Financially Intentional

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In this classic episode, we discuss the importance of focusing on money with our Certified Financial Planner Leisa Peterson. We emphasize that money is a tool and that what people pay attention to in life tends to grow, including finances. We also discuss the significance of setting goals, being intentional with money, and tracking expenses. We then provide recommended tools or apps to create a plan and allocate funds towards specific goals. By shifting your focus and being intentional about your finances, you can make progress towards your financial objectives.

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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

Send us Fan Mail

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

Send us Fan Mail

In this classic episode, Naseema confronts the issue of mortgage discrimination and shares her personal experiences with predatory lending. Joined by certified financial planner Leisa Peterson, they delve into the details of Naseema's recent home-buying process, exposing the subtle yet prevalent forms of discrimination that still persist today. Naseema's frustration and determination to shed light on this topic are palpable as she discusses the importance of understanding the signs of discrimination, asking the right questions, and reporting such instances to put an end to this unfair practice. Leisa offers valuable insights on the subjectivity in the mortgage underwriting process and emphasizes the need for education and advocacy to ensure fair treatment and access to affordable financing for everyone, particularly marginalized communities. Through their candid conversation, Naseema and Leisa empower listeners to be informed, assertive, and proactive when navigating the complex world of home loans.

Support the show

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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

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In this episode, we have our fellow podcaster Vanessa Casper from the "Doses of Poor" podcast. We dive into Vanessa's nursing journey, discussing how she started as a nursing assistant at a young age and eventually became a nurse practitioner. Vanessa shares her experiences working in different healthcare settings, her passion for teaching, and her transition into preventive care as an adult gerontology nurse practitioner. We also touch on the financial aspects of pursuing higher education in nursing and the sacrifices Vanessa made to invest in her career. Then we explore the importance of advanced care planning and the role of healthcare professionals in improving patients' quality of life. Vanessa reflects on her experiences during the COVID-19 pandemic, including being furloughed and the challenges faced by primary care providers. Her dedication to making a positive impact in healthcare and her commitment to keeping patients comfortable and prepared for their medical journeys.

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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

Send us Fan Mail

In this episode, our guest Leisa Peterson, a certified financial planner, discuss the concept of focusing on possibilities rather than struggles. We explore how scarcity and fear can hold people back from exploring different opportunities and playing to win in life. Leisa explains three money fears that often trap individuals: fear of power and authority, fear of the past, and fear of being responsible. We emphasize the importance of healing and taking responsibility for one's mindset to regain power and curiosity, highlighting the significance of embracing possibility, dreaming, and believing in oneself to open up new opportunities for growth and abundance. We also share a listener's story about giving herself permission to aspire to become a millionaire and the encouragement to others to do the same.

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

Send us Fan Mail

Embark on a captivating journey with Amy as she navigates the complex world of personal finance, drawing from her own experiences of witnessing financial hardship during her parents' divorce as a child. As she enters adulthood and secures a job, Amy grapples with the challenges of managing her finances and carrying the weight of those early struggles. Determined to break free from the cycle of financial instability, she sets out on a quest for financial independence. Through self-discovery, diligent research, and the guidance of experts, Amy unveils the path to financial empowerment, learning invaluable lessons about budgeting, investing, and creating a secure future. Witness her inspiring transformation as she overcomes obstacles, embraces a wealth-building mindset, and ultimately achieves the financial freedom she once only dreamed of. This episode offers a compelling narrative of resilience, growth, and the pursuit of a brighter financial future, inspiring listeners to take control of their own financial journeys.

The FI Freedom Retreat offers a supportive community of like-minded individuals who share a common goal: to reclaim their financial power. Connect with fellow attendees, exchange ideas, a nd build lifelong friendships that will continue to inspire and motivate you long after the retreat ends.

Whether you're burdened by debt, yearning to escape the rat race, or simply seeking financial independence to pursue your passions, the FI Freedom Retreat is your transformative gateway. Don't miss out on this opportunity to gain financial clarity, design a life aligned with your values, and embrace the freedom you deserve.

Visit fifreedomretreats.com to explore the retreat dates, and the comprehensive resources available. It’s going down this year in Bali September 27th through October 1st. Grab your tickets here. 

FI Events Mentioned:

• Ecomome
• Camp FI
• Camp Mustache

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

Send us Fan Mail

In this episode, our CFP Leisa Peterson and I discuss important financial decisions for individuals nearing retirement age with none or limited retirement savings. We explore the dilemma of whether to start a 401k or wait for a more stable economic period. We also touch on the significance of addressing existing debt while considering factors like income level, potential salary growth, and forbearance options. We then discuss homeownership while evaluating your motives and ensure affordability while potentially taking advantage of the NACA program, considering its potential advantages, low-interest rates, and opportunities for low to moderate-income households. We hope this episode encourages you to take action and prioritize long-term financial security.

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

Send us Fan Mail

Join us on a thought-provoking journey as we delve into the question: Is financial independence a white privilege? In this podcast, we aim to examine the complex interplay between race, socioeconomic status, and the pursuit of financial freedom. Hear an honest discussions, valuable insights, and a call to action as we uncover the truth about financial independence and its relationship to privilege. It's time to break down barriers and pave the way for a more equitable and inclusive financial future for everyone.

Check out Jeff’s Is Financial Indepence a White Privildege article.

About Our Guest: Jeff is a former Naval officer who lost everything in the 2008 market crash, the same year he was honorably discharged. After a couple years of scraping by and living on credit card advances, he landed a stable government job in 2010 and started to rebuild. 13 years later, he's approaching a net worth of $900,000 and his story can provide hope.

In Part 2 of this episode, we discuss the following:

• The concept of Maslow's Hierarchy of Needs and how it relates to the racial wealth gap and people's understanding of it.
• The disconnect between individuals who are at different levels of the hierarchy.
• The systemic barriers and historical experiences of marginalized communities, including issues with law enforcement and the healthcare system.
• How financial independence can be a means to overcome some of these challenges and advocate for change.
• Personal experiences as members of marginalized communities
• Importance of recognizing small, everyday actions in building wealth, understanding expenses, and addressing money traumas.
• Focus on intentional decision-making, decreasing expenses, and addressing personal triggers in order to accumulate assets and overcome financial barriers.

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

Send us Fan Mail

In this episode, our CFP Leisa Peterson and I discuss practical strategies to navigate financial uncertainties during the COVID pandemic, which can be relatable considering the potential financial turmoil in the coming months or years. We discuss the importance of tracking expenses, reducing unnecessary costs, setting financial goals, and adopting value-based budgeting. Invest in yourself and take advantage of free educational resources available online. With a positive mindset and proactive approach, it is possible to stabilize finances and make the most out of this situation, while highlighting opportunities such as investing in stocks and reaching out to companies for financial assistance. We hope we provide valuable insights and actionable steps to help individuals regain control over their financial situation amid uncertainty.

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

Send us Fan Mail

Join us on a thought-provoking journey as we delve into the question: Is financial independence a white privilege? In this podcast, we aim to examine the complex interplay between race, socioeconomic status, and the pursuit of financial freedom. Hear an honest discussions, valuable insights, and a call to action as we uncover the truth about financial independence and its relationship to privilege. It's time to break down barriers and pave the way for a more equitable and inclusive financial future for everyone.

Check out Jeff’s Is Financial Indepence a White Privildege article.

About Our Guest: Jeff is a former Naval officer who lost everything in the 2008 market crash, the same year he was honorably discharged. After a couple years of scraping by and living on credit card advances, he landed a stable government job in 2010 and started to rebuild. 13 years later, he's approaching a net worth of $900,000 and his story can provide hope.

In Part 1 of this episode, we discuss the following:

• Financial Independence as a White Privilege
• Challenging Social Norms and Embracing Financial Responsibility
• Leveraging the GI Bill for Financial Advantage
• The Power of Surrounding Yourself with Like-Minded Individuals
• Normalizing Wealth and Creating Representation

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