Financially Intentional
Episodes
392 episodes
Unlocking Investment Opportunities You Didn't Know Existed - Episode 174 (Classic Episode)
In today's classic episode, I sit down with Kelly Ann Winget, an incredible expert in the world of private equity, to talk about how she broke into a male-dominated field and built her own path to wealth. Kelly shares the lessons she learned fr...
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Teaching Kids Financial Literacy Early - Episode 173 (Classic Episode)
In today's episode, I sat down with David Delisle, creator of The Golden Quest, a graphic novel that helps kids learn about money in a simple and meaningful way. David shares how he started investing at age 11, how that shaped his view of money...
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The Cost of Independence No One Talks About - Episode 172
In today's episode, I sit down with Jack Howard from Ally to talk about the real cost of being single and why so many people still feel stress and shame around money. We talk about Ally’s study on singledom, why many women are choosing peace an...
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Why Financial Behaviors Matter More Than Math - Episode 171 (Classic Episode)
In this classic episode, I chatted with Joseph Reinke, founder of FitBUX, about the money habits that can shape your financial future for years to come. Joseph shares what young professionals need to know about student loans, mortgages, financi...
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More Money Will Not Fix This - Episode 170
Money is not just numbers, and in today's episode, I’m talking with Tari Vickery about the emotional side of money and how money trauma, fear, and scarcity can shape the way we spend, save, and build wealth. Tari shares how her family history a...
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You Do Not Need More Money, You Need a Better System - Episode 169
In today's episode, I’m talking with Sahirenys about how a simple money system can help you stop feeling behind and start feeling more in control. She shares how watching her family lose everything in the 2008 recession changed her life, and ho...
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What Most Parents Get Wrong About Paying for College - Episode 168
In today's episode, I sit down with Shellee Howard to talk about how parents can help their kids go to college without taking on huge debt. We get into college planning, scholarships, FAFSA mistakes, and why the right school is not always the m...
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How Bola Sokunbi Built Clever Girl Finance and Became a Millionaire - Episode 167
Want to feel calm about money and start to build wealth? In today's episode, I sit down with Bola Sokunbi, the founder of Clever Girl Finance and the author of Clever Girl Millionaire. Bola shares how she learned the money rules as a first gene...
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The Hidden Shame That Keeps You Stuck With Money - Episode 166
In today’s episode, I’m talking with Uma Viswanathan, cofounder of True Worth, about your money story and how it shapes the way you spend, save, and build wealth, especially if you’re a first generation wealth builder. We dig into how family, c...
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The smartest way to choose a college is to start with the life you want - Episode 165
In today's episode, I talk with Bri Franklin, a money coach who helps people pick a smart path after high school. We talk about college costs and student loans, and what to ask before you sign for debt. Bri shares ways to cut student loan debt,...
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This AI Lets Families Keep Loved Ones Stories Alive Forever - Episode 164
In today's episode, we are joined by Miles Spencer, the founder of Reflekta.ai, to talk about a new way to save your family stories with AI. Miles shares how AI can take your photos, memories, and values and turn them into a voice you can talk ...
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Navigating Divorce as a New Beginning - Episode 163 (Classic Episode)
In today's classic episode, we are joined by Regina McCann Hess, a financial expert who helps women navigate their finances, especially during divorce. Regina shares her journey from being a critical care nurse to a financial advisor and how sh...
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How to Afford Everything Without Feeling Deprived - Episode 162
In today's episode, I sit down with Dr. Darla Bishop from Finances to talk about how families can build a better relationship with money and raise kids who are money smart. We share simple ways to teach kids money skills in real life, like what...
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Discover the Power of Small Side Hustles - Episode 161 (Classic Episodes)
In this classic episode, I talk with Michelle about what workers can do when the rules at work feel unfair, like confusing job contracts, “no compete” rules, and changes that can affect pay and overtime. We break down what these ideas mean in s...
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MyBudgetCoach and Zero Based Budgeting - Episode 160 (Classic Episode)
In today's classic episode, I sit down with Zach Whelchel to talk about why budgeting can feel so hard and how to make it way simpler. Zach shares how a zero based budget works, why giving every dollar a job can lower your stress, and how to bu...
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Health Is the Missing Piece in Your Wealth Plan - Episode 159
In today's episode, I talk with Dr. Aleksandra Gajer about why so many of us feel tired, stressed, and “off,” even when we’re trying to do all the right things. We break down what’s really happening with hormones, metabolism, and aging in a sim...
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Financial Spring Cleaning - Episode 158 (Classic Episode)
In this classic episode, I’m walking you through a simple “just in case” money checklist that most of us avoid until it’s too late—and it’s perfect for a little financial spring cleaning right after the New Year. We talk about wills and trusts,...
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Using Life Insurance to Buy Real Estate - Episode 157 (Classic Episode)
Did 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 prope...
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Stop Letting Tax Pros Confuse You And Take Back Control - Episode 156
In today's episode, I’m joined by tax expert Hannah Cole from Sunlight Tax to make self employed taxes feel way less scary and way more doable, so you can stop missing write offs and stop overpaying. We walk through simple end of year moves lik...
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Long Term Care Planning - Part 2 - Episode 155 (Classic Episode)
Our 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 w...
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When should you start planning for Long Term Care? - Episode 154 (Classic Episode)
Have 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 y...
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Don’t Wait Until You Have An “Estate” To Plan - Episode 153 (Classic Episode)
Portia 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 worki...
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When Success Is Literally Making You Sick and How To Redefine It - Episode 152
In today's episode I sit down with coach and author Amina AlTai to talk about what she calls the Ambition Trap and how it can push us toward stress and burnout instead of a life we actually enjoy. We share our own stories of chasing “perfect” s...
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Make Your Nine to Five Fund Your Freedom Not Your Burnout - Episode 151
In today's episode, I talk with Angel Mathis about how she paid off a big debt, saved a lot, and made work optional as a nurse. We share simple steps you can copy, like tracking your money, using your benefits, and investing a little each month...
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Historical Fiction That Explains Your Money Better Than a Textbook - Episode 150
In today's episode I sit down with Terry Kirk to talk about money lessons from the 1929 market crash and the Great Depression. Terry tells real stories from his book Pitfall and from life on the Chicago trading floors. We break big ideas into s...
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