Podcasts about financial educator

In this episode of the Miko Love Podcast, host Kumiko Love speaks with Maya Corbic, a financial educator passionate about teaching kids about money. They discuss the importance of financial literacy in today's consumer-driven society, the impact of social media on children's spending habits, and effective methods for teaching financial concepts to kids of different ages.Maya shares her journey from being a first-generation immigrant to becoming a CPA and a financial educator, emphasizing the need for parents to be transparent about money and to instill good financial habits in their children. They also explore various allowance methods, the significance of investing for kids, and how to encourage saving over spending. The conversation concludes with success stories that highlight the importance of building confidence in financial literacy.EPISODE CHAPTERS>> 00:00 Introduction to Financial Literacy for Kids>> 03:02 Maya's Journey: From Immigrant to Financial Educator>> 06:10 The Importance of Financial Literacy in a Consumer Society>> 08:56 Navigating Social Media's Impact on Kids' Spending Habits>> 12:00 Teaching Financial Concepts to Different Age Groups>> 14:59 Allowance Methods: Balancing Work and Financial Education>> 17:58 Conversations About Money: Transparency with Kids>> 20:58 Investing for Kids: Starting Young>> 23:47 Encouraging Saving Over Spending>> 26:58 Balancing Financial Independence with Providing for Kids>> 30:10 Success Stories: Building Confidence in Financial LiteracyABOUT MAYAMaya Corbic, CPA, CA is the author of a kids' book "From Piggy Banks to Stocks: The Ultimate Guide for a Young Investor" and the founder of the Wealthy Kids Investment Club. Her popular Instagram account @teach.kids.money that has 171K+ subscribers inspires parents to raise financially independent kids.Her work has been featured in CBS News, NBC, ABC, Fox, CP24, etc.The Book, From Piggy Banks To Stocks, The Ultimate Guide for a Young Investor  https://amzn.to/41590KoThe Free 4-Step Cheat Sheet on How I Successfully Invest With My Kids https://www.wealthykids.club/4-step-cheat-sheetMy Wealthy Kids Investment Club https://www.wealthykids.club/About Kumiko:Kumiko Love is the creator of The Budget Mom, LLC, a national bestselling author of the book "My Money My Way," and an Accredited Financial Counselor.She is a dedicated mom of two boys, a passionate sourdough baker, and the proud owner of Pine Manor Naturals. With over 2 million followers across social media, Kumiko's expertise and approachable style have been featured in major media outlets such as Forbes, The New York Times, and Good Morning America. As the host of The Miko Love Podcast, Kumiko dives into the exploration of her own passions and a range of captivating topics, offering fresh perspectives and engaging discussions about life. She inspires millions to take control of their financial lives while embracing passionate living and life fulfillment. Thank you for being a part of our community! Contact The Miko Love Podcast Follow me on Instagram @mikolovepodcast Email me at kumiko@mikolovepodcast.com Thanks for listening & keep feeding your curiosity!

Guest, Doina Oncel, Founder, Financial Educator and Social Entrepreneur who is REVOLUTIONALIZING TEEN FINANCIAL SUCCESS

Dan Hill CFP®, AIF®, is a recognized Financial Educator, Best-Selling Author, Speaker, and Retirement Specialist who appears as a financial expert on CBS-Richmond's Virginia This Morning and has contributed to USA Today, Wall Street Journal, Forbes, and others.Dan is a Co-Author of the Amazon # 1 bestseller Retire Like a Shark, with Kevin Harrington, the original ‘Shark' from hit TV show Shark Tank.In his recent book release, Retire Abundantly, Dan explains how to separate facts from fiction in our dramatically changing retirement landscape. He'll provide answers to some of your biggest questions, and answers to questions most of us do not even know to ask.As President of Hill Wealth Strategies, Dan and his team, using the Predictable Personal Pension Process, have been providing families and businesses with innovative financial strategies, solutions and planning leading to financial clarity and security since 1998.Dan, and his wife, Susan, reside in Williamsburg, VA. Their oldest son, Derek, and younger son, Brett, and his wife, Sarah live in Richmond, VA with their two-year-old daughter, Landon. Dan has been an active member of the community with his involvement in Youth League and American Legion Post 39 baseball as a coach for twenty-seven years.Dan can be reached at (833) DAN HILLLearn more: https://hillwealthstrategies.com/This content is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales. Logos as displayed herein are not intended to imply any endorsement by the owners of such logos of Hill Wealth Strategies. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Hill Wealth Strategies and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Hill Wealth Strategies a Registered Investment Advisor in the State of Virginia. Insurance products and services are offered through D. R. Hill & Associates, Inc. Hill Wealth Strategies and D. R. Hill & Associates, Inc. are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Virginia or where otherwise legally permitted. Hill Wealth Strategies/D. R. Hill & Associates, Inc. and Daniel Hill are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Unauthorized use of the material is prohibited.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-dan-hill-cfp-aif-ceo-founder-hill-wealth-strategies-discussing-tax-free-retirement-solutions

Dan Hill CFP®, AIF®, is a recognized Financial Educator, Best-Selling Author, Speaker, and Retirement Specialist who appears as a financial expert on CBS-Richmond's Virginia This Morning and has contributed to USA Today, Wall Street Journal, Forbes, and others.Dan is a Co-Author of the Amazon # 1 bestseller Retire Like a Shark, with Kevin Harrington, the original ‘Shark' from hit TV show Shark Tank.In his recent book release, Retire Abundantly, Dan explains how to separate facts from fiction in our dramatically changing retirement landscape. He'll provide answers to some of your biggest questions, and answers to questions most of us do not even know to ask.As President of Hill Wealth Strategies, Dan and his team, using the Predictable Personal Pension Process, have been providing families and businesses with innovative financial strategies, solutions and planning leading to financial clarity and security since 1998.Dan, and his wife, Susan, reside in Williamsburg, VA. Their oldest son, Derek, and younger son, Brett, and his wife, Sarah live in Richmond, VA with their two-year-old daughter, Landon. Dan has been an active member of the community with his involvement in Youth League and American Legion Post 39 baseball as a coach for twenty-seven years.Dan can be reached at (833) DAN HILLLearn more: https://hillwealthstrategies.com/This content is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales. Logos as displayed herein are not intended to imply any endorsement by the owners of such logos of Hill Wealth Strategies. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Hill Wealth Strategies and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Hill Wealth Strategies a Registered Investment Advisor in the State of Virginia. Insurance products and services are offered through D. R. Hill & Associates, Inc. Hill Wealth Strategies and D. R. Hill & Associates, Inc. are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Virginia or where otherwise legally permitted. Hill Wealth Strategies/D. R. Hill & Associates, Inc. and Daniel Hill are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Unauthorized use of the material is prohibited.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-dan-hill-cfp-aif-ceo-founder-hill-wealth-strategies-discussing-tax-free-retirement-solutions

Dan Hill CFP®, AIF®, is a recognized Financial Educator, Best-Selling Author, Speaker, and Retirement Specialist who appears as a financial expert on CBS-Richmond's Virginia This Morning and has contributed to USA Today, Wall Street Journal, Forbes, and others.Dan is a Co-Author of the Amazon # 1 bestseller Retire Like a Shark, with Kevin Harrington, the original ‘Shark' from hit TV show Shark Tank.In his recent book release, Retire Abundantly, Dan explains how to separate facts from fiction in our dramatically changing retirement landscape. He'll provide answers to some of your biggest questions, and answers to questions most of us do not even know to ask.As President of Hill Wealth Strategies, Dan and his team, using the Predictable Personal Pension Process, have been providing families and businesses with innovative financial strategies, solutions and planning leading to financial clarity and security since 1998.Dan, and his wife, Susan, reside in Williamsburg, VA. Their oldest son, Derek, and younger son, Brett, and his wife, Sarah live in Richmond, VA with their two-year-old daughter, Landon. Dan has been an active member of the community with his involvement in Youth League and American Legion Post 39 baseball as a coach for twenty-seven years.Dan can be reached at (833) DAN HILLLearn more: https://hillwealthstrategies.com/This content is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales. Logos as displayed herein are not intended to imply any endorsement by the owners of such logos of Hill Wealth Strategies. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Hill Wealth Strategies and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Hill Wealth Strategies a Registered Investment Advisor in the State of Virginia. Insurance products and services are offered through D. R. Hill & Associates, Inc. Hill Wealth Strategies and D. R. Hill & Associates, Inc. are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Virginia or where otherwise legally permitted. Hill Wealth Strategies/D. R. Hill & Associates, Inc. and Daniel Hill are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Unauthorized use of the material is prohibited.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-dan-hill-cfp-aif-ceo-founder-hill-wealth-strategies-discussing-portfolio-asset-allocation

Dan Hill CFP®, AIF®, is a recognized Financial Educator, Best-Selling Author, Speaker, and Retirement Specialist who appears as a financial expert on CBS-Richmond's Virginia This Morning and has contributed to USA Today, Wall Street Journal, Forbes, and others.Dan is a Co-Author of the Amazon # 1 bestseller Retire Like a Shark, with Kevin Harrington, the original ‘Shark' from hit TV show Shark Tank.In his recent book release, Retire Abundantly, Dan explains how to separate facts from fiction in our dramatically changing retirement landscape. He'll provide answers to some of your biggest questions, and answers to questions most of us do not even know to ask.As President of Hill Wealth Strategies, Dan and his team, using the Predictable Personal Pension Process, have been providing families and businesses with innovative financial strategies, solutions and planning leading to financial clarity and security since 1998.Dan, and his wife, Susan, reside in Williamsburg, VA. Their oldest son, Derek, and younger son, Brett, and his wife, Sarah live in Richmond, VA with their two-year-old daughter, Landon. Dan has been an active member of the community with his involvement in Youth League and American Legion Post 39 baseball as a coach for twenty-seven years.Dan can be reached at (833) DAN HILLLearn more: https://hillwealthstrategies.com/This content is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales. Logos as displayed herein are not intended to imply any endorsement by the owners of such logos of Hill Wealth Strategies. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Hill Wealth Strategies and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Hill Wealth Strategies a Registered Investment Advisor in the State of Virginia. Insurance products and services are offered through D. R. Hill & Associates, Inc. Hill Wealth Strategies and D. R. Hill & Associates, Inc. are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Virginia or where otherwise legally permitted. Hill Wealth Strategies/D. R. Hill & Associates, Inc. and Daniel Hill are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Unauthorized use of the material is prohibited.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-dan-hill-cfp-aif-ceo-founder-hill-wealth-strategies-discussing-portfolio-asset-allocation

Dan Hill CFP®, AIF®, is a recognized Financial Educator, Best-Selling Author, Speaker, and Retirement Specialist who appears as a financial expert on CBS-Richmond's Virginia This Morning and has contributed to USA Today, Wall Street Journal, Forbes, and others.Dan is a Co-Author of the Amazon # 1 bestseller Retire Like a Shark, with Kevin Harrington, the original ‘Shark' from hit TV show Shark Tank.In his recent book release, Retire Abundantly, Dan explains how to separate facts from fiction in our dramatically changing retirement landscape. He'll provide answers to some of your biggest questions, and answers to questions most of us do not even know to ask.As President of Hill Wealth Strategies, Dan and his team, using the Predictable Personal Pension Process, have been providing families and businesses with innovative financial strategies, solutions and planning leading to financial clarity and security since 1998.Dan, and his wife, Susan, reside in Williamsburg, VA. Their oldest son, Derek, and younger son, Brett, and his wife, Sarah live in Richmond, VA with their two-year-old daughter, Landon. Dan has been an active member of the community with his involvement in Youth League and American Legion Post 39 baseball as a coach for twenty-seven years.Dan can be reached at (833) DAN HILLLearn more: https://hillwealthstrategies.com/This content is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales. Logos as displayed herein are not intended to imply any endorsement by the owners of such logos of Hill Wealth Strategies. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Hill Wealth Strategies and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Hill Wealth Strategies a Registered Investment Advisor in the State of Virginia. Insurance products and services are offered through D. R. Hill & Associates, Inc. Hill Wealth Strategies and D. R. Hill & Associates, Inc. are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Virginia or where otherwise legally permitted. Hill Wealth Strategies/D. R. Hill & Associates, Inc. and Daniel Hill are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Unauthorized use of the material is prohibited.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-dan-hill-cfp-aif-ceo-founder-hill-wealth-strategies-discussing-social-security-strategies

Dan Hill CFP®, AIF®, is a recognized Financial Educator, Best-Selling Author, Speaker, and Retirement Specialist who appears as a financial expert on CBS-Richmond's Virginia This Morning and has contributed to USA Today, Wall Street Journal, Forbes, and others.Dan is a Co-Author of the Amazon # 1 bestseller Retire Like a Shark, with Kevin Harrington, the original ‘Shark' from hit TV show Shark Tank.In his recent book release, Retire Abundantly, Dan explains how to separate facts from fiction in our dramatically changing retirement landscape. He'll provide answers to some of your biggest questions, and answers to questions most of us do not even know to ask.As President of Hill Wealth Strategies, Dan and his team, using the Predictable Personal Pension Process, have been providing families and businesses with innovative financial strategies, solutions and planning leading to financial clarity and security since 1998.Dan, and his wife, Susan, reside in Williamsburg, VA. Their oldest son, Derek, and younger son, Brett, and his wife, Sarah live in Richmond, VA with their two-year-old daughter, Landon. Dan has been an active member of the community with his involvement in Youth League and American Legion Post 39 baseball as a coach for twenty-seven years.Dan can be reached at (833) DAN HILLLearn more: https://hillwealthstrategies.com/This content is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales. Logos as displayed herein are not intended to imply any endorsement by the owners of such logos of Hill Wealth Strategies. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Hill Wealth Strategies and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Hill Wealth Strategies a Registered Investment Advisor in the State of Virginia. Insurance products and services are offered through D. R. Hill & Associates, Inc. Hill Wealth Strategies and D. R. Hill & Associates, Inc. are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Virginia or where otherwise legally permitted. Hill Wealth Strategies/D. R. Hill & Associates, Inc. and Daniel Hill are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Unauthorized use of the material is prohibited.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-dan-hill-cfp-aif-ceo-founder-hill-wealth-strategies-discussing-social-security-strategies

Shang Saavedra is a Financial educator and author of "Wealth is a Mindset". Together we chat about the emotional aspects of money, and how it is tightly tied to our emotional and mental health. We also dive into something I have never talked about before: The Financial Red Flags to look out for when dating! This is such a rich episode! I hope you enjoy!Thank you for being here! Episode Takeaways:How our wealth is tied to our mental and emotional health. What influences our spending habits. The value of replacing financial coping mechanisms with healthier behaviors, such as connecting with friends or engaging in self-care that doesn't involve spending.How to align our finances with our goals. What are some financial red flags to look out for when you start dating someone. Connect with Shang:Shang Saavedra is the Founder and CEO of Save My Cents, an influential personal-finance website and social-media platform. Saavedra teaches readers the key habits and behaviors needed to become less fearful of money and live life with joy. Saavedra was named one of the "25 Most Influential New Voices of Money" by TIME/NextAdvisor in 2022 and is an Expert Reviewer and Contributor at CNET Money. She received her bachelor's degree in economics from Harvard and her MBA from the University of Chicago Booth School of Business. Saavedra and her husband finished saving for their retirement by the age of 31 and now live a work-optional life in Southern California with their two boys and two cats.Connect with Shang:Website - https://savemycents.com/  Instagram - https://www.instagram.com/savemycents/  YouTube - https://www.youtube.com/@savemycents  LinkedIn - https://www.linkedin.com/in/shangsaavedra/Thank you for being here ❤️To book a 1:1 Session with me, please go here. If this podcast is a helpful resource for you, please share it with your friends, on social media, and leave a 5-star rating and review on Apple Podcasts and Spotify!Connect with me on Instagram for free tips, inspo: https://www.instagram.com/nadinezumot/ ~Podcast theme song by The Jilted Irony

In this video, I react to a heartfelt compilation of retirees sharing their biggest financial and life regrets. From the importance of saving early to the lessons learned from health and career decisions, these reflections offer valuable insights for anyone planning for their future. Discover the common mistakes retirees wish they could undo, like cashing out retirement accounts prematurely, neglecting health, or underestimating the challenges of retirement life. If you've ever wondered how to secure a regret-free retirement, this video is a must-watch. Let's learn from their experiences so we don't make the same mistakes. Whether you're just starting your career or nearing retirement, the wisdom in these stories can guide you toward a better financial future. Video credit to Business Insider watch it here: https://www.youtube.com/watch?v=hbMRv19SkXY&ab_channel=BusinessInsider LINKS

Business owners and entrepreneurs, listen here while we discuss Pillur, MSUFCU's new commercial brand that provides advanced digital tools and benefits for our business members. Podcast host and Financial Educator, Jessica Rubio sits down with Nicole Dilts, VP of Commercial Solutions in the latest episode of the Credit Union's podcast Wallet Watch, “Dream BIG with Pillur.” During this interview Nicole shares how Pillur will help create more robust options, increase access to more account needs for business members, and create more streamlined business lending options. Don't miss out, tune in now!

Happiness Solved with Sandee Sgarlata. In this episode, Sandee interviews Chi Dong. Chi is a seasoned Financial Educator and Certified Financial Educator (CFEd®) with a wealth of experience spanning various sectors and on a mission to combat financial illiteracy, a global crisis impacting billions worldwide. Currently, she lives in Plano, Texas, and is affiliated with HowMoneyWorks® (Click https://howmoneyworks.com/chidong to download the How Money Works e-book PDFs) and a Certified Financial Educator endorsed by Heartland Institute of Financial Education, In her current role, she educates individuals and organizations on financial wellness, empowering them to take control of their financial futures. He passion is to help empower business owners with financial solutions to secure financial future as well as providing high level solutions to retain key employees and minimize taxes. Previously, Chi honed her skills as a Restaurant Owner. One of the hardest roles to succeed in. She is indefatigable with a strong entrepreneurial spirit. Her experience in managing Asian/Fusion restaurants, helped build perseverance and equip her with invaluable negotiation and management skills. Driven by faith and conviction, Chi is passionate about inspiring breakthroughs and helping others achieve their best selves. Her diverse skill set and dedication to financial education make her a valuable asset to any organization or individual seeking to enhance their financial literacy and secure a brighter financial future.   Connect with Chi: linktr.ee/chidong Connect with Sandee: Website: www.sandeesgarlata.comPodcast: www.happinesssolved.comFacebook: www.facebook.com/coachsandeesgarlataTwitter: www.twitter.com/sandeesgarlataInstagram: www.instagram.com/coachsandeesgarlata

Host Cyrus Webb welcomes Financial Educator Jameica Miller to Conversations LIVE to discuss the importance of financial literacy and what she is doing to help others. 

In this episode of Bridging the Gap, Matt and Derrick Kinney dive into the power of emotional connection in financial advising. Derrick, known as "America's Financial Educator" and author of the bestselling book Good Money Revolution, is dedicated to helping people build wealth while living a meaningful life. He opens up about his personal journey, sharing how his childhood experiences of frequent relocations shaped his approach to relationships. His high school campaign for student body president taught him the importance of making people feel valued, a lesson that carried into his career as a financial advisor. Derrick highlights how caring about what matters to clients was key to building trust and success in his practice.The conversation shifts to the importance of truly understanding clients' emotional needs, not just their financial situations. Derrick shares how advisors can uncover underlying concerns by paying attention to patterns in client interactions and crafting stories that resonate with their emotions. This deeper connection fosters loyalty and trust, moving beyond the numbers to create lasting relationships. He also touches on his commitment to education and how it ties into his mission of making a larger impact on society.To stand out in a crowded market, Matt and Derrick stress the value of specialization, advising financial professionals to become experts in niche areas. They outline practical strategies to strengthen client relationships, like regular check-ins and personalized advice. The episode closes with powerful takeaways: practice boldness daily, inspired by Bohemian Rhapsody; use structured checklists for stability; incorporate charitable actions into your business; and always engage clients by focusing on their feelings and concerns to build genuine, lasting trust.More Content For Financial Advisors and Wealth Management FirmsYouTubeTwitterLinkedIn

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Send us a textIn this episode of The Mindfully Rich Podcast, I break down the stages of financial wellness: Financially Healthy, Financially Coping, and Financially Vulnerable. Drawing from her experience as a Financial Educator, she explains how high-income earners can unexpectedly slip from Financially Healthy into Financial Vulnerability due to life events such as job loss, medical expenses, or lifestyle inflation.I want you to understand critical strategies for avoiding and recovering from financial setbacks, including diversifying income streams, tightening budgets, and building emergency savings. Gina provides eye-opening statistics about how many high earners live paycheck to paycheck and actionable tips for long-term financial stability and recovery.Whether you're thriving or struggling financially, this episode will help you understand where you stand on the spectrum and guide you in making informed decisions to secure your financial future.Key Takeaways:Recognize your current financial phaseDiversify your income streamsLive lean, even when income increasesBuild and maintain an emergency fundInvest in your skills for long-term stabilityDon't miss out on strategies to rebuild and protect your financial well-being! Visit www.iammindfullyrich.com for more tips and to schedule your consultation with me!

Money anxiety is a beast. In this episode, I talk through 5 steps you can implement to manage money anxiety while in your job search. I share my experience growing up low-income and continuing to earn a low salary even after I got my master's degree, and how that led to making an “investment” decision out of desperation and lack of financial literacy. I talk about the lows that come with trying to make ends meet, and why being graceful with yourself if the absolute most important thing you can do while job searching.  Referenced Episodes:  76. Why Your Wellness is Essential to the Collective with Wealth Para Todos Founder Rita-Soledad Fernandez Paulino  43. From a Financial Mess to a Financial Educator with Mayra Alejandra Garcia of @DebtFreeLatina 92. Redefining Financial Freedom with Lizbet of @LizbetTalksMoney 79. Increasing Your 9-5 Salary with Your Transferable Skills Resources and Links How to Land a High-Paying Job: thefirstgencoach.com/freetraining  Private 1:1 Coaching: https://calendly.com/thefirstgencoach/discovery-call  Download your⁠⁠⁠⁠⁠⁠ ⁠FREE Resume Guide and Template⁠⁠⁠⁠⁠⁠⁠  Follow @⁠⁠⁠⁠⁠⁠⁠CarlaTheFirstGenCoach⁠⁠⁠⁠⁠⁠⁠ on Instagram --- Support this podcast: https://podcasters.spotify.com/pod/show/thefirstgencoach/support

Listen as the CEO of We Support Caregivers, Inc. LaSheena Renee McBride and Guest Tiniki Riddick, Credit Repair and Financial Educator, have a candid conversations about caregiving and credit. Contact Tiniki Riddick: TinikiRiddick@gmail.com or schedule an appointment: 757-237-7731 (DISCLAIMER: Caregivers and Candid Conversation Podcast is not a healthcare provider. Any health-related information or advice shared is for awareness and informational purposes only and should not be considered a substitute for professional medical advice, diagnosis, or treatment. Always seek the advice of your physician or other qualified health provider with any questions you may have regarding a medical condition or diagnosis). Hosted on Acast. See acast.com/privacy for more information.

In this episode of "Rebuilding After a Financial Crisis," we explore the emotional and practical steps single moms can take to recover from financial setbacks with our guest Tina Herdon from Tinker Federal Credit Union. Pam Kanaly and Mel Hiett talk openly with Tina about how important it is to navigate a financial crisis well for yourself and your children.  Tina began adulthood financially unprepared. In 2009, she realized the series of financial failures was not the path she chose to continue. That mindset change led her down a path of financial education and self-discovery. Today, she holds a BA in business from St. Gregory's University, a financial counseling certification, 15 years of financial education experience, and 10 years of lending experience. When not working, she enjoys watching documentaries, listening to books, and spending time with her friends, family, and cat, Jinxy. In 2022, she joined the Financial Empowerment team at Tinker Federal Credit Union (TFCU) as a Financial Educator.

Celebrating Powerhouse Women salutes and recognizes women who are making an impact, whether it's in business, philanthropy, public service, or elsewhere. Karen Zapp/HowMoneyWorks Karen Zappe is a Financial Educator for HowMoneyWorks. She’s also a former Naval Officer and she had a long career in engineering. HowMoneyWorks teaches people how money really works because it's not […]

Celebrating Powerhouse Women salutes and recognizes women who are making an impact, whether it's in business, philanthropy, public service, or elsewhere. Karen Zapp/HowMoneyWorks Karen Zappe is a Financial Educator for HowMoneyWorks. She’s also a former Naval Officer and she had a long career in engineering. HowMoneyWorks teaches people how money really works because it's not […]

‘Nothing in my 20-year career in a corporation prepared me to run a business.'Yes, being incredibly successful in a corporate job - even a place like Goldman Sachs - does not naturally mean you have all the skills and experience to launch a successful business.The rules of the game are completely different when you become a solopreneur.Listen to how Evelyn Poh, ex Goldman Sachs VP transitioned from a financially lucrative career at Goldmans to becoming a Financial Educator and Creator of The Financial Styling Academy.Why did Evelyn walk away from an established career to do what she does now?This episode will shed light on what it really takes to launch your business, why your purpose matters, and give you a different perspective on financial security and success.Evelyn is a financial coach who helps people build the lives they want without running out of money. She spent 20 years at Goldman Sachs working in London, Zurich and Tokyo, and qualified as a chartered accountant with the Institute of Chartered Accountants in England and Wales (ICAEW).Connect with Evelyn on LinkedIn: https://www.linkedin.com/in/evelyn-poh/

Founder of Hoops Finance, Media Finance Expert and Financial Educator, Funmi Olufunwa joins The Lead Ladies on Room 101 after nearly a year on to share  parental updates and more!Will Funmi stick to her previous pet peeves and keep them locked away or has she found a new perspective on school life?Follow Funmi on LinkedIn.Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.

As I shared earlier, I'm on a needed podcasting break, so I'm sharing some listener favorite episodes. This week's replay is “How to build a following, with TikTok influencer and financial educator Giovanna Gonzalez.” Giovanna Gonzalez is not only a TikTok influencer and financial educator, but she is also a soon-to-be author. During the Great Resignation, she quit her ten-year corporate career in financial services to pursue her true passion: teaching financial literacy to young adults. Since then, Giovanna has been featured in The New York Times, Fast Company, and Business Insider—and has hundreds of thousands of fans across the world—in just two years as a content creator. Giovanna's powerful book, Cultura and Cash, was released earlier this year and became a bestseller its first week. She has more than 150 positive reviews on Amazon and has been on fire in the media! It's been wonderful watching Gio's success. In this candid conversation, Giovanna and I discuss: How she left corporate to pursue being a full-time creator BTS on what it's really like to create content all day (hint: it's not what you think) How to build an engaged, loyal following on multiple platforms Why first-gen money advice should be different What it was like to win a $50,000 writing grant—and what she did afterward to be successful in completing her book The highs and lows of her book-writing process The journey we went on together (this was my favorite part—I teared up!) Get to know Giovanna: TikTok @thefirstgenmentor Instagram @gigithefirstgenmentor Website  Cultura and Cash: Lessons from the First Gen Mentor for Managing Finances and Cultural Expectations Follow me on: Instagram @stacyennis Facebook @stacyenniscreative LinkedIn Youtube @stacyennisauthor To submit a question, email hello@stacyennis.com or visit www.stacyennis.com/contact and fill out the form on the page.

Our first podcast episode to kick off with a love story!Join Rachael DeLeon and Dr. Mary Carlson as they sit down with Mike Lanway, CFP®, TSP expert, and self-proclaimed federal benefits "nerd." In this week's episode of Real Money, Real Experts, we explore Mike's unique personal and professional journey and uncover the invaluable lessons he's learned along the way. From ministry to personal finance, Mike has a heart for service and a passion for ensuring that federal employees understand what their benefits can do for them. He speaks about his journey as a financial planner, and how going through Money Management Essentials and the AFC certification has elevated his work with clients. Tune in for an engaging discussion on navigating career paths and finding your true calling. Don't miss out on this episode packed with wisdom and inspiration!Show Notes:02:23 It's (Mike + Lanelle's) love story, just say yes05:41 Mike's transition from ministry to financial services08:37 The perfect marriage between passion and purpose11:02 Lanway Companies' best move12:52 How education is the most important tool in your toolbox14:05 A behind the scenes look into being a business owner18:31 Mike's journey to the AFC 19:50 The value of the AFC21:38 Mike's ecosystem in the federal government space 24:06 Why your network is key in pursuing your passion 27:24 How you are the expert in your own life31:10 The power of prayer, trust, and peace of mind32:56 Mike's 2 centsShow Note Links: The Big Book of AA; Humility by Andrew Murray; Surprised By Joy by CS Lewis; The Bible All About CSRS, FERS and TSP, INC. – We are invested in your financial future. (allaboutfers.com) Datapoints Want to get involved with AFCPE®?Here are a few places to start: Become a Member, Sign up for an Essentials Course, or Get AFC Certified today! Want to support the podcast? We love partnering with organizations that share our mission and values. Download our media kit.

Welcome to the Business Legends Podcast! Today, we're excited to host Greg Lafferty! Greg is a Rocket Scientist-turned-Sales guy, Entrepreneur, Speaker, Real Estate and Financial Educator, Mentor, and Author... and it would be easier to list the things that Greg hasn't done! Check out Greg's Businesses: https://www.newlifedevelopers.com/ https://www.branchwealthpartners.com/ https://www.myplumbertoday.com/ https://canvenient.com/ Or connect with Greg here: https://www.linkedin.com/in/greg-lafferty-46764915/ Connect with us! Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.businessmarketingsolutionsgroup.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/BusinessMarketingSolutionsGroup⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/businessmarketingsolutionsgroup⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ …and don't forget to subscribe! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://podcasters.spotify.com/pod/show/business-legends⁠

To paint a more vivid picture on Google's announcement to build a new, high capacity subsea cable system that connects Africa and Australia is Founder and Editor at Techcentral Duncan McLeod who speaks to Bruce Whitfield. Bruce Whitfield is joined by Estimator at Jacobs Bros Boat Builders ,Taariq Jacobs who takes him on a cruise down memory lane on how him and his brothers started a luxury yacht business and how they have managed to keep afloat all these years. Financial Educator at Just One Lap Simon Brown joins Bruce Whitfield to speak on how Rand Merchant Bank aims to issue wildlife bonds to raise money for the conservation of African wild dogs and lions and how one can be apart of this.  See omnystudio.com/listener for privacy information.

Financial Educator at Just One Lap Simon Brown joins Bruce Whitfield to speakon how Rand Merchant Bank aims to issue wildlife bonds to raise money for theconservation of African wild dogs and lions and how one can be apart of this.See omnystudio.com/listener for privacy information.

Willie Leota is a Christchurch-based mortgage broker who is passionate about helping people achieve home ownership and wealth creation. Willie's pathway to his dream career has seen him work at various financial institutions in and amongst pursuing a rugby career in NZ and abroad. Interestingly, Willie and his wife also sold all of their belongings and headed to Samoa to volunteer with Samoa Victim Support Group and other ministries. LinkedIn: Willie Leota | LinkedInInstagram: instagram.com/willie_leota | www.instagram.com/pasifikahomebuyersThanks Willie!! 

Today on the show, three professionals join Adam to discuss all things student loans. Amy Lins is a Financial Educator at MMI, Adam Minsky is a Student Loan Attorney, and Zina Kumok is a Personal Finance Writer that specializes in student loans. Our three guests discuss loan repayment and forgiveness, how to apply for repayment initiatives, and the mental impact that student loans can have on the borrower.

We're talking about one of my favourite topics today, and that is numbers! Getting into the figures and finances of your business can seem scary but it's so important to dig into the numbers and know what you're looking at.  Joining me today is Accountant and Financial Educator, Liane Ranaboldo who helps business owners get confident with their finances. Lack of clarity around finances holds a lot of great businesses back so today we discuss how to understand what your numbers are telling you so you can stop playing it small. What You'll Learn In This Episode  - How to be proactive, rather than reactive when it comes to your business finances and which numbers to start tracking regularly.  - Why some business owners don't scale above the VAT threshold and why I'm sad to see so many people doing this.  - We all want to be tax efficient but are scared of getting it wrong. Liane shares how to be less fearful of HMRC and how to choose the right accountant for you.  - Why business decisions become easier when you can clearly see your profits and losses and how financial confidence will help you in many other areas of your business as well.  Resources:  - Join That Strategy Club - Find all of Liane's services at www.tilleysaccountancy.co.uk - Visit the website https://thatstrategyco.com/ - Follow me on Instagram @lisajohnsonstrategist - Follow me on Facebook @lisajohnsonstrategist - Join the discussion at @thefabulous5percent - Subscribe to my YouTube channel 

Meet Adalia Aborisade, The Financial Educator and Solo Travel Expert in Mexico City Adalia (originally from Houston, TX) talks shares why she chose the leave the USA, and why she's on a mission to empower women with the confidence to finance their move abroad and become financially free, all while living life on their own terms. Also In This Episode: How she landed a job abroad (and why she decided to take a 60% pay cut initially to Blaxit).The initial response from her 15-year daughter when Adalia informed her of her decision to move abroad.Her perspective on financial freedom, and the approach she took to achieve it. ...and so much more! Connect with Adalia: https://pickygirltravelstheworld.com/ Rate, Review & Share!   If this conversation resonated, please be sure to rate, review and share this episode! Unlock An Exclusive Extended Interview With Adalia: Upgrade your access by becoming a FRIEND OF THE SHOW and unlock bonus content, behind-the-scenes peeks, and more: https://blackexpatstories.com/support Follow us and join the convo on social: Instagram: https://www.instagram.com/blackexpatstories/ TikTok: https://tiktok.com/@blackexpatstories Make sure you're subscribed to our YouTube channel, so you won't miss another Black Expat Story!

Chris Fehr, CPA is a nationally recognized Financial Educator and Author, Speaker, Tax Reduction Specialist, and Wealth Planner, whom you may have seen on NBC, ABC, CBS, and FOX network affiliates. Chris is the Co-Author of Retire Abundantly and has spoken at institutions across the U.S., including Harvard Business Club and NASDAQ. As the Founder and CEO of Freedom Financial Group, LLC, and a Certified Public Accountant, he has been helping successful business owners, high-income executives and professionals reduce taxes to preserve, protect and pass on more wealth since 1994. His commitment is to help individuals, families, and business owners turn the money they would have otherwise paid in taxes into lasting family wealth.

Hola mi gente, I hope you are doing well! I have missed you, which is why I am excited to share with you our BONUS season 5 episode with the trailblazing Author herself, Giovanna González. Giovanna "Gigi" Gonzaléz, is a Financial Educator, Influencer, Speaker, Founder of The First Gen Mentor®, and a proud daughter of Mexican immigrants. Our author shares with us that, she did everything right. She went to college. Graduated with a “safe” degree. Got a stable corporate job with benefits.  But she still struggled with money. As the daughter of immigrants, she didn't get a blueprint on how to navigate finances. Gigi no clue how to pay down my $50,000 in debt and no matter what she did, she always felt like she was one emergency away from financial chaos.  So she turned to money books to learn how money worked. But what Gigi found was that most personal finance books are written by white male authors. Although they were helpful, they often made her feel overlooked and invisible.  They didn't speak to her Latino money values or talk about how to manage money with family in mind. Those books didn't represent the money experience growing up as a First Gen Latina who isn't just responsible for her own finances, but also the financial wellbeing of her family. Gigi's book Cultura & Cash is a culturally relevant money book that covers: How the First Gen starting line is different than our peers and what we can do to catch up and and take charge of our financial journey. How our cultura shapes our money experience, and how to unlearn immigrant money habits that keep us broke. How to confidently manage your money by implementing my First Gen Five framework, with a focus on peace of mind funds, budgeting, debt repayment, credit building, and long-term investing. How to factor financial support for family, how to set financial boundaries with loved ones, and how to prepare to help your parents with retirement. Follow here:

Justine opens by telling a gut-wrenching story about giving VERY honest, public feedback at her corporate job. This left her feeling vulnerable to being canned, but she got a lot of respect from others in her role. The wheels of change had started to turn, but they started turning in earnest when she attended a personal finance training session. That's when she started investing in index funds. Individual stocks and bonds followed. Justine then shares that she was once in an abusive relationship. She worked hard to overcome that trauma, and getting her finances in order was a big part of that. Interestingly, trading options reminded her of the emotion of that relationship. Then, the conversation transitions to Justine's work with her clients, like whether she's seeing any similar drives or goals. The first thing to do is remove the word perfect from your vocabulary. Next, they work together to examine their money mindset. A big thing up front is HONESTY. In short, when starting out you often need to lay the mental and financial foundations before you invest. There's up front work to be done. Then, Lauren and Justine transition to making the connection between physical and finance fitness. Again, Justine shows strength in the midst of vulnerability as she shares the story of when she moved her body to move past her abusive relationship. It's all about knowing yourself. Justine closes with words of encouragement. You will walk away from this episode feeling motivated to start or continue your journey. If you liked this episode, you'll also like episode 94 called What Even is Financial Coaching? About Justine: Justine De Peralta is a former teacher turned Financial Educator, I am on a mission to help women and DV survivors reclaim their confidence and become Money Smart, Body Strong! Connect with Justine: https://twitter.com/msfinancialfit https://www.instagram.com/missfinancialfitness www.justinedeperalta.com Connect with Lauren: https://twitter.com/AdultingIsEasy https://www.instagram.com/@adultingiseasyreal https://www.housemoneymedia.com/

Why do you buy what you buy? What is your relationship with money?Meet Tonya White!Tonya is a Financial Educator and Coach. She works individuals, professionals and families to reach their full potential. She works with clients to design and implement strategies to reach their financial goals in alignment with their values and what matters most.On this episode, Tonya explains the concept of Buyology and how we need to be careful of how we communicate about money.Key Points:- what belief systems do you have about money?- how was money communicated to you as a child?- how do you communicate with others about money?- using BUYOLOGY to craft a solution-based service / product- how to use Codebreaker AI- women vs men when it comes to messaging about money- creating messaging when there is information overload- choosing your niche- the SANDWICH Generation- does money really change who you at your core?...and so much more!Connect with Tonya:Website: https://tonya360.comAdditional Resources:"Quick Start Guide to Creating a Successful Mindset" by Tonya WhiteListen to the Podcast, subscribe, leave a rating and a review:Apple: Spotify: YouTube: https://www.youtube.com/watch?v=BCwzfOmdzQc

Hands up who is feeling stressed about the state of their finances, the economy or has no idea what any of it means? We both have our hands in the air! But thankfully the incredible Melissa Browne joins us on the podcast again to clear it all up.Mel isn't your typical finance person. Yes, she's an award-winning ex-accountant and ex-financial advisor but she's also a multi-millionaire (after having started with less than nothing in her early thirties) who is now a financial educator & best-selling author. Her training has helped thousands of people develop their own tailored financial mix of everything they need to place their energy into and nothing they don't so they can walk away from the financial merry-go-round they're on. Her passion is to increase the financial literacy of women and in doing so, to help create your financial confidence and your wealth.In this podcast we chat to Mel about:What on earth is happening in the current economic climate and her predictions for 2024How we can start 2024 feeling good financiallySome quick money saving tips when we feel like we are struggling and strategies for taming money anxietyHow we can save money on our grocery billSome of the biggest financial leaks that you might not have consideredTips to transition from a 2 income family to single incomeand so much more!Some other resources we mentioned include:Mel's Course - My Financial Adulting Plan5 Financial Goals for 2024Mel's last interview on the podcast, all about maternity leave and superannuationYou can connect with Mel on instagram or her website Today's episode was brought to you by Once Upon. Both Luka and Kate have been creating photo books using the Once Upon App for years, and love not only how simple and fun it is to create beautiful books, but also to bring your photos off your camera roll and into your home! To create your very own photo book today, just download the Once Upon app on your phone or tablet, and start adding photos – or collaborating on a book with family or friends.  When you're ready to order you can use the discount code boobtofood for 25% off (valid until 27th January 2024), and your order will be and shipped from Australia (or one of their other printing houses around the world if you're in a different country)! Visit onceupon.photo to find out moreFollow us on instagram @boobtofood to stay up to date with all the podcast news, recipes and other content that we bring to help make meal times and family life easier.Visit www.boobtofood.com for blogs and resources, to book an appointment with one of our amazing practitioners and more.Presented by Luka McCabe and Kate HolmTo get in touch please email podcast@boobtofood.com

Want to be more intentional with your money so you can use it to support your dream life? Listen to this episode to find out what Financial Educator, Michelle Onaka from Intentional Money Life, LLC. recommend your first five steps should be. 

Stock market is down. Cost of living is on the rise with no decrease in site. Today, even when we look at retirement, we have to wonder if it's even in the cards. Our guest today is here to help provide some assistance for everyone. Financial Educator licensed in 13 states and as an Independent Coach, Speaker, and Trainer. Troy Holt is a co-author of an Amazon Best Seller book and podcast host of Troy Talks. His passion is to empower & educate individual & small business owners on how money works to help them to accomplish their goals of wealth accumulation, wealth preservation & debt elimination. To find out more about Troy Holt, please visit:https://howmoneyworks.com/troyholthttps://www.facebook.com/profile.php?id=100065069647894https://www.linkedin.com/in/troydholt/ For more information and other valuable resources, make sure to subscribe, follow and visit our sites.  Website: https://www.thevoiceofmany.com Instagram: https://www.instagram.com/theevoiceofmany/?hl=en Twitter: https://twitter.com/TheVoiceofMany3 Facebook: https://www.facebook.com/The-Voice-of-Many LinkedIn: www.linkedin.com/in/the-voice-of-many-podcast-1417a81b7 YouTube: https://www.youtube.com/channel/UCMmouE4IqrsPG2gnaERlY Support the show

Natasha is the founder of Money with Confidence, where she serves as a Financial Educator and Coach. She is the co-host of Black and Brown Make Green, a financial empowerment podcast that she hosts with her husband, Damian. Her mission is to educate and inspire others to manage their money with confidence.Natasha holds a B.S in Elementary Education and Master's in Educational Technology. She spent 10 years in education with most of her time as an Elementary Teacher and Instructional Coach. She volunteers as a financial mentor with 3rd Decade. She does one-on-one coaching and money workshops empowering others to take control of their money. She is also a wife and mom of 2 young boys.------On the podcast we chatted about:-How she knew it was time to go from a SAHM to a Working Mom.-How she started helping others with their finances.-What every woman should know about money.-Importance of talking to your spouse about money prior to marriage .-Importance of leaving a legacy.AND SO MUCH MORE!!Tune in - listen and SUBSCRIBE and RATE 5 Stars!!!Please follow me:www.instagram.com/stayathomemomyeahrightwww.facebook.com/stayathomemomyeahright

In this down-to-earth episode, Wendy sits down with Natasha Carrillo, a Financial Educator and Coach, to chat all things women and money. No stiff suits or complicated jargon here – just a real conversation about why women need to take the reins when it comes to their finances, and how avoiding the topic isn't serving us!  Natasha breaks down the impact our upbringing has on our money mindset and shares some practical advice on how to shift those beliefs to feel more empowered about our cash. They tackle everything from why budgeting isn't a bad word to the secret to curbing emotional spending. So, if you're ready to kiss financial stress goodbye and step into your planning power, grab your coffee and tune in. Natasha's practical tips will make you realize managing your money isn't just for the suits; it's for every woman out there looking to make her wallet work for her midlife and retirement dreams.  To connect with Natasha and learn more about her work, check out her website at www.moneywithconfidence.com.

Episode 29- George AcheampongTo Join Donni's Mentorship Program, Actionable CEO: www.actionableceo.comTo Get Started As A Coach, Consultant or Course Creator: www.sixfigureedu.comWhether you're just starting your financial journey or looking to fine tune your existing moneymanagement, this episode is a must watch. George Acheampong's wisdom and actionableadvice will set you on the path to financial success!HOST: Donni Wiggins7 Figure Business Coach & Podcaster who is highly sought after in the space ofentrepreneurship and empowerment - helping her clients scale to 7 figures (and beyond)! She isthe co-host of Social Proof Podcast & the host of Full Transparency Podcast.GUESTS: George AcheampongGeorge is a thought leader in the area of finance and entrepreneurship. He is the Founder andManaging Partner of Capitalwize, LLC - A Financial Planning and Investment ManagementFirm. George works with aspiring & current 1st Generation millionaires to become legacyleavers for their family.Additionally, he is also the Founder of Melanin Money, the #1 brand for wealth builders of color.They create merchandise, targeted initiatives, and programming, with a mission of closing thewealth gap by 10%.Donni Wiggins on Instagram: https://www.instagram.com/donniwiggins_/George Acheampong Instagram:https://instagram.com/georgeacheampongjr?igshid=MzRlODBiNWFlZClick here to review the Full Transparency special notes & disclaimers:https://www.fulltransparencypodcast.com/disclaimer60442811Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Come and listen while Host Christina Spoletini interviews women who are helping others rediscover themselves and build confidence. #DivasThatCare  Angela is deeply committed to empowering individuals in their financial and homeownership journey. As a Mortgage and Certified Liability Advisor (offering services in the 49 US), Angela brings a comprehensive view to mortgage planning. She considers her clients' complete personal and financial picture, ensuring they make informed decisions and feel confident about how they navigate their financial and homeownership choices. Her experience in the financial industry began as a financial professional after graduating from Colorado State University with a Speech and Communications degree, followed by various roles in real estate, real estate investing and residential and hard money lending. Angela is also a dedicated Financial Educator, committed to providing unbiased financial education with an emphasis on the mindset and personal relationship with money. Colorado-born, Angela is a proud mother and wife, always aiming to show love, compassion, and guidance to those she is honored to serve. She firmly believes that with proper guidance and support, financial well-being and independence is achievable for anyone. FB- https://www.facebook.com/angelamccaffreylo/ LI- https://www.linkedin.com/in/angelamccaffrey/ IN- https://www.instagram.com/ajmccaff/ TW-https://twitter.com/AngelaMcCaffLO

In this episode of The Remote CEO Show, I had the pleasure of interviewing Rory Douglas. Rory is a Financial Educator, High-Performance Life Coach, and an International Best Selling Author. He has over 25 years of experience in the Financial Industry. Today, he supports individuals in answering the questions: “Who Am I, What do I want, and How do I get it? Rory is a Master Coach who combines life coaching with the principles of spiritual psychology. He is the Best Selling Author of the recent book "Cracking the Rich Code", and also the author of books like “Fear to Freedom”, “The Power to Get Wealth: No Money Required” and “Artificial Intelligence”.  

This week's podcast guest (one of my former students!) has learned how to capture attention, grow an audience, share her opinion, and use her platform—now hundreds of thousands of people—to influence for good. Giovanna Gonzalez is not only a TikTok influencer and financial educator, but she is also a soon-to-be author. During the Great Resignation, she quit her ten-year corporate career in financial services to pursue her true passion: teaching financial literacy to young adults. Since then, Giovanna has been featured in The New York Times, Fast Company, and Business Insider—and has hundreds of thousands of fans across the world—in just two years as a content creator. Giovanna's powerful book, Cultura and Cash, will be out in January 2024. In this candid conversation, Giovanna and I discuss: How she left corporate to pursue being a full-time creator BTS on what it's really like to create content all day (hint: it's not what you think) How to build an engaged, loyal following on multiple platforms Why first-gen money advice should be different What it was like to win a $50,000 writing grant—and what she did afterward to be successful in completing her book The highs and lows of her book-writing process The journey we went on together (this was my favorite part—I teared up!) Learn how to capture the attention of hundreds of thousands of people—and make an even bigger impact with a book. Get to know Giovanna: TikTok @thefirstgenmentor Instagram @gigithefirstgenmentor Website thefirstgenmentor.com Sign up for book updates: thefirstgenmentor.com/my-book Learn more about my Idea-to-Draft Accelerator and Author Mentorship program here. Follow me on: Instagram @stacyennis Facebook @stacyenniscreative LinkedIn Youtube @stacyennisauthor To submit a question, email hello@stacyennis.com or visit www.stacyennis.com/contact and fill out the form on the page.

Have you ever? • Gotten Paid and realized the check was spent before it hit your account? • Wanted to qualify for a purchase, but found your credit score anchored to your past • Wondered if you and your spouse would be together until DEBT did you part If you answered yes to any of these questions, Income Shifting is for you! Richard Hardon is a Business Transformation Expert, specializing in the innovative use of systems, strategies and solutions to help enterprises and individuals get from where they are to where they want to be. Born and raised in Atlanta, Georgia, Richard received his formal training at Duke University where he received Dual Degrees in Electrical Engineering and Computer Science. After Completing his formal education he's earned advanced degrees and REAL EDUCATION from UHK, the University of Hard Knocks. At the center of this Hard Knocks Education was the fact that Personal Financial Success Topics were not taught in schools. In the path to Financial Literacy Richard discovered the importance of discipline, budgeting and leverage in the creation of Cashflow. Always looking for strategies to help ordinary working people develop practical strategies to understand and achieve wealth. Richard is one of the leading advocates of the Income Shifting a set of strategies designed to put more of your money into your pockets so that your money makes more money. He's partnered with a team of experts who help Reduce Taxes, Debt and Expenses, Generate Passive Income, Establish Trusts and Wealth Accumulation Strategies like Private Banking. A one stop shop for the Ultimate Cashflow System. As a Speaker and Motivator he has been recognized Internationally by Toastmasters International and the National Speakers Association as one of the top 5 Georgia Speakers for more than a decade. Many companies, social and business groups around the Country, have been motivated by his message of untapped power in each person. Richard is noted for his energetic style and passionate sincere delivery. Today Mr. Hardon will share some key components of his Financial Fitness Regimen to help us Get our Financial Houses in Order through the Power of Income Shifting. Help me welcome Financial Educator and Business Success Coach ….Richard Hardon. What You Will Learn: Who is Richard Hardon? How did he decide to enter the Reral Estate industry? You need to form a team and strategy to elevate your cashflow. Becoming a business owner teaches you to become income control. Time is money. Have a community that talk about money, ideas, cash flow and assets.  Nobody can help everybody but somebody can help somebody. Richard shares how he can be contacted. Additional Resources from Richard Hardon: Website: http://massivepassivecashflow.info/ Phone: +1 (770) 312-2323  Email: rick@powerbuildersteam.com LinkedIn: https://www.linkedin.com/in/richardhardon/ Facebook: https://www.facebook.com/richardhardon YouTube: http://www.youtube.com/user/rickpowerbuilder Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW!   Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

Eduek Brooks is the founder of Two Sides of a Dime, which is a financial literacy platform focusing on making personal finance easy to digest and seamless to implement. I met Eduek in the Trauma of Money program and hired her to help me with my own personal finance journey. I love the way she combines practical advice and tools with the psychology behind money habits. Eduek has had an incredible impact on my relationship with money and I am so excited to introduce her to you today! In this conversation, we talk about the ways that our financial systems here in North America are designed to encourage and incentivize us to acquire more debt. Eduek shares her own journey with debt and some of the ways she was able to pay off $47,000 in 20 months! She also gives some insights into patterns that may stem from childhood, and how awareness is the key to intentional spending. Follow her on Instagram @twosidesofadime to learn more about the resources she has to offer.   Connect with Eduek Eduek is an Engineer, Financial Educator, Trauma of Money Certified Coach and Founder of Two Sides of a Dime, a Financial Literacy platform dedicated to making personal finance easy to digest and seamless to implement.   Eduek is passionate about equipping women with the tools they need to achieve financial freedom and build long-lasting wealth without giving up on the things they enjoy.   Instagram: www.instagram.com/twosidesofadime/ Website: https://www.stackmydime.com/ Spirit School Links The Initiation Spring 2023 (Register until May 18!): https://www.squamishmedium.com/mediumship-foundations The Initiation 2.0: Advancing Mediumship Development: https://www.squamishmedium.com/mediumship-advancement Spirit School Collective: https://www.squamishmedium.com/spiritschoolcollective Join us on the FREE Spirit School platform: https://myspiritschoolcollective.com/plans/ Visit Spirit School at https://www.squamishmedium.com/ for all courses and upcoming programs View full transcripts of podcast episodes at https://www.squamishmedium.com/blog   In this episode: Eduek's journey began with paying off $47000 of personal debt as an immigrant to Canada It was difficult to find consistent information about credit that applied to Canadian finances Eduek is passionate about making this information easy to understand and implement Her financial philosophy is to balance security with enjoying your life She always wanted to be a teacher but knew it didn't pay well so she chose engineering Teaching is one of Eduek's strongest gifts and people have always asked her for help Clients say that their financial advisors haven't broken things down as well as her Eduek leveraged her engineering background and love for teaching and financial literacy In Nigeria, the culture was that people worked to build their homes and it took time to save cash Coming here, the culture of incurring debt instantly for cars and houses was surprising All of her personal debt came from being here in Canada Other countries don't use credit as much and loans are based on income The finance industry is the strongest industry in Canada and we're incentivized to borrow Credit cards give a false sense of security and small purchases over budget add up We get used to using our credit card as part of our income The system makes it so easy for you to have access to money, and live above your means You make irrational decisions with money when you're stressed out about debt We cannot fathom not getting the things we want because of instant gratification Stores make money off of their credit cards and financing Growing up, Eduek had what was needed and what there was money for People want more than they grew up with, but before they can afford it We either mirror what our parents did or do the opposite After not being able to use cash in the pandemic, we started using credit cards again Customers also now pay for credit card processing fees instead of the store We don't question what we're charged or check our receipts for discrepancies We're taught to get careers that pay well but aren't taught how to manage finances  Eduek had $47000 of consumer debt and had to look at the root cause She had the knowledge of what to do, but wasn't implementing them If you don't address the psychological relationship, you'll go in debt again Knowing your spending triggers, like stress, can help you from jeopardizing budgets Eduek would buy things for her home, and then return them out of guilt Having a self care budget prepares you for times of stress Debt is emotional so focusing on the debt that causes the most pain is a priority Eduek didn't use a credit card for two years to show that you don't need it She also stopped buying clothing and shoes for that time period The accountability of sharing on Instagram helped for motivation By reallocating money, I've been able to save for an emergency fund and pay off debt The most important thing is to be intentional with your spending and track it Having a budget makes you aware of what you are sacrificing for if something comes up Ask yourself why you want to become more financially stable or have freedom? Making informed decisions takes the guilt out of spending your money The first step is to sit down and document what is coming in and going out monthly

Financial Educator and New York Times Best Selling Author of Get Good with Money, Tiffany Aliche joins Leah Smart to talk about how to repair your relationship with money, why letting go of financial shame can be healing, and why learning your core values can help you better choose how to intentionally use it. Follow Leah on LinkedIn Follow Tiffany on LinkedIn Learn more on The Budgetnista

This was an interview from my Crypto Podcast and we went down the Financial planning hole that I believe is worth knowing. Daphne Jones, Bitcoiner, Financial Educator, and podcaster is helping GenX women design their version of Financial independence. All Episodes can be found at www.thecryptopodcast.org Podcast Coaching + All Social Media + Donations link https://bio.link/podcaster Our Facebook Group can be found at https://www.facebook.com/thecryptopodcast ======================== About my Guest: Financial independence is a hot topic these days, and there are many different paths to take to get there. Daphne Jones, Bitcoiner, Financial Educator, and podcaster is helping GenX women design their version of Financial independence. She believes that through investing and entrepreneurship, GenX women can grow their wealth. Her podcasts are the perfect way to share her message and inspire others to take control of their finances. Bitcoin is often seen as a risky investment, but Daphne has faith in its long-term potential. She sees it as a way for GenX women to take charge of their retirement planning and create a nest egg that will last them a lifetime. And with life insurance as another key component of their financial independence plan, she's helping her listeners build a solid foundation for their future. What we Discussed: - Bitcoin and who she think created it - The Money Fraud - Mining and how the energy can be used - The Wallet Daphne recommends - Exchange for Bitcoin - Cashing in your Crypto - Regulation - Bitcoin Transaction Fees - FTX Corruption - IRA's backed by Bitcoin - Financial Planning - The dark side of Pensions and Life Insurance Companies - Accidental Death Benefit - Her Podcasts and more How to Contact Daphne: linktr.ee/thesmartmoneychick https://www.instagram.com/thesmartmoneychick/ https://www.facebook.com/tsmchick https://www.youtube.com/watch?v=-xOt1Hrq4Zs More about Roy: Activation Products + my other Services https://www.awakeningpodcast.org/store/ All Podcasts + Coaching and Social Media https://bio.link/podcaster https://awakeningpodcast.org/ Donations  https://www.awakeningpodcast.org/support/

Guest Marc Russell is the creator of BetterWallet, where he teaches families all around the world how to make money work for them through practical investing. His journey began as a foster child for 13 years. He was eventually adopted by a low-income family who prioritized education. Marc then self-funded his college education (Penn State) and then climbed the ranks at some of the largest financial institutions in the world. While excelling in his Wall Street career, Marc struggled with his own finances, living paycheck-to-paycheck with $80,000 of debt. He is now debt-free. Grab Marc's Bulletproof Investing Checklist Learn more about your ad choices. Visit megaphone.fm/adchoices