Adulting Is Easy: Making Personal Finance & Real Estate Easy

Lauren is joined this week by Kristen Ricupero. The two discuss financial coaching and debunk some myths associated with the profession. Kristen is a Personal Financial Coach & Profit First Certified Coach who specializes in helping small business owners and entrepreneurs develop and strengthen their money management skills, eliminate debt, and create cash flow systems to maximize profit and ultimately build wealth. By developing specific action plans that are tailored to each client’s needs, values and goals, it allows them to live and retire in ways they only thought they could dream. Kristen is fueled by her passion to help others succeed and become financially free. In her spare time, she is an avid runner and lifter. She lives in the suburbs of Pittsburgh, PA, with her husband and two children.

Connect with Kristen here:

Instagram: https://www.instagram.com/financial.fitness.coaching/

Facebook: https://www.facebook.com/financialfitnesscoach18

https://financialfitnesscoaching.com/

The Adulting Is Easy podcast started in 2019, so 2020 was the first full year. This week, Lauren brought Jenny out of semi-retirement to record a year in review episode. The two cover who the listeners are and where they're from. They briefly touch on every topic covered with high level detail. This episode is a great overview to see which episodes you'd like to go back and listen to. Lauren even hints at episodes to come in 2021.

Thanks for a great year! And don't forget to "follow" wherever you listen. :)

Lauren's guest this week, Jessie May, goes into detail about how to grocery shop efficiently in her unconventional personal finance book, Money Hacks for Metal Heads and Older Millennials, and the two discuss her tips for saving money at the store, cooking tips, and how to stock your kitchen.

Jessie is an old millennial herself who's been playing music and writing about it for two decades. By day, she is a school librarian! Jessie lives in coastal Connecticut with her husband Jim and their cats Pumpkin and Trogdor. Jessie is also an expectant mother to a little boy at the time of this recording.

Buy her book here: https://www.amazon.com/dp/B08HJ536DS/ref=cm_sw_r_tw_dp_x_Ds6XFb39SQV3G

Connect with her here: https://twitter.com/MetalheadMoney

This week, Lauren is joined by Amanda Cassar and the two discuss financial abuse: what it is, how to recognize it, and how to talk about it. Amanda Cassar is a financial adviser who also holds a Master of Financial Planning and runs her two businesses, Wealth Planning Partners and Trusted Aged Care Services from her office on the Gold Coast of Australia. Amanda runs a family business with both her adult children and sister-in-law working in the business, assisting clients Australia wide with their wealth creation and protection needs.  She is a lover of travel, reading, music, movies and lifelong learning! Amanda is also the current Australian Chair for the Million Dollar Round Table, the premier organisation for financial advisers around the world. When writing her book, Financial Secrets Revealed, she stumbled onto the phenomenon of financial abuse which has inspired her to design a course for financial advisers and professionals globally to become Financial Abuse Specialists™ in collaboration with UK firm, Standards International.

For more information on the Financial Abuse Specialist™ certification, visit standardsinternational.co.uk. And don't forget to look up #saysomething.

Connect with Amanda:

Twitter: https://twitter.com/FinanceChicks

Instagram: https://www.instagram.com/financechicks/

Linkedin: https://www.linkedin.com/in/amandacassar/

amandacassar.com.au

This week's guest, Jude Boudreaux, tells Lauren how financial advisors are paid, and his firm's specific philosophy around payment for value. 

Jude Boudreaux is a Partner/Senior Financial Planner at The Planning Center. He's been recognized as one of Investopedia's top 100 Financial Advisors, InvestmentNews' 40 under 40, and currently serves as part of CNBC's Financial Advisor Council. Jude and his family love driving across the country and visiting as many National Parks and other off the beaten path locations they can find. They live in New Orleans most of the time and in Chicago during the summer.

https://twitter.com/HJudeBoudreaux

https://www.theplanningcenter.com/location/new-orleans/?t

On this week's episode, Lauren is joined by Courtney Blodgett. The two discuss ESG investing, impact investing, sustainable/value based investing and the differences between them. Courtney offers actionable advice on how to evaluate where your money currently is, and how to use resources to ensure your bank account, mutual funds, ETFs, retirement accounts, and all investments are aligned with your values.

Courtney Blodgett is the founder of Yield Positive, whose mission is to help everyday investors yield positive – positive returns, positive impact – through sustainable investing. She has worked for more than 15 years on sustainable finance. She was a climate finance advisor to the United Nations and lead the Impact Investing Team at Vulcan, Inc, the family office of Paul G. Allen, Microsoft’s co-founder. Courtney is a sustainable investor herself, doing personal sustainable investing since her early 20s.

How to contact Courtney:

Twitter: https://twitter.com/Yield_Positive

Linkedin: https://www.linkedin.com/company/yieldpositive/

Facebook: https://www.facebook.com/YieldPositive/

YouTube: https://www.youtube.com/channel/UCIbJrO31fScazdqle04yhzw

Instagram: https://www.instagram.com/yield_positive/

Resources mentioned:

Mighty Deposits: https://mightydeposits.com/

As You Sow: https://www.asyousow.org/invest-your-values

Story: https://yieldpositive.com/2020/07/15/sustainable-investing-401k-options/

This week, Lauren is joined by Tracey Bissett talk about money mindsets: when and how they form, as well as how to change them. Tracey also offers listeners tips to help change poor decision-making habits. One tip is to have money meetings, and you can visit www.bizmoneycoach.ca for a money meeting agenda.

Tracey Bissett is the Chief Financial Fitness Trainer of Bissett Financial Fitness Inc. Tracey educates and empowers individuals, notably young adults, and entrepreneurs to take control of and live their financial lives with confidence. As a former executive at TD Bank, one of Canada's Big 5 Banks, Tracey has worked with and in support of thousands of individuals and entrepreneurs to secure the financing they needed. This hands on experience coupled with her formal financial education, Masters of Business Administration and Chartered Financial Analyst designation, position Tracey uniquely to coach about all things money.

Tracey is a full-time professor in the financial services faculty within the Business School at Centennial College. She leads speaking engagements and is the Executive Producer and host of the Young Money podcast all focused on increasing financial fitness. Recently named a Silver Award winner for The IFSE Institute Award for Financial Literacy Champion through the Wealth Professional Awards 2020.

The best way to contact Tracey is on Linkedin: https://www.linkedin.com/in/traceybissett/

In this week's episode, Lauren is joined by Chris Dumont and they discuss a handful of personal finance 101 topics, including compound interest and real estate.

Chris Dumont, the Money Sensei, is a 30-something working professional who has a passion for financial literacy. He shares his personal experience with overcoming debt and building a retirement nest egg to help you retire while young enough to still enjoy life on his site moneysensei.com and in his book, Kicking Financial Ass. Chris has an MBA from the Schulich School of Business and lives in Canada.

Connect with the Money Sensei:

Twitter: https://www.facebook.com/themoneysensei/

Instagram: https://www.instagram.com/themoneysenseii/

Facebook

Buy his book, Kicking Financial Ass here.

In this week's episode, Lauren and Catherine Hodder discuss estate planning and the 5 talks you need to have with your parents. Catherine gives great tips for making the conversation go smoothly, and how to handle responsibilities between siblings.

Catherine Hodder, Esq., is an estate planning attorney turned author. She enjoys working with families who would rather be doing anything else than estate planning. Catherine’s book, Estate Planning for the Sandwich Generation: How to Help Your Parents and Protect Your Kids debuted as a #1 Amazon bestseller.

www.hodderink.com for downloadable pdf's

Buy her book:

Barnes & Noble

Amazon

Connect with Catherine:

Twitter: https://twitter.com/sandgenlife

Facebook: https://www.facebook.com/sandgenlife/

Instagram: https://www.instagram.com/sandgenlife/

In this week's episode, Lauren and Jonathan discuss when and how couples should have the money talk. Jonathan P. Bednar, II, CFP®, graduated from the Walton College of Business, University of Arkansas, in May 2009 with a B.S.B.A. in Finance. Jonathan joined Paradigm Wealth Partners in January 2010, partnering with his father, Jon P. Bednar. As a Wealth Advisor, Jonathan enjoys guiding his clients to make informed financial decisions using financial planning as a means to solve their investment and retirement decisions. In 2020, Jonathan published his first book titled What the Wealth?! A Guide To Financial Clarity For Professionals and Families and launched a podcast called What The Wealth?. In August 2014, Jonathan married his wife Rebecca (Becky) Bednar and they welcomed their first child, Cate, in March 2017. Cate is referred to the “Paradigm Princess” around the office.

Podcast - What The Wealth Podcast

Book - What The Wealth?! Book

Twitter: https://twitter.com/JBednarII

LinkedIn: https://twitter.com/JBednarII