Latest Legacy building Podcast Episodes

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Unlocking Trillions: Government Contracts - Episode 49

Financially Intentional - October 26, 2023 13:00 - 34 minutes ★★★★★ - 94 ratings
We 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...

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Lessons to Getting to a Profitable Laundromat Business - Episode 48

Financially Intentional - October 19, 2023 13:00 - 43 minutes ★★★★★ - 94 ratings
We 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...

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Making Sense of Student Loans Post the Pause - Episode 47

Financially Intentional - October 12, 2023 13:00 - 32 minutes ★★★★★ - 94 ratings
We 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 dan...

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Making Sense of Student Loans Post the Pause - Episode 47 (Classic Episode)

Financially Intentional - October 12, 2023 13:00 - 32 minutes ★★★★★ - 94 ratings
We 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 dan...

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Building Generational Wealth While Retiring Early Abroad - Episode 46 (Classic Episode)

Financially Intentional - October 05, 2023 13:00 - 55 minutes ★★★★★ - 94 ratings
We'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...

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ESG Investing and Why it Makes Investing in What You Believe in Simple - Expert Edition Episode 44 (Classic Episode)

Financially Intentional - October 03, 2023 13:00 - 11 minutes ★★★★★ - 94 ratings
We'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'...

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Teaching Kids Financial Independence - Episode 45 (Classic Episode)

Financially Intentional - September 28, 2023 13:00 - 28 minutes ★★★★★ - 94 ratings
In 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 a...

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How Your Vote Impacts Social Change - Expert Edition Episode 43 (Classic Episode)

Financially Intentional - September 26, 2023 13:00 - 10 minutes ★★★★★ - 94 ratings
In 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. W...

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From Beans and Rice to Financial Independence - Episode 44 (Classic Episode)

Financially Intentional - September 21, 2023 13:00 - 34 minutes ★★★★★ - 94 ratings
In 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 stumble...

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The Social Cost of Amazon - Expert Edition Episode 42 (Classic Episode)

Financially Intentional - September 19, 2023 13:00 - 24 minutes ★★★★★ - 94 ratings
We 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 spendin...

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Six-Figure Income and Freedom as a Travel Nurse - Episode 43 (Classic Episode)

Financially Intentional - September 14, 2023 13:00 - 36 minutes ★★★★★ - 94 ratings
In 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 ...

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Spending with Purpose Supporting Local Businesses - Expert Edition Episode 41 (Classic Episode)

Financially Intentional - September 12, 2023 13:00 - 16 minutes ★★★★★ - 94 ratings
In 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...

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Redefining Financial Freedom with Mini Retirements - Episode 42

Financially Intentional - September 07, 2023 13:00 - 53 minutes ★★★★★ - 94 ratings
We 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 ...

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Ethical Consumption: Redefining Grocery Shopping at Farmer's Markets - Expert Edition Episode 40 (Classic Episode)

Financially Intentional - September 05, 2023 13:00 - 26 minutes ★★★★★ - 94 ratings
We'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, reshap...

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From Nurse to Entrepreneur: Building Your Path to Success - Episode 41 (Classic Episode)

Financially Intentional - August 31, 2023 13:00 - 22 minutes ★★★★★ - 94 ratings
In 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...

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Making Every Dollar Count: CDFIs and Socially Responsible Saving - Expert Edition Episode 39 (Classic Episode)

Financially Intentional - August 29, 2023 13:00 - 21 minutes ★★★★★ - 94 ratings
We 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 clo...

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Financial Empowerment for Nurses: Danielle's Road to Seven Figures - Episode 40 (Classic Episode)

Financially Intentional - August 24, 2023 13:00 - 31 minutes ★★★★★ - 94 ratings
We 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 nurs...

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Empowering Communities Through Credit Unions and Socially Responsible Banks - Expert Edition Episode 38 (Classic Episode)

Financially Intentional - August 22, 2023 13:00 - 15 minutes ★★★★★ - 94 ratings
We are bringing back another heavy hitter! We continue the series on responsible. We highlighted Greenwood Bank as it was up and coming, founded by Killer Mike, Ryan Glover, and a former mayor of Atlanta, with a focus on social justice and equity. The bank offers grants to black and Latinx busi...

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This Nurse Reveals The Truth About 403Bs - Episode 39 (Classic Episode)

Financially Intentional - August 17, 2023 13:00 - 35 minutes ★★★★★ - 94 ratings
We are bringing back the heavy hitters, the episodes y'all couldn't get enough of! These are some of the most listened to gems that'll push your path to financial freedom to the next level. In this throwback episode guest Nancy Bachety discusses the intricacies of 403B retirement plans. Nancy, a...

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Saving Money Socially Responsibly, The Easy Way - Expert Edition Episode 37 (Classic Episode)

Financially Intentional - August 15, 2023 13:00 - 21 minutes ★★★★★ - 94 ratings
In this throwback episode with certified financial planner Marie Thomasson, we discuss how to implement socially responsible investing using Aspiration Bank as an example. Marie highlights both the benefits and limitations of using Aspiration Bank, which is not an investment account but a way to...

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This Nurse Educator is Financially Independent Through Real Estate - Episode 38 (Classic Episode)

Financially Intentional - August 10, 2023 13:00 - 35 minutes ★★★★★ - 94 ratings
Our Guest Dr. Margarita David, the founder of "Dr. Registered Nurse," a platform that provides nursing education and resources, shares her journey from a business degree to becoming a nurse, overcoming challenges, and finding her passion in nursing. She discusses the importance of diversifying i...

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An Introduction to Responsible Investing - Expert Edition Episode 36 (Classic Episode)

Financially Intentional - August 08, 2023 13:00 - 26 minutes ★★★★★ - 94 ratings
Our guest, Marie Thomasson discusses her background as a certified financial planner and her focus on working with women who value responsible investing. She explains the concept of socially responsible investing, tracing its roots back to the 1960s when activists protested against companies sup...

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Late Starters: Catching Up to FI - Episode 37

Financially Intentional - August 03, 2023 13:00 - 41 minutes ★★★★★ - 94 ratings
We are joined by our guest Bill Yount of Catching Up to FI, for a compelling conversation about the diverse and impactful stories of individuals who have achieved financial independence. We discuss the power of storytelling and vulnerability in creating a strong community that supports and inspi...

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Tips for Choosing the Right Financial Advisor - Expert Edition Episode 35 (Classic Episode)

Financially Intentional - August 01, 2023 13:00 - 16 minutes ★★★★★ - 94 ratings
Our guest Leisa Peterson, certified financial planner and author of "The Mindful Millionaire," discuss the key factors to consider when working with a financial planner. We delve into the importance of finding a fiduciary advisor who prioritizes your interests above all else and share essential ...

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Exploring Land Flipping: The Little-Known Investment Opportunity - Episode 36

Financially Intentional - July 27, 2023 13:00 - 29 minutes ★★★★★ - 94 ratings
We dive into the little-known industry of land flipping as an investment opportunity. Our guest, Pete Reese, shares his journey from traditional real estate to finding immense success in the world of land flipping. Pete's passion and expertise shine through as he reveals the ins and outs of this...

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What to do With Extra Income - Expert Edition Episode 34 (Classic Episode)

Financially Intentional - July 25, 2023 13:00 - 10 minutes ★★★★★ - 94 ratings
Certified financial planner Leisa Peterson joins us to discuss how to handle an increase in income and the importance of having a clear financial plan. We explore strategies for allocating funds, the benefits of zero-based budgeting, and the temptation to indulge in treating oneself. We also cov...

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The College Dilemma: Late-Stage Planning and Financial Solutions - Episode 35

Financially Intentional - July 20, 2023 13:00 - 47 minutes ★★★★★ - 94 ratings
Our guest, financial advisor Brad Baldridge discusses the complex landscape of college planning and its intersection with financial realities. Delving into the different perspectives surrounding the value of higher education, Brad emphasizes the importance of aligning college expenses with overa...

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Teaching Kids About Money - Expert Edition Episode 33 (Classic Episode)

Financially Intentional - July 18, 2023 13:00 - 12 minutes ★★★★★ - 94 ratings
We explore how parental backgrounds and personal narratives impact children's financial upbringing and how this translates into their adult lives. Leisa shares her own experiences and strategies for integrating money conversations seamlessly into family life, emphasizing the importance of modeli...

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This Nurse is Crushing Her Money Goals - Episode 34 (Classic Episode)

Financially Intentional - July 13, 2023 13:00 - 27 minutes ★★★★★ - 94 ratings
She takes personal finance personally. Overwhelmed and ignored by traditional advice as a young woman of color, she taught herself not just to talk the talk. She walks the walk, having paid off over $300,000 of debt in three years and is on track to retire in her forties. Dubbed her "magic reci...

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From Traumatic Childhood to Mindful Millionaire - Expert Edition Episode 32 (Classic Episode)

Financially Intentional - July 11, 2023 13:00 - 20 minutes ★★★★★ - 94 ratings
We are joined by Leisa Peterson, a Certified Financial Planner and author of the book "The Mindful Millionaire", shares her personal journey to becoming a millionaire, which was far from the conventional path. Raised in a challenging environment with a drug-dealing household and constant fear of...

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