Financially Intentional
277 episodes - English - Latest episode: 15 days ago - ★★★★★ - 94 ratingsWelcome to the FInancially Intentional Podcast with Naseema McElroy! This is a weekly podcast covering all things personal finance for those ready to build wealth but who may not know where to start. We believe that you have all the tools to improve your finances because you and your family deserve it. Our hope is that by listening to this podcast, your circle of influence is enhanced. Let us be the folks you choose to surround yourself with.
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Episodes
Social Media is Fake - Expert Edition Episode 59
April 09, 2024 13:00 - 23 minutes - 16.3 MBIn today's episode, I want to share something really special with you. I posted a story on Instagram and got so much love and support, it made me super happy. I talked about how sometimes I struggle with money, work, and being a mom to three awesome kids all by myself. I want to tell you that it’s okay not to be perfect and it’s important to share our real stories, not just the happy pictures we see online. I also talk about how I’m working hard to pay off some debts and make smart choices w...
Empowerment and Resilience in Black and Brown Parenting - Episode 67
April 04, 2024 13:00 - 42 minutes - 29.5 MBToday, we're talking with my friend Chelsea Samms, who is a Neonatal Intensive Care Unit Nurse. This episode dives deep into a topic that's close to our hearts and impacts our communities greatly: the institutional racism within our healthcare system and its disproportionate effects on Black American families. We're tackling the tough reality of how systemic biases can lead to unfair and often harmful treatment in medical care for Black moms and their babies. It's not just about personal exp...
You Don’t Need a Financial Advisor - Expert Edition Episode 58
April 02, 2024 13:00 - 15 minutes - 10.7 MBToday, I'm super excited to share three awesome tips to help you grow your money without needing a financial advisor. First, if you've ever had a job with a retirement plan like a 401k, it's important to move your money with you when you leave. I'll show you a cool free service called Capitalize that makes it super easy. Next, we'll talk about checking your current job's retirement plan to make sure it's invested in a smart way. And lastly, if you have student loans, there's a special chance...
Do you have insurance on your Baby Daddy? - Episode 66
March 28, 2024 13:00 - 27 minutes - 18.6 MBIn today's episode, we're chatting with our guest Acquania Escarne why parents should consider getting life insurance for each other, even if they're not living together anymore. It's all about making sure that if anything ever happens to one parent, the kids will still have financial support to help them grow up and maybe even go to college. It's a way to make sure your kids are okay, no matter what. We talked about how to figure out how much insurance you might need and how to go about set...
Single Women Leading in Home Ownership - Expert Edition Episode 57
March 26, 2024 13:00 - 11 minutes - 8.05 MBIn today's episode, I want to share something really cool about owning homes. Did you know that in most places in the United States, women who are not married own more houses than men who are not married? That's right! Even though women usually earn less money than men, they are ahead when it comes to having their own house. We're going to talk about why this might be happening and share some interesting facts about it. I'll also tell you about my own journey of buying houses. I bought my fi...
Moms and Money Managing Family Finances and Raising Financially Savvy Kids - Episode 65
March 21, 2024 13:00 - 33 minutes - 22.9 MBIn today's episode, we dive into how moms like us can manage our money better and teach our kiddos to be smart with their cash too. We chat with Tiffany Grant, who shares her awesome tips on budgeting, saving, and even how to make shopping fun while learning about money. We also explore how important it is for us parents to set good examples, so our kids grow up knowing how to handle their money wisely. It's like we're all on this big adventure together, learning to save, spend smart, and pr...
Navigating Family Dynamics When Your Child Earns More - Expert Edition Episode 56
March 19, 2024 13:00 - 16 minutes - 11.4 MBIn today's episode, we talk about something super cool and a bit unexpected. Imagine your kid starts making more money than you by streaming videos online. Pretty awesome, right? But it also makes you think a lot about money and family. We dive into how to talk about this with your kids, making sure they're smart with their money, and keeping your family happy and healthy through it all. It's all about supporting each other, learning together, and maybe even setting up some smart money habit...
Financial Intentionality in Love and Money - Episode 64
March 14, 2024 13:00 - 41 minutes - 28.8 MBToday, we're chatting with our guest, Karina Daves, about something super important—how sometimes, in families, one person might earn more money than the other, and that's okay! We'll talk about my own experiences being the one who brings home the bacon, and why it's cool to talk openly about money with the people we love. We'll also hear from a super smart friend who knows a lot about getting along better with our partners, especially when it comes to money. About our guest: Karina Davis i...
The Staggering Expense of Raising Children Today - Expert Edition Episode 55
March 12, 2024 13:00 - 9 minutes - 6.55 MBToday, I want to talk about something that's been on my mind a lot. Did you know some families pay as much for childcare each month as they do for their house? That's right! For example, I pay $3,400 a month just so someone can take care of my kids while I work. That's the same as my house payment! It's crazy expensive, and it's not just me feeling this pinch. I read an article from the U.S. Department of Labor that says childcare costs a lot of money everywhere in the United States. This ma...
Building Wealth Beyond Nursing with Tyrin Tyson - Episode 63
March 07, 2024 14:00 - 32 minutes - 22.3 MBToday, we've got a super exciting episode for you. We're chatting with Tyron Tyson, a nurse just like me, but he's also a whiz in the finance world. Tyron has been through a lot, from facing challenges in nursing to making big moves in building his own wealth. He's here to share his secrets with us so we can all grow our money without making the same mistakes he did. Tyron's story is not just about making money; it's about changing his life path from nursing to focusing on his passion for fi...
Navigating Financial Security with Emergency Funds - Expert Edition Episode 54
March 05, 2024 14:00 - 13 minutes - 9.65 MBHey everyone, today, I'm going to share something really important with all of you. We're talking about emergency funds—money that you save just in case something unexpected happens, like losing your job or your car breaking down. I'll explain why it's a good idea to have this money saved and how it can stop you from worrying too much if something goes wrong. We'll also chat about how much money you should save and some cool ways to save it without feeling like it's too hard or taking too lo...
From Piggy Banks to Stocks: A Guide for Young Investors - Episode 62
February 29, 2024 14:00 - 48 minutes - 33.1 MBToday, we chat with Maya Corbic, CPA, who has written a book to help kids understand investing. We talk about why it's so important to start learning about money when you're young, just like learning how to ride a bike or swim. Maya shares some awesome tips on how we can make investing easy to understand, not just for kids but for their parents too. It's like unlocking a secret treasure chest that can help you do amazing things in the future. So, if you've ever wondered about investing or sa...
How to Buy a Car Without Breaking the Bank - Expert Edition Episode 53
February 27, 2024 14:00 - 8 minutes - 6.17 MBHey everyone, today I want to talk to you about buying a car in today's economy. Right now, buying a car can be really tough because the prices are super high and the interest rates are even higher! I remember when I bought my minivan; I ended up with an 8% interest rate, which is a lot. But don't worry, I have some tips to help you out in this episode. I'll even show you how to use a calculator to figure out how much you can afford without spending too much. And if you're interested, I've g...
A Career That Sounds Too Good To Be True - Episode 61
February 22, 2024 14:00 - 55 minutes - 38.1 MBToday, we have a super exciting chat with my buddy, Bradley Rice. We first met at CampFI, for people who love talking about money and how to make it work better for us. Bradley has done some amazing things since we met, especially with Salesforce, which is a tool that lots of companies use. He's here to share how anyone, no matter where they come from or what they know, can learn Salesforce and find a great job that lets them live the life they dream about. It's like having a magic key that ...
Beyond Toys, Financial Gifts for Kids - Expert Edition Episode 52
February 20, 2024 14:00 - 13 minutes - 9.41 MBMy daughter is turning 10 soon, and it got me thinking about birthday gifts. Not just any gifts, but special ones that can help her in the future. Instead of toys or clothes that she'll soon outgrow, I love the idea of giving her something that grows with her, like investments or savings for college. I've found some cool ways to do this, like setting up accounts where friends and family can help contribute to her future. And I've got some great tips for how you can do the same for the specia...
Aaron Thomas on Redefining Prenuptial Agreements - Episode 60
February 15, 2024 14:00 - 43 minutes - 29.7 MBIn this episode, I had the privilege of chatting with Aaron Thomas, famously known online as the Prenup Guy. Aaron, a Harvard Law graduate with over two decades of experience in family law, shares his journey from being a family law attorney to founding prenups.com. He dives deep into the world of prenuptial agreements, debunking common myths and highlighting their importance not just in the event of a divorce but as a tool for financial clarity and protection in marriage. Aaron's insights a...
How Did You Get Into $1m In Debt? - Expert Edition Episode 51
February 13, 2024 14:00 - 26 minutes - 18.5 MBIn today's episode, I want to share my story with you. Imagine having $1 million of debt. Sounds scary, right? Well, that was me! But guess what? I managed to pay it all off in less than three years. I bet you're wondering how someone can have so much debt. It's simple: a house, education, and life can add up quickly. But I learned some cool tricks to become financially free, and I want to help you do the same. I didn't just work harder or cut out all fun; I made smart choices. And you know ...
The Path to Being Financially Present - Episode 59
February 08, 2024 14:00 - 30 minutes - 20.8 MBIn today's episode, I'm super excited to share a special story with you. Imagine going on an adventure in a big amusement park, where instead of rides, we're exploring the world of investing. My friend Mawuli Vodi joined us to chat about how he learned to make money work for him, even when he didn't have to work for it! Mawuli grew up in a family that worked super hard, but money was always a bit tight. He became super curious about investing and turned that curiosity into a career as a stoc...
Creating a Meaningful Legacy Beyond Wealth - Expert Edition Episode 50
February 06, 2024 14:00 - 9 minutes - 6.58 MBIn today's episode, we're going to talk about something really important but a bit tricky to chat about—preparing for when we're not around anymore. It's a bit like knowing winter is coming and getting our cozy clothes ready, but for life's big goodbye. I read this super helpful book called "A Beginner's Guide to the End," and it's filled with awesome tips on how to make sure we leave a little bit of ourselves behind, like treasure maps of memories for our kids and loved ones. I've been thin...
Do I Need Financial Therapy - Episode 58
February 01, 2024 14:00 - 33 minutes - 23.3 MBIn today's episode, I'm super excited to share my conversation with Aja Evans, a financial therapist who's going to help us understand something really important: financial therapy. Most of us need help with our money, and it's not just about learning tips and tricks. It's about changing how we think and feel about money. Aja tells us about her journey from working in mental health to discovering financial therapy. She shares her own financial ups and downs and how she learned to manage her ...
Investing in Your Child's Tomorrow with the Right Accounts and Strategies - Expert Edition Episode 49
January 30, 2024 14:00 - 15 minutes - 10.8 MBIn today's episode, I want to talk about how to save money for your kids in a smart way. I have three kids and I've been saving for them so they don't have to worry about money for school or other big things in the future. I use special savings accounts like 529s for college, Roth IRAs for retirement, and custodial brokerage accounts where they can pick stocks. It's important for you to save for yourself first before saving for your kids. I want to help you understand these accounts and how ...
Beyond Nursing: Embracing Business and Leadership - Episode 57
January 25, 2024 14:00 - 54 minutes - 37.3 MBIn today's episode, we're talking to Ann Konkly, a super talented nurse who not only takes care of patients but also runs her own businesses. We discuss how nurses like Ann can use their skills to start their own companies and help even more people. Ann shares her journey from being a nurse to becoming a successful business owner. She gives great tips on how to make a private practice successful and how to be a great leader in business. This episode is not just for nurses, but for anyone int...
The Ups and Downs of Car Sharing through Turo - Expert Edition Episode 48
January 23, 2024 14:00 - 26 minutes - 18.4 MBIn this episode, I share my rollercoaster experience with Turo, from becoming an all-star host to navigating a car total loss. I discuss the surprise of high gas prices after switching from a Tesla to a minivan and detail the challenges I faced with Turo and insurance after an accident. Despite these obstacles, I still find value in Turo for covering car expenses. This episode offers insights and tips for anyone looking to use their car as a rental, wrapped up in stories of resilience in the...
Cracking the Code of Student Loans with The College Investor - Episode 56
January 18, 2024 14:00 - 46 minutes - 32.1 MBIn this episode, we chat with Robert Farrington, a seasoned expert in personal finance and the founder of The College Investor. Robert shares his journey from a college graduate with $43,000 in student loan debt to a successful financial blogger. He highlights the issues with student loan servicers and offers insightful advice on managing and paying off student loans. We delve into various strategies, including income-driven repayment plans and loan forgiveness programs that can help in unde...
The Hidden Traps of Health Insurance - Expert Edition Episode 47
January 16, 2024 14:00 - 10 minutes - 7.2 MBIn this eye-opening episode, I dive deep into the frustrating world of health insurance and medical billing. As a nurse and a healthcare administrator, I thought I knew it all, but a recent experience with my daughter's asthma attack and the ensuing insurance debacle proved otherwise. I'll share the shocking details of my encounter with insurance tiers, unexpected copays, and a battle to avoid unfair charges. My story not only exposes the hidden complexities of healthcare coverage but also o...
Redefining Parenthood: A Journey of Self-Love and Financial Wisdom - Episode 55
January 11, 2024 14:00 - 44 minutes - 30.8 MBIn this episode, we talk with Leisa Peterson about being the best parents we can be and learning about money. Leisa tells us about how she learned to love herself and teach her kids about money in a smart way. We learn why it's important to understand our feelings and make good money choices. This episode is filled with great stories and advice for parents and kids to grow happier and smarter together. About our guest: Leisa Peterson is a transformative coach and Certified Financial Planner...
Investing Through the Eyes of Children - Expert Edition Episode 46
January 09, 2024 14:00 - 12 minutes - 8.68 MBWelcome to a special episode where we delve into the world of investing through the eyes of children. Today, I'm joined by my two young guests, Aya and Naima (with Zuri), who share their unique perspectives and experiences with investing. Aya, at five years old, explains her approach to saving and her favorite stocks, including Apple, while Naima offers insights into her investment choices like Roblox, Disney, and Tesla. As we navigate through their thoughts on saving for the future, the imp...
Transforming Maternal Care through Education, Advocacy, and Change - Episode 54
January 04, 2024 14:00 - 45 minutes - 31.3 MBWelcome back to another insightful episode, and today we're diving deep into the critical issues surrounding black maternal morbidity, mortality, and patient advocacy. Joining us is Lorvena Dorvilus, a passionate nurse who shares her eye-opening experiences and initiatives aimed at empowering our birthing communities. We explore the real challenges faced in the healthcare system, especially by black and brown mothers, and discuss ways to bridge the educational gap to ensure safer, more infor...
2023 Recap - Expert Edition Episode 45
January 02, 2024 14:00 - 17 minutes - 12.1 MBHappy 2024, my financially intentional people! A new year is underway and I am determined to make it an amazing one. Join me as I reflect on the ups and downs of 2023 and share my goals for the new year. From personal challenges to professional triumphs, I'll take you through my journey month by month. Get ready for insights into my financial story, behind-the-scenes updates, and statistics about the podcast's growth. Don't miss this heartfelt episode of gratitude and anticipation for an ama...
Beyond the Basics: Understanding and Managing Financial Products - Episode 53
December 21, 2023 14:00 - 41 minutes - 28.7 MBWe're thrilled to have Tony Steuer join us in today's episode, to revolutionize the way we think about money. Tony shares invaluable insights from his blueprint for financial success, emphasizing the importance of a healthy money mindset. We delve into the complexities of financial products, demystifying the jargon and empowering you with the knowledge to make informed choices. Whether it's insurance, investments, or savings, this episode is a must-listen for anyone eager to take control of ...
Pathways to Passive Income Through Real Estate for Busy Professionals - Episode 52
November 30, 2023 14:00 - 47 minutes - 32.3 MBWe are joined today by our guest, John Casmon, a real estate investor and wealth-building strategist, who shares his inspiring journey from facing financial uncertainties to mastering the realm of real estate investing. John delves into the critical moments that shaped his path, revealing how alternative methods like syndication can open doors to financial freedom, even for those with busy professional lives. His insights offer a fresh perspective on overcoming barriers, leveraging assets, a...
The Untapped Potential of Online Business Ownership - Episode 51
November 23, 2023 14:00 - 53 minutes - 36.8 MBWe are joined today by our guest, Matt Raad, an expert in the field of digital real estate, to explore the often-overlooked world of online business investments. Matt shares his journey from brick-and-mortar business ownership to mastering the art of buying and selling online businesses. He discusses the advantages of digital assets over traditional business models, emphasizing the potential for semi-passive income, geographical freedom, and the low-risk entry into entrepreneurship. Through ...
Accelerating Home Loan Payoff to Unlock Financial Freedom - Episode 50
November 02, 2023 13:00 - 54 minutes - 37.5 MBWe are joined today by our guest, Anthony Rushing, as we delve into the financial strategy that could potentially transform your mortgage and debt repayment journey. Join us as we explore the world of First Lien HELOCs, a lesser-known but powerful tool for accelerating mortgage payoff and achieving true financial freedom. Anthony breaks down the intricacies of this strategy, emphasizing its suitability for those who routinely save and aspire to be debt-free. We'll walk you through the steps,...
Unlocking Trillions: Government Contracts - Episode 49
October 26, 2023 13:00 - 33 minutes - 23.2 MBWe are joined by Dr. Karwanna Irving and we are diving deep into the world of government contracts, a topic that holds immense potential for small business owners, especially people of color and women of color. Dr. Irving, with over two decades of experience in government contracting, shares her journey from starting as a videographer and photographer to landing her first lucrative government contract, which opened the doors to massive successes. Discover the trillion-dollar industry that is...
Lessons to Getting to a Profitable Laundromat Business - Episode 48
October 19, 2023 13:00 - 42 minutes - 29.4 MBWe are joined by Jordan Berry, a laundromat business owner with nearly a decade of experience in the industry. Jordan shares his journey from being a pastor to venturing into the laundromat business. He shares his initial challenges with the first laundromat acquisition, including buying a fixer-upper that didn't meet the promised numbers. Jordan also talks about the importance of due diligence when acquiring laundromats, as they often have cash-based income, making valuation and verificatio...
Making Sense of Student Loans Post the Pause - Episode 47 (Classic Episode)
October 12, 2023 13:00 - 32 minutes - 22.6 MBWe are joined by Lauryn Williams of Student Loan Planner to address the often overwhelming topic of student loans. As many are confused about the ever-changing landscape of student loans, Lauryn offers clarity, walking us through various loan repayment plans. We also touch upon the intricate dance between loan payments, taxable incomes, and retirement savings. With Lauryn's wealth of knowledge, we discuss actionable steps and encourage everyone to tap into available resources, like Student L...
Making Sense of Student Loans Post the Pause - Episode 47
October 12, 2023 13:00 - 32 minutes - 22.1 MBWe are joined by Lauryn Williams of Student Loan Planner to address the often overwhelming topic of student loans. As many are confused about the ever-changing landscape of student loans, Lauryn offers clarity, walking us through various loan repayment plans. We also touch upon the intricate dance between loan payments, taxable incomes, and retirement savings. With Lauryn's wealth of knowledge, we discuss actionable steps and encourage everyone to tap into available resources, like Student L...
Building Generational Wealth While Retiring Early Abroad - Episode 46 (Classic Episode)
October 05, 2023 13:00 - 55 minutes - 38 MBWe're bringing another hard-hitting and inspiring episode with Amon and Christina Browning of Our Rich Journey. We dive deep into their path to financial independence, discovering their unique investment strategies that helped them secure their financial future. From smart investments to setting up brokerage accounts for their kids, they share their secrets to success. We then explore the incredible benefits of living and working abroad, from free housing to top-notch international schools. ...
ESG Investing and Why it Makes Investing in What You Believe in Simple - Expert Edition Episode 44 (Classic Episode)
October 03, 2023 13:00 - 11 minutes - 7.79 MBWe're back with another hard-hitting episode diving deep into the world of socially responsible investing with our Certified Financial Planner, Marie Thomasson. Ever heard of the acronym ESG? We dissect the meaning behind Environmental, Social, and Governance investing, and the best part? There's no financial disincentive in doing so! Tune in to learn how ESG investing has evolved, why it's not as expensive as some make it out to be, and how you, yes YOU, have the power to demand it in your ...
Teaching Kids Financial Independence - Episode 45 (Classic Episode)
September 28, 2023 13:00 - 27 minutes - 19.2 MBIn this hard-hitting episode, we are joined by Rob Phelan, a high school personal finance and math teacher who works with ChooseFI to implement a financial independence (FI) curriculum in K through 12 schools. Rob discusses his own journey into personal finance, the importance of teaching kids about financial literacy, and the launch of a free K-12 financial education curriculum sponsored by the ChooseFI International Foundation. Rob's message emphasizes the significance of avoiding lifestyl...
How Your Vote Impacts Social Change - Expert Edition Episode 43 (Classic Episode)
September 26, 2023 13:00 - 10 minutes - 7.31 MBIn another hard-hitting episode, we're diving deep into how to invest and be socially responsible. Marie shares how you can making an impact, regardless of your financial situation. Voting is the easiest and most impactful way to drive sustainability and change, especially at the local level. We discuss the importance of understanding your local initiatives, the power of your vote in shaping policies, and addressing the challenges faced by those who feel disenfranchised. We explore how voti...
From Beans and Rice to Financial Independence - Episode 44 (Classic Episode)
September 21, 2023 13:00 - 34 minutes - 23.6 MBIn another hard-hitting and very inspiring episode, we have Desiree, an OR nurse and financial independence enthusiast, who shares her incredible journey towards achieving financial freedom. She discusses her path to becoming a nurse, overcoming obstacles to pursue her dream, and how she stumbled upon the world of financial independence. Desiree's inspiring story reveals how she paid off her student loans in just three months, her commitment to speaking up as an advocate in her nursing caree...
The Social Cost of Amazon - Expert Edition Episode 42 (Classic Episode)
September 19, 2023 13:00 - 23 minutes - 16.2 MBWe have another hard-hitting episode from our ESG series where we dive deep into a subject that's become a part of our daily lives: Amazon. Marie Thomasson, our certified financial planner, and I explore the challenges of breaking the Amazon habit and opting for more socially responsible spending. We candidly discuss the conditioning that's led us to click that 'Buy Now' button and how Amazon's convenience can sometimes come at a cost to small businesses, labor practices, and even our person...
Six-Figure Income and Freedom as a Travel Nurse - Episode 43 (Classic Episode)
September 14, 2023 13:00 - 36 minutes - 24.9 MBIn another heavy hitting episode, we're joined by the incredible Sarah Gaines, a seasoned travel nurse with a wealth of experience and wisdom to share. Sarah takes us on a journey from the early days of her nursing career to her transformation into a successful travel nurse, providing a glimpse into the challenges and triumphs that led her to embrace the world of travel nursing. Together, we explore the essential factors to consider when evaluating travel nursing contracts, from location and...
Spending with Purpose Supporting Local Businesses - Expert Edition Episode 41 (Classic Episode)
September 12, 2023 13:00 - 16 minutes - 11.5 MBIn another hard hitting episode from our ESG series with our certified financial planner, Marie Thomasson. We explore the profound impact of supporting local businesses, and how it aligns with spending according to your values. We discuss the repercussions of choosing convenience over conscience, like the 'Amazon Tax,' and how we can change our spending habits to benefit our communities. Join us as we issue a challenge that could make a significant difference this holiday season: opting for ...
Redefining Financial Freedom with Mini Retirements - Episode 42
September 07, 2023 13:00 - 52 minutes - 36.2 MBWe are joined by the incredible Jillian Johnsrud, a financial expert and advocate for mini-retirements. We dive deep into the world of mini-retirements, exploring how to break free from the traditional 9-to-5 grind and achieve financial independence. Jillian shares stories of real people who've embraced mini-retirements to design their dream lifestyles, challenging the status quo and offering a fresh perspective on gaining control of your financial future. If you're craving change or simply ...
Ethical Consumption: Redefining Grocery Shopping at Farmer's Markets - Expert Edition Episode 40 (Classic Episode)
September 05, 2023 13:00 - 26 minutes - 18 MBWe're back with another heavy hitter from our ESG series, and we are joined by our CFP, Marie Thomasson as we delve into the transformative power of making socially responsible choices in our spending habits. We're talking about how shopping at farmer's markets can be a revolutionary act, reshaping the way we support our communities and the planet. From breaking down the challenges to highlighting the impact on both our budgets and the environment, we're exploring why this shift matters more...
From Nurse to Entrepreneur: Building Your Path to Success - Episode 41 (Classic Episode)
August 31, 2023 13:00 - 22 minutes - 15.4 MBIn another heavy hitting episode we're bringing back today, we're joined by the incredible Dr. Jessica Chung, a trailblazing nurse practitioner who dared to dream beyond the confines of traditional healthcare. Together, we delve into Dr. Chung's remarkable journey from nursing school to becoming a successful entrepreneur in the medical field. She shares her personal story of stepping out of her comfort zone and taking bold risks to start her own practice, all while imparting invaluable lesso...
Making Every Dollar Count: CDFIs and Socially Responsible Saving - Expert Edition Episode 39 (Classic Episode)
August 29, 2023 13:00 - 21 minutes - 14.7 MBWe are back with another heavy hitter from our ESG series with Certified Financial Planner Marie Thomasson, where we discuss the concept of Community Development Investment Funds (CDFIs) as a responsible way to save money. The unique benefits of CDFIs is that they are specialty credit unions closely tied to specific communities and demographics. These institutions offer loans and banking services to populations that often face financial challenges, such as low-income individuals and marginal...
Financial Empowerment for Nurses: Danielle's Road to Seven Figures - Episode 40 (Classic Episode)
August 24, 2023 13:00 - 30 minutes - 21.2 MBWe are bringing back another heavy hitter with our guest Danielle Brown, a former coworker turned friend. With both of us being labor and delivery nurses, we both also embarked on a journey of financial empowerment. We delve into Danielle's trajectory from a new grad nurse to a seven-figure nurse investor. We discuss the transformative power of intentional budgeting, debt repayment, and investment strategies. We also underscore the importance of financial literacy in nursing, sharing practic...