Coffee and Coin Podcast
462 episodes - English - Latest episode: 7 days ago -Ready to take charge of your financial future? Coffee & Coin is your go-to resource for financial education and honest money conversations that women don’t get anywhere else. Allegra Moet Brantly is the Founder & CEO of Factora, a company on a mission to lead 1 million women to $1 million in net worth. Her specialty? Breaking down complex personal finance and investing topics into easy-to-understand, actionable strategies. Tune in to learn how to put your money to work and reach financial freedom well before you’re 65. Plus, get inspired by other women’s investing journeys and money wins.
Want to learn more about Factora? www.factorawealth.com
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Episodes
179. How Sarah B. Knocked 25% Off Her Mortgage in Just 2 Years
April 11, 2024 12:00 - 27 minutes - 38 MBWant to pay off your mortgage in 10 years instead of 30? In this episode, Sarah B.L. shares the nitty-gritty details of how she paid off 25% of her mortgage in just two years—and how she's on track to pay off her 30-year mortgage in just 10 years. She explains why this decision was the right choice for her family, the difference between good debt and bad debt, and how talking about money made her a more confident investor. LISTEN TO LEARN 04:00 - Financing Her First Home 10:30 ...
178. How to Make the Most Out of Your IRA
March 28, 2024 12:00 - 33 minutes - 32.8 MBDid you know that you have until April 15th, 2024, to contribute to your 2023 IRA? If you haven't maxed yours out yet, this episode will share everything you need to know about making the most out of your IRA. Allegra and Whitney explain everything you need to know about the difference between Roth and Traditional IRAs, the restrictions on contributing to and withdrawing from IRAs, and why IRAs are great investments. LISTEN TO LEARN What an IRA is, and why you may want o...
177. Wealth Management 101: Taylor R. & Allegra Break It Down
March 14, 2024 12:00 - 30 minutes - 42 MBFeeling lost in the maze of financial tools and platforms? Curious about how others structure their finances for success?" In this episode, Tay and Allegra reveal the ins and outs of their finance game, sharing the ins and outs of their account setups and the nifty tools that keep them sharp. From daily checks to annual overhauls, you'll discover how they effortlessly stay on top of their finances. LISTEN TO LEARN 04:07 - Taylor’s Account Breakdown 07:47 - Lifestyle Analysis ...
176. Real Estate Partnerships 101: Building Wealth Together
February 29, 2024 13:00 - 51 minutes - 71 MBAre you hesitant about mixing business with friendship? Waiting to find your forever partner before purchasing a home? In this episode, serial real estate investor Stef shares her journey of blending business with pleasure and harnessing the power of partnership to grow her real estate portfolio to an impressive 19 properties! Whether considering investments with friends, family, or both, this episode provides the insights and guidance necessary to confidently and clearly navigate the ...
175. How Modern Women Are Building Million-Dollar Net Worths
February 15, 2024 13:00 - 56 minutes - 78.2 MBCurious about what it takes to start your own side hustle or invest in startups? Are you ready to unlock the secret to building a seven-figure net worth? In this episode, we're sharing a recording from our January Community Event, where three Wealth Circle graduates joined Allegra to share their transformative journeys and strategies, including a remarkable transition from a $62K salary to an impressive $200K a year and another inspiring tale of a net worth leap from $60K to a staggering $...
175. How Modern Women Invest to Build Wealth
February 15, 2024 13:00 - 56 minutes - 78.2 MBCurious about what it takes to start your own side hustle or invest in startups? Are you ready to unlock the secret to building a seven-figure net worth? In this episode, we're sharing a recording from our January Community Event, where three Wealth Circle graduates joined Allegra to share their transformative journeys and strategies, including a remarkable transition from a $62K salary to an impressive $200K a year and another inspiring tale of a net worth leap from $60K to a staggeri...
174. How to Build a Million-Dollar Net Worth
February 01, 2024 13:00 - 58 minutes - 80.4 MBIs it ever too late to start investing? Can understanding your 401k really make a difference in your financial future? In this episode of Coffee and Coin, our Founder & CEO Allegra breaks down how she built a million-dollar net worth in less than 5 years while making $75K/year. (And guess what? Factora's 2024 Wealth Circle is your ticket to do the same.) LISTEN TO LEARN 09:00 - Allegra's Story 19:00 - What Is Financial Freedom? 24:30 - Factora's Financial Framework 28:0...
173. Why Waiting to Invest Could Cost You Big: Unveiling Stock Market Secrets
January 25, 2024 13:00 - 44 minutes - 61 MBEver felt overwhelmed by the idea of stock market investing? In this episode of Coffee & Coin, Allegra and Whitney dive deep into the world of stock market investing. They explore why waiting to invest can be a costly mistake, break down the mechanics of market cycles, and discuss how dollar-cost averaging can transform your investment strategy. Learn about managing risk, ignoring the sensational news, and the power of starting now! LISTEN TO LEARN 05:55 - Why You Should Invest...
172. Net Worth Diaries: How Liz B. Doubled Her Small Business Revenue in 1 Year
January 18, 2024 13:00 - 49 minutes - 67.4 MBEver wondered how to grow your net worth while juggling multiple roles? Join us in this inspiring episode of Coffee & Coin where Liz B shares her incredible journey as a small business owner and creator. She went from balancing three part-time jobs to doubling her business revenue in just one year. Liz’s story is a testament to the power of financial education and mindset. Get ready for insights on overcoming financial shame, embracing entrepreneurship, and the importance of community...
171. Net Worth Diaries: How Cris V. went from -$62K to $205K in 3 Years
January 04, 2024 12:00 - 45 minutes - 61.9 MBAre you working to increase your net worth in 2024? Tune in to this eye-opening episode, where we delve into Cris V's inspiring journey from having a negative net worth to building substantial wealth. Cris shares her candid experiences in navigating the tech world, making calculated risks in real estate, and the life-changing impact of the student loan pause. Plus, the importance of aligning career choices with your personal values, not just the paycheck. This episode is packed ...
170. Factora Round-up: The Gender Pay Gap & 2024 Tax Strategies
December 21, 2023 12:00 - 48 minutes - 66.5 MBIn this episode, we're tackling crucial topics like the gender pay gap, the realities of salary negotiation, and the impact of maternity leave on women's earnings. Plus, we're diving into the 2024 tax bracket changes and how they affect your wealth-building journey. Whether you're navigating salary negotiations or optimizing your tax strategy, this episode is packed with valuable insights to help you increase your net worth. LISTEN TO LEARN 02:30 Debunking the Gender Pay Gap M...
169. WTF is an HSA? Grow Your Wealth with a Health Savings Account
December 07, 2023 13:00 - 40 minutes - 55.1 MBWelcome to another episode of Coffee & Coin, where we're on a mission to lead 1 million women to $1 million in net worth! Join Allegra and Whitney as they explore the intricacies of HSAs and share valuable insights on leveraging these accounts for significant tax savings and investment opportunities. Whether you're a seasoned investor or just starting out, this episode is packed with practical advice to help you make informed decisions about your financial well-being. LISTEN TO LEA...
168. Net Worth Diaries: How Sarah P. 3X Her Investment Rate
November 21, 2023 14:00 - 31 minutes - 44.2 MBEver wondered how joining a wealth circle could transform your financial journey? Curious about the real-life impact of intentional investing? On this episode of Net Worth Diaries, Sarah P. takes us on a captivating journey from low-paying non-profit jobs to doubling her salary and investing rate. As a facilitator in the Wealth Circle, she delves into her fulfilling career and the importance of making financial moves aligned with your interests. Listen to hear: Getting over the fear of ...
167. Unlocking Financial Freedom: How to Calculate Your Retirement Number
November 09, 2023 13:00 - 54 minutes - 80 MBAre you dreaming of early retirement and financial freedom? Wondering how to calculate the magic number that can make your dreams a reality? In this episode, Whitney and Allegra demystify the 4% rule, explore various asset classes for generating passive income in retirement, and craft a clear roadmap for you to seize control of your financial future. Listen to hear: How to calculate your retirement number The 3% rule vs the 4% rule How to conduct a lifestyle analysis Real-life exa...
166. How to Stand Out in a Competitive Job Market and Increase Your Salary
October 26, 2023 13:00 - 52 minutes - 72.5 MBAre you looking for a new job or thinking about switching careers? Do you want to earn more at your current company? In today's episode, Allegra is joined by two recruiting and salary negotiation experts who are passionate about helping women level up their careers, secure leadership roles, and earn more at work. Listen to learn how to: Create a customized job search plan Effectively research roles & companies Build your personal brand Submit applications that get noticed Ide...
165. Financial Self-Care: Savings, Investing, and Smart Spending Habits
October 12, 2023 13:00 - 50 minutes - 46 MBAre you wondering when's the right moment to dive into saving and investing? Ever thought about how you can just sit back and watch your money grow effortlessly in a brokerage account? In today's episode, the Factora team is diving deep into the realm of financial self-care, exploring how daily habits and practices play a crucial role in shaping your financial future. Liz, Taylor, and Allegra cover everything from savings buckets, value-based spending, and the divide-and-conquer approach t...
164. September Round-Up: Airbnb Bans and Girl Math
September 28, 2023 13:00 - 43 minutes - 40.8 MBHave you found yourself calculating the cost per wear to justify the price of expensive clothes?Curious how Airbnbs are affecting the housing market? Allegra, Whit, Pam, and Steph are back for the September round-up. They’re sharing their thoughts on the impact of Airbnb bans and the pros and cons of using “Girl Math” when making purchases. What you’ll learn: The impact of Airbnb saturation on hosts, local communities, and housing affordability What “Girl Math” is Our personal exper...
163. WTH is an IRA?
September 14, 2023 13:00 - 33 minutes - 32.8 MBLooking for a way to contribute more to your retirement savings beyond your 401(k)? Are you unsure if a Roth IRA or Traditional IRA is better? In this episode, Allegra and Whitney are doing a deep dive into IRAs. They’re breaking down everything you need to know about the difference between Roth and Traditional IRAs, restrictions for contributing to and withdrawing from IRAs, and why IRAs are great to have in your portfolio. Listen to hear: What an IRA is and why you may want one even...
163. WTF is an IRA?
September 14, 2023 13:00 - 33 minutes - 32.8 MBLooking for a way to contribute more to your retirement savings beyond your 401(k)? Are you unsure if a Roth IRA or Traditional IRA is better? In this episode, Allegra and Whitney are doing a deep dive into IRAs. They’re breaking down everything you need to know about the difference between Roth and Traditional IRAs, restrictions for contributing to and withdrawing from IRAs, and why IRAs are great to have in your portfolio. Listen to hear: What an IRA is and why you may want one even...
162. Net Worth Diaries: How Taylor R. went from $0 to $301K in 4 years
September 07, 2023 13:00 - 49 minutes - 45.2 MBDid you get a degree you don’t want to pursue a career in anymore? Are you curious how to build your wealth with multiple income streams? In this episode, Allegra is joined by Factora’s Head of Marketing and Wealth Circle alum, Taylor R. They’re diving into how she grew her net worth by over $300K in just under 4 years, a breakdown of her income streams, and the numbers behind it all. Listen to hear: A look inside her income streams and current annual income How she is making over ...
162. Net Worth Diaries: From $0 to $301K in 4 years
September 07, 2023 13:00 - 49 minutes - 45.2 MBDid you get a degree you don’t want to pursue a career in anymore? Are you curious how to build your wealth with multiple income streams? In this episode, Allegra is joined by Factora’s Head of Marketing and Wealth Circle alum, Taylor R. They’re diving into how she grew her net worth by over $300K in just under 4 years, a breakdown of her income streams, and the numbers behind it all. Listen to hear: A look inside her income streams and current annual income How she is making over ...
161. Net Worth Diaries: How Kelly B. Went From $63K to $614K in 3 years
August 31, 2023 13:00 - 43 minutes - 40.7 MBWhat are your net worth goals and how are you working towards them? Are you surrounding yourself with a community that inspires you to reach your financial goals? Allegra is chatting with Wealth Circle alum, Kelly B. about the huge changes she has experienced since joining the Wealth Circle in February 2020. She’s sharing all the details about what her numbers were before the Wealth Circle and what they are now, how she spends in alignment with her values, and how she plans to reach her ...
161. Net Worth Diaries: How a Principal Product Manager Went From $63K to $614K
August 31, 2023 13:00 - 43 minutes - 40.7 MBWhat are your net worth goals and how are you working towards them? Are you surrounding yourself with a community that inspires you to reach your financial goals? Allegra is chatting with Wealth Circle alum, Kelly B. about the huge changes she has experienced since joining the Wealth Circle in February 2020. She’s sharing all the details about what her numbers were before the Wealth Circle and what they are now, how she spends in alignment with her values, and how she plans to reach her ...
160. August Round-Up: Mortgage Rates and the Spending Power of Women
August 24, 2023 13:00 - 54 minutes - 49.1 MBAre you holding off on buying a home because of the current mortgage rates? Have you ever felt influenced by targeted ads while scrolling on Instagram? Allegra, Steph, Pam, and Whitney are sharing some insight on the current mortgage rates and real estate market and how values based spending helps prevent excessive consumerism. Listen to hear: How the current mortgage rates are affecting the real estate market and what opportunities are available in the current market The impact Ta...
159. Allegra’s Q3 Accountability Meet-Up: Personal Responsibility, Real Estate Optimization, and Multiple Streams of Income
August 17, 2023 13:00 - 49 minutes - 45.4 MBDo you have someone who pushes you to expand different areas of your life? Why is having an accountability partner key to growing your wealth? In this episode, Allegra and her investie, Steph, are checking in for another accountability meet-up. They’re diving into their recent real estate moves, the importance of having multiple streams of income, and how Steph used a HELOC to buy her dream home. What you’ll learn: How Steph is optimizing her real estate assets to bring in more income...
158. Ask Me Anything: Wealth Circle Edition
August 10, 2023 13:00 - 32 minutes - 31.8 MBTired of living paycheck to paycheck even with a great salary? Curious about the investment strategies that can help you build long-term wealth? The Fall Wealth Circle is officially open for enrollment—and we’re already 54% full! If you’re ready to join an amazing community of women who want to make big financial changes, then we can’t wait to meet you! Still wondering if the Wealth Circle is right for you? Join Allegra as she spills all the details on the most common questions we get ab...
157. How to Get the Most Out of Your 401(k)
August 03, 2023 13:00 - 48 minutes - 39 MBAre you taking full advantage of the tax breaks offered by your 401(k)? Do you have 401(k)s from previous jobs that you don’t know what to do with? In this episode, Allegra and Whitney deep dive 401(k)s and lay out what you need to know to maximize your retirement savings by breaking down tax advantages, vesting schedules, and withdrawal restrictions. You’ll learn: What a 401(k) is and what the benefits of a 401(k) are What ‘tax-advantaged’ means and why you should care The differ...
156. July Round-Up: Pregnancy in the Workplace and the Gender Investment Gap
July 27, 2023 13:00 - 54 minutes - 49.3 MBHave you ever felt hesitant about sharing your plans to start a family with your employer? Are you getting the most out of your company’s 401K? Allegra, Whit, Pam, and Steph are digging into the challenges of having a child in America, how new laws are helping pregnant women in the workplace, and how to decrease the gender gap in 401K balances in this month’s round-up. You’ll learn: What the Pregnant Workers Fairness Act is Why it is so difficult for working women to have children in ...
155. From Corporate Career to Opening a Food Truck Park with Anny F.
July 20, 2023 13:00 - 47 minutes - 43.7 MBHave you experienced the freedom of entrepreneurship, only to find yourself back in the corporate world? Does working to fulfill someone else's dream leave you motivated to pursue your own dream again? Allegra is chatting with Anny about her journey from corporate tech sales to thriving food truck park owner. She’s spilling all the details of the challenges, set-backs, and risks it took to bring her vision to life. You’ll learn: Why Anny decided to pursue full time entrepreneurship ev...
154. Who Should Work With a Financial Advisor
July 13, 2023 13:00 - 45 minutes - 42.2 MBAre you maximizing the benefits of working with a financial advisor? Is the financial advisor recommended by your parents not serving you? Is working with a financial advisor necessary to achieve your financial goals? Allegra & Whit discuss the pros and cons of working with a financial advisor, Whit’s take on working with her financial advisor, and why every #wealthywoman should know how to invest. You’ll learn: What fees are associated with working with a financial advisor When you ...
153. Travel Hacking 101: How to Travel More and Spend Less
July 06, 2023 13:00 - 58 minutes - 47.2 MBDo you wish you could travel more while still prioritizing money towards your financial goals? Want to make the most out of your PTO without breaking the bank? During our June Community Event, we teamed up with Lindsay of @onegirlwandering to teach you how to maximize your experiences when traveling by creating a budget that works for you and making the most out of credit card and loyalty points. You’ll learn: Why being flexible is important when looking for the best travel deals H...
152. How to Choose the Right Saving & Investing Accounts for Your Goals
June 29, 2023 13:00 - 48 minutes - 44.7 MBDo you have cash just sitting in a traditional savings account? Do you have a sneaky feeling that there might be a better option? Are you ready to grow your investing strategy, but aren’t sure which account type makes sense for you? In this clip from our webinar, “Where to Invest First,” Whitney breaks down the types of accounts every #WealthyWoman needs and how to create a financial system that puts your money to work. In this episode, you’ll learn: The benefits and drawbacks of d...
151. June Round-Up: Rethinking Financial Milestones and Riding the Stock Market Waves
June 22, 2023 13:00 - 48 minutes - 39.6 MBHave you been told that your generation doesn’t work as hard as the previous generations? Are you questioning if starting a family or buying a house is right for you? Allegra, Steph, Whit, and Pam are back with another round-up and are sharing their thoughts on outdated norms and the emotional side of long term investing. Listen to hear: Our thoughts on marriage, having children, and what we are prioritizing at this point in our lives Why younger generations are no longer set on r...
150. Lessons for a More Financially Empowered Life
June 15, 2023 13:00 - 25 minutes - 21.3 MBWhat hard financial lessons have you learned that you wish you would have figured out sooner? In this listener favorite episode, Allegra offers eight pieces of wisdom for how to live a happier, healthier, more financially empowered life. She also touches on the hard lessons she learned in her twenties, and how Factora fits into her vision of a purpose-driven life. A sneak peek at Allegra’s learnings: If you think you can, you can The best way to increase confidence is to decide and d...
149. Intentional Money Systems with Jules Acree
June 08, 2023 13:00 - 58 minutes - 47.7 MBHave you ever thought about leaving your 9-5 and starting your own business, but aren’t sure what it would actually look like financially? In this episode, Allegra chats with digital content creator and YouTuber, Jules Acree about her intentional pursuit of wealth building and how she went from a corporate job to a multi-six-figure business owner with 7 (yes 7!) income streams. What you’ll hear: Jules’ biggest money wins and learnings How she got started as a digital content creator...
148. Let’s Talk Wealth: How Modern Women Invest Their Money
June 01, 2023 13:00 - 57 minutes - 52.2 MBWant to travel the world? Retire when you’re 40? Design and build your dream home? Start your own business? Investing can help get you there. But where do you start and what should you be investing in? The truth is, there’s no one-size-fits-all approach to investing, but the more you talk about building wealth, the more creative you’ll be able to get. And the more results you’ll actually see. During this episode you'll hear from 3 women who invest in the stock market, real estate, and ...
147. May Round-Up: Job Security and a New Trend Amongst Single Moms
May 25, 2023 13:00 - 55 minutes - 44.9 MBWhat steps should you take to prepare for a potential layoff? What are the possible financial and social benefits of co-living with other single parents? We’re digging into both in this month’s round-up. What you’ll learn: The rising concern of job security and how to prep for possible job loss The pros and cons of sharing a living space + responsibilities with another single parents How the idea of co-living in America is drastically different than in other countries Our recent mon...
146. Motherhood and Finances
May 18, 2023 13:00 - 50 minutes - 40.9 MBDid you know the average cost of raising a child in the U.S. is $230,000? In this episode, Allegra chats with two Factora women about how they prepared financially to have kids, how their finances have changed since having kids, and how each of them is approaching working with children and childcare. What you’ll learn: The costs involved with childbirth and childcare How these women prepped for income changes once their babies arrived Different ways they're setting up their children...
145. How to Choose Index Funds
May 11, 2023 13:00 - 41 minutes - 33.6 MBSo you’re investing in index funds, but do you know how to select them based on your risk tolerance? In this episode, Allegra and Whitney dive into what index funds are, why they’re beneficial to your portfolio, and how to choose your index funds. What you’ll learn: What index funds are and their benefits The steps to take before buying an index fund How to determine your current risk tolerance (and how it changes over time) How to select index funds based on your risk tolerance Wha...
144. Allegra’s Q2 Accountability Meet-Up: Real Estate Investments, Paper Assets, and Business Goals
May 04, 2023 13:00 - 51 minutes - 41.9 MBWhy is having an accountability partner so important in reaching your financial goals? Allegra and her investie, Steph, are back with their Q2 accountability meet-up. They’re chatting about their recent and potential real estate investments, how their paper assets are doing, and their business goals for the rest of 2023. What you’ll learn: What financial freedom means to Allegra and Steph Allegra’s potential investment property and Steph’s recent real estate investments Their current i...
143. How to Plan a Destination Wedding in Alignment with Your Values
April 20, 2023 13:00 - 46 minutes - 38.2 MBThinking about your future wedding and wondering if it’s really worth it to spend $30K+ on a single day? In this episode, Allegra chats with Wealth Circle Alum, Savannah B., who shares how she saved tens of thousands of dollars by having a micro wedding in Japan—and how spending less on the wedding has helped her and her husband reach their financial goals sooner, rather than later. What you’ll learn: What inspired her to have a micro wedding instead of a traditional wedding Why this dec...
142. How to Build a Rental Property for Less Than You Think
April 13, 2023 13:00 - 58 minutes - 80.3 MBEver thought about building your own investment property, but worried about how much it could cost? In this episode, we talk with Chloe and Valerie, two Factora women turned real estate investment partners, who are proof that building your dream rental property may be more affordable than you think. What you’ll learn: How they formed their real estate partnership How much money they had to bring to the table to buy the lot, design and build How they designed the property to create 6...
141. How to Do a 401(k) Rollover and Stop Leaving Money on the Table
April 06, 2023 13:00 - 44 minutes - 41.6 MBEver wondered how to do a 401(k) rollover? Many people leave jobs and forget about their retirement plans: leaving 24.3 million 401(k) plans totaling $1.35 trillion in assets on the table. Knowing how to handle your “old” 401(k) plans is key to making sure your retirement funds can keep growing without interruption. During this episode, we're sharing the recording from our March Community Event on how to do a 401(k) rollover. What you'll learn: How much a forgotten 401(k) could be costi...
140. March Round-Up: Bank Failures and Another Year without a Shrinking Pay Gap
March 30, 2023 16:27 - 53 minutes - 49.7 MBThis week, Allegra is joined by three Factora women - Whitney, Pam, and Steph - for our first-ever monthly round-up. During the last week of each month, we'll be chatting with this panel of women about what's going on in the world and in our wallets. Tune in this week to hear their perspectives on the Silicone Valley Bank failure and another year without a shrinking pay gap. Plus, the financial goals they're each working towards. Download our FREE financial framework workbook > Learn m...
139. Buying 10 Houses in 10 Years with Liz P.
March 23, 2023 12:00 - 39 minutes - 55.1 MBWant to retire in your 40s but have no idea how to get there? In this episode, Allegra chats with Facotra's Community Manager, Liz P, about her plan to reach financial freedom by the time she's 45 by purchasing 10 houses in 10 years. Listen to hear: How she came up with this goal The steps she took to get started The creative ways she plans to purchase each house How much she's hoping to cashflow from each property RSVP for How to do a 401(k) and Stop Leaving Money on the Table ...
138. How to Start a Business While Keeping Your Full-Time Job
March 16, 2023 14:40 - 45 minutes - 63.5 MBHave you thought about starting a business but are afraid to leave your 9-5 before you know it can make you enough money? At Factora, we talk a lot about the importance of having multiple income streams and how the wealthiest people are often business owners. In this episode, we hear how Carlyle built a 53-acre retreat space in Texas while continuing to work in tech—and her plan to eventually go full-time in her business. What you’ll learn: How she came up with her business idea and got s...
137. Why "Socially Responsible" Investing is Too Good to Be True
March 09, 2023 13:00 - 39 minutes - 54.3 MBSo you’ve heard of socially responsible investing, but do you really know what it means or how companies earn the label of “responsible”? In this episode Allegra and Whitney dive into why these types of funds are so appealing and why they’re really too good to be true. They discuss: - What ESG funds are and why more women than men are interested in investing in them - How companies use socially responsible investing in their marketing and PR - What people inside the industry are re...
136. Allegra & Jake: Financial Transparency & Becoming Millionaires
March 02, 2023 13:00 - 34 minutes - 32.3 MBAllegra & Jake met during SXSW in 2017 at a crossroads in their own personal financial journeys. Since then they've been building their life and wealth together—and today they’re officially millionaires. In this episode they discuss: What their earliest money conversations were about How it feels to have crossed the million-dollar net worth mark The financial decisions, sacrifices, and strategies that helped them get here in just 5 years Why they value financial transparency and how t...
135. Tax Saving Tips for Investors and Business Owners
February 23, 2023 13:00 - 1 hour - 59.2 MBTaxes are one of our biggest lifetime expenses. They impact our cash flow, investments, properties, and businesses…not to mention our overall net worth. While they may spark *dread* instead of joy, they still deserve our time and attention—because understanding different strategies to lower your annual tax bill can really add up over time. Today's episode is a recording from our February community event with Candace Galiffa, a Certified Public Accountant and Owner of NewWay Accounting—she ta...
134. How to Create a Cash-Flowing Airbnb with Partners
February 16, 2023 20:33 - 46 minutes - 43.6 MBWhile getting started in real estate has a higher barrier to entry (read: price tag) than getting started in the stock market, there are so many creative ways to lower that cost. In this episode, Allegra interviews three Factora women who have teamed up to create not one, but two cash-flowing Airbnbs in Austin, TX. Listen to hear the different roles each woman played and the numbers behind it all. Ready to find an Investie of your own? Join the Wealth Circle Waitlist. Listen to the Inve...