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4 episodes with certified financial coach
2 episodes with certified financial coach
2 episodes with certified financial coach
2 episodes with certified financial coach
ADHD brains and money: What if your challenges could become your greatest strength? In this episode of ADHD with Smart Ass Women, Tracy is joined by Catherine Morgan, a Certified Financial Coach and Trauma of Money Expert, about the emotional side of money and how ADHD shapes financial habits. Catherine, the founder of The Money Panel® and author of the bestseller It's Not About the Money, shares her own ADHD story and how it reshaped her understanding of impulsive spending, budgeting struggles, and financial shame.Catherine breaks down why traditional budgeting doesn't work for many ADHD brains and offers practical tips like automating finances, focusing on what truly matters, and simplifying money tasks into smaller, achievable steps. Her insights are not just about managing money but about transforming how we see it—as a tool for creating freedom and resilience, rather than a source of stress.This episode goes beyond the numbers to explore how trauma and neurodivergence influence our relationship with money. Catherine's compassionate and relatable approach offers actionable strategies to help listeners build healthier habits and see their financial challenges as opportunities for growth.Resources:Website: https://catherinemorgan.com/ Instagram: https://instagram.com/catherinemorganmoney LinkedIn: https://uk.linkedin.com/in/catherine-morganLearn more by connecting with Tracy through Instagram, Facebook, LinkedIn, Pinterest, or visit adhdforsmartwomen.com.Are You Ready to Discover Your Brilliance? Order Now: https://adhdforsmartwomen.com/bookJoin Your ADHD Brain is A-OK: https://adhdforsmartwomen.com/aokVisit our website: https://adhdforsmartwomen.comJoin our community of ADHD For Smart Ass Women: https://www.facebook.com/groups/tracyotsukaJoin What Do I Do With My Life Masterclass: spyhappy.me/classUnlock your best days with Blends: https://adhdforsmartwomen.com/blendsSend a Message: Your Name | Email | Message
This week's 'mashup' summer episode features two incredible intuitive and energy specialists helping (plenty of neurodivergent) people embrace new mindset beliefs and release old stories.First is Catherine Morgan, a multi-award-winning qualified Financial Adviser, Certified Financial Coach, Financial Abuse Specialist ®, Inherited family trauma healer, and financial therapist who specialises in helping women feel more deserving of holding money through somatic, therapeutic, and practical tools. And then we have Caroline Britton. Have you ever had someone come into your life and help you make life-changing shifts? Someone who's helped you reveal your most authentic self while guiding you through shedding old beliefs, energies, thoughts and stories that have kept you stuck for decades?I'm lucky to say I have, and she is today's guest. Caroline is a powerful Intuitive Coach and an expert in waking up leaders, entrepreneurs, and public figures to live a life of freedom, purpose, and joy. She specialises in being an agent of change for people ready to transform their lives. Her innate gifts to unlock people's connection, potential, and power have transformed thousands of lives.On this episode of The ADHD Women's Wellbeing Podcast, Kate and Caroline chat about:Finding your inner powerTrusting and using your intuitionThe importance of tapping into your inner voice for clarity and guidanceCreating space and silence to access the guidanceConnecting back in and listening in for inner wisdomMechanisms for creating more energetic shifts and discovering what it is you desireLocking in new beliefs and connecting to a new identityYou can connect with Caroline on Instagram. Look at some of Kate's ADHD workshops and free resources here.Kate Moryoussef is a women's ADHD Lifestyle & Wellbeing coach and EFT practitioner who helps overwhelmed and unfulfilled newly diagnosed ADHD women find more calm, balance, hope, health, compassion, creativity, and clarity. Follow the podcast on Instagram here.Follow Kate on Instagram here.Find Kate's resources on ADDitude magazine here.
The Waiting Well - Infertility, Faith-based Encouragement, Trying to Conceive, Fertility
Before I met Josh, I worked as a Children's Ministry Coordinator at a church. They offered to pay for us to go through Financial Peace University a program by Dave Ramsey and his team. As a young college graduate with student loans, this was a huge gift to learn how to honor God with my finances. When Josh and I then got married, we went through the videos again as a married couple. The principles we learned in this course contributed to how we made financial decisions regarding our trying to conceive journey. We had committed to always honor God with our finances, and we take to heart the principles shared in this course. It's one of the reasons we took years before we got to the financial and logistical point of pursuing IVF. I have chatted with so many women who shared how heartbroken they were that they did not consider the financial burden of taking loans out to pay for their treatments only to end up not getting pregnant. This is a very sensitive subject but I believe that this road of infertility and trying to conceive is ALREADY so hard. It doesn't have to be harder because of finances. I wanted to interview Rachel because I wanted to share the resource of what they offer at Ramsey Solutions (this course: https://www.ramseysolutions.com/ramseyplus/financial-peace?snid=products.pay-off-debt-and-build-wealth.financial-peace-university ) but also to shed light that God's word speaks to us with how we are to approach decisions that impact our finances. Because that also impacts our marriages on the back end. I'm so excited for you to hear from Rachel Cruze, best-selling Author, Ramsey Personality and Certified Financial Coach. You can connect with her here: https://www.ramseysolutions.com/rachel-cruze Buy her new Children's Book: https://amzn.to/3wW1TY9 Finding Hope through Infertility / TTC Masterclass - This masterclass will walk you through what you can implement today to start living in peace and joy during the waiting season - really growing closer to God despite the journey. I can't recommend it highly enough and it's on discount right now for only $25 to snag today! Grab that here: https://sown-with-strength.mykajabi.com/offers/HX2jMFL3?coupon_code=GIFT Or snag our 2nd Masterclass focused on MARRIAGE through TTC! Thrive in Marriage through TTC Masterclass can now be purchased and accessed as well for $37!https://sown-with-strength.mykajabi.com/offers/AA3zxPNv ^^ you can also snag the Finding Hope through TTC (transforming your thoughts while waiting) Masterclass for only $20 extra instead of the original $37 cost when you enroll for the Marriage Class as a discounted bonus! Instagram: @courtneyduinker Connect: courtney@sownwithstrength.com website: https://courtneyduinker.com/ If today's episode inspired, equipped or challenged you in anyway, please consider leaving a review on Apple Podcasts! This helps to show this podcast to other women who are alone in navigating infertility. I also send out a fun package to someone who leaves a review each week! Leave a review here, please!
Healing from financial abuse or trauma can feel scary. Our nervous system may have been used to being hypervigilant and disempowered around money due to generational trauma and not understanding our neurodivergence. Many of us don't understand the energy of money, and so much shame can be attached to our sense of self, self-worth and our unconscious relationship to money.This week's episode features the incredible Catherine Morgan, a multi-award-winning qualified Financial Adviser, Certified Financial Coach, Financial Abuse Specialist ®, Inherited family trauma healer, and financial therapist who specialises in helping women feel more deserving of holding money through somatic, therapeutic, and practical tools. Catherine is on a mission to reduce financial anxiety and increase financial empowerment & resilience for 1 million people worldwide. In this episode of the ADHD Women's Wellbeing Podcast, Catherine and Kate speak about:The connection between your nervous system and your wealthWhy practising gratitude can increase your ability to hold money How to explore your past family trauma around money Letting go of old beliefs you have about your ability to make moneyCatherine's mission is to empower women to hold and attract wealth How Catherine came to her diagnosis of ADHDUnderstanding our financial core beliefs and healing for the next generationUsing somatic practices to heal from financial traumaHer inspiring journey to want to help women with their finances What financial control and abuse can look like If you need further support following this episode, head here: Surviving Economic Abuse Financial Support line freephone: 08081968845Financial abuse: spotting the signs and leaving safelyWomens AidCheck out Kate's latest workshop and resources here Kate Moryoussef is a women's ADHD Lifestyle & Wellbeing coach and EFT practitioner who helps overwhelmed and unfulfilled newly diagnosed ADHD women find more calm, balance, hope, health, compassion, creativity, and clarity. Follow the podcast on Instagram here.Follow Kate on Instagram here.Find Kate's resources on ADDitude magazine here.
In this episode, I had the pleasure of chatting with Tiffany Burns, a Certified Financial Coach dedicated to reshaping your financial narrative! With an impressive track record of paying off $91,000 in debt within three years, elevating her credit score from poor to excellent, and diligently saving and investing for her children's futures while still savoring life's pleasures, Tiffany unveils strategies for cultivating abundance through mindful financial management. Press play on this episode to uncover all the invaluable insights she shares. Host Information Website Instagram Podcast Instagram Guest Information Website Instagram
In this episode, I had the pleasure of chatting with Tiffany Burns, a Certified Financial Coach dedicated to reshaping your financial narrative! With an impressive track record of paying off $91,000 in debt within three years, elevating her credit score from poor to excellent, and diligently saving and investing for her children's futures while still savoring life's pleasures, Tiffany unveils strategies for cultivating abundance through mindful financial management. Press play on this episode to uncover all the invaluable insights she shares. Host Information Website Instagram Podcast Instagram Guest Information Website Instagram
Does it feel like your money is all over the place? Do you find that there's always "surprise" expenses popping up that you forgot to plan ahead for? Do you struggle to form and stick to a routine with your finances? If your finances feel messy, choatic, and disorganized then this week's episode of the podcast is for you. In this episode of The Money Love Podcast I'm covering habits and routines to organize your life and money with Certified Financial Coach and founder of The Organized Money, Alaina Fingal. We're covering the first step you need to take to get your money organized (even if you're not a Type A person), how to be realistic with your budget, how to make a plan for your money that reflects your unique goals and personality (and how to actually stick to it), the 4 money habits you need to stay organized with your money, and how to know if you're overspending, or under-budgeting. Enjoy! About Alaina: Alaina is a certified financial coach, author, and content creator. She helps busy people who struggle with budgeting and time management use a paper planner to get organized. She shares her easy approach to finances through her YouTube channel and has amassed over 180,000 subscribers and 20 million views on the platform. She serves on the Financial Expert Review Board for CNET Money and her work has been featured in Yahoo Finance, The New York Weekly, Wired, The Huffington Post, CNBC Make It and others. Find and Work with Alaina: Her Website Her Instagram Her YouTube Channel START HERE: FREE MASTERCLASS: Why You Impulse Shop & How To Stop Get Paige's Money Recommendations Work with Paige: Join the Overcoming Overspending Membership HERE Use code “MLP30” at checkout to save $30 on your first month inside the membership Where you can find Paige online: Website: https://www.paigepritchard.com Instagram: @overcoming_overspending TikTok: @overcoming_overspending
Get ready to level up your career game in this episode of Women & Money Cafe, as we dive into the nitty-gritty of job offers and benefits. From company culture to pension plans, no stone is left unturned! Here's what you can expect:- Michelle's advice on gauging company culture and work-life balance- Emily's insights on aligning personal and company values and considering sustainable initiatives- Julie's discussion on company policies, unique benefits, and work-life balance- Tips on evaluating job offers' impact on personal life and envisioning career aspirations- The significance of team dynamics and professional development opportunities- Important considerations like promised benefits in writing, long-term career goals, and thorough analysis of offer details.- The lowdown on financial aspects, including pensions, bonuses, holidays, private medical insurance, and more- The crucial role of mental health support and additional benefits like counseling programs- Real-life examples and experiences, from pension pitfalls to negotiating for better benefits- Key resources mentioned throughout the episode for further research and guidanceWebsites mentioned:- B Corporation (https://bcorporation.net/)- Glassdoor (https://www.glassdoor.com/)YOUR HOSTJulie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she's spent years studying and researching how stress affects our financial decision making.Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.Ebb & Flow Financial Coaching | Bree Wealth & Tax | InstagramCO-HOSTSEmily Pool is a Financial Planner and Will Writer. She is passionate about empowering people to invest their wealth (pensions and savings) sustainably and in line with their personal values. Michelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach. Jennifer O'Neil is a mortgage and protection specialist and director of Athena Mortgages. Having been in the industry since 2014 Jennifer decided to set up a company in 2020 that suited her core values as a broker – integrity, service, honesty and continuous improvement. LinkedIn | Instagram | FacebookSupport the show✅ And if you enjoyed the show, please leave us a review.We genuinely love hearing your questions and feedback. So, email us a voice note womenandmoneycafe@gmail.com or via instagram with your thoughts and suggestions.
Prepare for a dive into a rapid-fire checklist for the end of the tax year. Get ready for crucial tax-saving tips and insights that will set you on a path to financial empowerment.Areas covered:- ISA Allowance: Understanding the current £20,000 allowance and making the most of it for tax-free growth and earnings.- Capital Gains Tax Allowance: Exploring the shrinking annual allowance and strategies to capitalise on it before it drops to £3,000.- Pensions: Unveiling the tax efficiency of pensions, contribution limits, and the benefits of using the pension wrapper.- Child Benefit: Clever tactics involving pensions, salary sacrifice, and charitable giving to retain child benefit entitlement.- Inheritance Tax: Uncovering the power of the annual £3,000 gift exemption and its cumulative impact on estate planning.- HMRC website: Find a downloadable form for keeping track of your gifts for inheritance tax planning. Your Hosts:Julie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she's spent years studying and researching how stress affects our financial decision making.Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.Ebb & Flow Financial Coaching | Bree Wealth & Tax | InstagramCO-HOSTSEmily Pool is a Financial Planner and Will Writer. She is passionate about empowering people to invest their wealth (pensions and savings) sustainably and in line with their personal values. Michelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach. Sara Walker is a financial planner and financial coach with 33 years' experience in financial services. She wants all women to feel financially confident and uses her professional and life experiences to support and educate women over 40 so they in turn feel able to support and be role models for the younger women in their lives. Jennifer O'Neil is a mortgage and protection specialist and director of Athena Mortgages. Having been in the industry since 2014 Jennifer decided to set up a company in 2020 that suited her core values as a broker – integrity, service, honesty and continuous improvement. LinkedIn | Instagram | FacebookSupport the show✅ And if you enjoyed the show, please leave us a review.We genuinely love hearing your questions and feedback. So, email us a voice note womenandmoneycafe@gmail.com or via instagram with your thoughts and suggestions.
In this episode , the hosts, including returning founder member Tamsin Caine, explore the challenges and opportunities of managing finances as a single woman, particularly after a divorce or widowhood. They discuss the emotional and practical aspects of taking full control of finances, from setting up emergency funds to investing for the future. With a focus on empowerment, the episode covers the importance of building a support system, and the benefits of financial planning for single individuals and the importance of having a 'money wife' for support and accountability.GUEST EXPERT: TAMSIN CAINE is a Chartered Financial Planner and Resolution Accredited Divorce Finance Specialist (one of only 35 in the country). She hosts the Smart Divorce podcast, has cowritten a book Your Divorce Handbook It's What You Do Next That Counts and has appeared in the national press commenting on financial issues in divorce. She is a single mum to Charlie and Zoe and is a huge rugby fan, currently managing the men's team Sale FC Vikings.Follow Tamsin on Instagram | Facebook and check out her podcast 00:48 Navigating Finances Solo: Insights from a Divorce Expert02:10 The Emotional and Practical Challenges of Managing Money Alone07:17 Gaining Confidence and Knowledge in Financial Independence10:47 The Divorce Process: A Path to Financial Literacy23:18 Financial Resilience and Protection for Single Women26:06 The Value of Income Protection28:21 Building Financial Resilience: Emergency Funds36:00 The Importance of a Financial Support System38:18 Navigating Financial Planning as a Single Parent95 - Income Protection28 - Emergency FundsYOUR HOSTJulie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she's spent years studying and researching how stress affects our financial decision making.Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.Ebb & Flow Financial Coaching | Bree Wealth & Tax | InstagramCO-HOSTSEmily Pool is a Financial Planner and Will Writer. She is passionate about empowering people to invest their wealth (pensions and savings) sustainably and in line with their personal values. Michelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach. Support the show✅ And if you enjoyed the show, please leave us a review.We genuinely love hearing your questions and feedback. So, email us a voice note womenandmoneycafe@gmail.com or via instagram with your thoughts and suggestions.
After the success of episode 70 (Atomic Habits for Money) we thought we should revisit actionable strategies for managing and reducing spending, highlighting the power of small changes in achieving big financial goals. Here are some key takeaways from the episode:- Reviewing Amazon orders and subscriptions to cut unnecessary expenses- Cancelling unused subscriptions and keeping track of family shared expenses- Celebrating financial wins by allocating a small amount for treats or charitable donations- Breaking big financial goals into small, achievable habits- Creating a money calendar to keep track of financial commitments and important dates- Using cashback sites and comparison websites like QuickCo to save costs- Monitoring automated saving pots and using apps for various saving purposes- Using Credit Karma to check credit score and receive notifications for any changes- Changing environment to prevent impulsive spending- Incorporating color and creativity into daily routine for better financial managementYOUR HOSTJulie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she's spent years studying and researching how stress affects our financial decision making.Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.Ebb & Flow Financial Coaching | Bree Wealth & Tax | InstagramCO-HOSTSEmily Pool is a Financial Planner and Will Writer. She is passionate about empowering people to invest their wealth (pensions and savings) sustainably and in line with their personal values. Michelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach. Sara Walker is a financial planner and financial coach with 33 years' experience in financial services. She wants all women to feel financially confident and uses her professional and life experiences to support and educate women over 40 so they in turn feel able to support and be role models for the younger women in their lives. Jennifer O'Neil is a mortgage and protection specialist and director of Athena Mortgages. Having been in the industry since 2014 Jennifer decided to set up a company in 2020 that suited her core values as a broker – integrity, service, honesty and continuous improvement. LinkedIn | Instagram | FacebookSupport the show✅ And if you enjoyed the show, please leave us a review.We genuinely love hearing your questions and feedback. So, email us a voice note womenandmoneycafe@gmail.com or via instagram with your thoughts and suggestions.
We have a super cool episode for you in this one with hypnotherapist Katie Crooks. She brings a wealth of insights on overcoming self-sabotage and imposter syndrome, empowering listeners to tap into their true potential.Stay tuned to the end when Katie blows our mind with the significance of the word "try" and why Julie is determined to eliminate it from her vocabulary. What Katie is reading: A New Earth - Eskhart Tolle and Secrets of a Millionaire Mindset - T Harv EkerSPECIAL GUEST: KATIE CROOKS is a multi-talented singer, performer, and voice coach with over 20 years of experience. She has transitioned into hypnotherapy to help artists overcome the limitations and blockages in their vocal performances. Follow Katie on Instagram YOUR HOSTJulie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she's spent years studying and researching how stress affects our financial decision making.Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.Ebb & Flow Financial Coaching | Bree Wealth & Tax | InstagramCO-HOSTSEmily Pool is a Financial Planner and Will Writer. She is passionate about empowering people to invest their wealth (pensions and savings) sustainably and in line with their personal values. Michelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach. Sara Walker is a financial planner and financial coach with 33 years' experience in financial services. She wants all women to feel financially confident and uses her professional and life experiences to support and educate women over 40 so they in turn feel able to support and be role models for the younger women in their lives. Jennifer O'Neil is a mortgage and protection specialist and director of Athena Mortgages. Having been in the industry since 2014 Jennifer decided to set up a company in 2020 that suited her core values as a broker – integrity, service, honesty and continuous improvement. LinkedIn | Improving DailyI want to help people with their personal growth by sharing life lessons from my lifeListen on: Apple Podcasts SpotifySupport the show✅ And if you enjoyed the show, please leave us a review.We genuinely love hearing your questions and feedback. So, email us a voice note womenandmoneycafe@gmail.com or via instagram with your thoughts and suggestions.
JOSIE COX asks why money is still so gendered! Why progress towards closing the gender pay gap has been so elusive over the past few decades. Why we're still failing to have good, inclusive conversations about gender inequality. Josie is a journalist who has worked on staff for Reuters, the Wall Street journal, and The Independent and as a freelancer for the Guardian, The Washington Post, Fortune, Forbes, the BBC and a host of other outlets. She was a 2020/2021 Knight-Bagehot Fellow at Columbia Journalism School. She has an MBA from Columbia Business School and is also an associate instructor within the Strategic Communications program at Columbia's School of Professional Studies. She lives in New York City.Follow Josie: Instagram | LinkedIn | Substack | Twitter00:44 Josie Cox's Background and Career Journey02:53 The Gendered Nature of Money05:34 The Impact of Motherhood on Career06:48 The Inequality Problem in America08:35 The Gender Pay Gap and Its Implications11:48 The Importance of Communication and Empathy19:45 The Role of Women in the Unpaid Labor Market40:30 The Struggle for Female Economic EmpowermentYOUR HOSTJulie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she's spent years studying and researching how stress affects our financial decision making.Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.Ebb & Flow Financial Coaching | Bree Wealth & Tax | InstagramCO-HOSTSEmily Pool is a Financial Planner and Will Writer. She is passionate about empowering people to invest their wealth (pensions and savings) sustainably and in line with their personal values. Michelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach. Sara Walker is a financial planner and financial coach with 33 years' experience in financial services. She wants all women to feel financially confident and uses her professional and life experiences to support and educate women over 40 so they in turn feel able to supporImproving DailyI want to help people with their personal growth by sharing life lessons from my lifeListen on: Apple Podcasts SpotifySupport the show✅ And if you enjoyed the show, please leave us a review.We genuinely love hearing your questions and feedback. So, email us a voice note womenandmoneycafe@gmail.com or via instagram with your thoughts and suggestions.
In this episode Julie, Michelle, and Emily engage in a spirited debate on the age-old question: Should you overpay your mortgage or put money into a pension? This showdown delves into the financial implications and personal preferences that go into making this crucial decision, leaving listeners with insightful perspectives to shape their own financial strategies.- Decision-making considerations: Interest rates, investment returns, tax effects, and age- Benefits of pension contributions: Tax relief, compounding growth, and access to funds- Drawbacks of mortgage overpayment: Interest rates, lack of liquidity, and tax implications- Split investment strategy: Allocating funds to both mortgage and pension for a balanced approach- Lump sum decision: Factors influencing whether to invest in the mortgage or a pensionResources:Will overpaying my mortgage or pension make me richer? (ii.co.uk)MSE overpayment calculator YOUR HOSTJulie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she's spent years studying and researching how stress affects our financial decision making.Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.Ebb & Flow Financial Coaching | Bree Wealth & Tax | InstagramCO-HOSTSEmily Pool is a Financial Planner and Will Writer. She is passionate about empowering people to invest their wealth (pensions and savings) sustainably and in line with their personal values. Michelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach. Sara Walker is a financial planner and financial coach with 33 years' experience in financial services. She wants all women to feel financially confident and uses her professional and life experiences to support and educate women over 40 so they in turn feel able to support and be role models for the younger women in their lives. Jennifer O'Neil is a mortgage and protection specialist and director of Athena Mortgages. Having been inImproving DailyI want to help people with their personal growth by sharing life lessons from my lifeListen on: Apple Podcasts SpotifySupport the show✅ And if you enjoyed the show, please leave us a review.We genuinely love hearing your questions and feedback. So, email us a voice note womenandmoneycafe@gmail.com or via instagram with your thoughts and suggestions.
Have you heard about the new Apple Vision Pro that was recently launched? Are you an early adopter, or are you waiting for the price to be cut and the kinks to be worked out? Here to discuss the new world reality of augmented reality and virtual reality, we're joined by Certified Financial Coach and co-host of the hit couples' finance podcast For Better & Worth, Ericka Young. She is joined by Doc G of the Earn & Invest podcast and our very own OG. Is this amazing new technology worth its $3,500 price tag? Is there room in your budget for it? Or is it a justifiable "I'll figure it out later" type of expense? We discuss the pros and cons of being on the cutting edge, when it's acceptable (or not) to pull the trigger on a big, not-totally-necessary expense. Plus, stick around for our latest installment of Doug's year-long trivia game. Will Doc G make Len proud, will Ericka put Paula Pant on the board, or will OG take this week's prize? In the second half of the show, sponsored by DepositAccounts.com, we dive into why the fact that the Apple headset is so good it is actually a problem. FULL SHOW NOTES: https://www.stackingbenjamins.com/spend-or-save-priorities-ericka-young-1478 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices
We discuss the age-old dilemma of whether to overpay your mortgage or not. - Debt management: Understanding the importance of addressing other debts before focusing on your mortgage.- Establishing an emergency fund: The significance of having a financial cushion for unexpected expenses.- Mortgage provider policies: Exploring the limitations and potential penalties for overpaying your mortgage.- Calculating the interest rate differentials: Michelle walks through the math behind comparing mortgage interest rates and savings rates to determine the most effective use of your money.- Setting up overpayments: Practical tips on setting up regular overpayments and the benefits of automation.- Offset mortgages: Michelle explains the nuances of offset mortgages and the considerations when deciding on overpayments.Resources:- Debt Payoff Calculator- Sprive app- MSE websiteYOUR HOSTJulie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she's spent years studying and researching how stress affects our financial decision making.Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.Ebb & Flow Financial Coaching | Bree Wealth & Tax | InstagramCO-HOSTSEmily Pool is a Financial Planner and Will Writer. She is passionate about empowering people to invest their wealth (pensions and savings) sustainably and in line with their personal values. Michelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach. Sara Walker is a financial planner and financial coach with 33 years' experience in financial services. She wants all women to feel financially confident and uses her professional and life experiences to support and educate women over 40 so they in turn feel able to support and be role models for the younger women in their lives. Jennifer O'Neil is a mortgage and protection specialist and director of Athena Mortgages. Having been in the industry since 2014 Jennifer decided to set up a company in 2020 that suited her core values as a broker – integrity, service, honesty and continuous improvement. LinkedIn | Instagram | FacebookSupport the show✅ And if you enjoyed the show, please leave us a review.We genuinely love hearing your questions and feedback. So, email us a voice note womenandmoneycafe@gmail.com or via instagram with your thoughts and suggestions.
In this episode we discuss the 5 most common financial mistakes women tend to make. They indicate that often, women are not involved in long-term financial decisions or they fail to invest money in their own names. They also mention pitfalls like investing in high-risk schemes without a proper understanding of the risks involved, striving for financial perfectionism leading to inaction, and losing sight of the long-term financial goals. 42 - DIY a Financial Plan45 - Start your first Stocks & Shares ISA79 - How to start a pension81 - How much risk should you takeYOUR HOSTJulie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she's spent years studying and researching how stress affects our financial decision making.Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.Ebb & Flow Financial Coaching | Bree Wealth & Tax | InstagramCO-HOSTSEmily Pool is a Financial Planner and Will Writer. She is passionate about empowering people to invest their wealth (pensions and savings) sustainably and in line with their personal values. Michelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach. Sara Walker is a financial planner and financial coach with 33 years' experience in financial services. She wants all women to feel financially confident and uses her professional and life experiences to support and educate women over 40 so they in turn feel able to support and be role models for the younger women in their lives. Jennifer O'Neil is a mortgage and protection specialist and director of Athena Mortgages. Having been in the industry since 2014 Jennifer decided to set up a company in 2020 that suited her core values as a broker – integrity, service, honesty and continuous improvement. LinkedIn | Instagram | FacebookSupport the show✅ And if you enjoyed the show, please leave us a review.We genuinely love hearing your questions and feedback. So, email us a voice note womenandmoneycafe@gmail.com or via instagram with your thoughts and suggestions.
The episode discusses the changes in money habits as people age. They discuss how attitudes towards money can remain constant through life but can become more extreme or display in different ways with age. They also notice a sort of cycle where people in their 50s are highly focused on planning for retirement. Upon reaching the 60s, the strict and mindful planning often takes a backseat as they start indulging more but this changes again as they reach the 70s and the realities of aging set in. By 80s, people tend to focus more on sharing and giving away their wealth. They emphasise the importance of understanding the context of aging loved ones when discussing money and the need for patience and intentionality when making financial decisions.01:18 Observations on Money Habits in Later Life03:37 The Impact of Age on Decision Making05:56 The Influence of Affluence on Money Habits06:39 Challenging the Notion of Changing Money Habits09:04 The Cycle of Money Habits Through Different Life Stages20:28 The Role of Money in Facilitating LifeRegrets of the DyingYOUR HOSTJulie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she's spent years studying and researching how stress affects our financial decision making.Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.Ebb & Flow Financial Coaching | Bree Wealth & Tax | InstagramCO-HOSTSEmily Pool is a Financial Planner and Will Writer. She is passionate about empowering people to invest their wealth (pensions and savings) sustainably and in line with their personal values. Michelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach. Sara Walker is a financial planner and financial coach with 33 years' experience in financial services. She wants all women to feel financially confident and uses her professional and life experiences to support and educate women over 40 so they in turn feel able to support and be role models for the younger women in their lives. Jennifer O'Neil is a mortgage and protection specialist and director of Athena Mortgages. Having been in the industry since 2014 Jennifer decided to set up a company in 2020 that suited her core values as a broker – integrity, service, honesty and continuous improvement. LinkedIn | Instagram | FacebookSupport the show✅ And if you enjoyed the show, please leave us a review.We genuinely love hearing your questions and feedback. So, email us a voice note womenandmoneycafe@gmail.com or via instagram with your thoughts and suggestions.
In this episode of the Women in Money Cafe, the hosts discuss their old beliefs about money and reveal how they've evolved their views. From thinking they were useless with money or that they didn't deserve it, to believing that wealth equates happiness, each shares their journey to understanding their relationship with money. They touch on the impact of upbringing, work pressures, societal influences such as social media on perceptions about money and address money-related guilt. They also reflect on how financial coaching has illuminated their misconceptions and helped them reshape their thoughts around money, emphasising that everyone's belief about money is unique to their personal experiences and circumstances.00:00 Introduction and Welcome00:11 Exploring Old Beliefs About Money00:52 Introducing the Co-Hosts01:33 Sara's Money Beliefs Transformation09:31 Emily's Perception of Money and Happiness16:48 Michelle's Journey to Self-Worth and Money28:04 Julie's Realization About Money and Importance33:26 Final Thoughts and Wrap UpYOUR HOSTJulie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she's spent years studying and researching how stress affects our financial decision making.Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.Ebb & Flow Financial Coaching | Bree Wealth & Tax | InstagramCO-HOSTSEmily Pool is a Financial Planner and Will Writer. She is passionate about empowering people to invest their wealth (pensions and savings) sustainably and in line with their personal values. Michelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach. Sara Walker is a financial planner and financial coach with 33 years' experience in financial services. She wants all women to feel financially confident and uses her professional and life experiences to support and educate women over 40 so they in turn feel able to support and be role models for the younger women in their lives. Jennifer O'Neil is a mortgage and protection specialist and director of Athena Mortgages. Having been in the industry since 2014 Jennifer decided to set up a company in 2020 that suited her core values as a broker – integrity, service, honesty and continuous improvement. LinkedIn | Instagram | Facebook Support the show✅ And if you enjoyed the show, please leave us a review.We genuinely love hearing your questions and feedback. So, email us a voice note womenandmoneycafe@gmail.com or via instagram with your thoughts and suggestions.
In this episode Julie, Sara, Michelle, and Emily discuss their best financial decisions and how they've positively shaped their personal finance management. Michelle shares her successful strategy of organizing money into separate 'pots' for different purposes - from taxes to holidays, allowing her to have a clearer picture of her finances. Sarah discusses the importance of active communication and shared financial understanding in a relationship. Emily reflects on smartly splitting an inheritance into short-term, medium-term, and long-term investments. Lastly, Julie chats about her '10 percent rule' for incrementally boosting her pension fund, thus securing her retirement. The episode encourages listeners to reflect on their own financial habits and think about how best to plan for the future.01:21 Michelle's Money Management Strategy12:36 Sara's Best Money Move: Communication24:41 Understanding the Bigger Picture in Financial Planning28:14 The Art of Financial Planning: A Personal Experience39:30 The Power of Incremental Increases in Pension ContributionsYOUR HOSTJulie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she's spent years studying and researching how stress affects our financial decision making.Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.Ebb & Flow Financial Coaching | Bree Wealth & Tax | InstagramCO-HOSTSEmily Pool is a Financial Planner and Will Writer. She is passionate about empowering people to invest their wealth (pensions and savings) sustainably and in line with their personal values. Michelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach. Sara Walker is a financial planner and financial coach with 33 years' experience in financial services. She wants all women to feel financially confident and uses her professional and life experiences to support and educate women over 40 so they in turn feel able to support and be role models for the younger women in their lives. Jennifer O'Neil is a mortgage and protection specialist and director of Athena Mortgages. Having been in the industry since 2014 Jennifer decided to set up a company in 2020 that suited her core values as a broker – integrity, service, honesty and continuous improvement. LinkedIn | Instagram | Facebook Support the show✅ And if you enjoyed the show, please leave us a review.We genuinely love hearing your questions and feedback. So, email us a voice note womenandmoneycafe@gmail.com or via instagram with your thoughts and suggestions.
We know from chatting to you that many of you have started investing since listening to the podcast. And we love that! But we also know that it will have been hard watching your investments this year and that you may be tempted to quit investing and move money to cash because of interest rates. This episode is for you if you are feeling disillusioned with investing. The whole team is here for this episode to share with you what we are saying to our clients to help them right now.At the risk of sounding like an Instagram reel, follow the process
Nitika and Lis from Aila Money discuss the gender wealth gap and ways to address it. They discuss Aila Money's innovative approach to equipping women with financial tools and knowledge. This includes a beta version of their not-yet-an-app, which focuses on life goal planning, not just finance, and understanding individuals' needs and wants for their life. Also discussed are the shifting patterns of wealth management in relation to women, the importance of investing, and the influence of language in financial advice and understanding.01:58 The Importance of Financial Education for Women02:47 Interview with Liz and Nikita from Aila Money03:03 The Story Behind Aila Money07:16 The Role of Language in Financial Advice11:46 The Target Audience for Aila Money27:16 The Importance of InvestingGUEST EXPERTS: LIZ PRAGER & NITIKA VYAS met at university. Over their careers they've come to see how much financial advice people with money have access to and the fact that the money advice gap is increasing! They have joined forces to co-found Aila Money, a digital financial coaching solution that helps people get more comfortable and confident managing their money. Aila combines technology, psychology, human coaching and financial advice to help people achieve their money goals.Follow Aila Money:Instagram | LinkedIn | Facebook | WebYOUR HOSTJulie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she's spent years studying and researching how stress affects our financial decision making. Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.Ebb & Flow Financial Coaching | Bree Wealth & Tax | InstagramCO-HOSTSEmily Pool is a Financial Planner and Will Writer. She is passionate about empowering people to invest their wealth (pensions and savings) sustainably and in line with their personal values. Michelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach. Sara Walker is a financial planner and financial coach with 33 years' experience in financial services. She wants all women to feel financially confident and uses her professional and life experiences to support and educate women over 40 so they in turn feel able to support and be role models for the younger women in their lives. Support the show✅ And if you enjoyed the show, please leave us a review.We genuinely love hearing your questions and feedback. So, email us a voice note womenandmoneycafe@gmail.com or via instagram with your thoughts and suggestions.
On this episode of the Women in Money Cafe, guests Sara and Michelle talk about money M.O.T, a financial health check concept. They discuss tools such as HSBC's financial fitness test and Money to the Masses' money MOT tool. These tools can help listeners assess their financial health and provide insights on areas in need of improvement. They also discuss their personal strategies for saving money and encourage listeners not to feel overwhelmed when checking their finances, but instead take small steps to improve their financial situation.00:00 Introduction and Welcoming Guests00:21 Discussing the Concept of a Money M.O.T02:00 Exploring the HSBC Financial Fitness Test02:51 Discussing the Importance of Knowing Your Financial Numbers03:17 Sharing Personal Experiences with the HSBC Test10:00 Introducing the Money to the Masses Tool10:20 Sharing Personal Experiences with the Money to the Masses Tool15:40 Discussing the Importance of Emergency Funds21:15 Sharing Personal Money Management Strategies27:19 Final Thoughts and Closing RemarksMoney to the Masses MOT https://mot.moneytothemasses.com/HSBC Fitness Score https://financialfitness.hsbc.co.uk/YOUR HOSTJulie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she's spent years studying and researching how stress affects our financial decision making.Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.Ebb & Flow Financial Coaching | Bree Wealth & Tax | InstagramCO-HOSTSEmily Pool is a Financial Planner and Will Writer. She is passionate about empowering people to invest their wealth (pensions and savings) sustainably and in line with their personal values. Michelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach. Sara Walker is a financial planner and financial coach with 33 years' experience in financial services. She wants all women to feel financially confident and uses her professional and life experiences to support and educate women over 40 so they in turn feel able to support and be role models for the younger women in their lives. Support the show✅ And if you enjoyed the show, please leave us a review.We genuinely love hearing your questions and feedback. So, email us a voice note womenandmoneycafe@gmail.com or via instagram with your thoughts and suggestions.
The team at Women in Money Cafe discuss their favourite films that involve money and the lessons that can be gleaned from them. Some films highlighted include 'The Big Short', which helps demystify the 2008 financial crisis; 'Rogue Trader', a true story that illustrates the importance of proper financial compliance; and 'Confessions of a Shopaholic', a lighter-heartened film portraying the drawbacks of overspending. They also analyse general themes like rags-to-riches narratives, use of money in films to induce certain emotions and the potential educational value of these films for children or those unfamiliar with complex financial constructs.00:00 Introduction 00:38 Introducing the Team and Their Favorite Money Movies01:34 Discussion on 'The Big Short'06:50 Insights on 'Rogue Trader'12:20 Exploring 'Confessions of a Shopaholic'16:55 Reflecting on Money Themes in Movies25:37 Recommendation of 'Margin Call' and Closing ThoughtsThe Films:Big Short - NetflixMargin Call - AmazonRogue Trader - YouTubeConfessions of a Shopaholic - DisneyUp - DisneyTrading Places - AmazonYOUR HOSTJulie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she's spent years studying and researching how stress affects our financial decision making.Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.Ebb & Flow Financial Coaching | Bree Wealth & Tax | InstagramCO-HOSTSEmily Pool is a Financial Planner and Will Writer. She is passionate about empowering people to invest their wealth (pensions and savings) sustainably and in line with their personal values. Michelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach. Sara Walker is a financial planner and financial coach with 33 years' experience in financial services. She wants all women to feel financially confident and uses her professional and life experiences to support and educate women over 40 so they in turn feel able to support and be role models for the younger women in their lives. Support the show✅ And if you enjoyed the show, please leave us a review.We genuinely love hearing your questions and feedback. So, email us a voice note womenandmoneycafe@gmail.com or via instagram with your thoughts and suggestions.
John Pajak is a Certified Financial Coach and has offered years of coaching for the Lawn and Landscaping commmunity. We sit down to preview his Budgets, Break Evens, and Bottonlines Workshop at the LCR Summit 2024, January 19th & 20th in Atlanta, GA. Thanks for Listening! LCRSummit.com More episode links below... https://linktr.ee/lawncarerookie Podcast Merch https://teespring.com/stores/lcr-6
In this episode we're joined by Susan, the Biking Building Barrister. We're cutting through the jargon and sharing loads of tips to protect your money and your home.Areas Covered:- Difference between a quote Vs estimate- How much if any deposit should you pay- Handling paying for materials- Finding reliable builders and tradespeople through trusted trader lists- Setting ground rules with builders and effective communicationGuest Expert: Susan Francombe, also known as the Biking Building Barrister, is an experienced professional in the construction industry for over 30 years. With a background as both an engineer and a lawyer, she has developed a deep understanding of the intricacies of the field. With her vast expertise, Susan strives to provide valuable insights and guidance to clients in these area5 Top legal tips for property renovation | Trades without TraumaYOUR HOSTJulie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she's spent years studying and researching how stress affects our financial decision making.Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.Ebb & Flow Financial Coaching | Bree Wealth & Tax | InstagramCO-HOSTSEmily Pool is a Financial Planner and Will Writer. She is passionate about empowering people to invest their wealth (pensions and savings) sustainably and in line with their personal values. Michelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach. Sara Walker is a financial planner and financial coach with 33 years' experience in financial services. She wants all women to feel financially confident and uses her professional and life experiences to support and educate women over 40 so they in turn feel able to support and be role models for the younger women in their lives. Jennifer O'Neil is a mortgage and protection specialist and director of Athena Mortgages. Having been in the industry since 2014 Jennifer decided to set up a company in 2020 that suited her core values as a broker – integrity, service, honesty and continuous improvement. LinkedIn | Instagram | FacebookSupport the show✅ And if you enjoyed the show, please leave us a review.We genuinely love hearing your questions and feedback. So, email us a voice note womenandmoneycafe@gmail.com or via instagram with your thoughts and suggestions.
We've got such a cool episode for you this time! Listener Rachael joins us for this one to put her question to the panel: if you haven't got a business and your not sitting on hundreds of thousands of pounds, who do you go to for help understanding your pension, your Individual Savings Account, and for a general money MOT?Our answers covered a lot of ground on helping you find someone who will help you. From how to approach financial advisers, things to ask us, interpreting our websites (yeah, we know we're rubbish at this bit), to asking about fees.Websites mentioned:Money HelperRetirement Living Standards And check out episode 92 - Mapping your journey to retirement, where Julie & Michelle walk you through the maths of retirement planningYOUR HOSTJulie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she's spent years studying and researching how stress affects our financial decision making.Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.Ebb & Flow Financial Coaching | Bree Wealth & Tax | InstagramCO-HOSTSEmily Pool is a Financial Planner and Will Writer. She is passionate about empowering people to invest their wealth (pensions and savings) sustainably and in line with their personal values. Michelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach. Sara Walker is a financial planner and financial coach with 33 years' experience in financial services. She wants all women to feel financially confident and uses her professional and life experiences to support and educate women over 40 so they in turn feel able to support and be role models for the younger women in their lives. Jennifer O'Neil is a mortgage and protection specialist and director of Athena Mortgages. Having been in the industry since 2014 Jennifer decided to set up a company in 2020 that suited her core values as a broker – integrity, service, honesty and continuous improvement. LinkedIn | Instagram | FacebookSupport the show✅ And if you enjoyed the show, please leave us a review.We genuinely love hearing your questions and feedback. So, email us a voice note womenandmoneycafe@gmail.com or via instagram with your thoughts and suggestions.
In this episode we are joined by guest Naomi Smith from Saltire Financial. With years of expertise in business protection, Naomi sheds light on the crucial steps women in business need to take to ensure their financial well-being. Here's what you can expect from this informative and empowering episode:Importance of business protection in safeguarding family members and employees during challenging timesUnderstanding private medical insurance and executive income protection for limited companiesExploring group private medical insurance options for directors and employeesOverview of relevant life insurance and executive income protectionSole traders vs. limited companies Exploring shareholder and loan protection for seamless business continuity in case of illness or death Key person cover and its role in mitigating financial impact caused by the absence of a key person in the businessUnderstanding director's loans and their implications in case of a deceased directorGUEST EXPERT: NAOMI SMITH has always felt a strong passion for business protection. Understanding the significance and potential benefits it provides, she became determined to spread awareness about its importance. Naomi observed that many people lacked knowledge about the meaning, purpose, and offerings of business protection. Instagram | LinkedIn | FacebookYOUR HOSTJulie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she's spent years studying and researching how stress affects our financial decision making. Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.Ebb & Flow Financial Coaching | Bree Wealth & Tax | InstagramCO-HOSTSEmily Pool is a Financial Planner and Will Writer. She is passionate about empowering people to invest their wealth (pensions and savings) sustainably and in line with their personal values. Michelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach. Sara Walker is a financial planner and financial coach with 33 years' experience in financial services. She wants all women to feel financially confident and uses her professional and life experiences to support and educate women over 40 so they in turn feel able to support and be role models for the younger women in their lives. Support the show✅ And if you enjoyed the show, please leave us a review.We genuinely love hearing your questions and feedback. So, email us a voice note womenandmoneycafe@gmail.com or via instagram with your thoughts and suggestions.
In this episode of the Women & Money Cafe podcast, hosts Julie and Emily challenge conventional wisdom when it comes to spending money. They dive into the idea that you should only buy something when you have saved up for it, and explore the continuum of spending and saving. Here are some key points covered in the episode:- Julie and Emily share their personal experiences with spending money they don't have yet- Emily discusses her recent home office renovations and the dilemma she faced when deciding to make additional purchases for her business- They explore the concept of aligning spending with personal values and finding joy in certain purchases, like Julie's love for books- We also explore the idea of making conscious buying decisions and setting guidelines to avoid impulsive purchasesDiary of a CEOYOUR HOSTJulie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she's spent years studying and researching how stress affects our financial decision making.Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.Ebb & Flow Financial Coaching | Bree Wealth & Tax | InstagramCO-HOSTSEmily Pool is a Financial Planner and Will Writer. She is passionate about empowering people to invest their wealth (pensions and savings) sustainably and in line with their personal values. Michelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach. Sara Walker is a financial planner and financial coach with 33 years' experience in financial services. She wants all women to feel financially confident and uses her professional and life experiences to support and educate women over 40 so they in turn feel able to support and be role models for the younger women in their lives. Jennifer O'Neil is a mortgage and protection specialist and director of Athena Mortgages. Having been in the industry since 2014 Jennifer decided to set up a company in 2020 that suited her core values as a broker – integrity, service, honesty and continuous improvement. LinkedIn | Instagram | FacebookSupport the show✅ And if you enjoyed the show, please leave us a review.We genuinely love hearing your questions and feedback. So, email us a voice note womenandmoneycafe@gmail.com or via instagram with your thoughts and suggestions.
We've got Tanya joining us today to share a fab money mindset exercise. What to expect:
In this episode of the Women & Money Cafe podcast, hosts Michelle and Julie dive into the complex world of care home fees. Join them as they discuss key facts and strategies for managing the cost of care, including options for funding, negotiation techniques, and the potential benefits of annuities. Get expert advice on navigating the care system, as well as tips on working with financial professionals and understanding the thresholds for paying for care. Areas covered in this episode include:- Funding options for care, including self-funding and state benefits- The benefits and considerations of purchasing annuities for care funding- Negotiating care home fees and strategies for reducing costs- The importance of long-term financial planning and working with professionals- Understanding the thresholds for paying for care and fee increases- Exploring available state benefits, such as attendance allowanceYOUR HOSTJulie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she's spent years studying and researching how stress affects our financial decision making.Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.Ebb & Flow Financial Coaching | Bree Wealth & Tax | InstagramCO-HOSTSEmily Pool is a Financial Planner and Will Writer. She is passionate about empowering people to invest their wealth (pensions and savings) sustainably and in line with their personal values. Michelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach. Sara Walker is a financial planner and financial coach with 33 years' experience in financial services. She wants all women to feel financially confident and uses her professional and life experiences to support and educate women over 40 so they in turn feel able to support and be role models for the younger women in their lives. Jennifer O'Neil is a mortgage and protection specialist and director of Athena Mortgages. Having been in the industry since 2014 Jennifer decided to set up a company in 2020 that suited her core values as a broker – integrity, service, honesty and continuous improvement. LinkedIn | Instagram | FacebookSupport the show✅ And if you enjoyed the show, please leave us a review.We genuinely love hearing your questions and feedback. So, email us a voice note womenandmoneycafe@gmail.com or via instagram with your thoughts and suggestions.
We've got a feel good episode for you today. Inspired by Emily's story of helping a man having problems with his van.Want to learn more about the power of paying it forward? Check out these websites:1. Random Acts of Kindness Foundation - www.randomactsofkindness.org2. Kindness UK - https://kindnessuk.com thanks to Louise Talmage for this one3. Volunteer Match - www.volunteermatch.org4. Good news - thehappynewspaper.com shout out to Sarah Stephens for this bit of cheer5. Nominate someone who needs help - 52-lives.org thanks to Mel Abplanalp for this suggestion 6. The king of random acts of kindness courtesy of Mike Rothwell - Troy HawkeWe want to make kindness contagious. Have a listen and if you feel inspired to do something extra kind, we want to hear from you. Drop us an email at womenandmoneycafe@gmail.comYOUR HOSTJulie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she's spent years studying and researching how stress affects our financial decision making.Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.Ebb & Flow Financial Coaching | Bree Wealth & Tax | InstagramCO-HOSTSEmily Pool is a Financial Planner and Will Writer. She is passionate about empowering people to invest their wealth (pensions and savings) sustainably and in line with their personal values. Michelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach. Support the show✅ And if you enjoyed the show, please leave us a review.We genuinely love hearing your questions and feedback. So, email us a voice note womenandmoneycafe@gmail.com or via instagram with your thoughts and suggestions.
Suzanne Alexander is a Certified Financial Coach. She helps female business owners develop their mindset towards financial growth and stability. Her work empowers women to make informed decisions and take control of their finances.In this episode, Nikki and Suzanne talk about: How your mindset about money affects your life How do we overcome fears surrounding our experiences with money? Understanding your emotional reactions to unexpected situations. Recognising the value of what you bring to the table Why must you consider your emotions and personal values when making financial decisions?How have your childhood experiences shaped your mindset and relationship with money?The path to emotional healingIdeas to help you start sharing your knowledge with your audienceSuzanne's Offer:Embark on Your Journey to Financial Abundance with My Money Mindset Reprogram Course.In this program, I'll help you: Understand the gap between where you are now and where you want to beReshape your mindset, and replace limiting beliefs with empowering positive ones. How to be open to receiving financial successAnd more...Begin your journey to financial freedom!Learn More: MONEY MINDSET REPROGRAMSupport the showIf you loved today's episode, please subscribe and drop us a review! It's how we can keep the podcast going and growing with your favourite content! Connect with us! Facebook: WiseDomePodcast Instagram: @wisedomepodcast Website : wisedomepodcast.com **LOOKING FOR A PLATFORM TO HELP YOU SHARE CONTENT, BUILD YOUR MEMBERSHIP, AND TEACH YOUR COURSES?**DID YOU KNOW?!!Wisdome is also a Gold winner in the International Titan Awards for Best E-learning Platform? Check us out and learn more at https://wisdome.com.auSTART FREE HERE: https://offer.wisdome.com.au Discover the all-in-one place to share content, grow your community, deliver coaching programs, and teach life-changing courses! Learn how to start sharing your knowledge online, from planning your knowledge business and clarifying your message to building trust and growing your brand. Join us for special offers and unlock access to Wisdome – the all-in-one solution for managing your content. Register ...
Suzanne Alexander is a Certified Financial Coach. She helps female business owners develop their mindset towards financial growth and stability. Her work empowers women to make informed decisions and take control of their finances.In this episode, Nikki and Suzanne talk about: How your mindset about money affects your life How do we overcome fears surrounding our experiences with money? Understanding your emotional reactions to unexpected situations. Recognising the value of what you bring to the table Why must you consider your emotions and personal values when making financial decisions?How have your childhood experiences shaped your mindset and relationship with money?The path to emotional healingIdeas to help you start sharing your knowledge with your audienceSuzanne's Offer:Embark on Your Journey to Financial Abundance with My Money Mindset Reprogram Course.In this program, I'll help you: Understand the gap between where you are now and where you want to beReshape your mindset, and replace limiting beliefs with empowering positive ones. How to be open to receiving financial successAnd more...Begin your journey to financial freedom!Learn More: MONEY MINDSET REPROGRAMSupport the showIf you loved today's episode, please subscribe and drop us a review! It's how we can keep the podcast going and growing with your favourite content! Connect with us! Facebook: WiseDomePodcast Instagram: @wisedomepodcast Website : wisedomepodcast.com **LOOKING FOR A PLATFORM TO HELP YOU SHARE CONTENT, BUILD YOUR MEMBERSHIP, AND TEACH YOUR COURSES?**DID YOU KNOW?!!Wisdome is also a Gold winner in the International Titan Awards for Best E-learning Platform? Check us out and learn more at https://wisdome.com.auSTART FREE HERE: https://offer.wisdome.com.au Discover the all-in-one place to share content, grow your community, deliver coaching programs, and teach life-changing courses! Learn how to start sharing your knowledge online, from planning your knowledge business and clarifying your message to building trust and growing your brand. Join us for special offers and unlock access to Wisdome – the all-in-one solution for managing your content. Register ...
In this episode of Women & Money Cafe, Michelle and Julie dive into the topic of the state pension. You might have written the state pension off. Don't! It's a lot more valuable than you realise. We'll be breaking it down to help you understand its importance and how it fits into your retirement plan. No more confusion or uncertainty, just clear and valuable information.Topics Covered:- Overview of the state pension system before and after the April 2016 reforms- Accumulating National Insurance credits and qualifying years for a full state pension- Converting previous pension entitlements to the new state pension- The current state pension age and potential changes depending on your age- The significance of the state pension as a foundational element in retirement planning- Understanding the impact of inflation and the triple lock on state pension increases- How knowing your state pension entitlement helps in determining your retirement income- The value of National Insurance contributions in building future incomeResources:- Julie's guide to the state pension (if the link doesn't work drop me an email julie@breewealthandtax.co.uk)- State Pension Forecast: Log in screen for forecast- BR19: PDF to request state pension forecast by post- Government Gateway ID: Obtain your state pension details by logging into the Government Gateway portal. - National Insurance Contributions: Learn how your contributions play a vital role in securing your state pension.- Triple Lock Mechanism: Understand the benefits of the triple lock and its influence on state pension growth.YOUR HOSTJulie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she's spent years studying and researching how stress affects our financial decision making.Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.Ebb & Flow Financial Coaching | Bree Wealth & Tax | InstagramCO-HOSTSMichelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach. Support the show✅ And if you enjoyed the show, please leave us a review.We genuinely love hearing your questions and feedback. So, email us a voice note womenandmoneycafe@gmail.com or via instagram with your thoughts and suggestions.
To mark hitting the first 100 episodes of the podcast, we're pulling out the learning points from our favourite episodes. And a run down on what the most downloaded episodes have been.Emily was first up with how inheriting money can be a complex emotional challenge. Episode 50 was "I've inherited some money and I feel _____"Michelle loved episode 36 - Pension Jargon. In the form of a badly scored quiz, we gave you a run down on all the bizarre words you'll find in pension land.My favourite? Episode 31 - Career & Money with Giselle Galper. I loved the wisdom Giselle shared, especially her final tip on how to respond to that question "how are you". A huge thank you from me and the WMC team for listening and we'd love to know what your favourites have been.YOUR HOSTJulie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she's spent years studying and researching how stress affects our financial decision making. Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.Ebb & Flow Financial Coaching | Bree Wealth & Tax | InstagramCO-HOSTSEmily Pool is a Financial Planner and Will Writer. She is passionate about empowering people to invest their wealth (pensions and savings) sustainably and in line with their personal values. Michelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach. Sara Walker is a financial planner and financial coach with 33 years' experience in financial services. She wants all women to feel financially confident and uses her professional and life experiences to support and educate women over 40 so they in turn feel able to support and be role models for the younger women in their lives. Jennifer O'Neil is a mortgage and protection specialist and director of Athena Mortgages. Having been in the industry since 2014 Jennifer decided to set up a company in 2020 that suited her core values as a broker – integrity, service, honesty and continuous improvement. LinkedIn | Instagram | FacebookSupport the show✅ And if you enjoyed the show, please leave us a review.We genuinely love hearing your questions and feedback. So, email us a voice note womenandmoneycafe@gmail.com or via instagram with your thoughts and suggestions.
In this episode of Into Your Life podcast, we talk about financial well-being, money mindset and overcoming money traumas with Kim Uzzell, Financial Coach and Wealth Manager and Specialist Money Trauma Coach.
We have the protection legend and guru, Kathryn Knowles, with us for this episode talking income protection. In under an hour Kathryn is going to share everything you need to know about this really vital (but not talked about) part of the protection puzzle.Our favourite part? Kathryn's image of a cash machine in your front garden - which she is prepared to go to any lengths to protect - retinal image scans and baseball bats!Areas Covered:- Exclusions and changes in insurance policies- Maternity leave and insurance coverage- Impact of reduced hours on income protection eligibility- Mental health and musculoskeletal conditions in income protection insurance- Different premium options and their long-term costs- Occupation-related factors affecting insurance rates- Understanding income protection vs. unemployment cover- Tailoring income protection policies to individual needs- Difficulties in obtaining insurance and knowing the right questions to ask- Occupational risk ratings and their implications for coverage- Varying lengths and time limits for income protection coverage- Assessing the impact of mental health on insurance decisionsLiked this? Check out Kathryn's first appearance on the podcast in episode 74 - Everything you need to know about life insurance.Check out Kathryn's podcast (link below) where you'll find an answer to every question you might have about insurance. Really good resources if you have a specific health issue and you are wondering how insurers treat it.GUEST EXPERT: Kathryn Knowles is a specialist adviser for personal, business and group life insurance, critical illness cover and income protection, within the UK and internationally. Kathryn produces videos and a podcast that are used within the insurance sector, by charities and the general public, as a way to educate about ways to access insurance.Podcast | Twitter | Instagram | LinkedInYOUR HOSTSJulie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she's spent years studying and researching how stress affects our financial decision making.Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.Ebb & Flow Financial Coaching | Bree Wealth & Tax | InstagramMichelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach. Support the show✅ And if you enjoyed the show, please leave us a review.We genuinely love hearing your questions and feedback. So, email us a voice note womenandmoneycafe@gmail.com or via instagram with your thoughts and suggestions.
John Pajak is a Certified Financial Coach specializing in the Green Industry. You can contact him at https://www.johnpajak.com/He is also the host of the podcast Profits with Pajak.The Pest Control Millionaire Podcast is all about helping small business owners scale their lawn and pest companies by talking to experts in the service industry.For business coaching and mentorship, visit pestcontrolmillionaire.com.Send your business and entrepreneurship questions to info@pestcontrolmillionaire.com and we'll answer them on the show!Produced by Fisher Multimedia LLCFisherMultiMedia.com
Suzanne Alexander @Minsdul_finances is a retired Financial Planner and Certified Financial Coach. She combines her experience and technical knowledge to help people around the world achieve their goals and dreams by removing any blocks. In today's episode, we explain what money blocks are, I share mine (and I am always finding new ones) and most importantly, how to get rid of them! Stay updated & inspired... @SugarMammaTV – Money, budgeting, cashflow, motivation @CannaCampbellofficial – lifestyle, capsule wardrobe fashion, motherhood Tik Tok - https://www.tiktok.com/@sugarmammatv My Best Selling Books! The $1000 Project Book: booktopia.kh4ffx.net/DVqDMj Mindful Money: booktopia.kh4ffx.net/Xxrz5o My YouTube channel - over 500 bite size videos with over 12,000,000 views! https://www.youtube.com/c/SugarMamma www.SugarMammaTV.com Also, don't forget about my other podcast channel, "How Do They Afford That?" https://podcasts.apple.com/au/podcast/how-do-they-afford-that/id1644255235 ADDITIONAL GENERAL ADVICE WARNING: Whilst we discuss various financial topics, this podcast is not advice in anyway, but purely for educational purposes only. Nothing in this podcast is personal advice, investment advice or product advice. With any major financial decision, you must always do your own research, consider all the pros and cons, fees, caps, limits, costs, taxes etc. Always proactively educate yourself before making any major financial decision, consider your own financial goals, deadlines and risk profile. So please bear all of this in mind when listening to this podcast and please always speak to a Financial Planner when wondering what you should do to achieve your own financial goals and dreams. GENERAL ADVICE WARNING & FINANCIAL PLANNING LICENSE DETAILS: The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product. Canna Campbell is a Corporate Authorised Representative and Corporate Credit Representative of Wealthstream Financial Group Pty Ltd ABN 35 152 803 113 Australian Financial Services Licensee AFSL 412079.See omnystudio.com/listener for privacy information.
In this episode of Women & Money Cafe, join our hosts, Julie Flynn & Emily Pool, as they sit down with the energetic and inspiring Nicky Marshall to discover the secrets of finding your bounce in life. From skydiving to tackling wellness goals, Nicky shares her journey of self-discovery and wellbeing. Expect top tips on managing relationships, making healthy choices, and loads of small steps you can take today. This episode is a fun-filled, that will leave you feeling motivated and empowered.GUEST EXPERT - NICKY MARSHALL is an award winning, international speaker, best-selling author and entrepreneur. In life and business, we can experience set backs that can turn our world upside down. After recovering from a disabling stroke, Nicky knows what this feels like and the steps needed to rebuild and bounce back from any challenge.Discover your Bounce | Facebook Group | InstagramYOUR HOSTJulie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she's spent years studying and researching how stress affects our financial decision making.Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.Ebb & Flow Financial Coaching | Bree Wealth & Tax | InstagramCO-HOSTSEmily Pool is a Financial Planner and Will Writer. She is passionate about empowering people to invest their wealth (pensions and savings) sustainably and in line with their personal values. Michelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach. Sara Walker is a financial planner and financial coach with 33 years' experience in financial services. She wants all women to feel financially confident and uses her professional and life experiences to support and educate women over 40 so they in turn feel able to support and be role models for the younger women in their lives. Jennifer O'Neil is a mortgage and protection specialist and director of Athena Mortgages. Having been in the industry since 2014 Jennifer decided to set up a company in 2020 that suited her core values as a broker – integrity, service, honesty and continuous improvement. LinkedIn | Instagram | Facebook Support the show✅ And if you enjoyed the show, please leave us a review.We genuinely love hearing your questions and feedback. So, email us a voice note womenandmoneycafe@gmail.com or via instagram with your thoughts and suggestions.
Chris Grainger is a devoted husband, a father to three girls and one son. He's a Certified Financial Coach and works as an Engineering and Services Manager. While it sounds like he's living a great life, there was a point in time where his life was spiralling out of control, and he felt completely helpless. He now uses the storms of his own life to encourage others. WEBLINKS The Lion Within Us Website Facebook Instagram Twitter
We dive into the world of Christian men with Chris Grainger, founder of The Lion Within Us, and discuss how you can unlock your inner lion to find your true identity and purpose.In this episode, you will be able to:The positive power of community and mentorship among Christian menWhat it means to “be obedient to the Holy Spirit”How applying the Five F's framework to your life gives you a chance to evaluate how well you're living within our outside of work-life harmony and purposeSee how small acts of kindness can have a big impact on othersChris Grainger, Founder of The Lion Within UsChris Grainger works professionally as a manager with an engineering and services background in Raleigh, North Carolina. His journey of creating The Lion Within Us has been fueled by his desire to help others and glorify God with his life. He shares feeling blessed to be in several leadership positions in a professional and spiritual capacity. First and foremost, Chris is a devoted husband to a loving wife, “a true Proverbs 31 Woman” and the strongest person he knows. Together, they lead a family of three beautiful girls and one amazing son. He also currently serves as a deacon at his church and is a Certified Financial Coach. Chapters00:03:28 From #GirlDad to Raising a Son: A Father's Journey and the Birth of The Lion Within Us Podcast00:06:34 Ask Me Anything: The Monthly Event That's Taking The Line Within Us Community By Storm00:09:22 Breaking the Taboo: How an Online Community is Redefining What it Means to be a Godly Man00:14:19 Why These Men Are Rescheduling Their Schedules for a Zoom Meeting - The Power of Iron Sharpening Iron00:21:11 From Confusion to Clarity: A Life-Changing Conversation on the Gospel00:24:40 How One Question from a Stranger Led to a Life-Changing Moment00:28:34 Finding God's Voice: Why Spending Time in Nature and Community is KeyMost people aim for nothing in life and hit it with amazing accuracy. Measure It to Make It is a tool to help you identify what matters most in y our life and create the action steps to turn that dream into a reality. Go to BeyondTheRut.com/goals to download this free tool and make your own path beyond the rut today. Join Chief Excitement Officer Sha Sparks as she discusses the power of investing in people through leaders' experiences and helps you turn your trauma into triumph.Support the show
Catherine Morgan is a multi-award winning qualified Financial Planner and award-winning Certified Financial Coach who is on a mission to reduce financial anxiety and increase financial empowerment & resilience for 1 million people around the world. After almost losing her son to meningitis at 5 weeks old and spending years in debt shame cycles, she became determined to help others to release the guilt and shame they attach to money and change the financial services profession from one that is focused on products to one that is focused on behavioural and emotional change. As Catherine says, “the way we treat money is a mirror reflection of how we treat ourselves”She is host of the top 0.5% global podcast ‘It's not about the money', international author of the number 1 best selling book ‘It's not about the money' and founder of The Money Panel ®. I hope you enjoy listening to this conversation!LINKS:Follow Catherine on Instagram: https://www.instagram.com/catherinemorganmoney/Catherine's Website: https://www.catherinemorgan.com Listen to her podcast: https://catherinemorgan.com/podcast/Purchase her Book: https://www.itsnotaboutthemoney.com/free-book57789090Subscribe to her Youtube: https://www.youtube.com/catherinemorganmoney
This week Burke speaks with Marco Salinas, director of the Financial Recovery Center of San Antonio, President of 360 Consulting, and best-selling author is an expert on all things finances, and seeks to help people with poor credit scores. Marco co-wrote the Amazon Best Seller, The Small Business Banker: Your Blueprint for Building Business Credit and Taking Your Company Over the Tipping Point which serves as a training guide for small business owners to reach superior credit scores. After several "life setbacks," Marco committed to learning all the tricks of the trade when it came to finances and dug himself out of the financial grave. Working three jobs while raising a child, he worked himself out of his hole. The Big Time Talker is sponsored by Speakermatch.com.
What's poppin' New Agers. Welcome back to another great episode! This episode we have an amazing guest, Tiffany Burns. Tiffany drops so many gems on us regarding money mindsets and shares how her and her family pay off nearly 91K in consumer debt in THREE years! Tiffany Burns is a wife of ten years, mother of three, and the founder of the Lotus Legacy, a personal finance coaching business that focuses on helping people deprogram from inherited money stories and reframe their money mindset to help them go from financially stuck to financially stable. After growing up in a home where money management wasn't taught, Tiffany made many money mistakes in early adulthood and eventually found that she and her husband were $91,000 in consumer debt. They successfully paid that debt off in 3 years with focus and a new outlook on money. During her debt-free journey, Tiffany became immersed in personal finance and became a Certified Financial Coach and Mindset Coach to empower other women to change their relationship with money. Tiffany's Website: https://www.thelotuslegacy.co/membership Tiffany's Instagram: https://www.instagram.com/thelotuslegacy/?igshid=YmMyMTA2M2Y%3D Mom of the Week: Shalyce Instagram: @Shalycetyson Subscribe to our podcast on: Youtube: https://www.youtube.com/@newagemamaspodcast Apple: https://podcasts.apple.com/us/podcast/new-age-mamas/id1624965256 Spotify: https://open.spotify.com/show/6CbN5VVK1PY2uzcYA9jJF9?si=tnBCqDBIQriRL0-iJoJpdw&nd=1 Audible:https://www.audible.com/pd/New-Age-Mamas-Podcast/B0B1P3PXHP?action_code=ASSGB149080119000H&share_location=pdp&shareTest=TestShare
In this episode, we are rewinding to the Women's Wellness IG Live Series from March 2022 that I did with 5 AMAZING women talking about The Importance of Women's Wellness. We break our wellness down into 5 categories… Emotional, Health, Physical Health, Marriage, and Financial. Listen in as we talk about Financial Wellness with Tiffany Burns. Tiffany Burns is a Money & Mindset Coach, Wife, and Mother of Three living in Howard County, Maryland. After growing up in a home where money management wasn't taught, Tiffany made many money mistakes in early adulthood and eventually found that she and her husband were $91,000 in consumer debt. They successfully paid that debt off in 3 years. During her debt-free journey, Tiffany became immersed in the world of personal finances and became a Certified Financial Coach to empower and educate others on the mindset and proven methods to redefine their lives, so they enjoy more of their money now while creating legacies for their families and communities. Support the Slaying Self Doubt® Podcast with a small donation to help me to create new content and reach more people by Buying Me A Coffee Join the Slaying Self Doubt® Society Facebook Group If you are interested in purchasing ad space for your business on the Slaying Self Doubt® Podcast email me at info@philiciawallace.com Do you have a topic you would like for me to discuss on the show? Complete this form here Disclaimer: I may be an affiliate for products that I recommend. If you purchase those items through my links, I may earn a commission. You will not pay more when buying a product through my link. I only recommend products that I use and am genuinely interested in.
Welcome back to Don't Retire… Graduate! With Veterans Day coming up, we have a very special guest to talk about how she uses her own experience with finance and military service to serve the Veteran community. Dr. Ann James is a veteran of the U.S. Air Force, a Certified Financial Coach, and the CEO of Financial Freedom Battle Buddies, and is on a mission to help fellow veterans transform their financial well-being. We thank Dr. James and all her fellow veterans for their service and are proud to share her story with you today. In this episode we'll talk about: • Dr. Ann James's story of military service, single parenthood of a child of special needs, and how she found her passion for personal finance. • The importance of financial planning as a parent of a child with special needs. • The B.A.T.T.L.E. plan for financial freedom. • The loss of financial security many military families feel when they leave the service. • Necessary versus unnecessary debt. • The unique challenges that are faced by the military community and the challenges that come with working with the community. • Advice for military members who are still serving for transitioning out of the military. • What comes next and what Dr. James wants to be when she grows up. About Dr. Ann James Dr. Antoinette (Ann) James began her career as an enlisted member in the U.S. Air Force. Over her military career, she held numerous positions which included personnel administration and financial management. Upon earning her commission, she was responsible for executing multi-million-dollar operating budgets within the U.S. and overseas. After 21 years of proud service, she retired and went on to earn her Doctorate of Education. Currently, as a Certified Financial Coach and CEO of Financial Freedom Battle Buddies, Dr. Ann is on a mission to educate and equip military veterans on how to transform their financial well-being using her B.A.T.T.L.E method. She's been featured and cited on several platforms such as USA Today and the Penny Hoarder. In her free time, she enjoys traveling, reading and spending time with family and friends. www.drannjames.com Visit dontretiregraduate.com for a full transcript of this episode.
On this episode of the podcast, Roslyn talks with Tiffany Burns of the Lotus Legacy. Roslyn and Tiffany talk in detail about debt payment and increasing income. Tiffany's Information: https://www.instagram.com/thelotuslegacy/ Tiffany is a Money and Mindset Coach, Wife, and Mother of Three living in Howard County, Maryland. After growing up in a home where money management wasn't taught, Tiffany made many money mistakes in early adulthood and eventually found that she and her husband were $91,000 in consumer debt. With focus and a new outlook on money, they successfully paid that debt off in 3 years. During her debt-free journey, Tiffany became immersed in personal finance and became a Certified Financial Coach and Mindset Coach to empower and educate other women. Tiffany created the Lotus Legacy to help Black Moms reframe their money mindset and implement the personalized methods to improve their financial wellness and redefine their lives, so they enjoy more of their money now while creating legacies for their families and communities.
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