DiscoverMoney Mentor PodcastBONUS EP – Relationship Manager and Client | Corey with Lisa & Shane | CHANGING LIVES | Season 3 Ep21
BONUS EP – Relationship Manager and Client | Corey with Lisa & Shane | CHANGING LIVES | Season 3 Ep21

BONUS EP – Relationship Manager and Client | Corey with Lisa & Shane | CHANGING LIVES | Season 3 Ep21

Update: 2025-09-03
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In this episode of The Money Mentor Podcast, we sit down with Lisa and Shane, a couple who once thought juggling 15 different bank accounts and a credit card was “budgeting.” They open up about the stress of trying to follow the Barefoot Investor, the trap of credit card debt, and the lack of accountability that kept them stuck.

After joining Infinity, they completely turned things around — cutting out bad debt, simplifying their finances, and wiping $60,000 off their mortgage in just a few months. Along the way, they discovered the power of community, accountability, and leading by example for their kids.


We cover:

  • Why multiple accounts and spreadsheets weren’t real budgeting
  • How they finally ditched their credit card for good
  • The mindset shift of selling toys and living with less debt
  • How Infinity’s accountability and community helped them stay on track
  • The new financial habits they’re passing on to their children


If you’ve ever felt like you’re “doing okay” but not really moving forward, Lisa and Shane’s story proves that the right plan, support, and mindset can change everything.

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BONUS EP – Relationship Manager and Client | Corey with Lisa & Shane | CHANGING LIVES | Season 3 Ep21

BONUS EP – Relationship Manager and Client | Corey with Lisa & Shane | CHANGING LIVES | Season 3 Ep21

Graeme Holm