LISTENER SURVEY:

https://forms.gle/utJU1SAZsNY782XK6 

Broadway musician turned financial advisor, Eli Zoller, joins the show to talk about his career change and how he is helping others.

Topics:

⭐️ Why Eli became an advisor

⭐️ Finances can be simple, but simple is not easy

⭐️ How freelancers can benefit from financial planners

⭐️ The best way to get your financial questions answered

⭐️ What the worst outcome from meeting a financial advisor.

Bonus Episode - Eli’s Favorite Broadway Show:

https://www.patreon.com/posts/67907393

Takeaways:

⭐️  "In the red” means debt

⭐️ “In the black" means profit

⭐️ Be proactive and engage your friends with questions

⭐️ Uncertain future income is a great reason to make a financial plan.

⭐️ The bare minimum mindset to meet with an advisor is if you are thinking about your finances past the next month.

⭐️ Empathy from an advisor is nice, especially when an artists has to explain how they make money (or don't make money)

Eli Zoller - Northwestern Mutual:

https://www.northwesternmutual.com/financial/advisor/eli-zoller/

Eli Zoller - LinkedIn:

https://www.linkedin.com/in/eli-zoller-he-him-510aa0b/

FREE Lighting Templates - from Andy Lowe:

https://lowe.lighting/pages/free-lighting-list-template

Black Dog Symbolism:

https://en.wikipedia.org/wiki/Black_dog_(folklore)#:~:text=It%20is%20usually%20unnaturally%20large,sometimes%20an%20omen%20of%20death.

Previous Episodes:

The Ultimate Guide To Finding A Financial Advisor - with Matt Kweller - Part 1:

https://www.artisticfinance.com/episode/0ohg2xoxT0AntRkaFFSV/The-Ultimate-Guide-to-Finding-a-Financial-Advisor-Part-1-of-2

The Ultimate Guide To Finding A Financial Advisor - with Matt Kweller - Part 2:

https://www.artisticfinance.com/episode/7IhoHpYQUMa18zlnpCYK/The-Ultimate-Guide-to-Finding-a-Financial-Advisor-with-Matt-Kweller-Part-2-of-2

Become a patron:

www.patreon.com/artisticfinance

Interview by Ethan Steimel

LISTENER SURVEY:

https://forms.gle/utJU1SAZsNY782XK6 

We celebrate Father’s Day with Nicole’s parents and to learn how they use the Starbucks reward program. 

We discuss:

⭐️ Cost savings of a refillable cup

⭐️ Sharing accounts to maximize points

⭐️ Clipping coupons BEFORE the internet

Our bonus episode is a story about Ethan getting a birthday drink from the Taco Bell rewards program. 

Bonus Episode:

https://www.patreon.com/posts/67140618

Takeaways:

⭐️ Be on the lookout for double point days once a month. 

⭐️ Don’t unsubscribe from the Starbucks emails. They tell you how to get extra points.

⭐️ Make the free drink as large as possible because a small or large use the same amount of points.

⭐️ Finances are simple, but being disciplined and dealing with day to day life isn’t easy. 

Starbucks Points Explained:

https://querysprout.com/how-do-starbucks-rewards-work/

https://customerservice.starbucks.com/app/answers/detail/a_id/6847/~/what-is-the-reusable-cup-benefit-for-starbucks-reward-members%3F

S&H Green Coupon Book:

https://en.wikipedia.org/wiki/S%26H_Green_Stamps

Other Finance & Art Podcasts:

https://www.artworkarchive.com/blog/7-essential-podcasts-for-artists

Schnucks -Grocery Chain in St. Louis:

https://theproducenews.com/schnucks-named-us-best-managed-company-list

Become a patron:

www.patreon.com/artisticfinance

Interview by Nicole Steimel, Ethan Steimel

LISTENER SURVEY:

https://forms.gle/utJU1SAZsNY782XK6

Become a patron:

www.patreon.com/artisticfinance

Brooklyn-based painter Bret Slater joins the podcast to discuss the business of painting. He explains how he learned to price his art and work with galleries in New York and Europe.

We discuss:

⭐️ How to price art

⭐️ Why you must “put yourself out there”

⭐️ What percentage a gallery takes when selling an artwork

⭐️ The importance of professional connections and relationships

⭐️ How Bret first got his art into galleries, and continues to show in galleries in New York and Europe.

In the patreon bonus episode, we discuss:

⭐️ Bret's art influences

⭐️ Bret’s thoughts on NFTs

⭐️ Taxes when selling through a gallery

⭐️ His decision process for grad school

⭐️ Bret’s finance changes when he got married

⭐️ How Nicole and I have obtained three Bret Slater paintings

Bret Slater:

https://www.instagram.com/bretslater/

https://www.bretslater.com/

Bret's "Lore" at the Dallas Museum:

https://collections.dma.org/artwork/5336425

Chocolate Gnome - by Dieter Roth:

https://www.slam.org/collection/objects/42330/

Antiquated Mechanism - Commission:

https://www.patreon.com/posts/61516832

New American Paintings:

https://www.newamericanpaintings.com/competitions

Otis Jones - Painter:

https://www.otisjones.net/images/1

Ron Gorchov - Painter:

https://www.artsy.net/artist/ron-gorchov

Vic Muniz - Artist:

https://vikmuniz.net/

How To Price Art - If You Don't Have A Gallerist:

https://www.artworkarchive.com/blog/how-to-price-consistently-for-art-sales-success

Patron Bonus Episode:

https://www.patreon.com/posts/102-bret-slater-67452444

Jim Lee - Painter who influenced Bret:

http://www.artnet.com/artists/jim-lee-2/

Become a patron:

www.patreon.com/artisticfinance

Interview by Nicole Steimel, Ethan Steimel

LISTENER SURVEY:

https://forms.gle/utJU1SAZsNY782XK6

Sheryl Polancos, a stage manager from Broadway’s Beetlejuice, joins the show to talk about working ten years in the Philippines as a freelance stage manager. She then moved to NYC to continue freelancing in theatre off-Broadway and then on Broadway. 

We discuss:

⭐️ How to afford an apartment in NYC

⭐️ How to get an artist visa and green card

⭐️ A bad luck superstition involving peanuts

⭐️ Saving for yourself and your own retirement

⭐️ Differences between theatre in the US versus the Philippines

In today’s patron bonus episode we discuss another Beetlejuice stage manager, Steve Milosevich, who Sheryl and I both adore.

Bonus Episode:

https://www.patreon.com/posts/101-sheryl-66835796

Takeaways:

⭐️ Be specific

⭐️ Be proactive

⭐️ Moving is costly

⭐️ Save for yourself each month and INVEST

Artistic Finance 6k Investing Special:

https://www.artisticfinance.com/episode/zsaAmuJv8vulf6qc0fqq/Learn-How-To-Invest-In-The-Stock-Market-Artistic-Finance-6K-Special

Choosing 401k investments:

https://www.artisticfinance.com/episode/mI0ij00LoT4VAsrgRMxV/Choosing-401k-Options-with-Elena-Sartor

Wine Investing:

https://www.artisticfinance.com/episode/G7sKrzcmEwJeor6iAy4t/Wine-Investing-with-Anthony-Zhang

Sheryl Polancos on Instagram:

@sherylpolancos

https://www.instagram.com/sherylpolancos/

Sheryl Polancos - Filipino Theatre Artists in America:

https://www.filipinotheatreartistsinamerica.com/copy-of-karla-puno-garcia

Atlantis Theatrical - Producer of Rock of Ages in Manila:

http://atlantistheatrical.com/shows

Beetlejuice:

https://www.ibdb.com/broadway-production/beetlejuice-532410

Jersey Boys:

https://en.wikipedia.org/wiki/Jersey_Boys

Soho Rep:

https://sohorep.org/

Porsche McGovern:

https://www.patreon.com/porsche/

Links from the Patron episode:

Become a patron:

www.patreon.com/artisticfinance

Interview by Ethan Steimel

PLEASE TAKE OUR LISTENER SURVEY - BY JUNE 10:

https://forms.gle/utJU1SAZsNY782XK6

How to advocate for your own financial wellness with freelance theatre designer Carl Faber.

Topics:

⭐️ Include a cover page in your will

⭐️ Financial plans are not intimidating

⭐️ Easy way to get a picture of your finances

⭐️ Ethan learns something new about ROTH IRAs

We revisit past topics:

⭐️ I-Bonds yielding 10%

⭐️ Dave Ramsey is the Dunkin' of finance

⭐️ LinkedIn for entertainment professionals

THANK YOU, PATRONS!

Because of your support, Artistic Finance has provided 100% FREE resources.

⭐️ 125+ hours of content

⭐️ Helped artists with taxes, IRAs, & investing

⭐️ Given $1,000+ to artists and arts organizations

Access the bonus episode at:

https://www.patreon.com/posts/100-be-your-own-66291238 

Bonus Episode Topics:

⭐️ Bonds

⭐️ Reverse budgeting

⭐️ Advice for young theatre designers

Takeaways from the episode:

⭐️ PersonalCapital.com is an easy and free to see your financial picture

⭐️  Add a letter of instruction to your will

⭐️ Financial plans can be easy - your financial life is also your life.

⭐️ ROTH IRA matching can incentivize young people to start investing

Carl’s Website:

https://carlfaber.com/

Carl’s LinkedIn:

https://www.linkedin.com/in/carlfaber/

Carl’s Used EV Article:

https://typefully.com/cxfaber/UOp2kz6

Personal Capital - free personal finance website - like Mint but more customizable:

​​https://www.personalcapital.com/

Using HELOC as Emergency Fund:

https://www.mrmoneymustache.com/2011/04/22/springy-debt-instead-of-a-cash-cushion/

“My Friends” by Taro Gomi:

https://www.betterworldbooks.com/product/detail/9780811812375

Recommended:

Bogleheads Forum: https://www.bogleheads.org/forum/index.php

Knowledge Project Podcast: https://fs.blog/knowledge-project-podcast/

Just Enjoy It While You Can: https://eringloriaryan.bulletin.com

Past Episodes:

LinkedIn:

https://www.artisticfinance.com/episode/mdlEKmyKcDXevmphIQg8/LinkedIn-for-Artists-with-Dawn-Chiang

Dave Ramsey:

https://www.artisticfinance.com/episode/iORe0bxkXkq2bLq3MWgX/Dave-Ramsey-Financial-Advice-with-Greg-Ludlow

Bonds Investing:

https://www.artisticfinance.com/episode/Ls2svcghok0FemQVcNBp/Bond-Investing-with-Maithreyi-Gopalakrishnan

Credit Cards 1:

https://www.artisticfinance.com/episode/sHzGdIBq188DTPlNpJuq/Credit-Card-Debt-with-Joe-Longthorne

Credit Cards 2:

https://www.artisticfinance.com/episode/q4rn0omyiRhlNCPQATcs/Credit-Card-Habits-with-Tony-Johnson

Credit Cards 3:

https://www.artisticfinance.com/episode/nLk98PU9fuN6iQn6VUp0/Credit-Card-Advantages-with-Marc-Santos

Learn how to maximize your credit card points with financial analyst John Adcox.

Topics:

⭐️ How to transfer points

⭐️ Loyalty to a brand is beneficial

⭐️ Evaluating the annual fee versus the benefits

⭐️ Maximize earnings - always earn more than 1%

⭐️ Buying gift cards if they yield higher than the product

⭐️ Maximizing spending - transfer points to other rewards programs

⭐️ Transfer statuses between programs, even if points don’t transfer

Takeaways:

⭐️ Transfering is easy and happens online

⭐️ A $550 annual fee can easily be worth it

⭐️ Credit card rewards can be used responsibly

⭐️ Using points for travel is way better than cash back

⭐️ Any lifestyle can take advantage of credit card points

Bonus Episode - Worst Travel Story Ever:

https://www.patreon.com/posts/99-credit-card-66210669

John Adcox:

@pitcher_perfect_travel on Instagram

https://www.instagram.com/pitcher_perfect_travel/

Travel Rewards Guide - link from Carl Faber:

https://www.choosefi.com/travel-rewards-101-ultimate-guide-to-travel-rewards-part-1/

Company we used for traveling to the Galapagos:

https://www.adventuresmithexplorations.com/

Previous Credit Card Episodes:

Credit Card Advantages - with Marc Santos:

https://www.artisticfinance.com/episode/nLk98PU9fuN6iQn6VUp0/Credit-Card-Advantages-with-Marc-Santos

Credit Card Habits - with Tony Johnson:

https://www.artisticfinance.com/episode/q4rn0omyiRhlNCPQATcs/Credit-Card-Habits-with-Tony-Johnson

Credit Card Debt - with Joe Longthorne:

https://www.artisticfinance.com/episode/sHzGdIBq188DTPlNpJuq/Credit-Card-Debt-with-Joe-Longthorne

Link From The Bonus Episode:

Aryn Adcox:

@arynadcox on Instagram

https://www.instagram.com/arynadcox/

www.patreon.com/artisticfinance

Interview by Nicole Steimel, Ethan Steimel

Takeaways:

⭐️ Ethan is going to HOLD all investments

⭐️ Ethan needs to reinvest the $56 REIT dividends

⭐️ We will have 3 other investments to track - one is I-Bonds

⭐️ All guests are roughly mid 30s. Thoughts might be different if we were mid 20s or mid 60s.

Maithreyi Gopalakrishnan - CEO of LiquidiFi:

https://www.linkedin.com/in/maithreyi-gopalakrishnan/

[email protected]

Ethan Steimel - Lighting Designer:

@artisticfinance on Instagram

https://www.linkedin.com/in/ethansteimel/

Previous Episodes of Interest:

Cryptocurrency with Najah Roberts:

https://www.artisticfinance.com/episode/JM5QCXLUhsqOfRDC8Dd2/Cryptocurrency-Bitcoin-with-Najah-Roberts

Bond Investing - aka I-Bonds - with Maithreyi Gopalakrishnan:

https://www.artisticfinance.com/episode/Ls2svcghok0FemQVcNBp/Bond-Investing-with-Maithreyi-Gopalakrishnan

Wine Investing with Anthony Zhang:

https://www.artisticfinance.com/episode/G7sKrzcmEwJeor6iAy4t/Wine-Investing-with-Anthony-Zhang

Affiliate links:

M1 Finance - Good for Long Term / Buy and Hold Investors - I don't think there is a sign up incentive:

m1finance.8bxp97.net/XxYPZg

Coinbase - Cryptocurrency Exchange - $10 of Bitcoin:

https://www.coinbase.com/join/steime_0

Vinovest - Wine Investing - 3 months of free wine storage:

https://app.vinovest.co?grsf=2p0wk3

Robinhood - Stock Trading - Intuitive and easy to use - Free Stock On Signup:

https://join.robinhood.com/ethans21

We Bull - Free Stock Trading - Design for Traders - I find it difficult to navigate - 5 Free Stocks on Signup:

https://act.webull.com/pm/do1QnByzkAhA/a3j/inviteUs/main

ETF - the S&P 500 index fund we hold:

IVV - iShares Core S&P 500

Stocks:

VST - Vistra Corp

LAC - Lithium Americas

TAP - Molson Coors Beverage (owners of Blue Moon)

SKLZ- Skillz

Cryptocurrency:

Bitcoin

Wine:

We own one case through Vinovest

Vinovest

Real Estate - REITS:

UBA - Urstadt Biddle Properties

SRG - Seritage Growth Properties

VICI - Experiential Real Estate - Previously MGM Properties

STAG - STAG Industrial

Art:

Bret Slater - Artist

https://www.bretslater.com/

Photos of the Painting:

https://www.patreon.com/posts/64295618

Full story of commissioning the piece - only accessible to patrons:

https://www.patreon.com/posts/61516832

Ian Dunlap - The Investor Ethan follows:

https://linktr.ee/themasterinvestor

...

www.patreon.com/artisticfinance

Interview by Ethan Steimel

Choreographer Melissa Riker joins the show to discuss running a non profit dance company in Seattle and New York City. 

Topics:

⭐️ Melissa's IRS audit

⭐️ Paying dancers 1099 or W2

⭐️ Writing and applying for grants

⭐️ Financially responsible. Artistically wild.

⭐️ Cost of public permits versus renting a venue

⭐️ Arts grants via city funding and federal funding

⭐️ To become a non profit or partner with a fiscal sponsor

In the bonus episode:

⭐️ Paying freelancers in a timely manner

Bonus Episode:

https://www.patreon.com/posts/65884179

Kinesis Project Dance Theatre:

https://www.kinesisproject.com/

Melissa Riker:

https://www.linkedin.com/in/mriker/

Zoe | Juniper:

https://zoejuniper.org/

Celeste Cooning - Visual Artist:

https://www.celestecooning.com/

Netta Yerushalmy - Choreographer:

https://www.nettay.com/

Fractured Atlas - Fiscal Sponsor:

https://www.fracturedatlas.org/fiscal-sponsorship

The Field - Fiscal Sponsor:

https://www.thefield.org/fiscal-sponsorship-for-artists/

Broadway Grosses:

https://www.broadwayworld.com/grosses.cfm

Bond Investing:

https://www.artisticfinance.com/episode/Ls2svcghok0FemQVcNBp/Bond-Investing-with-Maithreyi-Gopalakrishnan

Caite Henver - Projection Design of Kristina Wong, Sweatshop Overlord:

https://www.artisticfinance.com/episode/aPgbdZm90cIzyISPGXvN/Caite-Hevner-Projection-Designer

Lap Chi Chu - Lighting Designer of Morning Sun:

https://www.artisticfinance.com/episode/a28i0vVANKirBQ1nR324/Lap-Chi-Chu-Lighting-Designer

Patreon - Kinesis Project:

https://www.patreon.com/kinesisproject

Links from the patron bonus episode:

Brooklyn Navy Yard

https://brooklynnavyyard.org/

Interview by Ethan Steimel

www.patreon.com/artisticfinance

How much do people pay to have their taxes filed? I asked my friends and share the results.

Topics:

⭐️ How much tax software costs

⭐️ The new IRS mobile app - IRS2Go

⭐️ How many freelancers file for themselves

⭐️ How much people pay an accountant to have taxes filed

We are joined by special guest Mike Farmer of 4 Wall Entertainment. He files his own taxes and explains how he does it.

Takeaways:

⭐️ Lots of freelancers file for themselves. You can too!

⭐️ FreeTaxUSA seems to be the lowest cost filing software

Poll Results:

https://www.patreon.com/posts/how-much-do-you-65279692?utm_medium=clipboard_copy&utm_source=copy_to_clipboard&utm_campaign=postshare

Become a patron:

https://www.patreon.com/artisticfinance

Free Tax USA - Low Cost Tax Filing Software:

https://www.freetaxusa.com/

Tax Act - Low Cost Tax Filing Software:

https://www.taxact.com/

Lalaj Group CPA - Ethan and Nicole’s accountant:

https://lalajcpagroup.com/

Trudy Durant - NYC Accountants for Artists:

https://tcdurant.com/

The Associates - NYC Accountants for Artists:

https://www.theassociatestax.com/

Turbo Tax:

https://turbotax.intuit.com/

H&R Block:

https://www.hrblock.com/

IRS2Go - The App:

https://www.irs.gov/newsroom/irs2goapp

Mike Farmer - 4 Wall Entertainment:

https://www.linkedin.com/in/mike-farmer-a0531243/

Sound Designer Cricket Myers on Artistic Finance:

https://www.artisticfinance.com/episode/GLxanH5BbCvfUEoPQURz

Actor Ariel Estrada on Artistic Finance:

https://www.artisticfinance.com/episode/m5iv7d8mH6QQwJgeYXcn/Ariel-Estrada-Actor-Producer-Arts-Activist

Actor Patrick Oliver Jones discusses managing finances a freelancer actor for the past thirty years. 

Topics:

⭐️ Filing your own taxes

⭐️ The annual limits to ROTH IRAs

⭐️ The Actor’s Equity’s pension and 401k

⭐️ Opening of an LLC as an actor and creative

⭐️ Co-signing loans with your special someone

We also talk about:

⭐️ If Patrick turned a profit on his recent cabaret

⭐️ Patrick's unique job at the Tonight Show with Jimmy Fallon

Thank you patreon Patrons for putting your money to create this content. ⭐️

Become a patron:

https://www.patreon.com/artisticfinance

Why I'll Never Make It:

https://whyillnevermakeit.com/

Patrick Oliver Jones:

https://www.pojones.com/

Patrick's HIGH INTEREST credit union:

https://www.myconsumers.org/bank/accounts/free-rewards-checking

Suze Orman - Financial Advice:

http://www.suzeorman.com/

Clark Howard - Financial Advice:

https://clark.com/