Martinis and Your Money Podcast

This final season of my show is going fast and I only have six full months left to share with you the final topics and guests before we say our final goodbye and I have devoted the month of May to discussing travel and all things travel adjacent. I have been a financial planner now for over 14 years and in all of those years, I think every single one of my clients was always planning for some trip...

If you're listening to this episode on the day it debuted, you're officially listening on my birthday, April 19th. For my final season of the show, I thought I would bring on the woman who was there from the beginning. Not only the woman who gave me life but also my hero, my mother, Jamie. She joins me to share family stories, especially how my grandparents built a church in Queens, NY, and relive...

We are now in April, and I only have seven more months left of new episodes for Martinis and Your Money. As sad as I am to say goodbye to this podcast, I'm equally excited about the final season of episodes I'm delivering to you every Friday. Each month of this final year is broken down by subjects that are important for anyone's financial health journey, and I'm bringing to you the best guests ar...

I only have seven more months left of new episodes for Martinis and Your Money. As sad as I am to say goodbye to this podcast, I’m equally excited about the final season of episodes I’m delivering to you every Friday. Each month of this finally year is broken down by subjects that are important for anyone’s financial health journey and I’m bringing to you the best guests around these subject matte...

2024 will be a big year for me personally and professionally, but unfortunately, it means the end of new content for Martinis and Your Money in October. My plan for this final season is to highlight a new financial topic each month. This month, I'm talking about relationships and money. It's estimated that money problems lead to 20-40% of divorces and from my seat as a financial planner for over t...

2024 is going to be a big year for me personally and professionally but it unfortunately means the end of new content for Martinis and Your Money. It’s been quite the journey and I still have seven more months to go. This month I’m talking about relationships and money. It’s estimated that money problems lead to 20 - 40% of divorces and from my seat as a financial planner for over the last 12 year...

2024 is going to be a big year for me personally and professionally, but it unfortunately means the end of new content for Martinis and Your Money in October, culminating in 10 years of podcasting. It's been quite the journey, and I still have seven more months to go. My plan for this final season is to be the best of the best, where each month, I highlight a new financial topic. This month, I'm t...

2024 will mark the end of Martinis and your Money in October after 10 years of podcasting. The good news is that the year is just beginning, and I still have 9 months of amazing new content to share with you. Over the next 9 months, I’ll be delivering to you the best of the best. The best of what I’ve learned over the past 9 years of podcasting, the best guests, the best topics, and so much more. ...

2024 is going to be filled with lots of excitement on my end, personally and professionally, but it will also mark the end of Martinis and your Money in October after 10 years of podcasting. The good news is that the year is just beginning, and I still have 9 months of amazing new content to share with you. Over the next 9 months, I’ll be delivering to you the best of the best. The best of what I’...

Today is the last Friday of the month and my regular listeners know that on the last Friday of the month, I host the happy hour on the podcast where I gather great friends with me to drink cheap drinks and talk about money topics.  This is the first Happy Hour of what will be the final year of Martinis and Your Money and we’re talking about all things jobs, specifically managing through toxic work...

Each month will be a new theme and the theme of January is jobs and salaries. January is typically a time for change where companies are more likely to lay people off and employees are more open to change and making a change, so I hope you’ll find this content helpful no matter what stage you find yourself in. Listeners, this is an episode along with it’s episode notes that you are going to want t...

2024 is going to be filled with lots of excitement on my end, personally and professionally, but it will also mark the end of Martinis and your Money in October after 10 years of podcasting. The good news is that the year is just beginning, and I still have 10 months of amazing new content to share with you. Over the next 10 months, I’ll be delivering to you the best of the best. The best of what...

Welcome to a new year! 2024 is going to be filled with lots of excitement at the show and at The Financial Gym, January is typically a time for change where companies are more likely to lay people off and employees are more open to change and making a change, so I hope you’ll find this content helpful no matter what stage you find yourself in.  Joining me today is Hannah Williams, the mastermind b...

On the last Friday of the month, I host the happy hour on the podcast where I gather great friends with me to drink cheap drinks and talk about money topics. This is a very special Happy Hour, as we’re not only talking about our thoughts around Financial Independence but it’s also the year end happy hour, so we’ll be sharing our highs and lows of the year and we’ll set our goals for next year. I a...

I have a special bonus episode for you this month. As you know, this will be my final December of new episodes for Martinis and Your Money, and I’ve spent this month highlighting my favorite financial goal for clients and that’s Financial Independence, butno matter what your financial goal is, the end of the year is the perfect time to identify goals and plan for the coming year which is why I’m e...

This December is my final year end month for Martinis and Your Money and around this time every year, I’m always talking to clients about goal setting for the following year. And if you’ve listened to this show before, you know that one of the most important financial goals that I am most passionate about is Financial Independence and that’s the ability to work because you WANT to work and not bec...

This December is my final year end month for Martinis and Your Money and around this time every year, I’m always talking to clients about goal setting for the following year. And if you’ve listened to this show before, you know that one of the most important financial goals that I am most passionate about is Financial Independence and that’s the ability to work because you WANT to work and not bec...

This December is my final year-end month for Martinis and Your Money, and around this time every year, I’m always talking to clients about goal setting for the following year. One of the most important financial goals that I am most passionate about is Financial Independence, and that’s the ability to work because you WANT to work and not because you HAVE to work.  It’s the number one goal we give...

One of the financial goals that I am most passionate about is Financial Independence and that’s the ability to work because you WANT to work and not because you HAVE to work. It's the number one goal we give to all of our clients at Financial Gym and it’s the number one goal I beg of you to set for 2024 and beyond.  Joining me today is Jamila Souffrant founder of Journey to Launch and Author of th...

Today is the last Friday of the month, and on the last Friday of the month, we host the happy hour on the podcast, where we gather great friends to drink cheap drinks and talk about money topics.  This month of the show, we’ve been discussing investing to celebrate the launch of Financial Gym’s investment management subsidiary, FG Advisory Services, LLC. This happy hour is a time to share more wit...