Welcome to a new year! 2024 is going to be filled with lots of excitement at the show and at The Financial Gym, January is typically a time for change where companies are more likely to lay people off and employees are more open to change and making a change, so I hope you’ll find this content helpful no matter what stage you find yourself in. 

For more information, visit the show https://www.martinisandyourmoney.com/show-notes/episode512-salary-transparent-street

On the last Friday of the month, I host the happy hour on the podcast where I gather great friends with me to drink cheap drinks and talk about money topics. This is a very special Happy Hour, as we’re not only talking about our thoughts around Financial Independence but it’s also the year end happy hour, so we’ll be sharing our highs and lows of the year and we’ll set our goals for next year. I also have a very special surprise for you listeners in this show and I hope you enjoy it as much as I did! 

For more information, visit the show https://www.martinisandyourmoney.com/show-notes/episode511-hh-financial-independence

I have a special bonus episode for you this month. As you know, this will be my final December of new episodes for Martinis and Your Money, and I’ve spent this month highlighting my favorite financial goal for clients and that’s Financial Independence, butno matter what your financial goal is, the end of the year is the perfect time to identify goals and plan for the coming year which is why I’m excited to share this bonus episode with you.

Joining me today is Kelly Lannan, Senior Vice President of Emerging Customers at Fidelity to talk about Fidelity’s 15th Annual Resolutions Study. She joins me to share the surprising finding of the study and also best practices for setting yourself up to achieve some of those resolutions you may make this year.

This is the perfect episode to listen to and hopefully inspire you to set those New Year’s resolutions or goals in this last week of the year. I apologize in advance for my voice now and on the episode as I’m currently fighting a seasonal bug that’s going around. Despite my cold, this is a great episode with so many helpful takeaways. 

For more information, visit the show  https://www.martinisandyourmoney.com/show-notes/episode510-Fidelity

This December is my final year end month for Martinis and Your Money and around this time every year, I’m always talking to clients about goal setting for the following year. And if you’ve listened to this show before, you know that one of the most important financial goals that I am most passionate about is Financial Independence and that’s the ability to work because you WANT to work and not because you HAVE to work.

For more information, visit the show https://www.martinisandyourmoney.com/show-notes/episode509-tonja-hester

This December is my final year end month for Martinis and Your Money and around this time every year, I’m always talking to clients about goal setting for the following year. And if you’ve listened to this show before, you know that one of the most important financial goals that I am most passionate about is Financial Independence and that’s the ability to work because you WANT to work and not because you HAVE to work. It's the number one goal we give to all of our clients at Financial Gym and it’s the number one goal I beg of you to set for 2024 and beyond. 

Joining me today Brad Barrett, co-founder of the ChooseFI podcast and website. Brad joins me today to share not only his own journey to FI, but what factors unite people on an FI journey and his answer will likely surprise you. And now here’s Brad.

For more information, visit the show https://www.martinisandyourmoney.com/show-notes/episode508-chooseFI

This December is my final year-end month for Martinis and Your Money, and around this time every year, I’m always talking to clients about goal setting for the following year. One of the most important financial goals that I am most passionate about is Financial Independence, and that’s the ability to work because you WANT to work and not because you HAVE to work. 

It’s the number one goal we give to all of our clients at Financial Gym, and it’s the number one goal I beg of you to set for 2024 and beyond. Joining me today is Jessica, co-founder of the Fioneers and a voice for the SlowFi movement. She joins me today to share about her journey to FI and the lessons her community has taught her along the way.

For more information, visit the show https://www.martinisandyourmoney.com/show-notes/episode507-the-fioneers

One of the financial goals that I am most passionate about is Financial Independence and that’s the ability to work because you WANT to work and not because you HAVE to work. It's the number one goal we give to all of our clients at Financial Gym and it’s the number one goal I beg of you to set for 2024 and beyond. 

Joining me today is Jamila Souffrant founder of Journey to Launch and Author of the new book Your Journey to Financial Freedom to discuss how she became a voice in the FI space and why her book is the perfect guide for you to start your own FI journey.

For more information, visit the show https://www.martinisandyourmoney.com/show-notes/episode506-jamillasouffrant

Today is the last Friday of the month, and on the last Friday of the month, we host the happy hour on the podcast, where we gather great friends to drink cheap drinks and talk about money topics. 

This month of the show, we’ve been discussing investing to celebrate the launch of Financial Gym’s investment management subsidiary, FG Advisory Services, LLC. This happy hour is a time to share more with friends what was shared with this team, and that’s why this business line is so important to me and why we’ve fought so hard to make it happen.

For more information, visit the show https://www.martinisandyourmoney.com/show-notes/episode505-hh-investing

This month, we’re focusing on investing. We’re very excited to announce that the team at Financial Gym will finally be able to start investing our clients’ money. For the past 10 years, we have coached clients to become first-generation wealth holders, and we want to continue on the journey with them and help them grow and build that wealth. 

Today, Garrett and Sara, both long-time trainers at Financial Gym who plan to help grow our investing division, join the show. They join to share some situations we’ve witnessed with clients that have motivated us to change the wealth management industry. 

For more information, visit the show https://www.martinisandyourmoney.com/show-notes/episode504-RIA

For the final season, I’m focused on delivering to you the best of the best. The best of what I’ve learned over the past 9 years of podcasting, the best guests, the best topics and so much more. This month I’m focusing on investing. I’m very excited for my listeners to be the first people to know that in just two months, my team at Financial Gym will finally be able to start investing our client’s money.

For more information, visit the show https://www.martinisandyourmoney.com/show-notes/episode503-joel-saul-sehy