This award winning best personal finance podcast presents various topics around money and careers in a fun and lighthearted setting. The host, Shannon McLay, is a successful entrepreneur, author, and personal finance expert with a passion for helping people get financially fit. In each episode, Shannon will share a martini (or something similar) with friends and experts while discussing money and career topics.
A Day in the Life of a Certified Financial Trainer with Gina & Bevin
Hello Martinis and Your Money listeners! I hinted at this in the year-end podcast, but for the first time ever, The Financial Gym is offering a certification program for non- Financial Gym employees to become a Certified Financial Trainer. Until Now, this program and our training have been exclusive to The Gym but offering it to more people was always on our radar. As many of you know, the CFT program is essentially based on the last eight years of mine and my teams work with over 10,000+ people in all fifty states. Because of the vast and diverse client mix we’ve worked with over the last eight years, we’ve really seen it all. And we are literally the best team, I feel like the only team, to teach others how to help anyone get financially healthy. So joining me today are Bevin and Gina, two financial gym trainers and members of the team working on the Certification Program to share more about life as a trainer, what you can expect if you want to be one, and why this is literally the greatest job in the world.
For more information, visit the show notes at https://www.martinisandyourmoney.com/show-notes/episode403
Secrets of Goal Setting with Victoria Sechrist
This is the first episode of a new year and I wanted to focus this episode on one of my favorite things to start a new year with, goal setting. For most of my childhood and adult life, I hated New Year’s resolutions and the idea of goal setting because I am such a type-A overachiever that I was always afraid of setting myself up for failure. It wasn’t until 10 years ago, when I became a financial planner and saw the game-changing power of goal setting for others, that I adopted it in my own life and my team at The Financial Gym works on this with their clients every single day.
Joining me today to talk about some secrets to goal setting and why it may not have worked for you in the past is one of my trainers from The Gym, Victoria. Victoria is actually a long-time podcast listener, but this is her first time as a guest!
For more information, visit the show notes at https://www.martinisandyourmoney.com/show-notes/episode402
2021 Recap Happy Hour
Today is the last Friday of the month and my regular listeners know that on the last Friday of the month, I host the happy hour on the podcast where I gather great friends with me to drink cheap drinks and talk about money topics. And if you can believe it this is the last Friday of the YEAR! The last Friday of 2021! In our final happy hour of the year, the ladies and I reflect on our highs and lows of the year, the goals we set for 2021, and set goals for 2022. This is the 6th year we are doing this episode and we have a special guest joining us. And now here are my friends to reflect on 2021.
For more information, visit the show notes at https://www.martinisandyourmoney.com/show-notes/episode401
Memory Lane: Episode 400 with Melanie
7 years ago, I attended a financial bloggers conference and it was while I was at this conference that I was dared by friends of mine to start a podcast of my own. At this point, I had only been a guest on one podcast, Stacking Benjamins, to talk about my book, Train Your Way to Financial Fitness, and other than listening to myself on that show, I had never even listened to another podcast. At the time, I had no idea what I would talk about on a show, but I knew I liked to drink and I knew I loved talking about money, and a few months later, Martinis and Your Money the podcast debuted. And today’s episode represents my 400th episode.
What started as a dare, has turned into a 7-year and 400 episode adventure that I wouldn’t trade for anything in the world. To take this trip down memory lane with me, I invited my good friend, and the person who’s appeared on the podcast the most, after me, Melanie Lockert, from the Mental Health and Wealth show and previously from Dear Debt. I had such a great time sharing some of my favorite memories of these first 400 episodes and I hope you enjoy hearing them as well. And now here’s my dear friend Melanie.
For more information, visit the show notes at https://www.martinisandyourmoney.com/show-notes/episode400
To Roth or Not with Michael Kitces
I have been working as a financial planner for over 10 years now and while my clients are all unique with different life goals, a common question that comes up repeatedly is how to best save for retirement, specifically, should you utilize a traditional IRA or 401k plan, otherwise known and the pre-tax options or utilize a Roth IRA or Roth 401k plan or the post-tax options. This question has become increasingly important given that the Roth options have appeared in recent legislative bills, so I thought I would bring on the show a good friend of mine and an expert in helping plan for retirement, Michael Kitces. Michael is the Chief Financial Planning Nerd of Kitces.com, which teaches and trains financial advisors, he’s Head of Planning Strategy for Buckingham Wealth Partners, which provides wealth management to retirees. And Co-Founder of XY Planning Network, a network of 1,500+ fee-only financial planners who provide advice to consumers in their 30s, 40s, and 50s. Michael joins me today to help answer the question, to Roth or not to Roth.
For more information, visit the show notes at https://www.martinisandyourmoney.com/show-notes/episode399
Legacy Binders with Chelsea of Smart Money Mamas
For over 10 years now, I’ve been helping people plan for the life they want to live and frequently, part of my job involves planning for the life events that we hope never happen. It’s a very difficult but essential part of the planning process and at Financial Gym, we’re always looking for the best tools and resources to help our clients with this. Joining me on the show today is Chelsea, founder of Smart Money Mamas to talk about why she left a successful six-figure career at a hedge fund to help people develop a better relationship with money and to talk about how she created the Family Emergency Binder which is a resource at the Gym we love.
For more information, visit the show notes at https://www.martinisandyourmoney.com/show-notes/episode398
Look forward to the show
I love the show and look forward to it every Friday. My faves are the happy hour shows and the breadth of perspectives each person brings and the depth of topics. It feels like I am joining in for a fun happy hour with my girlfriends to chat about one of my fave topics—money and how to save it, money and how to spend it and money and how to increase it! Also, I am secretly stalking the Financial Gym to become a BFF some day. I love what y’all do!
I love this podcast, been listening for YEARS and finally sharing a review. I love Shannon’s integrity and honesty and also her incredible knowledge and helpful advice. What she has built, both with the gym and the pod, is truly a gift to the world. If you are a woman (or a man but definitely if you’re a woman) and interested in money, this show is for you.
Shannon, host of the podcast, highlights all aspects of personal finance and more in this can’t miss podcast! The host and expert guests offer insightful advice and information that is helpful to anyone that listens!