Martinis and Your Money Podcast Shannon McLay

This month's topic is Risk Management. Risk management is an area of financial planning that no one wants to talk about or think about, but it's a necessary component. If you're not prepared for what could be the worst-case scenario, then you'll not only experience a personal shock like an accident or death, but you'll also experience a series of unfortunate financial surprises. You may be surprised about today's guest as the show doesn't align with typical risk management subjects like insurance.
I'm talking about having a healthy relationship with money with Kara Stevens, founder of Frugal Feminista. Kara joins me to talk about her book, "Heal Your Relationship with Money," her personal journey, and all of the financial benefits she has received from developing a better relationship with money. As much as any financial product can impact your finances, I think nothing can impact it more than your mindset. I highly encourage you to invest time in this episode and book if you don't have a healthy relationship with money.  
For more information, visit the show notes: https://www.martinisandyourmoney.com/show-notes/episode535

This final season of my show is going so fast, and I only have a little over five months left to share with you the remaining topics and guests before we say our final goodbye in October. You know that I have had a theme for months, but every now and then, I take a break from the theme to bring a voice or concept to you that I think is thought-provoking or important.   

Joining me today is James Robert Lay, founder of the Digital Growth Institute and author of the book Banking on Change. I have had multiple conversations with James Robert over the past few years and think he has a truly brilliant view of where financial institutions need to go and how many of us, as leaders and teammates, should be viewing change and how that impacts the future of our companies. This episode is a conversation I don't think you should miss, no matter what industry you work in. 
For more information, visit the show notes at  https://www.martinisandyourmoney.com/show-notes/episode532-james-robert-lay 
 

This final season of my show is going so fast and I only have a little over five months left to share with you the remaining topics and guests before we say our final goodbye in October. I have a number of shows this month focused on travel in anticipation for summer. I’ve been a financial planner now for over 14 years and in all those years I think every single one of my clients was always planning for some trip during the summer months and this summer is no different. Whether the trips are for weddings, family reunions, kids’ baseball games, concert events or just because, travel is something we are always planning with our clients.  

Joining me today are my longtime clients Todd and Chelsea. They’ve been on the show before and they join me this month to talk about how travel literally changed not only how they view life but how they now live their lives as digital nomads, and soon Baby Parker will be joining her parents for the digital nomadic lifestyle. I am always so inspired by Todd and Chelsea’s adventurous spirits and I hope you are too.  

For more information, visit the show notes at https://www.martinisandyourmoney.com/show-notes/episode531-todd-and-chelsea.
 

This final season of my show is going fast and I only have six full months left to share with you the final topics and guests before we say our final goodbye. I initially intended May to be focused on travel in anticipation for summer. I have been a financial planner now for over 14 years and in all of those years, I think every single one of my clients was always planning for some trip during the summer months and this summer is no different. Whether the trips are for weddings, family reunions, kid’s baseball games, concert events or just because, travel is always something we’re planning with our clients.  
 
Joining me today is Jillian Johnsrud, Progress Coach and founder of the site Retire Often. Full disclosure, we were going to talk about travel more but you’ll see that our conversation took a turn into a subject matter that I think is travel-adjacent and that’s mini-retirements and sabbaticals. I think this is actually the perfect kickoff episode to the month as nothing else could get you motivated to book travel than knowing you don’t have to work for the next month. Curious about why you should plan your mini-retirement, stay tuned.
For more information, visit the shownotes:
https://www.martinisandyourmoney.com/show-notes/episode530-retire-often