Investor Mama
195 episodes - English - Latest episode: 29 days ago - ★★★★★ - 102 ratingsWelcome to The Investor Mama Podcast- money conversations with a mom’s touch. Your host Jen Narciso, interviews amazing guests each week to help educate, inspire, and motivate you on your own wealth-building journey. These episodes are geared towards moms. who want to learn ways to make, keep, and save money to create more time and financial freedom. Moms are those who have kids, struggling to have kids, have angel babies, are moms of other kids, and “moms” who choose not to have their own kids but may have little eyes watching them. Please subscribe to Investor Mama on the platform you are listening to and share with others who would benefit from these easy to listen to conversations.
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Episodes
153 | How to Live a Minimalist Life With or Without Kids | Becca Siegel from Half Half Travel
June 06, 2024 04:50 - 5 MBCheck out this week's episode with Becca Siegel of Half Half Travel where she shares how she lives a minimalist life even as a mom. She provides some great hacks to stop spending and live a low material life while enjou She also shares how she started her money journey and ended up launching her blog with her husband. You won't want to miss it.
Episode #152: How to Get Unstuck When Making a Major Life Decision with Nikki Nicholas
May 16, 2024 21:38 - 55 minutes - 128 MBCheck out this week's episode with Nikki Nicholas, a life transformation coach, where we take a deep dive into the subconcious mind. Nikki and I have a real, honest conversation about overcoming mental blocks that keep us from making tough decisions about money, business and life. We role play exercises together to help guide other moms on ways to work on themselves. You won't want to miss it!
151 | The $12k Tax Loopolhe That Every Business Owner Should Know About | Melissa and Eric Broughton from Busy Bee Advisors
May 02, 2024 04:36 - 31 minutes - 71.8 MBOn this week's episode, Melissa and Eric Broughton from Busy Bee Advisors share why they think the tax system is rigged and how business owners can optimize their tax savings with an awesome hack using the 14-day rental rule. You won't want to miss this this huge cost savings tip.
151 | The $12k Tax Loop Hole That Every Business Owner Should Know About | Melissa and Eric Broughton from Busy Bee Advisors
May 02, 2024 04:36 - 31 minutes - 71.8 MBOn this week's episode, Melissa and Eric Broughton from Busy Bee Advisors share why they think the tax system is rigged and how business owners can optimize their tax savings with an awesome hack using the 14-day rental rule. You won't want to miss this this huge cost savings tip.
150 | How this Mom Bought A Travel Business and Lessons Learned | Joy Owens from Butler Travel
April 11, 2024 04:30 - 51 minutes - 118 MBCheck out this week's episode with Joy Ownes, Mom, and owner of Butler Travel. Tune in to hear how she casually baught a business as a mom with no business background, would not consider herself entrepenurial but was willing to take on calculated risks. She shares her story and how anyone can buy their first business.
149 | Episode #149: How to Hack Your Brain to Make Savings Easier | Anne Lester, Author of Your Best Financial Life: Save Smart Now for the Future You Want
March 28, 2024 17:47 - 43 minutes - 98.4 MBCheck out this week's episode with Anne Lester, author and Axiom gold medal award winner fo the best book on retirement planning. Anne disccusses different types of savers and spenders and tips on how to hack your brain towards savings. These easy steps can make a huge difference on your financial future. Anne just launcehed her new book Your Best Financial Life: Save Smart Now for the Future You Want.
Episode # 148: Why You Need a Mom Tribe and How To Create One to Reach Your Goals Faster with Brittney Fairweather and Trixy Castro from TRX Capital
March 14, 2024 17:30 - 38 minutes - 89.1 MBIn this week's episode Brittney Faiweather and Trixy Castro, co-founders of TRX Capital share the importance of networking with other powerhouse women and how you can get started to achieve your goals faster. Being a mom is not easy as it is and being one with a busines or other demanding job can be really tough. The more you grow and sustain your tribe of warriors the more you can achieve beyond your wildest dreams. Tune in, you won't want to miss it!
Introduction to buying your first business with Erika from Prosperity Planning.
February 29, 2024 17:33 - 38 minutes - 88.9 MBCheck out this week's episode with Erika from Prosperity Planning as she shares her first steps in business ownership. She is in the thick of buying one right now and has a ton of information on what she learning to help you get started if you've always thought abou buying a business. Tune in to learn what she's doing.
Episode #136: Strategies for Reigniting the Flame Between an Entrepenurial Couple with Dr. Jackie Black
February 16, 2024 00:01 - 1 hour - 139 MBThis week's episode features Dr. Jackie Black, love guru. Dr. Jackie shares tips with Joe and I on how to reignite the spark between busy couples. Many female business owners are navigating work life balance and Dr. Jacke give strategies for spicing up your love life. It doesn't have to be all or nothing. You won't want to miss it!
Episode #146: Strategies for Reigniting the Flame Between an Entrepenurial Couple with Dr. Jackie Black
February 16, 2024 00:01 - 1 hour - 139 MBThis week's episode features Dr. Jackie Black, love guru. Dr. Jackie shares tips with Joe and I on how to reignite the spark between busy couples. Many female business owners are navigating work life balance and Dr. Jacke give strategies for spicing up your love life. It doesn't have to be all or nothing. You won't want to miss it!
Episode #145: Everything You Want to Know About Starting Your Own Franchise with Kim Daly, The Daly Coach
February 01, 2024 16:02 - 38 minutes - 87.7 MBCheck out this week's episode with, Kim Daly, The Daly Coach. Kim shares tips and tricks for launching your own franchise. She is an incredible resource and has a plethora of knowledge on this topic. If you ever thought about starting one, you won't want to miss it!
Episode #135: Everything You Want to Know About Starting Your Own Franchise with Kim Daly, The Daly Coach
February 01, 2024 16:02 - 38 minutes - 87.7 MBCheck out this week's episode with, Kim Daly, The Daly Coach. Kim shares tips and tricks for launching your own franchise. She is an incredible resource and has a plethora of knowledge on this topic. If you ever thought about starting one, you won't want to miss it!
Episode 134: Money Basics with Sophoan Prak, Financial Advisor at Vanguard
January 11, 2024 18:23 - 29 minutes - 66.5 MBConnect with the Investor Mama Tribe Looking for ways to boost your income? Check out these resources to help you with your money journey Sophoan Prak who is a financial advisor at Vanguard – she is a personal finance guru and she’s pregnant with her second child. She’s passionate about sharing her experiences as a mom and advisor, and […]
Episode 144: Money Basics with Sophoan Prak, Financial Advisor at Vanguard
January 11, 2024 18:23 - 29 minutes - 66.5 MBConnect with the Investor Mama Tribe Looking for ways to boost your income? Check out these resources to help you with your money journey Sophoan Prak who is a financial advisor at Vanguard – she is a personal finance guru and she’s pregnant with her second child. She’s passionate about sharing her experiences as a mom and advisor, and […]
Episode #143: 2023 Reflections to Launch into 2024 Strong
January 05, 2024 04:20 - 20 minutes - 46.4 MBConnect with the Investor Mama Tribe Looking for ways to boost your income? Check out these resources to help you with your money journey Additional Resources Check out the Intern Strategy Course created by Christina from Smart Influencer Learn How to Make Extra Money with a Side Hustle or Get a High Paying Salary […]
142 | Creating Routines for Success and Mental Health Hacks for Your Kids | Sarah Anes from REI Kash
December 14, 2023 15:10 - 47 minutes - 109 MBCheck out this week's episode with Sarah Anes from REI Kash where she shares hacks for creating success habbits for her kids. She has created processes and routines to set her kids up for positive mental health. You won't want to miss how she redirects her kids behaviors to make her household flow much more smoothly.
141 | How this Mama Went from Flipping Land Deals to Launching Her Own Real Estate CRM Software | Sarah Anes from REI Kash
December 08, 2023 21:04 - 50 minutes - 46.5 MBCheck out this week's episdoe with Sarah Anes. Tune into hear Sarah's story of how she went from nurse to real estate investor to software devolper all while being a mom and going through a divorce. She shares how to flip land and provides amazing resources to help stream line the process so you can do it too. You won't want to miss it.
Episode #140: Moving Across Country and Starting an Air B and B as a Mom with Michele Cho-Dorado MD, from Bright Futures EDG and Author of Reach for the Stars
November 30, 2023 17:52 - 30 minutes - 70.7 MBConnect with the Investor Mama Tribe Looking for ways to boost your income? Check out these resources to help you with your money journey About Michele is a Pediatric Gastroenterologist and Medical Director. She is also a real estate investor, children’s book author, and founder of Bright Futures EDG. Her book is called “Reach For The […]
Happy Thanksgiving
November 23, 2023 05:31 - 1 minute - 1.39 MBI hope you all enjoy the day with the ones you love and take a moment to be grateful for all of the good in your life. Enjoy!
139 | Financial Literacy for Kids | Michele Cho-Dorado MD, from Bright Futures EDG and Author of Reach for the Stars
November 16, 2023 05:55 - 36 minutes - 33.8 MBCheck out this week's episode with Michele Cho-Dorado, MD, from Bright Futures EDG shares her money story and how she is teaching her kids and others all about financial literacy and how to think about money. You won't want to miss it.
Episode #138: Lessons Learned from Hosting Her First Summit
November 09, 2023 16:03 - 34 minutes - 78.2 MBCheck out this week's episode with Coach Christina Day. Christina overcame her fears and took a leap of faith in launching her first financial summit. She shares lessons learned on what worked well and what she would of done differently. If you've been thinking about trying something out of your comfort zone, but aren't sure, you won't want to miss it.
137 | Including Your Kids on Your Real Estate Journey | Hannah Bercegeay from the Financial Gameplan
November 02, 2023 20:00 - 45 minutes - 41.4 MBCheck out this week's episode with Hannah Bercegeay from the Financial Gameplan where she shares how she included her daugther in the purchase of her first apartment complex. Hannah shares why and how she engages her little one in real estate. It's never too young to start. She also shares tips on how she bought her first multifamily unit. You won't want to miss it.
136 | Cash for Calm - Why Saving for Your Mental Well-Being Is Essential and How to Budget for It | Allison Baggerly, Founder Inspired Budget
October 26, 2023 04:13 - 47 minutes - 43.1 MBIn this week's episode, Allison Baggerly from Inspired Budget gets real on the importance of saving for your and your kid's mental health. Not many people have open and honest conversatons about the cost of therapy, medications and other practices to help with mental health conditions. It's so important that we normalize these discussions and create a safe space for moms to know they are not alone and need to prioritize their own wellbeing.
135 | Unlocking Financial Freedom by Building Passive Income Streams | Rachel Richards from Honey Money Rachel
October 19, 2023 04:29 - 52 minutes - 48.1 MBIn this episode of "Unlocking Financial Freedom" with Rachel Richards from Honey Money Rachel, we delve into the art of creating passive income streams that can transform your life. Rachel shares her expertise on multiple ways to build sustainable income sources that work for you, allowing you to take control of your financial destiny. Whether you're into print on demand, interested in becoming an author, content creator, online seller and more, Rachel's insights will provide valuable tips t...
134 | From $0-$20k in 90 days | Anna Rapp, founder of the Heart Centered Entrepreneur
October 05, 2023 04:43 - 20 minutes - 46.7 MBCheck out this week's episode with Anna Rapp, coach, author, podcaster and mama. Anna shares how she went from $0-$20k in 90 days and how you can too. She has such a great mindset and attitude about money. You won't want to miss it!
133 | A Heart to Heart Mom Talk on Being A Mom with Ambitions | Anna Rapp, founder of the Heart Centered Entrepreneur
September 29, 2023 05:04 - 32 minutes - 30 MBOn this week's episode, Anna Rapp, founder of the Heart Centered Entrepreneur -- Podcast and Online Community and author of $$20K Freedom Fund™: Build Your Bank from $0 to Fully Stable in 90 Days joins the Investor Mama Podcast. Anna walks Jen through a modeling exercise navigating being both a mom and business owner without the guilt, shame or worry about being inadequate at both. This was an unexpected episode that came to fruition after having a mom to mom heart to heart talk before the sh...
132 | How Parents Can Financially Prepare for Back to School Season | Monique White, Head of Community at Self Financial
September 20, 2023 15:42 - 29 minutes - 26.7 MBOn this week's episode I have the pleasure of interviewing Monique White, Head of Community at Self Financial. Monique shares how parents can manage their finances and utilize credit during a time of heightened financial stress and economic instability for many, and why building credit is crucial to achieve financial goals. The back-to-school season is a perfect time to revisit your budget, and get organized before heading into the holiday season, especially as many prepare to resume student ...
131 | Investor Mama Update - Pivoting Careers and the Mindest Behind It
September 14, 2023 04:49 - 12 minutes - 11.4 MBCheck out this week's Investor Mama Podcast for an update and career change.
130 | Teach Your Kids How to Manage Their Money with The BusyKid App | Gregg Murset
September 07, 2023 16:20 - 33 minutes - 77.3 MBCheck out this week's episode with Gregg Murset as he goes into details on the BusyKid app. It's a great tool to help teach your kids how to manage their money. You can send them money with the click of the button and then they can save, spend and donate the money directly from the app. It's super easy to use and a great way to educate kids on how to get their money right! You won't want to miss it!
129 | What Three Things You Can Do To Mentally and Finacially Prepare for Leaving a High Income Job to Becoming a Stay at Home Mom | Victoria from FinPowered Female
August 31, 2023 04:27 - 45 minutes - 105 MBIn this week's episode Victoria from Fin Powered Female shares her story from transitioning from high income earner to stay at home mom. Victoria outlines three key things she put in place to make sure she felt financially and emotinally secure before making the leap. Sometimes you also need the support and community knowing other moms have made the sacrafice. Tune in to hear Victoria's story.
128 | How to Make Sure You Have the Right Financial Team in Place to Secure Your Money Goals | Eunicia Peret, Founder and CEO of The Empowered Financial Planner
August 24, 2023 04:33 - 39 minutes - 35.8 MBOn this week's episode I interview Eunicia Peret, Founder and CEO of The Empowered Financial Planner. She shares why you may want to consider building a financial team, how to think about one, what kinds of questions to ask your financial team, if you are thinking of going this route. You won't want to miss it.
127 | Tips for Teaching Your Kids How to Be Entrepreneurs | Christine Hsu from Noblivest
August 17, 2023 11:25 - 40 minutes - 93.7 MBCheck out this week's episode with Christine Hsu from Nobolivest where she shares tips on teaching her sons how to be entrepenuers. She gives some great advice on how to start them young. You won't want to miss it!
126 | Become CFO of Your Household | Christine Hsu from Noblivest
August 10, 2023 15:30 - 48 minutes - 111 MBIn this week's episode we´ll see how this mom went from w2 to Positioning Herself wot Work Optional.
See you next week!
August 03, 2023 12:33 - 1 minute - 1.41 MBIf you’d like to be a guest on the Investor Mama Podcast, email me at [email protected] or you can find me on social media by going to investormama.com/connect. Have a great weekend everyone!
125 | Benefits of Raising Kidprenuers | Jaclyn Coy, Author of How to Sell a Rock
July 27, 2023 04:53 - 36 minutes - 33.6 MBCheck out this week's episode with, Jaclyn Coy, author of How to Sell a Rock where we explore the remarkable world of kidpreneurs and the extraordinary benefits of raising them. We delve into the impact of fostering entrepreneurial skills from an early age. Discover how nurturing creativity, resilience, and problem-solving abilities in children can lead to enhanced financial literacy, confidence, and a sense of purpose. You won't want to miss it.
124 | How to Guide A Mom on What To Do with Their Money | Michelle Onaka from Intentional Money Life
July 20, 2023 04:58 - 56 minutes - 52 MBEver wonder what you should do with your money? Should you be paying off debt, or contributing to your 401k or saving for your kids' college? Although you may want to be saving for all of these things, you may have limited resources. So how do you know where your money should go? Tune into this week's episode where we interview Michelle Onaka from Intentional Money Life where she shares her priority list of savings and investing. You won't want to miss it!
123 | Turbocharge Your Online Business Using Interns | Christina Hitchcock from the Smart Influencer Podcast
July 13, 2023 13:41 - 1 hour - 60 MBIn this week's episode, I take a deep dive with Christina Hitchcock from the Smart Influencer Podcast on how to harness the power of interns to accelerate your online business growth. Christina goes into detail on how to hire, manage, and set up policies and procedures for interns. You won't want to miss this episode where she shares specific areas interns can help you take tasks off your plate and make your life easier so that you can focus on your zone of genius. She generously gives you to...
122 | Mastering Work-Life Harmony, Setting Boundaries, and Banishing Overwhelm | Sarah Greener, Business Coaching Expert
July 06, 2023 04:33 - 54 minutes - 49.5 MBOn this week's episode, I have the privilege of hosting Sarah Greener, a renowned business coaching expert, as she shares her wisdom on mastering work-life harmony, setting boundaries, and banishing overwhelm. Sarah delves into the crucial importance of finding a healthy balance between work and personal life, and provides actionable tips for achieving that elusive harmony. Drawing from her vast experience, she guides us through effective strategies for setting boundaries that protect our tim...
121 | Mindshift Mastery:Unleashing Entrepreneurial Potential from an Employee Mindset | Sarah Greener Business Coaching Expert
June 29, 2023 04:38 - 42 minutes - 38.6 MBCheck out this week's episode where we dive deep into the transformational journey of shifting from an employee mindset to an entrepreneurial one with our special guest, Sarah Greener. As a seasoned entrepreneur and business coach, Sarah shares invaluable tips and strategies for individuals seeking to break free from the traditional employee mindset and embrace the world of entrepreneurship.
120 | What I'm Doing to Assess our Financial Sitation, A Mid-Year Review
June 22, 2023 04:43 - 20 minutes - 46.9 MBCheck out this week's solo show where I review what our family is doing in the month of June to check-in on our finances. Listen in if you want to learn what you can do right now to see if you are on track to meeting your money goals and make sure important legacy documents are in place.
119 | How this Faminly Became a Millionaire in Their 30's and Empowering Yourself After Leaving a High-Demand Religion | Lisa from Money Fit Moms
June 15, 2023 18:30 - 1 hour - 74.6 MBCheck out this week's episode with Lisa from Money Fit Moms. Lisa shares her money story and tips on how she and her husband became a millionaire in their 30's the slow boring way. She also opens up about religious background and how it impacted her money journey. Lisa shares all and gets real. You won't want to miss it!
118 | Blowing Through Almost $800k in 3.5 Years, Haley Brown-Woods from Price of Avocado Toast, Debt Journey
June 08, 2023 20:05 - 46 minutes - 107 MBCheck out this week's episode with Haley Brown-Woods from Price of Avocado Toast. She shares how she and her husband, Justin, spent over $800k in 3.5 years, what she would do differently. and how they have been slowly building back their networth to $0. She also shares her feelings of shame and "stupidity" that so many feel when they aren't taught how to manage their money. Haley is real and hopes her story will inspire many others who feel lost in debt.
117 | Estate Planning 202 Understanding Trusts and Other More Complex Estate Strategies | Ali Swart, CFP
June 01, 2023 12:07 - 49 minutes - 113 MBIn this episode, Ali Swart from Waldron Private Wealth comes back to talk about revocable trusts and irrevocable trusts. She talks about the differences between the two, who should consider having one, and how these can be used to your benefit. This is a more in-depth show on estate planning. For the basics check out last week's episode.
116 | Legacy Blueprint - Estate Planning 101 | Ali Swart, CFP
May 25, 2023 04:26 - 53 minutes - 48.9 MBIn this episode, Ali Swart, CFP from Waldron Private Wealth dives deep into the importance of estate planning for parents, shedding light on why they need specific documents and what those documents entail. Ali clarifies the responsibility of different roles such as executor, power of attorney, and trustees. She also emphasizes the importance for parents to consider life insurance beyond their employer coverage to make sure you cover your DIMEs. Tune in to gain expert advice on estate plannin...
115 | How to Make Money with Mobile Home Parks | Amanda Cruise from Voyage Investing
May 18, 2023 14:35 - 45 minutes - 104 MBIn this week's episode, Amanda Cruz, a successful real estate investor, comes onto the podcast where she reveals the secrets behind her remarkable journey of building a $4 million portfolio in just four and a half years. With a focus on mobile home parks, Amanda shares how she did it and discusses some of the mistakes she made and how others can avoid them. As a bonus, Amanda also shares practical tips for aspiring mobile home park investors, providing a wealth of knowledge for anyone interes...
114 | Exploring Multifamily Real Estate Investing while Mommying | Denise Piazza from One Street Capital
May 11, 2023 04:17 - 44 minutes - 101 MBJoin us for an informative podcast episode as Denise Piazza from One Street Capital, provides a high-level overview of multifamily real estate investing. She delves into the various roles and responsibilities that play a crucial role in making a deal successful. If you are thinking of getting started in large scale multi investing, this episode is for you!
113 | Expert Tips for Parental Budgeting - How Natasha and Damian Carrillo from Black and Brown Make Green Make Smart Money Decisions
May 04, 2023 04:45 - 56 minutes - 129 MBIn this week's episode, Natasha and Damian Carrillo from Black and Brown Make Green share their top tips and tricks for managing a family budget and making smart money decisions. They break down their own budgeting strategies and discuss how they prioritize expenses, save money, and plan for the future. Using their personal experiences and expertise, they offer actionable advice on budgeting and savings for parents. Tune in to learn from them and take control of your family's finances!
112 | Financial Freedom for Family Travel- How to be Location Independent | Kids with Erin Riska, Freelance Writer and Founder of Search & Rescue
April 27, 2023 16:13 - 1 hour - 140 MBLooking to travel slowly with your kids and become location independent? Join Erin Riska, freelance writer and founder of Search & Rescue, as she shares her expert tips and insights on making slow travel with children a reality. Discover how you can explore the world with your kids as she answers all the objections and mental blocks parents have on living this lifestyle. You won't want to miss it!
111 | The Automated Money System | Darius Smith from Wealth is My Worth
April 20, 2023 18:30 - 46 minutes - 42.6 MBIn this week's episode Darius Smith from Wealth is My Worth comes on to share how he helps people automate their money. By removing the decision-making process of where someone's money goes every month, they are able to reach their money goals much faster and more easily. Tune in to learn how you can do make your money life so much better!
110 | How To Pivot From Employee to Business Owner and Stay at Home Mom | Ashley Patrick from Budgets Made Easy
April 13, 2023 04:44 - 33 minutes - 31 MBCheck out this week's episode with Ashley Patrick from Budgets Made Easy where she shares how she pivoted from her W2 job into business owner and stay at home mom. It was really scary at first with a lot of imposter syndrome but she overcame it. Here story is very relatable to many moms out there who are tired of doing the same thing over and over and want to make a major change while mommying. You won't want to miss it!