In honor of Women's History Month, I am joined by the amazing Carrie Schwab-Pomerantz! You may know her as the daughter of Charles Schwab, but Carrie is a very passionate and active leader in the financial literacy space herself. Carrie is a CFP and the current President & Board Chair at Charles Schwab Foundation. In this episode she dives into stories of her upbringing, lessons she wishes she had learned earlier about money, what advice she offers young people today and why she believes per...
Mar 21, 2022•59 min•Ep. 62
Teri Ijeoma is the creator of the Trade and Travel Course, which is the #1 selling course on Teachable and has made Teri a multi-millionaire. The course teaches people how to make $1,000 a day by trading in the stock market using a step-by-step framework. In this conversation Teri shares why she developed the course and how she makes financial decisions today as a successful entrepreneur. Follow her work and learn more about her program at: https://www.instagram.com/tradeandtravel ★ Support this...
Feb 07, 2022•48 min•Ep. 61
This week we hear from the awe-inspiring Poulomi Damany, who I first heard speak at a virtual event back in 2018 when she was the VP of Product Management at Credit Karma. Not only has she since moved to the role of General Manager of Assets and Tax at Credit Karma, (#levelup) but she has continued to be one of the leading women of color in tech that I admire! Prior to joining Credit Karma, Poulomi spent a year with the US Digital Service, the swat team that came in to rescue Healthcare.gov. She...
Nov 08, 2021•32 min•Ep. 60
Eryn Schultz became passionate about helping women with MBA's achieve their financial goals while completing her own MBA at Harvard Business School. She learned that women own only $0.32 for every $1.00 owned by men and in her own MBA program she realized that she learned to manage a corporation's finances but not her own. Eryn became motivated to get educated and to educate as many other women as she could! Now, as an entrepreneur, Eryn works with clients to narrow this gender wealth/investing ...
Nov 01, 2021•50 min•Ep. 59
Isabella is hands-down one of the coolest people I've ever met! A true independent thinker and free spirit who knew early on that urban living in NYC was not where she would thrive. Isabella moved to California and has been living in her van for years in order to make payments of $2,000 or more every month. She is officially debt-free as of October 2021 and now plans to travel and dive into crypto and defi. I was incredibly impressed with Izzi because of her maturity and wisdom, which are far be...
Oct 11, 2021•55 min•Ep. 58
This is the 4th episode that highlights a Latina in honor of Latinx Heritage Month and it was such a fun chat with Gina from @inanewyorkbudget. Gina is such a real one - she shares her reflections about growing up "spoiled" where her parents would get her the things she wanted and she never thought much about the money. Once she was old enough to begin helping out and earning money on her own, she tasted true independence and realized that it meant she would have to provide the money for the lif...
Oct 04, 2021•32 min•Ep. 57
Vanessa Salas Collins is a high school teacher in California who is also an advocate for a required financial literacy class in school. She breaks down what she teaches to her students in her financial education class and tells us why it's such a challenge to make personal finance required in school. She also dives into her personal story as a first-generation Latina growing up with a lot of shame about her culture and her financial situation. Here are the links we mentioned in the episode: Inst...
Sep 27, 2021•59 min•Ep. 56
Officially 1 week into Latinx Heritage Month and I am PUMPED to highlight the inspiring story of Delyanne Barros, a money coach who created a business and launched an online course (Slay the Stock Market) that have now generated over $1 million in revenue! Talk about inspiring us to get our money right! She's one of the MOST relatable content creators on instagram periodt. Her TikTok page has been featured in countless media sources and as a formerly undocumented immigrant turned lawyer turned e...
Sep 20, 2021•55 min•Ep. 55
Maribel is a recent college grad whose family is based in California and has Mexican roots. She is very proud of being Latina and wants everyone in the Latinx community, especially the Spanish speaking population to know that investing to build wealth is for them, too! She strives to make her content inclusive and accessible by posting everything in English and in Spanish. We talk about everything from Maribel's college days, traveling abroad, having her mom's support even when she earned minimu...
Sep 13, 2021•51 min•Ep. 54
Bernadette Joy is the CEO of Crush Your Money Goals. After meeting at FinCon a few years ago she and I finally had the time to sit and talk about her story, her business and future goals. Bernadette talks about her shopping philosophy and how to use her rule of thumb to make sure you shop reasonably! Follow Bernadette here: https://www.instagram.com/bernadebtjoy/?hl=en ★ Support this podcast on Patreon ★
Sep 06, 2021•36 min•Ep. 53
This week's episode is INCREDIBLE!!! Briana, aka Bri, is the co-founder of a nonprofit called The Prosp(a)rity Project (TPP). Just a few months into the pandemic, Bri hatched the idea for TPP and hired a team to launch this supportive community that helps college-educated Black women pay down student loan debt by granting them up to $40,000 in aid and offering them career coaching, financial literacy education and more! I'm pumped for you the hear this one!! TPP was created as a result of Bri he...
Aug 18, 2021•46 min•Ep. 52
After connecting with her in a slack group, I knew Sofie had a story that needed to be shared widely! A first-gen Latina, Sofia Bastida had very supportive parents who wanted to her to pursue what they had not - graduate college and get her degree. This was a dream they wanted her to fulfill at any cost and it put them over $100,000 in debt from student loans. Sofie talks about her upbringing in California and how moving to NYC changed her views about m money and gave her a sense of independence...
Aug 09, 2021•53 min•Ep. 51
She's BAAAAACK!!! What is up, #teambehelpful? I know you missed me in July while I took the month off to get things situated with my move from NYC/NJ to Miami, FL. This is a solo pod - an episode featuring me, myself and I talking all things Miami Money Moves!! It's officially been a full month that I've been a Florida resident and it's been a whirlwind! I'm loving it and can't wait for you to hear all the money things that came up as I reflected on this move. I'm hyped for August because it's m...
Aug 02, 2021•33 min•Ep. 50
Niqua is SO inspiring! Not only did she move to the U.S. on her own as a teen from the Virgin Islands, but she figured out her finances on her own and made her way to debt freedom in May of 2021 after pursing - not one - but SEVERAL of her passion projects! She has her MBA, she's an accountant, a travel vlogger and a financial content creator on YouTube, Instagram, Facebook and Etsy. Basically, she's killin' the game. You'll love hearing how Niqua stuck to her debt repayment plan while also maki...
Jun 28, 2021•49 min•Ep. 49
I'm taking it WAY BACK to my high school days with this week's guest, Tiffany Mellard! Tiff and I graduated from the same class at LaGuardia HS in NYC back in 2007! She is an incredibly talented and passionate dancer who turned her passion into her profession. She tells us ALL about the importance of your money mindset when you work in creative arts for a living and she dished the tea about her role in Hamilton as "the Bay bullet" that ended the life of Alexander Hamilton on the Broadway hit, Ha...
Jun 14, 2021•51 min•Ep. 48
Wow! I could not be more excited to share this episode with you all. My big sister's baby girl (aka my niece) is graduating from high school in June 2021 and before going off to college she saved up $10,000 on her own and opened a custodial Roth IRA with me as her custodian! I know that's right! Daniela is a vocal major at the most prominent performing arts high school in NYC and she's using her skills now to build her network, start earning income and prepare for the balancing act that is comin...
Jun 07, 2021•47 min•Ep. 47
This week on the show, I chat with Dyana King of @MoneyBossMama on instagram. Dyana is a money mindset and budgeting coach who made her way into her own financial journey after taking out a car loan that took half of her income. Dyana is now debt-free and on a mission to help other women, especially single moms, to maximize their income and get out of debt the same way she did! Dyana's original vision was to showcase three different aspects of her life: her journey with Money, being the Boss of ...
May 10, 2021•41 min•Ep. 46
This week I'm sharing a conversation that I had with Danielle Romoleroux, creator of @FirstGenMoney, which is a personal finance platform online and on social media specially designed by and for first-generation American & first-gen college grads who are building generational wealth for the first time in their familiies! Hello, that's me! This conversation is SO great because it took me back to when I was in my mid-twenties and starting out on my personal finance journey. Danielle talks abou...
Apr 27, 2021•25 min•Ep. 45
If you've been following Cinneah on instagram @fly.nanced then you know that she relocated to Mexico in early 2021 and this was one of the LAST conversations she had before her big move! I've been loving her feed with updates about her life and finances in Tulum, but I loved chatting with her even more! We dive into her life as a kid growing up in Baltimore, MD and her big accomplishment of paying off all her student loan debt. You'll love hearing that her biggest fear was creating Flynanced and...
Apr 19, 2021•1 hr•Ep. 44
This week's conversation GAVE ME LIFE!!! So many amazing points made by Julia Menez of @GeoBreezeTravel as she dove right into the ins and outs of the marketing behind major travel hacking blogs! They love to play up the luxury of traveling to many of the countries that immigrant communities call home without inviting immigrant communities to participate in travel hacking - but don't worry Julia's got our backs! Follow Julia on instagram at https://www.instagram.com/geobreezetravel/ ★ Support th...
Apr 12, 2021•48 min•Ep. 43
Cassandra Bustamante is the creator of the blog and instagram brand called "Brie on a Budget." Her realness is SO refreshing! After weeks and weeks of stalking her on social media, I finally invited her on the show to share more about her brand and her personal story, not to mention her wisdom about money! You'll LOVE this episode! Follow Cassandra on instagram @brieonabudget ★ Support this podcast on Patreon ★
Apr 08, 2021•45 min•Ep. 42
This week on the show my lovely guest, Dannie Vann, opens up about the difficulties she faced when transitioning out of a 7-year marriage during which she created a platform called "Pennies to Wealth" with her ex-husband. As if all the complications that come with separation weren't enough, Dannie also had to update her followers about her major life change and she also had to relocate and rebuild her financial safety net from scratch - oh and this was all at the very beginning of the pandemic. ...
Mar 29, 2021•47 min•Ep. 41
This week you get to meet my homegirl, Jannese who is the host of the Yo Quiero Dinero Podcast among many, many other things! Jannese has had a lot of success with her food blog, Delish D’Lites and she has such a passion for talking about money in a real and raw way - no beating around the bush, just like ME! We talk about her platform, her upbringing and how she and I both challenge the pre-conceived notions that society and our families have about us and about how Latinas, in general, are "sup...
Mar 22, 2021•41 min•Ep. 40
Gianni goes by "Gigi" for short and is one of the most down-to-earth guests I've had on the show! Talk about keeping it real - Gigi tell it like it is!!! She's a 90’s baby who is already a homeowner and has had experiences in Finance, Corporate Law, Teaching and is now transitioning into the Tech world!!! She drops gems about all of the lessons she's learned in each of these spaces but also about her most recent and most worthwhile big purchase... a real estate property in Philly. Homegirl has g...
Feb 08, 2021•44 min•Ep. 39
In honor of Black History Month 2021, I'm taking it back to an episode that originally aired on June 1, 2020 in order to highlight events that most people do not know about because just like financial literacy it is rarely taught in schools - Black history. This episode is a solo one, where I retell the story of Freedman's Savings Bank as I learned it myself after researching and digging through online articles and journals for hours. Whether you know the story already or not, tune in to hear me...
Feb 01, 2021•30 min•Ep. 38
Tancy is a self-proclaimed penny pincher and travel lover! She and her husband are a military couple with 2 children ages 10 and 5 - covid changed life for them like it did for all of us and in this convo, we get to dive into Tancy's life pre and post-covid, chat about her side hustle which you will LOVE if you're an avid reader like she and I both are - PLUS... we give you throwback references to getting clothes on layaway back in the days. There's NOTHING not to love about this episode! Follow...
Jan 25, 2021•38 min•Ep. 37
Tiffany Thomas calls herself a "wealth mentor" for a reason! She focused her late 20's and 30's to building up her wealth through real estate and the stock market, and later opened her own business! While she has reached financial freedom early in her life, she says that it isn't just about the money, it's about having options... I couldn't agree more! Being financially free definitely gives you more choices. You get to choose how you want to spend your time and who you get to spend it with. Aft...
Jan 18, 2021•30 min•Ep. 36
Soledad (Rita Soledad) is known for her instagram account and larger platform where she is hosting monthly workshops, called Wealth Para Todos. She's a former classroom teacher, just like me and is a certified party animal, too! She tells us who the first person to ever teach her about how stock market investing works - and I promise you will want to hear who it is!!! After being sick and on bedrest she had to stop teaching and is now on a mission to retire by age 47 with her husband by investin...
Jan 11, 2021•45 min•Ep. 35
Ashley is a first-generation college graduate just like me. We also both grew up in low-income families and now have personal finance podcasts! As a young Black woman, Ashley was taught to save money and fear investing. After learning about money she did something wild - and it completely changed her life! Follow Ashley on instagram at @stacksnthecity ★ Support this podcast on Patreon ★
Jan 04, 2021•44 min•Ep. 34
Alexis Howard is a personal finance educator who teaches people how to achieve financial freedom through education and successful self-discipline. She founded her company, Financially Brave LLC so that she could help empower ordinary people all around the world to build wealth through simple mindset, budgeting and investment principles. But all of this was AFTER she had a crisis situation that she needed to escape... her TOXIC job! Listen as Alexis tells us what made that job so terrible and wha...
Dec 21, 2020•39 min•Ep. 33
