25 episodes

Welcome to the Investor Mama podcast, money conversations with a mom's touch. I'm your host Jen Narciso, and I interview amazing guests each week to help educate, inspire, and motivate you on your own wealth-building journey. Show topics range from psychology around money, investing in real estate, how to start a business or side hustles, optimizing taxes, navigating the financial costs of being a caregiver, getting out of debt, educating your kids around money, and so much more but all geared towards moms. Moms are those who have kids, struggling to have kids, have angel babies, are moms of other kids, and "moms" who choose not to have their own kids but may have little eyes watching them. Now sit back, relax, enjoy the show, and most importantly, subscribe!

Investor Mam‪a‬ Jen Narciso

    • Education
    • 5.0 • 72 Ratings

Welcome to the Investor Mama podcast, money conversations with a mom's touch. I'm your host Jen Narciso, and I interview amazing guests each week to help educate, inspire, and motivate you on your own wealth-building journey. Show topics range from psychology around money, investing in real estate, how to start a business or side hustles, optimizing taxes, navigating the financial costs of being a caregiver, getting out of debt, educating your kids around money, and so much more but all geared towards moms. Moms are those who have kids, struggling to have kids, have angel babies, are moms of other kids, and "moms" who choose not to have their own kids but may have little eyes watching them. Now sit back, relax, enjoy the show, and most importantly, subscribe!

    Should You Get a Prenup with Phoebe Maxwell

    Should You Get a Prenup with Phoebe Maxwell

    Connect with the Investor Mama Tribe

    Looking for ways to boost your income? Check out these resources to help you with your money journey.



    Bio

    Phoebe is a 39-year-old, child-free, divorced home-owner with no debt apart from her mortgage. She repaid her student loans early. Phoebe has previously invested in shares and had an investment property with her ex-wife when she was married. Having the investment property made the divorce much easier financially because both women left the relationship with the security of a place to live. Currently, Phoebe invests in P2P lending. She is making extra repayments to her mortgage and salary sacrificing 5.5% of her pre-tax salary to superannuation. This is in addition to the compulsory 9.5% company contribution. She would like to invest in property again and is using her mortgage as a savings vehicle. Phoebe is on the average Australian full-time salary. This year, she forayed into drop-shipping. That venture was unsuccessful, so she’s keeping an eye out for the next business opportunity. Phoebe plans to be able to retire at 50.

    Outside of being a finance geek, Phoebe enjoys spending time with her partner and pets, growing an edible garden, and attending board game meets. She values community and does her best to be a good neighbor.

    Food for Thought



    * Getting a prenup for people who are in an uneven situation can be extremely beneficial.

    *  When you go through a divorce, always treat the other person with courtesy, as a human being. If they don’t extend the same courtesy to you, well, I guess you don’t have a choice, but you have to lawyer up and fight for your rights.

    * If possible, try to keep things out of the courts. Remember that the person you are divorcing is someone you once loved and thought you’d spend the rest of your life with, someone you share a lot of happy memories with, and someone who has had your back at times. Try to hold onto that and treat them with respect





    Lightning Round

    1. What is one fun fact about you that not that many people know?

    I worked in Italy for a few years in my twenties, teaching English as a second language class.

     

    2. Who inspires you the most and why?

    Angela Merkel, the Chancellor of Germany, because she’s led that country through a lot of interesting economic and political times. She opened the doors to around 1 million Syrian refugees when all the other countries were turning them away.  I thought, wow, it’s a really brave thing to do. I also admire Jacinda Ardern, the Prime Minister of New Zealand.

     

    3. What books are you reading now or have read and loved that you’d recommend?

    The Snowman by Jo Nesbo

    4. What is one actionable tip or piece of advice that you can tell our moms out there to help them on their financial independence journey?

    For someone who has not started out yet, it could seem very daunting. The first thing I would recommend people do is to record their expenses for one month and keep them in a spreadsheet. That will give you a very good idea of where your money’s going so you can begin to make changes once you see how much you’re spending in each category. That’s an actionable step that’s not too daunting. Record your expenses for a month and go from there.

    Additional Resources



    * Free SalesForce 5-Day Challenge

    * Legal Zoom Contact, Jonas DeAnda: jdeanda@legalzoom.com; (855)-855-5207 ext: 5376

    * a href="https://www.amazon.

    • 37 min
    Four Steps to Start Your Own High-Profit Business with Kat McLead

    Four Steps to Start Your Own High-Profit Business with Kat McLead

    Connect with the Investor Mama Tribe

    Looking for ways to boost your income? Check out these resources to help you with your money journey.



    Bio

    Kat Mclead is the creator of the Stay at Home Mom Entrepreneur: *the* proven framework for creating a highly profitable business that you love while working 2 hours a day.

    She started her first multiple 6 figure business 20 years ago and hasn’t slowed down since — not even after having my son. A fun fact: That business’s profits meant that she had way more money than her husband when they first got married and was able to pay the entire $450,000 down payment on their home. Not that he minded!

    She fully planned on being a pampered Stay at Home Mom, but once her son began preschool, and she actually had ME time again for the first time in years, she became restless. So she came out of “retirement” and started coaching her friends just to give her a little extra buzz.

    Since then, she’s helped so many Stay at Home Moms find fulfillment and independent income outside of motherhood all while staying Mom first.

    AND that’s how she developed THE ONLY BUSINESS FRAMEWORK specifically designed for a BUSY MOM.

    Kat’s 4 Steps for Starting Your Perfect Business



    * The first step is to pinpoint your perfect business idea. This business idea needs to be high profit for the time spent. It’s essential for it to be profitable, purposeful, and pleasurable or it won’t last.

    * Craft the right offer by conducting market research with your ideal clients to really connect with them. Listen to them, get to know them, and make the focus all about them. Make sure to ask the most important question “Would you pay for this?”

    * Command your premium profit. This means that you treat your business like a boutique because that’s what you are, a boutique business. You’re not a Walmart that needs like a zillion clients to have any profitability. Instead, you want to be the higher-end offering. The way you do that is by going deep into that pinpointed niche, the more specialized you are, the more you can actually charge.

    * Talk about what’s going to happen to your client if nothing changes so you’re really grounding them into the life that they don’t want. You’re just making them realize I want different for my life. The key factor to signing clients is bridging the gap.  Connect the dots for them on what their pain point is and the pleasure they want. Don’t leave it for them to connect because they won’t. Show them what’s going to happen when things change and they get what they want versus what happens if they do nothing and standstill. Then boom, you’re the one that’s going to get them there with your expertise.



    Lightning Round

    1. What is one fun fact about you that not that many people know?

    I can rock the splits on both sides at the age of 42.

     

    2. Who inspires you the most and why?

    My husband, which I know it feels like such a strange answer, but my husband is such a stable, loving, warm guy.

     

    3. What books are you reading now or have read and loved that you’d recommend?

    The Big leap: Conquer Your Hidden Fear and Take Life to the Next Level by guy Hendricks.

    4. What is one actionable tip or piece of advice that you can tell our moms out there to help them on their financial independence journey?

    Take 30 minutes a day to start your business, make this a non-negotiable time. If you have kids do this before they get up in the morning or after they go to bed.

    • 49 min
    Mom on the Go with Holly Regoli

    Mom on the Go with Holly Regoli

    Connect with the Investor Mama Tribe

    Looking for ways to boost your income? Check out these resources to help you with your money journey.

    Bio

    Holly Regoli ​is a woman who wears many hats. Starting her career in residential property management, after graduating from the University of Rhode Island with a degree in General Business Administration, she quickly grew into larger and more challenging roles in her field and moved into the commercial property management sector. Holly spent over 16 years in the property management industry, cumulatively managing over two million square feet of commercial buildings.

    Holly is a Certified Property Manager® with The Institute of Real Estate Management, and also a Real Property Administrator​® with BOMI International. She has served on the executive council for the Rhode Island IREM Chapter since 2014, and served as President of the Chapter from 2019 through 2020. She also currently serves as Chair of IREM National’s Student

    and Academic Advisory Board.

    In addition to being a mom of two young children, Holly is currently a business owner, Real Estate investor, and REALTOR®. In 2018, she and her husband, Dave, started a residential redevelopment company called Regoli Property Solutions. Regoli Property Solutions has purchased, renovated, and sold several homes in RI and CT since its inception. Holly loves giving these homes new life, and improving communities one home at a time. With Holly’s real estate knowledge and expertise, she can find unique solutions to help people buy and sell homes in any situation. She takes pride in the work that she does, and truly enjoys helping people.

    Holly’s ultimate goal is to be able to support her family and structure her work-life so that more of her time can be spent with her family and doing the things they love to do together!

    “Every challenge can be overcome, and it takes a strong will and perseverance, but I’m going to get there someday!”

     

    Connect with Holly

    Instagram

    Facebook

    LinkedIn

     

     

     

     



     

    • 14 min
    House Flipping Mama with Holly Regoli

    House Flipping Mama with Holly Regoli

    Connect with the Investor Mama Tribe

    Looking for ways to boost your income? Check out these resources to help you with your money journey.

    Bio

    Holly Regoli ​is a woman who wears many hats. Starting her career in residential property management, after graduating from the University of Rhode Island with a degree in General Business Administration, she quickly grew into larger and more challenging roles in her field and moved into the commercial property management sector. Holly spent over 16 years in the property management industry, cumulatively managing over two million square feet of commercial buildings.

    Holly is a Certified Property Manager® with The Institute of Real Estate Management, and also a Real Property Administrator​® with BOMI International. She has served on the executive council for the Rhode Island IREM Chapter since 2014, and served as President of the Chapter from 2019 through 2020. She also currently serves as Chair of IREM National’s Student

    and Academic Advisory Board.

    In addition to being a mom of two young children, Holly is currently a business owner, Real Estate investor, and REALTOR®. In 2018, she and her husband, Dave, started a residential redevelopment company called Regoli Property Solutions. Regoli Property Solutions has purchased, renovated, and sold several homes in RI and CT since its inception. Holly loves giving these homes new life, and improving communities one home at a time. With Holly’s real estate knowledge and expertise, she can find unique solutions to help people buy and sell homes in any situation. She takes pride in the work that she does, and truly enjoys helping people.

    Holly’s ultimate goal is to be able to support her family and structure her work-life so that more of her time can be spent with her family and doing the things they love to do together!

    “Every challenge can be overcome, and it takes a strong will and perseverance, but I’m going to get there someday!”

    Lightning Round

    1. What is one fun fact about you that not that many people know?

    I had chickens for about seven years. When I bought my house, it came with five chickens and that grew to 30 chickens.  I just got rid of them a month ago.

     

    2. Who inspires you the most and why?

    One of the most influential people or inspiring people is actually my boss from my previous job. I have never seen someone work so hard in my entire life. He runs a company and is extremely involved in politics. It amazes me that he can hold everything together and, and keep up with everything.

     

    3. What books are you reading now or have read and loved that you’d recommend?

    The 7 Habits of Highly Effective People by Stephen R. Covey

    10X Rule: The Only Difference Between Success and Failure by Grant Cardone

    a href="https://www.amazon.com/ONE-Thing-Surprisingly-Extraordinary-Results/dp/1885167776/ref=asc_df_1885167776/?tag=hyprod-20&linkCode=df0&hvadid=312065696873&hvpos=&hvnetw=g&hvrand=16699471796173840128&hvpone=&a...

    • 58 min
    Mom on the Go with Erin Helle

    Mom on the Go with Erin Helle

    Connect with the Investor Mama Tribe

    Looking for ways to boost your income? Check out these resources to help you with your money journey.

    Bio

    Erin Helle is a Real Estate Investor and founder/owner of BC Global Investments. She is also a licensed REALTOR® in the state of Tennessee. Erin served in the US Army for 12 years and loved every minute of it.  She excelled as an Engineer officer, shattering glass ceilings and paving the way for women who came after her.  After having kids, she sought something different. Erin wanted to be successful, and show her daughters the value of hard work and creating something to be proud of, but did not want to be tied to a 9-5 job and be told where to be and when to be there.  So, she embarked on a quest to figure out exactly what that looked like.  Navigating the terrifying yet incredibly fulfilling journey to buying her first rental property led to the realization that she loved chasing the deal, negotiating, and building a solid future for her family.  She, along with her husband and her business, owns a real estate portfolio valued at over $1.8 Million and she is just getting started!

    Erin loves to help people achieve financial freedom through Real Estate Investing and is passionate about coaching, training, and mentoring people to be successful. Erin loves to travel, workout, hang out with her studly husband, and spend as much time exploring the world with her two beautiful daughters.

    Erin is knowledgeable, trustworthy, and professional.  She provides a level of unmatched service to all of her clients and will treat you like family!

    Additional Resources



    * Want to start investing in real estate? Check out Erin’s course!! Get 25% off with code: INVESTORMAMA

    * Check out Erin’s published articles on Bigger Pockets

    * Erin’s Book and Courses

    * Samb Group

    * BC Global Investments



    Connect with Erin

    Instagram

    Facebook

    YouTube

     

     

     

     



     

    • 13 min
    Military House Hacking with Erin Helle

    Military House Hacking with Erin Helle

    Connect with the Investor Mama Tribe

    Looking for ways to boost your income? Check out these resources to help you with your money journey.

    Bio

    Erin Helle is a Real Estate Investor and founder/owner of BC Global Investments. She is also a licensed REALTOR® in the state of Tennessee. Erin served in the US Army for 12 years and loved every minute of it.  She excelled as an Engineer officer, shattering glass ceilings and paving the way for women who came after her.  After having kids, she sought something different. Erin wanted to be successful, and show her daughters the value of hard work and creating something to be proud of, but did not want to be tied to a 9-5 job and be told where to be and when to be there.  So, she embarked on a quest to figure out exactly what that looked like.  Navigating the terrifying yet incredibly fulfilling journey to buying her first rental property led to the realization that she loved chasing the deal, negotiating, and building a solid future for her family.  She, along with her husband and her business, owns a real estate portfolio valued at over $1.8 Million and she is just getting started!

    Erin loves to help people achieve financial freedom through Real Estate Investing and is passionate about coaching, training, and mentoring people to be successful. Erin loves to travel, workout, hang out with her studly husband, and spend as much time exploring the world with her two beautiful daughters.

    Erin is knowledgeable, trustworthy, and professional.  She provides a level of unmatched service to all of her clients and will treat you like family!

    What is House Hacking and What are the Benefits



    * House Hacking is when you buy a house (single-family, duplex, triplex, or fourplex; live in one unit; and rent the rest or rent a room). Have to live in the house for a year but get access to amazing low down payment loans.

    * Live very inexpensively

    * Low financial entry typically as low 3.5%-5% down

    * Military House Hacking is when you use a VA loan with 0% down.

    * 4 ways to get paid!



    * Cash flow – After mortgage payments, taxes, insurance, and factoring in capital expenses, vacancies, repairs property management, and any other monthly expenses, it’s the month left over.

    * Appreciation – The value of your property goes up every year, just because that’s what it does. That’s not just inflation. Inflation is a small part of that, but property values just historically appreciate.

    * Loan paydown-  Your tenants pay-down your loan every month increasing your net worth as your balance gets less and less.

    * Tax perks – there are significant tax implications and tax benefits that you can take advantage of as a landlord. Check with your accountant.





    * If you are in debt, you can work with a lender to build up your credit.

    * All you need to do is purchase 3-4 properties and your net worth will skyrocket.



     

    Lightning Round

    1. What is one fun fact about you that not that many people know?

    I just like to do anything outside, anything that could keep me active and anything that I can do with my daughters.

     

    2. Who inspires you the most and why?

    Brand Turner from Bigger Pockets

     

    3. What books are you reading now or have read and loved that you’d recommend?

    Heads I Win, Tails You Lose: A Financial Strategy to Reignite the American Dream, by Patrick H. Donohoe

    a href="https://www.amazon.

    • 42 min

Customer Reviews

5.0 out of 5
72 Ratings

72 Ratings

katarina_ruth ,

Very Relatable

Even though I don’t have any munchkins yet, I enjoy listening to Jen and her guests on Investor Mama, as she does a great job breaking down FI (financial independence) concepts!

hollyregoli ,

So inspirational!

Being a mom is tough. Being a mom, and an investor, at times feels like you are running up hill constantly dodging boulders being thrown directly at you! I love hearing stories of amazing women conquering challenges they face everyday, and being successful. Their stories inspire me to keep on pushing and making it work! I also love learning from these women. There are so many golden nuggets to take and use to help me to be more successful!

Erin Helle ,

Love listening to this podcast!

I love listening to Jen and her guests! I’m always looking for a quick opportunity to improve myself and my parenting and my financial situation, and this is the place to go for all of those things!

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