Episodes
Feb. 9, 2021
#055: Simplifying your finances
So how can you simplify your finances? What things, activities, and even thoughts can you eliminate, delete, delegate or do less off in return to create more space, time, and energy to focus on things that are going to bring ...
Feb. 5, 2021
#054: DREAM Budget: Practical Steps to make Your budget work | Nick True
Did you know that your DREAMs are totally real and possible to materialize?! No matter how big or small. There just needs to be a little bit of structure in place around your finances, spending, and budgeting in particular. I...
Feb. 3, 2021
#053: The Happy Side of Budgeting | Nick True
Can budgeting be a happy process? Most people cringe when they hear the word "Budget". But Nick True from https://mappedoutmoney.com/ says "yes, IF you learn how to incorporate it into YOUR life and not the other way around"...
Feb. 1, 2021
#052 My Birthday Wish
Happy B-day to me! It’s my birthday week. I am turning 38. I was thinking about what I want this next year to look like. So for my personal, family, and professional life, I decided to pick a theme. And my theme associated wi...
Jan. 29, 2021
#051: How to Figure Out Your Financial Priorities and Goals
How do you gain clarity about what to focus on when it comes to your financial goals? I love this topic. Sounds sophisticated. It’s really not. Simply said, it's your goals, your life goals, which turn into financial goals be...
Jan. 27, 2021
#050: Chicken or the Egg: Paying off Debt vs. Saving in Emergency Reserves
Where should you focus your financial energy at? Should pay off your Debts first and then save in Emergency Reserves, or the other way around? I'd like to explore how we can do both!
Jan. 25, 2021
#049: Should you combine your finances with significant other?
Long gone are days when merging finances required for you to be married, live in the same household, and letting one of the other partners control the wallet. In working with a lot of couples, from all walks of life, all kind...
Jan. 22, 2021
#048: How To Organize Your Finances Online And Beyond
Over the years, I've tried everything possible to organize my money. I'm talking about keeping track of all my accounts, paper statements, insurance documents, bills, wills, old tax returns, business documents, and more. It s...
Jan. 20, 2021
#047: Filling System for Your Finances
What does a filling system for your finances look like? I didn’t want to wait until Spring, as it always brings out the urge to organize, to clean, to get rid of, to free up! Let's do it now! It feels good to start fresh. ...
Jan. 18, 2021
#046: How is Your Financial Health?
Once per year I recommend sitting down and look at where your Financial Health is. Just like if you would go to the doctor’s office to get an annual check-up. The idea here is to see how much progress you’ve made. I am a big ...
Jan. 15, 2021
#045: Favorite Time Hacks | Emily Martinez
In this interview second interview with Emily Martinez, time hacking expert, we go about discussing her favorite time hacks you can apply in all areas of your life: family, household, relationships & business. Learn true and ...
Jan. 14, 2021
#044: Want to Hack More Time into Your Life? | Emily Martinez
In the next two episodes, I share an interview with a time hacking expert Emily Martinez. This is the topic we all need to revisit, not just once a year, but every day! We are talking in this episode about how can we find mor...
Jan. 11, 2021
#043: How many financial accounts do I need?
Very frequently I get a question by my clients, friends and family about how many accounts they need to have? Checking, Savings, Online Savings, Money Market, Credit cards, etc. There is no right or wrong answer, it’s really ...
Jan. 9, 2021
#042: Why I am refinancing, ONLY after 6 months of home purchase.
Mortgage rates have been on fire and I’ve been telling clients for months now to look at refi options. Here is what Yuri and I decided to do this week, to Refi our 3.25%- jumbo loan, with an awesome rate of 2.5% with 0.3% poi...
Jan. 6, 2021
#041: 3 Money Tips To Get You Started in 2021
We are all taking a collective sigh of relief that one of the toughest years in recent history is almost over. We will head into 2021 with strength and optimism, better understand what we can do better in the new year. One of...
Jan. 5, 2021
#040: New Years Resolutions We Can Get Behind
This time of the year it is natural time to try to integrate your past, present, and future. As always, though, it’s important to use these three-time frames in a way that fills you with confidence and excitement instead of s...
Jan. 1, 2021
#039: How To Know If You Are Good With Money?
When it comes to your finances, you are only competing with yourself. You have to measure how you are doing against your own personal goals. In today's episode, I talk about 5 financial measurements to track every year to hel...
Dec. 30, 2020
#038: Showing Gratitude For The Past Year
A new year is a powerful occasion: It’s a time when we reflect on our gratitude for the past and set our hopes for the future. And it’s a chance to welcome a fresh start to restart our enthusiasm for chasing goals and dreams.
Dec. 28, 2020
#037: Did you get everything you wanted for Christmas?
Happy Holidays Money Bosses! I was looking over an article the other day and it’s crazy to me to see some of the statistics about how much money people make, how much they spend and how poorly they still feel, how depressed s...
Dec. 25, 2020
Holiday Wish - Merry Christmas!
A conversation with Santa…. Me: “I want a magical Unicorn for Christmas” Santa: “Be realistic” Me: “Okay. I want 5 minutes to myself each day to drink my coffee hot and pee in peace.” Santa: “What color Unicorn would you like...
Dec. 23, 2020
#036: Learning Financial Lessons From Classic Holiday Movies
You all like to watch movies right? Well, do you ever wonder or think about the financial lessons you might learn from watching some of your favorite holiday classics? In this episode, I talk about my top 5 movies you can wat...
Dec. 21, 2020
#035: What Happens When You Reach Your Goal?
2020 was a challenging year involving finances, the pandemic, shutdowns, and working from home. In today's episode, I wanted to talk about what happens to us emotionally when we reach the height of our goals that we've been w...
Dec. 19, 2020
#034: How To Relieve Holiday Stress
We often blame other people or external events for the stress that we are experiencing. On today's podcast, I want to talk about financial stress over the holiday season and how to cope with it.
Dec. 17, 2020
#033: Holiday Family Activity Ideas During Covid-19 Pandemic
Let’s face it, this year life is very different including the holidays that are coming up. In this episode, I mention several family activities you can still enjoy together during the holidays.