Financially Intentional

Latest Episodes:

M is for Money: A Practical Approach For Teaching Kids About Money - Episode 16 Mar 09, 2023

Show notes

Teach your kids practical applications of finance so that they can navigate their lives not having to chase money. Rob has been a pivotal figure in shaping how our kids learn about money. His illustrative children's book “M is for Money” teaches the ABCs of personal finance in an inclusive way that makes money accessible to everyone. Loving to side hustle, Rob also shares how he is helping teaches supplement their income and expanding educational resources in the classroom at the same time.
About Our Guest: Rob Phelan is a high school personal finance teacher in Maryland with a passion for helping young people learn how to do better with their money before the financial mistake of adulthood kick in. He is a Certified Financial Education Instructor, small business owner, and children's money book author.
Make sure to grab your copy of M is for Money and check out Rob’s Teachers Pay Teachers site for educational resources if you are a teacher or a parent wishing to supplement your child’s education.

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Grab your spot in my free Financial CPR class and learn the simple steps I used to go from paycheck to paycheck to my first million.

Please join me here, and follow me on social media, Instagram, and Facebook.
Need help getting started on your path to financial freedom? Start Here

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Oh and please subscribe and leave a review on whatever app you're using to stream this podcast.

Get my book Smart Money

Long Term Care Planning Part 2 - Expert Edition Episode 14 Mar 07, 2023

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Our Expert CFP Dr. Jay and I revisit the long term care planning conversation and what I discovered from my conversation with my parents. To say that I feel underprepared is an understatement. Dr. Jay provides resources and things to consider when taking on the responsibility of caring for aging loved ones.
Have you created a plan for when you eventually need assistance with everyday activities and are unable to care for yourself for a long period of time? Do you know what you would do if the sole responsibility of long-term care for a loved one falls on you?
Resource Mentioned:
Aging Life Care
About our expert:
Dr. Jay Zigmont, CFP®, and his wife are Childfree and live in Water Valley, MS. He has a Ph.D. in Adult Learning from the University of Connecticut and is a CERTIFIED FINANCIAL PLANNER™ and Childfree Wealth Specialist. He is the founder of Childfree Wealth, a life and financial planning firm specializing in helping Childfree Individuals and the author of “Portraits of Childfree Wealth”.
He has been featured in Fortune, Forbes, MarketWatch, Wall Street Journal, New York Times, Business Insider, CNBC, and many other publications.
Get your 15 day free trial to the Childfree Wealth Self-Directed Financial Planning System
Visit Childfree Wealth

Support the show

---

Grab your spot in my free Financial CPR class and learn the simple steps I used to go from paycheck to paycheck to my first million.

Please join me here, and follow me on social media, Instagram, and Facebook.
Need help getting started on your path to financial freedom? Start Here

Join the Financially Intentional Community

Oh and please subscribe and leave a review on whatever app you're using to stream this podcast.

Get my book Smart Money

Retirement the Beast in the Basement - Episode 15 Mar 02, 2023

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We all want to retire, you have more control over when you retire than you think. Daphne joins us to discuss your investment mix, the importance of life insurance, how owning a business can accelerate your path to financial freedom.
About Our Guest: Daphne Jones, Financial Educator, Bitcoiner, and Podcaster is helping GenX women design their version of Financial Independence. She believes that through investing and entrepreneurship, GenX women can grow their wealth. After more than 20 yrs of military service and working in corporate America. She decided it was time to empower women to transform their money stories by making complex topics relatable. Daphne guides women in making informed and effective decisions about their money.

Support the show

---

Grab your spot in my free Financial CPR class and learn the simple steps I used to go from paycheck to paycheck to my first million.

Please join me here, and follow me on social media, Instagram, and Facebook.
Need help getting started on your path to financial freedom? Start Here

Join the Financially Intentional Community

Oh and please subscribe and leave a review on whatever app you're using to stream this podcast.

Get my book Smart Money

Invest or Pay off Student Loans - Expert Edition Episode 13 Feb 28, 2023

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Joined with our Expert CFP Dr. Jay, we tackle a listener question. Should they focus on paying off their student loans or increase investments in their employer sponsored retirement plan. We discuss employer matches, when to invest vs focus on debt payoff, and what to expect with federal student loans over the next few months.
Resource Mentioned:
Advice Only Network
About our expert:
Dr. Jay Zigmont, CFP®, and his wife are Childfree and live in Water Valley, MS. He has a Ph.D. in Adult Learning from the University of Connecticut and is a CERTIFIED FINANCIAL PLANNER™ and Childfree Wealth Specialist. He is the founder of Childfree Wealth, a life and financial planning firm specializing in helping Childfree Individuals and the author of “Portraits of Childfree Wealth”.
He has been featured in Fortune, Forbes, MarketWatch, Wall Street Journal, New York Times, Business Insider, CNBC, and many other publications.
Get your 15 day free trial to the Childfree Wealth Self-Directed Financial Planning System
Visit Childfree Wealth

Support the show

---

Grab your spot in my free Financial CPR class and learn the simple steps I used to go from paycheck to paycheck to my first million.

Please join me here, and follow me on social media, Instagram, and Facebook.
Need help getting started on your path to financial freedom? Start Here

Join the Financially Intentional Community

Oh and please subscribe and leave a review on whatever app you're using to stream this podcast.

Get my book Smart Money

Financial Infidelty and Protecting Yourself - Episode 14 Feb 23, 2023

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Learn how to look for financial red flags of fraud to find the money that belongs to you. We discuss how to prepare for divorce/breakups and financial items you will need a record of. Get the tools to have proactive money conversations with your partner even if a break isn’t in your plans.

Tracy has been investigating fraud for more than 25 years, but she didn’t always want to be a forensic accountant. With a dream of one day being a prison warden, Tracy went to Marquette University in Milwaukee, WI to get a criminology degree. A class on financial crime investigations reminded her how much she loved Encyclopedia Brown books as a kid. She continued her criminology degree, but added accounting and economics courses so she could sit for the CPA exam… and here Tracy is, finding money in cases of corporate fraud, high net worth divorce, and other financial shenanigans.

Get $100 of Tracy’s Divorce Money Guide with code: NASEEMA

Support the show

---

Grab your spot in my free Financial CPR class and learn the simple steps I used to go from paycheck to paycheck to my first million.

Please join me here, and follow me on social media, Instagram, and Facebook.
Need help getting started on your path to financial freedom? Start Here

Join the Financially Intentional Community

Oh and please subscribe and leave a review on whatever app you're using to stream this podcast.

Get my book Smart Money

Socially Responsible Investing through ESG Funds - Expert Edition Episode 12 (Classic Episode) Feb 21, 2023

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In this episode, me and my guest, Marie Thomasson of Modern Assets is back to discuss how to invest socially responsibly through ESG funds, and how other topics we’ve covered can help impact change for your retirement investment. We cover:

What is an ESG
Returns from ESG vs Mutual Funds now
How to find ESG Funds
Impacting change by asking for your preferred investment fund

Links mentioned in the episode:

CFP Episode 34 - Saving Money Socially Responsibly, The Easy Way

Retirement Plans: Last Week Tonight with John Oliver

Nurses on Fire Episode with Blooom Founder, Chris Costello

Support the show

---

Grab your spot in my free Financial CPR class and learn the simple steps I used to go from paycheck to paycheck to my first million.

Please join me here, and follow me on social media, Instagram, and Facebook.
Need help getting started on your path to financial freedom? Start Here

Join the Financially Intentional Community

Oh and please subscribe and leave a review on whatever app you're using to stream this podcast.

Get my book Smart Money

The Concierge NP That Engineered His Career For Freedom - Episode 13 Feb 16, 2023

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Is your career set up to provide you freedom or do you feel like you’ll have to work forever? Theo quickly found out that these jobs will work you to burnout if you let them. Instead he has been able to pivot his career and engineer multiple streams of income so that work is truly an option.
Theo Jones, Sr., CRNP, FNP-BC, MBA, MSN is a family nurse practitioner with a career spanning 8 years serving in specialties such as intensive care and trauma surgery, with a subspecialty in acute pain management after the completion of a post-Masters fellowship.
Theo currently serves as the founder and CEO of Weekend Whitecoat Concierge LLC, a concierge a healthcare company focused on concierge and telemedicine and mobile lab testing.
Grab your copy of the Freedom Manifesto!

Support the show

---

Grab your spot in my free Financial CPR class and learn the simple steps I used to go from paycheck to paycheck to my first million.

Please join me here, and follow me on social media, Instagram, and Facebook.
Need help getting started on your path to financial freedom? Start Here

Join the Financially Intentional Community

Oh and please subscribe and leave a review on whatever app you're using to stream this podcast.

Get my book Smart Money

Socially Responsible Investing, Making Changes at a Local Level - Expert Edition Episode 11 (Classic Episode) Feb 14, 2023

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In this episode, Marie Thomasson of Modern Assets is back to discuss how to invest socially responsibly in the easiest way. This might be a bit surprising and obvious at the same time, but we discuss in detail how this very important step that could often be forgotten can be a way to invest for you and your community. We cover:

The cheapest method in investing
What other elections need our investment of time
How your vote can impact change not just on a national level, but on a local level
What are some red flags for those running for office

Stay connected:
Be one of the founding members of Greenwood Bank, apply here
Learn more about Marie by visiting her website
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Support the show

---

Grab your spot in my free Financial CPR class and learn the simple steps I used to go from paycheck to paycheck to my first million.

Please join me here, and follow me on social media, Instagram, and Facebook.
Need help getting started on your path to financial freedom? Start Here

Join the Financially Intentional Community

Oh and please subscribe and leave a review on whatever app you're using to stream this podcast.

Get my book Smart Money

Unlearn And Relearn - Episode 12 Feb 09, 2023

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Most of us weren’t taught about money in school and some concepts can be confusing. Dwayne breaks down concepts in an easy to digest format, through music. On his YouTube channel the Stock Market is Made Simple.
Dwayne Tucker is just a regular guy who loves the stock market and hip hop. He decided to combine finance and hip hop to be the change he wanted to see.

Follow Dwayne on YouTube
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Support the show

---

Grab your spot in my free Financial CPR class and learn the simple steps I used to go from paycheck to paycheck to my first million.

Please join me here, and follow me on social media, Instagram, and Facebook.
Need help getting started on your path to financial freedom? Start Here

Join the Financially Intentional Community

Oh and please subscribe and leave a review on whatever app you're using to stream this podcast.

Get my book Smart Money

Socially Responsible Spending Gets Tricky - Expert Edition Episode 10 (Classic Episode) Feb 07, 2023

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Marie Thomasson of Modern Assets is back to discuss how we can be more conscious about our spending and how retailers with bad labor and business practices have made it too easy for us to check for alternatives. But everyone has to be aware that where they spend is a conscious moral decision of approving or not what these businesses do. We cover:

The dark side of the biggest retailers business practices and their impact to society
Having your values reflect how you spend and where
Alternatives to buying from these big retailers to those with better business practices
If unavoidable, how to still buy from these with the least negative impact

Stay connected:

Be one of the founding members of Greenwood Bank, apply here

Learn more about Marie by visiting her website

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Support the show

---

Grab your spot in my free Financial CPR class and learn the simple steps I used to go from paycheck to paycheck to my first million.

Please join me here, and follow me on social media, Instagram, and Facebook.
Need help getting started on your path to financial freedom? Start Here

Join the Financially Intentional Community

Oh and please subscribe and leave a review on whatever app you're using to stream this podcast.

Get my book Smart Money