Martinis and Your Money Podcast

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.  Since the beginning of this podcast, which now dates back over 8 years, we always had a set group of people who joined me for Happy Hour. Starting in 2023, we’re going...

Food costs are typically the second highest monthly expense people have after where they live. It's a topic we're frequently talking about with our clients at Financial Gym. How we consume food impacts not only our physical and financial health but also our mental health, so I'm dedicating the month of May to food conversations on the podcast.  Joining me today is Kate O'Driscoll, a health coach w...

I love all things food and am dedicating the month of May to food conversations on the podcast. I’m a fan of Food Network, and I view chefs the way people view artists or rock stars. Cooking is an art form, and I’m constantly impressed by the people out there raising the game and the bar for food standards.  When I think about amazing and game-changing chefs, I can’t help but think of Financial Gy...

Food costs are typically the second highest monthly expense people have after where they live, and it's a topic we're frequently talking about with our clients at Financial Gym. So this month's podcast theme is dedicated to food!  Joining me today is Elia Wolberger, personal chef, Meal Prep Expert, and founder of the Feed Your Sister website, to talk about the importance of meal prepping for your...

Today is the last Friday of the month, and regular listeners know that 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.  Since the beginning of this podcast, which now dates back over 8 years, we always had a set group of people who joined for these episodes. Starting in 2023, we're testing rota...

In my first podcast episode of 2023 I talked about financial seasons and how I’ve witnessed a number of Financial Gym clients and honestly myself, feel as though we’re not in what feels like a winning season and addressing the motivation challenges that come to us when we feel like that. Seasons change, though, and I’m sensing more energy from my clients and I feel it in myself to make changes so...

In early 2023, I talked about financial seasons and how I’ve witnessed several Financial Gym clients and, honestly, myself, feel as though we’re not in what feels like a winning season and the motivation challenges when we feel like that. Seasons change, though, and I’m sensing more energy from my clients. I feel it in myself to make changes, so I’m dedicating the month of April on this podcast to...

In early 2023, I talked about financial seasons and how I’ve witnessed several Financial Gym clients and, honestly, myself, feel as though we’re not in what feels like a winning season and the motivation challenges when we feel like that. Seasons change though, and I’m sensing more energy from my clients. I feel it in me to make changes, so I’m dedicating the month of April to this podcast for mot...

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. Since the beginning of this podcast, which now dates back over 8 years, we always had a set group of people who joined me for Happy Hour.  Starting in 2023, we’re going...

Nine years ago this year, I started this podcast as a bet and it was one of the greatest decisions of my life. Over the past nine years, I’ve learned more than I ever imagined I could about money, cocktails, people and so much more. My tagline for the show is “Living a better life one cocktail at a time” and this show has helped me live a better life by allowing me to have these conversations, to...

I don’t know about you, but I’ve been seeing and hearing more about Artificial Intelligence, where it’s being utilized, how it’s having a positive effect in many industries but also how it’s negatively impacting people. Part of being financially healthy is being vigilant about you and your data and how people can use that against you and certainly AI can have an impact on your finances.  Joining m...

A recent Financial Health Network Survey from 2022 found that only 23% of women are considered financially healthy. There are a number of reasons for this, but one of the main reasons is that women are typically more likely to be preyed upon, especially when it comes to schemes like MLMs or multi-level marketing companies. If you’re not sure what they are, they’re essentially a pyramid scheme disg...

The journey to become a Financial Gym member for everyone starts with our Warm Up Call process. If you’ve been to our website, it’s the free call you’re encouraged to sign up for. Full disclosure, I am someone who would be unlikely to sign up for any free call, so if you’re someone who’s skeptical about it, I completely understand. Which is why today’s podcast is dedicated to the Warm-Up Call and...

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. Since the beginning of this podcast, which now dates back over 8 years, we always had a set group of people who joined me for Happy Hour. Starting in 2023, we’re going t...

Hello Martinis and Your Money Listeners! I don’t usually air replays, except during the summer months; however, we are in the beginning of tax season prep, and I wanted to replay the conversation that I had last year with Tony, the founder of CPA Dude.  I’ve had multiple tax conversations on this show in the past, and Tony’s has always stood out to me. I think he not only gives great and practical...

Hello Martinis and Your Money Listeners! Today’s podcast episode was inspired straight out of my own experience of transitioning my 17-year-old son, Will, from a car passenger to a licensed driver. Bill and I have been talking about this in theory for over a year now as Will has been practicing driving and taking classes, etc. but I’m not sure anything really prepares you for it until it hits you...

At the Financial Gym, we call the first meeting you have with a trainer, the “Financially Naked Session.” In this meeting, you share everything about yourself financially so that the trainer knows where you’re starting so that he or she can make the plan for how you can get where you want to go. Above all other meetings, this one scares clients the most because they are afraid or ashamed of their...

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. Since the beginning of this podcast, which now dates back over 8 years, we always had a set group of people who joined me for Happy Hour.  Starting this month and for 20...

At the Financial Gym, we have a Diversity, Equity Inclusion and Belonging team that works on various initiatives for the Gym and in 2022, they launched the Exercising Empathy Series where they focused on presenting one speaker a month to educate the team on various subject matters that could impact our clients. I personally attended these sessions that were held during our weekly professional deve...

I spent the good part of the Fall of 2022 traveling across the country and hosting meet up events with Financial Gym clients and friends and I know a number of you listeners found your way to many of those events as well. It was the first time we had hosted in-person events in almost 3 years and while it took up a lot of my time and kept me away from home for most of the Fall, it was one of the gr...

Hello, Martinis and Your Money Listeners. Today is a special episode. I had a calendar of all episodes planned and ready to go in December, but then I had a client meeting right before the holiday break, and it inspired me to record a different episode, a solo episode. I wanted to record this because there are a number of things I want to share with you, mainly because it’s the New Year. I want to...

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 last episode of 2022, and for the 7th straight year in a row, we are going to share our highs and lows for the year; we’re going to review the goals we se...

As many of you know, I have a number of things on my plate from running the Financial Gym, to working with my own clients to working on this podcast and there are many days where I think I need to cut back on the podcasting, but then on days like today, I’m so thankful for this platform and this opportunity to share someone and a resource that I feel is truly beneficial and can help you live a bet...

This is one of the last podcasts of the year and during the month of December, I’m always talking to clients about year-end planning, especially around taxes and charitable donations. We’ve talked about charitable giving specifically with Donor Advised Funds on this podcast as Mrs. Frugalwoods is a big proponent and shared how she utilizes them to not only help with their tax planning but also how...

As many of you know, I have a number of things on my plate, I wear a lot of hats. From running The Financial Gym, to working with my own clients, to working on this podcast. There are many days I think I need to cut back on podcasting. But on days like today, I am so thankful for this platform and opportunity to share someone and a resource that I feel is truly beneficial and can help you live a b...