Episodes
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 to...
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, su...
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 life...
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 approach...
March 15, 2021
#070: Why do women treat money differently? | Dr. Mary Bell Carlson
Dr. Mary Bell Carlson is a financial behavior expert and has worked in both the military and government communities for over a decade. Dr. Carlson currently runs Chief Financial Mom.com , a personal finance education platform...
March 12, 2021
#069: Legacy Planning | Carmen Rosas, Esq
Carmen Rosas, Esq is a mother, entrepreneur, attorney, author, and the founder of EmpowHer Yourself, a transformational community that empowers women to create legacies for themselves and their families on their terms, will s...
March 10, 2021
#068: Organizing for Tax Season
Tax season is full speed ahead. How ready are you to get your taxes done and DONE?
March 8, 2021
#067: Navigating Childcare Decisions | Shannon Parola
As new parents, there are a ton of things to learn and decisions to make. Choosing the best child care for your child is one of the most important ones. Join Shannon Parola, a professional Nanny with 15 years of experience an...
March 5, 2021
#066: Money Story | Rachel Clawson, CFP®
Meet Rachel Clawson, CFP®, a fee-only, fiduciary financial planner at MainStreet Financial Planning, who shares her own Money Story of how she found a parallel between how well you take care of your own physical body is no di...
March 3, 2021
#065: 3 Money Habits to Carry Forward from the Pandemic Era
After a year of financial precariousness for so many, those who have the means may be re-setting 2021 money resolutions to get back on track. Here is how you too can get a jumpstart into adopting awesome new money habits.
March 1, 2021
#064: Why You Need a Professional Brand
It's not just a job for the big corporations that we all admire, follow and buy from to figure out how they want to show up every day to serve their customers. It's for all of us to understand that if you are connected to the...
Feb. 26, 2021
#063: Should I Worry About Market Volatility?
The stock market is acting crazy again, interest rates are going up, inflation talks. What should I do?
Feb. 25, 2021
#062: Money Anxiety and How to Get Rid Off It
Money anxiety is something we all have dealt with or are likely to deal with at some point in our life. Sometimes, you may not even know that you are money anxious unless you take note of it and get it under control.
Feb. 22, 2021
#061: Money Story | Cynthia Flannigan, CFP®
Meet Cynthia Flannigan, CFP®, a fee-only, fiduciary financial planner at MainStreet Financial Planning, who shares her own Money Story of how she embarked onto a journey, not only in her professional but personal life to find...
Feb. 19, 2021
#060: How I got my own Money Flow
I'd like to share a story, of how I finally got my own financial house in order and how you can too!
Feb. 17, 2021
#059: Money conversations before serious relationship or marriage
With love comes, serious relationship or marriage, and that is a beautiful, beautiful thing. But, what a lot of people forget to talk about is there is a "business" side to this phase in a relationship, in the midst of all th...
Feb. 15, 2021
#058: Buckets of Money
I love the idea of segregating how my money is managed. It helps to see a specific purpose and helps to track how my goals are being supported. We at MainStreet Financial Planning, Inc, have been using this concept for a whi...
Feb. 12, 2021
#057: What is your Money Story?
One of the most important things you can do to improve your financial situation is to understand your money story. Where is it coming from? Are you happy with it? How can you change it, if you are not?
Feb. 10, 2021
#056: Love is in the air, so is Life Insurance
It is often said that when we love someone we will do anything for them, including protect and provide for them. Today I want to talk to you about why and how life insurance is something everyone needs to consider as well as ...