Coffee and Coin Podcast

Latest Episodes:

154. Who Should Work With a Financial Advisor Jul 13, 2023

Show notes

Are you maximizing the benefits of working with a financial advisor? Is the financial advisor recommended by your parents not serving you? Is working with a financial advisor necessary to achieve your financial goals? Allegra & Whit discuss the pros and cons of working with a financial advisor, Whit’s take on working with her financial advisor, and why every #wealthywoman should know how to invest.

You’ll learn:

What fees are associated with working with a financial advisor
When you should begin working with one
How to make the most out of working with a financial advisor
Questions to ask before hiring a financial advisor

153. Travel Hacking 101: How to Travel More and Spend Less Jul 06, 2023

Show notes

Do you wish you could travel more while still prioritizing money towards your financial goals? Want to make the most out of your PTO without breaking the bank? During our June Community Event, we teamed up with Lindsay of @onegirlwandering to teach you how to maximize your experiences when traveling by creating a budget that works for you and making the most out of credit card and loyalty points.

You’ll learn:

Why being flexible is important when looking for the best travel deals
How to make the most of your PTO by strategically planning your travel dates
What to consider when creating your travel budget
How to maximize credit card perks for airfare and hotels

152. How to Choose the Right Saving & Investing Accounts for Your Goals Jun 29, 2023

Show notes

Do you have cash just sitting in a traditional savings account? Do you have a sneaky feeling that there might be a better option?

Are you ready to grow your investing strategy, but aren’t sure which account type makes sense for you? In this clip from our webinar, “Where to Invest First,” Whitney breaks down the types of accounts every #WealthyWoman needs and how to create a financial system that puts your money to work.

In this episode, you’ll learn:

The benefits and drawbacks of different types of savings and investment accounts
How to prioritize which accounts to invest in first
Where you could be leaving money on the table
The tactical steps you need to take to open a new account

151. June Round-Up: Rethinking Financial Milestones and Riding the Stock Market Waves Jun 22, 2023

Show notes

Have you been told that your generation doesn’t work as hard as the previous generations?

Are you questioning if starting a family or buying a house is right for you? Allegra, Steph, Whit, and Pam are back with another round-up and are sharing their thoughts on outdated norms and the emotional side of long term investing.

Listen to hear:

Our thoughts on marriage, having children, and what we are prioritizing at this point in our lives
Why younger generations are no longer set on reaching “milestones” the same way Boomers were
Why investing in the stock market is one of the best options to build long term wealth
A look inside our wallets: Covering costs on sabbatical, financing a dream pool, tenant troubles, and real estate projects

150. Lessons for a More Financially Empowered Life Jun 15, 2023

Show notes

What hard financial lessons have you learned that you wish you would have figured out sooner?

In this listener favorite episode, Allegra offers eight pieces of wisdom for how to live a happier, healthier, more financially empowered life. She also touches on the hard lessons she learned in her twenties, and how Factora fits into her vision of a purpose-driven life.

A sneak peek at Allegra’s learnings:

If you think you can, you can
The best way to increase confidence is to decide and do
Change is the only constant in life
Be purpose driven instead of status driven

149. Intentional Money Systems with Jules Acree Jun 08, 2023

Show notes

Have you ever thought about leaving your 9-5 and starting your own business, but aren’t sure what it would actually look like financially?

In this episode, Allegra chats with digital content creator and YouTuber, Jules Acree about her intentional pursuit of wealth building and how she went from a corporate job to a multi-six-figure business owner with 7 (yes 7!) income streams.

What you’ll hear:

Jules’ biggest money wins and learnings
How she got started as a digital content creator
The systems she uses to grow her money on autopilot
A breakdown of her income streams, income, and expenses
How she’s intentionally investing to help create the life of her dreams

148. Let’s Talk Wealth: How Modern Women Invest Their Money Jun 01, 2023

Show notes

Want to travel the world? Retire when you’re 40? Design and build your dream home? Start your own business? Investing can help get you there. But where do you start and what should you be investing in?

The truth is, there’s no one-size-fits-all approach to investing, but the more you talk about building wealth, the more creative you’ll be able to get. And the more results you’ll actually see.

During this episode you'll hear from 3 women who invest in the stock market, real estate, and business, have clear financial goals, and understand how to make their money work for them.

In less than an hour, you’ll:

Be ready to take action on your own money goals
Feel more confident about your financial future
Understand why community is the key to seeing results

147. May Round-Up: Job Security and a New Trend Amongst Single Moms May 25, 2023

Show notes

What steps should you take to prepare for a potential layoff? What are the possible financial and social benefits of co-living with other single parents? We’re digging into both in this month’s round-up.

What you’ll learn:

The rising concern of job security and how to prep for possible job loss
The pros and cons of sharing a living space + responsibilities with another single parents
How the idea of co-living in America is drastically different than in other countries
Our recent money wins and plans for our next financial moves

146. Motherhood and Finances May 18, 2023

Show notes

Did you know the average cost of raising a child in the U.S. is $230,000? In this episode, Allegra chats with two Factora women about how they prepared financially to have kids, how their finances have changed since having kids, and how each of them is approaching working with children and childcare.

What you’ll learn:

The costs involved with childbirth and childcare
How these women prepped for income changes once their babies arrived
Different ways they're setting up their children to have successful financial futures

Check out the full show notes here: factorawealth.com/coffee-coin-146

145. How to Choose Index Funds May 11, 2023

Show notes

So you’re investing in index funds, but do you know how to select them based on your risk tolerance? In this episode, Allegra and Whitney dive into what index funds are, why they’re beneficial to your portfolio, and how to choose your index funds.

What you’ll learn:

What index funds are and their benefits
The steps to take before buying an index fund
How to determine your current risk tolerance (and how it changes over time)
How to select index funds based on your risk tolerance
What Target Date Funds are and how they create a “set it and forget it” approach

Check out the full show notes here: factorawealth.com/coffee-coin-145

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