Wallet Street with Charlotte

It’s that time of year again where the sales are endless and spending can easily run away from us. Trying not to let this year get out of hand? Listen for some tips on how to improve spending awareness.  To send in your question or share a comment, send an email to Charlotte at walletstreetpodcast@gmail.com. You can also join the Wallet Street for Women group community chat by emailing Charlo...

I answered a listener's question around how much is needed to start investing. You might be surprised by the answer. Listen to learn how to think about starting investing To send in your question or share a comment, send an email to Charlotte at walletstreetpodcast@gmail.com. You can also join the Wallet Street for Women group community chat by emailing Charlotte at walletstreetpodcast@gmail.com t...

There’s only 8 weeks left in the year! Does that induce panic? If not, don’t fear. This episode, we talk through how to not give up on those financial goals we set for ourselves in 2023 and how we can still accomplish some of them. I’ll walk you through some tips and tricks on how to prioritize those money tasks you’ve been meaning to tackle and how to actually get them done before the end of the...

It’s Halloween! And it’s an excellent time to try being your future self for the day. We go through how to define your future self and how they deal with money. Afterwards, we talk about how Halloween can be a day to encourage stepping into the shoes of your future self. If you were to be your future self, how would they deal with a bill that comes in the mail? What would they spend their money on...

Do these sound familiar when you think about your personal finances? Shame, embarrassment, overwhelmed, dumb? If so, then this episode is for you. We’ll go over why we feel this way and how we can re-frame our thinking. I’d love to hear from you! Email walletstreetpodcast@gmail.com with your questions and comments. Disclaimer: Opinions are my own. The content on the site and in the podcast do not...

Did you know that there are 3 tools that you already use day to day that can help with your personal finances? I’ll walk you through how I use these tools and how you can apply them to your own money management. I’d love to hear from you! Email walletstreetpodcast@gmail.com with your questions and comments. Disclaimer: Opinions are my own. The content on the site and in the podcast do not constitu...

Ann Koppuzha (Founder, Powerhouse Strategy) shares what you should invest in when starting your business. Plus, we talk about:  -How finding product-market fit is the foundation for your business -3 key questions you should ask yourself when deciding between DIY vs outsourcing a task -What is the Entrepreneur’s Scorecard and how to value your time -How to figure out validating your idea -When...

It’s another crossover episode with Not So Silent Reading! This week we read Chris Bailey’s new book How To Calm Your Mind. -What is a dopamine fast? -Which activities are you doing that overstimulate you the most? -Why do our minds get burnt out? Listen on Apple, or Spotify. Disclaimer: Opinions are my own. The content on the site and in the podcast do not constitute financial, legal, accounting,...

Eryn Schultz (founder of Her Personal Finance) identifies 3 financial mistakes you could be making and how to fix them. Plus, we talk about credit card debt, sitting on too much cash, rolling over 401ks, and investing when you don’t know where to start. -3 money mistakes you could be making and tangible actions to fix them -What to do if you find yourself in credit card debt and unwinding the sham...

It’s a crossover episode! Today I’m sharing my recent episode on the book podcast Not So Silent Reading. I chat with my friend Catie about the bestselling book The Body Keeps The Score by Bessel van der Kolk. We share what we found most helpful and fascinating. And find out what are next book will be! Disclaimer: Opinions are my own. The content on the site and in the podcast do not constitute fin...

This week I interview Gilad Andorn, VP of New Revenue & Strategy (LiveAuctioneers), about what it’s like to work in finance for a growing company. We hear a lot in the news about company profits, projections, and funding rounds - but what does that actually entail? Join me as Gilad helps me understand what the finance function in a growing company does. Listen on Apple , or Spotify . LiveAucti...

David Kafafian, COO of Stride Funding, explains what’s the latest in student loans, how the new proposed federal loan changes could affect students, and how income share loans are creating a new path for financing education. Listen above, on Apple , or Spotify . You can find Stride Funding at www.stridefunding.com or @stridefunding on Twitter, Instagram, FB or LinkedIn You can find David at David@...

Sarah Olsen, Managing Partner of Europa Partners, catches us up on what’s been happening in crypto and what it’s like to start a crypto fund. Europa Partners: www.europapartners.xyz Subscribe to the Wallet Street newsletter at https://www.walletstreetpod.com/subscribe Disclaimer: Opinions are my own. The content on the site and in the podcast do not constitute financial, legal, accounting, tax, or...

Today I talk about how 3 books helped change the way I think about money. I share with you the key takeaways to help reframe money habits. 1. 12 week year by Brian P. Moran and Michael Lennington 2. Atomic Habits by James Clear 3. Messy Minimalism by Rachelle Crawford Subscribe to the Wallet Street newsletter at https://www.walletstreetpod.com/subscribe Disclaimer: Opinions are my own. The content...

It’s a crossover episode! Today I’m sharing my recent episode on the book podcast Not So Silent Reading. I chat with my friend Catie and the book Burnout by Emily Nagoski, PhD and Amelia Nagoski, DMA. We share our own tales of burnout, how to manage it, and how this book helped us see it differently.

It’s a new year! Before you set any money New Year’s resolutions, Charlotte explains why instead you should set a 12 week goal, why “Simple” is her word of the year, and what’s new with the podcast. Disclaimer: Opinions are my own. The content on the site and in the podcast do not constitute financial, legal, accounting, tax, or investment advice.

Real estate agent Anna Morgan, of the Seattle-based Morgan Group, explains 1) how interest rates, inflation, and COVID is affecting the real estate market and 2) what buyers and sellers should know before a transaction. Anna was my real estate agent and help me go through an overwhelming and confusing process. I touched base with her to get her perspective on what’s happening in the real estate ma...

The Kentucky Derby races this Saturday, May 7th. For a long time I’ve wanted to pick my dad’s brain about the famous Derby and the horse racing industry. He’s been a race horse broker for 40yrs and was a former amateur rider. Yesterday we sat down to chat and he shared with me so many fascinating tidbits. Listen to learn more about how it all works, which horses get selected for the Derby, and why...

-What are the use cases for crypto around the world? -How is crypto used when local currency is facing devaluation? -What are central bank issued digital currencies? Join Andre and I as we discuss how crypto is used to mitigate financial risk around the world. Disclaimer: Opinions are my own. The content on the site and in the podcast do not constitute financial, legal, accounting, tax, or investm...

-Shorting SPACs -Greensill -NFTs in the art world -Dr. Wu Lien-teh’s mask -Walter Isaacson & CRISPR -the Grammy's Disclaimer: Opinions are my own. The content on the site and in the podcast do not constitute financial, legal, accounting, tax, or investment advice.

-She-cession -top investors in big tech -NFTs -China's Peace Cable -password management -to do lists, and more Disclaimer: Opinions are my own. The content on the site and in the podcast do not constitute financial, legal, accounting, tax, or investment advice.

-Big Tech -Coinbase S-1 -social finance -Mt. Etna -COVID strains -Nomadland -Britney Spears -Erik Larson Disclaimer: Opinions are my own. The content on the site and in the podcast do not constitute financial, legal, accounting, tax, or investment advice.

Olga Afonsky, nutrionist (who has helped me in the past), helps me answer questions and topics such as: -What foods to buy in bulk to make healthy eating more affordable -Why I shouldn't grocery shop when I'm hungry -Looking at the scale -How to substitute a beer at the end of the day You can contact Olga and find more information at: https://www.food-remedies.com/ Resources mentioned: https://www...