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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.
From financial advisor to "accidental entrepreneur," Shannon McLay went all-in to launch The Financial Gym with a goal of making financial fitness fun and attainable for everyone. Learn how she has found passion, purpose, and happiness. Guest Biography Shannon McLay is a financial planner who left a "traditional" financial services firm to start her own company, The Financial Gym, because she felt traditional financial services firms did not have the tools or resources to help the everyday Jack and Jill who are trying to build assets while also managing debt. Shannon realized that the key to financial success for most people is human contact and not a website or an app. People are more than algorithms and The Financial Gym is putting the personal back in personal finance. Through her blog, Financially Blonde, her book, Train Your Way To Financial Fitness, her podcast, Martinis and Your Money and her company, Shannon is committed to making financial fitness fun, easy and accessible for everyone. Show notes: http://www.inspiredmoney.fm/037 In this episode, you will learn: The financially correct way to start a business. How the tiny decisions add up and allow you to hit big milestones. How adding friction between you and your spending can save you money. Find more from our guest: ShannonMcLay.com financialgym.com financially-blonde.com (blog) Twitter Instagram LinkedIn Mentioned in this episode: Jason Vitug - Road to Financial Wellness Mint.com Books: Train Your Way To Financial Fitness If Life Is a Game, These Are the Rules: Ten Rules for Being Human as Introduced in Chicken Soup for the Soul Runnymede Money Tip: National Association of Unclaimed Property Administrators missingmoney.com Thanks for Listening! To share your thoughts: Leave a note in the comment section below. Share this show on Twitter or Facebook. To help out the show: Leave an honest review on Apple Podcasts. Your ratings and reviews really help, and I read each one. Email me your address, and I'll mail you an autographed copy of Kimo West and Ken Emerson's CD, Slackers in Paradise. Subscribe on Apple Podcasts. Special thanks to Jim Kimo West for the music.
Today we are talking with Shannon Mclay. Shannon is the author of ‘Train Your Way To Financial Fitness’ and her own blog Financially Blonde. Shannon is the founder and CEO of the Financial Gym where she helps people become financially fit. Shannon is a contributor to AOL, LifeHacker, Huffington Post, US News & World Reports,... The post Getting Financially Fit with Shannon Mclay (Financially Blonde & Financial Gym) appeared first on Financial Freedom Community.
On today's show we speak to Shannon Mclay, owner of The Financial Gym about how to get your money back in shape! Shannon is a financial planner who left a "traditional" financial services firm to start her own company, The Financial Gym, because she felt traditional financial services firms did not have the tools or resources to help people in their 20s and 30s who are starting out and trying to build assets while also managing debt. She realized that the key to long-term personal financial success is a commitment to financial fitness and making smart financial choices. Through her blog, Financially Blonde, her book, Train Your Way To Financial Fitness, her podcast, Martinis and Your Money and her company, Shannon is committed to making financial fitness fun, easy and accessible for others. Shannon and the Financial Gym have been featured in credit karma, business insider, U.S. News, Huffington Post, GoBanking Rates, The Wall Street Journals Market Watch, MSN Money, CNN Money, and many more.. --- Support this podcast: https://anchor.fm/the-ash-cash-show/support
Today’s guest episode of USR features financial planner Shannon McLay! Shannon started her journey by leaving a "traditional" financial services firm to start her own company, The Financial Gym. Her primary focus when creating this was because she felt most financial service firms did not have the tools or resources to help people in their 20s and 30s who are starting out and trying to build assets while also managing debt. She realized that the key to long-term personal financial success is a commitment to financial fitness and making smart financial choices. In today’s interview, Shannon is covering the top mistakes she sees entrepreneurs make when making financial decisions in their businesses. She challenges her clients to ask themselves “If I buy this today, is this something that is bringing me closer to my goals and what I want out of life? Or taking me further away from it?” In this episode, you will learn: -the top 3 financial mistakes entrepreneurs make (and how you can avoid making them yourself!) -how to be more financially conscious and ultimately stop spending money on things you don’t need -the best ways to channel your financial knowledge (whether it’s in teaching your kids, running your business, or focusing on your own personal spendings) Through her blog, Financially Blonde, her book, Train Your Way To Financial Fitness, her podcast, Martinis and Your Money and her company, Shannon is committed to making financial fitness fun, easy and accessible for others. She firmly believes that having passion about your company is an essential aspect, but being able to balance that passion with thought out financial goals is the key to creating financial stability in any business. Connect with Shannon: http://financialgym.net/ http://financially-blonde.com/ https://twitter.com/theshannonmclay Connect with Kelly: www.kellyroachcoaching.com www.facebook.com/kellyroachinternational www.twitter.com/kellyroachint A HUGE thank you for listening to Unstoppable Success Radio! I would be so grateful if you left me a rating and review! My mission and goal is to serve you, my listeners, so please submit your questions for an upcoming #ask Kelly episode by emailing coaching@kellyroachcoaching.com or @kellyroachint or calling 610 910 3600 to submit your questions! Here's how I can help you achieve your goals: -How to build, scale and automate growth in your business:kellyroachcoaching.com/yes -Take your hobby, side hustle or new business quickly to the 100k mark: kellyroachcoaching.com/100k -Turbo charge your productivity, break through overwhelm and the impact the profit in your business in 30 day or less kellyroachcoaching.com/higher-profits/ -Inquire about Private consulting and coaching by completing the application at: http://kellyroachcoaching.com/apply-now/ Get insider tips and resources only available to my private email community by texting IGNITE to 44222 or visiting kellyroachcoaching.com and selecting any of the exciting resources or trainings available for immediate download. Have you gotten your copy of UNSTOPPABLE: 9 Principles for Unlimited Success in Business and in Life at Amazon here NOW!
Today we talk with Shannon McLay who is a financial planner who left a “traditional” financial services firm to start her own company, The Financial Gym. Shannon left corporate because she felt traditional financial services firms did not have the tools or resources to help women who are serious about being financially independent. Through her blog, Financially Blonde, her book, Train Your Way To Financial Fitness, her podcast, Martinis and Your Money, Shannon is committed to making financial fitness fun, easy and accessible for everyone. AND she is doing all this with a 10 year old son in tow. Please check out the show with, Shannon McLay. Here's what we talked about: Knowing what your self-worth really is. Women's biggest downfall is that they spend emotionally. Paying your self a salary comes first. The importance of your kids seeing you work. If you haven’t already done so, check out this podcast episode with Shannon McLay, as she gives you compassionate advice and actionable tips on how to make your business grow!
Shannon is a financial planner who left a "traditional" financial services firm to start her own company, The Financial Gym, because she felt traditional financial services firms did not have the tools or resources to help people in their 20s and 30s who are starting out and trying to build assets while also managing debt. She realized that the key to long-term personal financial success is a commitment to financial fitness and making smart financial choices. Through her blog, Financially Blonde, her book, Train Your Way To Financial Fitness, her podcast, Martinis and Your Money and her company, Shannon is committed to making financial fitness fun, easy and accessible for others. Welcome to the Expert Trading Systems Podcast with your host Steven Cawiezell. Steven has established TheTradersPlan.com as a distinctively unique ETF & Growth stock newsletter that focuses on trends in the market indices. Being a former Financial Advisor at a large broker dealer (and watching portfolios crash in 2008) forced Steven to create a Simple, Powerful Market Timing Strategy That Consistently Outperforms the Market Indicies that anyone can follow" To watch a free training webinar where Steven shares with you the secrets to his easy to follow ETF trading system simply go to TheTradersPlan.com On the Podcast Steven brings together trading systems experts, Professional Traders, and financial authorities to share with you how they help their clients make profitable trades and you can too.
Today’s guest has a really interesting story and is a woman after my own heart, helping young professionals navigate debt while teaching financial independence and what it means to be “financially fit.” Shannon McLay is a financial planner who left a stable job at a traditional financial services firm to start her own company, The Financial Gym. She felt that all traditional financial services firms did not offer the proper tools or resources to help young people in their 20s and 30s who are looking to build assets while also managing debt. Shannon believes that the key to long-term personal financial success is commitment to financial fitness and making smart financial choices. Well, amen to that! Through her company, Financially Blonde blog, her first book, “Train Your Way To Financial Fitness” and podcast, Martinis and Your Money, Shannon is covering all platforms so that financial fitness can be fun, easy and accessible to everyone! You can tune into her podcast every Friday to hear more from her. Three takeaways from our interview today include: The risks she took to leaver her job at Merrill Lynch and start her own company. How she’s going about raising capital to grow her financial planning business. As she says she’d like to someday like to do for the financial planning world what H&R Block has done for accounting services. How to win a free SIGNED copy of Shannon’s book Train Your Way to Financial Fitness. Shannon is giving away 5!
Welcome to Episode #2! Shannon is a financial planner who left a "traditional" financial services firm to start her own company, NextGen Financial, because she felt traditional financial services firms did not have the tools or resources to help people in their 20s and 30s who are starting out and trying to build assets while also managing debt. She realized that the key to long term personal financial success is a commitment to financial fitness and making smart financial choices. Through her blog, Financially Blonde, her book Train Your Way To Financial Fitness, her podcast Martinis and Your Money and in the very near future her next company, The Financial Gym, Shannon is committed to making financial fitness fun, easy and accessible for others. Learn more about Shannon at http://financially-blonde.com/
Shannon McLay is a financial planner who left a “traditional” financial services firm to start her own company, NextGen Financial, to help clients in their 20s and 30s get financially fit. Through her blog, Financially Blonde, her book, Train Your Way to Financial Fitness and her partnership with Money Saving Pro, Shannon is committed to making financial fitness fun, easy and accessible for others. She recently launched her podcast, "Martinis and Your Money," which made the New And Noteworthy list on iTunes. Website: www.nextgen-financial.com Blog: www.finblonde.com Twitter: @theshannonmclay