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.

  1. Careers In Flux And The Five Day Reboot That Actually Works - Episode 147

    1 NGÀY TRƯỚC

    Careers In Flux And The Five Day Reboot That Actually Works - Episode 147

    Send us a text In today's episode I talk with Mike Dwyer about simple steps to find work and grow your career right now. We share an easy plan you can do in five hours or five days or five weeks to build momentum and take more shots on goal. We show how to make a small personal board of three or four people who will give you honest feedback and help you try new things. We also talk about durable skills like telling a clear story and using basic tools, plus ways to explore paid paths like Salesforce training and platforms such as LinkedIn and Upwork. About our guest: After a long career in private and public sectors, consulting stints with Ernst & Young and Deloitte Consulting and a Master's Degree in Management from Salve Regina university, Michael Dwyer and a select group of advisors developed Emplana, the career pathway. Emplana Career, based at Cambridge Innovation Center, 50 Milk Street, Boston, primarily helps seniors discover their next chapter and white-collar professionals, especially in tech, financial services and accounting, law, risk, professional services. Emplana Career Support the show --- Please join me here, and follow me on social media, Instagram, and Facebook. Need help getting started on your path to financial freedom? Start Here Join the Financially Intentional Community Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. Get my book Smart Money

    46 phút
  2. Heal Your Money Story and Lead Your Family to Freedom - Episode 146

    9 THG 10

    Heal Your Money Story and Lead Your Family to Freedom - Episode 146

    Send us a text In today's episode, I sit down with Gino Barbaro, an investor and certified money coach, to talk about money, family, and simple steps to take control of your future. We dig into money stories from childhood, how they shape our habits, and how to heal them so we can find peace with our spouse and teach our kids with confidence. We break down how banks make money and what it means to become the boss of your money with values based choices, cash flow, and real estate you can understand. By the end, you’ll have small, clear moves you can start today to build wealth and feel good about money at home. About our guest: Gino Barbaro is an investor, Certified Money Coach®, entrepreneur & podcast host. As an entrepreneur, he has grown his real estate portfolio to over 1,800 multifamily units & $450,000,000 in Assets under management. His mission, through Barbaro 360, is to empower families to build lasting legacies by focusing on restoring traditional values in family life, finance, and helping families create a healthier relationship with money. Gino is the best-selling author of Happy Money Happy Family Happy Legacy. He resides with his beautiful wife Julia and their six children in St. Augustine, Florida. Barbaro 360 Happy Money Happy Family Happy Legacy: How to Use Money as a Tool to Create Happiness in Your Family’s Life Support the show --- Please join me here, and follow me on social media, Instagram, and Facebook. Need help getting started on your path to financial freedom? Start Here Join the Financially Intentional Community Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. Get my book Smart Money

    45 phút
  3. The Financial Dad Shares Simple Steps That Actually Work - Episode 145

    2 THG 10

    The Financial Dad Shares Simple Steps That Actually Work - Episode 145

    Send us a text In today's episode, I talk with Tim Smith, a Certified Financial Planner, about how to make money simple for families. We share easy ways to teach kids about saving, spending, and giving. We also talk about the real cost of college and how to plan before loans pile up. Tim explains why small habits like using cash envelopes, checking your bank app, and setting clear goals can help you feel calm and in control. We cover how to start money talks at home, even if you feel nervous, and how to make a plan you can actually follow. About our guest: Timothy L. Smith, CFP® is the Founder and CEO of Aurora Private Wealth, Inc., a financial services firm specializing in wealth management for high-net-worth clients. He co-hosts The Financial Dad podcast with his daughters, focusing on financial literacy for entrepreneurs, creatives, and families. Timothy is an advocate on investment advisor fraud and is finalizing a book offering guidance on protecting investments. He has experience in public speaking and theater, including performing for three U.S. presidents. The Financial Dad The Financial Dad @ Youtube The Financial Dad @ Facebook The Financial Dad @ Instagram Support the show --- Please join me here, and follow me on social media, Instagram, and Facebook. Need help getting started on your path to financial freedom? Start Here Join the Financially Intentional Community Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. Get my book Smart Money

    40 phút
  4. The Parent Playbook to Reduce College Costs - Episode 144

    25 THG 9

    The Parent Playbook to Reduce College Costs - Episode 144

    Send us a text In today's episode, I sit down with Paul Compeau, a friendly CFP who helps families pay less for college. We talk about simple steps you can take right now, like filling out FAFSA the right way, building a smart college list, and knowing the real price before you say yes. Paul shares easy tips to find money you don’t have to pay back, how to ask schools for a better offer, and what to do if you didn’t save enough. We also cover common mistakes to avoid so you don’t hurt your retirement. About our guest: Paul Compeau is passionate about helping families figure out how to pay for college and help students develop and continue down the right path for them. He helps parents and students confidently navigate college costs while building long-term wealth. Known for his practical, values-based approach, Paul combines deep planning expertise with relatable, real-world college advice—delivered virtually across the country. Paul is a Certified Financial PlannerTM and founder of BridgeWise College Planning, serving families since 2008. Join "How to Plan for College Without Losing Your Financial Future" here, September 30 @ 8pm ET / 5pm PT: https://www.crowdcast.io/c/how-to-plan-for-college BridgeWise Financial Partner https://www.bridgewisefinancialpartners.com/ The Dom Sub Living BDSM and Kink PodcastCurious about Dominance & submission? Real stories, real fun, really kinky.Listen on: Apple Podcasts   Spotify The Dom Sub Living BDSM and Kink PodcastCurious about Dominance & submission? Real stories, real fun, really kinky.Listen on: Apple Podcasts   Spotify Support the show --- Please join me here, and follow me on social media, Instagram, and Facebook. Need help getting started on your path to financial freedom? Start Here Join the Financially Intentional Community Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. Get my book Smart Money

    46 phút
  5. How to Sacrifice For Twelve Months and Change The Next Decade - Episode 143

    18 THG 9

    How to Sacrifice For Twelve Months and Change The Next Decade - Episode 143

    Send us a text In today's episode, I sit down with Jason Brown to talk about money, mistakes, and second chances. Jason shares how he once lost a lot of money in the stock market, then learned simple rules to trade smarter and win back his confidence. We talk about living below your means, making a short “sacrifice season,” and building habits that help your family for the long run. Jason explains options in plain language, why taking small profits adds up, and how to keep your cool when prices jump around. You’ll hear real stories about paying off a house, starting with little, and turning lessons into a plan anyone can follow. About our guest: Jason Brown is a stock market expert, power options trader, entrepreneur, and author who teaches the world how to confidently own their financial situations and feel empowered while doing so. Jason’s upcoming book, 5 Year Millionaire, is inspired by the pathway that led him to making his first million in just five years. Brown grew up in Detroit, Michigan and garnered motivation from his upbringing as a child who slept in a sleeping bag on the floor in his family’s home with bars on the windows, and who boldly navigated around drugs and gangs in his neighborhood, to acquire the lifestyle he always dreamed of. The term “power trading” has emerged from his journey in addition to the understanding that truly anyone can use the stock market to trade their way into their ideal lifestyle. Jason says, “it’s all about finding the right trades, applying the right option strategy, mixed with giving the stock enough time to do what you believe it’s going to do”. Today, Jason is completely debt free, has paid off his home, and is married with two children. The Brown Report and Power Trades University are two platforms he utilizes to help his clients retrain and rewire their thought processes for comebacks no matter the financial situation that they are currently in. In Jason’s upcoming book, he highlights the mathematical fact that the average person can become a millionaire within 5 years from the stock market. Jason has been featured on Smart Passive Income podcast, The Mind Your Business podcast, His and Her Money with Talaat and Tai, and the Passive 25k podcast. Learn More About Jason Brown Here Five-Year Millionaire: A Roadmap for Investing in the Stock Market, Wealth Accumulation, and Financial Independence by Jason Brown Support the show --- Please join me here, and follow me on social media, Instagram, and Facebook. Need help getting started on your path to financial freedom? Start Here Join the Financially Intentional Community Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. Get my book Smart Money

    59 phút
  6. Why Smart People Still Make Money Mistakes - Episode 142

    11 THG 9

    Why Smart People Still Make Money Mistakes - Episode 142

    Send us a text In today's episode I sit down with John Dinsmore, a marketing professor and author of The Marketing of Debt, to talk about why money choices can be so tricky. We share how even people who study finance still make mistakes, and how companies use smart tricks to get us to spend more than we should. We break down how credit cards, loans, and status symbols are sold to us, and what steps we can take to fight back and make better money moves. About our guest: John Dinsmore is a Professor of Marketing at Wright State University and the author of The Marketing of Debt: How They Get You. His research focuses on financial decision-making, payment methods, and mobile applications, and has been published in top journals including Psychology & Marketing and the Journal of Business Research. He is a frequent contributor to outlets such as Forbes, CIO, CBS Marketwatch, and U.S. News & World Report, and has spoken at major conferences like the American Marketing Association and the Association for Consumer Research. At Wright State, Dinsmore teaches courses in digital marketing, strategy, and creativity, earning multiple teaching awards. His business cases, published through Harvard, are taught in MBA programs worldwide, and he has provided executive training to organizations including the U.S. Air Force and Speedway Corporation. With 14 years of industry experience before academia, he brings a practical and research-driven lens to understanding how people make money decisions. He lives in Dayton, Ohio with his wife, two sons, and their bulldog, Creed. John Dinsmore's Website John's new book, The Marketing of Debt: How They Get You Support the show --- Please join me here, and follow me on social media, Instagram, and Facebook. Need help getting started on your path to financial freedom? Start Here Join the Financially Intentional Community Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. Get my book Smart Money

    38 phút
  7. How To Build a Family Care Plan That Preserves Your Peace And Your Savings - Episode 141

    4 THG 9

    How To Build a Family Care Plan That Preserves Your Peace And Your Savings - Episode 141

    Send us a text In today's episode, I sit down with Abbe F. Large to talk about caring for aging parents while raising our own kids. We keep it real and simple. We cover the three phases of money and the three buckets to save and spend from. We talk about long term care, life and disability insurance, and how to build steady income in retirement. You will learn when a reverse mortgage or HELOC might help, and when it won’t. We share easy scripts to start money talks with your parents, plus steps for a care plan, powers of attorney, wills, and trusts. My goal is to help you protect your paycheck, your peace, and the people you love. About our guest: Abbe F. Large, CLU®, CLTC, is a Managing Director at Lenox Advisors with three decades of experience dedicating herself  to her clients' best interests. Abbe's personal experience with her father's pancreatic cancer journey ingrained how important the products and services she provides to her clients truly work. Specializing in financial, estate, and retirement services, she also assists corporate clients with strategic employee benefits. She was named on Forbes Top Financial Security Professionals in both 2023 and 2022. A devoted family woman and active community member, she enjoys paddleboarding, skiing, and maintaining a healthy lifestyle. Email Abbe Here: alarge@lenoxadvisors.com More About Abbe F. Large Abbe F. Large in Linkedin Support the show --- Please join me here, and follow me on social media, Instagram, and Facebook. Need help getting started on your path to financial freedom? Start Here Join the Financially Intentional Community Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. Get my book Smart Money

    54 phút
  8. Why Bankruptcy Might Be the Smartest Choice You Can Make - Episode 140

    28 THG 8

    Why Bankruptcy Might Be the Smartest Choice You Can Make - Episode 140

    Send us a text In today's episode, I sit down with Barry Levine, a bankruptcy lawyer with more than 40 years of experience, to talk about what really happens when people file for bankruptcy. We break down the fear and confusion around money problems and explain how bankruptcy can be a tool to get a fresh start. I also share my own story of going through bankruptcy in my 20s and what I learned from it. Barry gives simple, honest advice on what to expect, how the process works, and why it’s not the end of the world. About our guest: Barry Levine is a Massachusetts-based bankruptcy attorney with more than 30 years of experience helping individuals and small business owners through financial crisis. Known for his calm, practical approach, he guides clients who feel scared, overwhelmed, and out of options to understand the system, explore their choices, and find a clear path forward. Barry believes fear, not just debt, is what keeps people stuck. His role is to bring order to the chaos by applying decades of legal expertise to restore stability and control. With a career that began in a hands-on Boston office during law school, he has built a practice that is detail-oriented, outcome-focused, and always grounded in compassion. The Law Office of Barry R. Levine Support the show --- Please join me here, and follow me on social media, Instagram, and Facebook. Need help getting started on your path to financial freedom? Start Here Join the Financially Intentional Community Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. Get my book Smart Money

    51 phút

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Giới Thiệu

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.

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