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On this episode of Financially Naked: Stories from The Financial Gym, our host is Rebekkah Holleman, Client Experience Manager at The Financial Gym and she is joined by Cymone, the Warm-Up Caller Team Lead. These two remarkable individuals who share a unique bond – both Rebecca and Cymone began their journey as clients at The Financial Gym before transitioning into integral roles on our team. Rebecca and Cymone's parallel experiences highlight the incredible power of financial wellness and how The Financial Gym has transformed their lives, making it possible for them to pay it forward and support others in their journey toward financial success. In this episode they will explain what a Warm Up Call is and why you should schedule one if you're thinking about joining The Financial Gym.
For more details check out our show notes here!
If you want to work with a Certified Financial Trainer to help navigate your finances, schedule a free warm-up call today! If you have any ideas or questions for the show, send an email to [email protected].
On this episode of Financially Naked: Stories from The Financial Gym, our hosts are Garrett and Sam, two Certified Financial Trainers at The Financial Gym. With holiday festivities just around the corner, they're here to discuss how to celebrate without going over your budget. They share their insights on the power of planning ahead, clever budgeting tips for hosting and traveling, and most importantly, the art of giving thanks without the hefty price tag. Sam and Garrett remind us the essence of the season is truly family, friends, community, gratitude, and meaningful connections. If you find yourself going over budget, that's okay because we can always get our finances back on track, but time is a truly limited resource and blessing.
For more details check out our show notes here!
If you want to work with a Certified Financial Trainer to help navigate your finances, schedule a free warm-up call today! If you have any ideas or questions for the show, send an email to [email protected].
ResourcesTravel on a Budget with Jenny & Kadri
This Financially Naked: Stories From The Financial Gym episode is hosted by two of our Level 3 Certified Financial Trainers, Jenny and Kadri. They're here to talk about traveling on a budget, offering tips and insights beyond credit card points and hacking.
Traveling on a budget doesn't mean sacrificing the richness of your experiences; it's about embracing the idea that there's no wrong way to explore the world. Travel is a highly personal journey that should be tailored to your unique preferences and values. Whether you're an adventure seeker or simply searching for affordable ways to explore, today's discussion will empower you to consider different travel styles, prioritize what truly matters to you, and make every journey memorable.
For more details check out our show notes here!
If you want to work with a Certified Financial Trainer to help navigate your finances, schedule a free warm-up call today! If you have any ideas or questions for the show, send an email to [email protected].
ResourcesCharles Schwab
Point.me
Point yeah
Revolut
Wise
Remitly
SkyScanner
Meet Jenny Harp, Level 3 Certified Financial Trainer
Meet Kadri Augustin, Level 3 Certified Financial Trainer
October is Breast Cancer Awareness Month. In this episode of Financially Naked: Stories from The Financial Gym, we discuss the intersection of Breast Cancer Awareness Month and the principles of Diversity, Equity, Inclusion, and Belonging (DEIB). Rachel Adaline, HR Manager at The Financial Gym, is joined by Jessica Whorton, a breast cancer survivor.
Today, as a Director of Business Development, Jessica champions workplace inclusivity, particularly regarding disabilities and cancer survivors. She draws from her experiences to advocate for a more equitable and compassionate professional world. Jessica recognizes humor's incredible healing power. She shows us that even in the most challenging moments, laughter can be a powerful tool, reducing stress and creating connections that bridge the gap between patients, families, and caregivers.
Her positivity, humor, and unwavering determination make her a beacon of light. Join us as we explore her remarkable journey, the history and importance of Breast Cancer Awareness Month, and how we can create a more welcoming workplace for all.
For more details check out our show notes here with loads of links and resources (thank you Jessica)$
If you want to work with a Certified Financial Trainer to help navigate your finances, schedule a free warm-up call today! If you have any ideas or questions for the show, send an email to [email protected].
On this episode of Financially Naked: Stories from The Financial Gym, Gina and Juan, two Certified Financial Trainers, are here to talk about how to budget for the winter holidays! It's October, and it's never too early to prepare for the festive season.
From making a list, checking it twice, and budgeting for everything else that comes along with the holidays, you can plan ahead. Trainers at The Gym coach clients through this every year! Gina and Juan are here to share all the tips and tricks they know to make the process as stress-free as possible so you can enjoy the most wonderful time of the year without going into debt.
For more details check out our show notes here!
If you want to work with a Certified Financial Trainer to help navigate your finances, schedule a free warm-up call today! If you have any ideas or questions for the show, send an email to [email protected].
Resources5 Ways to Plan Your Holiday Budget Now
How to Plan Financially for the Holiday Season Now
Juan Valeriano, Level 2 Certified Financial Trainer
Gina Funaro, Level 2 Certified Financial Trainer
On this episode of Financially Naked: Stories from The Financial Gym, our hosts are Garrett and Juan, two Certified Financial Trainers at The Financial Gym. This is the second episode in our mini-series about credit. In a previous episode, we discussed the basics and history of credit reports and scores. Today, we're diving into the logistical steps of building your credit from the ground up, even if you're just getting started. If you have yet to hear that first episode, start there and then come back.
For more details check out our show notes here!
If you want to work with a Certified Financial Trainer to help navigate your finances, schedule a free warm-up call today! If you have any ideas or questions for the show, send an email to [email protected].
ResourcesKadri & Mike Gymsplain Credit Scores
BFF Approved Credit Building Tools
Annualcreditreport.com
Meet Garrett Faulconer, Level 3 Certified Financial Trainer
Meet Juan Valeriano, Level 2 Certified Financial Trainer
On this episode of Financially Naked: Stories from The Financial Gym, our hosts are Juan and Sam, two Certified Financial Trainers at The Financial Gym. This episode is all about investment properties. It's a goal that many clients have at The Financial Gym, so today we're delving into the basics of just getting started and hearing firsthand from Sam as she shares her personal experience with investment properties.
For more details check out our show notes here!
If you want to work with a Certified Financial Trainer to help navigate your finances, schedule a free warm-up call today! If you have any ideas or questions for the show, send an email to [email protected].
ResourcesBigger Pockets Rental Property Calculator
4 Steps to Financial Freedom Through Rental Property Investing
Sam Cash Level 2 Certified Financial Trainer Juan Valeriano, Level 2 Certified Financial Trainer
In this episode of Financially Naked: Stories from the Financial Gym, we continue our DEIB series. Our host, Rachel Adaline, HR Manager at The Gym, is joined by Juan, one of our Certified Financial Trainers, to celebrate Hispanic Heritage Month. Celebrating Hispanic Heritage Month can be a fantastic way to learn about and highlight Hispanic and Latino communities' diverse cultures, traditions, and contributions.
Juan, whose family is from Honduras, tells us about his life as a first-generation American. He reflects on the significance of Hispanic Heritage Month in his upbringing through college, its connection to personal finance, and how it led to him being a Financial Trainer today.
For more details check out our show notes here!
If you want to work with a Certified Financial Trainer to help navigate your finances, schedule a free warm-up call today! If you have any ideas or questions for the show, send an email to [email protected].
ResourcesNational Hispanic Heritage Month Facts
Scholarships for Hispanic Students
Meet Juan Valeriano, Level 2 Certified Financial Trainer Meet Rachel Adaline, HR Manager at The Financial Gym
On this episode of Financially Naked: Stories from The Financial Gym, our hosts are Catriona and Tina, two Level 3 Trainers at The Financial Gym. They are here to talk about an important step of every financial journey: tracking your spending. They dive into the why behind this practice and how it can help you become intentional about your finances.
Catriona and Tina share valuable tips on creating a sustainable reflection habit. You'll learn about different methods to track your spending, from pen and paper to modern apps and tools. If looking at your spending makes you anxious, don't worry; this conversation is not about judgment but instead about gaining awareness to make mindful decisions.
For more details check out our show notes here!
If you want to work with a Certified Financial Trainer to help navigate your finances, schedule a free warm-up call today! If you have any ideas or questions for the show, send an email to [email protected].
ResourcesBFF Approved Budgeting Tools
Empower (formerly Personal Capital)
Rocket Money
HoneyDue
Meet Catriona Williams, Level 3 Certified Financial Trainer
Meet Tina Hang, Level 3 Certified Financial Trainer
In this episode of Financially Naked: Stories from The Financial Gym, we dive into a truly transformative discussion with hosts Joy, Genar, and Kadri – three Certified Financial Trainers at The Financial Gym. The trio will explore the connection between mindfulness, meditation, and financial health.
Have you considered how mindfulness and meditation can improve your financial health? In this conversation, we explore the benefits of incorporating mindfulness and meditation into your financial journey and help you understand how meditation cultivates a sense of clarity and focus that benefits your financial decision-making.
We'll also touch on the benefits of a gratitude practice and ideas to incorporate gratitude into your financial habits. Whether you're already financially fit or just starting the journey, get ready to learn how to apply these age-old principles to your money practice.
For more details check out our show notes here!
If you want to work with a Certified Financial Trainer to help navigate your finances, schedule a free warm-up call today! If you have any ideas or questions for the show, send an email to [email protected].
ResourcesHow to Go From a Scarcity to Abundance Mindset
Meditation: The Mayo Clinic
Happy Money with Ken Honda
Meet Joy Liu, Level 3 Certified Financial Trainer
Meet Kadri Augustin, Level 3 Certified Financial Trainer
Meet Genar Mendez, Level 2 Certified Financial Trainer
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