Martinis and Your Money Podcast

WE’RE SPEAKING: The Life Lessons of Kamala Harris: How to Use Your Voice, Be Assertive and Own Your Story by Hitha Palepu

Last month was financial literacy month and believe it or not, we’re fast approaching summertime, so I have books and learning on the brain. I decided to dedicate the month of May to various personal finance or self-help books that I thought would make great books to add to your current or summer reading lists. Today, I’m speaking with my friend, entrepreneur, author, and investor, Hitha Palepu about her recent release, WE’RE SPEAKING The Life Lessons of Kamala Harris: How to Use Your Voice, Be Assertive, and Own Your Story. This is a fantastic book with such a unique perspective, and I know you’re going to love it.  For more information, visit the show notes at https://www.martinisandyourmoney.com/show-notes/episode420

Fire the Haters with Jillian Johnsrud

Last month was financial literacy month and believe it or not, we’re fast approaching summertime, so I have books and learning on the brain this month. I decided to dedicate the month of May to various personal finance or self-help books that I thought would make great books to add to your current or summer reading lists.  Kicking off the month is my friend, Jillian Johnsrud, host of the Everyday Courage podcast and author of the book, “Fire the Haters: Finding the Courage to Create Online in a Critical World,” a book that helps creatives and entrepreneurs share their best work with the world. She joins me to talk about why she wrote the book and how we can apply the lessons in the book to our online interactions.  For more information, visit the show notes at https://www.martinisandyourmoney.com/show-notes/episode419

Cryptocurrency with the Happy Hour Ladies

Hello Martinis and Your Money Listeners! Today is the last Friday of the month and my regular listeners know that on the last Friday of the month, I host the happy hour on the podcast where I gather great friends with me to drink cheap drinks and talk about money topics. Today is the last Friday of April and April is Financial Literacy Month or what we like to call our favorite time of year at The Financial Gym. An entire month that’s focused on the importance of financial literacy. I always say that financial literacy is just as important as regular literacy and while there are so many resources for us out there to get better at it, I still feel as though we have a financial literacy crisis in the US. Every day new clients come to the Financial Gym feeling shame that they aren’t as adept in their personal finance knowledge and my response is always the same. Why should you feel confident? Most of us didn’t learn about personal finance at home, at school or on the job, yet the second we start receiving paychecks, we’re responsible for managing our money and navigating the world of personal finance.  This month on the podcast, I’m addressing a particular area of finance that our clients find the most challenging. Today on the Happy Hour the ladies join me to talk about Cryptocurrency and whether or not it’s something you should focus on in your investment portfolio. As you can imagine, there’s a lot of opinions here. For more information, visit the show notes at https://www.martinisandyourmoney.com/show-notes/episode418  

Managing Debt with Leslie Tayne, Esq

Investing for Retirement with Gaurav Sharma

Hello Martinis and Your Money Listeners! Today is the third Friday in April and in case you didn’t know, April is Financial Literacy Month or what we like to call our favorite time of year at The Financial Gym. An entire month that’s focused on the importance of financial literacy. I always say that financial literacy is just as important as regular literacy and while there are so many resources for us out there to get better at it, I still feel as though we have a financial literacy crisis in the US. Every day new clients come to the Financial Gym feeling shame that they aren’t as adept in their personal finance knowledge as they think they should be and my response is always the same. Why should you feel confident? Most of us didn’t learn about personal finance at home, at school or on the job, yet the second we start receiving paychecks, we’re responsible for managing our money and navigating the world of personal finance.  This month on the podcast, I’m addressing a particular area of finance that our clients find the most challenging. Today we’re talking retirement planning and joining me is Gaurav Sharma, founder, and CEO of Capitalize to discuss not only the importance of investing for retirement but how we can do so efficiently and not pay extra fees along the way For more information, visit the show notes at https://www.martinisandyourmoney.com/show-notes/episode416

Investing with Ionnie McNeill

Hello Martinis and Your Money Listeners! Today is the second Friday in April and in case you didn’t know, April is Financial Literacy Month or what we like to call our favorite time of year at The Financial Gym. An entire month that’s focused on the importance of financial literacy. I always say that financial literacy is just as important as regular literacy and while there are so many resources for us out there to get better at it, I still feel as though we have a financial literacy crisis in the US. Every day new clients come to the Financial Gym feeling shame because they aren’t as adept in their personal finance knowledge as think they should be and my response is always the same. Why should you feel confident? Most of us didn’t learn about personal finance at home, at school, or on the job, yet the second we start receiving paychecks, we’re responsible for managing our money and navigating the world of personal finance.  This month on the podcast, I’m addressing a particular area of finance that our clients find the most challenging. Today we’re talking about investing and joining me is Author and Board Member of Better Investing, Ionnie McNeill. She joins me to share how she learned investing at an early age and how we can all make the learning process fun and approachable for the entire family. For more information, visit the show notes at https://www.martinisandyourmoney.com/show-notes/episode415  

Preparing for Taxes with The CPA Dude

Today is the first Friday in April and in case you didn’t know, April is Financial Literacy Month or what we like to call our favorite time of year at The Financial Gym. An entire month that’s focused on the importance of financial literacy. I always say that financial literacy is just as important as regular literacy and while there are so many resources for us out there to get better at it, I still feel as though we have a financial literacy crisis in the US. Every day new clients come to the Financial Gym feeling shame that they aren’t as adept in their personal finance knowledge as they think they should be and my response is always the same. Why should you feel confident? Most of us didn’t learn about personal finance at home, at school, or on the job, yet the second we start receiving paychecks, we’re responsible for managing our money and navigating the world of personal finance. This month on the podcast, I’m addressing a particular area of finance that our clients find the most challenging.  Today we’re starting with taxes. If you’re like me and you haven’t filed yours yet, you won’t want to miss this episode. Joining me today is Tony, the founder of CPA Dude to talk about taxes, common questions, how you can plan throughout the year, and what to do if you haven’t filed in a while.  For more information, visit the show notes at https://www.martinisandyourmoney.com/show-notes/episode414

2 Years of Pandemic Living with The Happy Hour Ladies

Today is the last Friday of the month and my regular listeners know that on the last Friday of the month, I host Happy Hour on the podcast where I gather great friends with me to drink cheap drinks and talk about money topics. March represents the two-year anniversary of the global lockdown that officially began the global pandemic due to Covid-19. Can you believe it? Two years! So, the ladies join me to discuss the impact that continued pandemic has had on them, the highs and lows they’ve experienced because of it, and their thoughts on where we’re heading next. For more information, visit the show notes at https://www.martinisandyourmoney.com/show-notes/episode413

Getting Financially Naked with Alexandra

At The Financial Gym, we call the first meeting you have with a trainer, the “Financially Naked Session.” In this meeting, you share everything about yourself financially so that the trainer knows where you’re starting so that he or she can make the plan for how you can get where you want to go. Above all other meetings, this one scares clients the most because they are afraid or ashamed of their financial situation. Over 2 years ago now on this podcast, I shared my financially naked session and it led to a request for more and now this is a regular series on this podcast.  Getting in the hot seat today is Alexandra. Alexandra has been a longtime podcast listener who felt like she hadn’t heard her story represented in a Financially Naked episode, so she volunteered to do one herself. And now here’s Alexandra.  For more information, visit the show notes at https://www.martinisandyourmoney.com/show-notes/episode412

Kids, Family, and Finances with Randi & Sara W

I feel like I’m experiencing a baby boom of sorts between family members and Financial Gym clients! I felt like it made sense to talk about kids and money again on the show, especially from a financial trainer’s perspective. You’ve heard me say where money and emotions mix, it becomes challenging to make the best financial choices. Speaking from experience, I can say there is nothing more emotional than raising a child or multiple children. Having a child means more expenses, but it also makes it challenging to make more income and navigating the best decisions when there are limited choices is stressful at best.  Joining me today are Randi and Sara, two trainers at The Financial Gym who are also moms to talk about how they personally handle some of these situations but also help their clients work through them as well.  For more information, visit the show notes at https://www.martinisandyourmoney.com/show-notes/episode411