Send us a text Learn how to look for financial red flags of fraud to find the money that belongs to you. We discuss how to prepare for divorce/breakups and financial items you will need a record of. Get the tools to have proactive money conversations with your partner even if a break isn’t in your plans. Tracy has been investigating fraud for more than 25 years, but she didn’t always want to be a forensic accountant. With a dream of one day being a prison warden, Tracy went to Marquette Universi...
Feb 23, 2023•37 min•Season 2Ep. 14
Send us a text In this episode, me and my guest, Marie Thomasson of Modern Assets is back to discuss how to invest socially responsibly through ESG funds, and how other topics we’ve covered can help impact change for your retirement investment. We cover: What is an ESG Returns from ESG vs Mutual Funds now How to find ESG Funds Impacting change by asking for your preferred investment fund Links mentioned in the episode: CFP Episode 34 - Saving Money Socially Responsibly, The Easy Way Retirement P...
Feb 21, 2023•12 min
Send us a text Is your career set up to provide you freedom or do you feel like you’ll have to work forever? Theo quickly found out that these jobs will work you to burnout if you let them. Instead he has been able to pivot his career and engineer multiple streams of income so that work is truly an option. Theo Jones, Sr., CRNP, FNP-BC, MBA, MSN is a family nurse practitioner with a career spanning 8 years serving in specialties such as intensive care and trauma surgery, with a subspecialty in a...
Feb 16, 2023•50 min•Season 2Ep. 13
Send us a text In this episode, Marie Thomasson of Modern Assets is back to discuss how to invest socially responsibly in the easiest way. This might be a bit surprising and obvious at the same time, but we discuss in detail how this very important step that could often be forgotten can be a way to invest for you and your community. We cover: The cheapest method in investing What other elections need our investment of time How your vote can impact change not just on a national level, but on a lo...
Feb 14, 2023•12 min
Send us a text Most of us weren’t taught about money in school and some concepts can be confusing. Dwayne breaks down concepts in an easy to digest format, through music. On his YouTube channel the Stock Market is Made Simple. Dwayne Tucker is just a regular guy who loves the stock market and hip hop. He decided to combine finance and hip hop to be the change he wanted to see. Follow Dwayne on YouTube --- A Case Study In Corporate Fear "A Case Study in Corporate Fear" deconstructs how fear trans...
Feb 09, 2023•36 min•Season 2Ep. 12
Send us a text Marie Thomasson of Modern Assets is back to discuss how we can be more conscious about our spending and how retailers with bad labor and business practices have made it too easy for us to check for alternatives. But everyone has to be aware that where they spend is a conscious moral decision of approving or not what these businesses do. We cover: The dark side of the biggest retailers business practices and their impact to society Having your values reflect how you spend and where...
Feb 07, 2023•25 min
Send us a text What did you do at the height of covid? This nurse turned her unique study skills into a full fledged business. Stephanee Beggs is a content creator, influencer, professor teaching pharmacology, and emergency room nurse. She unintentionally became viral on social media for her quick, concise educational tools that led to the creation of RNExplained, Inc. . I believe in hustling while I can. I’m not married and I don’t have any children yet, so my hobbies have become my side hustle...
Feb 02, 2023•31 min•Season 2Ep. 11
Send us a text In this episode, Marie Thomasson of Modern Assets and I discuss Buy Nothing Groups and our experiences in both giving and receiving from these groups. This can be a huge tool we can use to either save or give back to our society for things we could have thrown out. We cover: What are Buy Nothing Groups Our experience in saving by joining these groups How you can also give back to help others The geographic nature of groups and how to find them Learn more about Marie by visiting he...
Jan 31, 2023•19 min
Send us a text What if you spent the greater part of your life studying and training to be a doctor only to find out, medicine isn’t for you? Our guest Jordan Grumet aka Doc G, shares how he unintentionally found his way to financial independence. He discusses the lessons he’s learned about life and what really matters inspired by his years as a hospice doctor. Learn about how he was able to turn his career into a passion so that retirement is truly optional. About our guest: Jordan Grumet was b...
Jan 26, 2023•41 min•Season 2Ep. 10
Send us a text Have you created a plan for when you eventually need assistance with everyday activities and are unable to care for yourself for a long period of time? It's best to start considering long term care insurance when you're relatively young and healthy, as this will help you secure a lower premium rate. Generally, the younger and healthier you are, the more cost-effective and suitable the policy is likely to be. I was always under the assumption that I should purchase a policy somewhe...
Jan 24, 2023•39 min
Send us a text Meet Andre, the man behind the Millennials Next Door. He is financial advisor that walks the walk. He has found creative ways to generate multiple streams of income and cut his living expenses so that work is optional. He is a graduate of the school of hard knocks and has learned and educated form his mistakes. Get started investing in REITs with Andre’s FREE Guidebook . About our guest: Andre Albritton specializes in providing financial advising and education to graduates from al...
Jan 19, 2023•44 min•Season 2Ep. 8
Send us a text Portia Wood, Esq our Estate Planning expert joins us to discuss why estate planning is important for every adult. Learn the three aspects of estate plans that are a must. Understand the difference in using AI generated estate plans versus working with an estate planning attorney. Estate planning is an important step in making sure that your wishes for the future are clearly put in writing. That way, your wishes will be followed no matter what happens. You also want to make sure th...
Jan 17, 2023•49 min
Send us a text Worried about paying for college for your kids? Imagine if they not only had school fully paid for but graduated with a nest egg already in place. Chris shares how his Debt Free Degree Triangle makes this possible. About our guest: Chris Corinthian has worked for over 15 years in higher education in the areas of financial aid and financial literacy. After working with thousands of students, he realized that there were specific steps that students did to receive multiple scholarshi...
Jan 12, 2023•1 hr 8 min•Season 2Ep. 8
Send us a text Our credit expert Acquania Escarne is back and is putting us up on game on what Disabilty Insurance is and why it’s so important. She covers the different types, how it’s paid out and other things that disability insurance covers. With 4 out of 5 employees becoming disabled in their working lifetime, it’s imperative that we make sure we are protected. About our expert: Acquania is a financial coach, freelance writer, and independent life insurance producer with LifeTyme Financial ...
Jan 10, 2023•37 min
Send us a text About our guest: Antoinette Munroe is a serial entrepreneur with a broad spectrum of business experience in industries ranging from music entertainment to construction. After eight years of accelerated advancement at a global CPG company, Antoinette shifted her focus from climbing the corporate ladder to pursuing FIRE(Financial Independence Retire Early) by 40. She achieved that goal at 36! To achieve this goal, Antoinette developed Budget ABC's, House Hacking, and Travel Hacking ...
Jan 05, 2023•47 min•Season 2Ep. 7
Send us a text Our student loan expert Stanley Tate joins us to talk about what’s going with student loans in this new year. This is an unprecedented time in regards to loan repayment options. There are going to be some massive changes come summer. Check out this episode to learn more about what’s in store. About our expert: Here are the stats. Tate has been in the game 8+ years fixing student loan problems. He has managed $1B in debt for clients, negotiated $30M in student loan settlements with...
Jan 03, 2023•30 min
Send us a text Are you worried about how you are going to pay for healthcare if you retire before Medicare age? This conundrum has stumped early retirees and entrepreneurs for decades. Part of the problem is that we just plain unclear about how much healthcare coverage will cost. Lynn Frair and Ryan Connell have an answer. They have created a a healthcare calculator to help you estimate your costs. This is the nation's first healthcare cost calculator of it's kind through the lifespan for entrep...
Dec 29, 2022•49 min•Season 2Ep. 6
Send us a text Have you ever wondered which you should do first? I ask our resident CFP his advice. I also share what I feel is my biggest money mistake in paying off my student loan debt. His response might surprise you. About our expert: Dr. Jay Zigmont, CFP®, and his wife are Childfree and live in Water Valley, MS. He has a Ph.D. in Adult Learning from the University of Connecticut and is a CERTIFIED FINANCIAL PLANNER™ and Childfree Wealth Specialist. He is the founder of Childfree Wealth, a ...
Dec 27, 2022•50 min
Send us a text Been wondering if investing in short to medium-term rentals is for you? Our guest today was able to turn around from being 50k in debt to Financially Free in 2 years with Airbnb! This episode is a good starter for anyone thinking of diving in and understanding the space even more. About our guest: Zeona McIntyre has been an Airbnb host since 2012. After 10 years of managing short-term rentals across the globe, she has transitioned to selling Real Estate to investors looking to hou...
Dec 22, 2022•33 min•Season 2Ep. 5
Send us a text Have you seen some changes to your credit lately? I know I have! American Express just decreased the available credit on three of my cards by 90%. No late payment or other delinquencies. This is a timely episode to have my friend and the Financially Intentional Credit Expert, Shante Nicole join us to break down what’s going on. She shares why creditors are pulling back credit limits. She also breaks down what makes up a credit score and what goes into improving it. Make sure you f...
Dec 20, 2022•24 min
Send us a text We discuss the realities and common misconceptions of being child-free. What does financial planning look like for individuals and couples who are child-free? We dive deep into Retirement Planning, Financial Independence Live Early, and Life Insurance. About our guest: Dr. Jay Zigmont, CFP®, and his wife are Childfree and live in Water Valley, MS. He has a Ph.D. in Adult Learning from the University of Connecticut and is a CERTIFIED FINANCIAL PLANNER™ and Childfree Wealth, Special...
Dec 15, 2022•54 min•Season 2Ep. 4
Send us a text Today, we discuss with our expert, Dr. Jay Zigmont, how you can seek help from financial experts and what to expect when you start discussing finance with your financial advisor. We also cover good fundamentals in your finances and how clutter and inaccurate advice on the internet could potentially negatively impact your finances. Dr. Jay Zigmont’s mission in life is to help people to learn how to live their best life and achieve financial freedom. He is a Certified Financial Plan...
Dec 13, 2022•47 min•Season 2Ep. 2
Send us a text Steven Stack is a financial consultant and coach whose mission is to help others build wealth holistically. He is 100% debt free which includes paying off a six-figure mortgage. He also became a millionaire by age 31 through investing primarily in real estate and the stock market. He believes wealth isn't just what's in your bank account but also the person you're becoming. Steven Stack's Website: https://www.stevenlstack.com/ Steven Stack's IG: https://www.instagram.com/stackingw...
Dec 08, 2022•44 min•Season 2Ep. 3
Send us a text “When you rely on GoFundMe accounts to pay for funerals, you're still short selling your family in the long run because GoFundMe will just pay for the funeral. But life insurance pays for the finances well beyond your life. It can pay off your mortgage, cover kids' college, and also keep a spouse from having to go right back to work if they wanna have time to grieve or they wanna take time off from work after the death of a partner. But it's also important for single people to get...
Dec 06, 2022•23 min•Season 2Ep. 1
Send us a text Please join me here, and follow me on social media, Instagram , and Facebook . Join the Financially Intentional Community and get access to resources to guide you on the path to Financial Freedom. Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. Get my book Smart Money Support the show --- Please join me here, and follow me on social media, Instagram , and Facebook . Need help getting started on your path to financial freedom? Start H...
Dec 01, 2022•13 min•Season 2Ep. 2
Send us a text Please join me here, and follow me on social media, Instagram , and Facebook . Join the Financially Intentional Community and get access to resources to guide you on the path to Financial Freedom. Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. Get my book Smart Money Support the show --- Please join me here, and follow me on social media, Instagram , and Facebook . Need help getting started on your path to financial freedom? Start H...
Dec 01, 2022•11 min•Season 2Ep. 1
Send us a text Please join me here, and follow me on social media, Instagram , and Facebook . Join the Financially Intentional Community and get access to resources to guide you on the path to Financial Freedom. Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. Get my book Smart Money Support the show --- Please join me here, and follow me on social media, Instagram , and Facebook . Need help getting started on your path to financial freedom? Start H...
Dec 01, 2022•1 min0
Send us a text Dr. Vanessa Kasper, started in healthcare as a teenager working as a Certified Nursing Assistant, she became a Registered Nurse in intensive care, and is now a doctoral-prepared Nurse Practitioner in primary care. Each Wednesday she brings the Dose of Support Podcast to life where she shares stories of self-care in healthcare! Please join me here, and follow me on social media, Instagram , and Facebook . Join the Nurses on Fire Community and get access to resources to guide you on...
Apr 29, 2021•49 min•Season 1Ep. 95
Send us a text Diania Merriam is the founder of The EconoMe Conference, an event centered around financial independence, also known as the "Ted Talks" of the FIRE movement. She's also the host of the popular podcast Optimal Finance Daily where she narrates articles from the best personal finance blogs on the planet. After getting out of $30k of debt in 11 months, she used her newfound financial freedom to negotiate a remote working arrangement with her employer, take a 2 month sabbatical to walk...
Apr 22, 2021•42 min•Season 1Ep. 94
Send us a text Angel Cellucci is a woman on a mission! She has spent over 40 years working in the healthcare system, having started out as a Candy Striper and eventually going on to become a Family Nurse Practitioner. In 2015 she founded Overbrook Consultants, a fraud investigation company, to assist insurance carriers with reviewing medical bills for evidence of erroneous charges and/or blatant fraud. When her data revealed that roughly 9:10 of the medical bills she and her team reviewed contai...
Apr 15, 2021•1 hr 1 min•Season 1Ep. 93
