Episodes
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 platfor…
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 …
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 a…
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 d…
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 th…
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 fin…
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 t…
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 wh…
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…
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. …
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 w…
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 b…
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 kin…
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 …
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.…