Unicorn Millionaire Podcast: LGBTQ+ BIPOC Financial Coaching to Crush Debt and Retire Early

I share what some intimidating investing terms ACTUALLY mean when you're opening accounts. I help clients open up investment accounts all the time, and the most common roadblock they face is when they're asked if they want to add these "trading features": Options and Margin. In this episode, I explain what these fancy white men words mean. Margin is basically all about borrowing money to buy stock...

Tw: suicide/suicidio En mi segundo podcast en español, yo comparto mi experiencia con el Parapente (paragliding), que hice por primera vez aca en Taiwan. Hablo sobre El proceso, mis pensamientos durante el proceso, y como estoy integrando mi aprendizaje igual como si fuera un trip de 🍄. Hablo un momento sobre el suicidio porque es un aspecto de la salud mental de la cual no se habla mucho por el...

I share my perception of semi/early retirement and my 5 reasons to do this as part of our wealth building journey: 1. Being Work Optional 2. Exploring Your Interests 3. To spend more time with loved ones 4. To Travel The World While You Can 5. Unexpected Health Issues Can Arise Book a call to learn more about 1:1 money coaching: https://calendly.com/travelercharly/clarity   Instagram: @Travel...

Once you've built your 6-12 month emergency fund, have opened your investment accounts and transferred the cash in? What's next? INVESTING THAT SHIT!  Want to walk through picking investments together? Join my masterclass on Wednesday, 10/5. We'll answer these questions: How do I know which stocks to pick? What is the difference between self managing vs. having a robo advisor account? How do...

Each year, the Dinah Shore festival is the largest lesbian and nonbinary party in the world that happens in Palm Springs, California. I go every year, and this was my 4th time going. I share my experience as well as financial planning for the rest of the year before heading off to Taiwan.  If you wish the stock market were as low as it was 2 years ago, that's exactly what's happening! Join my...

Jannese Torres is the founder of Yo Quiero Dinero , an award-winning personal finance podcast that empowers listeners on topics like entrepreneurship, investing, financial independence & money mindset. Jannese is a Latina money expert, entrepreneur, food blogger, & business coach. Each week she drops episodes brimming with POC-friendly personal finance knowledge, served with sazón! She ALS...

I share my digital nomad experience this summer in DC. I share how much money I saved and made by dog sitting in DC, why I decided to stay here longer than a month like I'd planned, how I translated my biz lessons from money coaching to my dog sitting side hustle, and how I'm realizing my priority for having financial freedom is to have creative freedom. Next up, Palm Springs for my 4th Dinah Shor...

In this IG live, I share the latest on my months long knee pain, as well as the scientific and spiritual practices I'm trying out. Healing is spiritual AND physical, and I share how I'm trying out different modalities like mindset work, self reflection, family constellations, physical therapy, seeing an ortho, and fasting. Thank you to everyone who has checked in and shared what's worked for them....

Lianne is the host of the @Watchusthrivepodcast, a personal development podcast that talks about mental health, healing from trauma that keeps us stuck in sh*tty relationships & how we can reconnect with our inner magic✨. Lianne is a domestic violence survivor and as a fellow virgo, and we connect over our past relationship mistakes and how we are moving forward  in our personal lives and our ent...

What made me decide to write a book? What's that process even like? Listen to find out why and how I decided to believe in myself enough to make this big investment decision in myself. 🦄 Ready to embody your millionaire self? Book a call to start your money coaching journey with me: https://calendly.com/travelercharly/clarity

Happy virgo season!! Today my client and budget coach Orlenda, founder of @peroicandoittoo, shares how my 6 month 1:1 money coaching helped her level up not just her and her family's finances, but also her LIFE. Orlenda and I have SO much in common. We're both virgos, formerly undocumented immigrants, and we love travel. She shares how she became a first time home owner, moving from The Bay Area t...

If you want to learn more about working with me, this is the framework that I customize for each of my 1:1 clients during my 6 month coaching program. Book a call at https://calendly.com/travelercharly/clarity to get started. 🦄

On today's episode, I have one of my FIRST money coaching clients and fellow Wellesley College alum, Lindsey Vick, join us today to talk about entrepreneurship, working as a healer, spirituality, hypnotherapy, and the birth world! I learned SO much on today's talk and I truly believe that Linsey's work is anticapitalist because it centers the person giving  birth, their needs, and makes child...

As first gens we are so used to doing the most, but we need to celebrate our accomplishments! This year I decided to actively buy nice things/experiences for myself each time I signed a client. What we don't celebrate, we don't integrate. I share the mindset drama I coached myself on when making these purchases I never would have thought I would make even just a year ago.  Becoming our millio...

En mi primer podcast/ig live en español, hablo sober la verguenza que tenia al hablar en español. Soy una persona multidimensional y al hablar sobre algo que escondia, estoy siendo anticapitalista. Espero que les guste. Book a call to learn more about 1:1 money coaching: https://calendly.com/travelercharly/clarity  Watch my brokerage account investing masterclass: https://www.travelercharly.com/br...

I share tips on things to think about when planning your move out of the U.S. As a digital nomad, financial freedom is the number one reason I'm able to travel where I want to go, when I want to go. I talk about how to make friends and stay safe when traveling/living abroad as well as the cost of living and things to budget for.  Book a call to learn more about 1:1 money coaching: https://cal...

In November of 2021, I met Honey when I was living in Playa del Carmen. I connected with my fellow virgo immediately and love how open she is about plant medicine and healing. She shares all about her experience in not one, but TWO ayahuasca ceremonies she participated in during her time in Mexico, and she also talks about what it was like traveling to Mexico as a black woman.  Follow Honey at @ho...

I get this question a lot! I'll never stop talking about how I help LGBT/bipoc folks built wealth because that language has been absent forever in the finance space, but about half my clients are white! I am latinx, but I, too, am white!  If you are white, it's important to acknowledge white privilege, move past the guilt, and do something about it to help yourself and others. Book a call to learn...

Tw: suicide. I am DOWN with the plant medicine! I share my personal experience with magic mushrooms. I share how I was skeptical at first about mushrooms, which is the only psychadelic I've tried so far, and I share words of caution as well as the amazing healing transformations I've had thanks to mushrooms as a tool for seeing past the confines of white, cisheteronormative capitalism.  Book a cal...

Lifestyle Creep is when you end up spending more on wants than needs when you make more money. It's something I help my clients avoid. Today I spoke with a new client who is working with me because she wants to avoid it. Tbh, I had to Google "lifestyle Creep" before we met because I'm so used to investing extra money instead of buying things 🤣. She is making serious moves and makes double what I...

With stocks on sale and inflation going on, now is the time to put extra cash to use with a brokerage account. I share how I opened my first one as a robo advisor at age 26, and now at 31, I share why I shifted to a self managed account. To learn more and attend a live q&a with me, save your spot. Enroll in my July 13 investing masterclass: https://calendly.com/travelercharly/brokerage?month=2...

In my very first podcast episode EVER (!!!) I share my story growing up undocumented and the money trauma I experienced that helped form who I am today and the work I do. Once our community has the money that these billionaire tech dudes have, we won't be launching rocket ships into space. We will be saving the planet.  Book a call to learn more about 1:1 money coaching: https://calendly.com/...