

Send us Fan Mail A common theme I hear at work is "I'm not working overtime to pay Uncle Sam." In this conversation, we discuss how the US tax system is structured, how to maximize pretax accounts, how to work with a tax professional to optimize your withholding to maximize your take-home pay and what to do if you're facing IRS debt. Stay connected: Be one of the founding membe...

Send us Fan Mail A native to Atlanta Georgia, bred and born in southeast Atlanta.  Everett Moss II began his career with the City of Atlanta Fire Rescue Department.  After developing a passion for the medical field, he chose to leave fire service and pursue the field of nursing.  Along the way, he began flying full-time as a life flight paramedic.  Upon completion of nursing school, he worked in v...

Send us Fan Mail Conversations with a CFP, Vol. 46 - How Nurses Should Handle Their Taxes in 2021 In this episode, T. Jayden Doye, CPA of Prestige Accounting Solutions, LLC and I discuss key points for nurses when filing taxes and especially with the upcoming tax season. We cover: Important reminders for W2 and 1099 tax filings Discussing recent issues on declaring tax exempt on W4 forms Interest...