Coffee and Coin Podcast

Latest Episodes:

144. Allegra’s Q2 Accountability Meet-Up: Real Estate Investments, Paper Assets, and Business Goals May 04, 2023

Show notes

Why is having an accountability partner so important in reaching your financial goals? Allegra and her investie, Steph, are back with their Q2 accountability meet-up. They’re chatting about their recent and potential real estate investments, how their paper assets are doing, and their business goals for the rest of 2023.

What you’ll learn:

What financial freedom means to Allegra and Steph
Allegra’s potential investment property and Steph’s recent real estate investments
Their current investing rates
Their top line goals for Factora and Open House for the remainder of 2023
Allegra & Steph’s personal updates and goals

Check out the full show notes here: factorawealth.com/coffee-coin-144

143. How to Plan a Destination Wedding in Alignment with Your Values Apr 20, 2023

Show notes

Thinking about your future wedding and wondering if it’s really worth it to spend $30K+ on a single day? In this episode, Allegra chats with Wealth Circle Alum, Savannah B., who shares how she saved tens of thousands of dollars by having a micro wedding in Japan—and how spending less on the wedding has helped her and her husband reach their financial goals sooner, rather than later.

What you’ll learn:

What inspired her to have a micro wedding instead of a traditional wedding
Why this decision made sense for her and her fiance
The details (and numbers!) behind their destination wedding in Japan
What they’re planning to do with the money they saved

Get the full show notes here: factorawealth.com/coffee-coin-143

142. How to Build a Rental Property for Less Than You Think Apr 13, 2023

Show notes

Ever thought about building your own investment property, but worried about how much it could cost? In this episode, we talk with Chloe and Valerie, two Factora women turned real estate investment partners, who are proof that building your dream rental property may be more affordable than you think.

What you’ll learn:

How they formed their real estate partnership
How much money they had to bring to the table to buy the lot, design and build
How they designed the property to create 6 different rentable spaces out of 2 units
How much they expect to cash-flow in the first year
Tips for women looking to get into real estate development

Read the full show notes here: factorawealth.com/coffee-coin-142

141. How to Do a 401(k) Rollover and Stop Leaving Money on the Table Apr 06, 2023

Show notes

Ever wondered how to do a 401(k) rollover?

Many people leave jobs and forget about their retirement plans: leaving 24.3 million 401(k) plans totaling $1.35 trillion in assets on the table. Knowing how to handle your “old” 401(k) plans is key to making sure your retirement funds can keep growing without interruption. During this episode, we're sharing the recording from our March Community Event on how to do a 401(k) rollover.

What you'll learn:

How much a forgotten 401(k) could be costing you
Why rolling over your 401(k) matters
How to complete a 401(k) rollover (it’s easier than you think!)

Get the full show notes here: factorawealth.com/coffee-coin/141

140. March Round-Up: Bank Failures and Another Year without a Shrinking Pay Gap Mar 30, 2023

Show notes

This week, Allegra is joined by three Factora women - Whitney, Pam, and Steph - for our first-ever monthly round-up. During the last week of each month, we'll be chatting with this panel of women about what's going on in the world and in our wallets. Tune in this week to hear their perspectives on the Silicone Valley Bank failure and another year without a shrinking pay gap. Plus, the financial goals they're each working towards.

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139. Buying 10 Houses in 10 Years with Liz P. Mar 23, 2023

Show notes

Want to retire in your 40s but have no idea how to get there?

In this episode, Allegra chats with Facotra's Community Manager, Liz P, about her plan to reach financial freedom by the time she's 45 by purchasing 10 houses in 10 years.

Listen to hear:

How she came up with this goal
The steps she took to get started
The creative ways she plans to purchase each house
How much she's hoping to cashflow from each property

RSVP for How to do a 401(k) and Stop Leaving Money on the Table >

Download our FREE financial framework workbook >

Learn more about the Wealth Circle >

138. How to Start a Business While Keeping Your Full-Time Job Mar 16, 2023

Show notes

Have you thought about starting a business but are afraid to leave your 9-5 before you know it can make you enough money? At Factora, we talk a lot about the importance of having multiple income streams and how the wealthiest people are often business owners. In this episode, we hear how Carlyle built a 53-acre retreat space in Texas while continuing to work in tech—and her plan to eventually go full-time in her business.

What you’ll learn:

How she came up with her business idea and got started
How she juggled starting a real-world business while working online
The numbers behind it all—from start-up to cash flow
Tips for women looking to start a business or go all-in on their side hustle

Featured in this episode:

Check out Serena and follow them on Instagram @serenatx
Check out Carlyle’s game, Meet Around the Table
Learn more about the Wealth Circle
Download our FREE financial framework workbook
Watch Coffee & Coin on YouTube

137. Why "Socially Responsible" Investing is Too Good to Be True Mar 09, 2023

Show notes

So you’ve heard of socially responsible investing, but do you really know what it means or how companies earn the label of “responsible”?

In this episode Allegra and Whitney dive into why these types of funds are so appealing and why they’re really too good to be true.

They discuss:

- What ESG funds are and why more women than men are interested in investing in them

- How companies use socially responsible investing in their marketing and PR

- What people inside the industry are really saying about ESG funds (hint: it’s not pretty)

- What it actually means to be a socially responsible investor and have a real impact on the causes you care about most

Download our FREE financial framework workbook >

Learn more about the Wealth Circle >

136. Allegra & Jake: Financial Transparency & Becoming Millionaires Mar 02, 2023

Show notes

Allegra & Jake met during SXSW in 2017 at a crossroads in their own personal financial journeys. Since then they've been building their life and wealth together—and today they’re officially millionaires. In this episode they discuss:

What their earliest money conversations were about
How it feels to have crossed the million-dollar net worth mark
The financial decisions, sacrifices, and strategies that helped them get here in just 5 years
Why they value financial transparency and how they put it into practice
What they’re working towards next and their ultimate net worth goal

Listen to previous episodes from Allegra & Jake:

13. Meet Jake G. - Creative Real Estate Investor, Mr. Play-It-Safe, and Allegra’s Fiance

25. Combining Our Finances - Allegra & Jake

47. For the Love of Money - Allegra & Jake

Download our FREE financial framework workbook >

Learn more about the Wealth Circle >

135. Tax Saving Tips for Investors and Business Owners Feb 23, 2023

Show notes

Taxes are one of our biggest lifetime expenses. They impact our cash flow, investments, properties, and businesses…not to mention our overall net worth. While they may spark *dread* instead of joy, they still deserve our time and attention—because understanding different strategies to lower your annual tax bill can really add up over time. Today's episode is a recording from our February community event with Candace Galiffa, a Certified Public Accountant and Owner of NewWay Accounting—she talks through taxe101 and shares actionable tips for your stock market, real estate, and business investments.

Watch the event recording here >

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