Episodes
May 10, 2021
#094: Want More Financial Abundance in Your Life? | Ash Shukla
ABOUT GUEST: Ash Shukla came to the U.S. from India in 1989 with 20 dollars and without a word of English. He helped over 5,000 businesses, received a Congressional Honor, run a successful financial planning business, and pu…
May 8, 2021
#093: Happy Mother's Day!
Reach out to your Moms, tell them you love them because at the end of the day it’s not the gifts and the flowers they really want, but a little attention and appreciation of their love for us! Happy Monther’s day to all the …
May 5, 2021
#092: Financial implications of raising a family on women's career | Liz Hand, CFP®
Our guest Liz Hand, CFP® has worked in personal finance for over a decade and focuses her practice on helping women step into retirement by managing investments, designing retirement income, and distilling the complex financ…
May 3, 2021
#091: Does your money need a vacation?
So what does it mean? I bet you are curious to know what I will be doing. TOPICS DISCUSSED Financial goals review Goals and values exercise Check out Episode #078 Do your money behaviors match your values? EPISODE SPONSORS M…
April 30, 2021
#090: So You Want to Buy a New Home Soon?
If you're a little daunted about saving up for a down payment, here's how to get started WHAT YOU'LL LEARN: How to put together a strategic purchase plan How to not overspend Your timeline Setting proper goals and metrics Yo…
April 28, 2021
#089: 3 Signs Your Life Might Be Too Busy
We aren’t just busy—we’re too busy. We’re rushing and running ragged and feeling burned out. We have ridiculous expectations of ourselves. And to make matters worse, busyness is often celebrated in our high-achieving, fast-p…
April 26, 2021
#088: Having a Deadline
WHAT YOU’LL LEARN -How to use life events as a great catalyst to get you moving -Trick yourself by anchoring -What is an estate plan? Why you need it. How to get it. -Expanding your family, think family protection, aka, Life…
April 23, 2021
#087: Financial Boundaries to Gain Real Freedom
EPISODE SPONSORS- Thank you! Money Flow System - Download Free Money Flow Playbook and start automating your finances. SUBSCRIBE & SHARE Want to be the first to know when new episodes are released? Click here to subscribe in…
April 21, 2021
#086: Financial App Review - Mint.com
Disclosure: I am not affiliated or work for mint.com! Simply a long-time user. WHAT YOU’LL LEARN What it is www.mint.com and how it works Features Alerts How mint makes money Is mint secure it is Pros & Cons LINKS www.mint.c…
April 19, 2021
#085: Get Your Family Financial Garden On
In this episode, Anna uses her experience of starting a garden with her family as a metaphor for focusing on growing financially. With our busy schedules and lives, we spend so much time focusing on how to make more and more…
April 16, 2021
#084: Is Managing Finances an “Art” or “Science”?
WHAT YOU’LL LEARN Tapping into the "Art" of Money has been the most freeing experience for me personally and for many of my clients. Here are a few techniques I found helpful to get you thinking more about the Art part of th…
April 14, 2021
#083: How Prepared are You for Emergencies?
When an emergency strikes at the least expected time, how well are you prepared to handle it? Whether it’s a job loss, medical expenses, divorce, bankruptcy or an emergency home repair, the sudden change in your financial si…
April 12, 2021
#082: Happy B-day to my hubby, Yuri!
MEET Yuri! Yuri Sergunin , CCIM , is a leading expert in the greater Bay Area commercial real estate market with a primary focus on exclusive representation of private and institutional capital clients in their disposition a…
April 9, 2021
#081: Financial literacy for children: What parents need to know |Jim Degaetano, CFP
WHAT YOU’LL LEARN Jim Degaetano, CFP® shares what parents need to know when teaching children responsible spending, saving, and investing skills. Teaching Financial literacy for kids of all ages is simply educating them on …
April 7, 2021
#080: 6 Mistakes Women Should Avoid with Their Finances
It’s important to keep in mind that the choices you make today and the habits you form now can affect the rest of your financial life. Learn about the 6 financial mistakes women often make and how to steer clear of these mis…
April 5, 2021
#079: Smart and Affordable Travel | Kelli Nielsen
Travel coach Kelli Nielsen from www.tripfixers.com , shares with us how anyone who is interested in traveling the world can go anytime, inexpensively, and bring the entire family along.
April 2, 2021
#078: Do Your money Behaviors Match Your Values?
What if you want to change this? Let's dive in and explore today how understanding our core values in life can help us create better financial goals and a more cohesive plan for our money!
March 31, 2021
#077: Money Story: Jim Ludwick, CFP®
Jim Ludwick, CFP® is a founder of MainStreet Financial Planning, Inc a fee-only, financial planning company, shares his Money story with us today!
March 30, 2021
#076: Online Course Creation | Dr. Sonia Murrey
Let’s look beyond that and focus on how anyone, with any type of passion and expertise, can use this opportunity to share their knowledge with the world that can live forever. That’s where online courses come in! Our guest t…
March 26, 2021
#075: 5 Headwinds Impacting Women's Finances
We heard traditionally that women face lots more challenges when it comes to their finances. Regardless of that I want to flip the coin and focus on how to use these headwinds to our advantage.
March 24, 2021
#074: Money Story | Liz Gillette, CFP®
Liz Gillette, CFP® is a financial planner at MainStreet Financial Planning, Inc. Liz enjoys working with clients in their early- to mid-career, and hoping to find a solution to the competing priorities that they’re facing, s…
March 22, 2021
#073: Jump into a new Money Mindset | Shannah Compton Game, CFP®
In this episode Shannah Game, a money wellness expert shares with us how we can uncover our money story and begin to truly build a meaningful relationship with our money which ultimately impacts how successful we have in lif…
March 20, 2021
#072: Financial Gratitude
Your homework is to take some time and reflect on where you are with your finances, appreciate what you have and what you’ve done, and start thinking about what you can do next to improve.
March 17, 2021
#071: Smart Moves for 2020 Your Tax Refund
This past year was different for all of us and perhaps allowed us to reassess our values, vision, and goals. For this year's ideas for what to do with your 2020 Tax Refund funds, I wanted to take a slightly different approac…