Financially Intentional

Send us Fan Mail What will happen to your money, passwords, photos, and online accounts when you die? In this episode, I talk with Digital Legacy Thanatologist Niki Weiss about the plans most families forget to make. We break down how to choose the right people to manage your accounts, update your beneficiaries, avoid probate problems, protect your digital life, and share your wishes with the people you love. Niki also explains why a will may not be enough and how a final playbook can give yo...

Send us Fan Mail In this classic episode, I’m chatting with Ryan Duitch, Founder and CEO of Arro, a fintech company focused on helping people build credit more responsibly. Ryan shares why the traditional credit system can feel confusing, intimidating, and unfair for so many people, especially those who are new to credit, rebuilding credit, or living paycheck to paycheck. We talk about how financial literacy, behavior, and access all work together, and why learning how to manage money is suc...

Send us Fan Mail In today's classic episode, I talk with Chris Gerardi, Founder and CEO of Realbricks, about a different way to think about real estate investing. Instead of saving up for a huge down payment or becoming a landlord, Realbricks allows eligible investors to purchase fractional shares tied to individual rental properties starting with as little as $100. Chris explains how fractional real estate investing works, how investors may receive rental income distributions, and how Realbr...

Send us Fan Mail In today's classic episode, I talk to April Stewart, a personal finance coach who became a millionaire without starting a side hustle or business. April shares her journey of transforming her corporate salary into long-term wealth. After a tough job loss, she got serious about saving and investing, building a strong financial foundation and becoming debt-free. We discuss the importance of budgeting, why building wealth doesn’t have to mean extreme sacrifices, and the impact o...

Send us Fan Mail Join me in today's classic episode as I talk with R Persichitte, a money expert who helps people avoid scams. We chat about what fraud is, how it is different from rip-offs, and ways you can keep your money safe. R shares real stories about people who lost their savings and gives easy tips to protect yourself. Listen in to learn how to keep your money where it belongs. About our guest: R Persichitte, CPA, CFP®, CFA, CFE, guides business leaders and individuals through tax, i...