Episodi

  • Ep #26: Family Vacation and Recapping the Last Year
    Jun 21 2023

    It's summertime and it has been a long year so, for many of us, it's time to take a bit of a break. In this episode, you will hear some tips on how to navigate the financial side of family vacations and how to save for future adventures with the fam. I will share some of my best tips for using credit cards, vacation rentals, and airline travel hacks.

    You can find show notes and more information here: https://bit.ly/3Xihzha

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    25 min
  • Ep #25: Divorce Finances and Planning with Kristin Afelumo and Diane Gardner
    Jun 7 2023

    I have two Certified Divorce Financial Analysts joining me today on the show to share some important insights into the financial side of divorce. Kristin Afelumo and Diane Gardner share their passion for financial planning and shed light on some lesser-known sides of divorce that come into play.

    You can find show notes and more information here: https://bit.ly/3qk1afx

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    48 min
  • Ep #24: Fatherhood, Faith, Finances, and Football
    May 24 2023

    Finding your true calling and living a life filled with purpose is something many people dream of but don't act on. Byron Franklin is someone who went for the path of purpose. He is a father, pastor, author, and retired NFL player who has been on quite a fascinating journey. In this episode, he will share a glimpse of that journey, as well as give us some incredible insight into fatherhood, faith, finances, and even a little football.

    You can find show notes and more information here: https://bit.ly/3MuEiSb

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    53 min
  • Ep #23: Real Estate and Financial Legacy with Charles Perlis
    May 10 2023

    Charles Perlis is a real estate agent from the Bradley Perlis Group, and he joins us today to share some insight into creating generational wealth and effectively saving as an independent contractor. You will get to hear his story with finances, real estate, business, and the important financial legacy that was passed down to him by his father.

    You can find show notes and more information here: https://bit.ly/3HKbxiR

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    38 min
  • Ep #22: Raising Successful Kids in an Era of Overexposure
    Apr 26 2023

    In this day and age, kids are exposed to so much, so early. As parents, most of us were not exposed to adult topics and content at such a young age, and as a result, we were able to have a longer period of innocence. This era is a tough era for kids with everything that's bombarding them on social media and more, so today I'm talking about how we can raise kids with confidence and resilience to our culture of overexposure.

    You can find show notes and more information here: https://bit.ly/3Aoc0D1

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    26 min
  • Ep #21: Unlocking The Power of Life Insurance
    Apr 12 2023

    In this episode, I'm talking about a topic that most people love to hate: insurance. As a financial planner, I understand the importance of insurance and why it's necessary, even though no one likes paying for it. I also understand why it's so crucial and how we can make informed decisions about it. Listen in as I delve into the topic of life insurance and its different types, along with the pros and cons of each and how insurance fits into different life scenarios.

    You can find show notes and more information here: https://bit.ly/3KpfrOG

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    42 min
  • Ep #20: Demystifying the Role of a Financial Planner
    Mar 15 2023

    Have you ever asked yourself: what is the role of a financial planner? In this episode, I'm diving into a topic that is very near and dear to my heart and exploring what it means to be a financial planner, the various responsibilities and duties that come with the role, and the importance of financial planning in today's world. So join me as we explore the ins and outs of this crucial profession and gain a better understanding of what it means to be a financial planner.

    You can find show notes and more information here: https://bit.ly/3T3RmRc

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    24 min
  • Ep #19: Are Cars Truly a Symbol of Wealth and Status?
    Mar 1 2023

    Are cars really a symbol of our wealth and status? While cars have been a coveted status symbol for generations, it's important to approach the car-buying process with a critical eye. So, in this episode, I'll discuss how to make a smart car purchase.

    You can find show notes and more information here: https://bit.ly/3SymAQb

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    29 min