Financially Intentional
Naseema McElroy
Welcome to the FInancially Intentional Podcast with Naseema McElroy! This is a weekly podcast covering all things personal finance for those ready to build wealth but who may not know where to start. We believe that you have all the tools to improve your finances because you and your family deserve it. Our hope is that by listening to this podcast, your circle of influence is enhanced. Let us be the folks you choose to surround yourself with.
How To Graduate College Debt-Free With Money In Your Pocket - Episode 114 (Classic Episode)
Send us a textToday’s classic episode is super important if you’re thinking about college! I chatted with Chris Corinthian, and he shares amazing tips on how to pay for college without taking on student loans. He explains how to find scholarships, apply for free money, and even get paid to go to school! We also talk about how to plan ahead, save money, and make smart choices so college doesn’t become a financial burden.About our guest:Chris Corinthian has worked for over 15 years in higher educa
Achieving Unprecedented Success and Financial Freedom Against All Odds - Episode 113 (Classic Episode)
Send us a textIn today's episode, I'm thrilled to talk with Grace Vandecruze. Grace shares her incredible journey from being homeless to becoming a millionaire. We chat about her inspiring family, her path to success, and the power of believing in yourself. Grace's story is full of hope, resilience, and valuable lessons about financial wisdom. Join us as we explore how she overcame obstacles and learned to thrive.About our guest:Grace Vandecruze is twenty years into a successful career as an inv
The Truth About Probate Court - Episode 112
Send us a textIn today's episode, we are talking about something super important but often ignored—what happens to your stuff when you’re gone. I sat down with expert attorney Paul Deloughery to learn how families can avoid losing money in probate court. We talked about the differences between wills and trusts, how to make sure your kids get what you want them to have, and how to stop family fights before they start. Paul shared real stories about people who lost everything just because they did
Turning Pain Into Purpose - Episode 111
Send us a textToday's episode is extra special. I sit down with Dr. Kimberly Harms, and let me tell you, this conversation touched my heart in ways I didn’t expect. Kim has been through so much—losing her son, husband, and mother—but she has learned how to find joy again. She shares her journey of love, loss, and healing and gives us real tips on how to prepare for the future while still living fully today. We talk about grief, making peace with death, and leaving behind a legacy of love. If you
A Personal Story That Inspired a Mission to Help Women - Episode 110
Send us a textIn today's episode, I am talking with Ed Vargo, who helps women take charge of their money. Ed has a powerful story about growing up in a tough situation and watching his mom struggle because she didn’t have the right financial tools. Now, as a financial advisor, he teaches women how to make smart money decisions and avoid common mistakes. We chat about why women think differently about money, how to align spending with personal values, and why financial education is so important.A
Healing Trauma to Reclaim Your Power - Episode 109
Send us a textIn today's episode, I talk with Dr. Lorre Laws, an amazing nurse, teacher, and healer. Dr. Lorre shares how stress and trauma affect our bodies and minds, and why burnout isn’t the full story. She explains how we can heal using simple steps like being aware of our feelings, calming our bodies, and finding balance in our lives. We also talk about how trauma can affect how we think about money and our jobs.About our guestDr. Lorre Laws, or "Dr. Lorre," is an author, nurse scientist,
From Track to Bobsled to Financial Success - Episode 108
Send us a textIn today's episode, Lauryn Williams shares her incredible journey from track and field to bobsled, becoming the first American woman to win medals in both Summer and Winter Olympics. She opens up about the financial mistakes she made as a young athlete, how she turned things around, and why she’s passionate about helping others with their finances. Lauryn also talks about her retreats in Colombia, where she empowers people to take control of their money while enjoying a unique trav
Financial Freedom Starts With Simple Steps - Episode 107
Send us a textIn today's episode, I talk with Danny Barnes, a finance enthusiast blending his military experience with a passion for personal finance. Danny shares how a military finance class sparked his interest in investing and financial literacy. He talks about his debt payoff journey, creating a system for his family’s finances, and teaching his kids about money. Learn how Danny turned his life lessons into a platform to inspire others on their journey to financial freedom.About our guestDa
How to Build Your Purpose - Episode 106
Send us a textIn today's episode, I talk with Jordan Grumet about his new book, The Purpose Code, and how purpose plays a huge role in our happiness and health. We explore why some people feel stressed when searching for purpose, how to find meaning in everyday life, and the difference between big goals and small daily joys. Jordan shares lessons from his work as a hospice doctor and offers practical steps to bring more joy and purpose into your life today.About our guest:Jordan Grumet was born
Actionable Steps to Tackle Student Loans Today - Episode 105
Send us a textIn today's episode, I chat with Lauryn Williams, a financial expert and Olympian, about creating a plan to manage your student loans and take control of your money. Student loans can feel overwhelming, but they don't have to hold you back. Lauryn shares insights into federal repayment options, the importance of building a comprehensive financial plan, and why shame shouldn’t stop you from taking action. Together, we discuss strategies that can save you thousands and put y
Rebuilding Life After Financial Devastation - Episode 104
In today's episode, we talk to Michael Russell, who turned financial failure into a story of hope and resilience. Michael shares how he lost everything—his properties, business, and even his personal relationships—during the financial crisis. But that wasn’t the end of his story. Today, Michael runs a nonprofit that helps people avoid foreclosure and navigate financial hardship.About our guest:Michael Russell is the founder of Hope 4 Hardship and the President of Century 21 Signature Properties,
Discovering Business Acquisitions for Financial Freedom - Episode 103
In today's episode, I talk to Sesealy Owens, a mom, entrepreneur, and trailblazer who turned a tough pandemic experience into an amazing success story. Sesealy shares how she and her husband learned to buy existing businesses instead of starting from scratch, giving them cash flow and stability right away. She explains what it takes to buy a business, why now is the best time to look into this space, and how you can make it happen too.About our guestSesealy Owens is the Owner and Co-CEO of Decat
Do This Immediately If You Have Student Loans And A Wake Up Call For Black Women - Episode 102
In today's episode, I sit down with Dr. Sonia Lewis, the powerhouse behind The Student Loan Doctor. Dr. Sonia brings her expertise and passion to help us make sense of the ever-changing student loan landscape. We dive into everything from loan forgiveness programs to practical steps you can take today to reclaim your financial future. Sonia’s no-nonsense approach and her deep understanding of how student debt impacts Black women are both empowering and inspiring. Whether you’re overwhelmed by yo
How Being Child Free Changes Financial Planning - Episode 101
In today's episode, I had an amazing conversation with Dr. Jay Zigmont, a financial planner and author, all about being child free and what it means for your finances and life. Jay shared his thoughts on breaking away from societal norms, planning for a life you truly want, and simplifying money management to focus on what makes you happy. We also discussed his new book, which is full of tips to help you build a life and financial plan that fits your unique goals.About our guestJay Zigmont, PhD,
Learn and Grow Financially with Arro’s Tools - Episode 100
In today's episode, I’m chatting with Ryan Duitch, the CEO of Arro, a fintech company dedicated to creating fair credit solutions. Ryan shares how Arro helps people build credit responsibly with low limits and step-by-step guidance. We dive into the challenges of the traditional credit system, why financial literacy matters, and how Arro uses tech to teach and empower users to make smarter financial choices.About our guestRyan Duitch is the Founder and CEO of Arro since May 2021. Prior to t
How Real Bricks Makes Real Estate Investment Simple and Accessible - Episode 99
In today's episode, I talk with Chris Gerardi, the founder of Real Bricks. Chris created Real Bricks to make real estate investing easy for everyone, even if you don’t have tons of money to start with. We chat about how you can own part of a property with just $100 and earn money from renting it out—without all the work of being a landlord. Chris explains how Real Bricks is different from other real estate deals and why it's perfect for beginners who want to start investing. If you’ve
How April Built Financial Freedom on a 9 to 5 Income - Episode 98
In today's episode, I talk to April Stewart, a personal finance coach who became a millionaire without starting a side hustle or business. April shares her journey of transforming her corporate salary into long-term wealth. After a tough job loss, she got serious about saving and investing, building a strong financial foundation and becoming debt-free. We discuss the importance of budgeting, why building wealth doesn’t have to mean extreme sacrifices, and the impact of mindset on financial
How to Protect Yourself from Scams and Rip-offs - Episode 97
Join me today as I talk with R Persichitte, a money expert who helps people avoid scams. We chat about what fraud is, how it is different from rip-offs, and ways you can keep your money safe. R shares real stories about people who lost their savings and gives easy tips to protect yourself. Listen in to learn how to keep your money where it belongs.About our guestR Persichitte, CPA/PFS, CFP®, CFE, guides business leaders and individuals with tax and investment decisions. He is an accountant at he
What Every Homebuyer Needs to Know Before Getting A Mortgage - Episode 96
In today's episode, I sit down with Jennifer Beeston, a top mortgage expert, to talk about what you need to know before getting a home loan. We discuss why it’s so important to shop around for rates, how to avoid being ripped off by lenders, and the hidden costs that come with buying a home. Jennifer shares practical tips on how to make the best financial decisions, whether you're buying your first home or are a seasoned investor.About our guestJennifer Beeston is a nationally recogniz
Why Losing Everything Can Be Your Greatest Gift - Episode 95
In today's episode, I talk with Damien Lupo about how he lost millions and rebuilt his fortune multiple times. We dive into how setbacks can teach us important lessons about money and life. Damien shares how his mistakes helped him learn, grow, and eventually create a purpose-driven business that is changing the housing industry.About our guest:Damion Lupo is a seasoned entrepreneur who has launched and grown over 70 companies from $0 to $100 million throughout a remarkable 25-year journey.
Retired Early by Ditching Traditional Financial Advice - Episode 94
Send us a textIn today's episode, I sit down with Chris Miles, who went from being a traditional financial advisor to retiring in his twenties by creating passive income streams. Chris shares his incredible story of how he discovered that the old-school methods of saving and investing weren’t enough. He walks us through the ups and downs of his financial journey, how he bounced back from losing it all, and what he did to retire early by investing in real estate and other smart income stream
Unlocking Investment Opportunities You Didn't Know Existed - Episode 93
In today's episode, I sit down with Kelly Ann Winget, an incredible expert in the world of private equity, to talk about how she broke into a male-dominated field and built her own path to wealth. Kelly shares the lessons she learned from her parents about money, how to build generational wealth, and why it’s so important to include women in investment conversations. We also discuss practical tips for making smart financial decisions, teaching your kids about money, and the importance of fi
Teaching Kids About Money with Anthony Delauney - Episode 92 (Classic Episode)
Today, we're excited to share a special episode with Anthony Delauney about a topic close to our hearts—children's financial literacy. Anthony, a veteran in the financial services industry, shares his personal journey and insights on teaching our little ones about money. Whether it's his touching stories of family or his practical tips for integrating money lessons into everyday moments, Anthony helps us see that it's never too early to start financial education.About our gue
How to Build Wealth in Real Estate with Less Money Down - Episode 91 (Classic Episode)
Today, we have a special guest, Rachel Hernandez. Rachel, a seasoned investor and author, shares her comprehensive journey from starting as a bird dog, scouting real estate deals for others, to mastering the art of mobile home investments. She provides insightful strategies on how to achieve significant cash flow without traditional bank loans, and discusses the advantages of owner financing in mobile homes. If you're curious about alternative pathways to real estate success and financial f
From Piggy Banks to Stocks: A Guide for Young Investors - Episode 90 (Classic Episode)
Today, we chat with Maya Corbic, CPA, who has written a book to help kids understand investing. We talk about why it's so important to start learning about money when you're young, just like learning how to ride a bike or swim. Maya shares some awesome tips on how we can make investing easy to understand, not just for kids but for their parents too. It's like unlocking a secret treasure chest that can help you do amazing things in the future. So, if you've ever wondered about
Lessons to Getting to a Profitable Laundromat Business - Episode 89 (Classic Episode)
We are joined by Jordan Berry, a laundromat business owner with nearly a decade of experience in the industry. Jordan shares his journey from being a pastor to venturing into the laundromat business. He shares his initial challenges with the first laundromat acquisition, including buying a fixer-upper that didn't meet the promised numbers. Jordan also talks about the importance of due diligence when acquiring laundromats, as they often have cash-based income, making valuation and verificati
Teaching Kids Financial Literacy Early - Episode 88
In today's episode, I talk with David Delisle, the creator of "The Golden Quest," a graphic novel that teaches kids about money. David shares how he started investing at age 11 and how his passion for finance grew over time. We dive into the importance of financial literacy for kids and adults, how to make smart money decisions, and why it's never too late to start learning about money.About our guestDavid Delisle, founder of The Awesome Stuff™, is a bestselling author, entre
Why Financial Behaviors Matter More Than Math - Episode 87
Today, I'm chatting with Joseph Reinke, the founder of FitBUX and a financial whiz who’s been investing since he was 12 years old. Joseph has a ton of experience helping young professionals navigate everything from student loans to mortgages. We talk about the importance of financial education, how to avoid lifestyle creep, and simple steps you can take to build wealth over time. Plus, Joseph shares how he's teaching his daughter to manage money and start her own businesses.About our g
How Sequin Is Changing the Game for Financial Equality - Episode 86
In today's episode, I’m excited to introduce you to Vrinda Gupta, the founder of Sequin, a financial technology company that’s changing the game for women and minorities. Vrinda shares her incredible journey from working at Visa to creating a tool that empowers us to take control of our finances, break free from credit card debt, and build real wealth. We dive into how Sequin is making banking work for us, helping us stop the bleeding from high fees and interest rates, and why it’s so impor
Navigating Divorce as a New Beginning - Episode 85
Today, we are joined by Regina McCann Hess, a financial expert who helps women navigate their finances, especially during divorce. Regina shares her journey from being a critical care nurse to a financial advisor and how she found her niche in helping women manage their money. We discuss the unique financial challenges women face, like earning less than men and stepping out of the workforce for caregiving. Regina explains how divorce, although tough, can be an opportunity for a fresh start. We a
Channel Update for Expert Episodes - Expert Edition 76
Hey everyone! I have some important news to share. I'm making a few adjustments to my schedule to focus more on my family, which means there will be a small change to our podcast episodes. Don't worry, though! We still have nearly 300 episodes you can enjoy anytime, and I'll be continuing to bring you new content weekly. Thank you so much for all your incredible support and understanding. Your love and encouragement mean the world to me, and I look forward to continuing this journ
Discover the Power of Small Side Hustles - Episode 84
Today, I’m chatting with Michelle Jackson about creative ways to make extra money. Michelle shares her favorite side hustles that are fun and easy, helping you reach your financial goals without a lot of stress. We talk about how small income streams can add up and how you can find the perfect side hustle for you.About Michelle Jackson:Michelle Jackson is the founder of Creators Getting Paid a resource designed to help mission driven online brand builders find, strategize and grow at least one r
Rebuilding or Starting Your Credit From Scratch - Expert Edition 75 (Classic Episode)
Our credit expert Shante Nicole walks you through the steps to establish a strong credit history weather you’ve had a financial set back that took your credit off track or you’re just getting started.Make sure you follow her and join her Financial Common Cents Facebook group About our expert:Shante Nicole’s passion for serving others has always been at the center of her life. She is an author, financial educator, certified credit consultant, holds a degree in nursing, and is the founder of her
Redefining Parenthood: A Journey of Self-Love and Financial Wisdom - Episode 83 (Classic Episode)
In this episode, we talk with Leisa Peterson about being the best parents we can be and learning about money. Leisa tells us about how she learned to love herself and teach her kids about money in a smart way. We learn why it's important to understand our feelings and make good money choices. This episode is filled with great stories and advice for parents and kids to grow happier and smarter together.About our guest:Leisa Peterson is a transformative coach and Certified Financial Planner (
Buy Nothing Groups - Expert Edition Episode 74 (Classic Episode)
In this episode, Marie Thomasson of Modern Assets and I discuss Buy Nothing Groups and our experiences in both giving and receiving from these groups. This can be a huge tool we can use to either save or give back to our society for things we could have thrown out. We cover:What are Buy Nothing GroupsOur experience in saving by joining these groupsHow you can also give back to help othersThe geographic nature of groups and how to find themLearn more about Marie by visiting her websiteSupport the
FIRE for Dummies - Episode 82 (Classic Episode)
Today’s episode is really special because my dear friend Jackie Cummings Koski is here to chat. Jackie has been a huge supporter of mine and today she shares her journey in personal finance, including some big wins like becoming a Certified Financial Planner and her insights from her new book, "FIRE for Dummies." We’ll dive into how she’s made smart money moves, even when life threw challenges her way, and she’ll give us some tips on surrounding yourself with the right people to succee
The Case For 529s - Expert Edition Episode 73
Today, we're talking about 529 savings plans and why they are great for saving for your kids' education. Many people worry about what happens if their kids don't go to college, but there's a lot more to 529 plans than you might think. They grow tax-free and can be used for many educational expenses. You can even start one before your child is born! Let's rethink how we save for education and make sure our kids start their adult lives without student loan debt.Resource Me
Cracking the Code of Student Loans with The College Investor - Episode 81 (Classic Episode)
In this episode, we chat with Robert Farrington, a seasoned expert in personal finance and the founder of The College Investor. Robert shares his journey from a college graduate with $43,000 in student loan debt to a successful financial blogger. He highlights the issues with student loan servicers and offers insightful advice on managing and paying off student loans. We delve into various strategies, including income-driven repayment plans and loan forgiveness programs that can help in understa
You Don’t Need a Financial Advisor - Expert Edition Episode 72 (Classic Episode)
Today, I'm super excited to share three awesome tips to help you grow your money without needing a financial advisor. First, if you've ever had a job with a retirement plan like a 401k, it's important to move your money with you when you leave. I'll show you a cool free service called Capitalize that makes it super easy. Next, we'll talk about checking your current job's retirement plan to make sure it's invested in a smart way. And lastly, if you have student
How To Graduate College Debt-Free With Money In Your Pocket - Episode 80 (Classic Episode)
Worried about paying for college for your kids? Imagine if they not only had school fully paid for but graduated with a nest egg already in place.Chris shares how his Debt Free Degree Triangle makes this possible. About our guest:Chris Corinthian has worked for over 15 years in higher education in the areas of financial aid and financial literacy. After working with thousands of students, he realized that there were specific steps that students did to receive multiple scholarships and graduate d
Unlocking the Power of Roth IRAs for Your Children - Expert Edition Episode 71
Today, I'm excited to talk about how you can open a Roth IRA for your kids. Even if they're not old enough to have a regular job, they can still earn income by doing things like babysitting, dog walking, or even modeling. I'll explain how any earned income can go into a retirement account and the benefits of starting early. Plus, I'll share some tips on how to manage these accounts and why a Roth IRA is such a powerful tool for your child's future.Support the show---Chec
Making Sense of Student Loans Post the Pause - Episode 79 (Classic Episode)
We are joined by Lauryn Williams of Student Loan Planner to address the often overwhelming topic of student loans. As many are confused about the ever-changing landscape of student loans, Lauryn offers clarity, walking us through various loan repayment plans. We also touch upon the intricate dance between loan payments, taxable incomes, and retirement savings. With Lauryn's wealth of knowledge, we discuss actionable steps and encourage everyone to tap into available resources, like Student
Save Thousands on Your Loans Before It’s Too Late - Expert Edition Episode 70
Don't miss today’s important episode! I'm excited to have Lauryn Williams from Student Loan Planner here to talk about a huge opportunity—the IDR waiver and how it can dramatically reduce your student loans. We're breaking down everything you need to know about loan forgiveness and repayment plans that could save you thousands of dollars. Time is running out to take advantage of these changes, so tune in right away to make sure you don’t lose out.---EXTENDED IDR WAIVER DEADLINE: J
Accelerating Home Loan Payoff to Unlock Financial Freedom - Episode 78 (Classic Episode)
Send us a textWe are joined today by our guest, Anthony Rushing, as we delve into the financial strategy that could potentially transform your mortgage and debt repayment journey. Join us as we explore the world of First Lien HELOCs, a lesser-known but powerful tool for accelerating mortgage payoff and achieving true financial freedom. Anthony breaks down the intricacies of this strategy, emphasizing its suitability for those who routinely save and aspire to be debt-free. We'll walk you thr
Suggested Steps to Save, Invest, and Pay Off Debt - Expert Edition Episode 69
Today, we're diving into how to handle investing and paying off debt. We'll talk about building an emergency fund, choosing between a traditional 401k and a Roth 401k, and figuring out the best order to invest and pay off your debts. These are simply suggestions, always consult a professional for your own personal situation.Check out Nectarine for flat fee financial advice. I will be compensated by Nectarine if you use my affiliate link, which creates an incentive and conflict of inter
Achieving Unprecedented Success and Financial Freedom Against All Odds - Episode 77
Send us a textIn today's episode, I'm thrilled to talk with Grace Vandecruze. Grace shares her incredible journey from being homeless to becoming a millionaire. We chat about her inspiring family, her path to success, and the power of believing in yourself. Grace's story is full of hope, resilience, and valuable lessons about financial wisdom. Join us as we explore how she overcame obstacles and learned to thrive.About our guest:Grace Vandecruze is twenty years into a successful c
Late Starters: Catching Up to FI - Expert Edition Episode 68 (Classic Episode)
We are joined by our guest Bill Yount of Catching Up to FI, for a compelling conversation about the diverse and impactful stories of individuals who have achieved financial independence. We discuss the power of storytelling and vulnerability in creating a strong community that supports and inspires each other on their financial journeys and the significance of changing one's circle of influence to surround oneself with like-minded individuals who share similar goals and aspirations. From ov
Meet My Budget Coach: Your New Financial Ally - Episode 76
Today, I'm super excited to share something I've been working on for months. This week, we're launching my collaboration with a budgeting app called My Budget Coach. This zero-based budgeting app helped me pay off a million dollars in debt, and now, it can help you too, with the guidance of an avatar. My partner in this, Aitzarelys, is here to share her expertise. We'll talk about how zero-based budgeting can give you clarity and help you achieve your goals. Join us as we div
MyBudgetCoach and Zero Based Budgeting - Expert Edition Episode 67
Today, I'm super excited to chat with my friend Zach Whelchel about something I absolutely nerd out on—budgeting! We dive into how budgeting helped me pay off a million dollars in debt and explore the awesome method of zero-based budgeting, where every dollar gets a job. Zach and I also introduce you to MyBudgetCoach, an amazing app he created that pairs you with a coach to make budgeting simple and fun. Zach shares his personal journey and insights on how budgeting can totally transform yo
How Financial Freedom Leads to a Life by Design - Episode 75
Today, we are joined by our amazing guest, Kara Stevens. Kara shares her inspiring story of moving from New York to Ghana, finding joy, and creating a fulfilling life for herself and her family. We talk about the importance of financial intentionality, the benefits of living abroad, and how she balances her personal finance platform, The Frugal Feminista, with a more relaxed lifestyle.About our guest:Kara Stevens, founder of The Frugal Feminista, believes every woman is a revolution unto herself
Change Your Circle to Change Your Financial Life - Expert Edition Episode 66
In today's episode, I’m talking about how changing your circle of influence can help you achieve financial independence. I share my personal journey of connecting with inspiring people through podcasts, social media, and events. These connections became my friends and role models, helping me stay motivated and focused on my goals.Books and Podcast Recommendations, click here!Support the show---Check Intentional Style here: https://www.intentionalstylesuite.com/Please join me here, and follo
How to Attain Financial Independence from Scratch - Episode 74
In today's episode, I’m excited to have Kadeem Leslie with us today. Kadeem shares his incredible journey from Jamaica to achieving financial freedom before 30. He talks about the challenges he faced growing up, the pivotal moments that shaped his path, and the strategies he used to build multiple streams of income. From starting a property management company to investing in vending machines and real estate.About our guest:Kadeem Leslie is an entrepreneur, real estate investor, author of be
Turning 43 with Life Lessons for My Girls - Expert Edition Episode 65
In today's episode, I reflect on turning 43 and share seven important lessons I hope my daughters will learn. From self-love and integrity to understanding money and embracing failure, these lessons are the foundation for a happy, successful life. Join me as I explain why these lessons matter and how I plan to teach them to my kids. Let's celebrate growth, learning, and the power of chosen family together!Support the show---Check Intentional Style here: https://www.intentionalstylesuit
Getting Paid What You Deserve - Episode 73
Today, we are joined by Kelly Thompson to dive deep into the world of money and getting paid what you're worth. Kelly shares her extensive experience in banking and human resources, where she has negotiated salaries, handled compensation packages, and advocated for fair pay. She offers valuable tips on how to confidently negotiate your salary, understand compensation packages, and overcome self-doubt. Kelly also discusses the challenges women face in the workplace, including the gender pay
Why Buying a House Might Not Be an Investment - Expert Edition Episode 64
Today, we dive into the topic of homeownership and real estate investing. Inspired by a friend's question, we discuss whether buying a house is truly an investment or just part of the American dream myth. We explore the history of homeownership in the US, how past policies shaped today's market, and the financial realities of owning a home.BJA Investment Group IGSupport the show---Check Intentional Style here: https://www.intentionalstylesuite.com/Please join me here, and follow me on
FIRE for Dummies - Episode 72
Today’s episode is really special because my dear friend Jackie Cummings Koski is here to chat. Jackie has been a huge supporter of mine and today she shares her journey in personal finance, including some big wins like becoming a Certified Financial Planner and her insights from her new book, "FIRE for Dummies." We’ll dive into how she’s made smart money moves, even when life threw challenges her way, and she’ll give us some tips on surrounding yourself with the right people to succee
Empowering Nurses through Union Advocacy - Expert Edition Episode 63
In today's episode, I'm diving deep into what it means to be a union nurse in the San Francisco Bay Area and sharing some exciting news about a book giveaway. We recently negotiated a new contract that's more than just about pay—it's about safe patient care, decent living wages, and our health. I'll break down the benefits we secured and explain how our union fights for us nurses. Also, don’t forget to join our book giveaway by reviewing and following us on social media
Teaching Kids About Money with Anthony Delauney - Episode 71
Today, we're excited to share a special episode with Anthony Delauney about a topic close to our hearts—children's financial literacy. Anthony, a veteran in the financial services industry, shares his personal journey and insights on teaching our little ones about money. Whether it's his touching stories of family or his practical tips for integrating money lessons into everyday moments, Anthony helps us see that it's never too early to start financial education.About our gue
Why It’s Important to Understand Social Security - Expert Edition Episode 62
Today, I want to discuss the importance of annually reviewing your Social Security statements. Regular checks ensure our earnings are accurately recorded, which is crucial for predicting and securing our financial future upon retirement. By understanding how life events affect our benefits, we can make informed decisions that enhance our long-term financial security. Join me as we explore how to maximize Social Security benefits and safeguard our financial future.Links from the episode:Financial
How to Build Wealth in Real Estate with Less Money Down - Episode 70
Today, we have a special guest, Rachel Hernandez. Rachel, a seasoned investor and author, shares her comprehensive journey from starting as a bird dog, scouting real estate deals for others, to mastering the art of mobile home investments. She provides insightful strategies on how to achieve significant cash flow without traditional bank loans, and discusses the advantages of owner financing in mobile homes. If you're curious about alternative pathways to real estate success and financial f
Earning and Spending in the San Francisco Bay Area - Expert Edition Episode 61
Today, I'm sharing how I handle my finances as a labor and delivery nurse in the San Francisco Bay Area. I'll walk you through my income details, my spending habits for March, and how I budget carefully in this high-cost living area. Discover how I manage daily expenses and save for big future goals, like helping my daughter save for her first car!Support the show---Check Intentional Style here: https://www.intentionalstylesuite.com/Please join me here, and follow me on social media,
An Unconventional Journey to Financial Freedom and Education Cost Hacking for Kids - Episode 69
Today, we have a special guest, Gerry Born, also known as The Millionaire Educator. Gerry has taught me so much about managing money, especially how teachers can grow their savings. He's used some smart tricks to save a lot of money even though he started with a small salary as a teacher. Gerry will talk about how he paid off debts, saved money, and even took mini-retirements to travel. He has a lot of great tips on how to use your money wisely and make it grow.Resources Mentioned:Sophia.or
My Paycheck Exposed - Expert Edition Episode 60
Today, I’m going to talk about something really interesting—my paycheck! I recently shared how much money I make before and after taxes, and lots of people had big reactions. I want to show you how taxes work and explain why I don’t actually pay as much as it seems. I’ll share some funny comments from people who saw my post, and we'll look at my recent pay stubs together. It’s going to be fun and you’ll learn how money can look different once taxes and other things are taken out.IG Post Fro
Building Wealth Through Mobile Home Park Investments - Episode 68
Today, we're diving into the world of real estate, but with a twist. We had the awesome opportunity to chat with Walter Johnson, a real estate expert who has found his niche in mobile home parks. Walter wasn't born into the real estate world. He stumbled upon it in his teens, thanks to a mentor, and took a leap by investing in his first property in Arizona. He saw the potential in mobile home parks for creating wealth and community improvements and never looked back. Walter's jour
Social Media is Fake - Expert Edition Episode 59
In today's episode, I want to share something really special with you. I posted a story on Instagram and got so much love and support, it made me super happy. I talked about how sometimes I struggle with money, work, and being a mom to three awesome kids all by myself. I want to tell you that it’s okay not to be perfect and it’s important to share our real stories, not just the happy pictures we see online. I also talk about how I’m working hard to pay off some debts and make smart choices
Empowerment and Resilience in Black and Brown Parenting - Episode 67
Send us a textToday, we're talking with my friend Chelsea Samms, who is a Neonatal Intensive Care Unit Nurse. This episode dives deep into a topic that's close to our hearts and impacts our communities greatly: the institutional racism within our healthcare system and its disproportionate effects on Black American families. We're tackling the tough reality of how systemic biases can lead to unfair and often harmful treatment in medical care for Black moms and their babies. It&apos
You Don’t Need a Financial Advisor - Expert Edition Episode 58
Today, I'm super excited to share three awesome tips to help you grow your money without needing a financial advisor. First, if you've ever had a job with a retirement plan like a 401k, it's important to move your money with you when you leave. I'll show you a cool free service called Capitalize that makes it super easy. Next, we'll talk about checking your current job's retirement plan to make sure it's invested in a smart way. And lastly, if you have student
Do you have insurance on your Baby Daddy? - Episode 66
In today's episode, we're chatting with our guest Acquania Escarne why parents should consider getting life insurance for each other, even if they're not living together anymore. It's all about making sure that if anything ever happens to one parent, the kids will still have financial support to help them grow up and maybe even go to college. It's a way to make sure your kids are okay, no matter what. We talked about how to figure out how much insurance you might need an
Single Women Leading in Home Ownership - Expert Edition Episode 57
In today's episode, I want to share something really cool about owning homes. Did you know that in most places in the United States, women who are not married own more houses than men who are not married? That's right! Even though women usually earn less money than men, they are ahead when it comes to having their own house. We're going to talk about why this might be happening and share some interesting facts about it. I'll also tell you about my own journey of buying houses
Moms and Money Managing Family Finances and Raising Financially Savvy Kids - Episode 65
In today's episode, we dive into how moms like us can manage our money better and teach our kiddos to be smart with their cash too. We chat with Tiffany Grant, who shares her awesome tips on budgeting, saving, and even how to make shopping fun while learning about money. We also explore how important it is for us parents to set good examples, so our kids grow up knowing how to handle their money wisely. It's like we're all on this big adventure together, learning to save, spend sm
Navigating Family Dynamics When Your Child Earns More - Expert Edition Episode 56
In today's episode, we talk about something super cool and a bit unexpected. Imagine your kid starts making more money than you by streaming videos online. Pretty awesome, right? But it also makes you think a lot about money and family. We dive into how to talk about this with your kids, making sure they're smart with their money, and keeping your family happy and healthy through it all. It's all about supporting each other, learning together, and maybe even setting up some smart
Financial Intentionality in Love and Money - Episode 64
Today, we're chatting with our guest, Karina Daves, about something super important—how sometimes, in families, one person might earn more money than the other, and that's okay! We'll talk about my own experiences being the one who brings home the bacon, and why it's cool to talk openly about money with the people we love. We'll also hear from a super smart friend who knows a lot about getting along better with our partners, especially when it comes to money.About our gu
The Staggering Expense of Raising Children Today - Expert Edition Episode 55
Today, I want to talk about something that's been on my mind a lot. Did you know some families pay as much for childcare each month as they do for their house? That's right! For example, I pay $3,400 a month just so someone can take care of my kids while I work. That's the same as my house payment! It's crazy expensive, and it's not just me feeling this pinch. I read an article from the U.S. Department of Labor that says childcare costs a lot of money everywhere in the U
Building Wealth Beyond Nursing with Tyrin Tyson - Episode 63
Today, we've got a super exciting episode for you. We're chatting with Tyron Tyson, a nurse just like me, but he's also a whiz in the finance world. Tyron has been through a lot, from facing challenges in nursing to making big moves in building his own wealth. He's here to share his secrets with us so we can all grow our money without making the same mistakes he did. Tyron's story is not just about making money; it's about changing his life path from nursing to focu
Navigating Financial Security with Emergency Funds - Expert Edition Episode 54
Hey everyone, today, I'm going to share something really important with all of you. We're talking about emergency funds—money that you save just in case something unexpected happens, like losing your job or your car breaking down. I'll explain why it's a good idea to have this money saved and how it can stop you from worrying too much if something goes wrong. We'll also chat about how much money you should save and some cool ways to save it without feeling like it's
From Piggy Banks to Stocks: A Guide for Young Investors - Episode 62
Today, we chat with Maya Corbic, CPA, who has written a book to help kids understand investing. We talk about why it's so important to start learning about money when you're young, just like learning how to ride a bike or swim. Maya shares some awesome tips on how we can make investing easy to understand, not just for kids but for their parents too. It's like unlocking a secret treasure chest that can help you do amazing things in the future. So, if you've ever wondered about
How to Buy a Car Without Breaking the Bank - Expert Edition Episode 53
Hey everyone, today I want to talk to you about buying a car in today's economy. Right now, buying a car can be really tough because the prices are super high and the interest rates are even higher! I remember when I bought my minivan; I ended up with an 8% interest rate, which is a lot. But don't worry, I have some tips to help you out in this episode. I'll even show you how to use a calculator to figure out how much you can afford without spending too much. And if you're in
A Career That Sounds Too Good To Be True - Episode 61
Today, we have a super exciting chat with my buddy, Bradley Rice. We first met at CampFI, for people who love talking about money and how to make it work better for us. Bradley has done some amazing things since we met, especially with Salesforce, which is a tool that lots of companies use. He's here to share how anyone, no matter where they come from or what they know, can learn Salesforce and find a great job that lets them live the life they dream about. It's like having a magic key
Beyond Toys, Financial Gifts for Kids - Expert Edition Episode 52
My daughter is turning 10 soon, and it got me thinking about birthday gifts. Not just any gifts, but special ones that can help her in the future. Instead of toys or clothes that she'll soon outgrow, I love the idea of giving her something that grows with her, like investments or savings for college. I've found some cool ways to do this, like setting up accounts where friends and family can help contribute to her future. And I've got some great tips for how you can do the same for
Aaron Thomas on Redefining Prenuptial Agreements - Episode 60
Send us a textIn this episode, I had the privilege of chatting with Aaron Thomas, famously known online as the Prenup Guy. Aaron, a Harvard Law graduate with over two decades of experience in family law, shares his journey from being a family law attorney to founding prenups.com. He dives deep into the world of prenuptial agreements, debunking common myths and highlighting their importance not just in the event of a divorce but as a tool for financial clarity and protection in marriage. Aaron&ap
How Did You Get Into $1m In Debt? - Expert Edition Episode 51
Send us a textIn today's episode, I want to share my story with you. Imagine having $1 million of debt. Sounds scary, right? Well, that was me! But guess what? I managed to pay it all off in less than three years. I bet you're wondering how someone can have so much debt. It's simple: a house, education, and life can add up quickly. But I learned some cool tricks to become financially free, and I want to help you do the same. I didn't just work harder or cut out all fun; I mad
The Path to Being Financially Present - Episode 59
Send us a textIn today's episode, I'm super excited to share a special story with you. Imagine going on an adventure in a big amusement park, where instead of rides, we're exploring the world of investing. My friend Mawuli Vodi joined us to chat about how he learned to make money work for him, even when he didn't have to work for it! Mawuli grew up in a family that worked super hard, but money was always a bit tight. He became super curious about investing and turned that cur
Creating a Meaningful Legacy Beyond Wealth - Expert Edition Episode 50
In today's episode, we're going to talk about something really important but a bit tricky to chat about—preparing for when we're not around anymore. It's a bit like knowing winter is coming and getting our cozy clothes ready, but for life's big goodbye. I read this super helpful book called "A Beginner's Guide to the End," and it's filled with awesome tips on how to make sure we leave a little bit of ourselves behind, like treasure maps of memories fo
Do I Need Financial Therapy - Episode 58
Send us a textIn today's episode, I'm super excited to share my conversation with Aja Evans, a financial therapist who's going to help us understand something really important: financial therapy. Most of us need help with our money, and it's not just about learning tips and tricks. It's about changing how we think and feel about money. Aja tells us about her journey from working in mental health to discovering financial therapy. She shares her own financial ups and downs
Investing in Your Child's Tomorrow with the Right Accounts and Strategies - Expert Edition Episode 49
In today's episode, I want to talk about how to save money for your kids in a smart way. I have three kids and I've been saving for them so they don't have to worry about money for school or other big things in the future. I use special savings accounts like 529s for college, Roth IRAs for retirement, and custodial brokerage accounts where they can pick stocks. It's important for you to save for yourself first before saving for your kids. I want to help you understand these a
Beyond Nursing: Embracing Business and Leadership - Episode 57
In today's episode, we're talking to Ann Konkly, a super talented nurse who not only takes care of patients but also runs her own businesses. We discuss how nurses like Ann can use their skills to start their own companies and help even more people. Ann shares her journey from being a nurse to becoming a successful business owner. She gives great tips on how to make a private practice successful and how to be a great leader in business. This episode is not just for nurses, but for anyo
The Ups and Downs of Car Sharing through Turo - Expert Edition Episode 48
In this episode, I share my rollercoaster experience with Turo, from becoming an all-star host to navigating a car total loss. I discuss the surprise of high gas prices after switching from a Tesla to a minivan and detail the challenges I faced with Turo and insurance after an accident. Despite these obstacles, I still find value in Turo for covering car expenses. This episode offers insights and tips for anyone looking to use their car as a rental, wrapped up in stories of resilience in the sha
Cracking the Code of Student Loans with The College Investor - Episode 56
In this episode, we chat with Robert Farrington, a seasoned expert in personal finance and the founder of The College Investor. Robert shares his journey from a college graduate with $43,000 in student loan debt to a successful financial blogger. He highlights the issues with student loan servicers and offers insightful advice on managing and paying off student loans. We delve into various strategies, including income-driven repayment plans and loan forgiveness programs that can help in understa
The Hidden Traps of Health Insurance - Expert Edition Episode 47
In this eye-opening episode, I dive deep into the frustrating world of health insurance and medical billing. As a nurse and a healthcare administrator, I thought I knew it all, but a recent experience with my daughter's asthma attack and the ensuing insurance debacle proved otherwise. I'll share the shocking details of my encounter with insurance tiers, unexpected copays, and a battle to avoid unfair charges. My story not only exposes the hidden complexities of healthcare coverage but
Redefining Parenthood: A Journey of Self-Love and Financial Wisdom - Episode 55
In this episode, we talk with Leisa Peterson about being the best parents we can be and learning about money. Leisa tells us about how she learned to love herself and teach her kids about money in a smart way. We learn why it's important to understand our feelings and make good money choices. This episode is filled with great stories and advice for parents and kids to grow happier and smarter together.About our guest:Leisa Peterson is a transformative coach and Certified Financial Planner (
Investing Through the Eyes of Children - Expert Edition Episode 46
Welcome to a special episode where we delve into the world of investing through the eyes of children. Today, I'm joined by my two young guests, Aya and Naima (with Zuri), who share their unique perspectives and experiences with investing. Aya, at five years old, explains her approach to saving and her favorite stocks, including Apple, while Naima offers insights into her investment choices like Roblox, Disney, and Tesla. As we navigate through their thoughts on saving for the future, the im
Transforming Maternal Care through Education, Advocacy, and Change - Episode 54
Welcome back to another insightful episode, and today we're diving deep into the critical issues surrounding black maternal morbidity, mortality, and patient advocacy. Joining us is Lorvena Dorvilus, a passionate nurse who shares her eye-opening experiences and initiatives aimed at empowering our birthing communities. We explore the real challenges faced in the healthcare system, especially by black and brown mothers, and discuss ways to bridge the educational gap to ensure safer, more info
2023 Recap - Expert Edition Episode 45
Send us a textHappy 2024, my financially intentional people! A new year is underway and I am determined to make it an amazing one. Join me as I reflect on the ups and downs of 2023 and share my goals for the new year. From personal challenges to professional triumphs, I'll take you through my journey month by month. Get ready for insights into my financial story, behind-the-scenes updates, and statistics about the podcast's growth. Don't miss this heartfelt episode of gratitude an
Beyond the Basics: Understanding and Managing Financial Products - Episode 53
Send us a textWe're thrilled to have Tony Steuer join us in today's episode, to revolutionize the way we think about money. Tony shares invaluable insights from his blueprint for financial success, emphasizing the importance of a healthy money mindset. We delve into the complexities of financial products, demystifying the jargon and empowering you with the knowledge to make informed choices. Whether it's insurance, investments, or savings, this episode is a must-listen for anyone
Pathways to Passive Income Through Real Estate for Busy Professionals - Episode 52
We are joined today by our guest, John Casmon, a real estate investor and wealth-building strategist, who shares his inspiring journey from facing financial uncertainties to mastering the realm of real estate investing. John delves into the critical moments that shaped his path, revealing how alternative methods like syndication can open doors to financial freedom, even for those with busy professional lives. His insights offer a fresh perspective on overcoming barriers, leveraging assets, and t
The Untapped Potential of Online Business Ownership - Episode 51
We are joined today by our guest, Matt Raad, an expert in the field of digital real estate, to explore the often-overlooked world of online business investments. Matt shares his journey from brick-and-mortar business ownership to mastering the art of buying and selling online businesses. He discusses the advantages of digital assets over traditional business models, emphasizing the potential for semi-passive income, geographical freedom, and the low-risk entry into entrepreneurship. Through real
Accelerating Home Loan Payoff to Unlock Financial Freedom - Episode 50
We are joined today by our guest, Anthony Rushing, as we delve into the financial strategy that could potentially transform your mortgage and debt repayment journey. Join us as we explore the world of First Lien HELOCs, a lesser-known but powerful tool for accelerating mortgage payoff and achieving true financial freedom. Anthony breaks down the intricacies of this strategy, emphasizing its suitability for those who routinely save and aspire to be debt-free. We'll walk you through the steps
Unlocking Trillions: Government Contracts - Episode 49
Send us a textWe are joined by Dr. Karwanna Irving and we are diving deep into the world of government contracts, a topic that holds immense potential for small business owners, especially people of color and women of color. Dr. Irving, with over two decades of experience in government contracting, shares her journey from starting as a videographer and photographer to landing her first lucrative government contract, which opened the doors to massive successes. Discover the trillion-dollar indust
Lessons to Getting to a Profitable Laundromat Business - Episode 48
Send us a textWe are joined by Jordan Berry, a laundromat business owner with nearly a decade of experience in the industry. Jordan shares his journey from being a pastor to venturing into the laundromat business. He shares his initial challenges with the first laundromat acquisition, including buying a fixer-upper that didn't meet the promised numbers. Jordan also talks about the importance of due diligence when acquiring laundromats, as they often have cash-based income, making valuation
Making Sense of Student Loans Post the Pause - Episode 47
We are joined by Lauryn Williams of Student Loan Planner to address the often overwhelming topic of student loans. As many are confused about the ever-changing landscape of student loans, Lauryn offers clarity, walking us through various loan repayment plans. We also touch upon the intricate dance between loan payments, taxable incomes, and retirement savings. With Lauryn's wealth of knowledge, we discuss actionable steps and encourage everyone to tap into available resources, like Student
Building Generational Wealth While Retiring Early Abroad - Episode 46 (Classic Episode)
We're bringing another hard-hitting and inspiring episode with Amon and Christina Browning of Our Rich Journey. We dive deep into their path to financial independence, discovering their unique investment strategies that helped them secure their financial future. From smart investments to setting up brokerage accounts for their kids, they share their secrets to success. We then explore the incredible benefits of living and working abroad, from free housing to top-notch international schools.
ESG Investing and Why it Makes Investing in What You Believe in Simple - Expert Edition Episode 44 (Classic Episode)
Send us a textWe're back with another hard-hitting episode diving deep into the world of socially responsible investing with our Certified Financial Planner, Marie Thomasson. Ever heard of the acronym ESG? We dissect the meaning behind Environmental, Social, and Governance investing, and the best part? There's no financial disincentive in doing so! Tune in to learn how ESG investing has evolved, why it's not as expensive as some make it out to be, and how you, yes YOU, have the po
Teaching Kids Financial Independence - Episode 45 (Classic Episode)
Send us a textIn this hard-hitting episode, we are joined by Rob Phelan, a high school personal finance and math teacher who works with ChooseFI to implement a financial independence (FI) curriculum in K through 12 schools. Rob discusses his own journey into personal finance, the importance of teaching kids about financial literacy, and the launch of a free K-12 financial education curriculum sponsored by the ChooseFI International Foundation. Rob's message emphasizes the significance of av
How Your Vote Impacts Social Change - Expert Edition Episode 43 (Classic Episode)
In another hard-hitting episode, we're diving deep into how to invest and be socially responsible. Marie shares how you can making an impact, regardless of your financial situation. Voting is the easiest and most impactful way to drive sustainability and change, especially at the local level. We discuss the importance of understanding your local initiatives, the power of your vote in shaping policies, and addressing the challenges faced by those who feel disenfranchised. We explore how vot
From Beans and Rice to Financial Independence - Episode 44 (Classic Episode)
In another hard-hitting and very inspiring episode, we have Desiree, an OR nurse and financial independence enthusiast, who shares her incredible journey towards achieving financial freedom. She discusses her path to becoming a nurse, overcoming obstacles to pursue her dream, and how she stumbled upon the world of financial independence. Desiree's inspiring story reveals how she paid off her student loans in just three months, her commitment to speaking up as an advocate in her nursing care
The Social Cost of Amazon - Expert Edition Episode 42 (Classic Episode)
Send us a textWe have another hard-hitting episode from our ESG series where we dive deep into a subject that's become a part of our daily lives: Amazon. Marie Thomasson, our certified financial planner, and I explore the challenges of breaking the Amazon habit and opting for more socially responsible spending. We candidly discuss the conditioning that's led us to click that 'Buy Now' button and how Amazon's convenience can sometimes come at a cost to small businesses, l
Six-Figure Income and Freedom as a Travel Nurse - Episode 43 (Classic Episode)
In another heavy hitting episode, we're joined by the incredible Sarah Gaines, a seasoned travel nurse with a wealth of experience and wisdom to share. Sarah takes us on a journey from the early days of her nursing career to her transformation into a successful travel nurse, providing a glimpse into the challenges and triumphs that led her to embrace the world of travel nursing. Together, we explore the essential factors to consider when evaluating travel nursing contracts, from location an
Spending with Purpose Supporting Local Businesses - Expert Edition Episode 41 (Classic Episode)
In another hard hitting episode from our ESG series with our certified financial planner, Marie Thomasson. We explore the profound impact of supporting local businesses, and how it aligns with spending according to your values. We discuss the repercussions of choosing convenience over conscience, like the 'Amazon Tax,' and how we can change our spending habits to benefit our communities. Join us as we issue a challenge that could make a significant difference this holiday season: optin
Redefining Financial Freedom with Mini Retirements - Episode 42
Send us a textWe are joined by the incredible Jillian Johnsrud, a financial expert and advocate for mini-retirements. We dive deep into the world of mini-retirements, exploring how to break free from the traditional 9-to-5 grind and achieve financial independence. Jillian shares stories of real people who've embraced mini-retirements to design their dream lifestyles, challenging the status quo and offering a fresh perspective on gaining control of your financial future. If you're cravi
Ethical Consumption: Redefining Grocery Shopping at Farmer's Markets - Expert Edition Episode 40 (Classic Episode)
We're back with another heavy hitter from our ESG series, and we are joined by our CFP, Marie Thomasson as we delve into the transformative power of making socially responsible choices in our spending habits. We're talking about how shopping at farmer's markets can be a revolutionary act, reshaping the way we support our communities and the planet. From breaking down the challenges to highlighting the impact on both our budgets and the environment, we're exploring why this sh
From Nurse to Entrepreneur: Building Your Path to Success - Episode 41 (Classic Episode)
In another heavy hitting episode we're bringing back today, we're joined by the incredible Dr. Jessica Chung, a trailblazing nurse practitioner who dared to dream beyond the confines of traditional healthcare. Together, we delve into Dr. Chung's remarkable journey from nursing school to becoming a successful entrepreneur in the medical field. She shares her personal story of stepping out of her comfort zone and taking bold risks to start her own practice, all while imparting inval
Making Every Dollar Count: CDFIs and Socially Responsible Saving - Expert Edition Episode 39 (Classic Episode)
We are back with another heavy hitter from our ESG series with Certified Financial Planner Marie Thomasson, where we discuss the concept of Community Development Investment Funds (CDFIs) as a responsible way to save money. The unique benefits of CDFIs is that they are specialty credit unions closely tied to specific communities and demographics. These institutions offer loans and banking services to populations that often face financial challenges, such as low-income individuals and marginalized
Financial Empowerment for Nurses: Danielle's Road to Seven Figures - Episode 40 (Classic Episode)
Send us a textWe are bringing back another heavy hitter with our guest Danielle Brown, a former coworker turned friend. With both of us being labor and delivery nurses, we both also embarked on a journey of financial empowerment. We delve into Danielle's trajectory from a new grad nurse to a seven-figure nurse investor. We discuss the transformative power of intentional budgeting, debt repayment, and investment strategies. We also underscore the importance of financial literacy in nursing,
Empowering Communities Through Credit Unions and Socially Responsible Banks - Expert Edition Episode 38 (Classic Episode)
We are bringing back another heavy hitter! We continue the series on responsible. We highlighted Greenwood Bank as it was up and coming, founded by Killer Mike, Ryan Glover, and a former mayor of Atlanta, with a focus on social justice and equity.The bank offers grants to black and Latinx business owners and is positioned as a socially responsible alternative. We also compare credit unions to traditional banks, emphasizing the community-focused nature of credit unions and the benefits of becomin
This Nurse Reveals The Truth About 403Bs - Episode 39 (Classic Episode)
Send us a textWe are bringing back the heavy hitters, the episodes y'all couldn't get enough of! These are some of the most listened to gems that'll push your path to financial freedom to the next level. In this throwback episode guest Nancy Bachety discusses the intricacies of 403B retirement plans. Nancy, a former teacher, shares her personal experience with 403B plans and how she discovered the high fees associated with them. We highlights the differences between 401Ks and 403B
Saving Money Socially Responsibly, The Easy Way - Expert Edition Episode 37 (Classic Episode)
In this throwback episode with certified financial planner Marie Thomasson, we discuss how to implement socially responsible investing using Aspiration Bank as an example. Marie highlights both the benefits and limitations of using Aspiration Bank, which is not an investment account but a way to bank in alignment to your values. This is one of many episodes in our socially responsible episode series.About Our Guest:Marie Thomasson, CFP® is a financial advisor for progressive women. Marie started
This Nurse Educator is Financially Independent Through Real Estate - Episode 38 (Classic Episode)
Our Guest Dr. Margarita David, the founder of "Dr. Registered Nurse," a platform that provides nursing education and resources, shares her journey from a business degree to becoming a nurse, overcoming challenges, and finding her passion in nursing. She discusses the importance of diversifying investments, particularly in real estate, based on her personal experiences of growing a real estate portfolio with her husband. She also emphasizes the value of being financially independent and
An Introduction to Responsible Investing - Expert Edition Episode 36 (Classic Episode)
Our guest, Marie Thomasson discusses her background as a certified financial planner and her focus on working with women who value responsible investing. She explains the concept of socially responsible investing, tracing its roots back to the 1960s when activists protested against companies supporting the Vietnam War and apartheid in South Africa. Over time, socially responsible investing evolved into ESG (Environmental, Social, and Governance) investing, taking into account climate change, soc
Late Starters: Catching Up to FI - Episode 37
We are joined by our guest Bill Yount of Catching Up to FI, for a compelling conversation about the diverse and impactful stories of individuals who have achieved financial independence. We discuss the power of storytelling and vulnerability in creating a strong community that supports and inspires each other on their financial journeys and the significance of changing one's circle of influence to surround oneself with like-minded individuals who share similar goals and aspirations. From ov
Tips for Choosing the Right Financial Advisor - Expert Edition Episode 35 (Classic Episode)
Send us a textOur guest Leisa Peterson, certified financial planner and author of "The Mindful Millionaire," discuss the key factors to consider when working with a financial planner. We delve into the importance of finding a fiduciary advisor who prioritizes your interests above all else and share essential questions to ask during the selection process. We emphasize the significance of having a partner in your financial journey, not someone who does everything for you but empowers and
Exploring Land Flipping: The Little-Known Investment Opportunity - Episode 36
We dive into the little-known industry of land flipping as an investment opportunity. Our guest, Pete Reese, shares his journey from traditional real estate to finding immense success in the world of land flipping. Pete's passion and expertise shine through as he reveals the ins and outs of this highly profitable and scalable business model. Discover how you can start flipping land with little upfront capital, leveraging public data and remote systems. Whether you're a novice looking f
What to do With Extra Income - Expert Edition Episode 34 (Classic Episode)
Certified financial planner Leisa Peterson joins us to discuss how to handle an increase in income and the importance of having a clear financial plan. We explore strategies for allocating funds, the benefits of zero-based budgeting, and the temptation to indulge in treating oneself. We also cover tax considerations when earning more money and the value of working with a CPA for tax optimization. We hope you can gain valuable insights into making intentional financial choices and the potential i
The College Dilemma: Late-Stage Planning and Financial Solutions - Episode 35
Our guest, financial advisor Brad Baldridge discusses the complex landscape of college planning and its intersection with financial realities. Delving into the different perspectives surrounding the value of higher education, Brad emphasizes the importance of aligning college expenses with overall financial goals, including retirement planning. He highlights the challenges faced by families in navigating the ever-increasing costs of college and offers practical strategies for managing finances a
Teaching Kids About Money - Expert Edition Episode 33 (Classic Episode)
We explore how parental backgrounds and personal narratives impact children's financial upbringing and how this translates into their adult lives. Leisa shares her own experiences and strategies for integrating money conversations seamlessly into family life, emphasizing the importance of modeling responsible financial behavior and empowering children to make informed decisions. Discover how Leisa's daughter took charge of her financial education, applied for scholarships, and even fun
This Nurse is Crushing Her Money Goals - Episode 34 (Classic Episode)
She takes personal finance personally. Overwhelmed and ignored by traditional advice as a young woman of color, she taught herself not just to talk the talk. She walks the walk, having paid off over $300,000 of debt in three years and is on track to retire in her forties.Dubbed her "magic recipe" by Good Morning America, she also shares her trademarked five-step Crush Your Money Goals® method as a contributor for CNBC, TIME, and multiple TV and podcast shows.While she has over a decade
From Traumatic Childhood to Mindful Millionaire - Expert Edition Episode 32 (Classic Episode)
We are joined by Leisa Peterson, a Certified Financial Planner and author of the book "The Mindful Millionaire", shares her personal journey to becoming a millionaire, which was far from the conventional path. Raised in a challenging environment with a drug-dealing household and constant fear of just loosing her parents. Leisa had to overcome limiting beliefs and societal expectations, and recounts her story of resilience and resourcefulness, including living in a roofless house and ma
Beyond the Scrubs: Exploring New Horizons in Nursing - Episode 33
Our guest, Janelle Barowski and I dive into her nursing journey, from her early experiences in geriatric care to her current role as a nurse writer and solopreneur. Discover how Janelle followed her calling and found new opportunities outside the traditional nursing path. Learn about the value of LinkedIn for nurses and the potential of nurse writing as a career transition or income supplement and gain insights into personal growth, professional development, and finding fulfillment in the nursin
Navigating Difficult Times to Find Your Potential - Expert Edition Episode 31 (Classic Episode)
Send us a textIn this classic podcast episode, Naseema McElroy and Leisa Peterson discuss the topic of turning crisis into potentiality, which will be timely with the sad news of the student debt relief not pushing through the Supreme Court. Although we're focusing on how it relates to nurses and the stages of grief they may experience, you might find our discussion very applicable to the current emotional difficulties people may be going through in their finance.We emphasize the importance
This Nurse Discovers the Importance of FU Money - Episode 32 (Classic Episode)
Diania Merriam is the founder of The EconoMe Conference, an event centered around financial independence, also known as the "Ted Talks" of the FIRE movement. She's also the host of the popular podcast Optimal Finance Daily where she narrates articles from the best personal finance blogs on the planet. After getting out of $30k of debt in 11 months, she used her newfound financial freedom to negotiate a remote working arrangement with her employer, take a 2 month sabbatical to walk
The One Thing People Should Remember About Money - Expert Edition Episode 30 (Classic Episode)
In this classic episode, we discuss the importance of focusing on money with our Certified Financial Planner Leisa Peterson. We emphasize that money is a tool and that what people pay attention to in life tends to grow, including finances. We also discuss the significance of setting goals, being intentional with money, and tracking expenses. We then provide recommended tools or apps to create a plan and allocate funds towards specific goals. By shifting your focus and being intentional about you
This Nurse is the True Example of FIRE!!! Self Made Millionaire at 37! - Episode 31 (Classic Episode)
Send us a textIn today's episode, we are joined by Paul Njoku, who is a retired nurse, dual licensed insurance agent and financial educator. Before his career in finance he specialized in the care and management of stroke patients in his former career as a nurse executive. Paul's friend introduced them to concepts of financial literacy and wealth-building strategies, which resonated with their experiences. Paul emphasizes the importance of financial education and understanding the game
My Experiences With Unfair Lending Practices - Expert Edition Episode 29 (Classic Episode)
Send us a textIn this classic episode, Naseema confronts the issue of mortgage discrimination and shares her personal experiences with predatory lending. Joined by certified financial planner Leisa Peterson, they delve into the details of Naseema's recent home-buying process, exposing the subtle yet prevalent forms of discrimination that still persist today. Naseema's frustration and determination to shed light on this topic are palpable as she discusses the importance of understanding
This Nurse Practitioner is promoting Self-care in Healthcare - Episode 30 (Classic Episode)
In this episode, we have our fellow podcaster Vanessa Casper from the "Doses of Poor" podcast. We dive into Vanessa's nursing journey, discussing how she started as a nursing assistant at a young age and eventually became a nurse practitioner. Vanessa shares her experiences working in different healthcare settings, her passion for teaching, and her transition into preventive care as an adult gerontology nurse practitioner. We also touch on the financial aspects of pursuing higher
How to Get Off The Struggle Bus - Expert Edition Episode 28 (Classic Episode)
In this episode, our guest Leisa Peterson, a certified financial planner, discuss the concept of focusing on possibilities rather than struggles. We explore how scarcity and fear can hold people back from exploring different opportunities and playing to win in life. Leisa explains three money fears that often trap individuals: fear of power and authority, fear of the past, and fear of being responsible. We emphasize the importance of healing and taking responsibility for one's mindset to re
Breaking Free From Childhood Wounds: Journey to Financial Independence - Episode 29
Embark on a captivating journey with Amy as she navigates the complex world of personal finance, drawing from her own experiences of witnessing financial hardship during her parents' divorce as a child. As she enters adulthood and secures a job, Amy grapples with the challenges of managing her finances and carrying the weight of those early struggles. Determined to break free from the cycle of financial instability, she sets out on a quest for financial independence. Through self-discovery,
Getting a Late Start Funding Retirement - Expert Edition Episode 27 (Classic Episode)
In this episode, our CFP Leisa Peterson and I discuss important financial decisions for individuals nearing retirement age with none or limited retirement savings. We explore the dilemma of whether to start a 401k or wait for a more stable economic period. We also touch on the significance of addressing existing debt while considering factors like income level, potential salary growth, and forbearance options. We then discuss homeownership while evaluating your motives and ensure affordability w
Is Financial Independence a White Privilege? Part 2 - Episode 28
Join us on a thought-provoking journey as we delve into the question: Is financial independence a white privilege? In this podcast, we aim to examine the complex interplay between race, socioeconomic status, and the pursuit of financial freedom. Hear an honest discussions, valuable insights, and a call to action as we uncover the truth about financial independence and its relationship to privilege. It's time to break down barriers and pave the way for a more equitable and inclusive financia
What to Prioritize During a Crisis - Expert Edition Episode 26 (Classic Episode)
Send us a textIn this episode, our CFP Leisa Peterson and I discuss practical strategies to navigate financial uncertainties during the COVID pandemic, which can be relatable considering the potential financial turmoil in the coming months or years. We discuss the importance of tracking expenses, reducing unnecessary costs, setting financial goals, and adopting value-based budgeting. Invest in yourself and take advantage of free educational resources available online. With a positive mindset and
Is Financial Independence a White Privilege? Part 1 - Episode 27
Send us a textJoin us on a thought-provoking journey as we delve into the question: Is financial independence a white privilege? In this podcast, we aim to examine the complex interplay between race, socioeconomic status, and the pursuit of financial freedom. Hear an honest discussions, valuable insights, and a call to action as we uncover the truth about financial independence and its relationship to privilege. It's time to break down barriers and pave the way for a more equitable and incl
Getting on the Same Page as Your Partner Financially - Expert Edition Episode 25 (Classic Episode)
In this episode, Certified Financial Planner Leisa Peterson shares her insights on getting on the same page with your partner financially. Drawing from her personal experience and working with couples, she emphasizes the importance of open communication and regular conversations about money. Lisa discusses how aligning financial behaviors and beliefs can lead to a healthier relationship with money. She highlights the significance of expressing individual needs and expectations to avoid misunders
Motherhood and Money - Episode 26
Are you setting a good financial example for your kids? Join us as we chat with Raquel Curtis, "The Boujee Banker," about how she overcame life's setbacks to create a successful brand helping women worldwide achieve financial freedom. Raquel shares her inspiring journey of learning to budget, invest, and save after a car accident emptied her bank account and forced her to close her businesses. She also talks about how she's teaching her daughter to develop healthy money habit
How to Save on Your Two Major Expenses? - Expert Edition Episode 24 (Classic Episode)
Today we discuss the two major expenses you need control to save and invest or use to pay down debt to help in your overall personal finance. Below are the main expenses covered:Discussing the main misconception in controlling expenses and how it affects the sustainability of following this principleControlling your housing costs and transportation costsTips on how to offset part of these costsMindful Millionaire Community.Support the show---Check Intentional Style here: https://www.intentionals
The Legacy Mindset: How to Build and Sustain Generational Wealth - Episode 25
Anne-Lyse discovered the power of investing and trading in her early twenties allowing her to reach Coast Fire in her early thirties. She has started multiple business and inherited one and discusses the implications as a Black woman. We also discuss the importance od building generational wealth, raising financially savvy kids, and planning for the next generation. Make sure to subscribe to Anne-Lyse’s The Dreamers PodcastAbout Our Guest: Anne-Lyse Ngatta also known as Anne-Lyse Wealth is a Cer
Being your parent’s retirement plan - Expert Edition Episode 23 (Classic Episode)
According to recent studies, more than 50% of millennials are financially supporting their parents. The statistics get even more interesting. Did you know that almost 75% of these millennials are women.I also share my concerns about how caring for my parents will affect my finances in these episodes with Dr. Jay:When should you start planning for Long Term Care?Long-Term Care Planning Part 2Also, according to a 2015 TD Ameritrade study, one in five millennials support their parents by spending a
Beyond the Benefits: Finding the Right Health Insurance for You - Episode 24
Health Insuance is expensive and complicated, especially if you don’t have access to an employer sponsored plan. Many people struggle with understanding what they are paying for and what is covered. With so much misinformation out there and with medical bills being so hard to understand, you need someone you can trust to help you navigate. Oxana has been getting people the right coverage they need since 2020. Learn how she can help you navigate these rough health care waters. See works with the
May is Disability Insurance Awareness Month: What You Need to Know - Expert Edition Episode 22
Disability Insurance Awareness Month, takes place every May. Disability insurance is a type of insurance that provides financial protection in the event of an unexpected disability that prevents you from working. In this episode, we'll explore why disability insurance is important, how it works, and why it's important to have coverage. We'll also look at some common misconceptions about disability insurance and discuss how to determine the right policy for your individual needs. W
Nurses: From Hero to Villlain - Episode 23
About Our Guest: Maggie Ortiz has been a Critical Care Registered Nurse for 22 years working primarily in the hospital setting. Maggie holds a Master's Degree in Nursing Leadership. Maggie has worked in rural small hospitals to large Level I hospitals in the US. Her experience includes: ER, ICU, Cardiac Cath Lab (Interventional Cardiology) taking heart attack call, Interventional Radiology with Neuro and Trauma Interventions, and Surgical area pre and post, sedation nurse in various departm
Mortage Crisis on the Horizon - Expert Edition Episode 21 (Classic Episode)
In this episode, we are addressing the dismal reports that many people are expected to default on their mortgage in the next few months. We cover:What you can do if you can't pay your mortgageHow mortgage companies are respondingPossible balloon paymentIf property taxes and insurance payments includedWill it be reported to your creditRequest everything in writingArticle referenced: Homeowners' Savings Crisis Will Trigger Mortgage Time Bomb Next MonthSupport the show---Check Intentional
The Investing Tool You Need - Episode 22
Fed up with a lack of tools to make keeping up with his portfolio easier, Ulrich started Ziggma. Ziggma is designed to help investors stay in control of their portfolios and on track to reach investment objectives.When changes are due to be made, Ziggma helps investors make smart choices with the goal to maintain a well-diversified portfolio.About Our Guest: Ulrich in an investor by conviction. He loves the fact that the stock market allows him to own shares in great companies, which in turn cre
Dying with Zero - Expert Edition Episode 20 (Classic Episode)
In this episode, we talk about leaving a legacy for your children they can benefit from throughout their life not just after you pass. We discuss: InheritanceCollege fundingDown payment assistanceNot sacrificing your own retirement to help your childrenCheck out the article referenced CEO: Why I'm giving my kids money now—and not in my willSupport the show---Check Intentional Style here: https://www.intentionalstylesuite.com/Please join me here, and follow me on social media, Instagram, an
Building a Mission-Focused Business from the Ground Up - Episode 21
Rebecca makes research on childbirth publicly accessible. An entrepreneur for 10 years, she’s been making a living off her company for 6 years. She shares how starting a continuing education business allowed her and her husband to achieve total independence from outside employers.Make sure to check out my episode on the Evidence Based Podcast. Get these Pocket Guides while they are available as they sell out fast. About Our Guest: Rebecca Dekker, a nurse with her PhD, is the founder and CEO of E
Fight Lending Discrimination - Expert Edition Episode 19 (Classic Episode)
Banking distrust dates back to the 1800s. If you feel there is any chance you are facing unfair treatment while applying for loans, particularly mortgages here are your tools to proactively advocate for yourself. We discuss: Historical MistrustProfessional discretion that may not lean in your favorScrutinizing the Truth in Lending StatementAlways ask “Is This the best you can do”Join the Virtual Baby Shower here!Support the show---Check Intentional Style here: https://www.intentionalstylesuite.c
Money Activism - Episode 20
Augustus teaches us how to build financial confidence through engaging with financial information regularly through his platform ShareScoops. The inaccessibility of financial information builds our psychological barriers around financial action. The world needs more context on the economy to understand how to make informed decisions about their job, home, savings, and spending.Take advantage of the opportunity to become an early investor in ShareScoopes. They are fundraising so their community a
Tax Time Countdown: Essential Tips for Last-Minute Filers - Expert Edition Episode 18
About our expert: Atiya S. Brown aka The Savvy Accountant is a CPA, CA and a Certified Financial Educator Instructor. She is dually licensed in both Canada and the USA as a Certified Public Accountant. She has over 18 years of experience in the accounting/finance world.She is the owner of The Savvy Accountant® where she is savvy at solving tax issues for her #SavvyFamily aka clients. She has, to date, saved them over $7MM in tax savings with her tax strategy plans and tax help since 2021.She has
The Real Estate Path to Early Retirement - Episode 19
Kendra Barnes did all the right things, getting the degrees and landing that good government job. However, she knew there was more to life. After attending a party and playing the game CashFlow the world of real estate became a reality for her. Learn how she was able to retire in her 30s through real estate and how she is helping others do the same. Check out Acres: Inspiring Stories of 25 Real Estate Investors Who Are Normalizing Black Wealth One Acre at a Time and join her Facebook group for r
Rebuilding or Starting Your Credit From Scratch - Expert Edition Episode 17
Our credit expert Shante Nicole walks you through the steps to establish a strong credit history weather you’ve had a financial set back that took your credit off track or you’re just getting started. She is also hosting a credit challenge and it started yesterday (3/27/23) but she has some spots available just for my podcast listeners and followers, but only if you sign up TODAY!Make sure you follow her and join her Financial Common Cents Facebook group About our expert:Shante Nicole’s passion
Passive Income through Digital Products - Episode 18
Cody has been an entrepreneur from a young age. He learned about the value of passive income early on and was able to reach financial independence in his twenties. Learn how he tried and failed at several side hustles until he discovered digital products and what that has done for his life. Transform your life by learning how to make passive income with digital products with this free eBook.Resources mentioned:Financial Freedom: A Proven Path to All the Money You Will Ever Needby Grant SabatierT
Financial Spring Cleaning - Expert Edition Episode 16
How to prep your finances for the spring. This is a perfect time to check in with your finances. Use this list as a checkoff if you haven’t these things or need to make sure they are working the way you set them up. Come back to this episode during open enrollment or other life changing events like a birth, marriage or move. About our expert:Acquania is a financial coach, freelance writer, and independent life insurance producer with LifeTyme Financial Group, LLC. She is committed to helping peo
How To Raise Money-Savvy Kids - Episode 17
Are your kids Money-Savvy? Learn how to be intentional in your actions around money to teach your kids how to navigate money independently. Holly has created a Future Millionaire Money Camps for Kids and Teens. This program offers an engaging and informative learning opportunity from home and provides quick wins and practical ideas to plant the seeds of financial success far faster than going it alone.Your camper will be equipped to develop a healthy Relationship with Money, Improve Financial Li
Using Life Insurance to Buy Real Estate - Expert Edition Episode 15
Did you know that it was possible to tap into your permanent life insurance policy to buy real estate? Our Life Insurance Expert Acquania Escarne breaks down how she has been able to leverage her life insurance policies to purchase rental properties, syndications and even hotels! She shares how you can too and for far less money than you think.About our expert:Acquania is a financial coach, freelance writer, and independent life insurance producer with LifeTyme Financial Group, LLC. She is commi
M is for Money: A Practical Approach For Teaching Kids About Money - Episode 16
Teach your kids practical applications of finance so that they can navigate their lives not having to chase money. Rob has been a pivotal figure in shaping how our kids learn about money. His illustrative children's book “M is for Money” teaches the ABCs of personal finance in an inclusive way that makes money accessible to everyone. Loving to side hustle, Rob also shares how he is helping teaches supplement their income and expanding educational resources in the classroom at the same time.
Long Term Care Planning Part 2 - Expert Edition Episode 14
Our Expert CFP Dr. Jay and I revisit the long term care planning conversation and what I discovered from my conversation with my parents. To say that I feel underprepared is an understatement. Dr. Jay provides resources and things to consider when taking on the responsibility of caring for aging loved ones. Have you created a plan for when you eventually need assistance with everyday activities and are unable to care for yourself for a long period of time? Do you know what you would do if the so
Retirement the Beast in the Basement - Episode 15
We all want to retire, you have more control over when you retire than you think. Daphne joins us to discuss your investment mix, the importance of life insurance, how owning a business can accelerate your path to financial freedom. About Our Guest: Daphne Jones, Financial Educator, Bitcoiner, and Podcaster is helping GenX women design their version of Financial Independence. She believes that through investing and entrepreneurship, GenX women can grow their wealth. After more than 20 yrs of mil
Invest or Pay off Student Loans - Expert Edition Episode 13
Joined with our Expert CFP Dr. Jay, we tackle a listener question. Should they focus on paying off their student loans or increase investments in their employer sponsored retirement plan. We discuss employer matches, when to invest vs focus on debt payoff, and what to expect with federal student loans over the next few months.Resource Mentioned: Advice Only NetworkAbout our expert:Dr. Jay Zigmont, CFP®, and his wife are Childfree and live in Water Valley, MS. He has a Ph.D. in Adult Learning fr
Financial Infidelty and Protecting Yourself - Episode 14
Learn how to look for financial red flags of fraud to find the money that belongs to you. We discuss how to prepare for divorce/breakups and financial items you will need a record of. Get the tools to have proactive money conversations with your partner even if a break isn’t in your plans. Tracy has been investigating fraud for more than 25 years, but she didn’t always want to be a forensic accountant. With a dream of one day being a prison warden, Tracy went to Marquette University in Milwaukee
Socially Responsible Investing through ESG Funds - Expert Edition Episode 12 (Classic Episode)
In this episode, me and my guest, Marie Thomasson of Modern Assets is back to discuss how to invest socially responsibly through ESG funds, and how other topics we’ve covered can help impact change for your retirement investment. We cover:What is an ESG Returns from ESG vs Mutual Funds nowHow to find ESG FundsImpacting change by asking for your preferred investment fundLinks mentioned in the episode:CFP Episode 34 - Saving Money Socially Responsibly, The Easy WayRetirement Plans: Last Week Tonig
The Concierge NP That Engineered His Career For Freedom - Episode 13
Send us a textIs your career set up to provide you freedom or do you feel like you’ll have to work forever? Theo quickly found out that these jobs will work you to burnout if you let them. Instead he has been able to pivot his career and engineer multiple streams of income so that work is truly an option. Theo Jones, Sr., CRNP, FNP-BC, MBA, MSN is a family nurse practitioner with a career spanning 8 years serving in specialties such as intensive care and trauma surgery, with a subspecialty in ac
Socially Responsible Investing, Making Changes at a Local Level - Expert Edition Episode 11 (Classic Episode)
In this episode, Marie Thomasson of Modern Assets is back to discuss how to invest socially responsibly in the easiest way. This might be a bit surprising and obvious at the same time, but we discuss in detail how this very important step that could often be forgotten can be a way to invest for you and your community. We cover:The cheapest method in investing What other elections need our investment of timeHow your vote can impact change not just on a national level, but on a local levelWhat are
Unlearn And Relearn - Episode 12
Most of us weren’t taught about money in school and some concepts can be confusing. Dwayne breaks down concepts in an easy to digest format, through music. On his YouTube channel the Stock Market is Made Simple. Dwayne Tucker is just a regular guy who loves the stock market and hip hop. He decided to combine finance and hip hop to be the change he wanted to see. Follow Dwayne on YouTube---More Than the Dress“More than the Dress” is a biweekly podcast hosted by Michele C. Meyer-Shipp, Esq.,...Lis
Socially Responsible Spending Gets Tricky - Expert Edition Episode 10 (Classic Episode)
Marie Thomasson of Modern Assets is back to discuss how we can be more conscious about our spending and how retailers with bad labor and business practices have made it too easy for us to check for alternatives. But everyone has to be aware that where they spend is a conscious moral decision of approving or not what these businesses do. We cover:The dark side of the biggest retailers business practices and their impact to society Having your values reflect how you spend and whereAlternatives to
From nursing student to Forbes 30 Under 30 in two years - Episode 11
Send us a textWhat did you do at the height of covid? This nurse turned her unique study skills into a full fledged business.Stephanee Beggs is a content creator, influencer, professor teaching pharmacology, and emergency room nurse. She unintentionally became viral on social media for her quick, concise educational tools that led to the creation of RNExplained, Inc. . I believe in hustling while I can. I’m not married and I don’t have any children yet, so my hobbies have become my side hustles.
Buy Nothing Groups - Expert Edition Episode 9 (Classic Episode)
In this episode, Marie Thomasson of Modern Assets and I discuss Buy Nothing Groups and our experiences in both giving and receiving from these groups. This can be a huge tool we can use to either save or give back to our society for things we could have thrown out. We cover:What are Buy Nothing GroupsOur experience in saving by joining these groupsHow you can also give back to help othersThe geographic nature of groups and how to find themLearn more about Marie by visiting her website---Support
Taking Stock of Your Life and Money - Episode 10
Send us a textWhat if you spent the greater part of your life studying and training to be a doctor only to find out, medicine isn’t for you? Our guest Jordan Grumet aka Doc G, shares how he unintentionally found his way to financial independence. He discusses the lessons he’s learned about life and what really matters inspired by his years as a hospice doctor. Learn about how he was able to turn his career into a passion so that retirement is truly optional. About our guest:Jordan Grumet was bor
When should you start planning for Long Term Care? - Expert Edition Episode 8
Have you created a plan for when you eventually need assistance with everyday activities and are unable to care for yourself for a long period of time? It's best to start considering long term care insurance when you're relatively young and healthy, as this will help you secure a lower premium rate. Generally, the younger and healthier you are, the more cost-effective and suitable the policy is likely to be. I was always under the assumption that I should purchase a policy somewhere in
Househacking and Side Hustling to Financial Freedom - Episode 9
Meet Andre, the man behind the Millennials Next Door. He is financial advisor that walks the walk. He has found creative ways to generate multiple streams of income and cut his living expenses so that work is optional. He is a graduate of the school of hard knocks and has learned and educated form his mistakes. Get started investing in REITs with Andre’s FREE Guidebook. About our guest: Andre Albritton specializes in providing financial advising and education to graduates from all Historically
Don’t Wait Until You Have An “Estate” To Plan - Expert Edition Episode 7
Portia Wood, Esq our Estate Planning expert joins us to discuss why estate planning is important for every adult. Learn the three aspects of estate plans that are a must. Understand the difference in using AI generated estate plans versus working with an estate planning attorney. Estate planning is an important step in making sure that your wishes for the future are clearly put in writing. That way, your wishes will be followed no matter what happens. You also want to make sure that your benefic
How To Graduate College Debt-Free With Money In Your Pocket - Episode 8
Worried about paying for college for your kids? Imagine if they not only had school fully paid for but graduated with a nest egg already in place. Chris shares how his Debt Free Degree Triangle makes this possible. About our guest:Chris Corinthian has worked for over 15 years in higher education in the areas of financial aid and financial literacy. After working with thousands of students, he realized that there were specific steps that students did to receive multiple scholarships and graduate
Disability Insurance and Why You Need It - Expert Edition Episode 6
Our credit expert Acquania Escarne is back and is putting us up on game on what Disabilty Insurance is and why it’s so important. She covers the different types, how it’s paid out and other things that disability insurance covers. With 4 out of 5 employees becoming disabled in their working lifetime, it’s imperative that we make sure we are protected. About our expert:Acquania is a financial coach, freelance writer, and independent life insurance producer with LifeTyme Financial Group, LLC. She
Achieving FIRE at 36 - Episode 7
About our guest:Antoinette Munroe is a serial entrepreneur with a broad spectrum of business experience in industries ranging from music entertainment to construction. After eight years of accelerated advancement at a global CPG company, Antoinette shifted her focus from climbing the corporate ladder to pursuing FIRE(Financial Independence Retire Early) by 40. She achieved that goal at 36!To achieve this goal, Antoinette developed Budget ABC's, House Hacking, and Travel Hacking strategies t
The State of Student Loans - Expert Edition Episode 5
Our student loan expert Stanley Tate joins us to talk about what’s going with student loans in this new year. This is an unprecedented time in regards to loan repayment options. There are going to be some massive changes come summer. Check out this episode to learn more about what’s in store. About our expert:Here are the stats. Tate has been in the game 8+ years fixing student loan problems. He has managed $1B in debt for clients, negotiated $30M in student loan settlements with an extra $700 m
Calculating Health Care Cost into Your Financial Independence Number - Episode 6
Are you worried about how you are going to pay for healthcare if you retire before Medicare age? This conundrum has stumped early retirees and entrepreneurs for decades. Part of the problem is that we just plain unclear about how much healthcare coverage will cost. Lynn Frair and Ryan Connell have an answer. They have created a a healthcare calculator to help you estimate your costs. This is the nation's first healthcare cost calculator of it's kind through the lifespan for entrepreneu
Pay Down Debt or Invest? - Expert Edition Episode 4
Have you ever wondered which you should do first? I ask our resident CFP his advice. I also share what I feel is my biggest money mistake in paying off my student loan debt. His response might surprise you. About our expert:Dr. Jay Zigmont, CFP®, and his wife are Childfree and live in Water Valley, MS. He has a Ph.D. in Adult Learning from the University of Connecticut and is a CERTIFIED FINANCIAL PLANNER™ and Childfree Wealth Specialist. He is the founder of Childfree Wealth, a life and financi
From 50k in debt to Financially Free in 2 years with Airbnb! - Episode 5
Send us a textBeen wondering if investing in short to medium-term rentals is for you? Our guest today was able to turn around from being 50k in debt to Financially Free in 2 years with Airbnb! This episode is a good starter for anyone thinking of diving in and understanding the space even more.About our guest:Zeona McIntyre has been an Airbnb host since 2012. After 10 years of managing short-term rentals across the globe, she has transitioned to selling Real Estate to investors looking to house
The Current State of Credit in this Economy - Expert Edition Episode 3
Have you seen some changes to your credit lately? I know I have! American Express just decreased the available credit on three of my cards by 90%. No late payment or other delinquencies. This is a timely episode to have my friend and the Financially Intentional Credit Expert, Shante Nicole join us to break down what’s going on. She shares why creditors are pulling back credit limits. She also breaks down what makes up a credit score and what goes into improving it. Make sure you follow her and j
How does being childfree impact your finances? - Episode 4
We discuss the realities and common misconceptions of being child-free. What does financial planning look like for individuals and couples who are child-free? We dive deep into Retirement Planning, Financial Independence Live Early, and Life Insurance. About our guest:Dr. Jay Zigmont, CFP®, and his wife are Childfree and live in Water Valley, MS. He has a Ph.D. in Adult Learning from the University of Connecticut and is a CERTIFIED FINANCIAL PLANNER™ and Childfree Wealth, Specialist. He is the
Finding the best help for your financial freedom journey - Expert Edition Episode 2
Today, we discuss with our expert, Dr. Jay Zigmont, how you can seek help from financial experts and what to expect when you start discussing finance with your financial advisor. We also cover good fundamentals in your finances and how clutter and inaccurate advice on the internet could potentially negatively impact your finances.Dr. Jay Zigmont’s mission in life is to help people to learn how to live their best life and achieve financial freedom. He is a Certified Financial Planner completing h
This Millennial became a Debt Free Millionaire by Age 31 through Stocks and Real Estate Investing - Episode 3
Send us a textSteven Stack is a financial consultant and coach whose mission is to help others build wealth holistically. He is 100% debt free which includes paying off a six-figure mortgage. He also became a millionaire by age 31 through investing primarily in real estate and the stock market. He believes wealth isn't just what's in your bank account but also the person you're becoming.Steven Stack's Website: https://www.stevenlstack.com/Steven Stack's IG: https://www.i
Why life insurance is the best gift to give this year - Expert Edition Episode 1
“When you rely on GoFundMe accounts to pay for funerals, you're still short selling your family in the long run because GoFundMe will just pay for the funeral. But life insurance pays for the finances well beyond your life. It can pay off your mortgage, cover kids' college, and also keep a spouse from having to go right back to work if they wanna have time to grieve or they wanna take time off from work after the death of a partner. But it's also important for single people to get
Updates on me and the newest season of the Financially Intentional
Send us a textPlease join me here, and follow me on social media, Instagram, and Facebook.Join the Financially Intentional Community and get access to resources to guide you on the path to Financial Freedom.Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. Get my book Smart MoneySupport the show---Check Intentional Style here: https://www.intentionalstylesuite.com/Please join me here, and follow me on social media, Instagram, and Facebook.Need h
I'm back for a new season: Financially Intentional!
Please join me here, and follow me on social media, Instagram, and Facebook.Join the Financially Intentional Community and get access to resources to guide you on the path to Financial Freedom.Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. Get my book Smart MoneySupport the show---Check Intentional Style here: https://www.intentionalstylesuite.com/Please join me here, and follow me on social media, Instagram, and Facebook.Need help getting st
Money talks with my kids, Aya and Naima!
Send us a textPlease join me here, and follow me on social media, Instagram, and Facebook.Join the Financially Intentional Community and get access to resources to guide you on the path to Financial Freedom.Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. Get my book Smart MoneySupport the show---Check Intentional Style here: https://www.intentionalstylesuite.com/Please join me here, and follow me on social media, Instagram, and Facebook.Need h
This Nurse Practitioner is promoting Self-care in Healthcare - Ep. 95
Dr. Vanessa Kasper, started in healthcare as a teenager working as a Certified Nursing Assistant, she became a Registered Nurse in intensive care, and is now a doctoral-prepared Nurse Practitioner in primary care. Each Wednesday she brings the Dose of Support Podcast to life where she shares stories of self-care in healthcare! Please join me here, and follow me on social media, Instagram, and Facebook. Join the Nurses on Fire Community and get access to resources to guide you on the path to Fi
This Nurse Discovers the Importance of FU Money- Ep. 94
Send us a textDiania Merriam is the founder of The EconoMe Conference, an event centered around financial independence, also known as the "Ted Talks" of the FIRE movement. She's also the host of the popular podcast Optimal Finance Daily where she narrates articles from the best personal finance blogs on the planet. After getting out of $30k of debt in 11 months, she used her newfound financial freedom to negotiate a remote working arrangement with her employer, take a 2 month sabb
This Nurse Is On A Mission To Make A Difference In The World - Ep. 93
Angel Cellucci is a woman on a mission! She has spent over 40 years working in the healthcare system, having started out as a Candy Striper and eventually going on to become a Family Nurse Practitioner. In 2015 she founded Overbrook Consultants, a fraud investigation company, to assist insurance carriers with reviewing medical bills for evidence of erroneous charges and/or blatant fraud. When her data revealed that roughly 9:10 of the medical bills she and her team reviewed contained errors, A
This Nurse is Using the Law to Disrupt the Healthcare Industry- Ep. 92
Irnise is an experienced nurse and health law attorney that works with healthcare providers who want to protect their license, decrease liability and mitigate risks. After working in the operating room and the pre-op/PACU years ago, Irnise decided that she could do more for nurses, patients, and the healthcare system by working to change healthcare as a legal advocate and social justice change agent. As a graduate of Howard University and the Howard University School of Law, her practice is deep
This Nurse is the True Example of FIRE!!! Self Made Millionaire at 37! - Ep. 91
Send us a textPaul Njoku is a retired nurse, dual licensed insurance agent and financial educator. Before his career in finance he specialized in the care and management of stroke patients in his former career as a nurse executive. Paul’s passion for financial education and literacy around leveraging various tax codes to provide individuals protection for both their life and money is largely in part due to the huge need for this form of education within his immediate community. He is passionate
This Nurse is Growing Her Wealth to Build a Better World - Ep. 90
Janine Firpo is an author and speaker who spent more than 20 years in executive roles at Hewlett-Packard, the World Bank, the Bill & Melinda Gates Foundation, and more. She is a values-aligned investor in companies that make the world a better place and is passionate about teaching women to learn how to invest their own money. Embodying these principles, Janine is releasing her first book, Activate Your Money - Invest to Grow Your Wealth and Build a Better World in May 2021. The company Jani
This Nurse Walked Away From A 6 Figure Salary, Chief Nursing Officer Job Because God Told Her To - Ep. 89
Angie Tonini-Rogers has been a nurse leader for over 15 years, & recently took a huge FAITH step, walking away from her Chief Nursing Officer position to start her own business, without the blueprint being revealed. She's wife of 24 years and BoyMom of 3. She is the host of the inspiring and slightly provoking podcast, Wholly Made Life™, for Success-driven women who deserve it all, in all areas of their lives, not just the professional.Her mission is to help successful, working moms cre
This Nurse Gets The Blueprint of How to Master the First Year of Nursing or NP Practice - Ep. 88
If you want to be a nurse, take a travel assignment as a nurse or be a nurse practitioner this no nonsense guide is the cheat code to get you to where the money resides. Episode Description: Morgan and Theo intentionally composed a comprehensive guide for the aspiring or current Registered Nurse, aspiring or current travel nurse, aspiring or current Nurse Practitioner. Morgan Murray CRNP, PMHNP-BC, MSN, RN is a board certified psychiatric/mental health nurse practitioner with over seven years
This Nurse Talks Smart Money - Ep. 87
I haven’t done a solo episode in a while so I wanted to use this opportunity to catch you guys up with what’s been going on in my life. In other news, I’m making a MAJOR ANNOUNCEMENT. I wrote a book. I appreciate you in advance for all your support. Getting a handle on personal finance can be confusing and stressful. Get unstuck and start saving now with this streamlined, holistic plan for financial wellness. Smart Money makes it simple to ditch debt and jump-start your wealth in nine practical
This Nurse Helps Other Nurses Land Their Dream Jobs! - Ep.86
Chelsea hails from Long Island, NY. Her path into nursing started at The Johns Hopkins University, School of Nursing as she forged her way through an intense 17-month accelerated BSN program.After passing her boards in 2016, Chelsea began her nursing career in Los Angeles, CA. Countless life lessons were learned during her time in Los Angeles including experiences related to losing a job, starting and ending a business, and her wonderful journey into the Neonatal Intensive Care Unit. Currently s
This Nurse is Crushing Her Money Goals- Ep. 85
Bernadette went from $300k in to approaching a million dollar net worth and now teaches others how to do that same.Episode Description: She takes personal finance personally. Overwhelmed and ignored by traditional advice as a young woman of color, she taught herself not just to talk the talk. She walks the walk, having paid off over $300,000 of debt in three years and is on track to retire in her forties.Dubbed her "magic recipe" by Good Morning America, she also shares her trademarked
Conversations with a CFP, Vol. 47 - Throwback Episode: Working Overtime = More Taxes?
A common theme I hear at work is "I'm not working overtime to pay Uncle Sam." In this conversation, we discuss how the US tax system is structured, how to maximize pretax accounts, how to work with a tax professional to optimize your withholding to maximize your take-home pay and what to do if you're facing IRS debt.Stay connected:Be one of the founding members of Greenwood Bank, apply hereLearn more about T. Jayden Doye, CPA by visiting Prestige Accounting Solutions, LLCJoin
This Nurse is the Super CRNA - Ep. 84
A native to Atlanta Georgia, bred and born in southeast Atlanta. Everett Moss II began his career with the City of Atlanta Fire Rescue Department. After developing a passion for the medical field, he chose to leave fire service and pursue the field of nursing. Along the way, he began flying full-time as a life flight paramedic. Upon completion of nursing school, he worked in various roles and has been committed to professional development and advances in medical knowledge.Please join me here
Conversations with a CFP, Vol. 46 - How Nurses Should Handle Their Taxes in 2021
Conversations with a CFP, Vol. 46 - How Nurses Should Handle Their Taxes in 2021In this episode, T. Jayden Doye, CPA of Prestige Accounting Solutions, LLC and I discuss key points for nurses when filing taxes and especially with the upcoming tax season. We cover:Important reminders for W2 and 1099 tax filingsDiscussing recent issues on declaring tax exempt on W4 formsInterest of withholding taxes in a bank vs direct to the IRSSome key reminders for this upcoming tax season for nursesHow difficul
This Nerdy Nurse is Helping Nurses Build Confidence - Ep.83
Brittney Wilson, BSN, RN, the nurse behind The Nerdy Nurse and co-founder of Health Media Academy, is an award-winning author and blogger, international keynote speaker, and community strategist in the nursing and healthcare technology communities.Please join me here, and follow me on social media, Instagram, and Facebook. Join the Nurses on Fire Community and get access to resources to guide you on the path to Financial Freedom.Oh and please subscribe and leave a review on whatever app you&apos
Conversations with a CFP, Vol. 45 - How Nurses Should Handle Their Finances in 2021
In this episode, Charles Adi of Blueprint 360 and I discuss the common questions and concerns nurses have had over the years, which would be a huge help in handling our personal finances starting this year. Especially now that we have been able to take advantage of career and income opportunities we have not been able to have before. We cover:Common tax questions of nursesAvoiding the common pitfalls on tax concerns or filingTips in withholding the amount for taxOpportunities on income that can
This Nurse Coaches Nurses Looking To Enter Into The Biopharmaceutical Industry - Ep. 82
Dr. Latora has over 26 years of Nursing experience. She received her Bachelor's of Science in Nursing from Grambling State University. Then went on to earn two additional degrees from Grambling; a Bachelor's of Arts in Sociology and Masters of Public Administration (specialization Health Administration). Dr. Latora found her passion in healthcare for improving the lives of others by using her healthcare knowledge to also serve in the community. To further her education journey she earn
This Nurse is Shifting Her Mindset From Being a Consumer to an Owner - Ep. 81
Send us a textRyan Sterling is the founder of Future You Wealth. Ryan is a wealth manager, speaker, and published author of “You’re Making Other People Rich”. As a financial advisor, he challenges and inspires people to live life on their terms by taking accountability and action over their wealth. Ryan has personally worked with thousands of people to help go from being a consumer of “stuff” to an owner of capital and life on their terms.He has been featured in media outlets such as Business I
This Nurse is a Pioneer Revolutionizing the Nursing Profession - Ep. 80
Send us a textAndrea Dalzell is the first registered nurse in a wheelchair to get through nursing school in New York City. Diagnosed with Transverse Myelitis at a young age, she did not allow her disability to become or define her. As an advocate and activist for the rights of people with disabilities, she's garnered various awards. Andrea was crowned Ms. Wheelchair New York 2015, and utilized her title and platform " Life, Liberty and the Pursuit of Access" to promote her message
Conversations with a CFP, Vol. 44 - Throwback Episode: An Introduction to Responsible Investing
We are running this throwback episode as a sort of summary or refresher of the past ten episodes we had with our guest CFP, Marie Thomasson of Modern Assets. This gives us a better understanding of the collective way of doing impact investing and changing our mindset from being just investors, to those who can impact change while doing so. We cover:The history of Socially Responsible/Sustainable InvestingHow climate change sparked ESG investingFees and returns in ESG portfoliosWhy the fees are h
This Nurse is Changing the Face of Nursing Research- Ep.79
Rashida Charles is a first-generation Haitian American and a first-generation college student. She is currently a Nursing Ph.D. student at the University of Pennsylvania and her doctoral degree is fully funded. She also has a Youtube channel where she talks about all things health and nursing and shares her experiences in hopes that someone will learn from her trial and error.Please join me here, and follow me on social media, Instagram and Facebook. Join the Nurses on Fire Community and get acc
This Nurse is a 7 Figure Nurse Investor- Ep. 78
Danielle Brown is a Labor and Delivery Nurse of 13 years. In 2016, life kicked her in the face, Through that experience, she decided that she NEVER WANTED TO BE BROKE AGAIN!! As a Travel Nurse, she decided to take an assignment in CA to get out of debt fast. In CA, she was introduced to Uncle Dave, and as they say; from there, the rest was history! She submitted her last student loan payment on 4/28/2017 and was officially DEBT FREE (excluding her house). From there, she was set on FIRE! T
This Nurse is Dismantling Negative Money Perceptions- Ep. 77
Kenishia Mais is a Personal Financial Strategist, Founder of ThrivingDollars, and an internationally certified Financial Education Instructor with over 7 years' experience helping young professionals transform their financial lives. She currently offers personal financial education and management training across various institutions and organizations within Jamaica and the wider region and offers practical and applicable financial coaching to young professionals who need help navigating the
Conversations with a CFP, Vol. 43 - Bonus Episode: Buy Nothing Groups
In this episode, Marie Thomasson of Modern Assets and I discuss Buy Nothing Groups and our experiences in both giving and receiving from these groups. This can be a huge tool we can use to either save or give back to our society for things we could have thrown out. We cover:What are Buy Nothing GroupsOur experience in saving by joining these groupsHow you can also give back to help othersThe geographic nature of groups and how to find themWe want to hear from you! If you have money questions or
This Nurse Is A Vessel Of Change For The Next Generation Of NPs - Ep. 76
Ananya is a multi-passionate dual board-certified Pediatric NP. She is on a mission to help the next generation of nurse practitioners step into their practice with confidence and clarity and avoid the overwhelm as new grads! She is a nurse entrepreneur who is impassioned by helping new grad NPs leverage their skills, understand their power as advanced providers, and land their dream jobs! She is determined to change the narrative and knows that NPs are indispensable figures in healthcare once t
Conversations with a CFP, Vol. 42 - Socially Responsible Investing through Impact Investing
In this episode, Marie Thomasson of Modern Assets is back to discuss impact investing, how this can be the hardest but also the most impactful in investing to companies that aligns to your values as an investor. We cover:What is Impact InvestingHow this can be the difficult option, but also the most impactfulHow mutual funds differ from impact investingWhat are the difficulties in impact investingExamples of Social Venture Capital Funds that help investors and tips in finding one that can help y
This Nurse Does The Uncomfortable Things- Ep. 75
Joanna Nolte, is a nurse who wants other nurses to be confident through gained competence. She has over thirteen years of nursing experience. She wants every nurse to know “you're not above it, do the uncomfortable things.” She has taken jobs that she initially thought wouldn’t be valuable to her career that have helped her become published as a first author and run successful businesses. Please join me here, and follow me on social media, Instagram and Facebook. Join the Nurses on Fire Co
Conversations with a CFP, Vol. 41 - Socially Responsible Investing through ESG Funds
In this episode, me and my guest, Marie Thomasson of Modern Assets is back to discuss how to invest socially responsibly through ESG funds, and how other topics we’ve covered can help impact change for your retirement investment. We cover:What is an ESG Returns from ESG vs Mutual Funds nowHow to find ESG FundsImpacting change by asking for your preferred investment fundLinks mentioned in the episode:CFP Episode 34 - Saving Money Socially Responsibly, The Easy WayRetirement Plans: Last Week Tonig
This Nurse Empowers Nurses & Busy Mothers To Reach Their Fitness Goals - Ep. 74
Rosa Pinto-Butterman empowers nurses and busy moms across the globe through health and fitness so they can live a happy, thriving life. She is passionate about raising the overall wellness of nurses worldwide, which culminated in starting her own company, Nurse Momprenuer. Please join me here, and follow me on social media, Instagram and Facebook.Join the Nurses on Fire Community and get access to resources to guide you on the path to Financial Freedom.Oh and please subscribe and leave a review
Conversations with a CFP, Vol. 40 - Socially Responsible Investing, Making Changes at a Local Level
In this episode, Marie Thomasson of Modern Assets is back to discuss how to invest socially responsibly in the easiest way. This might be a bit surprising and obvious at the same time, but we discuss in detail how this very important step that could often be forgotten can be a way to invest for you and your community. We cover:The cheapest method in investing What other elections need our investment of timeHow your vote can impact change not just on a national level, but on a local levelWhat are
This Nurse is Giving Thanks- Ep. 73
Send us a textPlease join me here, and follow me on social media, Instagram and Facebook. Join the Nurses on Fire Community and get access to resources to guide you on the path to Financial Freedom.Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. Work with our financial partners….Get the student loan plan that could have saved me $80kFigure out if your retirement plan is optimized for you. Stay connected:Join the NOF Facebook groupTo read the f
Conversations with a CFP, Vol. 39 - Socially Responsible Spending Gets Tricky
Marie Thomasson of Modern Assets is back to discuss how we can be more conscious about our spending and how retailers with bad labor and business practices have made it too easy for us to check for alternatives. But everyone has to be aware that where they spend is a conscious moral decision of approving or not what these businesses do. We cover:The dark side of the biggest retailers business practices and their impact to society Having your values reflect how you spend and whereAlternatives to
This Nurse is Teaching the Importance of Self Care - Ep. 72
Tasha Triana is a registered nurse, certified yoga and meditation teacher, reiki master, and wellness coach. She has a Master’s degree in Psychology from San Diego State University. After working in the hospital for several years, Tasha experienced burn out and realized the need and importance of self-care practices and incorporating them into daily life. She is now a self-care expert and founded The Nurtured Nurse to inspire others to prioritize their own self-care and wellness. She works with
Conversations with a CFP, Vol. 38 - Socially Responsible Spending, Buying from Small Businesses
Marie Thomasson of Modern Assets is back to discuss how we can direct our spending to micro and small businesses to help diverse and smaller communities rather than big businesses. We cover:Defining what classifies as a Micro and Small businessWhy helping Micro and Small businesses help the community than big retailersHow the pandemic highlighted the need to help micro and small businessesSpending less and with quality to support small local businessesWe want to hear from you! If you have money
This Nurse Empowers You to Win at Life - Ep. 71
Sharese Wilson is a nurse entrepreneur with a vision. After over 20 years of executive corporate leadership, she decided to switch gears and apply her strategic leadership experience and business acumen to help others succeed in life. She is the Managing Partner of CNG Unlimited LLC a family-owned business and is the Co-Founder of A Chance At More Inc. a non-profit organization providing mentorship, financial literacy, sports funding, and enrichment activities for youth of underserved communitie
Conversations with a CFP, Vol. 37 - Socially Responsible Spending, Directly Helping Farmers
Marie Thomasson of Modern Assets is back to discuss another way to adjust our spending habits that can directly help our farmers, compared to buying directly from big box retailers and supermarkets. We cover:Impacts of buying directly through Farmers Markets or Community Supported Agriculture (CSA)Pros and Cons to buying through Farmers MarketsWhy Farmers are currently struggling to stay afloatHow to find Farmers Markets or Community Supported Agriculture (CSA) near youWe want to hear from you!
This Nurse is Staying The Course - Ep. 70
Currently we have no idea who our next president may be and there is anticipated unrest either way. People are nervous about the state of the country as well as the economy. We revisit an earlier episode with our beloved Certified Financial Planner, Leisa Peterson. As a money mentor, spiritual teacher, author, and business coach, Leisa Peterson helps people elevate their financial consciousness. Over the past two decades, she has devoted her energy to personal and spiritual development, wealth b
Conversations with a CFP, Vol. 36 - Saving Money Socially Responsibly, Helping Marginalized Groups
Marie Thomasson of Modern Assets is back to discuss another way to be able to do socially responsible savings. We cover:Community Development Investment Fund (CDFI)CDFI compared to Credit UnionsHow CDFI targets and helps marginalized groupsHow CDFIs work and circulate investment money compared to traditional banksWe want to hear from you! If you have money questions or if you want us to assess your finances, please complete this form. Stay connected:Be one of the founding members of Greenwood Ba
This Nurse is Optimizing Her Retirement Investing - Ep. 69
Financial planning was once a privilege for the wealthy. Get to advise millionaires get while planning for retirement no matter the account balance. Find out how Bloom ensures that you are able to slide into retirement right with a portfolio that is customized for you. Please join me here, and follow me on social media, Instagram and Facebook. Join the Nurses on Fire Community and get access to resources to guide you on the path to Financial Freedom.Oh and please subscribe and leave a review on
Conversations with a CFP, Vol. 35 - Saving Money Socially Responsibly, With Medium Difficulty
Marie Thomasson of Modern Assets is back to discuss socially responsible savings. We cover:Greenwood Bank as the new easy buttonBanking at Credit UnionsUsing credit unions to invest in your local communityPros and cons of credit unionsWe want to hear from you! If you have money questions or if you want us to assess your finances, please complete this form. Stay connected:Be one of the founding members of Greenwood Bank, apply hereLearn more about Marie by visiting her websiteJoin the NOF Facebo
This Nurse Has the Secret Cocktail for Starting a CNA School - Ep. 68
Send us a textVictoria Randle is a nurse entrepreneur who came from very humble beginnings. At the age of 15 she witnessed the murder of her own mother and become orphaned. Struggling to graduate high school while working fulltime and living on her own by the age of 16, Victoria made a way out of no way. After enrolling in night school, Victoria was able to graduate high school and moved from Indiana to Georgia at the age of 19 on her own. Unsure where life was leading, she became a CNA to help
Conversations with a CFP, Vol. 34 - Saving Money Socially Responsibly, The Easy Way
Marie Thomasson of Modern Assets is back to discuss socially responsible savings. We cover:Aspiration Bank and why you should save your money thereTheir Aspiration Impact MeasurementThey are an investment management firm, not a bank but act as a third partyWho their main investors areComplaintsTradeoffs We want to hear from you! If you have money questions or if you want us to assess your finances, please complete this form. Stay connected:Learn more about Marie by visiting her websiteJoin the
This Nurse is Retired Early at 40, Rewind- Ep. 67
In this rewind episode Lynn Frair shares how she was able to retire at 40 even after experiencing a major set back ten years earlier. Nurse turned financial coach specifically for nurses and their families. With a knack for investing, which started at age 12, Lynn reached financial independence at age 39, officially saying goodbye to her employer of 14 years in January 2019. She is passionate about cultivating a thriving FI lifestyle. She believes that money is only one form of capital and that
Conversations with a CFP, Vol. 33 - An Introduction to Responsible Investing
Send us a textWe are joined by our new CFP Marie Thomasson of Modern Assets. We will be conducting a series on Socially Responsible investing teaching you not only what it is but how to take action in your own investing. We cover:The history of Socially Responsible/Sustainable InvestingHow climate change sparked ESG investingFees and returns in ESG portfoliosWhy the fees are higherTransition to Impact InvestingWe want to hear from you! If you have money questions or if you want us to assess your
This Nurse Can Own Their Own Nursing Care Home Ep. 66
As a mother of four, a law student and a business woman Christine is known andadmired internationally as a ‘transformational trainer’; specializing in training people in how to set up their own nursing agencies, care home and thus going on to ‘transform’ their working lives. Christine is an author and has 27 years of experience in running businesses. She as setup and ran training schools in the USA, Cyprus, Jamaica and the United Kingdom, helping clients setup and run their own homes. Please j
Conversations with a CFP, Vol. 32 - Being your parent’s retirement plan
According to a 2015 TD Ameritrade study, one in five millennials support their parents by spending an average of $18,250 per year. We discuss:How to budget taking care of parents. How to avoid depending on your children by adequately funding your retirement. The role of high divorce rates amongst baby boomers plays.Subsidizing retirement with a rental property.We want to hear from you! If you have money questions or if you want us to assess your finances, please complete this form. Stay connecte
This Nurse Believes Every Nurse Can Become A Millionaire - Ep. 65
You have what it take to become a millionaire! Here are the top 9 lessons shared by the Millionaire Next Door that will help you get there. Episode Description: The people that are typically glamorized as millionaires usually have less money than you think. Here are the characteristics of the average millionaire. Chances are, they are right there in your neighborhood.Please join me here, and follow me on social media, Instagram and Facebook. Join the Nurses on Fire Community and get access to re
This Nurse is Playing Catch Up- Ep. 64
Financially Intentional started off as a platform to document my debt payoff journey which I began in April 2015. Hear about my life transitions along the journey and where I’m at now. Please join me here, and follow me on social media, Instagram and Facebook. Join the Nurses on Fire Community and get access to resources to guide you on the path to Financial Freedom.Oh and please subscribe and leave a review on whatever app you're using to stream this podcast.Work with our financial partner
Conversations with a CFP, Vol. 31 - Getting a Late Start Funding Retirement
In this conversation, we answer a listener's question. We discussFunding retirement later in lifeContributing to a 401k immediately or waiting for COVID to resolvePaying down debt when starting a new jobBuying a house and using NACA (Neighborhood Assistance Corporation of America)We want to hear from you! If you have money questions or if you want us to assess your finances, please complete this form. Stay connected:Join the NOF Facebook groupTo read the full show notes, visit https://www.n
This Nurse Helps Other Nurses Grow Profitable Health Writing Businesses - Ep. 63
Janine Kelbach, RNC-OB, has extensive experience as an RN in the labor and delivery setting. She works as an OB educator and charge nurse parttime while hosting The Savvy Scribe Podcast. In 2012, Janine began writing on healthcare topics for various blogs and websites. She now coaches others to do the same. Besides writing, Janine enjoys spending time with her family and their Great Danes. Please join me here, and follow me on social media, Instagram and Facebook. Join the Nurses on Fire Communi
Conversations with a CFP, Vol. 30 -The One Thing People Should Remember About Money
In this conversation, we talk about money being a tool. We discuss:What you focus on growsSetting goals for your goalsBudgeting apps to help you in setting goalsWe want to hear from you! If you have money questions or if you want us to assess your finances, please complete this form. Stay connected:Join the NOF Facebook groupTo read the full show notes, visit https://www.nursesonfirepodcast.com/cfpHow to share a podcastHow to subscribe, rate and review a podcastTo learn more about the giveaway,
This Nurse is Teaching Life Resiliency - Ep. 62
Dr. Viola Pierce is the CEO and the founder of the VP Nursing Leadership, Training, and Coaching. She is a nurse with more than 25 years of experience. She streams a morning show live on Facebook and YouTube called, “Morning Infusion with Dr. V.” She is an international speaker but mostly loves helping nurses find their brilliance in family, fitness, finance, spirituality, and leadership. Over the past several years, her coaching has equipped healthcare professionals to be spiritually and phy
Conversations with a CFP, Vol. 29 - Our Turo and Airbnb Earning
Last week we talked about lowering your two main expenses, now look at how much money this has brought in for us. We discuss:How much Naseema has earned on Turo in 2020How much Leisa has earned from AirBnBThe common questions asked when considering listing your propertyWe want to hear from you! If you have money questions or if you want us to assess your finances, please complete this form. Stay connected:Join the NOF Facebook groupTo read the full show notes, visit https://www.nursesonfirepodca
This Nurse paid of $71k in Student Loan Debt in 3 months during the Pandemic - Ep. 61
Nakeetsha Dryer is a psychiatric nurse practitioner. Nursing has given her the opportunity and flexibility to change her family tree. She has always been able to negotiate unique work schedules and opportunities which allowed her the flexibility to be with and take care of her family. She has owned clinics, does inpatient roundind and also holds contracts working from home doing tele-psychiatry. All this has given her the abilty to earn multiple 6 figures last year in Alabama. Her original goal
Conversations with a CFP, Vol. 28 - How to Save on Your Two Major Expenses?
Today we discuss the two major expenses you need control to save and invest or use to pay down debt to help in your personal finance. Below are the main expenses covered:Discussing the main misconception in controlling expenses and how it affects the sustainability of following this principleControlling your housing costs and transportation costsTips on how to offset part of these costsMindful Millionaire Community.We want to hear from you! If you have money questions or if you want us to assess
This Nurse is Fighting Discriminatory Lending Practices - Ep. 60
During my recent home purchase I had a horrible experience with the inhouse lender, Pulte Mortgage. The terms of the loan offered were both predatory and discriminatory. Predatory lending is any lending practice that imposes unfair or abusive loan terms on a borrower. It is also any practice that convinces a borrower to accept unfair terms through deceptive, coercive, exploitative, or unscrupulous actions for a loan that a borrower doesn't need, doesn't want, or can't afford.Pleas
Conversations with a CFP, Vol. 27 - Earn $5k Fast Challenge
Leisa is having a challenge in the Mindful Millionaire Community. Learn how you can earn $5k in two weeks. By going through the challenge, you'll learn:How to come up with an idea with the potential to add $5K to your pocket in two weeks including four ways to generate cash fast.How to explore and validate your best strategy for moving forward with an idea.A process you can apply to any aspect of your business or life.A step-by-step process to offering your goods, products and services that
This Nurse is Her Own Credit Expert and You Can Be an Expert Too! - Ep. 59
Send us a textGood credit is a powerful ally in building wealth and something a lot of people, including me have struggled with. Meet Shantae who is an author, financial educator, certified credit consultant, holds a degree in nursing, founds a couple of nonprofit organizations. It was her mission to empower people to rebuild, restore, and repair their credit. She also helps individuals devise a consistent plan to manage their finances and their debt.Please join me here, and follow me on socia
Conversations with a CFP, Vol. 26- Dying with Zero
In this episode, we talk about leaving a legacy for your children they can benefit from throughout their life not just after you pass. We discuss: InheritanceCollege fundingDown payment assistanceNot sacrificing your own retirement to help your childrenCheck out the article referenced CEO: Why I'm giving my kids money now—and not in my willWe want to hear from you! If you have money questions or if you want us to assess your finances, please complete this form. Stay connected:Join the NOF
This Nurse is Making Self Care Her Business - Ep. 58
After taking some time off work after her wedding, Christal began to realize self Care was vital to her success. Christal Parker is a wife, new mom, recent family nurse practitioner grad, ER nurse, and business owner. While juggling many hats and after 10 years of working in the ER, she found her self burnt out and constantly stressed out!. Taking time off, birthed the idea of her business Self Care RX in which she empowers, inspires, and supports nurses in putting themselves first through vari
Conversations with a CFP, Vol. 25- Getting on the Same Page as Your Partner Financially
Send us a textTips for sharing and discussing finances with your significant other. We discuss: Commingling moneyGetting in alignment and finding common groundUnderstand your and your partner’s money identityShare what’s important to you, don’t expect your partner to read your mindTips on having money conversationsCreating annual, semi-annual, and quarterly goalsWe want to hear from you! If you have money questions or if you want us to assess your finances, please complete this form. Stay connec
This Nurse Is Reaching Back To Give Others The Same Chances That Helped Her Succeed- Ep.57
Amanda Kay is all about helping people to live the life they were meant to. To help them gain control of their finances early and not end up broke like she did start CRNA school. She believes our role as women & health care providers is to not only empower & educate our patients but to do the same for other people in the field. As we should want people to be better than we were. That's why she created my mentor program to help students and nurses excel.Please join me here, and foll
Conversations with a CFP, Vol. 24 - My Experiences With Unfair Lending Pratices
I share my frustration with the lending process I am currently undergoing. We discuss: How predatory lending is illegal but still very prevalent.How to proactively guard against unfair lending practices. Knowing your rights through the lending process. How to report lenders.We want to hear from you! If you have money questions or if you want us to assess your finances, please complete this form. Stay connected:Join the NOF Facebook groupTo read the full show notes, visit https://www.nursesonfire
This Nurse is Money Hungry - Ep. 56
Michelle Jackson is the creator of Michelle is Money Hungry. She is a digital entrepreneur and shares her journey of going from financially illiterate to a cash budgeting aficionado. She provides a place where people can admit their financial mistakes and work on improving their financial lives. She encourages people as they change their financial life. She provides tools and ideas on how to save money, make more money, and live their best life she wants to encourage people not to give up. To ke
Conversations with a CFP, Vol. 23 - Teaching Kids About Money
Our CFP Leisa Peterson discusses money lessons she taught her daughter which she shares in the recently released Mindful Millionaire Book. We discuss: Integrating money conversation into everyday lifeEmpower children to make educated decisions and be available to answer questions. Setting up accounts early.Encourage ways for them to earn money on their own.Learn how to overcome your money stories to become a Mindful Millionaire! Get Leisa’s Mindful Millionaire Book. We want to hear from you! If
This Black Single Mom Reached FIRE In Her 40s Making Less Than Six Figures, Ep. 55
After overcoming poverty, divorce, and single motherhood, Jackie Cummings Koski still reached FIRE in her 40s, making less than six figures. She retired from her corporate job on December 6, 2019, decades before others told her she could, to follow her dream of creating a financial-literate society. In 2015, her commitment to educating and empowering Americans in the area of personal finance earned the attention of our nation’s policymakers. She was officially recognized with a Congressional Com
Conversations with a CFP, Vol. 22- How to Get Off The Struggle Bus
Send us a textOur CFP Leisa Peterson discusses how to focus on possibility which is covered in her newly released Mindful Millionaire Book. We discuss: Playing not to lose versus playing to winThree money fears that hold people backOpportunities to work on your mindsetGive yourself permission to be a millionaireLearn how to overcome your money stories to become a Mindful Millionaire! Get Leisa’s Mindful Millionaire Book. We want to hear from you! If you have money questions or if you want us to
This Nurse Paid Off $133k Of Debt In 7 Years While Starting A Family And A Business - Ep.54
This is a time to spruce up that old resume and see what else is out there even if you don’t have any plans of leaving your current job. Amanda Guarniere is an Ivy-league educated nurse practitioner and entrepreneur, having founded The Résumé Rx in 2018. She helps nursing professionals with career and résumé strategy so that they can land the opportunities that leave them personally and professionally fulfilled. She continues to work clinically in emergency medicine and her favorite job is being
Conversations with a CFP, Vol. 21- From Traumatic Childhood to Mindful Millionaire
Our CFP Leisa Peterson opens up to us about her journey from a tumultuous childhood to who she had to become to be a Mindful Millions. We discuss: The impact of growing up in a drug-dealing householdHow she made her first million dollarsHer ruthless pursuit to build wealthWhat had to change in order for her to become a Mindful Millionaire and help others do the sameLearn how to overcome your money stories to become a Mindful Millionaire! Get Leisa’s Mindful Millionaire Book. We want to hear from
This Nurse is Helping Nursing Students in Need - Ep. 53
After having her first child, then helping her husband recover from a major accident, Mary Cate found herself in a tough financial position when the financial aid office told her she no longer qualified for aid. What she did next contributed to one of her biggest money mistakes. Instead of letting this defeat her, she turned things around so that she could help other NP students through similar financial challenges. Please join me here, and follow me on social media, Instagram and Facebook. Join
Conversations with a CFP, Vol. 20 - Fight Lending Discrimination
Send us a textBanking distrust dates back to the 1800s. If you feel there is any chance you are facing unfair treatment while applying for loans, particularly mortgages here are your tools to proactively advocate for yourself. We discuss: Historical MistrustProfessional discretion that may not lean in your favorScrutinizing the Truth in Lending StatementAlways ask “Is This the best you can do”We want to hear from you! If you have money questions or if you want us to assess your finances, please
This Nurse is Asking For What She Deserves - Ep. 52
Dorianne St Fleur shares the hard truths about why we aren’t equally compensated in the workforce. She shares practical tips to empower us to get paid our worth. Dorianne St Fleur is an HR leader, Diversity & Inclusion strategist, and career & leadership coach who turns professional women of color into paid and prominent corporate powerhouses.Dorianne is the founder of Your Career Girl, a digital career development agency for women of color, and the creator of the career development podc
Conversations with a CFP, Vol. 19 - Socially Responsible Investing
If you’ve ever felt like you don’t have the power to change the world, I’m here to tell you, YOU DO! Changes can be made by growing your wealth and investing in the people and causes you believe in. You also affect change by not investing or pulling investments out of companies that aren’t serving or are doing harm to our communities. We discuss. What socially responsible investing isHow to get started nowWhy this is so importantNarrowing the wealth gapLiesa's Podcast episode with Michael K
This Nurse is The 6 Figure Travel Nurse - Ep. 51
Ever thought about taking a travel assignment? Want to make sure you’re getting the best travel assignments that serves you? Sarah shares her story and nuggets to optimize your next travel assignment. Sarah Gaines, MSN, RNC-OB (also known as the 6 Figure Travel Nurse) is a labor and delivery nurse, nurse mentor, educator, and entrepreneur. Passionate about travel nursing (20 contracts and counting!), she’s created the 6 Figure Travel Nurse Course to educate and empower nurses to maximize their i
Conversations with a CFP, Vol. 18- 3 Ways to Effect Change in Our Communities
Happy Juneteenth! In this episode, we are joined by special guest Emlen Miles-Mattingly. During this time of civil unrest, we are sharing what things we can do to directly effect change. We cover:Buying BlackChanging How Individuals Prosper (CHIP)- Directory of Black and Latinx Financial ProfessionalsInvesting in Socially Responsible Companies (ESG Investing)How Voting in local elections matterMinority Money Podcast- We Need to Talk SeriesBlack menBlack womenWe want to hear from you! If you have
This Nurse Can Achieve Financial Freedom Through House Hacking - Ep. 50
Send us a textZeona went From College Student to Financially Independent in 2 years with Airbnb! She has been an Airbnb host since 2012 and has grown her offerings to Consulting and Co-hosting homes from Seattle to Spain. At 33 years old, she is an avid Real Estate Investor owning 7 homes & managing 15 others, all rented short term. She teaches her clients to create automated hosting businesses through her website / blog: www.ZeonaMcIntyre.com. Zeona has been to 47 countries, spending half
Conversations with a CFP, Vol. 17- Asking Financial Advisors Their Credit Score
In this episode, we are discussing asking financial advisor sto share their credit score to determine working with them or not. We cover:Credit scores may tell a storyWhat it means if they don't shareWhat credit scores implySocially responsible InvestingCheck out the past episode Tips for Choosing the Right Financial AdvisorWe want to hear from you! If you have money questions or if you want us to assess your finances, please complete this form. Stay connected:Join the NOF Facebook groupTo
This Nurse Doesn’t Chase the Money - Ep. 49
Many nurses are looking to pivot into their own business.] Catie Harris joining us to discuss entrepreneurship. Catie Harris, PhD, MBA, and Registered Nurse is the NursePreneur Mentor who has empowered thousands of nurses to monetize their knowledge and skills in business while inspiring them to change the way healthcare is perceived and delivered. She strives to undo the perception that nursing care is limited to the hospital setting. Through her intensive mentorship program, Catie shows nurse
Conversations with a CFP, Vol. 16- Addressing Racial Inequities in Financial Planning
In this episode, we are addressing what to do with pay increases due to overtime, raises, and bonuses. We cover:The hurt we are feeling personally and as a nation due to multiple senseless loss of black lives in the last few weeksThe devastatingly low numbers of black and latinx certified financial plannersAdjusting assumptions that address the unique risks of people of colorAsking your non-POC advisor to look into resources to better serve you is not synonymous to calling them racistResources t
This Nurse is Staying Financially Fit While Caring For Others- Ep. 48
Send us a textWe are in a state of panic across our healthcare and economic systems. Nurses are being overworked to care for the unimaginable number of people afflicted with Coronavirus and those who have other health ailments. It puts an enormous amount of stress on them. Sometimes nurses don't have healthy coping outlets and end up indulging in habits that can derail their goals. Overspending, excess shopping, are some of the habits encountered.Gaby Delismé is the Chief Executive Officer
Conversations with a CFP, Vol. 15- What to do With Extra Income
In this episode, we are addressing what to do with pay increases due to overtime, raises, and bonuses. We cover:Having a planInvesting in tax professionalsAuditing past tax returnsSaving for a goalWe want to hear from you! If you have money questions or if you want us to assess your finances, please complete this form. Stay connected:Join the NOF Facebook groupTo read the full show notes, visit https://www.nursesonfirepodcast.com/cfpHow to share a podcastHow to subscribe, rate and review a podca
This Future Nurse Traveled solo to 14 countries - Ep.47
Ashleigh served as a surface warfare officer in the US Navy for 6 years. After separating in August 2019, her plans of attending Yale School of Nursing’s CNM program abruptly changed. Out of the Navy and out of a job, Ashleigh used the unexpected gap year to travel throughout Africa and Europe - all thanks to the FIRE movement. Ashleigh will start Yale’s Graduate Entry Pre-specialty in Nursing program in Fall 2020.Please join me here, and follow me on social media, Instagram and FacebookJoin th
Conversations with a CFP, Vol. 14- Tips for Choosing the Right Financial Advisor
In this episode, we are addressing what to look for and expect when deciding to work with a financial planner. We cover:Fiduciary and what that means.Delegating vs Abdigating money management responsibilityKnow about the company/firm they work forGetting to know the individual you will be working with by asking questionsIf your goal is to achieve FIRE, make sure they understand FIRE and know how to help you reach your goalsGet the Mindful Millionaire BookWork with Leisa PetersonLearn more about
This Nurse is Creating Generational Wealth Through Insurance - Ep. 46
Nurses can use it to build generational wealth and leave their family money to survive after their gone. Acquania will explain who needs insurance, why and how much you need. Acquania is a US diplomat working for the US Department of state. Her passion for personal finance and investing began when she was in high school and her father gave her a copy of Rich Dad, Poor Dad by Robert T. Kiyosaki. At 16 years old, Acquania opened a Roth Individual Retirement Account and has been seeking financial i
Conversations with a CFP, Vol. 13- Navigating Difficult Times to Find Your Potential
In this episode, we are addressing how to effectively manage emotions during challenging times and how this can lead you to being able to explore life-enhancing possibilities. We cover:The stages of grief Using fear, anger and sadness for self-mastery Overprotecting vs. OverreactingProgressing in life completing the cycle of healingPodcast Episode: Turning Crisis into Potentiality from Mindful Millionaire with Leisa Peterson We want to hear from you! If you have money questions or if you want us
This Nurse is Managing Student Loan Payments In Times Of Uncertainty - Ep. 45
These are unprecedented times, especially for all of us that work in health care. There is so much that is out off our control. The one thing that we do have control over is how we manage our student loan debt. I’ve brought in a student loan expert with the tools to empower you to navigate the student loan system so that it is working for you and not holding you down. Brenton Harrison is a financial influencer and speaker who has spent over a decade teaching financial literacy and empowering peo
Conversations with a CFP, Vol. 12 - Mortage Crisis on the Horizon
In this episode, we are addressing the dismal reports that many people are expected to default on their mortgage in the next few months. We cover:What you can do if you can't pay your mortgageHow mortgage companies are respondingPossible balloon paymentIf property taxes and insurance payments includedWill it be reported to your creditRequest everything in writingArticle referenced: Homeowners' Savings Crisis Will Trigger Mortgage Time Bomb Next MonthWe want to hear from you! If you hav
This Nurse is Wishing You a Happy Nurses Week - Ep. 44
Happy Nurses Week 2020, you amazing nurses! Thank you for all that you do and are doing even more so now as the landscape of our careers has totally changed. To celebrate nurses week, I wanted to highlight an amazing organization that started in Staten Island by an awesome couple who’s sister works on a COVID unit in a university hospital. Hearing the fear and exhaustion she faced they wanted to do something special for her and other nurses. Out of that Go In Your Purse for a Nurse was created.
Conversations with a CFP, Vol 11. - The Paycheck Protection Program (PPP)
In this episode, we are discussing The Paycheck Protection Program (PPP) which is part of the Coronavirus Aid, Relief, and Economic Security (CARES) Act. Since recording, the first wave of funds has run out but there has been $175 billion more designated for the second round of funding. We cover:Who has access to these fundsForgivabilityHow to applyLimited amount of funds availableWe want to hear from you! If you have money questions or if you want us to assess your finances, please complete thi
This Nurse Helps Travel Nurses Leverage Their Income to Get Out of Debt- Ep. 43
Mynoucka LaFalaise is the creator and founder of The Vintage Traveling Nurse, a space created with everyone in mind. Her content covers an array of topics that includes her nursing journey; how she uses her nursing income to work towards alleviating her debt; self-care as it relates specifically to the nurse/healthcare provider.Please join me here, and follow me on social media, Instagram, and Facebook. Join the Nurses on Fire Community and get access to resources to guide you on the path to Fi
Conversations with a CFP, Vol 10. - Using Your Retirement Funds in a Crisis
In this episode, we are addressing accessing funds in your retirement account to get through a crisis. We cover:The ability to withdraw up to $100k penalty-freeHow to use wiselyLong-term consequencesAlternatives before accessingWe want to hear from you! If you have money questions or if you want us to assess your finances, please complete this form. Stay connected:Join the NOF Facebook groupTo read the full show notes, visit https://www.nursesonfirepodcast.com/cfpHow to share a podcastHow to sub
This Nurse is Reporting From the Front Lines - Ep. 42
2020 has been a year we will never forget as all our lives have drastically changed in hopes to curb the spread of this highly infectious virus. Nurses have been exceptionally impacted. Some of us are working directly on the front lines working with those affected. Some of us have experienced job loss or furlough due to clinic closures, cancellation of elective procedures and decreased hospital admissions. None of us expected this and many of us have never experienced anything like this in our l
Conversations with a CFP, Vol. 9 - Stimulus Checks, What To Expect
Send us a textIn this episode, we are addressing the Economic Impact payments or stimulus checks being sent out by the IRS. We cover:Who qualifiesHow to how much you should expect to receiveAvoiding FraudBest uses for this moneyWe want to hear from you! If you have money questions or if you want us to assess your finances, please complete this form. Stay connected:Join the NOF Facebook groupTo read the full show notes, visit https://www.nursesonfirepodcast.com/cfpHow to share a podcastHow to sub
This Nurse Can Speak Your Language- Ep. 41
LeShawnda Fitzgerald is the Creator and Founder of Fitzgerald media which houses her company Online Spanish Challenge an online learning program for busy adults. She has created online Spanish courses, books and workshops that help busy adults learn Spanish easier and faster than ever before. When she's not teaching Spanish, she is coaching passionate entrepreneurs on how to live their dream by monetizing their passions, skills, and expertise. She is a mom of 3, lover of travel, and supe
Conversations with a CFP, Vol. 8- What to Prioritize During a Crisis
In this episode, we are addressing what to prioritize during a financial crisis. We cover:Goal settingCutting expenses InvestingWe want to hear from you! If you have money questions or if you want us to assess your finances, please complete this form. Stay connected:Join the NOF Facebook groupTo read the full show notes, visit https://www.nursesonfirepodcast.com/cfpHow to share a podcastHow to subscribe, rate and review a podcastTo learn more about the giveaway, click hereSupport the show---Chec
This Nurse Wants to You to be Ready to Come Out Of This Crisis Ahead - Ep. 40
Nicole and Nadia made it from growing up in public housing to working on Wall Street. They credit their mother for having the insight to expose them to different experiences, all of which paved the path for them to achieve financial independence. They honor their mother by helping others with the knowledge they’ve gained and continue to seek. We are facing some challenging economic times, the Wealth Twins are here to help you weather the storm and emerge triumphantly.Please join me here, and fol
This Nurse is Preparing for a Recession this 2020 - Ep. 39
Send us a textAs a money mentor, spiritual teacher, author, and business coach, Leisa Peterson helps people elevate their financial consciousness. Over the past two decades, she has devoted her energy to personal and spiritual development, wealth building and creating a holistic life. She is the author of, The Mindful Millionaire, which helps people create profound and lasting change with money. She shares mistakes to avoid during a market downturn and exercises to help us cope. Please join me h
This Nurse Provides a Voice for Those Struggling to Use Their Own - Ep. 38
Aiyana is a Certified Nurse Midwife (CNM) and Women's Health Nurse Practitioner (WHNP). She provides facts, breaks myths, and gets down to the nitty-gritty of all things vagina. She shares her story, the stories of others, and offers invaluable information from various people. Even more so, she aims to aid in providing a voice to those struggling to use their own. In a time where we as providers don’t have enough masks to protect ourselves and treatment and screenings are being rationed, i
This Nurse Educator is Financially Independent Through Real Estate - Ep. 37
Dr. Margarita David is a wife and mom of 3 who was born in the Dominican Republic and immigrated to the United States at the age of 6. As a bilingual Clinical Professor, her driving force is helping aspiring nurses, nursing students, and novice nurses thrive. She understands the importance of knowing the pathophysiology of disease processes and pharmacology when caring for patients. As a result, her teaching style has received rave reviews from hundreds of students as she makes hard to understan
This Nurse is Along the Camel Ride- Ep. 36
Katie started her journey pursuing financial independence at age 14 when she began investing her babysitting money. After spending her twenties pursuing a career in the arts in New York City, her career changed into the much more rewarding and lucrative and field of nursing. Not to leave her creative passions aside, Katie blogs about her financial independence journey on her blog, Along The Camel Ride. Please join me here, and follow me on social media, Instagram and Facebook. Join the Nurses on
This Nurse Was Burnt Out- Ep. 35
Emma Geiser paid off $46,000 in student loan debt and along the journey became passionate about personal finance. She now helps fellow nurses with money management under the moniker Nurse FERN which stands for Financially Enlightened Nurse.Please join me here, and follow me on social media, Instagram and Facebook. Join the Financially Intentional community and get access to resources to guide you on the path to Financial Freedom.Oh and please subscribe and leave a review on whatever app you&apo
Conversations with a CFP, Vol. 7- Using Retirement Funds for Kid's College
In this episode, we discuss if using your retirement funds is a good idea for paying for your children's education. We cover:If taking money from retirement to fund education is a good idea. College choicePersonal responsibility for educational fundingTuition reimbursement Lifestyle InflationWe want to hear from you! If you have money questions or if you want us to assess your finances, please complete this form. If you want to join in on our conversations LIVE, we record Mondays 10 am PST
This Nurse Created Her Own Opportunities- Ep.34
Dr. Jessica Chung opened her own private practice, J.C. Healthcare & Associates in Tampa, FL. Now she trains others to explore their endless potential and trains advanced practice nurses to open med spas, specialty clinics, and concierge services. If you are interested in providing services like IV Hydration, alternative medicine, and DOT physicals, Dr. Chung is your girl. Join her April 4th in Tampa, Florida for her Private Practice 101 Training. Please join me here, and follow me on social
Conversations with a CFP, Vol. 6- How to successfully launch as a New Grad
In this episode, we are answering a listener question who is confused about investing and paying off student loan debt after starting her first job. We cover:How much to put into savingsTuition ReimbursementInvesting to get the company match Making sure savings are in high yield accountsRetirement fund investment optionsWe want to hear from you! If you have money questions or if you want us to assess your finances, please complete this form. If you want to join in on our conversations LIVE, we r
This Nurse with an Unconventional Career is Pursuing FI - Ep. 33
Working in Infection Prevention and Control for 13 of the 15 years she’s been a nurse Miranda has been able to turn her specialization into multiple side hustles. Her path to FI has included house hacking in a camper with their two kids and two dogs for eight months while building their home. Financial independence isn’t too far away for Miranda and her supportive husband as they live off of less than they make and invest heavily with real estate investing as their next frontier. Please join me
Conversations with a CFP, Vol 5- Taking a travel assignment to tackle debt
In this episode, we are answering a listener question who wants to know should they take on a travel nursing job to pay down student loan debt. We cover:How to decide whether to rapidly pay down debt vs focusing on loan forgivenessWhat a zero-based budget isHow the debt snowball worksHow to approach debt repayment looking at this nurse's numbersChildcare cost while travelingWorking overtime as an optionTightening up cashflowThe importance of knowing your numbersPursuing local per diem jobsW
This Nurse Found Financial Independence Looking for a Beans and Rice recipe- Ep. 32
Send us a textWhat does financial freedom mean to you? Well to Desiree it means going to work knowing she has full freedom over her life, allowing her to speak up and advocate for patient safety. Desiree is a mother of 3 and an operating room RN. She hit her Financial independence number at the age of 47, and still works in the OR when it doesn’t interfere with time with family. At work, she preaches the gospel of financial independence and the importance of buying yourself out of wage slavery
Conversations with a CFP, Vol. 4- Should I buy a house?
In this episode, we are looking at the housing market and impending market correction. We cover:How much of your gross/net pay your mortgage should be. How having liquid savings to decreases your chances of defaulting Getting creative in your purchases by investing in house hacks vs multi-family residencesProposition 13 and the impact on tax reductionsBorrowing from retirement funds for down paymentsWhere to hold your short term savings while home shoppingPlans to increase housing inventoryDownp
This Nurse is Educating Our Children on Financial Independence - Ep.31
The struggle to teach your kids about money is over! The folks over at ChooseFI have formulated a K-12 personal finance curriculum dedicated to preventing money mistakes at its source. The best part- it’s totally FREE and promises to graduate generations of financially literate young adults.Please join me here, and follow me on social media, Instagram and Facebook. Join the Financially Intentional community and get access to resources to guide you on the path to Financial Freedom.Oh and please s
Conversations with a CFP, Vol. 3- Start the New Year off Right
Send us a textNew Year, New You?! Every new year is a chance to access your finances. In this episode, we discuss three financial tips to kick off your 2020. 1. See if student loans qualify for forgiveness programs2. Research your available retirement savings programs. Make sure you're at least investing to get a match.3. Plan for taxes. Understand your withholding so that you aren't over/underpaying on your taxesWe want to hear from you! If you have money questions or if you want us t
This Nurse Knows That Your Mindset Creates Your Health - Ep.30
Victoria Albina, NP, MPH is a Certified Life Coach, Breathwork Meditation Facilitator & Holistic Nurse Practitioner on a mission to help women live with confidence and radical, unapologetic self-love. She shares that we all have what it takes within us to create the life that you want, starting right where you are. Please join me here, and follow me on social media, Instagram and Facebook. Join the Financially Intentional community and get access to resources to guide you on the path to Fina
Conversations with a CFP, Vol. 2- Working Overtime = More Taxes?
A common theme I hear at work is "I'm not working overtime to pay Uncle Sam." In this conversation, we discuss how the US tax system is structured, how to maximize pretax accounts, how to work with a tax professional to optimize your withholding to maximize your take-home pay and what to do if you're facing IRS debt. We want to hear from you! If you have money questions or if you want us to assess your finances, please complete this form. If you want to join in on our convers
This Nurse Reveals The Truth About 403Bs - Ep. 29
Send us a textI have always been under the misconception that the 403b and the 401k were created equal until I met Nancy. Nancy Bachety is a public school teacher based in the northeast. After discovering her 403b plan considerably underperformed the market, she went on a mission to get answers. What she discovered was unexpected and unacceptable. Teachers, healthcare workers, clergy and non-profit employees alike are stuck with costly inferior options throughout their 403bs. Nancy is on a missi
Conversations with a CFP, Vol. 1- Please Let Us Introduce Ourselves
The Nurses on Fire Podcast will now have Monday episodes with you in mind. Joined by Certified Financial Planner and CEO of Keep It Simple Financial Planning, Jason Hamilton we break down all things nurses and finances. In this episode, we are sharing our backgrounds and touching on some money issues commonly faced by nurses.We want to hear from you! If you have money questions or if you want us to assess your finances, please complete this form. If you want to join in on our conversations LIVE,
This Nurse Is Halfway thru his $400k Debt Free Journey- Ep. 28
Jarrett Jones, a CRNA based outta Houston, Tx originally from South Central Los Angeles. After pursuing multiple medical degrees collectively, he and his wife found themselves in over $400,000 of student loan debt. After discovering Dave Ramey in 2016, they have been on a journey towards debt freedom. Please join me here, and follow me on social media, Instagram and Facebook. Join the Financially Intentional community and get access to resources to guide you on the path to Financial Freedom.Oh a
This Nurse Demystifies Disability Insurance- Ep. 27
Nicholas Mancuso from PolicyGenius joins us to discuss disability insurance and why it’s a must especially for those on the path to financial independence. Nicholas breaks down policy types and what you should look for in your coverage through your employer. Bottom line: we can’t afford to not have it. Check out Policygenius for quotes and more information about disability insurance. Get Disability Insurance in place TODAYPlease join me here, and follow me on social media, Instagram and Facebook
This Nurse Talks Life Insurance- Ep. 26
This episode is to encourage you to include getting a life insurance policy or updating an existing policy to your resolutions list. Life insurance is a tax-free lump sum payment that goes to your loved ones in the event of your death. Think of it as a financial safety net for your family if you’re no longer around to bring home a paycheck.Please join me here, and follow me on social media, Instagram and Facebook. Join the Financially Intentional community and get access to resources to guide yo
This Nurse Wraps Up a Decade- Ep. 25
As we close out 2019 I do some reflection on the past decade and project what's to come in the next decade. Most importantly, I appreciate all my listeners and hope that you will continue to share the podcast. Thanks for joining me here, follow me on social media, Instagram and Facebook. Join the Financially Intentional community and get access to resources to guide you on the path to Financial Freedom.Oh and please subscribe and leave a review on whatever app you're using to stream th
This Nurse is a Six-Figure CRNA- Ep. 24
Crystal graduated with her Bachelors of Science in Nursing from North Carolina A&T State University in Greensboro, NC. She began her nursing career in the Medical-Surgical Intensive Care Unit at Rex Hospital in Raleigh, NC. Over the next eight years, Crystal worked as a registered nurse before deciding to go back and obtain her Masters of Science in Nurse Anesthesia. In 2010, Crystal graduated with her MSN from Rutgers University in Newark, NJ. She began her CRNA career in Western Massachuse
This Nurse is Extravagantly Broke- Ep. 23
DeShena grew up with a scarcity mindset. Her downward spiral into debt began after receiving her first credit card in college. She graduated with her nursing degree not having learned good money management skills. She did things the way everyone else did, buy the nice home and fancy car. She found herself living paycheck to paycheck until she finally had a mindset shift. She began to focus more on living a comfortable life instead of an extravagant one. She was able to gain control over my debt
This Nurse Can Do it All- Ep. 22
Kiiyonna Jones is a Registered Nurse of 11 years. Kiiyonna received her Bachelors of Science in Health Promotion Disease Prevention (2006) from the University of Southern California, graduated from University of California, Los Angeles with a Masters of Science in Nursing (2008) in the first class of the Masters Entry Clinical Nurse (MECN) program at the university and Kiiyonna has recently completed the PhD program at the University of San Diego and will graduate in May of 2019. Kiiyonna has b
This Nurse is Striving to Make Work Optional- Ep.21
Erin is a married mother of two working as a Labor and Delivery nurse for the last 12 years. Erin and her husband Brandon have experienced foreclosure, marital strife and now financial success. Personal finance is Erin's hobby and passion. Erin and Brandon plan to make smart investments today to have better options tomorrow. Please join me here, and follow me on social media, Instagram and Facebook. Join the Financially Intentional community and get access to resources to guide you on the p
This Nurse Can Be a US Diplomat- Ep. 20
Acquania Escarne is a financial coach, freelance writer, and life insurance agent committed to helping people find financial freedom and build generational wealth. As a financial coach, she equips her clients with "outside the box" finance tips people can incorporate in their daily lives in order to meet and exceed their financial and personal goals. Her coaching is individually tailored to address all financial situations. Also, through her website, The Purpose of Money, she shows wom
This Nurse is Cross Continental- Ep. 19
Luna became a nurse after her first child. She was in low paying, soul-crushing jobs with no benefits and could not provide for her child. On the brink of losing their house at one point, they utilized Dave Ramsey’s methods like the debt snowball to take control of their finances. Now with their financial house in order, Luna is able to raise her family in East Africa, while working as a NICU Nurse in the SF Bay Area.Please join me here, and follow me on social media, Instagram and Facebook. Joi
This Nurse is Aspiring to Pursue a RichJourney- Ep. 18
From 2011 to 2019 Amon and Christine were on the path to create enough passive income to cover their expenses, now known as FIRE after Amon was at an awards ceremony where he received the same congratulatory certificate after working ten years and the person working 40 years. He decided he wasn’t about that life and Christina was 100% on board. On August 7th of 2019, Amon and Christina announced that they are retired early at 39.Please join me here, and follow me on social media, Instagram and F
This Nurse is “CoastFI”- Ep.17
Send us a textVicki is a wife and mom of two boys. Flying back to the Bay Area for work approximately every 2 months Vicki was able to live out her dreams of exploring the world with her family. Vicki is “CoastFi,” meaning they’ve reached a point where they have saved up enough that, as long as they don't touch their nest egg, it will grow enough to provide them with enough income to retire at a normal age. If they didn't save another dollar, they would still be able to retire just bas
This Nurse is Tackling a Major Barrier for Early Retirement- Ep. 16
As traditional work has now become optional for Lynn, One of the biggest barriers for her family of four was figuring out health care options in early retirement. Over three years and over 100 different sources, she created a database of all the options she could find, taking notes on each one. She is hoping to crowdsource this information on a site called https://www.fihealthcare.com/ as This information is most powerful and useful if we all come together to keep the information up-to-date and
This Nurse Retired at 66 With the Help of Her Daughter-Ep 15
We all experience setbacks in life but this nurse has a secret weapon up her sleeve. With the help of her daughter Courtney, this nurse was able to rise to recover from these major financial setbacks but was able to position herself for retirement over the course of eleven years. Courtney helped her mother recover and live her best life in retirement, house paid off in all. So who is this Courtney? Courtney Richardson is the founder of The Ivy Investor, the resource for women seeking to navigate
This Future Nurse is Living Debt Free- Ep. 14
Danielle is a full-time nursing student, wife, and mother to two young girls. Her passion for debt-free living began in 2015, she and her husband have since paid off $73,000 in debt and have a goal to cash flow her way through nursing school.Want to learn more about the membership community? Click herePlease join me here, and follow me on social media, Instagram and Facebook. Join the Financially Intentional community and get access to resources to guide you on the path to Financial Freedom.Oh a
This Nurse is Leaving Legacies Like the Rockefeller’s- Ep. 13
Did you know you can use your retirement dollars to invest in private/alternative assets? You can use your retirement funds to open a Self-Directed IRA (SDIRA) account with Rocket Dollar to invest in real estate, funds, startups, etc. On this episode, I have the pleasure of chatting with Dan, the Executive Vice President of RocketDollar. Rocket Dollar makes it quick and easy to signup online, backed by the simple and transparent price of $15 per month (regardless of the amount of assets or numbe
This Nurse is Hella Boring- Ep. 12
The way to fast track wealth building is through investing. Oftentimes investing only comes in the conversation when people are asking about something they heard on the news; cannabis, cryptocurrency or NIKE when the market crashes. The truth average millionaire has a pretty basic investment approach. This has been the investment route I have taken. Learn how I invest, it's hella boring ya'll.Links mentioned:Back Door Roth ResourceAffiliates: Blooom Student Loan PlannerStay connected:
This Nurse is Living Her Best Life (Kinda)- Ep. 11
Find out what I’ve been up to since paying off my debt. I share some money struggles that maybe you can relate to and can possibly learn from.Please join me here, and follow me on social media, Instagram and Facebook. Join the Financially Intentional community and get access to resources to guide you on the path to Financial Freedom.Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. Affiliates: Blooom Student Loan PlannerStay connected: Join the
This Nurse Helps Others Build Emotional Resiliency Ep. 10
Kelly is an RN turned passionate entrepreneur. She has been a pediatric registered nurse for 25 years helping kids and families move through the journey of childhood cancer. As a pediatric oncology RN for 16 yrs, Kelly has been a clinician, educator, and leader in many different roles. She now helps others raise their resiliency and bounce back from any obstaclePlease join me here, and follow me on social media, Instagram and Facebook. Join the Financially Intentional community and get access t
This Nurse is Big Ballin Courtesy of Manifestation and CryptoCurrency-Ep. 9
Jaci Marie is a retired nurse and founder of JaciFIT, LLC. She is also choice coach council of “She Wins Society” global network and she co-leads “Manifesting Mamas” an online community of 40k women. As if that wasn’t enough, she is also the co-founder and co-owner of Crypto Blockchain Plug, a cryptocurrency OTC lounge. Jaci is obsessed with helping women to master the inner game and release the limiting beliefs that keep holding them back.Please join me here, and follow me on social media, Inst
This Nurse is Building Wealth to Buy Time to Live His Life’s Purpose- Ep. 8
Send us a textDaniel graduated from nursing school in 2010 in the middle of the recession. It took him over a year to find a job, and he decided the way new grads find and apply for jobs was broken. So he built the website NewGradNurseHelp.com as a side business. He now works for the tech startup Trusted Health which is completely changing the game for travel nurses. Daniel shares life and financial hacks and how playing poker professionally changed the way he looks at money. Please join me her
This Nurse is A Human Potential Optimizer- Ep. 7
Oftentimes we as nurses think that the only way to advance in our careers is by obtaining advanced degrees. Amelia is challenging that narrative and asking you to just do a google search on how to maximize your expertise. Paying off student loans made Amelia realize that she has the power to control her circumstances. On a quest to figure out a way to earn an extra $1,000 from home, she used the special gift she believes we ALL were designed with, to not only pay off her debt but to help other
This Nurse Touting Miserly Behavior is Well on the Path to Financial Independence- Ep. 6
Send us a textThrough a little peer pressure and gentle coaxing, Tara has been able to get her coworkers to invest early in their careers setting them up to have a nice nest egg. From an early age, Tara has been taught about frugality and it has served her well. If only her hospital retirement advisor hadn't told her that retirement at the age of 45 "wasn't a thing" she would have invested 50% of her income from the time she started working in her 20s instead of the 15% and b
This Nurse Makes Multiple Six Figures and Encourages Financial Stewardship- Ep. 5
Nakeetsha Dryer is a psychiatric nurse practitioner. Nursing has given her the opportunity and flexibility to change her family tree. It has opened the world of entrepreneurship to her and allowed her to pay off $140k in debt, $ 62k and counting since Jan 2019. She has always been able to negotiate unique work schedules and opportunities which allowed her the flexibility to be with and take care of her family. Later on, she was able to open a clinic, and also hold a contract working from home do
This Nurse Started a Million Dollar Test Prep Business-Ep. 4
Ever wonder if you could turn your passion into a lucrative business? That's exactly what Latrina Walden of Walden Exam Solutions did. Passionate about teaching, Latrina was able to fill a much need void in the test preparation space. By arming nurse practitioners with the tools to pass their certification exams, Latrina has been able to generate seven figures in her first year of business. Please join me here, and follow me on social media, Instagram and Facebook. Join the Financially Inte
This Nurse Made a 5 Figure Mistake- Ep. 3
In this episode, I'm joined by Travis Hornsby of Student Loan Planner. We break down my $180,000 student loan debt repayment and what I could have done differently. Not only could I have reduced my monthly payments by nearly half the amount, but I could have also saved a major chunk of change. I discover the unique advantages I had due to interesting marital laws in the State of California and Public Service Loan Forgiveness (PSLF). If you are struggling with student loan debt, you MUST lis
This Nurse Retired at 40- Ep. 2
Lynn Frair is a Nurse turned Money Coach who began investing at the age of 12. Despite her diligence in saving early on, she was diagnosed with a brain tumor which was difficult but changed her life. It wiped out all their savings and they had to rebuild from a net worth of zero in 2009. Hanging on to her investments in 2008/9 when everyone else was bailing, she was able to accumulate enough money in her investments to comfortably retire at the age of 40. Please join me here, and follow me on so
We're on FIRE- Trailer
Send us a textHeyyyyy!!! My name is Naseema McElroy and I am a Labor and Delivery Nurse on the path to financial freedom. After being tired of making too much money to be broke I set out on a path to turn my finances around and went on to pay off nearly a million dollars in debt in under three years. I started Financially Intentional in 2016 to track my progress in paying off my massive debt. It has now grown into a platform where I help people like you change your relationship with money and ma
This Nurse Paid off $1 Million in Debt- Ep. 1
How the heck does someone get in so much debt?I'll tell you how I acquired the debt and what I did to get out of it. I also share the freedoms I now enjoy because I set out on my path to financial independence. Please join me here, and follow me on social media, Instagram and Facebook. Join the Financially Intentional community and get access to resources to guide you on the path to Financial Freedom.Oh and please subscribe and leave a review on whatever app you're using to stream this