Money Your Way

Jessica
  • 5.0 (21)
  • ENTREPRENEURSHIP
  • UPDATED WEEKLY

This podcast is all about having open and real conversations about personal finance, money habits, growing wealth, and the mindset behind it all. Money isn't a one-size fits all so this podcast will explore different approaches and perspectives through interviews.

  1. 09/28/2023

    50: A Money Story and More w/ Lindsey

    I've always wanted this podcast to feel like girlfriends chatting at a coffee shop, and this episode gives off just that vibe. Lindsey is a clinical social worker turned financial therapist. We talk about all the things from her own money story to how finances impacts other areas of life, to how social media is impacting people's stress about money.  She even ended the episode with a killer tip on handling medical debt that can very well save you thousands. Connect with Lindsey: IG: https://www.instagram.com/copingwithlindsey/ Book: I Got 99 Coping Skills and Being a B*tch Ain't One Mentioned in episode: The Financial Feminist How to Be Rich Netflix Show Connect with me: https://www.instagram.com/its_coach_jess/ The content in this podcast is for entertainment purposes only.  Consult with a financial professional for questions about your personal situation.

    35 min

  2. 09/11/2023

    49: Why Knowing Your Values Matters w/ Lisa

    Lisa Sakai, cofounder of One Vision Retirement, shares her take on various money mindsets women have that's holding them back. We also dive into how identifying your values helps with decision making - this ultimately gets you closer to your money goals.  Connect with Lisa: Website: https://www.onevisionretire.com/resources LinkedIn Profile: Lisa Sakai YouTube Channel: One Vision Retirement Connect with me: https://www.instagram.com/its_coach_jess/ The content in this podcast is for entertainment purposes only.  Consult with a financial professional for questions about your personal situation.

    33 min

  3. 09/04/2023

    48: On Track to Retiring by 40 w/ Walli

    Walli Miller, a latina millennial, spent her 20s living paycheck to paycheck, but then in her 30s she figured out how to gain control of finances and start investing. And now she's on track to retiring at 40 and helps other millennials as a coach to do the same. In this episode she shares tons of tips that helped her in her journey including a Forbe's article that become a turning point. She started small with putting away money for savings which also helped her better reflect on and adjust her spending tendencies to reflect her values.  Connect with Walli: Instagram: instagram.com/financially_thriving/ Mentioned in episode: Request your social security earnings information here Forbes article 3 Couples Dish: 'We're Retiring by 40... And Here's How' Connect with me: https://www.instagram.com/its_coach_jess/ The content in this podcast is for entertainment purposes only.  Consult with a financial professional for questions about your personal situation.

    34 min

  4. 08/29/2023

    47: Mortgage Before Marriage w/ Alex

    Alex Edwards, author of mortgage before marriage and self made real estate mogul discusses money and relationships in this episode. He bought his first investment home at age 20 and then left corporate America at 23 years old. Then he shares how the rental income from investment homes paid for his wedding. Tune in to hear more about his take on mortgage before marriage and how he simplifies having financial conversations with a partner.  Connect with Alex: Book (Discount code MB4M7): https://mortgageb4marriage.com/ IG: https://www.instagram.com/alexeedwards/ Airbnb: The Cottage 1925 Connect with me: https://www.instagram.com/its_coach_jess/ The content in this podcast is for entertainment purposes only.  Consult with a financial professional for questions about your personal situation.

    29 min

  5. 08/21/2023

    46: Understanding Your Money Mindset w/ Bob

    Want to bring awareness to your money mindset? Start with the question of how would you split the bill when you go out to eat with a large group? Bob Wheeler, a CPA with 30 years experience in tax practice, breaks down money and emotions in this episode. We talk about the unconscious mind and deep dive into navigating finances with a partner.  Connect with Bob: Website: https://themoneynerve.com Free Money Quiz: http://testyournerve.com/ Connect with me: https://www.instagram.com/its_coach_jess/ The content in this podcast is for entertainment purposes only.  Consult with a financial professional for questions about your personal situation.

    27 min

  6. 08/15/2023

    45: More Wealth, Less Taxes w/ Lance

    Lance Belline, CFP® and author, shares that his purpose in life is to give people financial peace of mind and clarity on how to accomplish their goals. He is passionate about helping people keep more of the money they make by implementing strategies to reduce the income taxes they pay over their lifetime. How great does that sound? In this episode he introduces the 3 categories in which we accumulate wealth, each with their own tax consequences. Connect with Lance: Website: lancebelline.net Company: Lighthouse Financial Book: More Wealth, Less Taxes Connect with me: https://www.instagram.com/its_coach_jess/ The content in this podcast is for entertainment purposes only.  Consult with a financial professional for questions about your personal situation.  Disclaimer: Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Lighthouse Financial, Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstance. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this podcast is not investment or securities advice and does not constitute an offer. Lighthouse Financial is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. PPG- 5887372.1 (8/23)(Exp. 8/25)

    26 min

  7. 08/07/2023

    44: A Personal Finance Journey w/ Hannah

    Today's guest is Hannah Haas, a multi passionate entrepreneur, who shares with us some of her biggest milestones and lessons from her own personal finance journey. From  taking ownership and telling her husband about $30k of debt to building side businesses, travel hacking, and reframing her money mindset, this is a fun and casual episode you'll be sure to enjoy.  Connect with Hannah: Instagram: https://www.instagram.com/hollerathannah/ Connect with me: https://www.instagram.com/its_coach_jess/ The content in this podcast is for entertainment purposes only.  Consult with a financial professional for questions about your personal situation.

    34 min

  8. 07/31/2023

    43: Ditch the Stock Market for Alternative Investments w/ Chris

    Have you ever heard someone say they think you shouldn't put money in your 401K, that instead they have better investment options for your money? Meet today's guest, Chris Odegard who is the author of "Get off Your A$$ and Manage Your Money: Why You Need Alternative Investments" and talks about challenging conventional investing wisdom. In his mid-40s he lost over 50% of his net worth, and made up the losses in only 9 years with his focus on alternative investments.  Chris: Website: theprolificinvestor.net Book a free 30min video conference w/ Chris here Mentioned in the show: Leftfieldinvestors.com Connect with me: https://www.instagram.com/its_coach_jess/ The content in this podcast is for entertainment purposes only.  Consult with a financial professional for questions about your personal situation.

    28 min
See All (50)

5
out of 5
21 Ratings

About

This podcast is all about having open and real conversations about personal finance, money habits, growing wealth, and the mindset behind it all. Money isn't a one-size fits all so this podcast will explore different approaches and perspectives through interviews.

Information

  • Creator
    Jessica
  • Years Active
    2021 - 2023
  • Episodes
    50
  • Rating
    Explicit
  • Copyright
    © 2023 Money Your Way
  • Show Website
    Money Your Way