Holistic Money Podcast

In this episode, my husband Craig and I discuss the various fees associated with buying a home. As a Certified Financial Planner and money coach, I provide insights on the financial aspects, while Craig, a local real estate agent, shares his expertise on the home buying process. We cover fees such as the option period, earnest money deposit, appraisal fees, lender fees, title insurance premiums, a...

In today’s episode, you’ll learn how to break the credit card debt cycle. I've been there myself, spending most of my 20s and early 30s in credit card debt. But now, I want to teach you how to break free from this cycle for good. If you're tired of running a balance on your credit cards and not making the progress you want, this episode is for you. I'll walk you through the mindset...

Join me and Christina as we continue our discussion on preparing for maternity leave and the journey of motherhood. In this episode, we focus on the experience of maternity leave itself, including the shift in mindset and the importance of embracing the time with your baby. We also delve into the financial aspects of having a baby, such as the recurring expenses that come with it. From diapers to...

In this episode, I am joined by my friend Christina Wanta to discuss how to financially and mentally prepare for maternity leave and having a baby. We share our different experiences as a corporate employee and an entrepreneur. Part one focuses on pre-maternity leave preparations, including dealing with loss of income, insurance benefits, and saving for baby-related expenses. Part two will cover t...

This episode concludes the "How Does She Afford That" series where I interviewed creative entrepreneurs who have found nontraditional paths to financial success. It is the final installment of the series for 2023, but there’s the possibility of revisiting it in the future. Tune in as I interview Meg Nordman, author of "Have Yourself a Minimalist Christmas" and host of the Journ...

In this episode of the Creative Wealth Building Series, mindset coach and co-founder of Happy Karma Homes, Anna K. Morris, shares her inspiring journey of leaving corporate jobs and embarking on a three-year global sabbatical. Anna and her husband Derek eventually returned to Austin, Texas, where they pursued their passion for real estate and started their own design-build company. They secured th...

Hey everyone, in this episode, I had the pleasure of interviewing Amanda Horvath, a successful YouTuber who went from running a video production business to making six figures in passive income through her YouTube channel. Amanda shares her journey of transitioning from trading time for money to building an audience and creating her own content. She talks about the importance of lifestyle design a...

In today's episode, I'm interviewing Faith Mariah, who is a real estate investor, a multi six-figure business owner and a digital nomad. In this episode, I'm going to pull back the curtain on how Faith went from living in a tent for most of her twenties to now living a freedom lifestyle that most people desire. You're going to hear Faith's incredibly inspiring story, as we...

In today’s episode, I interviewed Marlena Jarjoura, a self-made entrepreneur and founder of Hill Country Nature Retreat Center. Marlena shares her journey from teaching children to co-creating an off-grid oasis with her husband in the Texas Hill Country. They have built rental properties and a retreat center using reclaimed and recycled materials. You will gain insights into their financials and t...

In today's episode, I have the pleasure of interviewing Pat Romboletti, a renowned author, Ted X speaker, and career coach. We dive deep into the concept of bulletproofing your career and how to navigate unexpected career changes. Pat shares valuable insights on changing our mindset about loyalty to our employers and prioritizing our own financial future. This conversation is a game-changer f...

Today's episode is all about the six most common investment mistakes that I see derailing you from your investment returns and your long term financial progress. These mistakes are so common. I see them time and time again. They're promoted by the media, your friends, your family, and generally. They often seem like the most exciting and fun way to invest. But through this episode, I&apo...

In this episode, I'm going to go through five different principles of a millionaire money mindset. Each of these principles will give you a deeper understanding of how millionaires think about their life, money and wealth to support them in their financial freedom goals. As I go through each principle, I will also give you reflection exercises so you can start to see if these principles align...

Welcome to today's episode! I'm thrilled to be joined by Sarah Nemecek, a seasoned life and business coach specializing in assisting C.P.A.s. In this episode, we delve into the Top 3 Millionaire Money Mindset Blocks.   We uncover the effects of separating your morality and money, and delve into the consequences of avoiding financial realities while claiming "money doesn't matte...

In today's episode,I'm going to tell you exactly what my husband Craig and I did over the past five years that has resulted in not only a seven figure net worth, but also six figures in passive income off of the investments that we've made through our house hacking and house hopping strategy. Even if you don't think house hopping or house hacking can work for you and your curre...

“My advice is to get into real action for your real estate goals. Learn the information that you need to know about your specific financial situation and the ways you want to invest so you can start to get real estate properties under your belt.” Did you know that 90% of millionaires build wealth through real estate? It's an incredibly powerful tool for building financial security, and I&apos...

In this episode, I am joined by Gayle Reaume, the CEO and Founder of MoolahU, to discuss how to prepare children for financial success in the real world. Gayle shares her inspiring background and the mission of MoolahU. We address emotional triggers parents may face while spending on their children without teaching essential financial concepts, and offer practical strategies to overcome these obst...

In today's episode of the Holistic Money Podcast, I dig into the topic of HELOCs (home equity lines of credit).I explain the concept of a HELOC, its benefits, and how to qualify for one. Emphasizing the importance of strategic and responsible borrowing, I discuss various ways to use a HELOC, such as investing in income-generating assets, paying off high-interest debt, and using it as an emerg...

Welcome back to the Holistic Money Podcast! I have a treat in store for you in today's special episode. We'll be diving into intentional spending through a behind-the-scenes recorded call from the Holistic Money Program. This insightful conversation focuses on the distinction between impulsive and emotional spending versus intentional spending, providing a valuable framework for understa...

“Just like investors want to diversify their investments, diversifying your income helps you reduce risk with money.” In today's episode, we'll discuss one of my favorite personal finance topics: multiple income streams. I have been a multiple income stream girl since I left my parent’s house at 18. Today my husband and I have over 10 income streams and in this episode I am going to teac...

In today's episode, I am interviewing Amanda Grace. Not only is she a former client, but what truly captivates me about Amanda is her remarkable intellect. We will delve into a topic we touch on in every episode: money. However, today we're going beyond the surface and exploring Amanda's personal relationship with money. Together, we'll venture into the profound aspects of mone...

Welcome to today's episode! I'll be addressing a common question I frequently receive: How much money should I be spending, and how much should I be making based on the lifestyle I desire? Many of you seek guidance on whether you're managing your finances to align with your long-term goals and if you’re actually making enough money to achieve it. In this episode, I am going to help...

How to Feel Confident with Money “I believe that financial confidence is the most important component to financial success, wealth building, and making great financial decisions. It all starts with financial confidence.” In this episode, I'll discuss financial confidence—the key to financial success, wealth building, and wise financial decisions.  Financial confidence is the belief in your mo...

In the midst of a busy season in my life, I've been juggling multiple responsibilities: Managing our Airbnb rentals, taking care of our expanding animal farm, preparing for a hundred-mile run, attending a friend's wedding, and expecting a baby have all contributed to the excitement and growth in our lives. While it comes with challenges, I embrace these opportunities as fun problems to s...

In today's episode, I'll be sharing the biggest money lessons I've learned throughout my journey, taking my net worth from negative $40,000 in credit card and student loan debt to a seven-figure net worth.  I'll be opening up about personal stories that have never been shared publicly before, providing insights into these financial lessons. Some of the stories include being sue...

In today’s episode, we’re exploring the multifaceted world of debt. You’ll learn the three key ways to harness debt effectively and transform debt from a weapon into a valuable tool. Moreover, we'll explore the concept of strategic leverage with debt, a strategy employed by the wealthy. You'll learn to utilize debt to accelerate your wealth-building journey by the end. So, let's emb...