Budgeting

The Freelancers Guide to Managing Your Money| Lilac Bar David

This year has been unlike any we’ve known before and when it comes to earning money, freelancing has taken over the world. In fact, according to a recent statistic, 12% of the U.S. workforce started freelancing since COVID and in total there are about 57 million freelance workers in the U.S.

Here’s what you need to know about freelancing…managing your money from taxes to savings and everything in between can be tough. In this episode, Lilac Bar David, Co-
Founder and CEO of Lili, the all-in-one banking app designed just for freelancers, is sharing tips and tricks you need to know as a freelancer to manage your money easily and effectively.

Meet Lilac

Lilac Bar David is Co-Founder and CEO of Lili, the all-in-one banking app designed for freelance workers. She is an experienced chief executive with over 10 years in the fintech space and a demonstrated history of founding, managing, and leading operations at multiple finance companies. Prior to Lili, Lilac founded Pepper, the first and only challenger bank in Israel, and was its CEO for over three years. Lilac also served as EVP of Business Development for Leumi Card (now known as Max) at Bank Leumi, where she forged strategic partnerships and established a program for early-stage fintech startups. Lilac received her bachelor’s degree in economics and accounting and her MBA from Tel Aviv University. She is based in New York.

What You’ll Learn

  • The pain points every freelancer faces when it comes to money
  • How to think about money as a freelancer
  • Typical money mistakes freelancers and entrepreneurs make
  • How Lili is helping freelancers manage their money with ease
  • Why you need to set up money buckets

Links

Episode Sponsors

Thanks to Firstleaf for sponsoring this episode. Join today and you’ll get 6 bottles of wine for $29.95 and free shipping! Just go to TRY Firstleaf.com/mymoney.

Thanks to Splitit for sponsoring this episode. Split your payments and live big. Go to Splitit.com today.

Go to headspace.com/mymoney for a FREE ONE-MONTH TRIAL with access to  Headspace’s full library of meditations for every situation.

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How to Be a Digital Nomad & Work From Anywhere | Kari DePhillips

Is there anyone else out there that watches House Hunters International endlessly all while Googling how do I move that country as I do? The idea of being a digital nomad and working remotely was certainly at the top of the to-do list before 2020. Now, of course, we’re in a different world, but it’s not always going to be this way.

If you’ve ever dreamed of the digital nomad lifestyle, this episode is for you. Kari DePhillips, a long-time digital nomad, CEO of The Content Factory, and co-host of the Workationing podcast is here to share what you need to know to become a digital nomad and work remotely.

What You’ll Learn

  • Kari’s story into digital nomad life and the one event that changed everything for her
  • How to live and work abroad
  • What you need to know to become a digital nomad
  • How to figure out where to go
  • Ways to make connections as a digital nomad
  • How to earn money as a digital nomad

Links

Episode Sponsors

Thanks to Headspace for sponsoring this episode. Go to headspace.com/mymoney for a FREE ONE-MONTH TRIAL with access to Headspace’s full library of meditations for every situation

Thanks to Firstleaf for sponsoring this episode. Join today and you’ll get 6 bottles of wine for $29.95 and free shipping! Just go to TRY Firstleaf.com/mymoney.

Thanks to Fundrise for sponsoring this episode. Start building your better portfolio today!  Get started at Fundrise.com/mymoney to have your first NINETY days of advisory fees waived.

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How to Use Investing Trends to Build Wealth | Paulina Likos

Experts say that millennial wealth is underdeveloped or has yet to reach its full potential. That makes sense. There are a lot of decisions to make when it comes to your money and trying to figure out how and where to invest can be tricky. Does being in cash make sense, should you use apps to invest, and how do you figure out your sweet spot when it comes to investing?  Paulina Likos is an investing reporter at U.S. News & World Report, is here on the pod to talk about how you can use investing trends to build your wealth.

Meet Paulina

Paulina is an investing reporter at U.S. News & World Report, covering investing and asset management. Before beginning her career as an investing reporter, Paulina graduated from Villanova University where she studied political science, communication, and business management. Out of college, Paulina spent several years as a risk manager at Fannie Mae, predicting and reducing credit risk for the company.

As an investing reporter with U.S. News & World Report, she has been examining investing trends and how millennials have been responding to them. You are in a stage of their life where building wealth is paramount and Paulina is sharing in this episode how this can be done no matter what your age is through the principles of investing.

What You’ll Learn

  • Key investing trends in 2020 and what they mean to you
  • Why cash isn’t a great investment
  • How to use mobile apps for investing
  • How do you find your sweet spot with investing
  • Ways to safeguard your investing

Links

Episode Sponsors

Thanks to Firstleaf for sponsoring this episode. Join today and you’ll get 6 bottles of wine for $29.95 and free shipping! Just go to TRY Firstleaf.com/mymoney.

Thanks to Splitit for sponsoring this episode. Split your payments and live big. Go to Splitit.com today.

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Posted in Budgeting, Life, Podcast | Comments Off on How to Use Investing Trends to Build Wealth | Paulina Likos

Top 10 Money Lessons From 2020 (That You Need to Know)

I’ve learned a lot in 2020. Things like always have at least 5 backup rolls of toilet paper and don’t ever walk past the Lysol antibacterial aisle without grabbing some. But I’ve also learned a lot about money this year, some lessons I’ve experienced personally, and some I’m sharing from friends, podcast guests, and other people that are very smart when it comes to money. Join me for 10 money lessons from 2020 that I think you need to know about.

What You’ll Learn

  • How to prepare your money for life’s ebbs and flows
  • What is one thing you need to know about your savings
  • How to build new money habits that stick
  • Why the stock market always bounces back
  • How to build buckets of money
  • Why a strong network is your best asset

Links Mentioned

Episode Sponsors

A big thanks to all our episode sponsors that make it possible to bring this show to you.

This episode is sponsored by Firstleaf. Join today and you’ll get 6 bottles of wine for $29.95 and free shipping at tryfirstleaf.com/mymoney.

This episode is sponsored by Manscaped. Get 20% off + free shipping with the code MYMONEY at Manscaped.com.

Thanks to Fundrise for sponsoring this episode. Start building your better portfolio today!  Get started at Fundrise.com/mymoney to have your first NINETY days of advisory fees waived.

Thanks to Splitit for sponsoring this episode. Split your payments and live big. Go to Splitit.com today.

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Posted in Budgeting, Life, Podcast | Comments Off on Top 10 Money Lessons From 2020 (That You Need to Know)

This Is How You Win At Open Enrollment Without The Stress | Meredith Ryan-Reid & Marsha Barnes

Have you ever hit the snooze button on open enrollment and just left your benefits as is? I know I have – but not this year. Open enrollment is the best time to change your health plan, enroll in new benefits, and make sure you’re set for next year. Not to mention, now is the best time to make sure your benefits are as pandemic proof as possible.

According to a new MetLife survey, Gen Z and millennial workers are lacking confidence when making decisions around their benefits, and it’s causing them to feel insecure about their finances, overall.  If you’ve ever had that sinking feeling that you don’t know if you’re in the right health plan, and had questions about the myriad of other benefits choices, this episode is for you.

Episode Guests

Meredith Ryan-Reid a Senior Vice President and head of MetLife’s Financial Wellness & Engagement organization, together with Marsha Barnes, a personal finance expert, financial social worker, commentator, and Founder of The Finance Bar have some great insight to move you from feeling insecure to I got this during open enrollment.

What You’ll Learn

  • How to select the benefits that are right for you
  • Ways to feel secure when you choose your benefits this year
  • How much time should you spend selecting your benefits
  • What should you do if you were laid off this year
  • Ways to save money when shopping for your benefits

Links

Podcast Sponsors

This episode is sponsored by Manscaped. Get 20% off + free shipping with the code MYMONEY at Manscaped.com.

Thanks to Splitit for sponsoring this episode. Split your payments and live big. Go to Splitit.com today.

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Posted in Budgeting, Career, Life, Podcast | Comments Off on This Is How You Win At Open Enrollment Without The Stress | Meredith Ryan-Reid & Marsha Barnes

What is Money To You…and What Do You Want It To Be? | Jedidiah Collins

What is money to you? It’s time to use your money to help you get where you want to be and time to let go of your money using you. But how do you practically do that? Jedidiah Collins, a former guest on our show, is back to share his story of pivoting from NFL career to Certified Financial Planner to author and speaker, understanding how to grow through hard times, and the power of asking yourself one simple money question that can forever change your life.

About Our Guest

JEDIDIAH COLLINS, CFP® is the Founder of Rookie to Veteran™ and Author of Your Money Vehicle. After being signed as an undrafted free agent in 2008, he played seven seasons in the NFL while studying for the Certification in Financial Planning in the off-seasons.
Today, Jedidiah’s mission is to empower students, athletes, and young professionals with the behaviors needed to eliminate the gap between the potential of their goals and the success they desire!

What You’ll Learn

  • How Jed went from NFL Veteran to a money expert
  • How to not only get through but grow through hard times
  • How to pivot in life when it feels challenging
  • Why you need a healthy money mindset
  • The power of setting goals…consistently
  • Why it’s ok to fail in your career and with your money
  • How to uncover your money story (and why it’s important)
  • How to figure out your money burn rate

Links

Episode Sponsor

This episode is sponsored by Manscaped. Get 20% off + free shipping with the code MYMONEY at Manscaped.com.

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How to Create the Ultimate Holiday Shopping Plan

In case you didn’t know, creating the ultimate holiday spending plan is actually the best gift you can give yourself this season. Well, that and some serious self-care because we all need a little TLC this year. Sure, 2020 looks a little different than last year or really any other year, but that doesn’t mean you still can’t enjoy a little holiday shopping. Let’s just do it with a plan so you can toast to 2021 without giving the evil eye to your holiday debt.

What You’ll Learn

  • Why Black Friday is changing this year and what you need to know
  • How a holiday shopping plan can save you a ton of money
  • The best apps and sites to save you money
  • How to pay off debt if you have some this holiday season
  • Why shopping small is important this year

Links

Episode Sponsor

This episode is sponsored by Manscaped. Get 20% off + free shipping with the code MYMONEY at Manscaped.com.

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Posted in Budgeting, Podcast | Comments Off on How to Create the Ultimate Holiday Shopping Plan

How To Create An Inspired Budget | Allison Baggerly

You want to change your life; you need a budget. Not a boring, you can’t do this and you can’t have that type of budget, but as our guest Allison Baggerly believes, you need an Inspired Budget. After all, a budget is about more than putting numbers on a piece of paper. An Inspired Budget is an access pass to your life…the one you want to live.

Meet Allison

Allison is a blogger, influencer, speaker, and the founder of Inspired Budget. As a teacher and small business owner, Allison combined her passion for teaching and finances to help others learn how to start budgeting. Since starting Inspired Budget in 2017, Allison has been able to retire as a teacher and take her desire to help others full time. Now she is helping women all over the world get started with budgeting when they feel lost and overwhelmed. She has built a tribe of over 100K Instagram followers that turn to her for budgeting advice and inspiration to save more than they ever imagined.

What You’ll Learn

  • What does it mean to have an Inspired Budget
  • Why the old budgeting rules don’t work
  • How Allison and her husband paid off $100K in debt just by budgeting
  • Why going through money seasons is ok and normal
  • Some of the top mistakes most people make with their budget
  • How to create a budget that works for your life

Links

Episode Sponsor

This episode is sponsored by Manscaped. Get 20% off + free shipping with the code MYMONEY at Manscaped.com.

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Posted in Budgeting, Podcast | Comments Off on How To Create An Inspired Budget | Allison Baggerly

Learn How to Invest as A Side Hustle & Achieve All Your Money Goals | Teri Ijeoma

“You don’t have to be rich, you just have to have enough to cover your bills.” Powerful words from Teri Ijeoma, the brains behind Trade and Travel. Getting good, and I mean really good, at trading stocks isn’t about being able to afford airplanes and Maserati’s, but it’s about learning a skill that can help you achieve so many money goals like paying off your student debt or just earning some extra cash to buy a house. Teri went from working in education and nonprofits to trading stocks, traveling the world, and teaching others like you and me how to do the same. This episode is all about the life-changing magic of learning how to invest in stocks.

About Teri

Teri Ijeoma began her professional career working in education and non-profits. When she started trading stocks nine years ago, she initially saw it as an opportunity to simply supplement her income. However, she was so successful with this side hustle that in 2017, she decided to quit her job, travel the world, and begin trading full-time. While traveling, Teri was constantly asked to show others how she was successfully trading in the stock market.

She set up and taught her first class in Thailand, her second in Vietnam, and had a fully-fledged curriculum created by the time she returned to the States. Teri now offers an online curriculum that shares her investing strategies with people all over the world. She also partners with organizations and companies to train and empower individuals to achieve financial freedom and build wealth through investing.

Teri received her Bachelor’s degree in Management Science from Massachusetts Institute of Technology (MIT) and her Masters in Media and Communications from Dallas Theological Seminary. She was named 2018 Entrepreneur of the Year by National Black MBA Association and was the Grand Champion of Teachable’s 2019 Creator Challenge. You can reach her on Instagram at @imaninvestor or online at itradeandtravel.com.

What You’ll Learn

  • Why investing is about more than fancy cars and airplanes
  • How your investing practice can help you achieve some big money goals
  • Teri’s story of going from education to owning her own business
  • How to pick a good company (aka, who is hiring)
  • How to avoid some common investing mistakes
  • The average day of a stock investor

Links

More Investing Episodes

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Can Your Mind Make You Broke (& How To Avoid It)

Can your mind make you broke? Have you ever made a money decision that you regretted later? I’ve made about a million of these over the years, but I’ve also learned how powerful your mind is when it comes to money. The real question is then, can you trick yourself into being broke or being wealthy.

We’ll uncover these answers and the most common money mindset traps in this reboot episode.

What You’ll Learn

  • The four negative mindset traps that can actually make you broke
  • How to recognize the mindset traps and what you can do to strategize against them
  • Why you need to define what success means to you and how that might be affecting your bank account
  • My own stories of powerfully connecting my health with my wealth and what I’ve learned
  • Why you should have your own version of the “24-hour” window before you make big purchases
  • How a “f**ck it bucket” can give you options in life when you need them the most

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