Financially Intentional - podcast cover

Financially Intentional

Naseema McElroyfinanciallyintentional.com
Welcome to the FInancially Intentional Podcast with Naseema McElroy! This is a weekly podcast covering all things personal finance for those ready to build wealth but who may not know where to start. We believe that you have all the tools to improve your finances because you and your family deserve it. Our hope is that by listening to this podcast, your circle of influence is enhanced. Let us be the folks you choose to surround yourself with.
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Episodes

Conversations with a CFP, Vol. 23 - Teaching Kids About Money

Send us a text Our CFP Leisa Peterson discusses money lessons she taught her daughter which she shares in the recently released Mindful Millionaire Book. We discuss: Integrating money conversation into everyday life Empower children to make educated decisions and be available to answer questions. Setting up accounts early. Encourage ways for them to earn money on their own. Learn how to overcome your money stories to become a Mindful Millionaire! Get Leisa’s Mindful Millionaire Book . We want to...

Jul 27, 202014 min

This Black Single Mom Reached FIRE In Her 40s Making Less Than Six Figures, Ep. 55

Send us a text After overcoming poverty, divorce, and single motherhood, Jackie Cummings Koski still reached FIRE in her 40s, making less than six figures. She retired from her corporate job on December 6, 2019, decades before others told her she could, to follow her dream of creating a financial-literate society. In 2015, her commitment to educating and empowering Americans in the area of personal finance earned the attention of our nation’s policymakers. She was officially recognized with a Co...

Jul 23, 202056 minSeason 1Ep. 55

Conversations with a CFP, Vol. 22- How to Get Off The Struggle Bus

Send us a text Our CFP Leisa Peterson discusses how to focus on possibility which is covered in her newly released Mindful Millionaire Book. We discuss: Playing not to lose versus playing to win Three money fears that hold people back Opportunities to work on your mindset Give yourself permission to be a millionaire Learn how to overcome your money stories to become a Mindful Millionaire! Get Leisa’s Mindful Millionaire Book . We want to hear from you! If you have money questions or if you want ...

Jul 20, 202016 min

This Nurse Paid Off $133k Of Debt In 7 Years While Starting A Family And A Business - Ep.54

Send us a text This is a time to spruce up that old resume and see what else is out there even if you don’t have any plans of leaving your current job. Amanda Guarniere is an Ivy-league educated nurse practitioner and entrepreneur, having founded The Résumé Rx in 2018. She helps nursing professionals with career and résumé strategy so that they can land the opportunities that leave them personally and professionally fulfilled. She continues to work clinically in emergency medicine and her favori...

Jul 16, 202029 minSeason 1Ep. 54

Conversations with a CFP, Vol. 21- From Traumatic Childhood to Mindful Millionaire

Send us a text Our CFP Leisa Peterson opens up to us about her journey from a tumultuous childhood to who she had to become to be a Mindful Millions. We discuss: The impact of growing up in a drug-dealing household How she made her first million dollars Her ruthless pursuit to build wealth What had to change in order for her to become a Mindful Millionaire and help others do the same Learn how to overcome your money stories to become a Mindful Millionaire! Get Leisa’s Mindful Millionaire Book . ...

Jul 13, 202022 min

This Nurse is Helping Nursing Students in Need - Ep. 53

Send us a text After having her first child, then helping her husband recover from a major accident, Mary Cate found herself in a tough financial position when the financial aid office told her she no longer qualified for aid. What she did next contributed to one of her biggest money mistakes. Instead of letting this defeat her, she turned things around so that she could help other NP students through similar financial challenges. Please join me here, and follow me on social media, Instagram and...

Jul 09, 202038 minSeason 1Ep. 53

Conversations with a CFP, Vol. 20 - Fight Lending Discrimination

Send us a text Banking distrust dates back to the 1800s. If you feel there is any chance you are facing unfair treatment while applying for loans, particularly mortgages here are your tools to proactively advocate for yourself. We discuss: Historical Mistrust Professional discretion that may not lean in your favor Scrutinizing the Truth in Lending Statement Always ask “Is This the best you can do” We want to hear from you! If you have money questions or if you want us to assess your finances, pl...

Jul 06, 202018 min

This Nurse is Asking For What She Deserves - Ep. 52

Send us a text Dorianne St Fleur shares the hard truths about why we aren’t equally compensated in the workforce. She shares practical tips to empower us to get paid our worth. Dorianne St Fleur is an HR leader, Diversity & Inclusion strategist, and career & leadership coach who turns professional women of color into paid and prominent corporate powerhouses.Dorianne is the founder of Your Career Girl, a digital career development agency for women of color, and the creator of the career d...

Jul 02, 202038 minSeason 1Ep. 52

Conversations with a CFP, Vol. 19 - Socially Responsible Investing

Send us a text If you’ve ever felt like you don’t have the power to change the world, I’m here to tell you, YOU DO! Changes can be made by growing your wealth and investing in the people and causes you believe in. You also affect change by not investing or pulling investments out of companies that aren’t serving or are doing harm to our communities. We discuss. What socially responsible investing is How to get started now Why this is so important Narrowing the wealth gap Liesa's Podcast episode ...

Jun 29, 202021 min

This Nurse is The 6 Figure Travel Nurse - Ep. 51

Send us a text Ever thought about taking a travel assignment? Want to make sure you’re getting the best travel assignments that serves you? Sarah shares her story and nuggets to optimize your next travel assignment. Sarah Gaines, MSN, RNC-OB (also known as the 6 Figure Travel Nurse) is a labor and delivery nurse, nurse mentor, educator, and entrepreneur. Passionate about travel nursing (20 contracts and counting!), she’s created the 6 Figure Travel Nurse Course to educate and empower nurses to m...

Jun 25, 202044 minSeason 1Ep. 51

Conversations with a CFP, Vol. 18- 3 Ways to Effect Change in Our Communities

Send us a text Happy Juneteenth! In this episode, we are joined by special guest Emlen Miles-Mattingly. During this time of civil unrest, we are sharing what things we can do to directly effect change. We cover: Buying Black Changing How Individuals Prosper (CHIP)- Directory of Black and Latinx Financial Professionals Investing in Socially Responsible Companies (ESG Investing) How Voting in local elections matter Minority Money Podcast- We Need to Talk Series Black men Black women We want to hea...

Jun 22, 202030 min

This Nurse Can Achieve Financial Freedom Through House Hacking - Ep. 50

Send us a text Zeona went From College Student to Financially Independent in 2 years with Airbnb! She has been an Airbnb host since 2012 and has grown her offerings to Consulting and Co-hosting homes from Seattle to Spain. At 33 years old, she is an avid Real Estate Investor owning 7 homes & managing 15 others, all rented short term. She teaches her clients to create automated hosting businesses through her website / blog: www.ZeonaMcIntyre.com. Zeona has been to 47 countries, spending half ...

Jun 18, 202034 minSeason 1Ep. 50

Conversations with a CFP, Vol. 17- Asking Financial Advisors Their Credit Score

Send us a text In this episode, we are discussing asking financial advisor sto share their credit score to determine working with them or not. We cover: Credit scores may tell a story What it means if they don't share What credit scores imply Socially responsible Investing Check out the past episode Tips for Choosing the Right Financial Advisor We want to hear from you! If you have money questions or if you want us to assess your finances, please complete this form . Stay connected: Join the NOF...

Jun 15, 202013 min

This Nurse Doesn’t Chase the Money - Ep. 49

Send us a text Many nurses are looking to pivot into their own business.] Catie Harris joining us to discuss entrepreneurship. Catie Harris, PhD, MBA, and Registered Nurse is the NursePreneur Mentor who has empowered thousands of nurses to monetize their knowledge and skills in business while inspiring them to change the way healthcare is perceived and delivered. She strives to undo the perception that nursing care is limited to the hospital setting. Through her intensive mentorship program, Cat...

Jun 11, 202029 minSeason 1Ep. 49

Conversations with a CFP, Vol. 16- Addressing Racial Inequities in Financial Planning

Send us a text In this episode, we are addressing what to do with pay increases due to overtime, raises, and bonuses. We cover: The hurt we are feeling personally and as a nation due to multiple senseless loss of black lives in the last few weeks The devastatingly low numbers of black and latinx certified financial planners Adjusting assumptions that address the unique risks of people of color Asking your non-POC advisor to look into resources to better serve you is not synonymous to calling the...

Jun 08, 202020 min

This Nurse is Staying Financially Fit While Caring For Others- Ep. 48

Send us a text We are in a state of panic across our healthcare and economic systems. Nurses are being overworked to care for the unimaginable number of people afflicted with Coronavirus and those who have other health ailments. It puts an enormous amount of stress on them. Sometimes nurses don't have healthy coping outlets and end up indulging in habits that can derail their goals. Overspending, excess shopping, are some of the habits encountered. Gaby Delismé is the Chief Executive Officer and...

Jun 04, 202048 minSeason 1Ep. 48

Conversations with a CFP, Vol. 15- What to do With Extra Income

Send us a text In this episode, we are addressing what to do with pay increases due to overtime, raises, and bonuses. We cover: Having a plan Investing in tax professionals Auditing past tax returns Saving for a goal We want to hear from you! If you have money questions or if you want us to assess your finances, please complete this form . Stay connected: Join the NOF Facebook group To read the full show notes, visit https://www.nursesonfirepodcast.com/cfp How to share a podcast How to subscribe...

Jun 01, 202012 min

This Future Nurse Traveled solo to 14 countries - Ep.47

Send us a text Ashleigh served as a surface warfare officer in the US Navy for 6 years. After separating in August 2019, her plans of attending Yale School of Nursing’s CNM program abruptly changed. Out of the Navy and out of a job, Ashleigh used the unexpected gap year to travel throughout Africa and Europe - all thanks to the FIRE movement. Ashleigh will start Yale’s Graduate Entry Pre-specialty in Nursing program in Fall 2020. Please join me here, and follow me on social media, Instagram and ...

May 28, 202054 minSeason 1Ep. 47

Conversations with a CFP, Vol. 14- Tips for Choosing the Right Financial Advisor

Send us a text In this episode, we are addressing what to look for and expect when deciding to work with a financial planner. We cover: Fiduciary and what that means. Delegating vs Abdigating money management responsibility Know about the company/firm they work for Getting to know the individual you will be working with by asking questions If your goal is to achieve FIRE, make sure they understand FIRE and know how to help you reach your goals Get the Mindful Millionaire Book Work with Leisa Pet...

May 25, 202018 min

This Nurse is Creating Generational Wealth Through Insurance - Ep. 46

Send us a text Nurses can use it to build generational wealth and leave their family money to survive after their gone. Acquania will explain who needs insurance, why and how much you need. Acquania is a US diplomat working for the US Department of state. Her passion for personal finance and investing began when she was in high school and her father gave her a copy of Rich Dad, Poor Dad by Robert T. Kiyosaki. At 16 years old, Acquania opened a Roth Individual Retirement Account and has been seek...

May 21, 202037 minSeason 1Ep. 46

Conversations with a CFP, Vol. 13- Navigating Difficult Times to Find Your Potential

Send us a text In this episode, we are addressing how to effectively manage emotions during challenging times and how this can lead you to being able to explore life-enhancing possibilities. We cover: The stages of grief Using fear, anger and sadness for self-mastery Overprotecting vs. Overreacting Progressing in life completing the cycle of healing Podcast Episode: Turning Crisis into Potentiality from Mindful Millionaire with Leisa Peterson We want to hear from you! If you have money questions...

May 18, 202015 min

This Nurse is Managing Student Loan Payments In Times Of Uncertainty - Ep. 45

Send us a text These are unprecedented times, especially for all of us that work in health care. There is so much that is out off our control. The one thing that we do have control over is how we manage our student loan debt. I’ve brought in a student loan expert with the tools to empower you to navigate the student loan system so that it is working for you and not holding you down. Brenton Harrison is a financial influencer and speaker who has spent over a decade teaching financial literacy and...

May 14, 202032 minSeason 1Ep. 45

Conversations with a CFP, Vol. 12 - Mortage Crisis on the Horizon

Send us a text In this episode, we are addressing the dismal reports that many people are expected to default on their mortgage in the next few months. We cover: What you can do if you can't pay your mortgage How mortgage companies are responding Possible balloon payment If property taxes and insurance payments included Will it be reported to your credit Request everything in writing Article referenced: Homeowners' Savings Crisis Will Trigger Mortgage Time Bomb Next Month We want to hear from yo...

May 11, 202011 min

This Nurse is Wishing You a Happy Nurses Week - Ep. 44

Send us a text Happy Nurses Week 2020, you amazing nurses! Thank you for all that you do and are doing even more so now as the landscape of our careers has totally changed. To celebrate nurses week, I wanted to highlight an amazing organization that started in Staten Island by an awesome couple who’s sister works on a COVID unit in a university hospital. Hearing the fear and exhaustion she faced they wanted to do something special for her and other nurses. Out of that Go In Your Purse for a Nurs...

May 07, 202018 minSeason 1Ep. 44

Conversations with a CFP, Vol 11. - The Paycheck Protection Program (PPP)

Send us a text In this episode, we are discussing The Paycheck Protection Program (PPP) which is part of the Coronavirus Aid, Relief, and Economic Security (CARES) Act. Since recording, the first wave of funds has run out but there has been $175 billion more designated for the second round of funding. We cover: Who has access to these funds Forgivability How to apply Limited amount of funds available We want to hear from you! If you have money questions or if you want us to assess your finances,...

May 04, 202015 min

This Nurse Helps Travel Nurses Leverage Their Income to Get Out of Debt- Ep. 43

Send us a text Mynoucka LaFalaise is the creator and founder of The Vintage Traveling Nurse, a space created with everyone in mind. Her content covers an array of topics that includes her nursing journey; how she uses her nursing income to work towards alleviating her debt; self-care as it relates specifically to the nurse/healthcare provider. 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 ...

Apr 30, 202034 minSeason 1Ep. 43

Conversations with a CFP, Vol 10. - Using Your Retirement Funds in a Crisis

Send us a text In this episode, we are addressing accessing funds in your retirement account to get through a crisis. We cover: The ability to withdraw up to $100k penalty-free How to use wisely Long-term consequences Alternatives before accessing We want to hear from you! If you have money questions or if you want us to assess your finances, please complete this form . Stay connected: Join the NOF Facebook group To read the full show notes, visit https://www.nursesonfirepodcast.com/cfp How to s...

Apr 27, 202015 min

This Nurse is Reporting From the Front Lines - Ep. 42

Send us a text 2020 has been a year we will never forget as all our lives have drastically changed in hopes to curb the spread of this highly infectious virus. Nurses have been exceptionally impacted. Some of us are working directly on the front lines working with those affected. Some of us have experienced job loss or furlough due to clinic closures, cancellation of elective procedures and decreased hospital admissions. None of us expected this and many of us have never experienced anything lik...

Apr 23, 202024 minSeason 1Ep. 42

Conversations with a CFP, Vol. 9 - Stimulus Checks, What To Expect

Send us a text In this episode, we are addressing the Economic Impact payments or stimulus checks being sent out by the IRS. We cover: Who qualifies How to how much you should expect to receive Avoiding Fraud Best uses for this money We want to hear from you! If you have money questions or if you want us to assess your finances, please complete this form . Stay connected: Join the NOF Facebook group To read the full show notes, visit https://www.nursesonfirepodcast.com/cfp How to share a podcast...

Apr 20, 202013 min

This Nurse Can Speak Your Language- Ep. 41

Send us a text LeShawnda Fitzgerald is the Creator and Founder of Fitzgerald media which houses her company Online Spanish Challenge an online learning program for busy adults. She has created online Spanish courses, books and workshops that help busy adults learn Spanish easier and faster than ever before. When she's not teaching Spanish, she is coaching passionate entrepreneurs on how to live their dream by monetizing their passions, skills, and expertise. She is a mom of 3, lover of travel, a...

Apr 16, 202030 minSeason 1Ep. 41
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