Episodes

June 4, 2019

How To Choose a Guardian For Your Kids & Why (Almost) Everyone Needs a Will With Dave Hanley

Adulting. No matter how you feel about that word, the truth is we all have to deal with topics we’d rather not talk about, like how to choose a guardian for your kid if something happened to you and why almost everyone needs to create a will. Dave Hanley, CEO of Tomorrow, is joining us on this episode for a lively and fun chat about what you need to know when choosing a guardian and how you can create a will, for free, with no strings attached.  What You'll LearnThe staggering results of Tomorrow's survey on who most of us would choose as a guardian for our kidsHow to start the guardian conversation and who you should chooseWhy almost everyone needs a willWhat goes into creating a willThe important money lesson Dave learned in India when he didn't have any money LinksTomorrow (wills + life insurance)Other online life insurance options: Haven Life + Policy Genius SUBSCRIBE & SHARE Want to be the first to know when new episodes are released? Click here to subscribe in iTun…
May 31, 2019

Tune Out the Investing Noise & Become a Better Investor with Michele Schneider

We live in a noisy world – there’s noise on social media, noise on the TV, noise at work and noise in the investing world. I have to admit it’s hard to know what to pay attention to, let alone know what to invest in and when. Michele Schneider, the author of Plant Your Money Tree, is our guest on this episode dishing what you need to know to tune out the investing noise and tune into what you need to know. She's somewhat of a legend in the investing world and trailblazing woman with pearls of wisdom. What You'll LearnHow to know what to pay attention to when it comes to investing and what to ignoreWhat role social media is playing in keeping you broke and miserableHow Mish turned away from her parent's goal of her being a teacher to take on the investing world Why you need to understand the 6 phases in the market to become a successful investorHer favorite bits of wisdom from her new book, Plant Your Money Tree LinksPlant Your Money TreeMarketGuageMish on Twitter SUBSCRIBE &a…
May 28, 2019

The Best Wedding Advice You'll Ever Get With Aleisha McCormack

The average wedding in the U.S. costs $33,931. That's a lot of money to spend in one day. No matter what your budget is, you're going to need some tips on where to spend and where to save your cash.  Aleisha McCormack, the host of the Bridechilla podcast, is joining us on this episode to dish her favorite wedding day tips to keep you and your bank account happy. (FYI: Aleisha is hilarious and even if you aren't getting married or you're already married you'll want to check this episode out.) What You'll LearnWhat are the most overrated expenses Aleisha has seen with weddings that you can avoidWhere you should spend and save your cashWhy Aleisha says everyone needs a F-it bucket and how it can save your wedding planningWhat are the ways to avoid stressing out about your weddingThe one piece of advice about getting married that Aleisha says you have to know about SUBSCRIBE & SHARE Want to be the first to know when new episodes are released? Click here to subscribe in iTunes!…
May 24, 2019

Save Money & Pick The Right Health Insurance Plan with Kim Buckey

It’s no secret that health care costs continue to rise – if you pay your health insurance premiums each month, you know what I mean. Picking the right health insurance matters greatly to your health and your bank account. On this episode, I had a chat with Kim Buckey, VP of client services at DirectPath, to find out how much cash you could be saving or you might be wasting based on the plan you’ve got. What You'll LearnWhy does it matter what health insurance plan you chooseWhat to consider other than the price of the plan Why are health insurance premiums continue to rise and benefits are getting worseDo you have to pay your medical bill right away and can you negotiate any feesGet educated on the particulars of your health care plan to know if you should switch when open enrollment rolls aroundHow to save money on your health insurance plan LinksOpen enrollment infoDirectPath SUBSCRIBE & SHARE Want to be the first to know when new episodes are released? Click here to s…
May 21, 2019

Finding Freedom From the 9 to 5 Rat Race With Shane Dillon

Have you ever wanted to drastically change your life? Turn everything upside down, recreate yourself and live a life full of adventure. What if you were just one step away from a radical change in your life? Today’s podcast episode is going to inspire you, I know it did me. My guest, Shane Dillon, reached out to me a few months ago and I was blown away by his story. Get this, in 2017 he left behind his 9 to 5 job to bicycle across the U.S. and Europe, moved to Spain to teach and wrote his first personal finance book. Shane will inspire you in this episode to reach beyond what you thought was possible for your life. What You'll LearnHow Shane decided to leave his 9 to 5 behind and bicycle across the U.S. and EuropeThe lessons Shane learned about himself and his finances on his journeyWhy Shane moved to Spain and how he manages his money living aboardThe crazy story of Shane's book, The Franklin Fi, and how he wrote it on a cycling adventureShane's tips to cultivating a life of adv…
May 17, 2019

Hidden Forces That Drive Our Choices Around Money With Jeff Kreisler + Ask Shannah

Fact: we have behavioral traps that keep us in our money mindset. We rationalize, compare, and make judgments when it comes to our money. Are those traps keeping you trapped or are they moving you closer to your money goals? Our guest today, Jeff Kreisler, author of the new book Dollars and Sense, How We Misthink Money and How to Spend Smarter, is sharing the hidden forces that drive our choices around money. What You'll LearnWhat are the hidden forces around money and why are they so hiddenHow to win the battle against irrational spending behavior (that is if you want to)How to trick our brains to make smarter choicesJeff's favorite takeaways from his new book  LinksJeff's websiteDollars and Sense book SUBSCRIBE & SHARE Want to be the first to know when new episodes are released? Click here to subscribe in iTunes! IT’S FREE! Want to have a cup of coffee this week on us? Leave a review in iTunes and email a copy of your review to info@mmoneypodcast.com.  Ask Shannah…
May 14, 2019

The App That Makes Your Financial Life Easier With Gil Akos + Ask Shannah

There is over $2.1 trillion in checking accounts that is just sitting, hanging out, and not earning any interest. Why? Well, most of us are terrorized to part with our cash and love the feeling of seeing our money safe and sound. But that's not helping you build towards your future. Today's guest, Gil Akos, the co-founder, and CEO of Astra, a mobile app that helps you transfer money back and forth between all your accounts and automate your savings, so really there isn't a good excuse not to save your money. But I know, there are so many apps, do you need another one – I’m right there with you, but I have to say, I’m pretty intrigued… What You'll LearnWhat's hurting you by keeping your cash stashed in a bank accountWhy Gil created Astra and how can it make your financial life easierThe trends behind millennials and how much they saveWhy automating your finances is a powerful way to achieve goalsHow you can use the power of progress and be proactive to better your finances Links…
May 10, 2019

Get Your Financial House In Order and Keep It That Way With Peter Lazaroff + Ask Shannah

Call it a conspiracy or whatever you want, but there is a well-orchestrated message out there that creating a plan for your money that helps you achieve your goals is impossible – you’ll never save enough, you’ll never get out of debt, you’ll outlive your money, blah. That's not true because it is possible for you to get your financial house in order right now with what you’ve got in your bank account. Our podcast guest, Peter Lazaroff is going to show us how. What You'll LearnEasy strategies you can use to build your wealthHow to get in a better relationship with the world wealth Why you should create a reverse budget and how to create one easilyThe magic of goals based investing and how you can benefit from itSome of Peter's best tips from his new book, Making Money Simple: The Complete Guide to Getting Your Financial House in Order and Keeping It That Way Forever LinksSmart Money QuizPeter's websiteGrab Peter's book, Making Money SimpleMy favorite travel insurance site: CSA T…
May 7, 2019

Spend Your Money Where You Spend Your Time + Ask Shannah

Have you ever had those moments when you know you’ve got some extra cash in your bank account and then you aimlessly spend it all while thinking, "I know there was some good reason I was saving this money?" This episode is all about creating a plan to upgrade areas of your life where you spend the most amount of time because, without a plan, that extra cash will likely be spent on stuff you don't really need.  What You'll LearnWhy I decided to upgrade four areas of my life where I spend the most amount of timeHow to create a plan for upgrading your life based on your budgetMy 25%-50% rule that I use whenever I get extra cashHow spending money where you spend your life can help bring balance to all areas of your lifeHow to figure out what areas of your life need some upgrading LinksCasper MattressAvocado MattressThe best mouse ever SUBSCRIBE & SHARE Want to be the first to know when new episodes are released? Click here to subscribe in iTunes! IT’S FREE! Want to have a c…
May 3, 2019

Trade Your Talents & Travel the World with Abbey Ley + Ask Shannah

We all have talents – maybe you’re good at writing, or you can bake a mean pie, or maybe you’re great at organization, or snowboarding is your jam. What if there was a way to use your talents to travel the world and have epic adventures? Our podcasts guest, Abbey Ley, is sharing how she traded her graphic design talents to explore the world. What You'll LearnHow did Abbey learn how to trade her talents to travel the worldHow does Abbey travel while still paying off her student loan and manage her credit card debtAbbey recently went on a 6-week trip - how did she figure out where to save and where to splurgeWhat advice does Abbey have for you to figure out what your talents are that you can trade for travelWhat has Abbey's money journey been as a freelancer trying to balance earning money with saving for her future LinksAbbey's companySamyama Mindfulness Bali SUBSCRIBE & SHARE Want to be the first to know when new episodes are released? Click here to subscribe in iTunes! I…
April 30, 2019

Investing Isn't Just For The Wealthy With Erin Lowry + Ask Shannah

As Erin Lowry says in her new book, Broke Millennial Takes On Investing, it’s easy to think you’re not ready or rich enough to start investing. But what if you’re exactly at the right place right now to start investing and dramatically change your future? What You'll LearnSo how do you know when you're ready to start investing?Why do we all wait too long to start investingHow can you get started investing if you're uncomfortable with losing moneyHow Erin got interested in personal finance and ultimately investingErin's favorite tidbits from her new book, Broke Millennial Takes on Investing LinksBroke Millennial Takes on InvestingBroke Millennial SUBSCRIBE & SHARE Want to be the first to know when new episodes are released? Click here to subscribe in iTunes! IT’S FREE! Want to have a cup of coffee this week on us? Leave a review in iTunes and email a copy of your review to info@mmoneypodcast.com.  Ask Shannah Have an Ask Shannah question, submit it here Get Socia…
April 26, 2019

How She Lost $1.3 Million The Day She Left Corporate America (and can stomach it) with Morra Aarons-Mele

The idea of going solo is so super sexy – sipping champagne all day long, vacationing when you want, working from anywhere in the world, but what happens to your cash when you go solo is also an important piece of the puzzle.  Our podcast guest today, Morra Aarons-Mele, is dishing all about how she decided one day to sit down and factor out how much money she left behind the day she walked away from the corporate world. And yes, it's somewhere around $1.3 million.  What You'll LearnHear how Morra discovered how much money she walked away fromWhat are women not thinking about that they should be in terms of their financial futureHow we can begin to change the conversation around retirement so it's something we're inspired to tackle early onWhy women tend to be more conservative investors, and how to change our thinkingHow to push past being introverted and get yourself out there in terms of your career LinksGirlboss articleMorra's Website SUBSCRIBE & SHARE Want to be the …
April 23, 2019

My Journey Through Depression & the Money Lessons I Learned

Did you know that 300 million people around the world have depression and anxiety, according to the World Health Organization, and It’s estimated that 15 percent of the adult population will experience depression at some point in their lifetime? I’m one of them, and this is my journey. What You'll LearnThe money lessons I learned battling through depression and anxietyWhy I'm a big fan of creating a "health slush fund"How I used acupuncture and herbs to help heal my bodyWhat food choices I made to get my body in fighting shapeThe economic impact of depression on everyday lifeHow green juice helped heal my body LinksAcupuncture for stress and depressionDepression statistics and the economic impact of depression SUBSCRIBE & SHARE Want to be the first to know when new episodes are released? Click here to subscribe in iTunes! IT’S FREE! Want to have a cup of coffee this week on us? Leave a review in iTunes and email a copy of your review to info@mmoneypodcast.com.  Ask S…
April 19, 2019

Live Well and Earn Insurance With Yogesh Shetty + Ask Shannah

Being smart with your money is more than just knowing how to pay off debt and save for retirement. Being smart with your money is about taking inventory of your entire life, every aspect of you, and bringing that in alignment with the version of life you want to live. Our podcast guest, Yogesh, is the CEO and co-founder of Avibra, a super innovative new app that is flipping the idea of life insurance on its side and focusing on how longevity + mortality can come together to create a unique value to current and next-generation customers. What You'll LearnWhy traditional life insurance gets a bad wrapHow to incorporate life insurance coverage in your financial planWhat living well and making smart lifestyle choices have in common with life insuranceWhat Yogesh learned growing up in a poor family in India that he's brought to his company, AvibraHow seeking wellness translates in your financesWhat Avibra is doing differently for those who earn less than $100,000 LinksAvibraStrong F…
April 16, 2019

Build a Massive Social Following in 30 Days with Brendan Kane + Ask Shannah

It’s no secret, we all have dreams of being the next great social media influencer, and why not, they’re making serious bank. So what does it take to be an influencer and put a few more bucks in your bank account? Our podcast guest, Brendan Kane, is recently known for gaining one million followers in 100 countries in less than 30 days, which lead to his new book One Million Followers. I’m thinking Brendan can help us all brush up on our social influence. What You'll LearnWhy are we all so hooked on social media influencersWhat are the economics behind the social media influencer businessWhat can we learn from the Frye festivalHow can an entrepreneur or small business gain a massive social media following, and should they be focused on thatHow can we set ourselves up to best work with brandsWhat advice would you give someone who wants to grow their social account authentically LinksBrendan on InstagramOne Million Followers SUBSCRIBE & SHARE Want to be the first to know wh…
April 12, 2019

Money Lessons From a Monk Turned Money Manager with Doug Lynam + Ask Shannah

As Doug Lynam, our podcast guest says, money is not the root of all evil, but we all need to be a little bit wealthy. That may seem like a controversial statement from someone who spent 20 years as a Monk, but as Doug talks about in this episode, there is a way to get in a healthy relationship with your money so you can live life on your terms. In fact, Doug ‘s money journey started way back when the monastery he worked for went bankrupt, which forced him to learn about money management – now that’s a story you don’t hear about every day! What You'll LearnHow did Doug go from monk to money managerWhat life was like as a monk and how that relates to moneyWhat money lessons did Doug learn from his monastery going bankruptWhy we should all strive to be a little bit wealthyWhat advice Doug would give his 30-something self about life and money LinksDoug's websiteFrom Monk to Money Manager book SUBSCRIBE & SHARE Want to be the first to know when new episodes are released? Click…
April 9, 2019

How to Talk About Money With Your Honey with Dan Hinz + Ask Shannah

Money is one of the leading causes of divorce. Why? Because we don’t like to talk about it, not while we’re dating, not when we get engaged, and certainly not when we get married. Can we change the divorce rate if we just starting talking about money? Today's podcast guest, Dan Hinz, is helping couples learn how to talk about money with their partner so we can all have happy and long-lasting relationships. What You'll LearnWhy is so hard to talk to your significant other and spouse about moneyWhat are the trickiest subjects to talk about in regards to money and why do we all avoid themHow Dan and his wife handle money issues and healthy conversationsHow to develop a money system in your relationship that works for both of youHow to begin to talk about money early in your relationship LinksAdulting With Money - How to Talk to Your Spouse About Money - The Ultimate GuideDan on TwitterDan on Facebook SUBSCRIBE & SHARE Want to be the first to know when new episodes are releas…
April 5, 2019

Finding My Calling From Sports to Finance with Renee Cohen + Money Game Plan Challenge with Morty

Do you remember your childhood dreams? What did you really want to be? What happens when your dream doesn’t match reality? Today’s podcast guest, Renee Cohen, saw her childhood dreams come true, but that lead her to feeling purpose-less and disconnected. Find out her journey to uncover her calling and how that lead her to the world of personal finance. What You'll LearnWhat are some of the powerful lessons Renee learned from her dream not matching realityRenee's thoughts on women in sports and whether women will be able to make as much as men in the futureKeys to building a strong money foundation despite all the tugs on our financesHow to figure out what your calling is and an action plan to achieve itLinksRenee's websiteMortyYou can sign up now for a free month of Stitcher Premium by going to stitcher.com/wondery and using the promo code ‘WONDERY.’ Then once you’re signed up, just download the Stitcher app for iOS or Android and start listening SUBSCRIBE & SHARE Want to be t…
April 2, 2019

5 Easy Steps to Improve Your Finances with David Waldrop

There are podcasts, and blogs, and articles and apps all giving you tips and strategies for your money and then there are so many places for your money to go – paying off debt, saving to build your er fund, college funds for kids, buying your first house, going on a trip to Europe to eat gelato in Italy. But there’s only so much money to go around. Today’s guest, David Waldrop, is a friend of the podcast who has been on the show in the past He’s a CFP® and has so many great tips to help you build a stronger financial foundation, including these 5 easy steps to improve your finances. What You'll Learn:Why it's easier to start with easy money stepsWhat he thinks is the top money step that everyone must doWhy you shouldn't overlook giving yourself a raise and how to do itWhat the most overlooked money step is and why it's importantWhat he would tell his 30 something self about life and moneyLinks:The Astute AdvisorDavid's YouTube Channel SUBSCRIBE & SHARE Want to be the first to…
March 29, 2019

Planning Your Amazing Retirement Starts Today with Benjamin Brant + Ask Shannah

As our guest today, Benjamin Brant a fellow CFP says, planning your amazing retirement starts today. You’re never too young to think about how you want to live your life in the future. It might not work out that way, but who cares, at least you’re taking some steps to get yourself there vs. waiting and wishing that you somehow hit the jackpot and win the lotto. So, I went straight to Benjamin, a retirement expert, to figure out what you should be doing about your future now. What You'll LearnWhat are some of the biggest keys to being wealthyWhat are the investing needs of someone younger vs. someone olderWhat Ben really thinks about the FIRE movementHow to set yourself up now for an amazing retirement LinksRetirement Starts Today RadioYou can sign up now for a free month of Stitcher Premium by going to stitcherpremium.com/wondery and using the promo code ‘WONDERY.’ Then once you’re signed up, just download the Stitcher app for iOS or Android and start listening SUBSCRIBE & S…
March 26, 2019

How Can Women Tackle Impact Investing with Confidence - Ellen Remmer

By 2020 American women will control $22 trillion in capital, and impact investing is expected to reach $440 billion, the real question is how Can Women Tackle Impact Investing with Confidence? Today's podcast guest, Ellen Remmer, is here to discuss the ins and outs of impact investing for women. What You'll LearnWhat is impact investingHow can you invest for impact on any budgetDoes impact investing provide as much return as traditional investingWhat are some ways Invest for Better are working to help women with impact investingEllen's own story and experience with investing for impactWhat trends we'll see in the future of impact investingLinksInvest for BetterYou can sign up now for a free month of Stitcher Premium by going to stitcherpremium.com/wondery and using the promo code ‘WONDERY.’ Then once you’re signed up, just download the Stitcher app for iOS or Android and start listening SUBSCRIBE & SHARE Want to be the first to know when new episodes are released? Click her…
March 22, 2019

First Comes Love, Then Comes the Prenup with Carolyn Grimes + Ask Shannah

First comes love, then comes marriage, then comes divorce? No, wait, that’s not right. Today we’re talking the topic on everyone’s mind – prenuptial agreements. Family law attorney, Carolyn Grimes, is going to fill you in on what a prenup is and why you might be a good candidate. What You'll LearnCelebrities are good candidates for prenups, but what about the rest of usHow to initiate the "I want a prenup" conversation with your hunnyWhat is and what isn't covered in a prenupWhat happens when you get divorced with a prenupCan you get a postnup LinksCarolyn GrimesYou can sign up now for a free month of Stitcher Premium by going to stitcherpremium.com/wondery and using the promo code ‘WONDERY.’ Then once you’re signed up, just download the Stitcher app for iOS or Android and start listening SUBSCRIBE & SHARE Want to be the first to know when new episodes are released? Click here to subscribe in iTunes! IT’S FREE! Want to have a cup of coffee this week on us? Leave a review…
March 20, 2019

Operation Varsity Blues - How Money Can Get You in Trouble with Adebisi Adebowale

The recent Varsity Blues scam rocked the news media, but the storyline isn't a shock to me. I’ve been all too aware that many wealthy people have been able to scam the system for years now. Adebisi Adebowale, the founder of Upliftology, joins us to talk about the scandal and uncover if it is possible for students to get a GOOD education in an Ivy League or non-Ivy League without scamming the system? What You'll LearnWhat the Varsity Blues scandal brings to lightWhat changes need to occur in the college system to bring fairness to allThe facts behind how this scam was facilitated at multiple levelsHow to use scholarships to afford college and grad school and not need to scamthe systemThe issues of privileges, the elite, and the impacts on students of color applying to predominately white institutions LinksUpliftologyAdebisi's TEDx TalkYou can sign up now for a free month of Stitcher Premium by going to stitcherpremium.com/wondery and using the promo code ‘WONDERY.’ Then once you’…
March 15, 2019

How to Save for An Epic Adventure with Teresa Mendes + Ask Shannah

Epic adventures are in a word, EPIC. Whether you want to travel to a far-off country and climb Mt. Kilimanjaro or swim the beautiful Great Barrier reef in Australia there are limitless options for epic adventures. But epic adventures take cash, flexibility, and an ability to get outside your comfort zone. Teresa Mendes is no stranger to epic adventures…she’s been adventuring every chance she gets. In today’s episode, Teresa is taking us to Australia and walking us through how she managed to save $2,000 in 6 months to pull off this trip of a lifetime. What You'll LearnHow Teresa saved $2,000 in 6 monthsHow to figure out what to save and what to splurge onTravel tips to make epic adventures possibleWhat you learn from an epic adventureHow to create a strategy to pay off debt post tripSolo travel vs. traveling in a group LinksYou can sign up now for a free month of Stitcher Premium by going to com/wondery  and using the promo code ‘WONDERY.’ Then once you’re signed up, just downlo…