Join us for an inspiring conversation with Tara Sims—award-winning administrative leader and bestselling author of Evolved Assistant. In this episode, Tara shares her journey from financial chaos to clarity, revealing how early money messages, debt struggles, and mindset shifts shaped her path to financial freedom. We dive into practical strategies for building wealth, redefining luxury, and planning for retirement as a single, successful professional. Whether you’re navigating debt, seeking confidence in your finances, or curious about elevating your career, this episode is packed with insights to help you thrive.

In the Season 2 premiere of Financial Hellness, hosts Stephanie and Chad debut a new interview-style format by sitting down with their longtime friend Beau, the former CEO of Bisso Marine—once the largest maritime and salvage company in the United States. Beau shares his remarkable financial journey, from leading and eventually selling his family’s business, which dates back to the 1800s, to navigating the emotional complexities of legacy and loss. Heopens up about the passing of his father and his mother’s ongoing battle with dementia, offering a deeply personal look at how these experiences shaped his approach to wealth and planning. The episode concludes with Beau’s insights into how strategic financial planning has helped secure and transfer wealth across generations in his family.

In this episode, Steph and Chad dig into the psychology of doing what's minimally required vs. doing what's actually needed. They look at state minimum requirements for auto insurance and discuss how they impact our decision making. Are we really protecting ourselves? They also discuss the specifics of homeowners and umbrella insurance.

Steph and Chad continue last week’s conversation about the pros and cons of renting vs. buying a home. This week they dig deep into numbers, covering everything from down payments, interest rates, closing costs, principal and interest payments, other monthly payments, and more. Grab a notepad because this episode is loaded with great information to help you with understanding what costs to expect when you buy a home.

Many of the assumptions used in this episode are taken from the NerdWallet article, “How Much Money Do You Need to Buy a House?” by Kate Wood, updated November 17, 2022.

https://www.nerdwallet.com/article/mortgages/how-much-does-it-cost-to-buy-a-house

 #mentalhealth #mentalhealthawareness

This week, our hosts discuss their personal journeys as they are currently deciding whether to rent or buy new homes. They delve into the emotional and financial pros and cons of both. There's so much to unpack here, they decided to break this conversation into two episodes!

Well that sounds risky! Today Steph and Chad discuss risk management and how risks can impact our minds, our bodies and our wallets!

This week, Steph and Chad dig into the mental and physical impacts of stress. They share stories of how they are both going through some major life changes and decisions they are trying to address. Ultimately, they look at the role debt can play in adding to our stress and how we may be able to overcome it.

This week, Stephanie and Chad build on the last episode's topic of planning. They discuss the emotional impacts of having and not having a budget. Budget confessions were made and appropriately chastised. In the end, our hosts share ways to overcome budgeting challenges.

In this episode, Stephanie and Chad explore the benefits of having a plan. They break down why plans (and specifically financial plans) are important and how they can have a positive psychological impact They discuss the elements of goal setting and how writing down goals and action steps enhance productivity and foster resilience to help steer clear of pitfalls. They share anecdotes and insights to help reinforce the invaluable role of planning in shaping success and fulfillment.

In their first episode, hosts Stephanie and Chad explore their 40+ year friendship and growing up in New Orleans. They discuss their professional backgrounds, the origins of the podcast concept and provide an overview on the critical connections between financial and mental health.