Michelle Moses | CFP® & Realtor®
The Unconventional Investor
Are you feeling overwhelmed managing your portfolio? Are you looking for ways to simplify your finances, generate more income, and build lasting wealth? If you answered yes to any of these questions, you’re in the right place! Welcome to The Unconventional Investor® podcast—a show dedicated to helping investors explore non-traditional investments and real estate strategies to create a stronger, more diversified portfolio. My goal is to empower you with the knowledge and confidence to make informed financial decisions, think outside the traditional stock market, and achieve your long-term f...
Author
Michelle Moses | CFP® & Realtor®
Category
Podcast website
Latest episode
Jul 7, 2026
Where to listen?
Podcasts in the app Replaio Radio Coming soonPodcasts are coming to the app soon. Install now and be the first to see a whole new take on podcasts
Episodes
Ep. 18 - The Business & Lifestyle of a Fitness Influencer 12.12.2023 48:29
If you've wondered about the life of an online influencer, this episode is for you. Andrea Barkley, a fitness trainer and influencer, talks about building her online audience while balancing her existing business & motherhood. Learn Andrea's income diversification strategies across training, nutrition, and influencing, as well as her productivity methods for squeezing in work amidst raising l...
Ep. 17 - Do You Need a Financial Advisor? 28.11.2023 20:25
Wondering if you need help managing your money? I break down the different financial planner options that might match your situation and budget. In today's online world, there are more options than ever. You can choose to teach yourself, or go fully onboard with an advisor. I give examples of who needs an advisor and when you may be able to simply pay for a consult. Follow me on Instagram Me Fi...
Ep. 16 - Mortgage Options for the Elderly 14.11.2023 27:54
As people age, financial goals change. People often wonder how they can get the money out of their house, or, how to have as low of a monthly payment as possible. Michelle Moses is joined by Jud Holmes, mortgage broker, to discuss mortgage options tailored specifically for seniors (62+). They discuss everything from reverse mortgages, paying off your house, to the benefits of family opportunity mo...
Ep. 15 - S-Corp Status for Your Business 31.10.2023 31:04
If you have your own business and earn over $50k, you'll want to listen to this episode. Electing an S-Corp tax status for your LLC might save you thousands in taxes. Michelle Moses, CFP® and Jared Van Arsdale, CPA discuss the complexities and benefits of electing an S-Corp status. Key Takeaways - Who makes a good candidate for this election and how to do it. Once elected, logistical items to c...
Ep. 14 - Controlling Your Wealth: Wills, Trusts and Estate Planning 17.10.2023 56:24
Have you wondered if your estate planning documents are enough? Or, what kind of documents might be best for your situation? Grant McKeehan Trust & Estate Attorney, joins us to share his experience and expertise about wills, trusts and how to pass your wealth on to your heirs in the most efficient way possible. Key Topics: The advantages of having a trust over a will The new changes brought a...
Ep. 13 - Financial Decisions: It's Not Just About The Numbers 03.10.2023 14:06
Your emotions have more to do with your money than math or any spreadsheet you'll create. Like food, money is deeply tied to our emotions and beliefs. In this episode, Michelle talks about why you shouldn't just use numbers when making financial decisions. It's often about what's happening in your life, or simply just enjoying life. Listen in to hear how Michelle helps her clients with this topic....
Ep. 12 - How I Plan My Clients for Retirement with the "Bucket" Method 19.09.2023 20:05
Michelle explains the method behind her "Buckets" approach to spending money in retirement so you can be stress free! She shares actionable steps on how to position yourself to easily transition to retirement and ease your worry while you're there. Follow Michelle on Instagram Me Financial Website If you enjoyed today's episode, share it with your circle, and don’t forget to leave a review! ...
Ep. 11 - How to Pursue Your Dreams & Have Financial Success 05.09.2023 29:58
Have you ever thought something was unattainable? Today we’re talking about taking steps towards the things you most want in life. From house flipping ventures to business growth, Michelle Moses shares the beauty of chasing what ignites our souls. Listen in for real-life stories, challenges, and the magic of pursuing what truly matters. Follow Michelle on Instagram Me Financial Website If you e...
Ep. 10 - AI and the Financial World: How it May Affect Us 22.08.2023 34:04
The financial world is expanding and starting to touch our everyday lives. In this episode, we talk about the impact of AI on the financial industry and how it will change how we operate. Will AI allow us to invest automatically? Will it create more financial products or eliminate the need for financial advisors? Michelle and Andy Woodward talk about advancements in technology and how AI is shapi...
Ep. 9 - Understanding the Impact of the Federal Reserve on Your Daily Life 08.08.2023 36:30
From money market accounts to mortgages, and even commercial debt margins, the decisions made by the Federal Reserve can significantly influence our financial lives. Understanding their objectives and how they manipulate interest rates is essential for anyone looking to make informed financial decisions. Andy Woodward, banking and software expert, joins me to discuss how the Fed's decisions affect...
Ep. 8 - Setting Yourself Apart in The Airbnb Market: Niche AirBNBs 25.07.2023 31:30
Want to create an Instagram-worthy space for Airbnb guests? Join Michelle and guest Kara, Airbnb Host, as they discuss the world of standing out and creating your unique niche in the short term rental space. They talk remodeling, tools you can use to enhance and run your rental and secrets to their real estate success. Learn how Kara sets herself apart to get both business and individual bookings...
Ep. 7 - What I’m Invested In as A Financial Advisor 11.07.2023 36:55
Investing made simple! Michelle Moses breaks down the investments she’s invested in and the mindset behind it. From asset allocation to diversification, Michelle shares her experiences with crypto, retirement savings, life insurance and alternative investments like hotels, apartment complexes, and self-storage units. Follow me on Instagram Me Financial Disclaimer: The information provided i...
Ep. 6 - Making Sense of Cryptocurrency 20.06.2023 54:50
Gain a better understanding of the potential of cryptocurrency, and how it may impact your financial future. Michelle Moses, CFP® is joined by Andy Woodward, a software developer and architect with over 30 years of experience in the financial technology sector, including cryptocurrency development since 2016. We talk about cryptocurrency, what it is and why it's valuable. Key takeaways: Cryptocurr...
Ep. 5 - Uncovering Your True Desires When Making Financial and Real Estate Decisions 14.06.2023 22:52
This week, Michelle Moses, CFP® is joined by Shalyn Kearney and Padraic McDonald, both licensed Realtors®, to explore how to get to the bottom of what you desire, when making decisions. Many times we “think” we want something, but when it comes time to purchase, we choose something entirely different. Listen to see how emotions intertwine with financial decisions - especially when it comes to rea...
Ep. 4 - The Art of Alternative Investing: Choosing the Right Investment for You 06.06.2023 26:37
Certified Financial Planner, Michelle Moses explores the world of alternative investments with guest Chrissa Michelle, a commercial mortgage lender. Join them as they explore options like commercial properties, crowdfunding, and unique ventures. Gain insights on diversifying your portfolio for financial growth. M e Financial Chrissa Michelle
Ep. 3 - Mindful Thoughts for a Healthier Relationship with Money 30.05.2023 17:02
It's time to rethink your relationship with money. We all feel guilty about it, no matter how much we have. But instead of judging others for their wealth or feeling jealous of them, let's focus on finding positive qualities in them. Join Michelle as she talks about the topic of guilt around money, highlighting its universal presence regardless of financial standing. From major expenses to everyda...
Ep. 2 - How to Stay Sane and Build a Business You Love 16.05.2023 36:40
This episode is all about starting and maintaining a successful business while keeping yourself sane and motivated. Chrissa Michelle and I talk about the importance of identifying and prioritizing the approaches that work best for you and your business, rather than comparing yourself to others. Having a supportive network of fellow entrepreneurs is crucial in keeping you motivated and focused. It...
Ep. 1 - What Me Financial is All About 09.05.2023 6:49
In this episode, I give you a sneak peek into what you can expect from the show. From shows done by Michelle only, to interviews with guests, I hope to inspire your financial journey with unconventional investment strategies to help you get to the next level. Join us by subscribing and following along! Follow me on Instagram Me Financial Disclaimer: The information provided in this podcast...
Me Financial 15.02.2023 0:48
A sneak peek of what's ahead...
Similar podcasts
Replaio is not a podcast publisher; show names, artwork and audio belong to their authors and are distributed through public RSS feeds.