Claim OwnershipHolistic Money Podcast
Subscribed: 8Played: 123
Subscribe
© 2023 Holistic Money Podcast
Description
As a financial planner, I learned early in my career that telling you what to “do” with money isn’t enough to get you the financial results you’re after. Instead, you have to change the way you think and feel about money and in this podcast I am going to teach you how to do just that. Over the past 7 years, I have taken myself from credit card debt and no savings to a 7-figure net worth. I did this without a budget or restrictive money plan, but instead smart, sustainable wealth building strategies combined with changing my relationship with money. In this podcast, you’ll learn the ins and outs of my no budget philosophy, practical wealth building strategies, and key mindset shifts to make it happen. There’s no shortage of information out there to tell you what to do with money, but teaching you how to think and feel about money to actually make it happen is my secret sauce. If you’ve been waiting for a podcast that gives you actionable strategies to not only build wealth, but also feel really good while you’re doing it, then you’re in the right place.
51 Episodes
Reverse
In this episode, my husband Craig and I discuss the various fees associated with buying a home. As a Certified Financial Planner and money coach, I provide insights on the financial aspects, while Craig, a local real estate agent, shares his expertise on the home buying process. We cover fees such as the option period, earnest money deposit, appraisal fees, lender fees, title insurance premiums, and property taxes. We also discuss negotiating strategies and the impact of interest rates on mor...
In today’s episode, you’ll learn how to break the credit card debt cycle. I've been there myself, spending most of my 20s and early 30s in credit card debt. But now, I want to teach you how to break free from this cycle for good. If you're tired of running a balance on your credit cards and not making the progress you want, this episode is for you. I'll walk you through the mindset issues that keep you stuck in credit card debt and give you a step-by-step process to break the cycle and use cr...
Join me and Christina as we continue our discussion on preparing for maternity leave and the journey of motherhood. In this episode, we focus on the experience of maternity leave itself, including the shift in mindset and the importance of embracing the time with your baby. We also delve into the financial aspects of having a baby, such as the recurring expenses that come with it. From diapers to formula, we provide insights on how to budget and plan for these additional costs. Additionally, ...
In this episode, I am joined by my friend Christina Wanta to discuss how to financially and mentally prepare for maternity leave and having a baby. We share our different experiences as a corporate employee and an entrepreneur. Part one focuses on pre-maternity leave preparations, including dealing with loss of income, insurance benefits, and saving for baby-related expenses. Part two will cover time off during maternity leave, returning to work, and daycare options.Key Highlights[00:00:00] -...
This episode concludes the "How Does She Afford That" series where I interviewed creative entrepreneurs who have found nontraditional paths to financial success. It is the final installment of the series for 2023, but there’s the possibility of revisiting it in the future. Tune in as I interview Meg Nordman, author of "Have Yourself a Minimalist Christmas" and host of the Journey to Freedom podcast. Meg shares her incredible journey from being a self-identified shopaholic to achieving financi...
In this episode of the Creative Wealth Building Series, mindset coach and co-founder of Happy Karma Homes, Anna K. Morris, shares her inspiring journey of leaving corporate jobs and embarking on a three-year global sabbatical. Anna and her husband Derek eventually returned to Austin, Texas, where they pursued their passion for real estate and started their own design-build company. They secured their first investment property with no personal funds and acquired their next property with just $...
Hey everyone, in this episode, I had the pleasure of interviewing Amanda Horvath, a successful YouTuber who went from running a video production business to making six figures in passive income through her YouTube channel. Amanda shares her journey of transitioning from trading time for money to building an audience and creating her own content. She talks about the importance of lifestyle design and following your intuition in order to create a life of freedom and flexibility. Amanda also dis...
In today's episode, I'm interviewing Faith Mariah, who is a real estate investor, a multi six-figure business owner and a digital nomad. In this episode, I'm going to pull back the curtain on how Faith went from living in a tent for most of her twenties to now living a freedom lifestyle that most people desire. You're going to hear Faith's incredibly inspiring story, as well as the actual financials of how she made this work and most importantly, the mindset that had her create the life of he...
In today’s episode, I interviewed Marlena Jarjoura, a self-made entrepreneur and founder of Hill Country Nature Retreat Center. Marlena shares her journey from teaching children to co-creating an off-grid oasis with her husband in the Texas Hill Country. They have built rental properties and a retreat center using reclaimed and recycled materials. You will gain insights into their financials and the work they have done to create their sustainable retreat center. If you have ever dreamt of hav...
In today's episode, I have the pleasure of interviewing Pat Romboletti, a renowned author, Ted X speaker, and career coach. We dive deep into the concept of bulletproofing your career and how to navigate unexpected career changes. Pat shares valuable insights on changing our mindset about loyalty to our employers and prioritizing our own financial future. This conversation is a game-changer for anyone looking to take control of their career and financial security.Key Highlights[00:02:08] Chan...
Today's episode is all about the six most common investment mistakes that I see derailing you from your investment returns and your long term financial progress. These mistakes are so common. I see them time and time again. They're promoted by the media, your friends, your family, and generally. They often seem like the most exciting and fun way to invest.But through this episode, I'm going to teach you some wealth building fundamentals that are tried and true. They're going to help you get i...
In this episode, I'm going to go through five different principles of a millionaire money mindset. Each of these principles will give you a deeper understanding of how millionaires think about their life, money and wealth to support them in their financial freedom goals. As I go through each principle, I will also give you reflection exercises so you can start to see if these principles align with your current relationship with money or if they are opportunities for you to enhance or strength...
Welcome to today's episode! I'm thrilled to be joined by Sarah Nemecek, a seasoned life and business coach specializing in assisting C.P.A.s. In this episode, we delve into the Top 3 Millionaire Money Mindset Blocks. We uncover the effects of separating your morality and money, and delve into the consequences of avoiding financial realities while claiming "money doesn't matter.”But that's not all—we also tackle the concept of keeping one's financial status confidential. We explore the b...
In today's episode,I'm going to tell you exactly what my husband Craig and I did over the past five years that has resulted in not only a seven figure net worth, but also six figures in passive income off of the investments that we've made through our house hacking and house hopping strategy.Even if you don't think house hopping or house hacking can work for you and your current financial situation today, I highly suggest you listen to this episode because not only are you going to hear the s...
“My advice is to get into real action for your real estate goals. Learn the information that you need to know about your specific financial situation and the ways you want to invest so you can start to get real estate properties under your belt.”Did you know that 90% of millionaires build wealth through real estate? It's an incredibly powerful tool for building financial security, and I'm thrilled to share with you five simple, actionable steps to kickstart your real estate investing journey....
In this episode, I am joined by Gayle Reaume, the CEO and Founder of MoolahU, to discuss how to prepare children for financial success in the real world. Gayle shares her inspiring background and the mission of MoolahU. We address emotional triggers parents may face while spending on their children without teaching essential financial concepts, and offer practical strategies to overcome these obstacles. She guides us in introducing financial education to children and supporting them in r...
In today's episode of the Holistic Money Podcast, I dig into the topic of HELOCs (home equity lines of credit).I explain the concept of a HELOC, its benefits, and how to qualify for one. Emphasizing the importance of strategic and responsible borrowing, I discuss various ways to use a HELOC, such as investing in income-generating assets, paying off high-interest debt, and using it as an emergency fund. I also highlight the potential risks and costs associated with HELOCs, including the p...
Welcome back to the Holistic Money Podcast! I have a treat in store for you in today's special episode. We'll be diving into intentional spending through a behind-the-scenes recorded call from the Holistic Money Program. This insightful conversation focuses on the distinction between impulsive and emotional spending versus intentional spending, providing a valuable framework for understanding your spending decisions. By exploring this topic, you'll gain the necessary tools to start spending m...
“Just like investors want to diversify their investments, diversifying your income helps you reduce risk with money.”In today's episode, we'll discuss one of my favorite personal finance topics: multiple income streams. I have been a multiple income stream girl since I left my parent’s house at 18. Today my husband and I have over 10 income streams and in this episode I am going to teach you how to get started on your multiple income stream journey. The average millionaire has seven inc...
In today's episode, I am interviewing Amanda Grace. Not only is she a former client, but what truly captivates me about Amanda is her remarkable intellect. We will delve into a topic we touch on in every episode: money. However, today we're going beyond the surface and exploring Amanda's personal relationship with money. Together, we'll venture into the profound aspects of money often overlooked in conventional personal finance podcasts. We aim to delve beneath the surface and examine the tho...
Comments
Download from Google Play
Download from App Store
United States