Latest Legacy building Podcast Episodes
Passive Income through Digital Products - Episode 18
Financially Intentional - March 23, 2023 13:00 - 44 minutes ★★★★★ - 94 ratingsCody has been an entrepreneur from a young age. He learned about the value of passive income early on and was able to reach financial independence in his twenties. Learn how he tried and failed at several side hustles until he discovered digital products and what that has done for his life. Tran...
Financial Spring Cleaning - Expert Edition Episode 16
Financially Intentional - March 21, 2023 13:00 - 35 minutes ★★★★★ - 94 ratingsHow to prep your finances for the spring. This is a perfect time to check in with your finances. Use this list as a checkoff if you haven’t these things or need to make sure they are working the way you set them up. Come back to this episode during open enrollment or other life changing events l...
How To Raise Money-Savvy Kids - Episode 17
Financially Intentional - March 16, 2023 13:00 - 50 minutes ★★★★★ - 94 ratingsAre your kids Money-Savvy? Learn how to be intentional in your actions around money to teach your kids how to navigate money independently. Holly has created a Future Millionaire Money Camps for Kids and Teens. This program offers an engaging and informative learning opportunity from home and pr...
Using Life Insurance to Buy Real Estate - Expert Edition Episode 15
Financially Intentional - March 14, 2023 13:00 - 44 minutes ★★★★★ - 94 ratingsDid you know that it was possible to tap into your permanent life insurance policy to buy real estate? Our Life Insurance Expert Acquania Escarne breaks down how she has been able to leverage her life insurance policies to purchase rental properties, syndications and even hotels! She shares how ...
M is for Money: A Practical Approach For Teaching Kids About Money - Episode 16
Financially Intentional - March 09, 2023 14:00 - 38 minutes ★★★★★ - 94 ratingsTeach your kids practical applications of finance so that they can navigate their lives not having to chase money. Rob has been a pivotal figure in shaping how our kids learn about money. His illustrative children's book “M is for Money” teaches the ABCs of personal finance in an inclusive way t...
Long Term Care Planning Part 2 - Expert Edition Episode 14
Financially Intentional - March 07, 2023 14:00 - 47 minutes ★★★★★ - 94 ratingsOur Expert CFP Dr. Jay and I revisit the long term care planning conversation and what I discovered from my conversation with my parents. To say that I feel underprepared is an understatement. Dr. Jay provides resources and things to consider when taking on the responsibility of caring for aging...
Retirement the Beast in the Basement - Episode 15
Financially Intentional - March 02, 2023 14:00 - 33 minutes ★★★★★ - 94 ratingsWe all want to retire, you have more control over when you retire than you think. Daphne joins us to discuss your investment mix, the importance of life insurance, how owning a business can accelerate your path to financial freedom. About Our Guest: Daphne Jones, Financial Educator, Bitcoiner,...
Invest or Pay off Student Loans - Expert Edition Episode 13
Financially Intentional - February 28, 2023 14:00 - 36 minutes ★★★★★ - 94 ratingsJoined with our Expert CFP Dr. Jay, we tackle a listener question. Should they focus on paying off their student loans or increase investments in their employer sponsored retirement plan. We discuss employer matches, when to invest vs focus on debt payoff, and what to expect with federal studen...
Financial Infidelty and Protecting Yourself - Episode 14
Financially Intentional - February 23, 2023 14:00 - 37 minutes ★★★★★ - 94 ratingsLearn how to look for financial red flags of fraud to find the money that belongs to you. We discuss how to prepare for divorce/breakups and financial items you will need a record of. Get the tools to have proactive money conversations with your partner even if a break isn’t in your plans. Tra...
Socially Responsible Investing through ESG Funds - Expert Edition Episode 12 (Classic Episode)
Financially Intentional - February 21, 2023 14:00 - 12 minutes ★★★★★ - 94 ratingsIn this episode, me and my guest, Marie Thomasson of Modern Assets is back to discuss how to invest socially responsibly through ESG funds, and how other topics we’ve covered can help impact change for your retirement investment. We cover: What is an ESG Returns from ESG vs Mutual Funds now ...
The Concierge NP That Engineered His Career For Freedom - Episode 13
Financially Intentional - February 16, 2023 14:00 - 49 minutes ★★★★★ - 94 ratingsIs your career set up to provide you freedom or do you feel like you’ll have to work forever? Theo quickly found out that these jobs will work you to burnout if you let them. Instead he has been able to pivot his career and engineer multiple streams of income so that work is truly an option. T...
Socially Responsible Investing, Making Changes at a Local Level - Expert Edition Episode 11 (Classic Episode)
Financially Intentional - February 14, 2023 14:00 - 11 minutes ★★★★★ - 94 ratingsIn this episode, Marie Thomasson of Modern Assets is back to discuss how to invest socially responsibly in the easiest way. This might be a bit surprising and obvious at the same time, but we discuss in detail how this very important step that could often be forgotten can be a way to invest for ...
Unlearn And Relearn - Episode 12
Financially Intentional - February 09, 2023 14:00 - 36 minutes ★★★★★ - 94 ratingsMost of us weren’t taught about money in school and some concepts can be confusing. Dwayne breaks down concepts in an easy to digest format, through music. On his YouTube channel the Stock Market is Made Simple. Dwayne Tucker is just a regular guy who loves the stock market and hip hop. He dec...
Socially Responsible Spending Gets Tricky - Expert Edition Episode 10 (Classic Episode)
Financially Intentional - February 07, 2023 14:00 - 25 minutes ★★★★★ - 94 ratingsMarie Thomasson of Modern Assets is back to discuss how we can be more conscious about our spending and how retailers with bad labor and business practices have made it too easy for us to check for alternatives. But everyone has to be aware that where they spend is a conscious moral decision of ...
From nursing student to Forbes 30 Under 30 in two years - Episode 11
Financially Intentional - February 02, 2023 14:00 - 31 minutes ★★★★★ - 94 ratingsWhat did you do at the height of covid? This nurse turned her unique study skills into a full fledged business. Stephanee Beggs is a content creator, influencer, professor teaching pharmacology, and emergency room nurse. She unintentionally became viral on social media for her quick, concise ed...
Buy Nothing Groups - Expert Edition Episode 9 (Classic Episode)
Financially Intentional - January 31, 2023 14:00 - 18 minutes ★★★★★ - 94 ratingsIn this episode, Marie Thomasson of Modern Assets and I discuss Buy Nothing Groups and our experiences in both giving and receiving from these groups. This can be a huge tool we can use to either save or give back to our society for things we could have thrown out. We cover: What are Buy Nothin...
Taking Stock of Your Life and Money - Episode 10
Financially Intentional - January 26, 2023 14:00 - 41 minutes ★★★★★ - 94 ratingsWhat if you spent the greater part of your life studying and training to be a doctor only to find out, medicine isn’t for you? Our guest Jordan Grumet aka Doc G, shares how he unintentionally found his way to financial independence. He discusses the lessons he’s learned about life and what reall...
When should you start planning for Long Term Care? - Expert Edition Episode 8
Financially Intentional - January 24, 2023 14:00 - 38 minutes ★★★★★ - 94 ratingsHave you created a plan for when you eventually need assistance with everyday activities and are unable to care for yourself for a long period of time? It's best to start considering long term care insurance when you're relatively young and healthy, as this will help you secure a lower premium...
Househacking and Side Hustling to Financial Freedom - Episode 9
Financially Intentional - January 19, 2023 14:00 - 44 minutes ★★★★★ - 94 ratingsMeet Andre, the man behind the Millennials Next Door. He is financial advisor that walks the walk. He has found creative ways to generate multiple streams of income and cut his living expenses so that work is optional. He is a graduate of the school of hard knocks and has learned and educated f...
Don’t Wait Until You Have An “Estate” To Plan - Expert Edition Episode 7
Financially Intentional - January 17, 2023 14:00 - 48 minutes ★★★★★ - 94 ratingsPortia Wood, Esq our Estate Planning expert joins us to discuss why estate planning is important for every adult. Learn the three aspects of estate plans that are a must. Understand the difference in using AI generated estate plans versus working with an estate planning attorney. Estate planni...
How To Graduate College Debt-Free With Money In Your Pocket - Episode 8
Financially Intentional - January 12, 2023 14:00 - 1 hour ★★★★★ - 94 ratingsWorried about paying for college for your kids? Imagine if they not only had school fully paid for but graduated with a nest egg already in place. Chris shares how his Debt Free Degree Triangle makes this possible. About our guest: Chris Corinthian has worked for over 15 years in higher edu...
Disability Insurance and Why You Need It - Expert Edition Episode 6
Financially Intentional - January 10, 2023 14:00 - 36 minutes ★★★★★ - 94 ratingsOur credit expert Acquania Escarne is back and is putting us up on game on what Disabilty Insurance is and why it’s so important. She covers the different types, how it’s paid out and other things that disability insurance covers. With 4 out of 5 employees becoming disabled in their working life...
Achieving FIRE at 36 - Episode 7
Financially Intentional - January 05, 2023 14:00 - 46 minutes ★★★★★ - 94 ratingsAbout our guest: Antoinette Munroe is a serial entrepreneur with a broad spectrum of business experience in industries ranging from music entertainment to construction. After eight years of accelerated advancement at a global CPG company, Antoinette shifted her focus from climbing the corporate...
The State of Student Loans - Expert Edition Episode 5
Financially Intentional - January 03, 2023 14:00 - 29 minutes ★★★★★ - 94 ratingsOur student loan expert Stanley Tate joins us to talk about what’s going with student loans in this new year. This is an unprecedented time in regards to loan repayment options. There are going to be some massive changes come summer. Check out this episode to learn more about what’s in store. ...
Calculating Health Care Cost into Your Financial Independence Number - Episode 6
Financially Intentional - December 29, 2022 14:00 - 48 minutes ★★★★★ - 94 ratingsAre you worried about how you are going to pay for healthcare if you retire before Medicare age? This conundrum has stumped early retirees and entrepreneurs for decades. Part of the problem is that we just plain unclear about how much healthcare coverage will cost. Lynn Frair and Ryan Connell ha...
Pay Down Debt or Invest? - Expert Edition Episode 4
Financially Intentional - December 27, 2022 16:00 - 49 minutes ★★★★★ - 94 ratingsHave you ever wondered which you should do first? I ask our resident CFP his advice. I also share what I feel is my biggest money mistake in paying off my student loan debt. His response might surprise you. About our expert: Dr. Jay Zigmont, CFP®, and his wife are Childfree and live in Water ...
From 50k in debt to Financially Free in 2 years with Airbnb! - Episode 5
Financially Intentional - December 22, 2022 16:00 - 33 minutes ★★★★★ - 94 ratingsBeen wondering if investing in short to medium-term rentals is for you? Our guest today was able to turn around from being 50k in debt to Financially Free in 2 years with Airbnb! This episode is a good starter for anyone thinking of diving in and understanding the space even more. About our gue...
The Current State of Credit in this Economy - Expert Edition Episode 3
Financially Intentional - December 20, 2022 16:00 - 23 minutes ★★★★★ - 94 ratingsHave you seen some changes to your credit lately? I know I have! American Express just decreased the available credit on three of my cards by 90%. No late payment or other delinquencies. This is a timely episode to have my friend and the Financially Intentional Credit Expert, Shante Nicole joi...
How does being childfree impact your finances? - Episode 4
Financially Intentional - December 15, 2022 16:00 - 53 minutes ★★★★★ - 94 ratingsWe discuss the realities and common misconceptions of being child-free. What does financial planning look like for individuals and couples who are child-free? We dive deep into Retirement Planning, Financial Independence Live Early, and Life Insurance. About our guest: Dr. Jay Zigmont, CFP®,...
Finding the best help for your financial freedom journey - Expert Edition Episode 2
Financially Intentional - December 13, 2022 06:00 - 47 minutes ★★★★★ - 94 ratingsToday, we discuss with our expert, Dr. Jay Zigmont, how you can seek help from financial experts and what to expect when you start discussing finance with your financial advisor. We also cover good fundamentals in your finances and how clutter and inaccurate advice on the internet could potentia...
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