Financially Intentional

Send us Fan MailJoined 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 student loans over the next few months.Resource Mentioned: Advice Only NetworkAbout our expert:Dr. Jay Zigmont, CFP®, and his wife are Childfree and live in Water Valley, MS. He has a Ph.D. in Adult Learning from the University of Connecticut and is a CERTIFIED FINANCIAL PLANNER™ and Childfree Wealth Specialist. He is the founder of Childfree Wealth, a life and financial planning firm specializing in helping Childfree Individuals and the author of “Portraits of Childfree Wealth”.He has been featured in Fortune, Forbes, MarketWatch, Wall Street Journal, New York Times, Business Insider, CNBC, and many other publications.Get your 15 day free trial to the Childfree Wealth Self-Directed Financial Planning SystemVisit Childfree Wealth 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 MailLearn 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. Tracy has been investigating fraud for more than 25 years, but she didn’t always want to be a forensic accountant. With a dream of one day being a prison warden, Tracy went to Marquette University in Milwaukee, WI to get a criminology degree. A class on financial crime investigations reminded her how much she loved Encyclopedia Brown books as a kid. She continued her criminology degree, but added accounting and economics courses so she could sit for the CPA exam… and here Tracy is, finding money in cases of corporate fraud, high net worth divorce, and other financial shenanigans.Get $100 of Tracy’s Divorce Money Guide with code: NASEEMASupport 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 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 nowHow to find ESG FundsImpacting change by asking for your preferred investment fundLinks mentioned in the episode:CFP Episode 34 - Saving Money Socially Responsibly, The Easy WayRetirement Plans: Last Week Tonight with John OliverNurses on Fire Episode with Blooom Founder, Chris CostelloSupport 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 MailIs 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. Theo Jones, Sr., CRNP, FNP-BC, MBA, MSN is a family nurse practitioner with a career spanning 8 years serving in specialties such as intensive care and trauma surgery, with a subspecialty in acute pain management after the completion of a post-Masters fellowship.Theo currently serves as the founder and CEO of Weekend Whitecoat Concierge LLC, a concierge a healthcare company focused on concierge and telemedicine and mobile lab testing.Grab your copy of the Freedom Manifesto!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 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 you and your community. We cover:The cheapest method in investing What other elections need our investment of timeHow your vote can impact change not just on a national level, but on a local levelWhat are some red flags for those running for officeStay connected:Be one of the founding members of Greenwood Bank, apply hereLearn more about Marie by visiting her website---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 MailMost 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 decided to combine finance and hip hop to be the change he wanted to see. Follow Dwayne on YouTube---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 MailMarie 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 approving or not what these businesses do. We cover:The dark side of the biggest retailers business practices and their impact to society Having your values reflect how you spend and whereAlternatives to buying from these big retailers to those with better business practicesIf unavoidable, how to still buy from these with the least negative impactStay connected:Be one of the founding members of Greenwood Bank, apply hereLearn more about Marie by visiting her website---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 MailWhat 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 educational tools that led to the creation of RNExplained, Inc. . I believe in hustling while I can. I’m not married and I don’t have any children yet, so my hobbies have become my side hustles.Follow RNExplained on:TikTok - https://www.tiktok.com/@stephbeggInstagram - https://www.instagram.com/stephaneebeggs/?hl=en---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 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 Nothing GroupsOur experience in saving by joining these groupsHow you can also give back to help othersThe geographic nature of groups and how to find themLearn more about Marie by visiting her website---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 MailWhat 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 really matters inspired by his years as a hospice doctor. Learn about how he was able to turn his career into a passion so that retirement is truly optional. About our guest:Jordan Grumet was born in Evanston, Illinois in 1973. His interest in becoming a doctor was ignited when his father, an oncologist, died unexpectedly in the prime of life. This profound loss not only inspired him to practice medicine, it has given him a unique perspective as a financial expert, challenging him to think deeply and critically about concepts like wealth, abundance, and financial independence.After graduating from the University of Michigan, Jordan received his medical degree from Northwestern University, and began practicing Internal Medicine in Northbrook, Illinois. He currently is an associate medical director at Journeycare Hospice.After years of blogging about financial independence and wellness, Jordan launched the Earn & Invest podcast in 2018. In 2019 he received the Plutus Award for Best New Personal Finance Podcast and was nominated in 2020 and 2021 for Best Personal Finance Podcast of the year. His book, Taking Stock: A Hospice Doctor’s Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life was published by Ulysses Press in August 2022.---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