Money Talk

In this week’s episode of Money Talk, we’re celebrating a huge milestone episode 200! I’m flying solo for this one, and it’s all about you, the Money Buddy community. I’m answering the questions you’ve sent in about saving, investing, budgeting, building emergency funds, travel hacking, and even handling credit card debt while chasing financial independence. After four years and 200 episodes, I wa...

In this week’s episode of Money Talk, I sat down with Tim Walker, the travel rewards expert behind Travel Multiplier, to dive into the fascinating world of travel hacking, turning your everyday spending into free flights, hotel stays, and incredible travel experiences. Whether you’ve just started thinking about your first big trip or you’re already juggling a few rewards cards, this episode will h...

In this week’s episode of Money Talk, I sat down with Justin Taylor, also known as The Saving Sherpa and co-host of The Financial Independence Show. Justin reached financial independence by age 31, retired at 33, and just wrapped up a six-month global adventure living on about $50 a day! We recorded this conversation live at FinCon in Portland, Oregon, and dug into how intentionality with money an...

In this week's episode, I sat down with Scott Maderer, author of Inspired Living and founder of Inspired Stewardship, to tackle the big question: How do you find your calling and make money management something that supports your life instead of running it? Whether you’ve ever felt stuck in a job that doesn’t feel like your purpose, or you’re just tired of money stress getting in the way of the li...

In this week's episode of Money Talk, I sat down with Ronika Khanna, a CPA and CFA who helps solopreneurs and small business owners make sense of their money through her firm, Montreal Financial. We dove into a topic that’s right up my alley, AI and personal finance. Can we really trust AI to manage our money? Should we? Ronika and I explored the practical ways AI can assist with personal finances...

In this episode of Money Talk, I had the pleasure of sitting down with Nicole Meihofer, wealth strategist and founder of Pearl Vest Capital, to break down the world of index investing. If you’ve ever felt overwhelmed by investing jargon or just want a “set it and forget it” approach, this conversation is for you. Nicole and I dive into how you can balance investing with other big life goals and ma...

In this exciting episode, we dive into the crucial topic of saving money while managing debt, explore investment strategies, and tackle a listener's question about what to do post-emergency fund. We’ll unravel the complexities of personal finance, offering simple, actionable advice to help you avoid the paycheck-to-paycheck cycle and start building real wealth. Whether you're just beginning your f...

In this week's episode, we tackle a topic that's all too familiar to many of us: making financial mistakes, getting back on track, and, most importantly, overcoming the shame that often accompanies these blunders. We all make money mistakes at some point, but it's how we handle them that defines our financial journey. Joining me is the incredible Monica Kaufman, a Certified Financial Planner and f...

In this episode, we're diving into 10 foundational tips for “adulting” with money. Practical, down-to-earth advice that can genuinely change your financial life. Whether you're just getting started with money or feel like you missed the class on "how to be a financially responsible adult," this episode is packed with takeaways. From identifying your goals (and why they should be your own!) to leve...

Send me a text This week on the Money Talk podcast, we’re facing the big, scary monster named taxes! But don’t worry, I brought in CPA Kyle Beltle to help make it all feel a little less overwhelming. We bust the myth that getting a raise means you’ll end up with less money, break down what a marginal tax bracket really means, and look at strategies for avoiding taxes legally! Kyle shares real stor...

Send me a text In this episode, I dive into the real financial opportunities available to young adults and anyone just getting started on their money journey. We’ll talk about why financial decisions can feel so overwhelming, how to build good money habits even on a small income, and smart ways to invest when you’re just starting out. Plus, I answer a fantastic listener question about balancing fu...

Send me a text This week’s episode is a special one! It’s just me on the mic sharing a huge personal and professional milestone: I passed the CFP® exam! 🎉 In this solo episode, I’m walking you through what it took to go from “I think I want to do this” to actually sitting for and passing one of the most challenging exams of my life. Whether you’re considering a career shift into financial plannin...

Send me a text This week on the Money Talk podcast, I had an incredible conversation with Jillian Johnsrud all about mini-retirements. What they are, how they work, and why taking them often might just be the key to a better life and even a better career. Jillian has taken over a dozen mini-retirements herself, and her wisdom around this topic really opened my eyes. We talk about everything from d...

Send me a text In this episode of Money Talk , I sit down with Jonathan Blau, the founder and CEO of Fusion Family Wealth, to tackle one of the most overlooked but powerful financial habits: ignoring the news . We dig into why obsessing over current events can derail your financial plan, how emotions sneak into our money decisions, and what it actually takes to build a plan that can weather the em...

Send me a text In this episode, I sit down with Joe Clark, CFP®, to talk about a topic that’s crucial but often ignored by young adults: estate planning. I know, it sounds like something for older folks, but trust me, there are simple, powerful steps you can take right now to make sure your assets go where you want them to go. We break down the jargon, simplify the process, and share real-life exa...

Send me a text This episode is one of my absolute favorites—we’re diving deep into what I call the personal finance superpower: automation. I’m joined by two great guests, Shana and Vanessa, also known as The Budget Besties. These two are financial coaches and co-hosts of the “Financial Coaching for Women” podcast, and they’re on a mission to make budgeting fun, simple, and judgment-free. We talk...

Send me a text In this episode, I’m joined by Ralph Estep Jr., a seasoned financial coach and host of The Ask Ralph Show . We dive into why simply talking about money can be the game-changer you need to make smarter financial decisions. Ralph and I swap some crazy credit union stories, reflect on the importance of financial literacy, and explore how humility, simplicity, and consistency are core t...

Send me a text In this week’s episode, I sat down with Joel Miller, a Certified Financial Planner™ and the founder of Flames Financial Planning, to break down the intimidating idea of financial planning into something approachable, doable, and even enjoyable. We talked all about how young adults can get started with building a financial plan, why it’s not just for the wealthy, and how small steps...

Send me a text This week’s episode is packed with practical investing wisdom and a whole lot of tax-saving strategies. I sat down with Patrick Huey, CFP®, author, small business owner, and host of History Lessons for the Modern Investor , to break down the often-confusing world of tax-efficient investing. We tackled everything from Roth vs. traditional accounts to how to actually use a taxable inv...

Send me a text In this week's episode, I sat down with the Dr. Travis Parry to talk about one of the most game-changing aspects of your financial life—getting on the same page. Whether you’re married, engaged, or single and want to better understand your own money mindset, this episode is packed with tools and insights that will help you level up. We talk about understanding your money history, wh...

Send me a text In this episode of Money Talk, we’re diving into the emotional side of money—because let’s be real, it’s not all about math. I’m joined by Egle Aleknaviciute, a wealth, business, and purpose strategist who brings a unique mix of financial expertise and emotional intelligence. We explore why saving can feel painful, how vision boards can actually boost your savings, and how to harnes...

Send me a text In this episode, we dive deep into the often intimidating and confusing world of health insurance. I brought on Christine MacLaren, an HR professional with over 25 years of experience and a certified budget coach, to help us understand this complex part of our financial lives. We break down key terms like premiums, deductibles, and co-insurance, explore the pros and cons of high ded...

Send me a text In this week's episode, we're diving into all the critical things you didn’t learn in school — from budgeting basics to building credit, paying taxes, and investing wisely. I’m joined by Rob Finlay, Wall Street Journal bestselling author of Hey Dad , who shares some incredibly helpful insights for anyone navigating adult finances. Whether you’re just starting out or trying to get yo...

Send me a text 🎙️ Welcome to Money Talk - Episode 177 Hey Money Buddies! This week’s episode is a big one. I’ve got some exciting announcements, a fresh new look, and a reminder of why we’re here — to talk about money so we can all do better with it, together. I’m walking you through what’s new with the Money Talk Show, including our revamped website and a brand-new way to connect with me directly...

Send me a text I'm so excited you're tuning in to Money Talk! In this quick trailer episode, I’m giving you the inside scoop on how Money Talk was born, starting all the way back when I worked in a credit union call center. After seeing firsthand how a simple money conversation could change someone's financial future, I knew I wanted to keep the conversation going. Since launching this podcast in...