154 episodes
Investor Mama Jen Narciso
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- Education
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5.0 • 102 Ratings
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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!
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Episode #151: The $12k Tax Loop Hole That Every Business Owner Should Know About with Melissa and Eric Broughton from Busy Bee Advisors
Connect with the Investor Mama Tribe
We’re a premier team of Bookkeepers, Accountants, Tax Advisors and QuickBooks Certified ProAdvisors with a passion for helping small business owners find financial clarity in their business.
We’re confident our bookkeeping, accounting and tax professionals can evaluate your situation and help you find ways to save and improve your business.
Additional Resources
* Check out the Intern Strategy Course created by Christina from Smart Influencer
* Learn How to Make Extra Money with a Side Hustle or Get a High Paying Salary with Time Flexibility
* Episode #30:The #1 Side Hustle for the On the Go Busy Mom with Mike Yanda and Bobby Hoyt
* Episode #52: Millionaire by 31 and How to Start An ETSY Side Hustle Business with Julie Berninger from Gold City Ventures
* The Legacy Binder to help you organize all of your estate documents and plans in case of an emergency
Connect with Melissa and Eric
The Four Hour Book Keeper
Instagram
Facebook
LinkedIn
BusyBeeAdvisors.com
KickMyTaxBill.com -
Episode #150: How this Mom Bought A Travel Business and Lessons Learned | Joy Owens from Butler Travel
Connect with the Investor Mama Tribe
Joy Owens loves outdoor activities, travel and staying home with her two little ones. She is also passionate about learning how to make money grow through real estate and business. Joy quit teaching to stay home with her children, and now owns and manages Butler Travel.
Additional Resources
* Check out the Intern Strategy Course created by Christina from Smart Influencer
* Learn How to Make Extra Money with a Side Hustle or Get a High Paying Salary with Time Flexibility
* Episode #30:The #1 Side Hustle for the On the Go Busy Mom with Mike Yanda and Bobby Hoyt
* Episode #52: Millionaire by 31 and How to Start An ETSY Side Hustle Business with Julie Berninger from Gold City Ventures
* The Legacy Binder to help you organize all of your estate documents and plans in case of an emergency
Connect with Joy
Butler Travel
Instagram
Facebook
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Episode #149: How to Hack Your Brain to Make Savings Easier with Anne Lester, Author of Your Best Financial Life: Save Smart Now for the Future You Want
Connect with the Investor Mama Tribe
Anne is on a mission to help rising leaders save smart and retire happy—on their time and target.
No one is more qualified. Most recently, Anne spent 20 years as Head of Retirement Solutions for J.P. Morgan. With AARP, she co-founded The Aspen Leadership Forum on Retirement Savings. In 2020, Anne was recognized for her extraordinary lifetime contributions to Americans’ economic security with the prestigious Ray Lillywhite Award.
A top-rated speaker and emcee, Anne addresses the under-45 crowd as well as professional audiences (like P&I, NAPA, Wharton, plus financial firms and their clients,).
Anne is also a media commentator with coverage from the likes of Bloomberg TV, Barron’s, CNBC, Forbes, Wall Street Journal, and New York Times. Barron’s featured Anne on their cover for her outstanding career. She is working on a new book to help younger savers find long-term savings success by overcoming their behavioral biases, Your Best Financial Life: Save Smart Now for the Future You Want (William Morrow, 2024).
Anne earned an M.A. in international economics and Japan studies from Johns Hopkins and a B.A. from Princeton. She was awarded a Fulbright Graduate Research Fellowship.
Anne and her husband have two children—a Gen Z-er and a Millennial—who are working to become retirement-ready.
Additional Resources
* Check out the Intern Strategy Course created by Christina from Smart Influencer
* Learn How to Make Extra Money with a Side Hustle or Get a High Paying Salary with Time Flexibility
* Episode #30:The #1 Side Hustle for the On the Go Busy Mom with Mike Yanda and Bobby Hoyt
* Episode #52: Millionaire by 31 and How to Start An ETSY Side Hustle Business with Julie Berninger from Gold City Ventures
* The Legacy Binder to help you organize all of your estate documents and plans in case of an emergency
Connect with Anne
Anne’s Brand New Book- Your Best Financial Life: Save Smart Now for the Future You Want
Annelester.com
Instagram
LinkedIn
TikTok
YouTube
Facebook -
Episode # 148: Why You Need a Mom Tribe and How To Create One to Reach Your Goals Faster with Brittney Fairweather and Trixy Castro from TRX Capital
Connect with the Investor Mama Tribe
Brittney Fairweather is a Licensed Real Estate Agent who managed to sell her company to institutional buyers. Her journey in the real estate world is an inspiring story of identifying opportunities, adapting to market shifts, and consistently delivering solutions that meet investors’ evolving needs. Despite her unconventional start as a musical theater major, Brittany’s entrepreneurial spirit and listening skills lead her to establish and sell multiple successful companies.
Trixy Castro is the true definition of the American Dream, showing that hard work and perseverance pay off. The daughter of Cuban immigrants, her parents strove to give her a life that was better than theirs. Growing up at a young age Trixy didn’t at first understand that she had less than those around her. Her mother worked as a live-in caregiver for an affluent family in a suburb of Los Angeles, California. Living in the family’s guest house, Trixy’s mother worked extremely hard to afford opportunities for her daughter and to expose her to experiences and people that ultimately shaped Trixy into who she is today.
Trixy never took no for an answer and created the means for herself. Trixy is never one to back down even when the odds are against her and this has led to her being a trailblazer in both the real estate and finance industries. She has also taken those early life lessons and experiences and dedicated herself to providing mentorship for young adults passionate about entering business fields that have historically been underserved; in addition, through philanthropic organizations, she invests time into creating more widespread opportunities for children who aspire towards entrepreneurship.
Additional Resources
* Check out the Intern Strategy Course created by Christina from Smart Influencer
* Learn How to Make Extra Money with a Side Hustle or Get a High Paying Salary with Time Flexibility
* Episode #30:The #1 Side Hustle for the On the Go Busy Mom with Mike Yanda and Bobby Hoyt
* Episode #52: Millionaire by 31 and How to Start An ETSY Side Hustle Business with Julie Berninger from Gold City Ventures
* The Legacy Binder to help you organize all of your estate documents and plans in case of an emergency
Connect with Brittney and Trixy
TRX Capital
Trixycastro.com
Instagram
Brittney’s LinkedIn
Trixy’s LinkedIn -
Introduction to buying your first business with Erika from Prosperity Planning.
Connect with the Investor Mama Tribe
Erika is a Finance Coach from Orange, CA. She is a mama of two and loves helping clients meet their financial goals.
She has a background in mortgage lending, banking, and budgeting
Erika has been working with clients to create budgets, pay off debt, and save for retirement. She is an excel nerd and passionate about financial planning. While on maternity leave, she decided to take my hobby and turn it into an official business.
Additional Resources
* Check out the Intern Strategy Course created by Christina from Smart Influencer
* Learn How to Make Extra Money with a Side Hustle or Get a High Paying Salary with Time Flexibility
* Episode #30:The #1 Side Hustle for the On the Go Busy Mom with Mike Yanda and Bobby Hoyt
* Episode #52: Millionaire by 31 and How to Start An ETSY Side Hustle Business with Julie Berninger from Gold City Ventures
* The Legacy Binder to help you organize all of your estate documents and plans in case of an emergency
Connect with Erika
Prosperity Planning
Instagram -
Episode #146: Strategies for Reigniting the Flame Between an Entrepenurial Couple with Dr. Jackie Black
Connect with the Investor Mama Tribe
Jackie Black, Ph.D., BCC is a Relationship Educator and Board-Certified Coach to Couples.
Dr. Jackie partners with entrepreneurial couples whose relationships are a mess, and they feel disconnected. For the last 36 years, Dr. Jackie has helped 1000++ couples in 8 countries.
Through her guidance, once distant couples have rekindled their love and affection for each other and experience richer, deeper connections and romance. They express their love and caring more effortlessly, and they feel deeply loved and adored, again.
Dr. Jackie is a 3X author of couple-focused books. You can find her books on the Author-page on her web site: https://www.DrJackieBlack.com
Fun Fact: Dr. Jackie was named by Cosmo as one of their most beloved international love gurus.
Additional Resources
* Check out the Intern Strategy Course created by Christina from Smart Influencer
* Learn How to Make Extra Money with a Side Hustle or Get a High Paying Salary with Time Flexibility
* Episode #30:The #1 Side Hustle for the On the Go Busy Mom with Mike Yanda and Bobby Hoyt
* Episode #52: Millionaire by 31 and How to Start An ETSY Side Hustle Business with Julie Berninger from Gold City Ventures
* The Legacy Binder to help you organize all of your estate documents and plans in case of an emergency
Connect with Dr. Jackie
Apply for a 30-Minute Strategy Call
Subscribe to Dr. Jackie’s Bi-weekly Marriage Moments Newsletter
Instagram
www.DrJackieBlack.com
Customer Reviews
LOVE LOVE LOVE the energy from Jen!
Having a podcast directed towards all the hustling mamas out there is phenomenal! I feel such a rush listening to all the wonderful women she interviews! Can’t wait to hear more ⭐️⭐️⭐️⭐️⭐️
Interesting interviews from interesting people
Jen's Investor Mama podcast is a gem! She always manages to snag the most interesting people with awesome financial know-how for her interviews. And she's an absolute rockstar as an interviewer. Jen keeps the conversations flowing smoothly and extracts some seriously cool insights from her guests.
A must listen
Just recently found the investor mama and it’s been such a great addition to the podcasts I listen to. Super informative, and entertaining at the same time!