Podcasts about money circle

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Best podcasts about money circle

Latest podcast episodes about money circle

The Dentist Money™ Show | Financial Planning & Wealth Management
#540: The Summit Experience: Women's Money Circle Takeaways

The Dentist Money™ Show | Financial Planning & Wealth Management

Play Episode Listen Later Jul 24, 2024 55:45


Why does money evoke such deep emotions? Discover what participants in the Women's Money Circle, held at the recent Dentist Money Summit, learned about their relationship with money and why incorporating personal values into financial decisions brings clarity. On this Dentist Money Show, Matt, Victoria, Lauren, and Productive Dentist Academy's Christine Uhen, share their experiences at the Women's Money Circle. Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.  

Shine Love & Light On
48 | How to love your money with Megan Christie, Money behaviour mentor and Certified Money Coach

Shine Love & Light On

Play Episode Listen Later Feb 19, 2024 59:10


What's your relationship with money? Do you love and embrace money? How can you love the money you have - regardless of the amount? In this episode I talk with Megan Christie, a Money Behaviour Mentor & Certified Money Coach to explore ways you can love your money. Tune in to hear us discuss: What is it about money that turns her on where we learn our beliefs about money The two sides/aspects of money The power of fear & scarcity Noticing generational money habits and lessons How women haven't had money role models and been shown how to manage money The meaning we attach to money Judgement around money Questions you can ask yourself to help raise awareness of your money beliefs How to move past your money beliefs Neutralising the emotion around money The importance of feeling safe and getting our needs met Understanding energy and your nervous system  How you can face your money fears How you know what is enough The importance of understanding how you want to feel around money The biggest money risks for women The female caring economy penalty The confronting fact that the face of poverty is a 55 year old female in Australia Women at the decision making table References: 'It's Not My Money' by Tosha Silver You can connect with Megan on  LinkedIn www.meganchristie.com.au hello@meganchristie.com.au https://www.instagram.com/meganchristie_moneycoaching Book a seat in our Money Circle in Inner East Melbourne on 5th March, 7-9pm via Eventbrite https://www.eventbrite.com.au/e/money-circle-with-megan-christie-money-behaviour-mentor-coach-tickets-844664071977

Smart Money Circle
Calix CEO ($CALX) -Michael Weening Smart Money Circle Interview - Success Is About People

Smart Money Circle

Play Episode Listen Later Jan 17, 2024 29:43


Guest: Michael Weening President and Chief Executive Officer at Calix (Ticker: $CALX) Website: https://www.calix.com/ Bio: President and Chief Executive Officer Michael was promoted to president and CEO of Calix in September 2022, and is a member of the Board of Directors. He brings more than 20 years of experience leading growth, strategy and transformation to his role as President and CEO. Michael most recently served as the Company's President and Chief Operating Officer since January 2021. Michael joined Calix from Salesforce where he served as the senior vice president of Global Customer Success and senior vice president, Japan and Asia-Pacific Customer Success, Services and Alliances. Over the span of his career, Michael has held executive positions in North America, Europe and Asia. Previously, Michael held leadership roles at Bell Mobility in Canada, where he was vice president of business and consumer sales. Michael also held sales leadership roles at Microsoft, in Canada and the United Kingdom. Michael holds a Bachelor of Arts in Business Administration, from Brock University supported by ongoing executive education at Queens, Wharton and USC. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

Smart Money Circle
Smart Money Circle Interview: Mark Adams, President and CEO of SGH Corp ($SGH)

Smart Money Circle

Play Episode Listen Later Aug 18, 2022 47:55


Mark Adams, President and CEO of SGH Corp ($SGH). Mark brings extensive experience and expertise in leading technology companies with a clear vision and focus on execution. Whether at the helm of a major developer of LED light engine technology or the global leader of memory solutions, Mark's management style is characterized by a team-first approach with an emphasis on results. Since joining SGH in 2020, he has set into motion its transformation toward a holding company with continuous investment in the long-term success of its businesses. Mark's previous companies include Lumileds, Micron Technology, Lexar Media, Creative Labs and NCR Corporation. He currently serves on the boards of Seagate Technology and Cadence Design Systems. His alma maters include Boston College (BA, economics) and Harvard University (MBA). Website: https://www.sghcorp.com/ --- Support this podcast: https://anchor.fm/smartmoneycircle/support

Smart Money Circle
Smart Money Circle: Adam Sarhan Interviewed Scott St. Clair From Investor's Business Daily

Smart Money Circle

Play Episode Listen Later Aug 10, 2022 42:24


Today's Smart Money Circle Guest Is Scott St. Clair, the premium product group manager at Investor's Business Daily (IBD). Scott St. Clair joined the MarketSmith education team as a Product Coach in 2010. In 2021, Scott was promoted to Manager of the Premium Product Group at Investor's Business Daily. Scott began his career as a stockbroker in 1994. In 2008, he became a founding partner at Channel Islands Capital, managing a small hedge fund. His 25+ years of investing experience are complemented by his education, which includes a B.S. from University of La Verne and an M.B.A. from the University of California, Irvine. Learn more at Investors.com --- Support this podcast: https://anchor.fm/smartmoneycircle/support

Money Circle
Why Doesn't Paying Your Rent Improve Your Credit Score?

Money Circle

Play Episode Listen Later Jul 18, 2022 28:59


Related Links:PiñataFollow Piñata on InstagramLearn more about Lily--Lily Liu's career started out by straddling the lines of technology and government founding PublicStuff, which she sold to Accela which was then acquired by Berkshire Partners. As the CEO of Piñata, Lily has brought to life her vision of creating financial equality for renters. In 2017, she was recognized as Forbes' 30 under 30 Top Entrepreneurs and Business Insiders' People to Watch. Her entrepreneurial leadership allows Lily to address glaring systemic issues in the financial and real estate industries. Learn more at www.lily-liu.com.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie's dear husband, Dan Rader.

Money Circle
How To Be Competitive In The Current Homebuying Market

Money Circle

Play Episode Listen Later Jun 6, 2022 20:25


Related Links:RedfinRedfin Real Estate NewsFollow Daryl on TwitterFollow Redfin on TwitterConnect with Daryl on LinkedIn--Daryl Fairweather is the chief economist of Redfin. Prior to joining Redfin she was a senior economist at Amazon working on problems related to employee engagement and managing a team of analysts. During the housing crisis, Daryl worked as a researcher at the Boston Fed studying why homeowners entered foreclosure. Daryl received her Bachelor's of Science from the Massachusetts Institute of Technology and received her Ph.D. and Master's degrees in economics at the University of Chicago where she specialized in behavioral economics.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie's dear husband, Dan Rader.

Money Circle
How To Build And Improve Your Credit With Limited Credit History

Money Circle

Play Episode Listen Later May 23, 2022 27:21


Related Links:DigitSelfCredit StrongChimeDigital Federal Credit UnionConnect with Snigdha on LinkedInFollow Digit on InstagramFollow Digit on LinkedInFollow Digit on Twitter--Snigdha Kumar is the head of product operations at Digit. Snigdha has spent a majority of her professional life working on increasing financial health for the underserved communities. Her research on better alternatives to high cost lending has been published by Wall Street Journal and Harvard Business Review. She got her Master's from Harvard University and her thesis focused on driving adoption of savings strategies among low income wage workers.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie's dear husband, Dan Rader.

Money Circle
How Couples Can Manage Their Finances Together

Money Circle

Play Episode Listen Later May 9, 2022 29:15


Related Links:Sign up for Qapital--Co-Founders and Co-CEOs Katherine Salisbury and George Friedman had a growing family, and growing money stress. Keeping track of their finances from a traditional joint account proved impossible.They needed a joint overview of all their finances, and they wanted to automate how their money moved to savings, investments, bills and spending accounts – but neither was possible with their bank setup. The idea for Qapital was born.World-renowned behavioral economist Professor Dan Ariely joined soon after, and the team started building a suite of smart money tools that put people's goals back at the heart of the way they bank. Today, Qapital combines behavioral science and the power of automation to help individuals and couples find money happiness and reach their life goals.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie's dear husband, Dan Rader.

Smart Money Circle
Smart Money Circle: Adam Sarhan Interviews Sharon Price John–President & CEO Build-A-Bear Workshop®

Smart Money Circle

Play Episode Listen Later Apr 12, 2022 42:44


Adam Sarhan interviews Sharon Price John – President and CEO Build-A-Bear Workshop® in Q1 2022 for timeless advice on how to live a great life. This episode is packed with timeless advice that just about anyone can benefit from. --- Support this podcast: https://anchor.fm/smartmoneycircle/support

Money Circle
How to Change Your Money Story for the Better

Money Circle

Play Episode Listen Later Apr 11, 2022 40:55


Related Links:Smart Gets PaidListen to Leah's podcastConnect with Leah on LinkedInFollow Leah on Facebook--Leah Neaderthal is a sales coach for women who run B2B consulting and coaching businesses, the founder of Smart Gets Paid, and the host of The Smart Gets Paid podcast. A three-time business owner who started her career in corporate marketing, Leah didn't learn to sell by being a commissioned salesperson. She taught herself everything she could about selling, overcame “selling shyness,” and created a sales approach that feels comfortable, builds strong client relationships, and gets results. Prior to starting Smart Gets Paid, Leah built, grew, and sold three businesses. Learn more about Leah at smartgetspaid.com or connect with her on LinkedIn.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie's dear husband, Dan Rader.

Money Circle
Three Steps to Pay Yourself More, Save for Taxes, and Create More Money in the Bank

Money Circle

Play Episode Listen Later Mar 21, 2022 37:53


Related Links:Money, Action, TipsProfit With ConnieBuy Connie's book, On PurposeFollow Connie on InstagramFollow Connie on YouTubeConnect with Connie on LinkedIn--Connie Vanderzanden is on a mission to help entrepreneurs live the lifestyles they desire by learning the simple steps, structure, and discipline to create and save money. With 34 years of accounting and bookkeeping experience, a variety of industry knowledge, and her own real-life business growth journey since 2001, Connie developed the Going Beyond Revenue Cash Handling System, focusing on cash flow planning that creates profitable and sustainable businesses.Connie is a true Oregonian, born and raised in the beautiful Pacific Northwest, where she spends time with her husband of 34 years and their “fur kid”.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie's dear husband, Dan Rader.

Money Circle
The Biggest Financial Mistakes to Avoid During a Divorce

Money Circle

Play Episode Listen Later Feb 21, 2022 40:51


Related Links:WealthrampFollow Wealthramp on TwitterFollow Pam on TwitterFollow Wealthramp on FacebookFollow Pam on FacebookFollow Wealthramp on LinkedInConnect with Pam on LinkedIn--Pam Krueger is a recognized investor advocate and award-winning personal finance journalist and author. She is the founder and CEO of Wealthramp, an advisor matching platform that connects consumers with rigorously vetted and qualified fee-only financial advisors. It is the only service that gives people full control over when and how they talk to their referred advisors.Pam is also the creator & co-host of MoneyTrack and Friends Talk Money podcast for PBS Next Avenue. MoneyTrack aired on 250+ public stations on PBS from 2005-2019.With more than 25 years in investor advocacy, Pam is one of the leading voices on financial literacy and financial empowerment. She's been the recipient of two Gracie Awards for educating the public about personal investing and finding the right financial advisor, the Financial Educator of the Year Award from the Financial Literacy Institute, and received the 2021 NAPFA's Special Achievement Award for her contributions in educating consumers on the benefits of working with a highly qualified fee-only financial advisor.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie's dear husband, Dan Rader.

Money Circle
How To Vote With Your Dollar

Money Circle

Play Episode Listen Later Feb 7, 2022 36:36


Related Links:The Fiscal FemmeFinancial Adulting - pre-order for special goodies!Follow The Fiscal Femme on InstagramFollow The Fiscal Femme on TwitterWallet Activism by Tanja HesterBravely Go--Ashley Feinstein Gerstley is the author of Financial Adulting, a guide that breaks down everything you need to be a financially confident and conscious adult. She is also a money coach, author of The 30-Day Money Cleanse, and the Founder of the Fiscal Femme, a money platform on a mission to end inequality through financial well-being.As a trusted money expert, she has been quoted in or appeared on The TODAY Show, The Financial Times, CNBC, Forbes, NBC, Glamour and The New York Times. Ashley has worked in the financial services industry for over fifteen years: first as an investment banker, then in corporate finance, and most recently running The Fiscal Femme. She graduated with a bachelor's in finance from the Wharton School at the University of Pennsylvania.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie's dear husband, Dan Rader.

Smart Money Circle
Smart Money Circle: Rob LoCascio, Founder and CEO, of LivePerson ($LPSN)

Smart Money Circle

Play Episode Listen Later Feb 3, 2022 43:29


Rob LoCascio, Founder and CEOof Live Person Inc. ($LPSN) and has been its chief executive officer since its inception in 1995, making him one of the longest-standing founding CEOs of a tech company today. As the inventor of online chat for brands, Rob disrupted the way people communicate with companies around the world, removing the need for 1-800 numbers, long wait times, and endlessly scanning websites for information. In 2016, Rob again led the company to the forefront of conversational commerce by making it easy for consumers to connect with brands on messaging via platforms including SMS, WhatsApp, Apple BusinessChat, Facebook Messenger, and even brand apps and websites. In 2018, Rob delivered on his vision for AI-powered conversations, opening the doors for brands to message at massive scale while still providing outstanding customer experiences. Now in 2020, Rob is a leading voice on reforming the future of work, helping cultivate innovative new systems that support the needs of Live Person's global staff, and challenging the reliance on physical office spaces. As someone who has been on the entrepreneurial journey for over two decades, Rob's mission is to inspire and help others who are on that same path. Live Person has come a long way since its early years, having survived the dot-com crash and grown to become the leader in Conversational AI and automation solutions, currently serving over 18,000clients, with 1,200 employees worldwide. Beyond his decades of work at Live Person, Rob's interests extend past his business and reflect his close ties to New York City and his journey as an entrepreneur and humanitarian. He is a founding member of EqualAI, which works with companies, policy makers, and experts to reduce bias in AI, and the NYC Entrepreneurs Council of the Partnership for New York City. In 2001, he started the Dream Big Foundation with its first program, FeedingNYC, which gives families in need a Thanksgiving dinner. To date, FeedingNYC has donated more than 85,000 meals. Its second program, the Dream Big Entrepreneurship Initiative, launched in 2014 to fund, mentor, coach, and empower local entrepreneurs in underserved communities. Learn more on LivePerson.com --- Support this podcast: https://anchor.fm/smartmoneycircle/support

Money Circle
Steps to Take to Buy Your First Home

Money Circle

Play Episode Listen Later Jan 24, 2022 32:32


Related Links:NerdwalletNerdWallet's Mortgage CalculatorsNerdWallet's First Time Homebuyer ProgramsNerdWallet 2021 Homebuyer ReportFollow Elizabeth on TwitterConnect with Elizabeth on LinkedInFollow Elizabeth on Facebook--Elizabeth Renter is NerdWallet's Data Analyst. She loves hunting for stories in datasets and crunching numbers for her monthly personal finance column. She also produces data reports and studies covering an array of topics including pandemic savings and first-time buyer affordability.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie's dear husband, Dan Rader.

Money Circle
Prioritizing Your Retirement Planning

Money Circle

Play Episode Listen Later Jan 10, 2022 21:07


Related Links:NerdwalletFollow Tiffany on NerdwalletFollow Tiffany on Twitter--Tiffany Lam-Balfour is an investing writer and spokesperson at NerdWallet. Previously, she was a senior financial advisor and sales manager at Merrill Lynch and spent nearly a decade in investment banking and investment management prior to that. Her work has been featured in MSN, MarketWatch, Entrepreneur, Nasdaq and Yahoo Finance. She's appeared on Fox Los Angeles and NBC Richmond and been quoted by USA Today, NPR and Forbes. Tiffany earned a finance and management degree from The Wharton School of the University of Pennsylvania.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie's dear husband, Dan Rader.

Money Circle
How to Have Hard Money Conversations

Money Circle

Play Episode Listen Later Dec 27, 2021 36:33


Related Links:NerdWalletFollow Sara on NerdWalletFollow Sara on Twitter--Sara Rathner is a credit cards and travel expert at NerdWallet. She's appeared on the "Today" show, "NBC Nightly News" and CNBC's "Nightly Business Report" and has been quoted in The New York Times, Yahoo Finance, Time, Reuters, NBC News, Business Insider and MarketWatch. Before joining NerdWallet, Sara worked at The Motley Fool for nearly 10 years. She also worked as a freelance personal finance writer and paraplanner and has a bachelor's in Journalism from Northwestern University.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie's dear husband, Dan Rader.

Smart Money Circle
Smart Money Circle: How To Invest In Section 8 Housing With, CEO, Tom Cruz, Who Owns Over 500 Units

Smart Money Circle

Play Episode Listen Later Dec 16, 2021 19:08


Tom Cruz is the CEO of Section 8 Housing Formula and owns over 500 units. In this interview, Tom shares his story and gives you a blueprint to invest in Section 8 housing. He also tells you what to look for, what to look out for, and how to manage risk. Here is the link to watch on YouTube: https://youtu.be/w9LuYtLH8Gg --- Support this podcast: https://anchor.fm/smartmoneycircle/support

Money Circle
Utilizing Your Bank Account to Save More Money

Money Circle

Play Episode Listen Later Dec 13, 2021 28:36


Related Links:NerdwalletFollow Chanelle on NerdwalletFollow Chanelle on TwitterConnect with Chanelle on LinkedIn--Chanelle Bessette is a personal finance writer at NerdWallet covering banking. She previously worked at Fortune, Forbes and the Reno Gazette-Journal. She is also a spokesperson for the banking team, and her expertise has appeared in The New York Times, Vox and Apartment Therapy.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie's dear husband, Dan Rader.

Money Circle
How to Use Discretionary Funds to Reach Your Goals

Money Circle

Play Episode Listen Later Oct 11, 2021 37:44


Get a $15 credit on your first Reel with code: C-MCIRCLEHow to apply a coupon code: https://help.joinreel.com/hc/en-us/articles/360042744374-How-can-I-apply-a-coupon-Follow Reel on:InstagramTwitterFacebookYoutubeLinkedInConnect with Daniela on:LinkedIn--Daniela Corrente is the co-founder and CEO of Reel, a Save-to-Buy platform that is debunking the myth that debt is the only way to achieve our goals, a myth that has caused so much harm in our society. She grew in a very entrepreneurial family, so hard work and creativity are part of her DNA. She has always been passionate about understanding human behavior, which lead her to a career in Marketing developing integrated advertising campaigns for top global beauty and fashion brands. During her time as a marketer, she noticed changes in the way people were making purchases, specifically on how millennials have become more credit adverse while remaining highly aspirational. This unique insight lead her to build Reel, a seamless and intentional solution that gives people back their consumer power by making it easy to save towards purchases, so they can see the potential of their cashflow while achieving their goals, debt-free. Daniela's focus on consumer behavior has allowed Reel to reinvent financial services by understanding that humans are driven by emotions, not math.As a Latina founder, she believes real equal opportunity comes from investing not only in social, but also economic change.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie's dear husband, Dan Rader. 

Money Circle
Why You Might Need A Registered Life Planner

Money Circle

Play Episode Listen Later Aug 30, 2021 38:20


The discussion in this episode is for informational purposes only.  Dana Mascalo is an investment advisor representative with TrinityPoint Wealth, an SEC Registered Investment Advisor.  Information herein is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product.  Data presented herein has been obtained from sources believed to be reliable.  The speaker cannot guarantee the accuracy or completeness of such information, and certain information may have been condensed or summarized from its original source.  TrinityPoint Wealth, nor its investment adviser representatives may give tax or legal advice. --Related Links:Kinder Institute of Life PlanningGeorge Kinder's Three Questionshttps://www.lifeplanningforyou.com/WealthrampDana's LinkedIn: https://www.linkedin.com/in/danamclaughlin1/TrinityPoint Facebook: https://www.facebook.com/trinitypointwealth/TrinityPoint LinkedIn: https://www.linkedin.com/company/trinitypointwealth/Wealthramp Facebook: https://www.facebook.com/wealthramp/Wealthramp Twitter: https://twitter.com/WealthRampWealthramp LinkedIn: https://www.linkedin.com/company/wealthramp/--Dana R. Mascalo CFP®, RLP®, AAMS®, C(k)P® is a Managing Partner with TrinityPoint Wealth, an independent SEC Registered Investment Advisory firm in Milford, CT and Charlotte, NC. Dana advises high net worth clients with complex needs and is sought after by individuals, families, business owners and executives all over CT and the United States. Acting as their personal CFO, Dana looks at a client's entire financial life with a visionary lens, advising on investment portfolios, retirement planning, life transitions, exit planning for business owners, customized advanced cash-flow planning and multigenerational wealth transfer strategies. You can also find Dana as a fiduciary financial advisor on Wealthramp, a female-founded referral service that takes the stress out of finding the right advisor.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie's dear husband, Dan Rader.

Smart Money Circle
Smart Money Circle Interview: Sean McCurry & Paul Carroll Of Pinnacle Family Advisors ~$280M AUM

Smart Money Circle

Play Episode Listen Later Jun 21, 2021 24:00


Sean McCurry is President of Pinnacle Family Advisors and Co-Portfolio Manager of the Pinnacle Sherman Funds. Sean founded Pinnacle Family Advisors in late 2007. Prior tofounding Pinnacle Family Advisors, Sean worked as a financial advisor with Raymond James Financial Services and also managed his own Raymond James branch office for nearly 10 years. Sean is a 1989 graduate of John Brown University. Paul Carroll is the Chief Investment Officer for Pinnacle Family Advisors and Portfolio Manager of the Pinnacle Sherman Funds. He joined PFA in November 2008. Paul began his financial services career with Wachovia Securities in early 2000 and moved to Raymond James Financial Services in 2005, prior to joining PFA. Paul graduated from Missouri State University in 1991 with a BS in Accounting. Website: https://pinnacledynamicfunds.com/ Disclaimer: Opinions expressed are subject to change at any time, are not guaranteed and should not be considered investment advice. There is no guarantee that any investment strategy will achieve its objectives, generate profits or avoid losses. Investors should carefully consider the investment objectives, risks, charges and expenses of the Pinnacle Sherman Multi Strategy Core Fund. This and other important information about the Fund is contained in the prospectus, which can be obtained at pinnacledynamicfunds.com or by calling 888-985-9830. The prospectus should be read carefully before investing. The Pinnacle Sherman Multi Strategy Core Fund is distributed by Northern Lights Distributors, LLC, member FINRA. --- Support this podcast: https://anchor.fm/smartmoneycircle/support

Money Circle
How to Use Real Estate Investing As A Tool To Build Wealth

Money Circle

Play Episode Listen Later Jun 7, 2021 41:48


Related Links:onedollarallowance.comFollow Jackie on TwitterFollow Jacke on Facebook--I'm a 35-year-old, stay-at-home mom of 2 who manages our household's financials, which includes 12 rental properties. We got started investing in real estate 5 years ago by moving out of the DC area, using the equity from our first home sale to purchase a new personal residence and our first 3 rentals. By the end of the next summer, we had 6 more cash flowing properties. Our aggressive investment in real estate helped set us up financially to get through a long and expensive infertility journey, and then allowed me to ‘retire' from my financial management career of over 11 years with the Federal government. I currently manage our properties and share our investment experiences and money philosophies through onedollarallowance.com.--To join the Money Circle Community, visit www.maggiegermano.com/moneycircle.To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie's dear husband, Dan Rader.

Bossed Up
Why You Should Take a Money Minute Every Week

Bossed Up

Play Episode Listen Later Apr 29, 2021 6:00


Today you’ll hear from Maggie Germano, a Bossed Up Trainer, Founder and podcast host of Money Circle, Certified Financial Education Instructor, and financial coach for women,  talk all about the benefits of making the time for a quick money minute every week.Related Links:Check out the corresponding blog post hereLearn more about Maggie's workSubscribe to the Money Circle podcastJoin the Bossed Up Courage Community on FacebookGot a career conundrum you want Emilie to cover on the podcast? Call and leave us a voicemail NOW at 910-668-BOSS(2677).

Smart Money Circle
Smart Money Circle Interview With Ed Butowsky Managing Partner At Chapwood Investments with $450M AUM

Smart Money Circle

Play Episode Listen Later Apr 13, 2021 31:05


Ed Butowsky, managing partner of Chapwood Investments, LLC With approximately $450 million in assets undermanagement. Ed has a unique approach at investing and explains his process in today's audience. Ed is able to break down complicated issues so that they are easily understood. Leaving the audience of his appearances with knowledge and direction versus just information has been a hallmark of his appearances for over two decades. --- Support this podcast: https://anchor.fm/smartmoneycircle/support

The Career Clarity Show
Empower Yourself in Money Management with Maggie Germano

The Career Clarity Show

Play Episode Listen Later Feb 2, 2021 44:00


For full show notes, go to GetCareerClarity.com/Episode78. Today is all about managing your money and making your money work for you. The delightful Maggie Germano joins us to talk about her work and to talk about how to think about money without feeling judged.  Today's episode is for you if you want to feel more empowered around your finances and more so that you can walk away from today's episode feeling more clear, more encouraged, more excited about how to use money as a tool to create the kind of life and the career opportunities that you are wanting. SHOW NOTES: Maggie Germano Maggie's Money Circle community Money Circle Podcast Maggie Germano on Facebook ALICE, an acronym for Asset Limited, Income Constrained, Employed United for Alice Read the Career Clarity Book!

empower money management maggie germano money circle getcareerclarity
Sola Adesakin: Make, Manage And Multiply Money Podcasts

Who are those in your Money Circle and Friendship Circle?

In Her Financial Shoes Podcast
S7 2 - Real Money Stories: Being Financially Dependent

In Her Financial Shoes Podcast

Play Episode Listen Later Dec 21, 2020 34:35


In the second of our real money stories series I speak with Leah Trueman about being financially dependent. In this episode: What is financial dependence Why and how financial dependence can happen When financial dependence comes from a loving place, and When financial dependence can sadly become financial abuse   Resources: Join The low cost Money Circle membership The Kite Mastermind: Where women learn to fly! Leah’s Website Leah on Facebook Sadly, in over 90% of domestic violence cases, the reason that people report staying or being stuck is because of financial dependence. This topic is really close to my heart. If you have any concerns about someone you know around this, please do check the resources below for some useful links. Financial Abuse: Useful Resources (deliberately plain design) Join Catherine’s Facebook Page and FREE Facebook Community My Website  My Online Courses – Investing for beginners from £1 My YouTube Channel  Connect with me on Twitter, Instagram and Facebook

In Her Financial Shoes Podcast
S7 1 - Real Money Stories: Uncovering the Limiting Beliefs Behind Overspending

In Her Financial Shoes Podcast

Play Episode Listen Later Dec 14, 2020 62:52


Welcome to the first episode in series 7 of The In Her Financial Shoes podcast. In series 7 we are focusing on real money stories. Real women from all walks of life share their money stories and financial journey. In this episode: My journey from emotional overspending, low self worth, and debt My deepest ever interview! How bringing awareness to your money beliefs can help to change your relationship with money Why Financial Trauma isn't necessarily caused by a huge event How you can uncover Financial Trauma and change your relationship with money   Resources: Join The low cost Money Circle membership The Kite Mastermind: Where women learn to fly! Money Moments: Simple Steps to Financial Well-being – Jason Butler Jason Butler’s podcast: Real Money Stories Join Catherine’s Facebook Page and FREE Facebook Community My Website  My Online Courses – Investing for beginners from £1 My YouTube Channel  Connect with me on Twitter, Instagram and Facebook

In Her Financial Shoes Podcast
S6 16 BONUS - Balancing Strategy & Mindset When Building a Business

In Her Financial Shoes Podcast

Play Episode Listen Later Oct 30, 2020 44:53


This week the In Her Financial Shoes Podcast is celebrating our 100th birthday! To celebrate, we are releasing bonus episodes over the course of this week. We would love you to celebrate with us, and we have an incredible opportunity below for you to do that! In this bonus episode: I speak with Nick Bradley, serial entrepreneur The difference between strategy & mindset How to balance the two in business Why it is important to focus on both   Celebrate With Us: We are offering an EXCLUSIVE opportunity to come and celebrate with us inside The Money Circle membership completely free for an entire month! Simply use the coupon PODCAST30 at checkout. See you in there! Resources: Join The Money Circle membership Book in a complimentary call to discuss how financial coaching can help you move from financial overwhelm to confidence and control.  Join Catherine’s Facebook Page and FREE Facebook Group My Website  My Online Courses – Investing for beginners from £1 My YouTube Channel  Connect with me on Twitter, Instagram and Facebook  Visit our sponsor: Shawbrook website

In Her Financial Shoes Podcast
S6 16 BONUS - Get to Know Catherine

In Her Financial Shoes Podcast

Play Episode Listen Later Oct 28, 2020 36:05


This week the In Her Financial Shoes Podcast is celebrating our 100th birthday! To celebrate, we are releasing bonus episodes over the course of this week. We would love you to celebrate with us, and we have an incredible opportunity below for you to do that! In this bonus episode: Catherine answers a series of quick fire 'get to know me' questions! Questions fired by the wonderful Anna Parker-Naples Get to know Catherine as she answers honest and raw questions All questions were a total surprise!   Celebrate With Us: We are offering an EXCLUSIVE opportunity to come and celebrate with us inside The Money Circle membership completely free for an entire month! Simply use the coupon PODCAST30 at checkout. See you in there! Resources: Join The Money Circle membership Book in a complimentary call to discuss how financial coaching can help you move from financial overwhelm to confidence and control.  Join Catherine’s Facebook Page and FREE Facebook Group My Website  My Online Courses – Investing for beginners from £1 My YouTube Channel  Connect with me on Twitter, Instagram and Facebook  Visit our sponsor: Shawbrook website

In Her Financial Shoes Podcast
In Her Financial Shoes - Episode 100!

In Her Financial Shoes Podcast

Play Episode Listen Later Oct 26, 2020 43:30


This week the In Her Financial Shoes Podcast is celebrating our 100th birthday! To celebrate, we are releasing bonus episodes over the course of this week, beginning today with this very special episode! Featured in the 100th episode: Anna Parker-Naples Lisa Johnson Caroline Strawson Denise Duffield-Thomas Helen Pritchard ...And MANY more!   Celebrate With Us: We are offering an EXCLUSIVE opportunity to come and celebrate with us inside The Money Circle membership completely free for an entire month! Simply use the coupon PODCAST30 at checkout. See you in there! Resources: Join The Money Circle membership Book in a complimentary call to discuss how financial coaching can help you move from financial overwhelm to confidence and control.  Join Catherine’s Facebook Page and FREE Facebook Group My Website  My Online Courses – Investing for beginners from £1 My YouTube Channel  Connect with me on Twitter, Instagram and Facebook  Visit our sponsor: Shawbrook website

KEEP IT 100 PODCAST
KEEP IT 100 PODCAST EP 12 | TMC THE DON

KEEP IT 100 PODCAST

Play Episode Listen Later Oct 21, 2020 59:51


TMC is not a person, it's a family! The Money Circle team from Northeast Baltimore is full of young bosses. Their breakout member is the DON  and he is making a name for himself on and off the stage. Never thinking music was going to be his path he tried different things, but after playing around with a few songs the people made their choice. Listen to the story behind the music as we talk about the Don's motivations, the music industry, and his journey to becoming one of Baltimore City's top rising musicians. Oh did we mention he gave us an exclusive preview of his upcoming single! Get this and much more only on Keep It 100 Podcast DON'T STOP HERE  Enter Our Giveawayhttps://www.itsmejulianscott.com/tgtbtcommunitygiveaway Check out our website https://www.itsmejulianscott.com/keepit100podcast Follow TMC The Don https://www.instagram.com/tmcthedon/ Follow Julian https://www.instagram.com/itsmejulianscott/ Follow Danisha https://www.instagram.com/missdanisha/ Follow Jordan https://www.instagram.com/jtaylor_tmg/ Shows Fanpage https://www.instagram.com/ki100podcast/ Powered by Entrepreneurs ©2020 Momentum Consulting. itsmejulianscott.com Keep it 100 Podcast®. All rights reserved

Money Circle
How to Improve Your Money Mindset to Improve Your Financial Landscape

Money Circle

Play Episode Listen Later Sep 7, 2020 44:16


In this episode, in honor of September, which is Mental Health Awareness Month, we are talking about how you can begin to improve your money mindset and your relationship with money. One of the most important takeaways from this conversation is that we are all imperfect human beings who need to embrace self-compassion and patience as we try to improve our financial circumstances. If you’re ready to improve your own relationship with money while still being kind to yourself, this episode is for you.Related Links:The Fiscal FemmeFollow The Fiscal Femme on InstagramFollow The Fiscal Femme on TwitterBuy The 30 Day Money CleanseJoin The Fiscal Femme Slack CommunitySign up for the Money Musing NewsletterDo the 7 Day JumpstartGet the Money Journal TemplateDownload the Happiness Allocation Spreadsheet--Ashley Feinstein Gerstley is an author, entrepreneur and feminist who is on a mission to end inequality through financial well-being.She is the founder of the Fiscal Femme and the creator and author of The 30-Day Money Cleanse which has helped thousands of people cultivate harmonious relationships with money and achieve their financial goals.As a trusted money expert, she has been featured by CNBC, Forbes, NBC, Glamour and the New York Times, among many others.--To join the Money Circle Community, visit https://www.maggiegermano.com/moneycircle/.To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie’s dear husband, Dan Rader.

Big Sam Presentz RAW
Episode 419 - Lyft, money circle

Big Sam Presentz RAW

Play Episode Listen Later Aug 4, 2020 27:19


Thanks for listening to this podcast and sharing it across the world

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Money Career & Motherhood Podcast
Ep 18: Getting your money right with Maggie Germano

Money Career & Motherhood Podcast

Play Episode Listen Later Jul 28, 2020 22:39


Have you ever wondered what a financial coach does and if they may be able to help you get your money right? If so, my conversation with Maggie Germano, financial coach, and host of the podcast Money Circle, is for you. Maggie talks to me about how she helps her clients set goals and reach their financial goals, as well as why she feels so strongly about financial empowerment for women.   About the Guest: Maggie Germano is a feminist and financial coach for women. She helps women improve their relationship with money so they can take control of their financial future. She does this through one-on-one financial coaching, workshops, writing on her blog and Forbes column, and speaking engagements. She also founded Money Circle, which is a safe space for women to talk about money without feeling judged, and has recently become a podcast of the same name. Passionate about helping women earn more and closing the wage gap, Maggie was also trained as a salary negotiation facilitator by AAUW. In 2018, Maggie received the Woman Empowerment Entrepreneur Award from the DC Women's Business Center, and was a finalist for the Entrepreneurship for Good award from the Women's Information Network. In 2019, Maggie received the Excellence in Finance award at the Perfect Entrepreneur Awards. When she isn't talking about money, you can find Maggie spending time with her husband and her corgi in Riverdale Park, Maryland.   About the Host: Janice Scholl has spent her entire career talking about money and business. Through her time as a commercial banker, consultant and mentor to budding entrepreneurs, she helped clients create solid business and financial strategies to help propel their business to success. While working with aspiring female entrepreneurs, Janice noticed that the same four themes kept repeating: Many women are uncomfortable with finance, both in their business and in their personal life. Women want access to more women mentors and advisors. Women often start businesses because they feel the corporate world doesn't fit their lifestyle. Few are motivated by purely financial reasons. Mothers didn't want money to drive their family decisions. From these themes, The Money, Career, & Motherhood Podcast was born. Now Janice spends her time helping mothers gain confidence and understanding about money, career, and business topics as they relate to motherhood and family – the way many women actually think about money. Janice loves helping mothers implement business and financial strategies within their families to help each family member thrive. Visit the Money, Career, & Motherhood website, Facebook page, Facebook group, or on Instagram.   Thanks for listening! Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode? Leave a comment in the section below! Subscribe to the podcast If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe from the podcast app on your mobile device. Leave us an Apple Podcasts review Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.  

Money Circle
Last Minute Tax Tips for Procrastinators

Money Circle

Play Episode Listen Later Apr 13, 2020 43:47


Even though we now have until July 15, 2020 to file and pay our 2020 taxes, you can still start getting organized now. Tune in to hear about tax filing advice, and why you shouldn't be afraid of the IRS, from Michele Cagan, CPA.--Related Links:https://michelecagancpa.com/ File a tax extensionSee if you qualify for free fileThe CARES ActWhat The Coronavirus Stimulus Package Means For YouHow to Do Your Taxes on the CheapHow To Do Your TaxesHere's How You Should Use Your Tax RefundAre you stressed out about doing your taxes?IRS VITA Grant ProgramQualifying Business Income (QBI)Tax Filing Websites:H&R BlockTurboTaxTaxAct--Michele Cagan is a CPA, author, and financial mentor with more than twenty years of experience. She has written numerous articles and books about personal finance, investing, and accounting, including The Infographic Guide to Personal Finance, Retirement 101, Debt 101, and Real Estate Investing 101. --To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.To get more involved with Money Circle:Join the free Facebook groupCome to an in-person event in DCFollow Maggie on Instagram and Twitter!The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie’s dear husband, Dan Rader.

In Her Financial Shoes Podcast
S4 11 - Are Premium Bonds Worth Investing In: the Pros & Cons

In Her Financial Shoes Podcast

Play Episode Listen Later Mar 23, 2020 25:22


During one of my recent Ask Me Anything sessions in my Money Circle membership, one of my members was asking about premium bonds. I decided having conducted some up to date research that my findings around are premium bonds worth investing in would be well worth sharing with all of you. You will learn: What are premium bonds? The average return of premium bonds Are premium bonds safe? Premium bonds VS Investing & Savings Accounts What to do with existing premium bonds The importance of the personal savings allowance Resources: Join The Money Circle membership Join the next FREE Plug Your Money Leaks Challenge Book in a complimentary call to discuss how financial coaching can help you move from financial overwhelm to confidence and control.  Join Catherine’s Facebook Page and FREE Facebook Group My Website  My Online Courses – Investing for beginners from £1 My YouTube Channel  Connect with me on Twitter, Instagram and Facebook  History of NS&I Which – odds of winning on premium bonds Money Saving Expert tools Prize Checker App – Apple Prize Checker App – Android

Smart Money Circle
Trailer - Smart Money Circle Podcast

Smart Money Circle

Play Episode Listen Later Sep 26, 2019 0:28


Welcome to the Smart Money Circle Podcast! This show is designed to give you actionable information you can use right now to make better investment decisions. We interview real money managers with over $100 million in assets under management (AUM). Learn from the best and join the SmartMoneyCircle.com --- Support this podcast: https://anchor.fm/smartmoneycircle/support

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Smart Money Circle
Smart Money Circle (Trailer)

Smart Money Circle

Play Episode Listen Later Sep 25, 2019 0:11


--- Support this podcast: https://anchor.fm/smartmoneycircle/support

smart money money circle
Money Circle
Introducing the Money Circle Podcast!

Money Circle

Play Episode Listen Later Aug 12, 2019 2:19


To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com. To get more involved with Money Circle: Join the free Facebook group Come to an in-person event in DC Sign up for the virtual membership program The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by my dear husband, Dan Rader.

In Her Financial Shoes Podcast
S2 14 - How do our money habitudes affect how we invest?

In Her Financial Shoes Podcast

Play Episode Listen Later Jul 15, 2019 29:49


In this episode, we’re going to have a look at how important it is to understand your personal emotional relationship with money, and how it may affect your behaviour when you’re investing. You will learn; Why it's important to understand your money habits How your money habits affect your investment journey The 6 different money habitudes Investment biases that work alongside money habitudes Resources: Find out about The Money Circle membership Book in a complimentary call to discuss how financial coaching can help you move from financial overwhelm to confidence and control.  Join Catherine's Facebook Page and FREE Facebook Group My Website  My Online Courses - From Spender to Saver, Investing for beginners from £1 My YouTube Channel  Connect with me on Twitter, Instagram and Facebook 

The Uncool Urban Podcast
Spotlight Series: Go Money Circle

The Uncool Urban Podcast

Play Episode Listen Later May 27, 2019 58:44


Welcome to the "Smilez Spotlight Series" Episode 1!! For the Inaugural Episode Smilez brought in the fellas of the Go Money Circle Crew to talk about their start in the rap game, buisness ventures, future plans, the importance of community service, sports talk, favorite rappers and much more! Tune in and Let us know how you like it! Let us know how you like for the first “Artist Spotlight” Break #1: Swole Da Bagga "Listen" Break #2: Swole Da Bagga & Roe "501s N Reebok's" Break #3: Roe "Shhh" Follow Swole Da Bagga on IG: @swoledabaggamusik Follow Roe on IG: @fiyastardaroe Subscribe and Follow Us at the following Spotify: https://open.spotify.com/show/3ODM5nHtWA4fqX4g6mcjOM Soundcloud: UncoolUrbanPod Instagram: @uncoolurbanpodcast Facebook: @TheUncoolUrban Twitter: @UncoolUrbanPod

Be heard podcast
BHP 23: How to Get Your Money Right With Maggie Germano

Be heard podcast

Play Episode Listen Later Aug 27, 2018 46:01


Maggie Germano is a feminist and financial coach for women. She also founded Money Circle, which is a safe space for women to talk about money without feeling judged. Maggie tells us why it's important to understand your finances and how to create a budget that really works for you.