Theatre director Ronny Dutra talks about how he handles money and why he moved to NYC for a career in theatre. We discuss: ⭐️ The Music Man on Broadway ⭐️ Planning the work. Working the plan. ⭐️ No matter what, keeping your eye on the prize. ⭐️ Ronny’s dance training and competitive ballroom dancing. ⭐️ How his goal of being a Broadway performer that shifted to directing. Become a patron: www.patreon.com/artisticfinance Ronny Dutra - Youtube: https://www.youtube.com/c/RonnyDutra Artistic Finance...
Sep 19, 2022•55 min•Ep. 114
"If you have what you want and need, you're doing fine. And if you can afford to have it, you're doing 3000% better than a lot of people." Discussing Cats with original Broadway cast member Ken Page! Topics: ⭐️ The first megamusical ⭐️ Audition and rehearsal process ⭐️ Broadway version versus the West End ⭐️ Judi Dench playing Old Deuteronomy in the film Cats Stats: ⭐️ 4th longest running Broadway show of all time ⭐️ 9th highest grossing Broadway show of all time ⭐️ 2nd most popular tee shirt of...
Sep 12, 2022•59 min•Ep. 113
Sound engineer Brandon Blackwell talks about day trading during the COVID 19 pandemic. Brandon has mixed audio for Lizzo, A$AP Rocky, Ciara, Nicki Minaj, Camila Cabello, Drake, Big Sean, Chaka Khan, Jennifer Hudson, and more. We discuss: ⭐️ Day trading is accessible. ⭐️ You will suffer loses short term. ⭐️ Try new things until you find traction. ⭐️ Recessions and depressions will happen. ⭐️ Artists have to be financially prepared for townturns. Brandon's links: BrandonBlackwell.com https://www.i...
Aug 23, 2022•1 hr 2 min•Ep. 112
An update on the Artistic Finance 6k--the $6,000 of investments we made in May of 2021. We’re joined by a bond investment CEO and a data analyst to review how our investments compare to the S&P 500. We discuss a new experiment! Our guests have purchased $1,000 investments of their own to see how they can do against my investments and the market at large. Links & Resources: Maithreyi Gopalakrishnan - CEO of LiquidiFi: https://www.linkedin.com/in/maithreyi-gopalakrishnan/ maithreyi@liquidi...
Aug 15, 2022•50 min•Ep. 111
Broadway producer Heather Shields explains how to invest in a Broadway show. (Part 2 of 2) We discuss: ⭐️ Measuring revenue by gross potential ⭐️ How to access opportunities to invest ⭐️ A minimum investing unit for a Broadway show ⭐️ Broadway investors MUST BE accredited investors ⭐️ Broadway investors almost always file an extension for taxes ⭐️ Documents investors sign - operating agreement, subscription agreement, and tax documents Bonus Episode - How We Became Co Producers On Broadway: http...
Aug 08, 2022•42 min•Ep. 110
Broadway producer Heather Shields explains how to invest in a Broadway show. Part one of a two part interview. We discuss: ⭐️ Recoupment schedules and break even points ⭐️ The 40 year exploitation period of an author’s work ⭐️ Investing early is riskier but can provide a higher return ⭐️ The three types of producers on Broadway - lead, executive, and co ⭐️ The importance of the 10 days before Christmas for seasonal shows Early release of next week's episode: https://www.patreon.com/posts/6987366...
Aug 01, 2022•1 hr•Ep. 109
Lighting designer Marsha Stern joins the show to talk finances as a lighting designer in NYC nightclubs. Topics: ⭐️ Her time working in NYC nightclubs in the 1980s ⭐️ Being on payroll for venues versus freelance income ⭐️ Saving for retirement by putting in to social security ⭐️ Transitioning to working in architecture and "architainment" ⭐️ Entry into the entertainment industry via a music career, and shifting focus back to music since the pandemic. Bonus Episode Includes: ⭐️ Marsha’s autograph...
Jul 18, 2022•50 min•Ep. 108
Rachel Schmeling, an actor and finance coach, provides actionable advice on improving personal finances. Topics: ⭐️Budgeting ⭐️Falling in love with future you ⭐️Reframing negative money attitudes ⭐️Defining success and finding our core beliefs ⭐️Shifting out of victim mindset and taking ownership of our finances Bonus episode: https://www.patreon.com/posts/68919886 Rachel Schmeling: https://www.rachelschmeling.com/ List of Values - from Brené Brown: https://brenebrown.com/resources/dare-to-lead-...
Jul 11, 2022•57 min•Ep. 107
Jamie Esteva Wilson, an actor and musician from Manila, Philippines joins the podcast to talk about his relationship with finance. Topics: ⭐️ Choosing freelancing over a corporate job ⭐️ How money is motivation to get out of bed ⭐️ Becoming a COVID safety officer during pandemic Other things that surprised me: ⭐️ Jamie lives without a credit card ⭐️ 30+ years as a theatre artist while not being great with money ⭐️ Learning a hard lesson by being talented BUT showing up unprepared Jamie returns i...
Jul 04, 2022•51 min•Ep. 106
Tatlong Pinoy freelancer artists mula Manila at New York ang nagbahagi ng kanilang payong pampinansyal. Ang episode na ito ay kasama ang aktor na si Jamie Wilson, Stage Manager na si Sheryl Polancos at Lighting Designer, Cha See. ⭐️ Paano nila nalampasan ang pandemyang covid? ⭐️ Paano nila nagawang matustusan ang kanilang mga pangangailgan at paano sila nakahanap ng dagdag o bagong trabaho? ⭐️ Paano nakatulong ang organisasyong See Lighting Foundation sa mga imigranteng naninirahan sa US sa pana...
Jul 04, 2022•1 hr 2 min•Ep. 106
Results from our listener survey. Miss the survey? Take it here: https://forms.gle/utJU1SAZsNY782XK6 Retirement Calculator: https://www.nerdwallet.com/investing/retirement-calculator Patreon Bonus Episode: https://www.patreon.com/posts/68298000 Previous Episodes Mentioned: Credit Card Rewards: https://www.artisticfinance.com/episode/3yhjl5EJSaw25HNh8lZ6/Credit-Card-Rewards-with-John-Adcox Starbucks Rewards: https://www.artisticfinance.com/episode/zni9hPScDW1bsrX1xtrj/Free-Coffee-The-Secret-Starb...
Jun 27, 2022•23 min•Ep. 105
LISTENER SURVEY: https://forms.gle/utJU1SAZsNY782XK6 Broadway musician turned financial advisor, Eli Zoller, joins the show to talk about his career change and how he is helping others. Topics: ⭐️ Why Eli became an advisor ⭐️ Finances can be simple, but simple is not easy ⭐️ How freelancers can benefit from financial planners ⭐️ The best way to get your financial questions answered ⭐️ What the worst outcome from meeting a financial advisor. Bonus Episode - Eli’s Favorite Broadway Show: https://w...
Jun 20, 2022•57 min•Ep. 104
LISTENER SURVEY: https://forms.gle/utJU1SAZsNY782XK6 We celebrate Father’s Day with Nicole’s parents and to learn how they use the Starbucks reward program. We discuss: ⭐️ Cost savings of a refillable cup ⭐️ Sharing accounts to maximize points ⭐️ Clipping coupons BEFORE the internet Our bonus episode is a story about Ethan getting a birthday drink from the Taco Bell rewards program. Bonus Episode: https://www.patreon.com/posts/67140618 Takeaways: ⭐️ Be on the lookout for double point days once a...
Jun 13, 2022•59 min•Ep. 103
LISTENER SURVEY: https://forms.gle/utJU1SAZsNY782XK6 Become a patron: www.patreon.com/artisticfinance Brooklyn-based painter Bret Slater joins the podcast to discuss the business of painting. He explains how he learned to price his art and work with galleries in New York and Europe. We discuss: ⭐️ How to price art ⭐️ Why you must “put yourself out there” ⭐️ What percentage a gallery takes when selling an artwork ⭐️ The importance of professional connections and relationships ⭐️ How Bret first go...
Jun 08, 2022•1 hr 5 min•Ep. 102
LISTENER SURVEY: https://forms.gle/utJU1SAZsNY782XK6 Sheryl Polancos, a stage manager from Broadway’s Beetlejuice, joins the show to talk about working ten years in the Philippines as a freelance stage manager. She then moved to NYC to continue freelancing in theatre off-Broadway and then on Broadway. We discuss: ⭐️ How to afford an apartment in NYC ⭐️ How to get an artist visa and green card ⭐️ A bad luck superstition involving peanuts ⭐️ Saving for yourself and your own retirement ⭐️ Differenc...
May 30, 2022•55 min•Ep. 101
PLEASE TAKE OUR LISTENER SURVEY - BY JUNE 10: https://forms.gle/utJU1SAZsNY782XK6 How to advocate for your own financial wellness with freelance theatre designer Carl Faber. Topics: ⭐️ Include a cover page in your will ⭐️ Financial plans are not intimidating ⭐️ Easy way to get a picture of your finances ⭐️ Ethan learns something new about ROTH IRAs We revisit past topics: ⭐️ I-Bonds yielding 10% ⭐️ Dave Ramsey is the Dunkin' of finance ⭐️ LinkedIn for entertainment professionals THANK YOU, PATRO...
May 23, 2022•1 hr•Ep. 100
Learn how to maximize your credit card points with financial analyst John Adcox. Topics: ⭐️ How to transfer points ⭐️ Loyalty to a brand is beneficial ⭐️ Evaluating the annual fee versus the benefits ⭐️ Maximize earnings - always earn more than 1% ⭐️ Buying gift cards if they yield higher than the product ⭐️ Maximizing spending - transfer points to other rewards programs ⭐️ Transfer statuses between programs, even if points don’t transfer Takeaways: ⭐️ Transfering is easy and happens online ⭐️ A...
May 16, 2022•1 hr 18 min•Ep. 99
A year end review of the Artistic Finance 6k--our $6,000 investment. We’ve gathered a bond investment CEO, a data analyst, and two lighting designers to compare how our investments compare to the market (aka the S&P 500). We discuss: ⭐️ The current shaky market ⭐️ Holding investments for a year ⭐️ Next steps for this investment experiment Takeaways: ⭐️ Ethan is going to HOLD all investments ⭐️ Ethan needs to reinvest the $56 REIT dividends ⭐️ We will have 3 other investments to track - one i...
May 09, 2022•56 min•Ep. 98
Choreographer Melissa Riker joins the show to discuss running a non profit dance company in Seattle and New York City. Topics: ⭐️ Melissa's IRS audit ⭐️ Paying dancers 1099 or W2 ⭐️ Writing and applying for grants ⭐️ Financially responsible. Artistically wild. ⭐️ Cost of public permits versus renting a venue ⭐️ Arts grants via city funding and federal funding ⭐️ To become a non profit or partner with a fiscal sponsor In the bonus episode: ⭐️ Paying freelancers in a timely manner Bonus Episode: h...
May 02, 2022•56 min•Ep. 97
How much do people pay to have their taxes filed? I asked my friends and share the results. Topics: ⭐️ How much tax software costs ⭐️ The new IRS mobile app - IRS2Go ⭐️ How many freelancers file for themselves ⭐️ How much people pay an accountant to have taxes filed We are joined by special guest Mike Farmer of 4 Wall Entertainment. He files his own taxes and explains how he does it. Takeaways: ⭐️ Lots of freelancers file for themselves. You can too! ⭐️ FreeTaxUSA seems to be the lowest cost fil...
Apr 18, 2022•31 min•Ep. 96
Actor Patrick Oliver Jones discusses managing finances a freelancer actor for the past thirty years. Topics: ⭐️ Filing your own taxes ⭐️ The annual limits to ROTH IRAs ⭐️ The Actor’s Equity’s pension and 401k ⭐️ Opening of an LLC as an actor and creative ⭐️ Co-signing loans with your special someone We also talk about: ⭐️ If Patrick turned a profit on his recent cabaret ⭐️ Patrick's unique job at the Tonight Show with Jimmy Fallon Thank you patreon Patrons for putting your money to create this c...
Apr 11, 2022•54 min•Ep. 95
Actor Patrick Oliver Jones interviews Rebecca Selkowe, head of the financial wellness program at The Actors Fund. Today's show is a collaboration with Patrick's podcast Why I'll Never Make It. The discussion includes: ⭐️ Good debt and bad debt ⭐️ Creating a wealth building fund ⭐️ Budgeting with fluctuating income ⭐️ The Marie Kondo method to cut expenses ⭐️ Spending money for professional development Patreon Outtakes: https://www.patreon.com/posts/64668646 Unabridged Interview: https://www.patr...
Apr 04, 2022•1 hr•Ep. 94
Broadway projection designer Caite Hevner chats finances as a freelancer and owner of a design studio. We discuss: ⭐️ A huge tip for anyone opening a retirement account ⭐️ Decoupling money from YOU and tying it instead to the job ⭐️ Putting design studio employees on PAYROLL instead of paying them as CONTRACTORS Caite Hevner: https://caitedesign.com/scenicdesign Bret Slater Art - Full Story https://www.patreon.com/posts/bret-slater-af-61516832?utm_medium=clipboard_copy&utm_source=copy_to_cli...
Mar 28, 2022•47 min•Ep. 93
Broadway director Stafford Arima joins us to discuss how he has managed his finances as a freelance director in New York City. We discuss: ⭐️ Moving from Canada to be resident director of Broadway’s Ragtime ⭐️ How much he socked away for retirement during his 20 years freelancing ⭐️ His newest job as an artistic director of Theatre Calgary which was his first full time job, which he took when he was in his late forties ⭐️ Stafford talks about his parent’s relationship with gambling and the death...
Mar 21, 2022•59 min•Ep. 92
How to fight climate change using retirement funds with Alex Wright-Gladstein, creator of SPFFX, a mutual fund that mirrors the S&P 500 Index without investing in fossil fuels. NOTE: None of this is financial advice nor are we financial advisors! We discuss: ⭐️ Where to invest fossil-fuel-free ⭐️ SPFFX expected returns and expense ratios ⭐️ How to fight climate change using retirement funds ⭐️ How to ask your 401k provider to provide a fossil fuel free option within your retirement plan Beco...
Mar 14, 2022•59 min•Ep. 91
Lighting designer Lap Chi Chu discusses career finances and the importance of paying off debt early. We discuss: ⭐️ Taxes ⭐️ Student loans ⭐️ Getting an accountant ⭐️ Lap’s most “lucrative” job ⭐️ Incorporating as a freelancer ⭐️ Combining finances during marriage My takeaways were: ⭐️ Use an accountant ⭐️ Work begets work so do a GOOD JOB ⭐️ Lap set up a SIMPLE IRA and uses it 30 years later ⭐️ CONSISTENT paychecks are what make ARTS jobs "lucrative" ⭐️ Debt and student loans - pay off sooner E...
Feb 28, 2022•51 min•Ep. 90
Choosing 401k investments with stage manager turned teacher Elena Sartor. Elena just became eligible for a 401k but wasn’t sure which investments to pick. We decided to talk through all the choices. Today we will cover: ⭐️ 401ks ⭐️ ROTH 401ks ⭐️ Volatility ⭐️ Expense ratio ⭐️ Diversification ⭐️ Options for FREELANCERS ⭐️ ROTH IRA, SEP IRA, & SIMPLE IRA Link to the workbook: https://www.patreon.com/posts/61906422/ ROTH 401k: https://www.investopedia.com/terms/r/roth401k.asp Importance of LOW ...
Feb 21, 2022•58 min•Ep. 89
Happy Valentine's Day! ❤️ ❤️ ❤️ Today's show is an update on the Artistic Finance 6k--our $6,000 investment. We’ve gathered a bond investment CEO, a data analyst, and two lighting designers to compare how our investments compare to the market (aka the S&P 500). We discuss: ⭐️ Wine investing ⭐️ Investing Strategy ⭐️ Investments vs bonds ⭐️ Investments vs S&P 500 ⭐️ Financial gifts that say, "I love you." The Artistic Finance Investment Strategy: ⭐️ Half high risk ⭐️ Half dividends ⭐️ Mone...
Feb 14, 2022•57 min•Ep. 88
Broadway Prop Supervisor Buist Bickley explains how he has managed his personal finances throughout his career. We discuss: ⭐️ Who he uses as an accountant ⭐️ The details of his retirement plan ⭐️ The importance of low overhead ⭐️ How props supervisors are hired ⭐️ What makes a good Broadway prop supervisor BUT THAT'S NOT ALL! For three monthly payments of $19.99 you'll also hear us discuss: ⭐️ Life insurance ⭐️ What charities Buist gives to ⭐️ Financial benefits of having a partner ⭐️ How to be...
Feb 07, 2022•56 min•Ep. 87
A guide on bond investing with Maithreyi Gopalakrishnan, CEO of LiquidiFi, the bond education app. We discuss: ⭐️ Tax Advantages ⭐️ Government I-Bonds and EE Bonds ⭐️ Buying directly on TreasuryDirect.gov ⭐️ Tax saving with a 529 College Savings Plan Bonds are part of the "Fixed Income" portion of a portfolio. They are stable and guaranteed, to bring balance to the volatile stocks portion of a portfolio. What I learned about I-Bonds: ⭐️ Offer 7.12% return ⭐️ Keep up with inflation ⭐️ Must hold f...
Jan 31, 2022•1 hr•Ep. 86