Money You Should Ask

Bob Wheeler
Money You Should Ask

Money You Should Ask Podcast gets down to the nitty-gritty aspects of life, money, success and abundance. Host Bob Wheeler, a CPA, author of The Money Nerve and CFO of the greatest stand-up comedy club in the world #TheComedyStore connects with guests from all walks of life-from the average Joe to the outrageous celebrity, radiating his infectious curiosity around money and life. Take a listen as Bob delves deep into each guests personal journey exploring money beliefs, money blocks and their unique successes & challenges in life.

  1. 12/27/2023

    Rewrite Your Money Story. Yanely Espinal

    Our relationship with money goes deeper than numbers on a spreadsheet? It all starts in our mind. My guest today is award-winning financial educator and author of the book "Mind Your Money," Yanely Espinal. She joins me to spotlight the emotional and psychological aspects that influence how we manage, spend, and even talk about money. Yanely shares openly about growing up below the poverty line, only realizing she was different when applying for financial aid programs in high school. She unpacks the guilt and scarcity mindset that held her back along with the shopping addiction tied to wanting to feel normal.  Now a leading voice in financial literacy advocacy, Yanely is on a mission to transform money mindsets through education. She offers tangible advice around childhood financial trauma, automating your savings to avoid temptations to spend, finding community support, and the importance of making money conversations mainstream. In this vulnerable conversation we explore the roots of financial trauma and how becoming aware of our own money stories is the first step toward real change.   Resources Mentioned Yanely's Book: https://www.mindyourmoneybook.com/ Yanely's Website: https://www.missbehelpful.com Californian's For Financial Education Initiative: https://www.financialed4ca.com/ Take a few minutes to uncover the cost of your money story? https://www.testyournerve.com More about this episode: https://go2.money/story   Wishing you all a joyful and prosperous new year! We will be back in February 2024.

    46 min
  2. 12/20/2023

    Gen Z Millionaires in Training. Dan Sheeks

    If you could travel back in time and give your 18-year-old self one piece of money advice, what would it be? Would you tell yourself to save aggressively, avoid debt traps or utilize frugal living hacks or invest in assets destined to explode? In this episode, I am joined by Dan Sheeks, a high school teacher and Author whose mission is to educate young people to think like millionaires. Dan Sheeks is the author of "First to a Million: A Teenager's Guide to Achieving Early Financial Independence," He wrote this and the accompanying workbook specifically for Gen Zr’s to introduce money management concepts for early financial independence. Dan shares his motivation for teaching and giving back, as well as his own personal financial journey. He discusses the advantages and challenges for Gen Z when it comes to finances and the impact of social media on their money mindset. Dan emphasizes the importance of finding balance and enjoying the journey to financial independence. He also highlights the value of community and support in pursuing non-traditional goals.    Resources Mentioned Dan's Website: https://www.sheeksfreaks.com/ Join the Sheeks Freaks Community: https://www.sheeksfreaks.com/sign-up/ Dan's book - First to a Million: A Teenager's Guide to Achieving Early Financial Independence: https://bookshop.org/a/59401/9781947200463 What is your money story costing you? https://go2.money/free-quiz More about this episode: https://go2.money/Gen-z

    32 min
  3. 11/22/2023

    Ignite Your Financial Potential. FinCon 23

    Money, money, money! It's the thing that makes the world go 'round, yet it's also the source of stress, anxiety, and conflict for so many people. How should we think about money in a healthy way? What money beliefs are limiting us from reaching our full financial potential? in this episode of Money You Should Ask, recorded at FinCon 2023 in New Orleans, I roamed the halls of the nation's biggest personal finance conference, getting up close and personal with attendees and speakers to uncover their deepest money beliefs, biggest money mistakes, and most insightful money lessons learned. You’ll discover practical tips and thought-provoking perspectives that will help you shift your relationship with money and ignite your financial potential. Get ready for an eye-opening and ear bending episode of Money You Should Ask that will shake up how you think about your money.  A huge thank you to all of the generous attendees who opened up and shared their stories, wins, failures and lessons learned when it comes to personal finances. In order: Clifton Corbin, Diedre Tshien, Lauren Cobello, Robert Croak, Austin Hankwitz, Amy Smith, Steve Chou, Brenton Harrison, Scott Carson, Sean Pan, Jeff Underwood, Joe Saul Sehy, Khadijha Stewart, Philip Taylor (aka PT), Nathan Barry, Lily Vittayarukskul, Jeff Moore, Gordon Firemark, Jay Narvaez, Zinnia Adams, Ericka Young, Paula Pant, Sebastian Guerra, Wendie Veloz & Steven Jarvis.  To learn more about this episode and our guests visit: https://go2.money/fincon23

    25 min
4.9
out of 5
47 Ratings

About

Money You Should Ask Podcast gets down to the nitty-gritty aspects of life, money, success and abundance. Host Bob Wheeler, a CPA, author of The Money Nerve and CFO of the greatest stand-up comedy club in the world #TheComedyStore connects with guests from all walks of life-from the average Joe to the outrageous celebrity, radiating his infectious curiosity around money and life. Take a listen as Bob delves deep into each guests personal journey exploring money beliefs, money blocks and their unique successes & challenges in life.

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