Wallet Street with Charlotte

It’s that time of year again where the sales are endless and spending can easily run away from us. Trying not to let this year get out of hand? Listen for some tips on how to improve spending awareness. To send in your question or share a comment, send an email to Charlotte at walletstreetpodcast@gmail.com. You can also join the Wallet Street for Women group community chat by emailing Charlotte at walletstreetpodcast@gmail.com to be added. You can follow me, Charlotte Guy, on LinkedIn for more confidence building money insights or subscribe to the newsletter at walletstreetpod.com/subscribeListen on Apple, or Spotify.Disclaimer: Opinions are my own. The content on the site and in the podcast do not constitute financial, legal, accounting, tax, or investment advice. Content is for educational purposes only. Past performance is not a guarantee of future results.

I answered a listener's question around how much is needed to start investing. You might be surprised by the answer. Listen to learn how to think about starting investing To send in your question or share a comment, send an email to Charlotte at walletstreetpodcast@gmail.com. You can also join the Wallet Street for Women group community chat by emailing Charlotte at walletstreetpodcast@gmail.com to be added. You can follow me, Charlotte Guy, on LinkedIn for more confidence building money insights or subscribe to the newsletter at walletstreetpod.com/subscribeListen on Apple, or Spotify.Disclaimer: Opinions are my own. The content on the site and in the podcast do not constitute financial, legal, accounting, tax, or investment advice. Content is for educational purposes only. Past performance is not a guarantee of future results.

There’s only 8 weeks left in the year! Does that induce panic? If not, don’t fear. This episode, we talk through how to not give up on those financial goals we set for ourselves in 2023 and how we can still accomplish some of them. I’ll walk you through some tips and tricks on how to prioritize those money tasks you’ve been meaning to tackle and how to actually get them done before the end of the year. To ask a question or share a comment, send an email to Charlotte at walletstreetpodcast@gmail.com. You can also join the Wallet Street for Women group community chat by emailing Charlotte at walletstreetpodcast@gmail.com to be added. You can follow me, Charlotte Guy, on LinkedIn for more confidence building money insights or subscribe to the newsletter at walletstreetpod.com/subscribeListen on Apple, or Spotify.Disclaimer: Opinions are my own. The content on the site and in the podcast do not constitute financial, legal, accounting, tax, or investment advice. Content is for educational purposes only. Past performance is not a guarantee of future results.

It’s Halloween! And it’s an excellent time to try being your future self for the day. We go through how to define your future self and how they deal with money. Afterwards, we talk about how Halloween can be a day to encourage stepping into the shoes of your future self. If you were to be your future self, how would they deal with a bill that comes in the mail? What would they spend their money on? Having this north star can help guide your money decisions and habits. For more money insights, follow Charlotte Guy on LinkedIn at https://www.linkedin.com/in/charlotte-guy/ or subscribe to the newsletter at www.walletstreetpod.com/subscribeEmail questions and comments at walletstreetpodcast@gmail.com.Disclaimer: Opinions are my own. The content on the site and in the podcast do not constitute financial, legal, accounting, tax, or investment advice. Content is for educational purposes only. Past performance is not a guarantee of future results.

Do these sound familiar when you think about your personal finances? Shame, embarrassment, overwhelmed, dumb? If so, then this episode is for you. We’ll go over why we feel this way and how we can re-frame our thinking. I’d love to hear from you! Email walletstreetpodcast@gmail.com with your questions and comments. Disclaimer: Opinions are my own. The content on the site and in the podcast do not constitute financial, legal, accounting, tax, or investment advice.

Did you know that there are 3 tools that you already use day to day that can help with your personal finances? I’ll walk you through how I use these tools and how you can apply them to your own money management. I’d love to hear from you! Email walletstreetpodcast@gmail.com with your questions and comments. Disclaimer: Opinions are my own. The content on the site and in the podcast do not constitute financial, legal, accounting, tax, or investment advice.

Ann Koppuzha (Founder, Powerhouse Strategy) shares what you should invest in when starting your business. Plus, we talk about: -How finding product-market fit is the foundation for your business-3 key questions you should ask yourself when deciding between DIY vs outsourcing a task-What is the Entrepreneur’s Scorecard and how to value your time-How to figure out validating your idea-When to use pre-made legal templates vs custom templates (Note: In a listener poll, listeners said they wish they had known more about legal before starting their business) Ann has several free resources for budding entrepreneurs, including an elevator pitch guide, a business plan template, and resources for starting your business. Check it out at powerhouse-legal.com/resources.You can find more about Ann at @powerhousestrategy and @powerhouselegal on Instagram. Other links mentioned:-Ann’s recommendation: Tribe of Mentors by Tim Ferriss -Charlotte’s recommendation: Succession (HBO)-Amy Porterfield (@amyporterfield)-Pat Flynn (@patflynn)-Jenna Kutcher (Goal Digger Podcast)-The Mom Test by Rob Fitzpatrick-Behind Her Empire Disclaimer: Opinions are my own. The content on the site and in the podcast do not constitute financial, legal, accounting, tax, or investment advice.

It’s another crossover episode with Not So Silent Reading! This week we read Chris Bailey’s new book How To Calm Your Mind. -What is a dopamine fast? -Which activities are you doing that overstimulate you the most? -Why do our minds get burnt out? Listen on Apple, or Spotify.Disclaimer: Opinions are my own. The content on the site and in the podcast do not constitute financial, legal, accounting, tax, or investment advice.

Eryn Schultz (founder of Her Personal Finance) identifies 3 financial mistakes you could be making and how to fix them. Plus, we talk about credit card debt, sitting on too much cash, rolling over 401ks, and investing when you don’t know where to start.-3 money mistakes you could be making and tangible actions to fix them-What to do if you find yourself in credit card debt and unwinding the shame around it-What to do if you’re feeling stuck about investing or rolling over 401ks-What Eryn wish she had known in her 20’s and what she’s still learning about todayFind out more about Eryn and Her Personal Finance:Instagram: @her.personal.financeLinkedIn: Eryn Schultzherpersonalfinance.com10 week bootcampOther links mentioned:-Eryn’s recommendation: Tomorrow Tomorrow and Tomorrow by Gabrielle Zevin-Charlotte’s recommendation: In Order To Live by Yeonmi Park-The Simple Path to Wealth-Bogleheads forum-Money with KatieRate and review the podcast and subscribe to the Wallet Street newsletter for more updates. Disclaimer: Opinions are my own. The content on the site and in the podcast do not constitute financial, legal, accounting, tax, or investment advice.

It’s a crossover episode! Today I’m sharing my recent episode on the book podcast Not So Silent Reading. I chat with my friend Catie about the bestselling book The Body Keeps The Score by Bessel van der Kolk. We share what we found most helpful and fascinating. And find out what are next book will be!Disclaimer: Opinions are my own. The content on the site and in the podcast do not constitute financial, legal, accounting, tax, or investment advice.

This week I interview Gilad Andorn, VP of New Revenue & Strategy (LiveAuctioneers), about what it’s like to work in finance for a growing company. We hear a lot in the news about company profits, projections, and funding rounds - but what does that actually entail? Join me as Gilad helps me understand what the finance function in a growing company does. Listen on Apple, or Spotify. LiveAuctioneers: www.liveauctioneers.comYou can find Gilad on LinkedIn Gilad’s recommendation: The Bomber Mafia by Malcolm GladwellCharlotte’s recommendation: World Next Week podcast by Council on Foreign RelationsRate and review the podcast and subscribe to the Wallet Street newsletter for more updates. Disclaimer: Opinions are my own. The content on the site and in the podcast do not constitute financial, legal, accounting, tax, or investment advice.

David Kafafian, COO of Stride Funding, explains what’s the latest in student loans, how the new proposed federal loan changes could affect students, and how income share loans are creating a new path for financing education. Listen above, on Apple, or Spotify. You can find Stride Funding at www.stridefunding.com or @stridefunding on Twitter, Instagram, FB or LinkedInYou can find David at David@stridefunding.com  or on LinkedIn David’s recommendation: All-In Charlotte’s recommendation: How to Calm Your Mind by Chris BaileyRate and review the podcast and subscribe to the Wallet Street newsletter for more updates. Disclaimer: Opinions are my own. The content on the site and in the podcast do not constitute financial, legal, accounting, tax, or investment advice.

Sarah Olsen, Managing Partner of Europa Partners, catches us up on what’s been happening in crypto and what it’s like to start a crypto fund. Europa Partners: www.europapartners.xyzSubscribe to the Wallet Street newsletter at https://www.walletstreetpod.com/subscribeDisclaimer: Opinions are my own. The content on the site and in the podcast do not constitute financial, legal, accounting, tax, or investment advice.

Today I talk about how 3 books helped change the way I think about money. I share with you the key takeaways to help reframe money habits. 1. 12 week year by Brian P. Moran and Michael Lennington2. Atomic Habits by James Clear3. Messy Minimalism by Rachelle CrawfordSubscribe to the Wallet Street newsletter at https://www.walletstreetpod.com/subscribeDisclaimer: Opinions are my own. The content on the site and in the podcast do not constitute financial, legal, accounting, tax, or investment advice.

It’s a crossover episode! Today I’m sharing my recent episode on the book podcast Not So Silent Reading. I chat with my friend Catie and the book Burnout by Emily Nagoski, PhD and Amelia Nagoski, DMA. We share our own tales of burnout, how to manage it, and how this book helped us see it differently.

It’s a new year! Before you set any money New Year’s resolutions, Charlotte explains why instead you should set a 12 week goal, why “Simple” is her word of the year, and what’s new with the podcast. Disclaimer: Opinions are my own. The content on the site and in the podcast do not constitute financial, legal, accounting, tax, or investment advice.

Real estate agent Anna Morgan, of the Seattle-based Morgan Group, explains 1) how interest rates, inflation, and COVID is affecting the real estate market and 2) what buyers and sellers should know before a transaction.Anna was my real estate agent and help me go through an overwhelming and confusing process. I touched base with her to get her perspective on what’s happening in the real estate market today: 1) How are inflation/interest rates affecting the market2) Are we in for a downturn? 3) What should buyers and sellers prepare for before going through the process? Also, we answer a reader’s question: “Are we screwed? Are home prices going down because of economy and interest rates?”Please subscribe for future episodes and rate/review the pod. It helps us get feedback and lets other people find the show. Links: Morgan Group@morgangroupSign up for Wallet Street weekly briefingsAnna’s recommendations: Just Mercy by Bryan StevensonEmbarrassed to AskCharlotte’s recommendations: We Own This CityDisclaimer: The podcast does not constitute financial, legal, accounting, tax, or investment advice.

The Kentucky Derby races this Saturday, May 7th. For a long time I’ve wanted to pick my dad’s brain about the famous Derby and the horse racing industry. He’s been a race horse broker for 40yrs and was a former amateur rider. Yesterday we sat down to chat and he shared with me so many fascinating tidbits. Listen to learn more about how it all works, which horses get selected for the Derby, and why it’s about so much more than big hats and mint juleps. Disclaimer: Opinions are my own. The content on the site and in the podcast do not constitute financial, legal, accounting, tax, or investment advice.

-What are the use cases for crypto around the world? -How is crypto used when local currency is facing devaluation? -What are central bank issued digital currencies? Join Andre and I as we discuss how crypto is used to mitigate financial risk around the world. Disclaimer: Opinions are my own. The content on the site and in the podcast do not constitute financial, legal, accounting, tax, or investment advice.

-Shorting SPACs-Greensill-NFTs in the art world-Dr. Wu Lien-teh’s mask-Walter Isaacson & CRISPR-the Grammy'sDisclaimer: Opinions are my own. The content on the site and in the podcast do not constitute financial, legal, accounting, tax, or investment advice.