In honor of Women's History Month, I am joined by the amazing Carrie Schwab-Pomerantz! You may know her as the daughter of Charles Schwab, but Carrie is a very passionate and active leader in the financial literacy space herself. Carrie is a CFP and the current President & Board Chair at Charles Schwab Foundation. In this episode she dives into stories of her upbringing, lessons she wishes she had learned earlier about money, what advice she offers young people today and why she believes personal finance is a social justice issue today. You're going to get so many gems from my conversation with Carrie... so, grab a notepad to take notes and enjoy!Follow Carrie:Twitter: https://twitter.com/CarrieSchwabLinkedIn: https://www.linkedin.com/in/carrieschwabpomerantz/Facebook: https://www.facebook.com/CarrieSchwabPomerantz1www.schwabmoneywise.com/The Charles Schwab Guide to Finances After Fifty: https://content.schwab.com/web/retail/public/book/ ★ Support this podcast on Patreon ★
Teri Ijeoma is the creator of the Trade and Travel Course, which is the #1 selling course on Teachable and has made Teri a multi-millionaire. The course teaches people how to make $1,000 a day by trading in the stock market using a step-by-step framework. In this conversation Teri shares why she developed the course and how she makes financial decisions today as a successful entrepreneur.Follow her work and learn more about her program at: https://www.instagram.com/tradeandtravel ★ Support this podcast on Patreon ★
This week we hear from the awe-inspiring Poulomi Damany, who I first heard speak at a virtual event back in 2018 when she was the VP of Product Management at Credit Karma. Not only has she since moved to the role of General Manager of Assets and Tax at Credit Karma, (#levelup) but she has continued to be one of the leading women of color in tech that I admire!Prior to joining Credit Karma, Poulomi spent a year with the US Digital Service, the swat team that came in to rescue Healthcare.gov. She learned that bad technology was truly holding people back from getting the basic health services they needed and committed to being an agent for change in the private sector by leveraging technology to help improve people's lives.In the episode, Poulomi mentions this Qualtrics Study on behalf of Credit Karma with lots of data and insights into gen z and how they seek financial advice on social media: https://www.creditkarma.com/about/commentary/gen-z-turns-to-tiktok-and-instagram-for-financial-advice-and-actually-takes-it-study-findsCheck out the full playlist of podcast interviews on YouTube here: https://www.youtube.com/playlist?list=PLBqtkN0VZ5hRYos5EHdGJfRDc5r9w6u_wLet’s connect:FACEBOOK: https://www.facebook.com/missbehelpful/INSTAGRAM: https://www.instagram.com/missbehelpful/BUSINESS INQUIRIES: Missbehelpful@gmail.com ★ Support this podcast on Patreon ★
Eryn Schultz became passionate about helping women with MBA's achieve their financial goals while completing her own MBA at Harvard Business School. She learned that women own only $0.32 for every $1.00 owned by men and in her own MBA program she realized that she learned to manage a corporation's finances but not her own. Eryn became motivated to get educated and to educate as many other women as she could!Now, as an entrepreneur, Eryn works with clients to narrow this gender wealth/investing gap. She has a 10-week money bootcamp, and has recently launched an on-demand course. She also provides one-on-one coaching for couples and individuals who want to tackle their money. Eryn has helped women roll over old 401Ks, max out their IRAs, and feel more confident about their financial decisions overall! Confidence is KEY!Support Eryn's work here: https://herpersonalfinance.com/Follow her on instagram here: https://www.instagram.com/her.personal.finance/ ★ Support this podcast on Patreon ★
Isabella is hands-down one of the coolest people I've ever met! A true independent thinker and free spirit who knew early on that urban living in NYC was not where she would thrive. Isabella moved to California and has been living in her van for years in order to make payments of $2,000 or more every month. She is officially debt-free as of October 2021 and now plans to travel and dive into crypto and defi. I was incredibly impressed with Izzi because of her maturity and wisdom, which are far beyond her 30 years! She's such an inspirational person because of her outlook on life and her ability to shine no matter what struggles she's been faced with in her life. Isabella opens up about: pros and cons of living in a van, glamorization of #vanlife, her upbringing in the Bronx, her favorite personal finance channels, crypto and why she believes it is the future, her plans to travel now that she is debt-free and her passion for psychology and why she believes every child deserves and needs to learn about how the brain works when they're in school. You will LOVE Isabella and her unique story. Follow her and support her at: Personal: https://www.instagram.com/izzi_vanlife/?hl=enArt page: https://www.instagram.com/cooli_fooli/?hl=en ★ Support this podcast on Patreon ★
This is the 4th episode that highlights a Latina in honor of Latinx Heritage Month and it was such a fun chat with Gina from @inanewyorkbudget. Gina is such a real one - she shares her reflections about growing up "spoiled" where her parents would get her the things she wanted and she never thought much about the money. Once she was old enough to begin helping out and earning money on her own, she tasted true independence and realized that it meant she would have to provide the money for the lifestyle she wanted to live and maintain without help from her parents! Listen as Gina breaks down the vacation savings fund for 2020 that ended up putting her and some family members in a really good place financially before the pandemic hit. You'll just love Gina's down-to-earth personality and openness about her goals, mistakes and current priorities when it comes to money and her mindset. Follow Gina here: https://www.instagram.com/inanewyorkbudget/https://twitter.com/inanewyorkbudgt ★ Support this podcast on Patreon ★
Vanessa Salas Collins is a high school teacher in California who is also an advocate for a required financial literacy class in school. She breaks down what she teaches to her students in her financial education class and tells us why it's such a challenge to make personal finance required in school. She also dives into her personal story as a first-generation Latina growing up with a lot of shame about her culture and her financial situation. Here are the links we mentioned in the episode: Instagram: https://www.instagram.com/nuestrafortuna/email: salas.vaness@gmail.com (personal)Email: vcollins@ggusd.us (work)Vanessa uses NGPF's free personal finance curriculum: www.ngpf.org ★ Support this podcast on Patreon ★
Officially 1 week into Latinx Heritage Month and I am PUMPED to highlight the inspiring story of Delyanne Barros, a money coach who created a business and launched an online course (Slay the Stock Market) that have now generated over $1 million in revenue! Talk about inspiring us to get our money right! She's one of the MOST relatable content creators on instagram periodt. Her TikTok page has been featured in countless media sources and as a formerly undocumented immigrant turned lawyer turned entrepreneur, I mean - how can we NOT stan her content!? Tune in to hear how Delyanne mustered up the courage to quit lawyering and become a full-time entrepreneur. Dive into her background and more of her story about paying off $150,000 of student loan debt during the pandemic!Follow and support Delyanne on social and on her website: Instagram: https://www.instagram.com/delyannethemoneycoachTikTok: https://www.tiktok.com/@delyannethemoneycoach?Course site: https://delyannethemoneycoach.com/slay-the-stock-market-waitlist/ ★ Support this podcast on Patreon ★
Maribel is a recent college grad whose family is based in California and has Mexican roots. She is very proud of being Latina and wants everyone in the Latinx community, especially the Spanish speaking population to know that investing to build wealth is for them, too! She strives to make her content inclusive and accessible by posting everything in English and in Spanish.We talk about everything from Maribel's college days, traveling abroad, having her mom's support even when she earned minimum wage working in factories, and leveraging the knowledge Latinxs who work in agriculture have of generational wealth building strategies - and applying that to the stock market here in the US. This girl is on FIRE!!! I'm SO excited to kick off Latinx/Hispanic Heritage Month with Maribel of @OurWealthMatters. Follow and support Maribel's work here: https://www.instagram.com/ourwealthmatters/ ★ Support this podcast on Patreon ★
Bernadette Joy is the CEO of Crush Your Money Goals. After meeting at FinCon a few years ago she and I finally had the time to sit and talk about her story, her business and future goals. Bernadette talks about her shopping philosophy and how to use her rule of thumb to make sure you shop reasonably! Follow Bernadette here: https://www.instagram.com/bernadebtjoy/?hl=en ★ Support this podcast on Patreon ★
This week's episode is INCREDIBLE!!! Briana, aka Bri, is the co-founder of a nonprofit called The Prosp(a)rity Project (TPP). Just a few months into the pandemic, Bri hatched the idea for TPP and hired a team to launch this supportive community that helps college-educated Black women pay down student loan debt by granting them up to $40,000 in aid and offering them career coaching, financial literacy education and more! I'm pumped for you the hear this one!!TPP was created as a result of Bri herself, graduating college with over $116,000 in student loan debt and subsequently being subject to the pitfalls of this burden. Post-graduation, she experienced adversity at every turn, including inability to establish financial security/ independence, difficulty securing well-paying, long-term career opportunities and having to abandon prior entrepreneurial ventures to take on part-time jobs as a means of stay current on her monthly student loan payments.Check out TPP here: https://www.theprosparityproject.org/Follow and support their work on social media here: https://www.linkedin.com/company/the-prosparity-project/https://www.instagram.com/theprosparityproject/ ★ Support this podcast on Patreon ★
After connecting with her in a slack group, I knew Sofie had a story that needed to be shared widely! A first-gen Latina, Sofia Bastida had very supportive parents who wanted to her to pursue what they had not - graduate college and get her degree. This was a dream they wanted her to fulfill at any cost and it put them over $100,000 in debt from student loans. Sofie talks about her upbringing in California and how moving to NYC changed her views about m money and gave her a sense of independence. But the hardest thing she's done and the thing she's most proud of was taking ownership of the debt she put her mother in for her college education. Listen to Sofie talk about it all and sum up the tips she thinks anyone with debt should have in their back pocket!Follow Sofia on Instagram and LinkedIn:IG: https://www.instagram.com/savingwithsofie/LinkedIn: https://www.linkedin.com/in/sofiabastida/ ★ Support this podcast on Patreon ★
She's BAAAAACK!!! What is up, #teambehelpful? I know you missed me in July while I took the month off to get things situated with my move from NYC/NJ to Miami, FL. This is a solo pod - an episode featuring me, myself and I talking all things Miami Money Moves!! It's officially been a full month that I've been a Florida resident and it's been a whirlwind! I'm loving it and can't wait for you to hear all the money things that came up as I reflected on this move. I'm hyped for August because it's my birthday month, but also because I have some INCREDIBLE guests and episodes for this month. I cannot wait for you to hear them all! If you're not already following my on YouTube and Instagram - do it right now! You don't want to miss me going live to answer all the juicy questions about the move to MIA this summer.https://www.youtube.com/missbehelpfulhttps://www.instagram.com/missbehelpfulHappy August!!! #virgoseason ★ Support this podcast on Patreon ★
Niqua is SO inspiring! Not only did she move to the U.S. on her own as a teen from the Virgin Islands, but she figured out her finances on her own and made her way to debt freedom in May of 2021 after pursing - not one - but SEVERAL of her passion projects! She has her MBA, she's an accountant, a travel vlogger and a financial content creator on YouTube, Instagram, Facebook and Etsy. Basically, she's killin' the game.You'll love hearing how Niqua stuck to her debt repayment plan while also making time for the things she enjoys like traveling and hanging out with her loved ones. Follow Niqua here: https://www.instagram.com/financiallywinning/ ★ Support this podcast on Patreon ★
I'm taking it WAY BACK to my high school days with this week's guest, Tiffany Mellard! Tiff and I graduated from the same class at LaGuardia HS in NYC back in 2007! She is an incredibly talented and passionate dancer who turned her passion into her profession. She tells us ALL about the importance of your money mindset when you work in creative arts for a living and she dished the tea about her role in Hamilton as "the Bay bullet" that ended the life of Alexander Hamilton on the Broadway hit, Hamilton: An American Musical. When the pandemic shut down everything and Tiffany had to leave her personal belongings at the theatre and fly back home, she found herself soul-searching and made the best pivot I've seen in all of 2020 and 2021! Tiffany's realness and honesty shines bright and makes her easily one of my favorite people to catch up with in real life and also to follow on IG! Her money mantra is a quote from Jay-Z: "Difficult takes a day. Impossible takes a week." Follow Tiffany on instagram at: https://www.instagram.com/tiffanynmellard ★ Support this podcast on Patreon ★
Wow! I could not be more excited to share this episode with you all. My big sister's baby girl (aka my niece) is graduating from high school in June 2021 and before going off to college she saved up $10,000 on her own and opened a custodial Roth IRA with me as her custodian! I know that's right!Daniela is a vocal major at the most prominent performing arts high school in NYC and she's using her skills now to build her network, start earning income and prepare for the balancing act that is coming up next in her life: College! In this conversation, we chat about her biggest money regrets, a big win of opening her Custodial Account, saving $10,000, early money memories and future goals that Daniela has set for herself.Daniela's money mantra is "It's Never Too EARLY To Start!" #BAWSEYou can follow Daniela on instagram @itsdanieladuran(https://www.instagram.com/itsdanieladuran/) ★ Support this podcast on Patreon ★
This week on the show, I chat with Dyana King of @MoneyBossMama on instagram. Dyana is a money mindset and budgeting coach who made her way into her own financial journey after taking out a car loan that took half of her income. Dyana is now debt-free and on a mission to help other women, especially single moms, to maximize their income and get out of debt the same way she did! Dyana's original vision was to showcase three different aspects of her life: her journey with Money, being the Boss of her life and being a Mama. But when she combined the three to create one name on instagram, everyone insisted that she IS MoneyBossMama - and now she is! Follow Dyana on instagram: https://www.instagram.com/moneybossmama/ ★ Support this podcast on Patreon ★
This week I'm sharing a conversation that I had with Danielle Romoleroux, creator of @FirstGenMoney, which is a personal finance platform online and on social media specially designed by and for first-generation American & first-gen college grads who are building generational wealth for the first time in their familiies! Hello, that's me! This conversation is SO great because it took me back to when I was in my mid-twenties and starting out on my personal finance journey. Danielle talks about her careful financial choices that helped her get ahead and pay off her debt and begin to save money for her big money goals! Danielle is a Jersey girl who moved to NYC to build her professional life and then, covid happened! She dives into a lot of her money habits and money mindset and she's just one of the sweetest and hardest working young women I know! Danielle's money mantra is: "Money does not define your worth!" follow Danielle on instagram at https://www.instagram.com/firstgenmoney/ ★ Support this podcast on Patreon ★
If you've been following Cinneah on instagram @fly.nanced then you know that she relocated to Mexico in early 2021 and this was one of the LAST conversations she had before her big move! I've been loving her feed with updates about her life and finances in Tulum, but I loved chatting with her even more! We dive into her life as a kid growing up in Baltimore, MD and her big accomplishment of paying off all her student loan debt. You'll love hearing that her biggest fear was creating Flynanced and man, oh man aren't we glad she followed her gut on this one!!Cinneah's money mantra is "How bad do you want it?" and if that doesn't set you up for this episode, then I don't know what will!!!Follow Cinneah on instagram at: https://www.instagram.com/fly.nanced/ ★ Support this podcast on Patreon ★
This week's conversation GAVE ME LIFE!!! So many amazing points made by Julia Menez of @GeoBreezeTravel as she dove right into the ins and outs of the marketing behind major travel hacking blogs! They love to play up the luxury of traveling to many of the countries that immigrant communities call home without inviting immigrant communities to participate in travel hacking - but don't worry Julia's got our backs!Follow Julia on instagram at https://www.instagram.com/geobreezetravel/ ★ Support this podcast on Patreon ★