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This episode dives deeper into the phrase “use money as the final filter”  and how last week's guest, Jason Vitug uses this to make his money decisions. A lesson learned where he regretted not so was pushing off a flight to save money, only to not be able to see his late 97-year old grandmother before she passed. You'll learn questions you can think about on how to move beyond the question of survival once you have the financial means to do so.

What You Hear in This Episode:

• The real reason Jason and his mother decided to save money on their flight
• What regrets and emotions he's still dealing with from this one seemingly small decision
• How we can start to spend money with purpose
• What it means to talk about money beyond mere survival and the numbers
• How using money as the filter helps to break the taboo about money

Resources:

• Phroogal
• You Only Live Once: The Roadmap to Financial Wellness and a Purposeful Life

*theme music by Donovan Dorrance

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Jason decided to save a few hundred dollars (even though he could more than afford it) back at the end of 2019 on flights to the Philippines to see his 97 year old grandmother and pushed the trip to the spring of 2020. Well, we all know what happened, a global pandemic and Jason never got to see his grandmother before she passed. He comes on the show to talk about the regret and raw emotions he feels about the financial decision he made that led to him not seeing his grandmother before her passing, why we need to use money as the final filter since so many of us default to savings, and how we can move beyond the question of survival once we have the financial means to do so.

For resources mentioned, head to http://beyondthedollar.co/99

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Join host Sarah Li-Cain as she previews stories and topics of humans who've navigated around life through the lens of money.  Season 8 premiers June 16, with honest conversations and questions designed to get you to ask how you can trust yourself to better your relationship with money.

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***ENCORE EPISODE***

Amanda Holden, founder and investing teacher at Invested Development came on to chat about her sexual assault while on a greyhound bus on the way to a work presentation, why she regrets not reporting the incident to the police, the real opportunity costs as it pertains to sexual trauma and some of the hard questions we need to think about when it happens to us.

Stick around to the end where I’m going to debrief our conversation and what we can all do to support each other during such trying times.

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 ***ENCORE EPISODE *** Andrew Wang shares the time he and his wife decided to adopt a child overseas. He shares the financial and emotional journey they went through, including  why him and his wife decided to adopt overseas, how much time and money he spent through the entire process and challenges he didn’t anticipate.

Stick around to the end where I’m going to distill some takeaways from our conversation, including resources and questions to ask yourself before seeking an adoption agency.

For more information (including resources mentioned), go to http://beyondthedollar.co/58

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This season finale looks at how alcohol affects your financial life (it's not what you think) and how giving up our vices offers us one of the biggest opportunities to learn about who we are and what we need to thrive.  This episode features four people who come from seemingly different walks of life - J.D. Roth, Katie Holte, Marcus Garrett and Scott  Maderer. While on the surface it seemed like the journey all four of them went on felt like worlds apart, the humanity they discovered in themselves, the lessons learned, and what it meant in their financial lives and beyond wasn’t all that different.

What You Hear in This Episode:

• When all four noticed their relationship with alcohol wasn't healthy
• How these four folks decided to give up alcohol
• How much all four saved after not buyng alcohol
• What the biggest lessons learned were
• What your vices teach you about your financial life and beyond

Resources:

• Get Rich Slowly
• Follow Marcus on Instagram
• Marcus' website
• D.E.B.T. Free or Die Trying: How I Buried Myself $30,000 in Debt and Dug My Way Out
• Follow Katie on Instagram
• Inspired Stewardship
• Follow Scott on Instagram
• Follow Scott on Twitter
• What I Learned Giving Up Alcohol For A Year

*theme music by Donovan Dorrance

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Brianne is a recovering love addict, and one of her beliefs was that her prince will come and take care of her - to the point where she would hoard her money instead of spending it. Mark, well he happily took on this role, even in the midst of his spending addiction. They both come on the show to talk about their individual addictions, how it affected their finances and what it really took for them to turn it around. Plus, the conversations they have now that their son is in the picture.

What You Hear in This Episode:

• When both Brianne and Mark started treating their individual addictions
•  How both their addictions got themselves into a financial hot mess 
• How Brianne and Mark were able to get on the same page financially and the types of conversations they had to get there 
• What the biggest lesson they've learned since becoming parents 
• How they learned to help each other out despite battling their individual addictions

Resources:

• Secret Life Podcast
• Follow Secret Life Podcast on Instagram
• Brianne Davis-Gantt's website
• Mark Gantt's website
• Secret Life of a Hollywood Sex & Love Addict: A Novel by Brianne Davis

*theme music by Donovan Dorrance

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Doing internet searches can literally save your financial life. That's what happened to Carter. At 16, he was more concerned about where he was going to live, how to pay for college with no financial help from his parents, and the biggest one of all, grieving his parents who died within two years of each other. He talks about how his experience  growing up in a dangerous neighborhood -South side of Chicago to be exact - plus his parents' deaths lit a fire under him to to get a better handle on his money and ultimately his life.

What You Hear in This Episode:

• How Carter grew up and who he looked up to as a positive role model
• Why Carter moved in with father after his parents separated
• What happened the moment he found out his father died within two years of his mom
• Why he's grateful for internet searches
• What he hopes other learns about money and mindset

Resources:

• Carter's website
• Follow Carter on Instagram
• Follow Carter on Twitter
• Teen Who Lost Both Parents Now Financial Advisor For Millennials

*theme music by Donovan Dorrance

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ENCORE EPISODE:  Host Sarah  brought on her close friends and money mastermind group, Jackie Lam – an advocate for freelancers, Kate Dore, a Certified Financial Planner candidate, and Taylor Milam, and English teacher who freelances on the side. They chat about how they met, how they became so open to talking about money (both in their business and personal lives), and what they feel others can do when looking for a support system around their finances.

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Rich Jones and Marcus Garrett, hosts of the popular podcast Paychecks and Balances join me to chat about the differences between the idea of outward success and how it’s not always cracked up to be. We also get candid about our feelings on how others respond to our upbringings or our “advantages” in life and it’s merely our parents looking out for our best interest.