Podcast appearances and mentions of shannon mclay

Shannon McLay, founder and CEO of The Financial, discusses common myths about personal investing. Also, catch up with Selma Blair as she talks about life since being diagnosed with multiple sclerosis. Plus, a discussion on a timeless closet staple — jeans — and the hottest denim styles. And Super Bowl and Valentine's Day DIYs that are fun for the whole family.

Learn how to improve your financial health by overcoming emotional spending, identifying your non-negotiable spending habits, and setting goals-based budgeting strategies.

Founder and CEO of Financial Gym, Shannon Mclay, shares ways on how to be honest about your spending habits. Also, Ally Love stops by to share some tips on how to prioritize our health just in time for the holiday season. Plus, Ella Bleu Travolta sits down to discuss her first EP titled "Colors of Love," family and more. And, chef Daniel Boulud shares a delicious steak recipe from his brand new restaurant. 

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2773: Shannon McLay shares a deeply personal account of her journey as a financial advisor, emphasizing the emotional weight of managing clients' investments. She reveals the importance of transparency and urges investors to ask advisors how they invest their own money, highlighting the necessity of trust and alignment in financial advising. Read along with the original article(s) here: http://www.budgetsaresexy.com/one-question-to-ask-financial-advisor/ Quotes to ponder: "I felt the weight of hers and other client's hopes and dreams falling on my investing shoulders, and it felt like the weight of the world." "I may be exaggerating a little, but I would want a financial advisor who lost sleep at night over my money rather than the alternative." "Your relationship with your financial advisor is similar to that of your spouse, and if you can't trust them and feel comfortable knowing you are on the same team together, then why get married to begin with?" Episode references: The Power of Now: https://www.amazon.com/Power-Now-Guide-Spiritual-Enlightenment/dp/1577314808 Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2773: Shannon McLay shares a deeply personal account of her journey as a financial advisor, emphasizing the emotional weight of managing clients' investments. She reveals the importance of transparency and urges investors to ask advisors how they invest their own money, highlighting the necessity of trust and alignment in financial advising. Read along with the original article(s) here: http://www.budgetsaresexy.com/one-question-to-ask-financial-advisor/ Quotes to ponder: "I felt the weight of hers and other client's hopes and dreams falling on my investing shoulders, and it felt like the weight of the world." "I may be exaggerating a little, but I would want a financial advisor who lost sleep at night over my money rather than the alternative." "Your relationship with your financial advisor is similar to that of your spouse, and if you can't trust them and feel comfortable knowing you are on the same team together, then why get married to begin with?" Episode references: The Power of Now: https://www.amazon.com/Power-Now-Guide-Spiritual-Enlightenment/dp/1577314808 Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2773: Shannon McLay shares a deeply personal account of her journey as a financial advisor, emphasizing the emotional weight of managing clients' investments. She reveals the importance of transparency and urges investors to ask advisors how they invest their own money, highlighting the necessity of trust and alignment in financial advising. Read along with the original article(s) here: http://www.budgetsaresexy.com/one-question-to-ask-financial-advisor/ Quotes to ponder: "I felt the weight of hers and other client's hopes and dreams falling on my investing shoulders, and it felt like the weight of the world." "I may be exaggerating a little, but I would want a financial advisor who lost sleep at night over my money rather than the alternative." "Your relationship with your financial advisor is similar to that of your spouse, and if you can't trust them and feel comfortable knowing you are on the same team together, then why get married to begin with?" Episode references: The Power of Now: https://www.amazon.com/Power-Now-Guide-Spiritual-Enlightenment/dp/1577314808 Learn more about your ad choices. Visit megaphone.fm/adchoices

Please enjoy part 2 of my conversation with Shannon! I am incredibly grateful for the support I've received from FinGym. So many of us struggle with our relationship to money, just as we do with food or our bodies, and these struggles are connected to each other through access, privilege, education and class. Big thanks to Shannon for breaking the mold and starting a company that seeks to help all of us with our finances.. not just those who already have access to the support money can buy. If you would like to get support from Financial Gym you can sign up at https://financialgym.com/follow FinGym here: https://www.instagram.com/thefinancialgym/If you want to work with a Certified Financial Trainer to help navigate your finances, schedule a free warm-up call today! For a discount on your first month feel free to use my name! Cadence DubusThis is kind of an advertisement episode because it is.. I can't recommend FinGym enough for getting control of and empowered by your finances. Get full access to After Class with Cadence at cadencedubusbrooklynstrength.substack.com/subscribe

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2141: Shannon McLay's narrative on Frugalwoods.com offers a deeply personal glimpse into the challenges and victories of parenting with a focus on instilling financial wisdom. Her story moves from the tough love of disciplining her son to the triumphant lessons in frugality and smart money management, showcasing how persistence in parenting can lead to teaching invaluable life skills. Read along with the original article(s) here: https://www.frugalwoods.com/2014/10/16/beyond-the-allowance-raising-a-frugal-kid/ Quotes to ponder: "We cannot expect our children to understand money or make smart money choices if we only talk to them about it on holidays or every other weekend." Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode is a little departure from our physical bodies.. I wanted to interview Shannon McLay, founder and CEO of Financial Gym. Financial Gym is a completely unique company that I wish existed when I first opened my business. FinGym aims to help people become 'financially fit' no matter their income or current debt. Personally, I am incredibly grateful for the support I've received from FinGym and because so many of us struggle with our relationship to money, just as we do with food or our bodies ...and these struggles are actually so often inter-connected.. I wanted to have Shannon on to encourage more conversation around this tricky topic. If you would like to get support from Financial Gym you can sign up at https://financialgym.com/follow FinGym here: https://www.instagram.com/thefinancialgym/If you want to work with a Certified Financial Trainer to help navigate your finances, schedule a free warm-up call today! For a discount on your first month feel free to use my name! Cadence DubusThis is kind of an advertisement episode because it is.. I can't recommend FinGym enough for getting control of and empowered by your finances.  Get full access to After Class with Cadence at cadencedubusbrooklynstrength.substack.com/subscribe

Shannon McLay is on a mission to clean up the dirty end of the financial planning pool. The Financial Gym founder has seen it all - advisors offering whole life policies to young savers with no children, and people just beginning saving thrown into annuities over a 401k at work. Today we talk about what to look out for in the financial world, how some of the popular buzzwords like "fiduciary" won't help you much anymore, and what to ask a potential advisor so that you know you're headed in the right direction. Before that we share a big headline about the Chinese stock market. Things haven't been going well in China, while the US market is roaring. Is it time to maybe look overseas with some of your money? How do you think holistically about buying low? We also share a TikTok minute sharing a new way to look at student loans. But of course, that's not all. Doug throws out a great trivia question and we take an interesting call from a Stacker in need. FIVE great topics on today's episode! FULL SHOW NOTES: https://www.stackingbenjamins.com/financial-fitness-with-shannon-mclay-1470 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Get ready for an exciting episode of Financially Naked: Stories from the Financial Gym. Today, Kadri sits with the one and only Shannon McLay, the founder and CEO of The Financial Gym. We're talking about the exciting news: FG Advisory Services LLC is set to launch in 2024! This is the next giant leap for The Gym, and we've got all the details straight from the source. In this chat, Shannon discusses why The Financial Gym is taking the leap into investment services. It's a groundbreaking move that will allow The Gym to invest clients' money for the first time, unlocking new possibilities for their financial health. Wondering what to expect? Shannon breaks down everything – from the reasons behind this decision to what clients can anticipate and, most importantly, how you can be a part of it.  Spoiler alert: It's super easy to switch advisors, and Shannon's got the insider scoop on why you should consider joining the FG Advisory Services LLC revolution. For more details check out our show notes here! If you want to work with a Certified Financial Trainer to help navigate your finances, schedule a free warm-up call today! If you have any ideas or questions for the show, send an email to trainerpodcast@fingyms.com. Resources If you want to learn more about FG Advisory Services LLC, email advisory@fingyms.com.  Meet The Trainers Meet Shannon McLay, Founder & CEO Meet Kadri Augustin, Level 3 Certified Financial Trainer  

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Shannon McLay (https://financialgym.com/) is the CEO and founder of The Financial Gym, a revolutionary financial services company focused on financial wellness for all. After a 13-year career in finance, ultimately working for Bank of America Merrill Lynch, assisting high net worth individuals, Shannon recognized the need to create a financial services company that would provide clients of all financial shapes and sizes the financial partner they needed to achieve their goals. The Financial Gym is a national, personal financial services company that takes a fitness-inspired approach to its clients' finances. Certified Financial Trainers or your B.F.F. (Best Financial Friend) work one-on-one with clients on a regular basis to teach them financial literacy, how to be accountable for their money, how to make smarter, more strategic decisions about their finances; and most importantly how to have a healthy relationship with money. LinkedIn: https://www.linkedin.com/in/shannon-mclay-8b24539/ Website: https://financialgym.com/ Twitter: https://twitter.com/blonde_finance Instagram: https://www.instagram.com/thefinancialgym/ TikTok: https://www.tiktok.com/@thefinancialgym ----------------------------------------------------------------------------------------------------------------------- Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwc Facebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr Website: https://uhnwc.com Work with us: https://famousfounder.com/fa DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.

Many retail investors do not know the difference between an equal-weight index and a cap-weighted index. Michael Willis, CEO of Index Funds, explains why the difference matters, and why as an adviser you may want to consider adding some equal-weighted products to your portfolios. Shannon McLay, founder of Financial Gym, joins to share her story of founding the disruptive and influential startup looking to change the way financial planning is done.

This is a very special episode of Financially Naked: Stories from the Financial Gym! Our hosts are Shannon McLay, the CEO and Founder of the Financial Gym, and our incredible COO, Alicia Lazarto. Today, they celebrate a decade of financial fitness and commemorate Alicia's remarkable six-year journey with The Gym. They take a trip down memory lane and share the inspiring tale of how the Financial Gym came to be.  From its humble beginnings to the challenges we faced along the way, we'll dive into the highs and lows and the people that shaped The Financial Gym. This episode is about reflection, growth, and gratitude as we celebrate a decade of transforming lives, one financial step at a time. And that's not all – mark your calendars for September 1, when Shannon will share some exciting big news you won't want to miss on her podcast Martinis and Your Money.  For more details check out our show notes here! If you want to work with a Certified Financial Trainer to help navigate your finances, schedule a free warm-up call today! If you have any ideas or questions for the show, send an email to trainerpodcast@fingyms.com. Meet The Team Meet Alicia Lazarto - Chief Financial Officer Meet Shannon McLay - Founder & CEO 

On this episode, I'm joined by an exceptional guest, Shannon McClay. Shannon is the CEO and founder of the Financial Gym, a revolutionary financial services company breaking barriers in the realm of financial wellness. Throughout our conversation, we deep-dive into the motivating factors behind the inception of her company, exploring the challenges, prejudices, and anxieties that individuals often grapple with when handling their personal finances. We also take a journey through the origin story of the Financial Gym and uncover the secrets behind its success. Prepare for an insightful discussion filled with stories, wisdom, and actionable advice. Key Discussion Points We discuss the aphorism "time is money" and what holds true from that concept (and what doesn't) My own personal and somewhat rocky relationship with money. How someone can break through some of their biases associated with money The approach that Shannon takes people through when trying to help them become more financially fit Shannon shares her thoughts and insights on conventional financial advice/theory that doesn't really fly with her Shannon's wisdom, drawn from her extensive experience as the founder of the Financial Gym, truly emphasizes the importance of financial literacy and its impact on all areas of our lives. As we conclude this podcast, remember Shannon's key message: managing your money should be empowering, not intimidating. Links Worth Exploring Connect with Shannon: Twitter | LinkedIn | Instagram Check out: The Financial Gym Listen to Shannon's podcast: Martinis and Your Money Related Conversation: Episode 374: How to Be Time Smart with Ashley Whillans Related Blog Post: Money and Time Thanks to all of the sponsors of this episode. You can find all of the sponsors you heard me mention on this episode on our Podcast Sponsors page. Want to support the podcast? Beyond checking out our sponsors, you can subscribe to the show wherever you listen to podcasts. Click on any of the links below to make that happen. Spotify | Apple Podcasts | Google Podcasts | Stitcher You can also click on this link to paste the podcast feed into your podcast app of choice. Thanks again for listening to A Productive Conversation. See you later. Learn more about your ad choices. Visit megaphone.fm/adchoices

Shannon McLay is the host of Martinis and Your Money and the Founder and CEO of The Financial Gym, a personal financial services company. So many people leaving MLM feel lost and confused about how to fix the mess that was made and aren't sure where to look, or how to start. It's a scary and taboo subject and Shannon wants to take the shame and emotions out of it so we can better understand how our money works. How do you get out of debt? Is bankruptcy the best solution? Do I have options? How can we teach our children to be smarter than we were, with their money? Show Notes Martinis and Your Money - https://martinisandyourmoney.com/ My episode of M&YM - https://martinisandyourmoney.com/show-notes/episode463 The Financial Gym - https://financialgym.com/mlm (Save 20% with code MLM) Out of MLM - https://outofmlm.info/ Cultish by Amanda Montell - https://amzn.to/3Q7owx9 Dr. Steven Hassan's BITE Model - https://freedomofmind.com/cult-mind-control/bite-model/ Ponzinomics by Robert L. FitzPatrick - https://amzn.to/3q16oJb How can you help? Report false income and health claims here: https://reportfraud.ftc.gov/ Or go to: https://www.truthinadvertising.org You can also report to your state Attorney General's office! https://www.naag.org/find-my-ag/ Not in the U.S.? Go here: https://www.ftc.gov/policy/international/competition-consumer-protection-authorities-worldwide Support the Podcast! Join the Patreon! - https://www.patreon.com/robertablevins Buy me a Taco and leave a note!

Episode SummaryWe are our habits — nothing more, nothing less.What we choose to do (or not do) every day defines our future. Whether you are managing your health or your finances you need rock solid habits that move you in the direction you want to go.In this week's episode of The 5 AM Miracle Podcast I speak with Shannon McLay, founder and CEO of The Financial Gym, about what healthy financial habits can boost your financial future. Episode Show Notesjeffsanders.com/484 Learn More About The 5 AM MiracleThe 5 AM Miracle Podcast Free Productivity Resources + Email Updates!Join The 5 AM Club! The 5 AM Miracle BookAudiobook, Paperback, and Kindle Connect on Social MediaFacebook Group • Instagram • Twitter • LinkedIn • YouTube About Jeff SandersRead Jeff's Bio © Jeff Sanders Productions, LLCSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Our mission at Boss Project is to empower creative business owners to build a life and business that excels financially and supports them soulfully. Since we started this business, we have been truly dedicated to helping build a community of fiercely supportive people that are also ridiculously profitable. So much of that comes with financial literacy. We want to see more women and femmes in business be not only financially safe but financially thriving. That's a huge reason we brought on today's guest who is dedicated to empowering people through financial literacy. Shannon McLay is the CEO and Founder of Financial Gym, a revolutionary financial services company, and she is an expert in helping others to build both personal and business finance. Shannon offers a membership package, consults with clients and connects them to trainers on her team. There's a missing piece of financial literacy, especially for women and femmes in the creative small business space. Figuring out where to start to build better financial health can feel like a minefield, but through Financial Gym, Shannon makes it possible to reach those business goals.  Thank you for listening! Please subscribe, rate, and review The Strategy Hour Podcast on iTunes. Ratings and reviews are extremely helpful and greatly appreciated. For show notes, go to thestrategyhour.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Hello, Martinis and Your Money Listeners. Today is a special episode. I had a calendar of all episodes planned and ready to go in December, but then I had a client meeting right before the holiday break, and it inspired me to record a different episode, a solo episode. I wanted to record this because there are a number of things I want to share with you, mainly because it's the New Year. I want to talk to you listeners the way I talk to my clients.  For more information, visit the show notes https://www.martinisandyourmoney.com/show-notes/episode454

Shannon McLay was a top advisor at Merrill Lynch when she realized that working exclusively with the rich just wasn't for her. She left Merrill to found her own financial advising business, The Financial Gym. Now a eight-figure company, The Financial Gym is committed to making financial advising accessible to everyone, no matter how much they have in assets. With virtual options and locations across the country, Shannon's work has truly created a new way of financial advising. Shannon's business model and industry experiences were truly fascinating. We talked about: How to make financial services more accessible  Getting more women into the industry The Financial Gym's program for financial trainers Working with the right client for yourself Providing the right service for your individual client Did Shannon's beliefs and experiences resonate with you? Connect on social media to learn more about her and The Financial Gym! Connect with Shannon McLay Websites: https://financialgym.com/our-founders-story http://www.shannonmclay.com/about Instagram: https://instagram.com/theshannonmclay?utm_medium=copy_link Twitter: https://twitter.com/theshannonmclay?lang=en LinkedIn: https://www.linkedin.com/in/shannon-mclay-8b24539/ Podcast: https://martinisandyourmoney.com/about Connect with Robyn Crane Website: https://robyncrane.com/ Facebook: https://www.facebook.com/bizgrowth4women/ LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./ YouTube: https://www.youtube.com/c/RobynCrane Instagram: https://www.instagram.com/robyncrane/?hl=en Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode, we sit down with financial expert Shannon McLay! Shannon is the founder and CEO of The Financial Gym, a personal financial services company that takes a fitness-inspired approach to their clients' finances. We unpack it ALL: why money is so emotional, tips for budgeting and tracking in an inflated market, and the best ways to get yourself out of debt! Connect with Shannon - @theshannonmclay Connect with The Financial Gym - @thefinancial Gym Follow us on - Instagram: @obsessedwiththebestpod YouTube: Obsessed With The Best Patreon: Obsessed With The Best TikTok: @obsessedwiththebestpod This Podcast Is Sponsored By Better Help BetterHelp is an online portal that provides direct-to-consumer access to mental health services. Join the millions of people who are seeing what online therapy is really about with a special offer just for Obsessed with the Best listeners. Get 10% of your first month of therapy on Better Help by using our code OBSESSED or sign up by going to: https://betterhelp.com/obsessed This Podcast Is Sponsored By Ombre Labs Take the Ombre Labs gut health test today, and receive a science-backed probiotic & diet plan. Rid yourself of symptoms like bloating, abdominal pain, diarrhea, and constipation. At Home Test Kit. Discreet Packaging. Customized Probiotics. Data-Driven Gut Test. Use promo code OBSESSED to get $30 off your at home test or go to https://tryombre.com/obsessed to get started! Shop our Favorite Brands! BeautyCounter: Special offer JUST for April 2022! Get 30% off your first BeautyCounter purchase by clicking the link below and entering code: cleanforall30 at checkout! When they ask who you shopped with, let them know we sent you! https://beautycounter.com/obsessed PlantPeople: Use code OBSESSED for 15% off your first Plant People order at www.plantpeople.co/OBSESSED DAO Labs: Use code OBSESSED for 15% off your first DAO Labs order at www.mydaolabs.com Get your Obsessed With The Best Merch! https://obsessed-with-the-best.creator-spring.com/ Feel free to email us any time at obsessedwiththebestpod@gmail.com, with questions, comments, and product or guest suggestions! Support us by supporting our host network, DimlyWitProductions. Learn more about your ad choices. Visit megaphone.fm/adchoices

Long before this podcast was born, our guest, Shannon McLay, was a pioneer. Her podcast, Martinis and Your Money has been going strong for 7 years… and 400 episodes. On her show, Shannon is not shy about talking about her own challenges.

Long before this podcast was born, our guest, Shannon McLay, was a pioneer. Her podcast, Martinis and Your Money has been going strong for 7 years… and 400 episodes. On her show, Shannon is not shy about talking about her own challenges.

Long before this podcast was born, our guest, Shannon McLay, was a pioneer. Her podcast, Martinis and Your Money has been going strong for 7 years… and 400 episodes. On her show, Shannon is not shy about talking about her own challenges.

On this episode of Financially Naked: Stories from The Financial Gym, Shannon McLay, our Founder and CEO is hosting! To celebrate this 100 episode milestone, she is joined by Certified Financial Trainers, Kadri Auguston and Victoria Sechrist. In the almost two years of recording this show, Victoria and Kadri have been the hosts of over 25% of all the time.  Today, the trio sits down to answer listener questions, chat about favorite episodes, and discuss what is so special about recording this show and working at the Gym.  Shannon has recorded over 400 episodes of her award-winning podcast, Martinis and Your Money. In that time. topics directly related to the Gym have been an aspect of the show. It became clear there were enough stories for a separate show entirely. Which is when Financially Naked was born.  100 episodes later, here we are! The name, Financially Naked comes from the first session you have with a trainer at the Gym. During these sessions, we have vulnerable conversations and connect on an emotional level. It is a regular part of what we do on this show and as trainers. Podcast Notes Podcast episodes are a fun way to learn more about your clients and colleagues than you ever have before.  The client base at the Gym is diverse in age, income levels, and backgrounds.  They have so many things going on in their lives and hearing the stories is a pleasure.  On this podcast, 23 episodes feature clients!  Many episodes are inspired by conversations between trainers, their clients and each other.     PARTS OF THE JOB  Trainers are financial historians. It can be hard to see the progress when it feels slow, but your trainers know. They see it and are there to remind you of that amazing work.  Clients at the Gym are the bravest people out there.  People ask, “Am I your worst client?” or “Is it bad?” Shannon says ‘the worst' client is not a member of the Gym. If you're here, showing up, you are doing a brave thing.  People think they're alone in their struggles, but over 70% of Americans live paycheck to paycheck. It's important to recognize other folks are going through it too and to be gentle with yourself.  The hardest part is showing up, especially when it's not going well. If you keep showing up, you'll get the results. It's great to look back and remind clients where they were, just a year ago. Seeing the mindset shift is huge.  Encouraging self-compassion is a huge aspect of financial training. Reminding people it's okay to give themselves a break.  Also giving credit for the victories like staying out of credit card debt, not adding more debt, or having a cushion in place.  Everything you do is financially fixable. We can deal with the finances. It's just numbers.  Trainers are detectives, looking for what Kadri calls the ‘cashflow boogeyman'  When there's a gap between earning and spending and you have to find creative ways to close it.  You may not remember what you spent money on months ago, but it becomes part of your timeline. Your choices in the moment matter and small things can add up quickly.  This is a really eye-opening journey for some clients. It is fun to help them confront the Boogeyman and see the lightbulb moments along the way,  THE POWER OF EXPENSE REPORTS At the early stages, clients go through the spending exercises. The spending reports from the Training Zone are a powerful tool.  When trainers go through them at the Gym with clients, there is no judgement.  They are a conversation starter and provide surprising information for both client and trainer.  It helps folks figure out where their money is going. It's one step on the personal finance journey. Some clients graduate from expense reviews, but occasionally want to bring it back for a refresh.  It's a great tool in that way. Kadri will go line by line with clients and instead of focusing on the number, ask questions like, “What was that purchase?' “Who was that meal with?” “Did it bring you joy?” to help change the relationship with spending.  It's about making room for the things clients want to do.  You can have fun AND be financially healthy.  KADRI'S FAVORITES: His episode with Dr. Leslie Faerstein about Wellness and Anxiety during COVID Listen to Wellness and Anxiety During COVID HERE His episode with Melissa Blatt all about healthcare for freelancersListen to Healthcare for Freelancers HERE The episode with Gus, all about overspending. Shannon reveals this is the second most downloaded episode and loves how honest this one is. Listen to Overspending in Your 20's HERE VICTORIA'S FAVORITES:  Her solo episode about figuring out YOUR goals and why they are important to you! Listen to Your Goals vs. Expectations of Others HERE  The episode with Bevin about using your emergency fund. It was coming up for many clients and inspired a great conversation. Listen to Using Your Emergency Fund HERE IF YOU WANT TO BE ON THIS SHOW If you are a client, let your trainer know! Go right to the source. If you have an idea or story to share, they'll get you set up.  You can email trainerpodcast@fingyms.com  We welcome real stories from anonymous names if you prefer to stay private as a guest.  Most Downloaded Episodes First Time Home Buying with Terri and LemonBrew Overspending in Your 20's with Kadri & Gus Understanding Your Financial Plan with Crystal and Nick Money Mistakes and Regrets with Hector and Garrett  Meet The TrainersMeet Kadri Augustin, Level 3 Certified Financial Trainer Meet Victoria Sechrist, Level 3 Certified Financial Trainer  

Jim interviews Shannon McLay, founder of The Financial Gym, about her career and advice for frugal-minded people.

Shannon McLay is the founder of The Financial Gym, an organization that offers financial coaching services on a monthly subscription basis to 3,500 Millennial and Gen-Z clients. Shannon has positioned her offerings in a similar way to personal trainers, helping people get “financially fit” through traditional financial planning services like budgeting, savings, debt management, and financial literacy. Listen in as we dive into the “aha” moment that led Shannon to launch The Financial Gym, how she convinced initial investors to buy into her business, and why she feels that an important benefit of the monthly subscription model is the accountability it places on her coaches to show value to clients. She also shares why she ditched an off-the-shelf software package and developed her own proprietary budgeting tool for clients, the lessons she learned through that development process, and why she has been able to build a diverse and inclusive team of coaches who can relate to clients in a really unique way. For show notes and more visit: https://www.kitces.com/244

The number of women I get to speak with who are tackling different businesses and brands continues to amaze me! Today's guest, Shannon McLay, is the founder of The Financial Gym, which provides you with a personal financial trainer to put you in control of your finances, one step at a time. Shannon starts by telling me how she was living life according to plan, checking all the boxes and making money, when she realized that she wasn't really happy or enjoying what she was doing. What Shannon did next is pretty bold -- she continued working her 9-5 at Merrill Lynch while taking on (what she called) pro bono clients that didn't meet her financial threshold but needed real help. This is what brought her to life! She started the The Financial Gym slowly, mainly working off referrals and building her team accordingly. Shannon and I jump into some personal development pieces that I LOVED -- my favorite being when she puts herself in time out and how she curates her social media. She also gives us insight into her schedule and when she forces herself to take off. We finish with her breaking down what The Financial Gym is and the three types of clients they service. Shannon has such a great story of someone who found her passion and continued to forge the path to make it a business. Whether you have your finances in a spreadsheet or have no idea what you are doing, this episode and The Financial Gym can help! Make sure to check out their site, Instagram and Shannon's podcast.   Full show notes here. 

In this episode, Jenny interviews guest Shannon McLay, the founder of “The Financial Gym,” a company that pairs you with a B.F.F. (Best Financial Friend) to take a fitness inspired approach to transforming your money shame into money success. Listen to Jenny and Shannon discuss the ups and downs of entrepreneurship, learning financial literacy in adulthood, and reclaiming the financial world from men.

Michael Willis interview - 1:00-21:45The cap-weighted vs. equal-weight distinctionWhat's holding back adoption of equal-weighted indicesPotential expansion of the equal-weighted approach and the shifting macro dynamicsRelative performance and the nature of how cap-weighted and equal-weighted workThe aha momentShannon McLay of Financial Gym interview - 22:00-53:00The inception for Financial GymApps vs. coaching as a way to teach people about financeFitness as a concept for financial healthThe target audienceHow the gym model worksHow this coexists with the financial advisor model and expands the potential client baseUsing social media and online ‘gyms' in the businessGuest Bios:Michael Willis has worked in the Wall Street industry for the past 25 years. He is the lead portfolio manager for INDEX FUNDS and previously worked for UBS, Paine Webber and Smith Barney. Mike enjoys turning big ideas into reality.Shannon McLay  graduated cum laude with a degree in Business from Wake Forest University in 2000 and has since worked in financial services for the last 17 years. Her experience is in institutional sales, retail sales, hedge fund sales and management. She is the author of "Train Your Way To Financial Fitness" and her own blog, Financially Blonde, as well as being a contributor to AOL, LifeHacker, Huffington Post, US News & World Reports, Budgets Are Sexy, Frugal Rules and others. Shannon hosts the award-winning business and investing podcast, Martinis and Your Money – Living a Better Life One Cocktail at a Time, and is dedicated to helping people achieve financial freedom, which is how the Financial Gym came to be.

In this episode, Dr. Bob has an informative and delightful conversation with Shannon McLay, CEO and founder of The Financial Gym. Shannon tells us how she entered into the financial world and the path to starting her successful company. She also gives us a wealth of information on how to handle your finances without fear, saving for retirement, preparing to pay for college, how to teach your children about financial literacy and so much more. This is a must listen episode friends!   Shannon McLay is the CEO and founder of The Financial Gym a national, personal financial services company with a fitness-inspired approach. Certified Financial Trainers™ work with clients one-on-one virtually and in physical locations across the country on a regular basis to teach them financial literacy, how to be accountable for their money, and how to make smarter, more strategic decisions about their finances. After a 13-year career working for Bank of America Merrill Lynch, , Shannon's goal was to open a financial services company that would help clients of all financial shapes and sizes. Shannon currently hosts the award-winning podcast, Martinis and Your Money and is the author of Train Your Way to Financial Fitness. She has been featured on the TODAY show, The New York Times, Fast Company, Forbes, Crain's, , Inc. and Her Big Idea. Shannon was also named a Woman to Watch in SHAPE's Women Changing the World issue in 2019. The Financial Gym serves over 4,000 clients in all 50 states with physical locations across the country.   How to contact Shannon McLay: Instagram  Twitter The Financial Gym Instagram The Financial Gym Twitter How to contact Dr. Bob: YouTube: https://www.youtube.com/channel/UChztMVtPCLJkiXvv7H5tpDQ Instagram: https://www.instagram.com/drroberthamilton/ Facebook: https://www.facebook.com/bob.hamilton.1656 Seven Secrets Of The Newborn website: https://7secretsofthenewborn.com/ Website: https://roberthamiltonmd.com/ Pacific Ocean Pediatrics: http://www.pacificoceanpediatrics.com/

Happy New Year and welcome to Season Two of the No Shame in this Money Game podcast. The flip of the calendar can feel inspiring. If you traditionally make a New Year’s resolution, statistics tell us that it most likely involves a fitness or financial goal. Have you ever thought about combining the two? In Financially Fit in 2021, Shannon McLay, Founder and CEO of the Financial Gym, explains how maintaining your financial health is similar to maintaining your physical health. Listen to hear her share some tips on the small actions you can take in 2021 to become a more financially healthy YOU!

The emotions of fear and shame often surface for people as they address their finances. Shannon McLay, the founder of the Financial Gym, joins Scott on Founders Focus to discuss her journey and tips she has for founders and would-be founders as they build their businesses. The Financial Gym is a fitness-inspired, personal financial services company. After a 13-year career working for Bank of America Merrill Lynch, Shannon’s goal was to open a financial services company that would help clients of all financial shapes and sizes.Dive deeper into the episode here: http://bit.ly/3hJognFHave feedback? Connect with Scott Case on LinkedInVisit foundersfocus.com to join the live video sessions, watch past sessions, and see what topics are up next.

Shannon McLay is the founder and CEO of The Financial Gym, a national personal financial services company that takes a “fitness-inspired” approach to finances. Shannon has been featured on numerous news outlets, and she’s been named a woman to watch in Shapes “Women Changing the World” issue in 2019. On our new episode of YAFPNW, Matt and Shannon talk about what makes The Financial Gym different from traditional financial firms, the psychology of working with clients, and the one skill that every advisor needs.

Shannon McLay joins the #Clockedin Podcast with her story. After years of working for a big bank including working as a financial advisor for Merrill Lynch, she was inspired to create a financial services company that actually cared for its clients and provided them the services they needed. Most financial services companies only care about you as far as they can sell you products like investments, bank accounts, credit cards, loans and insurance policies. They also want to give you technology and apps to solve your financial problems; however, something we know at the Financial Gym is that money is personal and people aren’t algorithms. Anyone can put together a financial plan, but how many people actually follow it and stick with it?In our podcast we discuss about the importance of financial literacy and ways of gaining literacy. Financial Gym Website: https://financialgym.com/ Financial Gym Instagram: https://www.instagram.com/thefinancialgym/ Hope you find value in this. If so please provide a 5-star and drop a review. Complimentary Edwards Consulting Session: https://calendly.com/jordan-555/collaboration-call

We sit down with Shannon McLay, host of the Martinis and Your Money podcast, to discuss PSLF, mid-level financial goals, credit score monitoring, and what you need to know as a pediatrician.

Seven years ago, Shannon McLay was working as a financial advisor with a big corporate bank feeling disheartened about the work she was during. The pro bono work she was doing helping people who couldn't really afford her advice proved to be so much more fulfilling. So Shannon founded The Financial Gym. Based on a fitness-inspired approach to planning and managing your money, The Financial Gym aims to get 1 million people financially fit. Shannon recognises the key to success for most people is having the on-going behavioural support to continue to make smart decisions about your money. Tune in to hear Shannon's story and more about The Financial Gym's approach great financial health - regardless of your bank balance.

In this episode, Jenny interviews guest Shannon McLay, the founder of “The Financial Gym,” a company that pairs you with a B.F.F. (Best Financial Friend) to take a fitness inspired approach to transforming your money shame into money success. Listen to Jenny and Shannon discuss the ups and downs of entrepreneurship, learning financial literacy in adulthood, and reclaiming the financial world from men.

Starting a business is hard. It's even more challenging when it is a brick-and-mortar business and there is a lot of upfront money needed to get things off the ground. Once Shannon McLay had the idea for the Financial Gym, she needed to find investors that would support her vision. Miranda Marquit speaks with Shannon about the business acumen it took to get her company going and the strategic moves she is making because of the pandemic. - Shannon shares how she was able to raise capital for her business - The importance of networking and how to nurture networking relationships - The role investors play in your business - The challenges the Financial Gym is facing because of the pandemic For information and resources, visit https://plutusfoundation.org/2020/raise-funds-build-dream

Being an entrepreneur can take a toll on your mental health. In this episode, Shannon McLay shares how building her company, The Financial Gym, affected her mental health. She talks about the challenges of raising money and what she's doing to manage her mental wellbeing. She gave advice on how entrepreneurs can protect themselves from financial and mental health strain. We also discuss how she is being a trailblazer in creating a company that prioritizes the mental health and wellbeing of her staff.

Shannon McLay is the Founder and CEO of Financial Gym. Shannon never had a career as an entrepreneur in her life plan. Starting from when she was 14, she had one thing on her mind – making money. She started working in investment banking out of college and used to tell everyone, “I'm not changing the world, I'm just making money.” When she hit 30, she started questioning her purpose and realized she didn't have a great answer for herself. As she started looking for a financial advisor of her own, she realized they all looked and felt the same. After becoming a financial advisor herself and realizing she was spending more time helping people pro-bono than the clients she was paid to advise (with over $250K in assets), she knew there was an unmet need. That's when she got the idea for Financial Gym.At Financial Gym, Shannon and her team are chasing a noble mission – to change the financial health of this and future generations. They work with over 3,000 clients remotely across all 50 states as well as in their 4 physical locations. They have a diverse client base, ranging from 17 to 74 years old across all levels of financial health and think of themselves like a regular gym but for your money.This was an inspiring interview that helped break down the big scary monster that is financial health and taught me a bunch of things I should be doing to improve my own. Tune in to hear Shannon's story!Mention “The Founder Podcast” during your free consultation and get 40% off your membership during Covid (15% off when Covid ends).EPISODE TOPICS: (2:28) Financial Gym snapshot today(3:22) Background(10:27) Initial product(20:00) Business model today(20:45) Financial plan details(25:09) Financial health themes/pitfalls(28:40) Financial tips(36:25) Ways to negotiate your salary(38:24) Outside the box marketing tactics(42:40) Competition(46:20) Scale(49:09) Manifesting the future(50:08) Hiring(52:31) Financial health myth-busters(54:31) Investor lessons(55:50) Mentor advice(57:47) Advice to younger self(58:37) Biggest challenge today(1:00:03) Exciting trends(1:01:53) Learning & resources(1:03:32) Shannon's startup manifesto (1:04:07) Shannon's founder nomination Financial Gym - www.financialgym.comFollow The Financial Gym (@thefinancialgym) on InstagramFollow Shannon (@theshannonmclay) on Instagram // LinkedIn // PodcastShannon's learning and resource recommendations The Founder - www.thefounderpod.com Follow The Founder (@founderpodcast) on Instagram // Twitter // LinkedIn // YoutubeFollow Kallaway on Instagram // Twitter 

99% of people experience financial anxiety. 78% of Americans live paycheck to paycheck. Eight in ten Women do not feel highly confident in their financial decisions. Today, we are joined by Shannon McLay, Founder and CEO of The Financial Gym, a startup with a mission to improve the financial health of millions of Americans by putting the “personal” back in personal finance. Today, we hear about her arduous fundraising journey and how it almost left her in personal financial ruin.

Shannon McLay with Budgets Are Sexy shares her thoughts on hiring the right financial advisor.    Episode 966: I'll Show You Mine by Shannon McLay with Budgets Are Sexy on Hiring the Right Financial Advisor   J. Money is a 6'1, hyperactive, rock a ‘hawk who loves drinking beer, blaring hip-hop, talking about money, and now playing with his two adorable baby boys. He tracked his expenses for 3 months, made a budget, read some books, and stumbled into personal finance blogging and idea sharing, randomly turning BudgetsAreSexy.com into his full time “real job” a few short years later--14 million views later!   The original post is located here: http://www.budgetsaresexy.com/one-question-to-ask-financial-advisor/   Please Rate & Review the Show! Visit Me Online at OLDPodcast.com & in The O.L.D. Podcasts Facebook Group! and Join the Ol' Family to get your Free Gifts With the SendPro software, you can compare shipping rates between carriers, plus save 40 percent off USPS Priority Mail shipping and get 5 cents off every letter you send. Our listeners can try it FREE for 30 days and get a FREE 10 pound scale, but only when you visit: PB.com/finance. Learn more about your ad choices. Visit megaphone.fm/adchoices

Shannon McLay with Budgets Are Sexy shares her thoughts on hiring the right financial advisor.    Episode 966: I'll Show You Mine by Shannon McLay with Budgets Are Sexy on Hiring the Right Financial Advisor   J. Money is a 6'1, hyperactive, rock a ‘hawk who loves drinking beer, blaring hip-hop, talking about money, and now playing with his two adorable baby boys. He tracked his expenses for 3 months, made a budget, read some books, and stumbled into personal finance blogging and idea sharing, randomly turning BudgetsAreSexy.com into his full time “real job” a few short years later--14 million views later!   The original post is located here: http://www.budgetsaresexy.com/one-question-to-ask-financial-advisor/   Please Rate & Review the Show! Visit Me Online at OLDPodcast.com & in The O.L.D. Podcasts Facebook Group! and Join the Ol' Family to get your Free Gifts With the SendPro software, you can compare shipping rates between carriers, plus save 40 percent off USPS Priority Mail shipping and get 5 cents off every letter you send. Our listeners can try it FREE for 30 days and get a FREE 10 pound scale, but only when you visit: PB.com/finance. Learn more about your ad choices. Visit megaphone.fm/adchoices

Listen in to learn what financial literacy truly is, the importance of goal-setting, and how to take control of your own personal money story. “It is your job to feel comfortable with your money choices and decisions and what is impacting your personal money story. That, I feel, is financial literacy.” - Shannon McLay. Learn more about this episode of The Stay Inspired Podcast at http://www.kongitfarrell.com/39

Money is on our mind when dreaming of adventure, a sports event or new lifestyle.With me today is Shannon McLay, one of the few female financial CEO's and we aim to get you thinking differently about money.Shannon McLay founded the Financial Gym 4 years ago and has been creating gym magic ever since. Shannon and her team teach their clients how to manage their money in a fun way and get financially fit: making their lifestyle work around your money - and they have a 90% success rate!We don't want money to get in the way of you achieving your dream, so tune in to pick up some money wisdom.

Today's episode is all about financial health. When today's guest approached me asking me to be on the show I hesitated and asked myself is money related to wellness at all? In the end I definitely believe it is. My personal belief is that money is an energy. Its not inherently good or evil, it's a tool that we can use to amplify ourselves. I'm a believer that if you're a generous, positive person with good intentions money can just help you do the things and give and be more of that awesome energy. The same goes for if you're a dickhead. Obviously there's a million things we could dive into with money but today we kept it pretty simple. This episode is especially geared towards folks who are in their twenties and early thirties, but heck anyone who just wants to feel a little more empowered and in control. Just like with your wellness and health there's no one right answer with how to manage your money. If you're listening and don't agree with everything my guest says that's absolutely ok. We all have a right and ability to manage our money in a way that works for us. I also wanted to note that if any of the diet related metaphors don't work or resonate with you I totally get that. Some of them didn't really land with me but I was able to understand the point she was making and the money advice was still great. So just because maybe a certain metaphor doesn't click - you can still listen to and enjoy the financial side of things. What I really loved is that Shannon is not black and white about money. She knows that everyone thinks and manages things differently which is what really helped me get a lot of benefit from this advice. I loved how she didn't say there's just one way to do everything. We Talk About: How to have a positive mindset around money Why a lot of financial advice is geared towards “perfection” and isn't realistic Fear & Shame are some of the most common themes when it comes to money Limiting beliefs around money When it's the right time to see a person instead of using an app Why money is one of the final taboos Why “money is not important to me” should be cut out of your vocabulary Shannon's belief why no one should feel bad about not understanding money What are some of the biggest myths that people still believe about money Why long term savings is like a cross country road trip Start with short and medium term goals first Why Shannon believes you save and pay off debt at the same time Why financial planning is not one size fits all Shannon's tip for recent college grads - set up auto saving behaviors Tips for saving for your first house Savings Tips First step is to save 6 months of emergency savings Second step is to save for your first big medium term goal Where to start saving after you're done paying off debt How financial control relieves major stress in your life Tips for saving money in college - prioritize 1 or 2 areas of spending why expense tracking isn't for everyone How to get started with IRA's and retirement savings Work with an accountant to figure our what's best because retirement has a lot to do with taxes Shannon's biggest piece of advice when you're just getting started   Resources Shannon Mentions Financial Diet Youtube Ally Savings Bank   Investment Tools Bettermint Wellfront DriveWealth Practice investing Motif Investing (portfolios with themes)   Different Types of Budgeting goals based budgeting cash diet expense tracking zero sum budgeting   Types of IRA's for business owners simple IRA SEP IRA 401k   Connect with Shannon Financial Gym Blog Podcast: Martinis and Your Money On Instagram  

Thank you for reading this article, which comes to you originally from Personal Profitability.Shannon McLay started her career as a traditional Wall Street investment banker. Eventually she realized she could do a lot more to help her clients and left her high paying career to start The Financial Gym, a financial advising business with a very unique twist. Learn how she and her team of financial trainers help […] The post PPP055: I'm Shannon McLay and I Run a Financial Gym appeared first on Personal Profitability.

What is the different between working out your money muscles and getting your finances in order? A gym, a financial gym that is. In today's episode, we get to know Shannon McLay the face (and owner) behind The Financial Gym!  What you'll learn about in today's episode: How the lack of money conversations led her successful career Why she branched out on her own with the Financial Gym What keeps her successful with her money with her recent divorce For the complete set of show notes for this episode go to http://www.jenhemphill.com/80 Be sure to continue join us in more money conversations in our FREE community over here: http://www.jenhemphill.com/community  Enjoy this episode and want more? Be sure to subscribe and leave us a review on iTunes: https://itunes.apple.com/us/podcast/her-money-matters-money-talk/id1006403754  By you doing that will help us reach more women like you. It's easy, here is how: http://jenhemphill.com/how-to-subscribe-and-leave-a-review-on-itunes/

Shannon McLay is the founder of The Financial Gym, a fun place to chat with a financial trainer and get your finances in order to start living the life of your dreams. Shannon left a "traditional" financial services to start her own company because she felt the traditional financial services didn't have the tools or resources to help people in their 20s and 30s. Shannon is the host of a podcast, Martinis and Your Money. In this episode we talk about millennials and money, why paying off student debt shouldn't be our total fixation, and how we can somewhat have our cake and eat it too when it comes to building wealth and paying off those loans. Get the show notes.