Money Your Way Jessica

I've always wanted this podcast to feel like girlfriends chatting at a coffee shop, and this episode gives off just that vibe. Lindsey is a clinical social worker turned financial therapist. We talk about all the things from her own money story to how finances impacts other areas of life, to how social media is impacting people's stress about money.  She even ended the episode with a killer tip on handling medical debt that can very well save you thousands.

Connect with Lindsey:
IG: https://www.instagram.com/copingwithlindsey/
Book: I Got 99 Coping Skills and Being a B*tch Ain't One

Mentioned in episode:
The Financial Feminist
How to Be Rich Netflix Show

Connect with me:
https://www.instagram.com/its_coach_jess/

The content in this podcast is for entertainment purposes only.  Consult with a financial professional for questions about your personal situation. 

Lisa Sakai, cofounder of One Vision Retirement, shares her take on various money mindsets women have that's holding them back. We also dive into how identifying your values helps with decision making - this ultimately gets you closer to your money goals. 

Connect with Lisa:
Website: https://www.onevisionretire.com/resources
LinkedIn Profile: Lisa Sakai
YouTube Channel: One Vision Retirement

Connect with me:
https://www.instagram.com/its_coach_jess/

The content in this podcast is for entertainment purposes only.  Consult with a financial professional for questions about your personal situation. 

Walli Miller, a latina millennial, spent her 20s living paycheck to paycheck, but then in her 30s she figured out how to gain control of finances and start investing. And now she's on track to retiring at 40 and helps other millennials as a coach to do the same. In this episode she shares tons of tips that helped her in her journey including a Forbe's article that become a turning point. She started small with putting away money for savings which also helped her better reflect on and adjust her spending tendencies to reflect her values. 

Connect with Walli:
Instagram: instagram.com/financially_thriving/

Mentioned in episode:
Request your social security earnings information here
Forbes article 3 Couples Dish: 'We're Retiring by 40... And Here's How'

Connect with me:
https://www.instagram.com/its_coach_jess/

The content in this podcast is for entertainment purposes only.  Consult with a financial professional for questions about your personal situation. 

Alex Edwards, author of mortgage before marriage and self made real estate mogul discusses money and relationships in this episode. He bought his first investment home at age 20 and then left corporate America at 23 years old. Then he shares how the rental income from investment homes paid for his wedding. Tune in to hear more about his take on mortgage before marriage and how he simplifies having financial conversations with a partner. 

Connect with Alex:
Book (Discount code MB4M7): https://mortgageb4marriage.com/
IG: https://www.instagram.com/alexeedwards/
Airbnb: The Cottage 1925

Connect with me:
https://www.instagram.com/its_coach_jess/

The content in this podcast is for entertainment purposes only.  Consult with a financial professional for questions about your personal situation. 

 Want to bring awareness to your money mindset? Start with the question of how would you split the bill when you go out to eat with a large group? Bob Wheeler, a CPA with 30 years experience in tax practice, breaks down money and emotions in this episode. We talk about the unconscious mind and deep dive into navigating finances with a partner. 

Connect with Bob:
Website: https://themoneynerve.com
Free Money Quiz: http://testyournerve.com/

Connect with me:
https://www.instagram.com/its_coach_jess/

The content in this podcast is for entertainment purposes only.  Consult with a financial professional for questions about your personal situation. 

Lance Belline, CFP® and author, shares that his purpose in life is to give people financial peace of mind and clarity on how to accomplish their goals. He is passionate about helping people keep more of the money they make by implementing strategies to reduce the income taxes they pay over their lifetime. How great does that sound? In this episode he introduces the 3 categories in which we accumulate wealth, each with their own tax consequences.

Connect with Lance:
Website: lancebelline.net
Company: Lighthouse Financial
Book: More Wealth, Less Taxes

Connect with me:
https://www.instagram.com/its_coach_jess/

The content in this podcast is for entertainment purposes only.  Consult with a financial professional for questions about your personal situation. 

Disclaimer: Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Lighthouse Financial,
Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstance. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this podcast is not investment or securities advice and does not constitute an offer. Lighthouse Financial is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. PPG- 5887372.1 (8/23)(Exp. 8/25)