Latest Legacy building Podcast Episodes
Conversations with a CFP, Vol. 42 - Socially Responsible Investing through Impact Investing
Financially Intentional - December 14, 2020 15:00 - 30 minutes ★★★★★ - 94 ratingsIn this episode, Marie Thomasson of Modern Assets is back to discuss impact investing, how this can be the hardest but also the most impactful in investing to companies that aligns to your values as an investor. We cover: What is Impact Investing How this can be the difficult option, but also ...
This Nurse Does The Uncomfortable Things- Ep. 75
Financially Intentional - December 10, 2020 15:00 - 47 minutes ★★★★★ - 94 ratingsJoanna Nolte, is a nurse who wants other nurses to be confident through gained competence. She has over thirteen years of nursing experience. She wants every nurse to know “you're not above it, do the uncomfortable things.” She has taken jobs that she initially thought wouldn’t be valuable to h...
Conversations with a CFP, Vol. 41 - Socially Responsible Investing through ESG Funds
Financially Intentional - December 07, 2020 15:00 - 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 ...
This Nurse Empowers Nurses & Busy Mothers To Reach Their Fitness Goals - Ep. 74
Financially Intentional - December 03, 2020 15:00 - 21 minutes ★★★★★ - 94 ratingsRosa Pinto-Butterman empowers nurses and busy moms across the globe through health and fitness so they can live a happy, thriving life. She is passionate about raising the overall wellness of nurses worldwide, which culminated in starting her own company, Nurse Momprenuer. Please join me here,...
Conversations with a CFP, Vol. 40 - Socially Responsible Investing, Making Changes at a Local Level
Financially Intentional - November 30, 2020 15:00 - 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 ...
This Nurse is Giving Thanks- Ep. 73
Financially Intentional - November 26, 2020 18:00 - 12 minutes ★★★★★ - 94 ratingsPlease join me here, and follow me on social media, Instagram and Facebook. Join the Nurses on Fire Community and get access to resources to guide you on the path to Financial Freedom. Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. Work with ...
Conversations with a CFP, Vol. 39 - Socially Responsible Spending, With High Difficulty
Financially Intentional - November 23, 2020 16:00 - 24 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 ...
Conversations with a CFP, Vol. 39 - Socially Responsible Spending Gets Tricky
Financially Intentional - November 23, 2020 16:00 - 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 ...
This Nurse is Teaching the Importance of Self Care - Ep. 72
Financially Intentional - November 19, 2020 15:00 - 51 minutes ★★★★★ - 94 ratingsTasha Triana is a registered nurse, certified yoga and meditation teacher, reiki master, and wellness coach. She has a Master’s degree in Psychology from San Diego State University. After working in the hospital for several years, Tasha experienced burn out and realized the need and importance o...
Conversations with a CFP, Vol. 38 - Socially Responsible Spending, Buying from Small Businesses
Financially Intentional - November 16, 2020 15:00 - 17 minutes ★★★★★ - 94 ratingsMarie Thomasson of Modern Assets is back to discuss how we can direct our spending to micro and small businesses to help diverse and smaller communities rather than big businesses. We cover: Defining what classifies as a Micro and Small business Why helping Micro and Small businesses help the ...
This Nurse Empowers You to Win at Life - Ep. 71
Financially Intentional - November 13, 2020 01:00 - 40 minutes ★★★★★ - 94 ratingsSharese Wilson is a nurse entrepreneur with a vision. After over 20 years of executive corporate leadership, she decided to switch gears and apply her strategic leadership experience and business acumen to help others succeed in life. She is the Managing Partner of CNG Unlimited LLC a family-own...
Conversations with a CFP, Vol. 37 - Socially Responsible Spending, Directly Helping Farmers
Financially Intentional - November 09, 2020 15:00 - 29 minutes ★★★★★ - 94 ratingsMarie Thomasson of Modern Assets is back to discuss another way to adjust our spending habits that can directly help our farmers, compared to buying directly from big box retailers and supermarkets. We cover: Impacts of buying directly through Farmers Markets or Community Supported Agriculture ...
This Nurse is Staying The Course - Ep. 70
Financially Intentional - November 05, 2020 15:00 - 39 minutes ★★★★★ - 94 ratingsCurrently we have no idea who our next president may be and there is anticipated unrest either way. People are nervous about the state of the country as well as the economy. We revisit an earlier episode with our beloved Certified Financial Planner, Leisa Peterson. As a money mentor, spiritual t...
Conversations with a CFP, Vol. 36 - Saving Money Socially Responsibly, Helping Marginalized Groups
Financially Intentional - November 02, 2020 15:00 - 22 minutes ★★★★★ - 94 ratingsMarie Thomasson of Modern Assets is back to discuss another way to be able to do socially responsible savings. We cover: Community Development Investment Fund (CDFI) CDFI compared to Credit Unions How CDFI targets and helps marginalized groups How CDFIs work and circulate investment money co...
This Nurse is Optimizing Her Retirement Investing - Ep. 69
Financially Intentional - October 29, 2020 14:00 - 56 minutes ★★★★★ - 94 ratingsFinancial planning was once a privilege for the wealthy. Get to advise millionaires get while planning for retirement no matter the account balance. Find out how Bloom ensures that you are able to slide into retirement right with a portfolio that is customized for you. Please join me here, and...
Conversations with a CFP, Vol. 35 - Saving Money Socially Responsibly, With Medium Difficulty
Financially Intentional - October 26, 2020 14:00 - 16 minutes ★★★★★ - 94 ratingsMarie Thomasson of Modern Assets is back to discuss socially responsible savings. We cover: Greenwood Bank as the new easy button Banking at Credit Unions Using credit unions to invest in your local community Pros and cons of credit unions We want to hear from you! If you have money questi...
This Nurse Has the Secret Cocktail for Starting a CNA School - Ep. 68
Financially Intentional - October 22, 2020 14:00 - 39 minutes ★★★★★ - 94 ratingsVictoria Randle is a nurse entrepreneur who came from very humble beginnings. At the age of 15 she witnessed the murder of her own mother and become orphaned. Struggling to graduate high school while working fulltime and living on her own by the age of 16, Victoria made a way out of no way. A...
Conversations with a CFP, Vol. 34 - Saving Money Socially Responsibly, The Easy Way
Financially Intentional - October 19, 2020 14:00 - 21 minutes ★★★★★ - 94 ratingsMarie Thomasson of Modern Assets is back to discuss socially responsible savings. We cover: Aspiration Bank and why you should save your money there Their Aspiration Impact Measurement They are an investment management firm, not a bank but act as a third party Who their main investors are C...
This Nurse is Retired Early at 40, Rewind- Ep. 67
Financially Intentional - October 15, 2020 14:00 - 1 hour ★★★★★ - 94 ratingsIn this rewind episode Lynn Frair shares how she was able to retire at 40 even after experiencing a major set back ten years earlier. Nurse turned financial coach specifically for nurses and their families. With a knack for investing, which started at age 12, Lynn reached financial independence ...
EP 2. Beginning the Process of Healing
Growing Healthy Families Podcast - October 14, 2020 13:00 - 19 minutes ★★★★★ - 11 ratingsHealing from emotional pain is a journey that is different for all of us. I share my journey of healing from abuse to a place of healing and forgiveness.
My Dad's Transformation from Broken and Hurt to the World's Best Father
Growing Healthy Families Podcast - October 13, 2020 15:00 - 18 minutes ★★★★★ - 11 ratingsMy Dad was hurt and abused by my mom. He was emotionally scarred, batter and bruised emotionally. God used his pain to show him the man, husband, father and grandfather he wanted to be. When the time came, he became a man that all of us would want to be.
Conversations with a CFP, Vol. 33 - An Introduction to Responsible Investing
Financially Intentional - October 12, 2020 14:00 - 27 minutes ★★★★★ - 94 ratingsWe are joined by our new CFP Marie Thomasson of Modern Assets. We will be conducting a series on Socially Responsible investing teaching you not only what it is but how to take action in your own investing. We cover: The history of Socially Responsible/Sustainable Investing How climate change ...
This Nurse Can Own Their Own Nursing Care Home Ep. 66
Financially Intentional - October 08, 2020 14:00 - 28 minutes ★★★★★ - 94 ratingsAs a mother of four, a law student and a business woman Christine is known andadmired internationally as a ‘transformational trainer’; specializing in training people in how to set up their own nursing agencies, care home and thus going on to ‘transform’ their working lives. Christine is an aut...
Conversations with a CFP, Vol. 32 - Being your parent’s retirement plan
Financially Intentional - October 05, 2020 14:00 - 14 minutes ★★★★★ - 94 ratingsAccording to a 2015 TD Ameritrade study, one in five millennials support their parents by spending an average of $18,250 per year. We discuss: How to budget taking care of parents. How to avoid depending on your children by adequately funding your retirement. The role of high divorce rates ...
This Nurse Believes Every Nurse Can Become A Millionaire - Ep. 65
Financially Intentional - October 01, 2020 14:00 - 20 minutes ★★★★★ - 94 ratingsYou have what it take to become a millionaire! Here are the top 9 lessons shared by the Millionaire Next Door that will help you get there. Episode Description: The people that are typically glamorized as millionaires usually have less money than you think. Here are the characteristics of the ...
This Nurse is Playing Catch Up- Ep. 64
Financially Intentional - September 24, 2020 14:00 - 32 minutes ★★★★★ - 94 ratingsFinancially Intentional started off as a platform to document my debt payoff journey which I began in April 2015. Hear about my life transitions along the journey and where I’m at now. Please join me here, and follow me on social media, Instagram and Facebook. Join the Nurses on Fire Communi...
Conversations with a CFP, Vol. 31 - Getting a Late Start Funding Retirement
Financially Intentional - September 21, 2020 14:00 - 16 minutes ★★★★★ - 94 ratingsIn this conversation, we answer a listener's question. We discuss Funding retirement later in life Contributing to a 401k immediately or waiting for COVID to resolve Paying down debt when starting a new job Buying a house and using NACA (Neighborhood Assistance Corporation of America) We wa...
This Nurse Helps Other Nurses Grow Profitable Health Writing Businesses - Ep. 63
Financially Intentional - September 17, 2020 14:00 - 42 minutes ★★★★★ - 94 ratingsJanine Kelbach, RNC-OB, has extensive experience as an RN in the labor and delivery setting. She works as an OB educator and charge nurse parttime while hosting The Savvy Scribe Podcast. In 2012, Janine began writing on healthcare topics for various blogs and websites. She now coaches others to ...
Conversations with a CFP, Vol. 30 -The One Thing People Should Remember About Money
Financially Intentional - September 14, 2020 14:00 - 11 minutes ★★★★★ - 94 ratingsIn this conversation, we talk about money being a tool. We discuss: What you focus on grows Setting goals for your goals Budgeting apps to help you in setting goals We want to hear from you! If you have money questions or if you want us to assess your finances, please complete this form. S...
This Nurse is Teaching Life Resiliency - Ep. 62
Financially Intentional - September 10, 2020 14:00 - 38 minutes ★★★★★ - 94 ratingsDr. Viola Pierce is the CEO and the founder of the VP Nursing Leadership, Training, and Coaching. She is a nurse with more than 25 years of experience. She streams a morning show live on Facebook and YouTube called, “Morning Infusion with Dr. V.” She is an international speaker but mostly love...
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