Road To Wealth

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Everyone has a story to tell around money. This podcast highlights my journey and talks about different elements of personal finance on the road to a better life. Feel free to to listen, subscribe, and leave a review! Road to Wealth Social Twitter: @r

Justin Nacpil


    • Mar 19, 2023 LATEST EPISODE
    • monthly NEW EPISODES
    • 36m AVG DURATION
    • 66 EPISODES


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    Latest episodes from Road To Wealth

    S4E08 - Tipped Finance w/ Barbara Sloan

    Play Episode Listen Later Mar 19, 2023 41:30


    On today's episode, I connect with Barbara Sloan, the owner of Tipped Finance and author of the book TIPPED, The life changing guide to financial freedom for Waitresses, Bartenders, Strippers,and all other Service Industry Professionals. We talk through: Barbara's early days with money and her experience Advocating for SIP (Service Industry Professionals) and their demographics Different TIPS on creating financial freedom for those in the service industry Go pick up her book and follow her on social: https://www.tippedfinance.com/ Instagram: @tippedfinance Facebook: https://www.facebook.com/tippedfinance -- Road to Wealth Season 4 Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast Feel free to leave a rating and review on your podcast player. MUSIC  VISIONS Music by Lakey Inspired (Soundcloud Link: https://soundcloud.com/lakeyinspired/visions) Promoted by BGMD No Copyright Music http://tiny.cc/yf4qpz License: Creative Commons

    S4E07 - Finances with Sam

    Play Episode Listen Later Jan 4, 2023 32:07


    Happy 2023! On today's episode, I connect with Sam aka Finances with Sam on all social platforms. He's a newly minted graduate at 23 years young with a passion of personal finance. We talk through: Sam's upbringing around money Why he started his social media about Personal Finance New life changes Go give him a follow on social and feel free to leave a rating and review on this episode. Finances With Sam - YouTube Finances With Sam - Instagram Finances With Sam - TikTok -- Road to Wealth Season 4 Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast Feel free to leave a rating and review on your podcast player. MUSIC VISIONS Music by Lakey Inspired (Soundcloud Link: https://soundcloud.com/lakeyinspired/visions) Promoted by BGMD No Copyright Music http://tiny.cc/yf4qpz License: Creative Commons

    S4E06 - Workplace Financial Wellness w/ Ericka Young

    Play Episode Listen Later Dec 18, 2022 37:36


    I talk with Ericka Young (formally of Tailor Made Budgets) on Financial Wellness in the workplace. Ericka is a wife, mother, money coach, author, and overall amazing human being. We talk through: Her debt payoff journey Creating content for credit unions/organizations to create financial wellness Our ability to dream bigger! I want to thank her for coming on. Go give her a follow on social and purchase her book! https://www.erickayoung.com https://www.nakedandunashamedbook.com Instagram: @erickayoungofficial -- Road to Wealth Season 4 Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast Feel free to leave a rating and review on your podcast player. MUSIC VISIONS Music by Lakey Inspired (Soundcloud Link: https://soundcloud.com/lakeyinspired/visions) Promoted by BGMD No Copyright Music http://tiny.cc/yf4qpz License: Creative Commons

    workplace promoted financial wellness ericka young tailor made budgets
    S4E05 - Educating to FIRE w/ Anita aka The Retired Millennial

    Play Episode Listen Later Dec 4, 2022 34:11


    On today's episode, I connect with Anita aka @the.retired.millennial. You can find her educating on many different topics on YouTube, Twitter, and Instagram where she is impacting over 200K people every day. We talk through: Anita's early relationship with money Saving and investing at an aggressive clip to achieve Coast FI Purpose of educating on technology and money for the next generation Go give her a follow on her social. https://linktr.ee/theretiredmillennial Instagram: @the.retired.millennial -- Road to Wealth Season 4 Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast Feel free to leave a rating and review on your podcast player. MUSIC VISIONS Music by Lakey Inspired (Soundcloud Link: https://soundcloud.com/lakeyinspired/visions) Promoted by BGMD No Copyright Music http://tiny.cc/yf4qpz License: Creative Commons

    S4E04 - Our CFP FIREd Us! w/ Ben Hockema

    Play Episode Listen Later Nov 13, 2022 54:50


    On today's episode, I connect with Ben Hockema CFP, Founder of Illuminate Wealth Management. Ben is a personal friend as he was our previous financial planner. We talk through: Ben's early relationship with money Entering the financial planning industry The importance of a financial plan and being a fiduciary Why Ben and his team fired me and my wife (jokingly!) If you are in need of a financial planner, feel free to reach out to Ben or find one on NAPFA (https://www.napfa.org) Ben Hockema, CFP. Owner of Illuminate Wealth Management https://www.illuminatewm.com/ This is the Story of Podcast -- Road to Wealth Season 4 Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast Feel free to leave a rating and review on your podcast player. MUSIC VISIONS Music by Lakey Inspired (Soundcloud Link: https://soundcloud.com/lakeyinspired/visions) Promoted by BGMD No Copyright Music http://tiny.cc/yf4qpz License: Creative Commons

    S4E03 - Quitting Executive Job for Financial Wellness w/ Jason Vitug

    Play Episode Listen Later Oct 23, 2022 67:18


    On today's episode, I connect with CEO of Phroogal and NY Times reviewed author, Jason Vitug. Previously, Jason was a West Coast Executive in the banking industry and is now an advocate in the financial wellness space. On today's episode we talk through: Jason's early memories of money Elements of financial wellness How we use money as a tool to build a more purposeful life Many thanks to my friend Jason for coming on the Road to Wealth podcast. Go check out his materials and go buy his books. https://www.phroogal.com Jason Vitug x TEDx Talk Book: You Only Live Once, The Roadmap to Financial Wellness and a Purposeful Life Pre-Order New Book: Happy Money Happy Life, A Multidimensional Approach to Health, Wealth, and Financial Freedom -- Road to Wealth Season 4 Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast Feel free to leave a rating and review on your podcast player. MUSIC VISIONS Music by Lakey Inspired (Soundcloud Link: https://soundcloud.com/lakeyinspired/visions) Promoted by BGMD No Copyright Music http://tiny.cc/yf4qpz License: Creative Commons

    S4E02 - Paying Off $46K of Debt w/ Kelly Sjostrom

    Play Episode Listen Later Oct 10, 2022 40:44


    On today's episode, I connect with Kelly Sjostrom (formally of Money Gal Coaching) on her debt payoff journey. We dive into: Her early days with money Paying off over $46K of debt in 20 months Getting into money coaching and what drives her with her clients Please give her a follow and reach out. https://www.kellysjostrom.com Instagram: @kellysjostrom YouTube Channel Podcast: Budgeting -- Road to Wealth Season 4 Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast Feel free to leave a rating and review on your podcast player. MUSIC VISIONS Music by Lakey Inspired (Soundcloud Link: https://soundcloud.com/lakeyinspired/visions) Promoted by BGMD No Copyright Music http://tiny.cc/yf4qpz License: Creative Commons

    S4E01 - FinCon 2022 Recap

    Play Episode Listen Later Sep 25, 2022 10:32


    We kick off Season 4 of the Road to Wealth Podcast with my recap at FinCon 2022. It was a great conference needed after hitting a creative wall. It is what I needed to energize me and brought me back to why I started this podcast in the first place. I want to thank all my past guests that I met for the first time in person in Florida. Can't wait for Season 4! -- Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast Feel free to leave a rating and review on your podcast player. MUSIC VISIONS Music by Lakey Inspired (Soundcloud Link: https://soundcloud.com/lakeyinspired/visions) Promoted by BGMD No Copyright Music http://tiny.cc/yf4qpz License: Creative Commons

    S3E16 - 1st Generational Wealth w/ Valerie Rivera CFP

    Play Episode Listen Later Sep 11, 2022 32:15


    On today's episode, I connect with owner and founder of 1st Gen Wealth, Valerie Rivera CFP. As a native Chicago-an, she has been in the wealth management industry for over ten years and was the first of many in her family. She is using her many years to help her clients be generational stewards. We talk through: Her early memories of money Background in wealth management Taking the risk and betting on herself starting her own practice, 1st Gen Wealth I want to thank Valerie for coming on the show and sharing her story. Go give her a follow! https://1genwealth.com/ Twitter: @1genwealth

    S3E15 - Taking Stock w/ Jordan Grumet

    Play Episode Listen Later Aug 21, 2022 46:17


    On today's episode, I talk with Jordan Grumet. He is a podcaster and recently minted author of the book Taking Stock. We talk through a variety of items: Jordan's dad and his impact on him pursuing medicine Becoming a hospice doctor How working with the dying help share his perspective on FI/RE Go buy the book and check out Jordan's content -- https://jordangrumet.com Earn & Invest Podcast Iranian Artist: Hessam Abrishami

    S3E14 - Failing Better w/ Heavy Metal Money

    Play Episode Listen Later Jul 21, 2022 44:02


    We begin a series with Chris of Heavy Metal Money around mindset and being able to "fail better". Chris and I go through one another's past and present endeavors around how we view failure and our methods of overcoming. We touch on a number of topics, and can't wait for more collaborations with Chris. Go check out his blog, follow him on social, and subscribe to his YouTube channel http://heavymetal.money Twitter: @moneyheavymetal YouTube - Heavy Metal Money

    S3E13 - From Musician to CFP w/ Cody Garrett of Measure Twice

    Play Episode Listen Later Jul 6, 2022 55:08


    On today's episode, I talk with Cody Garrett, CFP and owner of Measure Twice Money. We talk through his: Early relationship w/ money Pivoting being a full-time musician to studying and opening his own Financial Planning Business His vision with Measure Twice I really appreciate him coming on here to share his story. Feel free to give him a follow! -- Measure Twice Money https://measuretwicemoney.com/ https://measuretwiceplanners.com Twitter: @MeasureTwiceMNY -- Road to Wealth Social Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast Feel free to leave a rating and review on your podcast player. MUSIC -- WARM NIGHTS Music by Lakey Inspired (Soundcloud Link) Promoted by BGMD No Copyright Music http://tiny.cc/yf4qpz License: Creative Commons

    S3E12 - Creating and Preserving Wealth w/ Denise Duffield Thomas

    Play Episode Listen Later Jun 13, 2022 51:58


    On today's episode, I connect with Denise Duffield Thomas. She is a wife, mother, money coach, Author, and entrepreneur in Australia. We had a great discussion on: Denise's history with money / for herself and with her family Money mindset topics and her path to entrepreneurship The image of "wealthy" and perfectionism How we preserve our own space I loved our conversation and encourage all of you to listen to her content and check out her books. Denise Duffield Thomas http://denisedt.com Instagram: @denisedt Twitter: @denisedt Books: Chill and Prosper, Get Rich, Lucky Bitch, Chillpreneur -- Road to Wealth Social Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast Feel free to leave a rating and review on your podcast player. MUSIC WARM NIGHTS Music by Lakey Inspired (Soundcloud Link) Promoted by BGMD No Copyright Music http://tiny.cc/yf4qpz License: Creative Commons

    S3E11 - Money Fitness w/ Jeremy Scott

    Play Episode Listen Later Jun 5, 2022 49:18


    On today's episode, I connect with Jeremy Scott from Jeremy Scott Fitness. He is a fellow husband, entrepreneur, coach, and podcaster in Arizona helping people with their health and wellness journey We talk through his humble beginnings around money and the habits he took and is now sharing with his clients. We discuss: Discusses his early relationship with money Moving from Minnesota to Arizona to start his fitness company Him and his wife's mortgage debt payoff of paying over $180K+ in 14 months How health and fitness habits are similar the money habits we have to implement What's next in his money journey I want to thank Jeremy for coming on the podcast. Go give him a follow and check out his content as well https://www.jeremyscottfitness.com Instagram: @jeremyscottfitness Twitter: @jscottfit YouTube: https://www.youtube.com/user/JeremyScottFitness/ -- Road to Wealth Social Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast Feel free to leave a rating and review on your podcast player. MUSIC WARM NIGHTS Music by Lakey Inspired (Soundcloud Link) Promoted by BGMD No Copyright Music http://tiny.cc/yf4qpz License: Creative Commons

    S3E10 - Money Talk w/ Tiffany Grant

    Play Episode Listen Later May 9, 2022 34:36


    On today's episode, I talk with Tiffany Grant from Money Talk w/ Tiff She is an entrepreneur and money coach helping her clients navigate their finances. She talks through: Early relationship with money What motivated her to step into creating her own business Personal stories of her family and her past that elevated her money game Go give her a follow and reach out to her: http://moneytalkwitht.com Twitter: @MoneyTalkWithT Instagram: @MoneyTalkWithT -- Road to Wealth Social Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast Feel free to leave a rating and review on your podcast player. MUSIC WARM NIGHTS Music by Lakey Inspired (Soundcloud Link) Promoted by BGMD No Copyright Music http://tiny.cc/yf4qpz License: Creative Commons

    personal money talk tiffany grant
    S3E09 - Financial Independence and Imposter Syndrome w/ Samantha Demers

    Play Episode Listen Later Apr 30, 2022 54:13


    I connect with fellow Twitter friend Samantha Demers on Financial Independence and her expertise, Imposter Syndrome. In some shape or form, we all have experienced self doubt or uncertainty. This concept goes further as to who we end up becoming professionally and potentially delaying our own financial independence due to our self identity to our work. Samantha shares her story and frames how we all can overcome our own limiting beliefs. Thanks to Samantha for coming on. Go give her a follow and subscribe to her newsletter. Twitter: @samantademers https://lu.ma/samanthademers

    S3E08 - Crushing $83K of Student Loans w/ Jamila White

    Play Episode Listen Later Apr 11, 2022 32:25


    On today's episode, I talk w/ Jamila White from jamilastwocents.com. We talk through her plan and strategy eliminating over $83,000 of student loans in 3 years and 9 months. We talk: Her early relationship with money growing up Going to college and post paying off her student loans Future goals including being a millionaire in 13 years I want to thank Jamila for coming on. Please go give her a follow on her social and check out her blog www.jamilastwocents.com Twitter: @jamilastwocents Instagram: @jamilastwocents -- Road to Wealth Social Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast Feel free to leave a rating and review on your podcast player. /MUSIC WARM NIGHTS Music by Lakey Inspired (Soundcloud Link) Promoted by BGMD No Copyright Music http://tiny.cc/yf4qpz License: Creative Commons

    S3E07 - The Evolution of the Financial Advisor w/ Doug Boneparth

    Play Episode Listen Later Apr 3, 2022 49:19


    On today's episode, I connect with CEO of Bonefide Wealth, Doug Boneparth CFP. We discuss the ever changing role of the financial advisor. Doug intently targeted the millennial demographic years ago and is now paying off as our generation is mid-career and navigating our financial future. Doug shares: Early days building his Wealth Management practice Goals of previous generations vs Millennials/GenZ Alternative investments (Bitcoin, Crypto, DeFI) I want to thank Doug for his time and coming on today's podcast. Feel free to purchase his book "The Millennial Money Fix" co-written with his wife Heather Boneparth, check out his NFT Project (Cryptodrip), and give him a follow on his social. Twitter: @dougboneparth Instagram: @dougboneparth www.bonefidewealth.com Cryptodrip NFT Collection / Twitter: @cryptodripxyz -- Road to Wealth Social Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast Feel free to leave a rating and review on your podcast player. MUSIC WARM NIGHTS Music by Lakey Inspired (Soundcloud Link) Promoted by BGMD No Copyright Music http://tiny.cc/yf4qpz License: Creative Commons

    S3E06 - Recovering from Money Anxiety w/ Jay Skinner

    Play Episode Listen Later Mar 20, 2022 45:43


    On today's episode, I connect with Jay, author of the blog, slowlysippingcoffee.com. I met him after posting to Twitter looking for people who crossed the millionaire status mark and if it made them feel validated. Jay shares his past experience: Living paycheck to paycheck, Eliminating debt with his past partner, and The steps he took to overcome his money anxiety Feel free to follow Jay on Twitter and visit his blog. @coffeesippers www.slowlysippingcoffee.com Feel free to leave a rating and review on your podcast player -- Road to Wealth Podcast Social Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast

    S3E05 - 75% Savings Rate as a Restaurant Manager w/ @chadmoneymatter

    Play Episode Listen Later Mar 13, 2022 50:20


    On today's episode, I get to talk to Chad aka @chadmoneymatter. He is a husband, father, and works in the restaurant industry. He doubled his net worth to $110K on a $50K salary. We discuss: His early work and money lessons from his mom Chad's "a-ha" money moment Saving $39K on a $50K salary Investment philosphy What I loved him sharing his story is the ability for anyone to grow their net worth. I want to thank him for his time and wish him continued success and growth. Give him a follow on Twitter @chadmoneymatter Please rate and review this episode on your podcast player! Road to Wealth Podcast Social Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast

    S3E04 - March Life Update

    Play Episode Listen Later Mar 6, 2022 6:24


    On today's episode, I give a brief update on things. From world markets to me taking a Crypto course. Enjoy! Road to Wealth Podcast Social Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast

    S3E03 - Side Hustling to Financial Independence w/ TheFrugalGay

    Play Episode Listen Later Feb 18, 2022 34:52


    On today's episode, I share my conversation with Tom aka @TheFrugalGay11. His money journey was rooted in a retail setting and he sold his first company's stock for an investment property at the age of 21. Over 18 years of side hustling and buying additional real estate assets, Tom recently left his 9-5 to pursue real estate full time. Tom shares: Early investment decisions Housing rehabs and reselling on eBay A future purpose of creating retirement living for the LGBTQ community I loved our conversation and hope you find value in his story. Feel free to reach out to him on social. Twitter: @Thefrugalgay11 Instagram: @thefrugalgay11 -- Road to Wealth Podcast Social Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast If you can, please leave a rating and review on your podcast player.

    S3E02 - Money Lessons w/ @FI_Squirrel

    Play Episode Listen Later Feb 9, 2022 36:36


    On today's episode, I connect with Sean aka, @FI_Squirrel on Twitter. We've become friends over the past couple of months and we get to share his story and some of the early money lessons when he was building up his wealth. He is a fellow husband and father of two. We talk through: Early money lessons "Market Tuition" Money advice he gives now S/O to Sean for coming on the podcast and sharing his wisdom. Feel free to reach out to him on Twitter and download his Money Marathon Spreadsheet: Twitter: @FI_Squirrel Monthly Cashflow and Net Worth Tracker: https://fisquirrel.gumroad.com/l/MMsheet -- Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast

    S3E01 - Stay the Course

    Play Episode Listen Later Jan 23, 2022 7:24


    Welcome to Season 3 of the Road to Wealth Podcast. On today's episode, I go into a monologue on how we stay the course. It's end of January, and for those that set goals this year, don't give up! I give my three tips on how we stay motivated this year to achieve our goals and what you can do to lean in to what you set out for yourself. I changed the intro and the vibe for this season because...it is needed. Would love to hear from you all. Feel free to reach out to me on Twitter and looking forward to a great new season! -- Road to Wealth Social Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast -- MUSIC WARM NIGHTS Music by Lakey Inspired (Soundcloud Link) Promoted by BGMD No Copyright Music http://tiny.cc/yf4qpz License: Creative Commons

    S2E18 - End of Season 2 and Recap

    Play Episode Listen Later Dec 21, 2021 4:02


    Season 2 is a wrap and I use this episode to tee up what's in store for 2022. Thanks for tuning in and feel free to listen to any past episodes. -- Road to Wealth Social Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast

    S2E17 - Betting On Yourself at 24 yrs Old w/ Nathan Kennedy

    Play Episode Listen Later Dec 13, 2021 45:22


    On today's episode, I link up with Nathan Kennedy from Toronto Canada. At the young age of 24 years old, he decided to pivot out of a sales management track to become a money coach. With hundreds of thousands of followers on TikTok and Instagram, Nathan has decided to bet on himself and brings valuable financial education to a larger audience. We talk through: Early money memories and his overspending in college Marketing himself online Quitting traditional work to become a financial coach I want to thank Nate for coming on and helping motivate all of us on our journey. Feel free to give him a follow and listen to his podcast as well. Nathan Kennedy Social https://link.snipfeed.co/thenewmoneypod Instagram: @newmoneynate_ TikTok: @newmoneynate The New Money Podcast: Apple Podcast Link -- Road to Wealth Social Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast

    S2E16 - Quit being a Doctor w/ Dr. Chris H Loo MD-PHD

    Play Episode Listen Later Dec 6, 2021 36:31


    On today's episode, I speak with Dr. Chris H Loo MD-PHD. He quit his lucrative medical career at an earlier age because he reached Financial Independence at the young age of 29. He started his consulting company in 2017 in the effort to help other medical professionals achieve Financial Independence. We talk: His early days becoming a Doctor Why he choose to leave the medical field Financial Independence through Real Estate His new calling helping other medical professionals Go give Dr. Christopher a follow and check out his books and podcast https://www.drchrisloomdphd.com/ Dr. Christopher H. Loo MD-PHD - Books on Amazon -- Road to Wealth Podcast Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast

    S2E15 - Gratitude and Education w/ Miss Financial Fitness

    Play Episode Listen Later Nov 28, 2021 49:06


    On today's episode, I connect with Justine aka Miss Financial Fitness. She is a fellow FilipinX American that is spreading her positive message in education around the world. We talk through: Her early money lessons Traveling abroad Mission of creating a school in the Philippines I want to thank her for her time and sharing her message with the world. Feel free to follow her and book some time via her Calendly, below. -- Justine Social Twitter: @msfinancialfit Instagram: @missfinancialfitness Book time with her: https://calendly.com/missfinancialfitness/ -- Road to Wealth Social Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast

    S2E14 - Mind Money Balance w/ Lindsay Bryan-Podvin LMSW

    Play Episode Listen Later Nov 16, 2021 36:40


    Hi Everyone! On today's episode, I have the honor of talking to Lindsay Bryan-Podvin of Mind Money Balance. She is a licensed financial therapist, fellow podcaster, speaker, and author. Her mission is to help people get their minds and money in balance. I loved our conversation as we discuss: Her early money memories Move from social work to financial therapy/literacy Finding a healthy relationship with money How to seek a financial therapist I thank Lindsay for coming on and appreciate her sharing some gems on the pod! Go follow follow her and subscribe to all her content. Mind Money Balance - Lindsay Bryan-Podvin www.mindmoneybalance.com Mind, Money, Balance Podcast The Financial Anxiety Solution: : A Step-by-Step Workbook to Stop Worrying about Money, Take Control of Your Finances, and Live a Happier Amazon Link -- Road to Wealth Podcast Social Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast Please leave a rating and review on your podcast platform!

    S2E13 - Maximizing Mid Life w/ Greg Scheinman of MidLifeMale

    Play Episode Listen Later Nov 9, 2021 53:43


    On today's episode, I have the privilege to talk to Greg Scheinman of MildLife Male. I've been a fan of Greg for so long as he has pivoted from traditional work in commercial risk management to becoming an entrepreneur. His mission for MidLife Male is to help male clients navigate mid-life and help them seek answers. We discuss: Early money lessons Changing careers to entrepreneurship What really matters Navigating our mid life to make them the best years of our lives I'm honored to have him on and inspired by what he does to demonstrate strength, vulnerability, and change. Go follow him on his social/website. Greg Scheinman www.midlifemale.com Instagram: @gregscheinman -- Road to Wealth Podcast Social Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast

    S2E12 - What Kind of FI/RE are YOU?

    Play Episode Listen Later Oct 31, 2021 9:42


    On today's episode, I provide my take on a topic from a listener. S/O to Jose on Instagram. He asked me to talk about if one take on FI/RE is the ONLY way to achieve Financial Independence/Retire Early. I'm here to tell you that I don't subscribe to a "One Size Fits All" mentality. Everyone has a take on what is "definition of the FI/RE" movement; yet we are all on different versions. I share our four lessons as we are on this journey: Run your own lane Comparison is the Thief of Joy It's not "One Size Fits All" Life progresses on Don't allow others methods and philosophies discourage you as you create your own. Stick with your plan and adjust along the way. I would love to hear how you are approaching FI/RE. Feel free to find me on social and let me know. Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast If you found value in this episode, feel free to share it with a friend. It would mean a lot if you rate and wrote a review on your podcast platform. Thanks!

    S2E11 - Dancing Into Financial Independence w/ Chloe Daniels @clobaremoneycoach

    Play Episode Listen Later Oct 24, 2021 30:13


    On today's episode, I talk with Chloe Daniels about her financial journey. As the oldest of five kids, she shares her process and the different job experiences that led her to quitting her career to pursue financial coaching full time. We talk through: Early years and her relationship with money "Bare"ing herself on her blog and social media Quitting her 9-5 to become a full time entrepreneur and money coach She brings a lot of joy and education to those that don't know where to begin with money. I want to thank Chloe for her time and please give her a follow and be on the lookout for her financial course coming out soon. P.S. We had some "toddler interruptions" from my child. Be on the lookout for the bloopers on Instagram in the future! Thanks for understanding Chloe! Chloe Daniels Social Instagram: @clobaremoneycoach Twitter: @clobaremoney YouTube Channel: LINK Blog: https://clobare.com/ -- Road to Wealth Social Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast Feel free to rate and subscribe to the podcast. If you can, feel free to leave a review as well.

    S2E10 - When "Saving" Isn't Saving w/ Jesse @AlmostVested

    Play Episode Listen Later Oct 17, 2021 43:17


    On today's episode, I connect with Jesse on his financial journey. He is first a father and husband and at 35 years young, he has amassed a seven figure net worth (currently at $1.6M / October 2022) through a number of early disciplines and habits. We talk through: His early years savings Strategy with Index Funds Lifestyle and how his career has projected him I love Jesse's easy approach to life and financial strategy. It's a real honor to know him and connect on life and finances. Feel free to follow him on his social and visit his website. https://almostvested.com Twitter: @AlmostVested Instagram: @AlmostVested -- Road to Wealth Social Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast

    S2E9 - Saving for Kids w/ @UncommonYield

    Play Episode Listen Later Oct 10, 2021 36:17


    Hello! On today's episode, I connect with David aka @UncommonYield on saving for kids. We talk through his strategy with his four young ones and the different vehicles he's leveraging. We talk through: 529s ESA The "Daddy Interest Rate" Whole Life Insurance I want to thank David for coming on the podcast and sharing. Please give him a follow Twitter: @UncommonYield Instagram: @uncommonyield Note: We experienced some Zoom/WiFi issues on this episode of the podcast so there are moments of distortion. Appreciate you listening through it! -- Road to Wealth Social Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast Feel free to leave a rating and review on your Podcast platform.

    S2E8 - Finding Equity and Purpose w/ @growthwithclint

    Play Episode Listen Later Oct 3, 2021 39:54


    On today's episode, I have my friend and neighbor from the North, Clint Murphy / @growthwithclint on the podcast. We talk through his financial journey in real estate, connecting with his family, and his definition of financial independence. Clint opens up around what triggered his balance and finding his purpose with his family first while creating a multi-million dollar portfolio in real estate in Canada. I want to thank him for coming on the podcast and sharing his journey. Clint Murphy Social http://thepursuitoflearning.com Twitter: @growwithclint Road to Wealth Contact Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast Linktree: https://linktr.ee/roadtowealthpodcast

    S2E7 - Real Estate Millionaire w/ Lauren from Adulting Is Easy

    Play Episode Listen Later Sep 26, 2021 45:53


    On today's episode, I connect with Lauren from Adulting Is Easy. She is a real estate investor, blogger, fellow podcaster, and overall bad ass. Her mission is to show people that adulting IS easy with the right mindset and plan. I love her drive from her family to continue to grow and help others in the process. Lauren and I discuss: Early investing days from her first job Why Real Estate Financial Independence Crossing the $1M net worth milestone I want to thank Lauren so much on coming on the show and sharing her story. Feel free to give her a follow and tune in to her podcast. Links below www.realadultingiseasy.com Twitter: @adultingiseasy -- Road To Wealth Social Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast Feel free to leave a rating and review on your podcast platform.

    S2E6 - Loving Your 9-5 w/ @upshotwealth

    Play Episode Listen Later Sep 19, 2021 46:36


    On today's episode, I connect with Roger @upshotwealth to talk about how 9-5s and our careers launch us into Financial Independence. Roger and I have been friends online and appreciate him sharing his experience and story. We cover: Roger's early career and mentors How he prioritized different benefits and financial vehicles his job gave His recent FI milestone Work/Life balance Many thanks to him for coming on! Feel free to follow him on social Twitter: @upshotwealth Instagram: @upshotwealth Download his 401K book: https://upshotwealth.com -- Thanks again for listening. Feel free to rate and review on your podcast player. If you want to reach out, please do so on my social accounts below: Road to Wealth Social Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast

    S2E5 - Don't Call It A Comeback w/ Mark Allan Bovair

    Play Episode Listen Later Sep 12, 2021 43:17


    Hello: On today's episode, I talk w/ Mark Allan Bovair on his multiple comebacks. Mark is a friend online and he shares his story ranging from: Getting out of $30,000 of debt twice Divorce Fatherhood Writing Starting multiple businesses including becoming a licensed financial advisor I want to thank Mark for coming on. Feel free to give him a follow online and subscribing to his sub stack below. Twitter: @markallanbovair Substack: markallanbovair.substack.com -- Road to Wealth Podcast Social Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast Please leave a review on your podcast platform. If you are listening on Apple Podcasts, feel free to leave a review.

    S2E04 - Atomic Habits w/ Holistic Personal Finance

    Play Episode Listen Later Sep 5, 2021 49:27


    Hello and Happy Labor Day! On today's episode, I connect with Genevieve from Holistic Personal Finance. We do a book review of Atomic Habits by James Clear and discuss how to build a good habit and break a bad habit financially. I enjoyed our conversation as we use James' structure and talk about our money past and how we are growing. Thanks again Genevieve! Go check out her content on Instagram and if you are in need of financial coaching, feel free to reach out to her as well. Atomic Habits by James Clear: Book Link Genevieve at Holistic Personal Finance: Instagram: @holistic.personal.finance Twitter: @holisticPF Holistic Personal Finance Links: https://www.holisticpersonal.finance/linkinbio/ -- Road to Wealth Podcast Social Instagram: @roadtowealthpodcast Twitter: @roadtowealthpod

    S2E03 - Running Your Own Race

    Play Episode Listen Later Aug 29, 2021 11:22


    On today's episode, I talk through how to focus on running your own race. There are times where we all get in to the game of comparisons. "I am not making enough compared to my friends" "I am not as fit as her" We tend to use these limiting beliefs to stop our progress, or worse, stop the good habits. I recently went through this when I compared our net worth to some of the averages out in the world. I talk through four steps that can help focus on our race, and not any one else's. -- The Average Net Worth of Millennials by Age https://thecollegeinvestor.com/14611/average-net-worth-millennials/ -- Road to Wealth Podcast Social Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast

    S2E2 - From Precious Metals to Ethereum w/ Stephen from MyWealthMoney

    Play Episode Listen Later Aug 23, 2021 49:02


    Hello, On today's episode on the Road to Wealth Podcast, I have Stephen from MyWealthMoney. We talk about his investment journey starting at an early age collecting precious metals to his more recent investment in Ethereum. I greatly appreciate Stephen for coming on the show and our continued relationship. Feel free to give him a follow: www.mywealthmoney.com Twitter: @mywealthmoney -- Road to Wealth Podcast Social Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast

    S2E01 - Achieving FI/RE through a Sales Career w/ 5AM Joel

    Play Episode Listen Later Aug 15, 2021 49:23


    Hello all: Welcome back to the Road to Wealth Podcast! I'm excited to kick off Season 2 with 5am Joel and our discussion on achieving Financial Independence through a a sales career. Sales is one of the highest production and compensated positions and a great path to build your wealth journey. We talk through the pros and cons of it and how both of our experiences help shape our approach to our finances. 5AM Joel is a personal finance blogger and runs both 5amjoel.com and budgetsaresexy.com. Feel free to follow him and sign up for his daily emails. Twitter: @5amjoel Instagram: @5amjoel Wall Street Journal Article Reference: "The Pay is High and Jobs Are Plentiful, but Few Want to Go Into Sales" by Patrick Thomas -- Thank you again for listening to the Road to Wealth Podcast. We will be dropping an episode weekly. Feel free to leave a rating and review on Apple Podcasts and follow on Social Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast

    S1E23 - Finances and Hip Hop w/ Fifty Sat

    Play Episode Listen Later Jul 18, 2021 36:26


    Hello All: Welcome back to the final episode of Season 1 for the Road to Wealth Podcast. On today's episode, I connect with FiftySat from FiftySatFinance. We talk through his beginning debt, losses day trading, and his journey to grow his wealth. After a tough conversation with his wife, he decided to make a change and build up rather than chase. At a young age of 26, FiftySat has amassed over $200K in a mix of equities and crypto. We also talk about our mutual connection on Twitter as well as our love for Hip Hop. Definitely appreciate his time and contribution to the podcast. Go check him out! Twitter: @FiftySatFinance -- Road to Wealth Social Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast Thank you for listening and feel free to rate, subscribe, and leave a review on Apple Podcasts.

    S1E22 - Diversifying Your Audience w/ Jesse Cramer from The Best Interest

    Play Episode Listen Later Jul 12, 2021 37:47


    On today's episode, I enlist my friend Jesse Cramer from The Best Interest Blog to talk through his early beginnings blogging and how today's content landscape is changing. From TikTok to Instagram, there are other ways that content creators are reaching the masses. I want to thank Jesse for his perspective and our continued dialogue on and off the mic. Go check out his blog and podcast. The Best Interest Blog https://bestinterest.blog The Best Interest Podcast Apple Podcast Link Jesse Social Handles Twitter: @BestInterest_JC Instagram: @the_best_interest -- Road to Wealth Social Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast Please share, like, and subscribe to the podcast. If you can, please rate and leave a review on your podcast platform.

    S1E21 - Geographic Arbitrage w/ TheFrugalExpat

    Play Episode Listen Later Jul 4, 2021 37:22


    On today's episode, I connect with Steve aka @thefrugalexpat1 on his journey to financial independence. As someone that was raised in the United States originally, Steve now lives in Taipei, Taiwan teaching English and continuing his life of frugality. We talk through: His background and early parts of saving and investing The love of travel that him and his wife share How living in America compares to living overseas in Taipei Really appreciate him coming on and sharing his journey so far. Feel free to check out his blog and connect with him on Twitter. www.thefrugalexpat.com Twitter: @thefrugalexpat1 -- Road to Wealth Social Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast Feel free to subscribe, rate, and review the podcast!

    S1E20 - Overcoming Setbacks w/ Rybo

    Play Episode Listen Later Jun 27, 2021 40:28


    On today's episode, I connect with Rybo up in Vancouver, Canada. He shares his past and what he did to change his money situation and overall mindset. He talks through his 8 forms of success and wealth: Inner Physical Family Career Economic Community Adventure Impact I want to thank Rybo for coming on and sharing his story. Please go give him a follow: Instagram: @investwithrybo -- Road to Wealth Podcast Social Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast

    S1E19 - Mindset and Motivation w/ Tyler Wright from Defining Wealth

    Play Episode Listen Later Jun 20, 2021 72:37


    On today's episode, I have the opportunity to talk to Tyler Wright from Defining Wealth. He has reached well over $1M through a variety of investments all at the age of 27. Today's episode highlights Mindset and Motivation. We talk through Tyler's principles in how to continue to push for wealth both monetarily and in life. Enjoy! Tyler Wright / Defining Wealth Social @defining.wealth (Instagram) @DefiningWealth (Twitter) —— Road To Wealth Social @roadtowealthpodcast (Instagram) @roadtowealthpod (Twitter) Thank you for tuning in to the Road to Wealth podcast, feel free to leave a rating and review!

    S1E18 - Does Money Buy Happiness? w/ Travis Shelton

    Play Episode Listen Later Jun 13, 2021 44:34


    On today's episode, I have the honor to talk with Travis Shelton from Meaning Over Money. In a past life, Travis was very successful in a commercial real estate career and paid off over $200,000 in debt. He has left that life and started new work teaching people to find a deeper purpose with their money and in life. This episode was a follow up conversation of his podcast episode, "Money & Happiness: It's Not What You Think". Travis and I talk through the behavioral science of money, the hedonic treadmill, and ultimately answer the question; "Does Money Buy Happiness"? Please go subscribe to his Podcast and YouTube Channel as well as follow him on Social: Meaning Over Money Website Twitter: @travis_shelton_ Instagram: @travis_shelton_ and @meaning_over_money -- Road to Wealth Social Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast Please feel free to subscribe, rate, and review the podcast, Thanks! Apple Podcasts Spotify

    S1E17 - A Purple Life

    Play Episode Listen Later Jun 6, 2021 39:02


    On today's episode, I talk to Purple from A Purple Life Blog. She is a longtime blogger that recently hit her financial independence number and retired in 2020 at the young age of 30. We talk about her journey, "global nomad" strategy, and life post retirement. I can't thank her enough for coming on the podcast to share her journey and hope it provides inspiration to those seeking financial independence. Go check out her blog and keep up with her adventures over social. www.apurplelife.com Twitter: @apurplelifeblog Instagram: @apurplelife -- Road to Wealth Social Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast Please rate and review the podcast on your platform and feel free to share!

    S1E16 - Children of Immigrants

    Play Episode Listen Later May 30, 2021 67:31


    On today's episode, we have a Happy Hour format featuring three great personal finance personalities. We have Cassandra, Gina, and Cyril talking about our relationship with money growing up in immigrant households. We explore the topics of our parent's upbringing, talking about money in the home, what's defined as "success", and opportunities of the American Dream. I can't thank them enough for this conversation and I hope it resonates with you all on how we are striving to build a better financial future for ourselves. Please go and subscribe to their respective social accounts and appreciate you listening to the Road to Wealth podcast. -- Cassandra i.e. @brieonabudget Website: brieonabudget.com Instagram: @brieonabudget Gina i.e. @inanewyorkbudget Instagram: @inanewyorkbudget Twitter: @inanewyorkbudgt Cyril i.e. @trainyourdollar Instagram: @trainyourdollar Twitter: @trainyourdollar -- Road to Wealth Social Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast Please rate and review the podcast on your platform and feel free to share!

    S1E15 - Andy Slye

    Play Episode Listen Later May 23, 2021 47:31


    On today's episode, I have the honor of talking with Andy Slye. He's a husband, creative, YouTuber, and overall great human being. Andy began his money story at a young age with humble roots. He talks about his money and growth mindset in the pursuit of financial independence. We also discuss how he increased his income beyond his 9-5 taking on side projects including YouTube. With many younger people exploring alternative careers, Andy sheds light on balancing both traditional and side passions. Topics discussed: Financial Independence Abundance Mindset Enneagram Personality Test The Simple Path to Wealth by JL Collins Go and follow Andy Slye on his social pages: Twitter: @slye YouTube: YouTube.com/MyTechMethods1 Andy's Tweet Thread on being a Debt Free Millionaire: Tweet -- Road to Wealth Social Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast Linktree: https://linktr.ee/roadtowealthpodcast Please give a review and rating on Apple Podcasts, and feel free to share with friends and family.

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