Financially Intentional

Send us Fan MailWe 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 business owners and is positioned as a socially responsible alternative. We also compare credit unions to traditional banks, emphasizing the community-focused nature of credit unions and the benefits of becoming a member. We then cover how credit unions provide opportunities for members to have a say in how the institution's profits are used, potentially aligning with your values and community interests.About Our Guest:Marie Thomasson, CFP® is a financial advisor for progressive women. Marie started her journey with a prestigious internship in asset management after studying Applied Mathematics at UCLA. It turned into 13 long years, overseeing over six billion dollars in bonds for pension funds, institutions, and banks. The experience left her with a deep skillset, and a deeper longing to be free of an industry saturated in privilege, misogyny, and self-interest.https://modernassetsla.com/Support the show---Grab your spot in my free Financial CPR class and learn the simple steps I used to go from paycheck to paycheck to my first million.Please join me here, and follow me on social media, Instagram, and Facebook.Need help getting started on your path to financial freedom? Start HereJoin the Financially Intentional Community Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. Get my book Smart Money

Send us Fan MailWe 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 former teacher, shares her personal experience with 403B plans and how she discovered the high fees associated with them. We highlights the differences between 401Ks and 403Bs and the lack of regulatory protection for 403B participants.Links mentioned:New York Times Articlehttp://www.403bwise.org403b Wise Facebook group www.403bcompare.comCamp FIAbout our guest:Nancy Bachety helps teachers become financially independent. She found out the hard way that not all retirement plans are created equal and many people where paying high fees for subpar products with limited investment options. She set out on a mission to inform educators of their options and helps them optimize their retirement plans.Support the show---Grab your spot in my free Financial CPR class and learn the simple steps I used to go from paycheck to paycheck to my first million.Please join me here, and follow me on social media, Instagram, and Facebook.Need help getting started on your path to financial freedom? Start HereJoin the Financially Intentional Community Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. Get my book Smart Money

Send us Fan MailIn 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 bank in alignment to your values. This is one of many episodes in our socially responsible episode series.About Our Guest:Marie Thomasson, CFP® is a financial advisor for progressive women. Marie started her journey with a prestigious internship in asset management after studying Applied Mathematics at UCLA. It turned into 13 long years, overseeing over six billion dollars in bonds for pension funds, institutions, and banks. The experience left her with a deep skillset, and a deeper longing to be free of an industry saturated in privilege, misogyny, and self-interest.https://modernassetsla.com/Support the show---Grab your spot in my free Financial CPR class and learn the simple steps I used to go from paycheck to paycheck to my first million.Please join me here, and follow me on social media, Instagram, and Facebook.Need help getting started on your path to financial freedom? Start HereJoin the Financially Intentional Community Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. Get my book Smart Money

Send us Fan MailOur 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 investments, particularly in real estate, based on her personal experiences of growing a real estate portfolio with her husband. She also emphasizes the value of being financially independent and not solely relying on traditional employment. Discussing about her bilingual approach to education, offering content in both English and Spanish to make nursing concepts more accessible. I hope her story can provide insights on the power of determination, continuous learning, and entrepreneurial thinking in achieving financial and professional success.About our Guest:Born in the Dominican Republic, and raised in boogie down Bronx, New York, Dr. Margarita David studied at City College of New York with a major in Business Management and Administration, receiving a total of 16 scholarships and attaining a Bachelors degree (BA) with Magna Cum Laude status. She decided to change careers, and explore the field of Nursing. Due to her high merits in business school, and excellent academic success in Anatomy & Physiology, Physics, Chemistry, and Biochemistry, Dr. Margarita was accepted into Drexel University's Accelerated Nursing Program, and graduated in 2006 with a Bachelors degree (BSN) in Nursing. Following her passion for education, I became a Clinical Professor and an Adjunct Professor at various Universities. She has setup the Dr. Registered Nurse to guide nurses through every step of their Doctor of Nursing Practice journey from topic selection, all the way through project development. I help you strategize every part of DNP manuscript, project, implementation, and dissemination.Links to Dr. Margarita David's resources:Dr. Registered Nurses siteDr. Margarita David's InstagramDr. Registered Nurses Youtube ChannelSupport the show---Grab your spot in my free Financial CPR class and learn the simple steps I used to go from paycheck to paycheck to my first million.Please join me here, and follow me on social media, Instagram, and Facebook.Need help getting started on your path to financial freedom? Start HereJoin the Financially Intentional Community Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. Get my book Smart Money

Send us Fan MailOur 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 supporting the Vietnam War and apartheid in South Africa. Over time, socially responsible investing evolved into ESG (Environmental, Social, and Governance) investing, taking into account climate change, social metrics, and governance. Marie emphasizes that ESG investing is now the baseline and shares how ESG portfolios can match or even outperform conventional portfolios on a real return basis, making it a moral imperative for those who have the means to invest.About Our Guest:Marie Thomasson, CFP® is a financial advisor for progressive women. Marie started her journey with a prestigious internship in asset management after studying Applied Mathematics at UCLA. It turned into 13 long years, overseeing over six billion dollars in bonds for pension funds, institutions, and banks. The experience left her with a deep skillset, and a deeper longing to be free of an industry saturated in privilege, misogyny, and self-interest.https://modernassetsla.com/Support the show---Grab your spot in my free Financial CPR class and learn the simple steps I used to go from paycheck to paycheck to my first million.Please join me here, and follow me on social media, Instagram, and Facebook.Need help getting started on your path to financial freedom? Start HereJoin the Financially Intentional Community Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. Get my book Smart Money

Send us Fan MailWe 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 inspires each other on their financial journeys and the significance of changing one's circle of influence to surround oneself with like-minded individuals who share similar goals and aspirations. From overcoming emotional overwhelm to taking actionable steps towards financial freedom, we hope you'll gain valuable lessons on building interpersonal wealth, finding strength in vulnerability, and the transformative impact of a generous and supportive financial community. Join this dynamic podcast to catch up to FI together and be financially intentional on your path to success.About our guest:Bill Yount is a practicing Emergency Physician, happily married with fraternal twin boys. He is a late-starter who woke up to Financial Independence at 50. Bill lived largely in a paycheck-to-paycheck existence in the rat race, on the hedonic treadmill, spending first and saved last. He knew largely nothing about investing and personal finance and it seemed like he made most mistakes in the financial book. Waking up was painful, full of what-if regrets and shame. Recovery has been hard but very rewarding. Bill's mission is to help other late starters start now and get others to start as early as possible on their individual journeys to financial independence. Money is a powerful tool and about mindset, mechanics, and life. We all deserve to live a balanced life of financial freedom and time abundance.You can also find Bill at Catching up to FI and Financial Literacy Project.Support the show---Grab your spot in my free Financial CPR class and learn the simple steps I used to go from paycheck to paycheck to my first million.Please join me here, and follow me on social media, Instagram, and Facebook.Need help getting started on your path to financial freedom? Start HereJoin the Financially Intentional Community Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. Get my book Smart Money

Send us Fan MailOur 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 questions to ask during the selection process. We emphasize the significance of having a partner in your financial journey, not someone who does everything for you but empowers and educates you to take control of your money confidently. We hope you gain valuable insights on achieving financial independence and learning about the Mindful Millionaire approach to transforming your relationship with money.About our guest:Leisa Peterson, CFP® is on a mission to help 1,000,000 people elevate their financial consciousness. As a money coach, business consultant and spiritual teacher, Leisa hosts the Mindful Millionaire podcast as well as virtual workshops and deep-dive retreats. Her masterful blend of sound financial strategy and mindfulness training helps people break free of patterns of lack, scarcity and money fears, allowing them to finally lead the rewarding, fulfilling, and abundant lives they most desire.The Mindful Millionaire by Leisa PetersonSupport the show---Grab your spot in my free Financial CPR class and learn the simple steps I used to go from paycheck to paycheck to my first million.Please join me here, and follow me on social media, Instagram, and Facebook.Need help getting started on your path to financial freedom? Start HereJoin the Financially Intentional Community Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. Get my book Smart Money

Send us Fan MailWe 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 highly profitable and scalable business model. Discover how you can start flipping land with little upfront capital, leveraging public data and remote systems. Whether you're a novice looking for a side hustle or an experienced investor seeking a lucrative venture, Pete's valuable insights and free training program at LandConquest.com will guide you towards financial independence through the exciting world of land flipping. Don't miss this chance to learn from a true industry expert and explore the limitless possibilities in this unique investment opportunity.About our guest:Pete Reese is the President of Reelvest Properties, a land development and investment company. With nearly two decades of real estate experience as a broker and investor, Pete has successfully purchased and sold hundreds of pieces of real estate for a profit over the years for himself and on behalf of his clients. He did $3.5 Million in Revenue in 2022 with his land flipping and development business, and he’s pushing to do $10 Million in 2023. Pete’s always looking for his next deal, including his longtime dream of his own private island. Besides his professional accomplishments, Pete is a proud father to three beautiful girls, keeps up with his family by working out and enjoying a vegan diet, and is the 31st great-grandson of King Henry II.Access Pete’s Free Land Flipping Training Program & CommunitySupport the show---Grab your spot in my free Financial CPR class and learn the simple steps I used to go from paycheck to paycheck to my first million.Please join me here, and follow me on social media, Instagram, and Facebook.Need help getting started on your path to financial freedom? Start HereJoin the Financially Intentional Community Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. Get my book Smart Money

Send us Fan MailCertified 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 cover tax considerations when earning more money and the value of working with a CPA for tax optimization. We hope you can gain valuable insights into making intentional financial choices and the potential impact of disciplined saving on achieving long-term goals.About our guest:Leisa Peterson, CFP® is on a mission to help 1,000,000 people elevate their financial consciousness. As a money coach, business consultant and spiritual teacher, Leisa hosts the Mindful Millionaire podcast as well as virtual workshops and deep-dive retreats. Her masterful blend of sound financial strategy and mindfulness training helps people break free of patterns of lack, scarcity and money fears, allowing them to finally lead the rewarding, fulfilling, and abundant lives they most desire.The Mindful Millionaire by Leisa PetersonSupport the show---Grab your spot in my free Financial CPR class and learn the simple steps I used to go from paycheck to paycheck to my first million.Please join me here, and follow me on social media, Instagram, and Facebook.Need help getting started on your path to financial freedom? Start HereJoin the Financially Intentional Community Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. Get my book Smart Money

Send us Fan MailOur 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 overall financial goals, including retirement planning. He highlights the challenges faced by families in navigating the ever-increasing costs of college and offers practical strategies for managing finances and making informed decisions. With a focus on striking the right balance between educational aspirations and financial stability, Brad provides valuable insights and resources for families seeking guidance in the college planning process.About our guest:Brad Baldridge is one of the nation’s leading college financial experts. He teaches families the best ways to plan, save and pay for college so they can make their children’s college dreams come true without wiping out their finances or their retirement. For over 20 years, he has shared his expertise and insights through his private practice, as a blogger and host of the Taming the High Cost of College Podcast, and as a presenter at numerous workshops and seminars.Guest Resources: Baldridge College SolutionsTaming The High Cost of College ResourcesTaming The High Cost of College PodcastSupport the show---Grab your spot in my free Financial CPR class and learn the simple steps I used to go from paycheck to paycheck to my first million.Please join me here, and follow me on social media, Instagram, and Facebook.Need help getting started on your path to financial freedom? Start HereJoin the Financially Intentional Community Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. Get my book Smart Money