Financially Intentional
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Financially Intentional episodes

  • Making Sense of Student Loans Post the Pause - Episode 47

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    We are joined by Lauryn Williams of Student Loan Planner to address the often overwhelming topic of student loans. As many are confused about the ever-changing landscape of student loans, Lauryn offers clarity, walking us through various loan repayment plans. We also touch upon the intricate dance between loan payments, taxable incomes, and retirement savings. With Lauryn's wealth of knowledge, we discuss actionable steps and encourage everyone to tap into available resources, like Student Loan Planner, to navigate their unique financial situations and potentially save thousands in the process.

    About our guest:
    Lauryn Williams, CFP® is a 4-time Olympian and the first American woman to medal in both the Summer and Winter Games. Currently, Lauryn is a consultant for Student Loan Planner and the founder of the financial planning firm Worth Winning and the “Worth Listening” podcast.
    Links:
    Studio Loan Planner
    More about Lauryn Williams

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    Grab your spot in my free Financial CPR class and learn the simple steps I used to go from paycheck to paycheck to my first million.

    Please join me here, and follow me on social media, Instagram, and Facebook.

    Need help getting started on your path to financial freedom? Start Here

    Join the Financially Intentional Community 

    Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. 

    Get my book Smart Money

    33 min
  • Building Generational Wealth While Retiring Early Abroad - Episode 46 (Classic Episode)

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    We're bringing another hard-hitting and inspiring episode with Amon and Christina Browning of Our Rich Journey. We dive deep into their path to financial independence, discovering their unique investment strategies that helped them secure their financial future. From smart investments to setting up brokerage accounts for their kids, they share their secrets to success. We then explore the incredible benefits of living and working abroad, from free housing to top-notch international schools. Amon and Christina discuss the impact of their financial journey on their children's future and their commitment to building generational wealth.

    About our Guest:
    Amon and Christina were from the San Francisco Bay Area. They were both federal government employees until one day they both just up-and-quit their jobs and worked toward the path for FIRE, and retired at the age of 39. For parents with two young kids to be able to retire at 39 took a lot of planning and intentional decision-making. And it all began in 2011, when they embraced the FIRE movement. In pursuing FIRE, they constantly thought of creative ways to make and save extra money to invest. After eight years of smart and consistent investments - they grew their stock market portfolio to an amount that allowed them to quit their jobs without ever having to work again.
    Our Rich Journey Youtube Channel
    Our Rich Journey Instagram
    Our Rich Journey Site

    Support the show

    ---

    Grab your spot in my free Financial CPR class and learn the simple steps I used to go from paycheck to paycheck to my first million.

    Please join me here, and follow me on social media, Instagram, and Facebook.

    Need help getting started on your path to financial freedom? Start Here

    Join the Financially Intentional Community 

    Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. 

    Get my book Smart Money

    56 min
  • ESG Investing and Why it Makes Investing in What You Believe in Simple - Expert Edition Episode 44 (Classic Episode)

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    We're back with another hard-hitting episode diving deep into the world of socially responsible investing with our Certified Financial Planner, Marie Thomasson. Ever heard of the acronym ESG? We dissect the meaning behind Environmental, Social, and Governance investing, and the best part? There's no financial disincentive in doing so! Tune in to learn how ESG investing has evolved, why it's not as expensive as some make it out to be, and how you, yes YOU, have the power to demand it in your investment portfolios. Plus, we sprinkle in some insights about the importance of being informed about the fees in your retirement accounts.

    Links mentioned in the episode:
    CFP Episode 34 - Saving Money Socially Responsibly, The Easy Way
    Retirement Plans: Last Week Tonight with John Oliver
    Nurses on Fire Episode with Blooom Founder, Chris Costello

    About Our Guest:
    Marie Thomasson, CFP® is a financial advisor for progressive women. Marie started her journey with a prestigious internship in asset management after studying Applied Mathematics at UCLA. It turned into 13 long years, overseeing over six billion dollars in bonds for pension funds, institutions, and banks. The experience left her with a deep skillset, and a deeper longing to be free of an industry saturated in privilege, misogyny, and self-interest.
    https://modernassetsla.com/

    Support the show

    ---

    Grab your spot in my free Financial CPR class and learn the simple steps I used to go from paycheck to paycheck to my first million.

    Please join me here, and follow me on social media, Instagram, and Facebook.

    Need help getting started on your path to financial freedom? Start Here

    Join the Financially Intentional Community 

    Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. 

    Get my book Smart Money

    12 min
  • Teaching Kids Financial Independence - Episode 45 (Classic Episode)

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    In this hard-hitting episode, we are joined by Rob Phelan, a high school personal finance and math teacher who works with ChooseFI to implement a financial independence (FI) curriculum in K through 12 schools. Rob discusses his own journey into personal finance, the importance of teaching kids about financial literacy, and the launch of a free K-12 financial education curriculum sponsored by the ChooseFI International Foundation. Rob's message emphasizes the significance of avoiding lifestyle inflation and making thoughtful financial choices, especially for those who are starting on their careers, to achieve long-term financial independence.

    About our guest:
    Rob Phelan is a high school personal finance teacher in Maryland where he lives with his wife and son. Rob is a Certified Financial Education Instructor and owner of The Simple StartUp, where he guides 10-18-year-old entrepreneurs through starting their first businesses. He is a co-creator of the ChooseFI Foundation PreK-12 Personal Finance Curriculum which was created to help our youth learn about money from the ground up. Outside of the classroom, Rob is a super-advocate for financial education for kids and is very active in the community and on social media, sharing information parents, caregivers, educators, and business leaders can use to help the youth in their lives learn about money.

    Mentioned Links  and Resources:
    Rob Phelan's Books
    Contact Rob
    ChooseFI Pre K-12 Financial Literacy Curriculum
    The Simple Startup
    ChooseFI Podcast
    FI 101 (free adult financial literacy course)
    The Playing with Fire Movie

    Support the show

    ---

    Grab your spot in my free Financial CPR class and learn the simple steps I used to go from paycheck to paycheck to my first million.

    Please join me here, and follow me on social media, Instagram, and Facebook.

    Need help getting started on your path to financial freedom? Start Here

    Join the Financially Intentional Community 

    Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. 

    Get my book Smart Money

    28 min
  • How Your Vote Impacts Social Change - Expert Edition Episode 43 (Classic Episode)

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    In another hard-hitting episode, we're diving deep into how to invest and be socially responsible. Marie shares how you can  making an impact, regardless of your financial situation. Voting is the easiest and most impactful way to drive sustainability and change, especially at the local level. We discuss the importance of understanding your local initiatives, the power of your vote in shaping policies, and addressing the challenges faced by those who feel disenfranchised. We explore how voting can be your most potent tool for creating meaningful, long-term change.

    About Our Guest:
    Marie Thomasson, CFP® is a financial advisor for progressive women. Marie started her journey with a prestigious internship in asset management after studying Applied Mathematics at UCLA. It turned into 13 long years, overseeing over six billion dollars in bonds for pension funds, institutions, and banks. The experience left her with a deep skillset, and a deeper longing to be free of an industry saturated in privilege, misogyny, and self-interest.
    https://modernassetsla.com/

    Support the show

    ---

    Grab your spot in my free Financial CPR class and learn the simple steps I used to go from paycheck to paycheck to my first million.

    Please join me here, and follow me on social media, Instagram, and Facebook.

    Need help getting started on your path to financial freedom? Start Here

    Join the Financially Intentional Community 

    Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. 

    Get my book Smart Money

    11 min
  • From Beans and Rice to Financial Independence - Episode 44 (Classic Episode)

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    In another hard-hitting and very inspiring episode, we have Desiree, an OR nurse and financial independence enthusiast, who shares her incredible journey towards achieving financial freedom. She discusses her path to becoming a nurse, overcoming obstacles to pursue her dream, and how she stumbled upon the world of financial independence. Desiree's inspiring story reveals how she paid off her student loans in just three months, her commitment to speaking up as an advocate in her nursing career, and her dedication to living life on her own terms.

    Resource mentioned: Mr. Money Mustache

    About our guest:
    Desiree has wanted to be a nurse since she was 3 years old.  She is a mother of 3 and an operating room RN. Her oldest daughter has followed in her footsteps and is currently a psychiatric LPN and enrolled to become an RN. Desiree has always been frugal but only somewhat recently found FIRE.  While searching for a new recipe for beans and rice, she stumbled on to the Mr Money Mustache website which promotes a path to FIRE through frugality and focusing on the aspects of life which is most important to the individual while limiting the resources dedicated to those which hold less personal importance. Having hit her Financial independence number in the last year at 47,  she has moved to per deim. She enjoys time with her 5 year old grandson and her other many hobbies.

    Support the show

    ---

    Grab your spot in my free Financial CPR class and learn the simple steps I used to go from paycheck to paycheck to my first million.

    Please join me here, and follow me on social media, Instagram, and Facebook.

    Need help getting started on your path to financial freedom? Start Here

    Join the Financially Intentional Community 

    Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. 

    Get my book Smart Money

    35 min
  • The Social Cost of Amazon - Expert Edition Episode 42 (Classic Episode)

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    We have another hard-hitting episode from our ESG series where we dive deep into a subject that's become a part of our daily lives: Amazon. Marie Thomasson, our certified financial planner, and I explore the challenges of breaking the Amazon habit and opting for more socially responsible spending. We candidly discuss the conditioning that's led us to click that 'Buy Now' button and how Amazon's convenience can sometimes come at a cost to small businesses, labor practices, and even our personal values. Join us as we navigate this paradigm shift in shopping, from rethinking consumption to embracing conscious consumerism.

    About Our Guest:
    Marie Thomasson, CFP® is a financial advisor for progressive women. Marie started her journey with a prestigious internship in asset management after studying Applied Mathematics at UCLA. It turned into 13 long years, overseeing over six billion dollars in bonds for pension funds, institutions, and banks. The experience left her with a deep skillset, and a deeper longing to be free of an industry saturated in privilege, misogyny, and self-interest.
    https://modernassetsla.com/

    Support the show

    ---

    Grab your spot in my free Financial CPR class and learn the simple steps I used to go from paycheck to paycheck to my first million.

    Please join me here, and follow me on social media, Instagram, and Facebook.

    Need help getting started on your path to financial freedom? Start Here

    Join the Financially Intentional Community 

    Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. 

    Get my book Smart Money

    24 min
  • Six-Figure Income and Freedom as a Travel Nurse - Episode 43 (Classic Episode)

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    In another heavy hitting episode, we're joined by the incredible Sarah Gaines, a seasoned travel nurse with a wealth of experience and wisdom to share. Sarah takes us on a journey from the early days of her nursing career to her transformation into a successful travel nurse, providing a glimpse into the challenges and triumphs that led her to embrace the world of travel nursing. Together, we explore the essential factors to consider when evaluating travel nursing contracts, from location and taxes to hidden costs, all while prioritizing your financial well-being and safety in these extraordinary times. Sarah's candid insights and her Six Figure Travel Nurse Course empower nurses to embark on their own travel nursing adventures, making informed decisions and unlocking the financial freedom they deserve.

    About our Guest:
    Sarah Gaines, MSN, RNC-OB (also known as the 6 Figure Travel Nurse) is a labor and delivery nurse, nurse mentor, educator, and entrepreneur. Passionate about travel nursing (20 contracts and counting!), she’s created the 6 Figure Travel Nurse Course to educate and empower nurses to maximize their income so they can work less and travel more. For insider tips, expert advice, group support, and even 1:1 mentoring follow Sarah on her Instagram and learn more about her online course for travel nurses at www.SarahGaines.com

    Support the show

    ---

    Grab your spot in my free Financial CPR class and learn the simple steps I used to go from paycheck to paycheck to my first million.

    Please join me here, and follow me on social media, Instagram, and Facebook.

    Need help getting started on your path to financial freedom? Start Here

    Join the Financially Intentional Community 

    Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. 

    Get my book Smart Money

    37 min
  • Spending with Purpose Supporting Local Businesses - Expert Edition Episode 41 (Classic Episode)

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    In another hard hitting episode from our ESG series with our certified financial planner, Marie Thomasson. We explore the profound impact of supporting local businesses, and how it aligns with spending according to your values. We discuss the repercussions of choosing convenience over conscience, like the 'Amazon Tax,' and how we can change our spending habits to benefit our communities. Join us as we issue a challenge that could make a significant difference this holiday season: opting for quality over quantity and investing in local businesses to promote sustainability and diversity in our neighborhoods.

    About Our Guest:
    Marie Thomasson, CFP® is a financial advisor for progressive women. Marie started her journey with a prestigious internship in asset management after studying Applied Mathematics at UCLA. It turned into 13 long years, overseeing over six billion dollars in bonds for pension funds, institutions, and banks. The experience left her with a deep skillset, and a deeper longing to be free of an industry saturated in privilege, misogyny, and self-interest.
    https://modernassetsla.com/

    Support the show

    ---

    Grab your spot in my free Financial CPR class and learn the simple steps I used to go from paycheck to paycheck to my first million.

    Please join me here, and follow me on social media, Instagram, and Facebook.

    Need help getting started on your path to financial freedom? Start Here

    Join the Financially Intentional Community 

    Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. 

    Get my book Smart Money

    17 min
  • Redefining Financial Freedom with Mini Retirements - Episode 42

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    We are joined by the incredible Jillian Johnsrud, a financial expert and advocate for mini-retirements. We dive deep into the world of mini-retirements, exploring how to break free from the traditional 9-to-5 grind and achieve financial independence. Jillian shares stories of real people who've embraced mini-retirements to design their dream lifestyles, challenging the status quo and offering a fresh perspective on gaining control of your financial future. If you're craving change or simply curious about the transformative power of mini-retirements, I hope this episode will leave you feeling inspired and ready to take the reins of your own life.

    Get the FREE 10 SIMPLE LESSONS TO START LIVING WITH INTENTION Video Course

    Get the FREE 6 SIMPLE STEPS TO TAKING A MINI RETIREMENT Workbook

    About our Guest:
    After starting with 55k in debt, Jillian became financially independent at 32. She and her husband have taken a dozen mini-retirements, adopted four kids, have two biological, lived abroad, traveled to 27 countries, and paid cash for their first home. They live in Montana by Glacier National Park, where they hike on the weekends. She's a writer, coach, speaker, podcaster, and drinker of hot tea. You can connect with her at retireoften.com

    Support the show

    ---

    Grab your spot in my free Financial CPR class and learn the simple steps I used to go from paycheck to paycheck to my first million.

    Please join me here, and follow me on social media, Instagram, and Facebook.

    Need help getting started on your path to financial freedom? Start Here

    Join the Financially Intentional Community 

    Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. 

    Get my book Smart Money

    53 min

About Financially Intentional

From the publisher's feed

Welcome to the FInancially Intentional Podcast with Naseema McElroy! This is a weekly podcast covering all things personal finance for those ready to build wealth but who may not know where to start. …

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