Podcast

Yes, You Can Invest Sustainably & Build Wealth | Sarah Bengtsson

Do you feel it? The tide is changing and that’s a good thing. You want more – you want to invest in companies focused on sustainability, doing good for the planet, companies that you believe in. Sustainable investing is the wave of the future and investing expert Sarah Bengtsson will show you how you can invest sustainably and build wealth at the same time.

Meet Sarah

Sarah is an investor and educator who teaches people how to build generational wealth that is sustainable both for themselves, and the planet.

Investing has never been more accessible than it is today, and even though the definition of sustainability is highly debatable, it gets easier when you start with asking yourself, “What do I actually care about?”.

Sarah has an MSc in Economics from Lund University and several years of experience working in the wealth management industry in both Sweden and Switzerland.

What You’ll Learn

  • What does it mean to invest sustainable
  • How to get started investing sustainably
  • Trends that are emerging in sustainable investing
  • What is an ESG rating and how do you find them
  • Money lessons to build sustainable wealth

Links

Episode Sponsors

Make it the year you finally cross life insurance off your list, and get protection for your loved ones. Go to Policygenius.com and get started. You could save 50% or more by comparing quotes and start the new year with one less thing to worry about.

Literati Kids is a subscription book club for kids ages 0 – 12 that sends 5 beautiful children’s books to your door each hand-picked by experts. Go to http://www.literati.com/mymoney for TWENTY-FIVE PERCENT OFF your FIRST TWO ORDERS and pick your kid’s book club gift today.

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Posted in Budgeting, Podcast, Saving | Comments Off on Yes, You Can Invest Sustainably & Build Wealth | Sarah Bengtsson

How to Be A Prepared Investor & Thrive During Any Crisis | Chris Manske

In Chris Manske’s new book, The Prepared Investor, he says “There’s a typical Wall Street response to any and all crises…keep your diversified portfolios in place, and someday, maybe years from now, investments will return to where they once were. This type of wait-it-out mentality implies there is no way at all to prepare.” So, the follow-up question is, how do you become a prepared investor ready for any storm that comes your way? Stay tuned and you’ll learn this answer and more in this must listen to the episode.

Meet Chris

Over his long investing career, Christopher Manske has helped many financial insiders including Wall Street analysts, retiring investment advisors, and federal judges. A United States Military Academy graduate, Manske has been praised, published, or quoted in The Wall Street Journal, Reader’s Digest, U.S. News & World Report, Forbes, and more. As a successful money manager and frequent media guest, his thoughts can be seen online at Yahoo! Finance, MSN.com, CEO World, and Strategic Finance. Manske was a keynote speaker for the AARP and has worked with leaders at companies such as Microsoft, Exxon, IBM, and many more.

What You’ll Learn

  • How to become a prepared investor
  • Why the investing world has told you to just hold on for years
  • The different types of crises and how to know which one you’re in
  • How to financially prepare for an upcoming crisis
  • The best money steps Chris thinks you need to take

Links

Episode Sponsors

Make it the year you finally cross life insurance off your list, and get protection for your loved ones. Go to Policygenius.com and get started. You could save 50% or more by comparing quotes and start the new year with one less thing to worry about.

Literati Kids is a subscription book club for kids ages 0 – 12 that sends 5 beautiful children’s books to your door each hand-picked by experts. Go to http://www.literati.com/mymoney for TWENTY-FIVE PERCENT OFF your FIRST TWO ORDERS and pick your kids’ book club gift today.

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Posted in Budgeting, Life, Podcast | Comments Off on How to Be A Prepared Investor & Thrive During Any Crisis | Chris Manske

Stop Making Other People Rich | Ryan Sterling

Have you ever stopped to think about the money decisions you make and whether they are making you rich or other people rich? That is an eye-opening question, and to be honest, you’re probably in the same boat as most everyone else. You are a consumer and not an owner. So how do you make that very important shift? In this episode, Ryan Sterling, author of the book You’re Making Other People Rich, stops by for a chat that will redefine how you look at your money.

Meet Ryan

Ryan Sterling is the founder of Future You Wealth, a successful wealth manager and sought after wealth coach, TEDx speaker, and published author of “You’re Making Other People Rich”. As a financial advisor, he challenges and inspires people to live life on their terms by taking accountability and action over their wealth.

Ryan has personally worked with thousands of people to help go from being a consumer of “stuff” to an owner of capital and life on their terms.

What You’ll Learn

  • The biggest reason you need to shift from consumer to owner
  • How to begin to become an owner
  • Smart money moves to make right now
  • How much of your money situation is a choice
  • Ways to embrace abundance in your daily life
  • Insider’s secrets from Ryan’s book, You’re Making Other People Rich

Links

Episode Sponsors

Make it the year you finally cross life insurance off your list, and get protection for your loved ones. Go to Policygenius.com and get started. You could save 50% or more by comparing quotes and start the new year with one less thing to worry about.

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Posted in Life, Podcast | Comments Off on Stop Making Other People Rich | Ryan Sterling

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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8 Small and Affordable Money Steps to Take Right Now

I’m going to keep this simple. Money doesn’t always have to be used for expensive purchases or saved to pay off emotionally charged debt like student loans. Sometimes, money can be used for simple, easy to accomplish money steps. In this episode, I’m giving you 8 small and affordable money steps you can take right now.

What You’ll Learn

  • Why small steps can make a big difference
  • #1 thing you can do with your money to help someone (and not spend a penny)
  • Why you need a Me December
  • Dates to set on your calendar next year to get your money in check
  • How to end the year letting money know exactly what you think of it

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 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.

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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Posted in Podcast | Comments Off on 8 Small and Affordable Money Steps to Take Right Now

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.

SUBSCRIBE & SHARE

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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

The Insiders Secrets to Know Your Value, Master Negotiation, and Take Back Your Life and Career Next Year | Jacqueline Twillie

Are you looking at your career this year and thinking it just isn’t riding on the fast lane as you had hoped? You’re so not alone. This year has been rough on many careers and salaries, not to mention working at home juggling your partner’s weird snack breaks and your neighbor who likes to run the lawnmower just when you’re hopping on a Zoom call. But I don’t want you to stay stuck.

Jacqueline Twillie is back to share the insider secrets to know your value (aka how to fatten up your paycheck), master negotiation (without breaking out in a sweat), and take back your life and career next year.

Meet Jacqueline

When it comes to career advice, Jacqueline is my go-to. She’s been on the show a few times and is an auntie, latte lover, President of ZeroGap, passionate about ending the wage gap, 2 times best selling author, and a Saints fan. She’s coined the phrase, Nah, I know my value, and in this episode, she’s going to teach you how to know your value as well to earn more and live better.

What You’ll Learn

  • How to truly know your value
  • What we get wrong with knowing our value
  •  Ways to communicate your value to your boss or potential hires
  • 5 lies about negotiation that are keeping you stuck
  • Jacqueline’s insider secrets to earning more and living better
  • How to negotiate for expenses when you work from home

Links

Episode Sponsors

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 Career, Podcast | Comments Off on The Insiders Secrets to Know Your Value, Master Negotiation, and Take Back Your Life and Career Next Year | Jacqueline Twillie

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.

SUBSCRIBE & SHARE

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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.

SUBSCRIBE & SHARE

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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

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