Her Money Story Podcast artwork

Her Money Story Podcast

17 episodes - English - Latest episode: about 2 years ago - ★★★★★ - 1 rating

Her Money Story Podcast is about helping women to start building a path to financial freedom.

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Episodes

EP17: 3 Ways Women Hold Themselves Back with Money Mindset

March 15, 2022 05:00 - 3 minutes - 5.69 MB

Financial freedom is within your reach, but what's keeping you from pursuing it for you and your family? I want to talk to you about the three ways women hold themselves back as far as money is concerned. Key points covered in this episode:  ✔️Women hold back when money is concerned because of these lies we tell ourselves.  The first lie we tell ourselves is that "we're lazy", and that's why we're not doing what we need to. Second, "we're crazy" for even trying to go after a big goal. ...

EP16: 3 Ways to Build Financial Freedom Income

March 01, 2022 16:44 - 2 minutes - 5.31 MB

We cannot hold our future hostage to continuous inflation, crisis and economic instability. My friend, it's time to build the path towards financial freedom right now, regardless of where you are in your wealth-building journey. Learn 3 Ways to Build Financial Freedom Income  Key points covered in this episode:  ✔️#1 Create a business around your expertise. I'm a financial planner, so my expertise is financial planning. So I want you to think about what's your thing and figure out whet...

EP15: Estate Planning in 2022: Is Your Family Protected? with Portia Wood

February 01, 2022 05:00 - 32 minutes - 29.5 MB

Today’s topic is something people often avoid: estate planning.  I was recently meeting with a new client and her fiance. As I was reviewing their current planning, I discovered that they hadn’t started talking about their estate planning. No one likes talking about what happens after they pass away. But the reality is that we all need to ensure our assets go to the right hands. In this episode, Portia Wood gets into the nitty-gritty of the concerns and circumstances of creating wills,...

EP14: The Secret Shame of Money Mistakes with Katherine Lankford

December 15, 2021 18:32 - 46 minutes - 42.6 MB

Today, we will talk about a rarely discussed topic: the intersection of money and shame.  I first got interested in this when I read an article in 2016 by Neal Gabler in the Atlantic titled "The Secret Shame of the Middle-Class", as it resonated with me both professionally and personally.   I've had my share of making shameful mistakes in my own finances, and, similarly, my clients and prospects too beat themselves up for it. In this episode, we get raw and real with Katherine Lankford...

EP13: The Accidental Millionaire with Michael Dillard

November 02, 2021 15:26 - 40 minutes - 37.3 MB

There is more than one way to become successful and to achieve the dream of becoming a millionaire! In this episode, I am excited to share my inspiring conversation with the accidental millionaire, Michael Dillard. Raised by a single parent and living a portion of his life in poverty, he now teaches the new generation the wisdom he earned about creating money and building generational wealth.  Tune in to and learn more in this new episode of Her Money Story —The Accidental Millionaire with...

EP12: Beyond Financial Freedom Is Sovereignty with Deana Denton

October 06, 2021 20:53 - 57 minutes - 52.3 MB

Many of my clients and the listeners of this podcast aspire to be financially free. But my guest Deana Denton says that what we should dream and work for is SOVEREIGNTY. So today, we will dive deep into this concept and what it means for you today, and what is possible if you expand your vision of what TRUE FREEDOM could mean in your life. Key points covered in this episode:  ✔️ We are looking at a future where the power lever will be moved from governments to individuals. This is the in...

EP11: The American Dream with Sophal Pettit

September 28, 2021 20:12 - 35 minutes - 32.9 MB

It's time to discover your true purpose for money by transforming your investing experience. This is the passion that Sophal Pettit lives for. She is a wife, mother, coach, and co-founder of CSP Financial Group. A survivor of the Cambodian Killing Fields, Sophal is very passionate about helping people get what it means to be free and purposeful around money. She is living her American Dream and is taking a stand for others to do the same.  Join us in an insightful and powerful conversation...

EP10: Cryptocurrency For Beginners: Should You Invest Or Not? with Nicky Shah

September 22, 2021 15:58 - 47 minutes - 43.7 MB

Cryptocurrencies have been promoted as a way to democratize the finance world and include more diversity.   In this episode, crypto investor Nicky Shah shares her 20 years of experience as an investor and shares the ins and outs of crypto before deciding if you will add it to your investing mix. Cryptocurrency For Beginners: Should You Invest Or Not? ▶️ Key points covered in this episode:  ✔️ A recent CNBC/Acorn survey found that twice as many men and women invest in crypto as women,...

EP09: Biden Tax Plan with Taunee English

September 14, 2021 05:00 - 37 minutes - 34.1 MB

President Biden's plan for inherited real estate will impact more families than we think. Realtor Taunee English sounded the alarm that the unintended consequences of the administration's proposals would significantly affect the hardworking middle class.   Key points covered in this episode:  ✔️The proposed tax law changes only apply to those individuals whose income is above $1million, which only affects .03 percent of the US population. But buried in those tax law changes are pressing ...

EP08: 5 best questions to ask a financial planner - PART 2

September 07, 2021 17:21 - 12 minutes - 11.2 MB

How do you pick the best financial adviser for you? What are the questions essential to evaluate who can help you best in managing your finances? In the previous episode, we talked about doing things differently from what you would typically think. I was telling you what skills to vote for, designations to look for, and questions you should be asking to determine if they're a good fit for you and whether or not you are a good fit for them. Key points covered in this episode:  ✔️ Work wit...

EP07: 5 best questions to ask a financial planner ( to see if she is a good fit)

August 31, 2021 05:00 - 11 minutes - 10.9 MB

If you consider establishing a relationship with a financial planner, there are the fundamental and best questions to determine if they're a good fit for you. Determine the qualities that you want from that ideal person to suit your needs.  Key points covered in this episode:  ✔️ The first and easiest question to ask is WHO DO YOU HELP? When you ask that question, you can see if their experience works for you. If it doesn't sound like they're talking to you, then move on. Just because th...

EP06: How to Recover From The 5D's with Janine "JJ" Conway

August 24, 2021 05:00 - 44 minutes - 40.6 MB

As you are sitting and reading this now: think about a friend, a sister, an aunt, or mom, and every other woman inside and outside of your immediate circles who you've seen undergo so much struggle. Whether it's getting divorced, getting downsized, experiencing a major illness, becoming too disabled to work, and finally, dealing with death — these five areas often come as a surprise and wreak havoc on the unprepared and unprotected.  In this episode, I share the screen with financial plann...

EP05: Should I Use A Financial Advisor?

August 17, 2021 05:00 - 8 minutes - 7.66 MB

It appears you have to pick a side about just about everything, even with money matters. Now, do you belong to the done-for-you group, or are you with the do-it-yourself camp when it comes to your finances? The good news is you don't have to pick a side! In this episode, I discuss three ways you can do financial planning and identify the steps. Key points covered in this episode:  ✔️ The DIY approach works really well when...  your funds are limited and your needs are simple. A couple of...

EP04: What Is The Transformation I Want For Women?

August 10, 2021 05:00 - 3 minutes - 2.82 MB

Are you stuck feeling like there's never enough, that you always have to make sacrifices and compromises and check your bank balance or credit cards before you purchase something that you want? Do you often feel guilty, frustrated, and afraid because money is always scarce?  This video series intends to create what I call a "mini transformation" by taking YOU and other women from where you are to where YOU WANT TO BE in your financial life.  Key points covered in this episode:  ✔️ What...

EP03: What are 4 Ways to Pay Down Your Debt? with Felicia Gopaul

August 03, 2021 05:00 - 6 minutes - 5.5 MB

Do you want to pay off your credit cards and personal loans faster?  It's time to get creative and increase your income and take a more careful look at your spending habits and aspects you may be missing out on because no amount is too small to help you get on track in your repayment plan!  Tune in to this new episode and glean lessons on making additional dollars every month to help you get to your financial goals faster.  Key points covered in this episode:  ✔️ Tip #1: It pays to b...

EP02: What's Stopping You From Creating A Financial Plan?

July 27, 2021 05:00 - 3 minutes - 3.22 MB

We've all heard of scary stories of how athletes were declaring bankruptcy after retiring from the sport. It can be mind-boggling to think that they clearly make a huge fortune through multiple resources but can still lose all the money after. Why? Because they didn't have a solid financial plan in place that could have saved them from ruin.  In this episode, let me walk you through the top reasons why people fail to create their own plans and how you can overcome them to get started in ta...

EP01: Introducing the Five Ring Financial Plan

July 19, 2021 21:00 - 6 minutes - 5.79 MB

Do you know that 96 percent of the US population doesn’t save money? Income in most households goes directly to paying the bills and what's leftover for savings is often little to nothing.  These statistics were released over 20 years ago, yet a recent survey by the American Association of Retired Persons or AARP confirms that it's still true. If you identify yourself as part of that 96 percent now, know that it's not too late to make a change and move to the four percent of the people w...