Financially Naked

On this episode of Financially Naked: Stories from The Financial Gym, we're discussing a topic that's been flying under the radar since 2020: student loans. Joining Genar is Lindsay Clark, Chief Borrower Advocate at Savi, a platform designed to help borrowers navigate the student loan system. With the clock ticking to the end of the grace period in October, it's time to deep dive into the playbook of options available to borrowers.

Out of sight, out of mind? Not anymore. Unfortunately, the era of loan payments on pause is fading, but it's not all bad news! The government made huge improvements to the system, so borrowers are in a better position moving forward. Genar and Lindsay discuss the changes over the last few years, how to prepare for payments to start back up again, and tools you can use to handle your student loans.

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].

• Studentaid.gov

• Learn about the SAVE Plan

Website: https://financialgym.bysavi.com/

Meet Genar Mendez, Level 2 Certified Financial Trainer

Welcome back to Financially Naked: Stories from The Financial Gym. This week's episode is another in our Diversity, Equity, Inclusion, and Belonging series. Our host is Rachel Adaline, joined by The Gym's very own Alicia Lazarto. Today's topic shapes countless lives —family planning.

Alicia has navigated the path of raising two college-aged sons while skillfully steering the financial ship in her household. Together, they'll explore insights and tips for finding balance amidst the whirlwind of parenting, focusing on community, financial health, and self-care.

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].

• Financially Naked: Estate Planning

• Financially Naked: Teaching Financial Literacy to Kids

• Financially Naked: Communicating with Your Partner about Money

Meet Rachel Adaline, Human Resources Manager

Meet Alicia Lazarto, Chief Operations Officer

On this episode of Financially Naked: Stories from The Financial Gym, our hosts are Kylie and Sam, two Certified Financial Trainers at The Financial Gym. One of the most common goals among clients at The Gym is home ownership, so today we're diving into the basics of the home buying process. As Financial Trainers and prospective homeowners, Sam and Kylie will guide you through finding the right realtor, getting preapproval, and navigating the journey to closing. Whether you're a first-time buyer or looking to move, these practical tips and insights will help you make your home buying dreams a reality!

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].

• NerdWallet Mortgage Calculator

• Everything you need to know: The Home Buying Experience

• An Intro to First-Time Homebuyer Programs

• 4 Unexpected Costs of Home Ownership

Meet Sam Cash, Level 2 Certified Financial Trainer Meet Kylie Lipinski, Level 2 Certified Financial Trainer

This episode of Financially Naked: Stories from The Financial Gym is hosted by Catriona and Sara W, two Certified Financial Trainers at The Financial Gym. Today, they're shedding light on the power and potential of sinking funds. What are sinking funds, and why are they important in your financial journey?

They explore the different strategies for setting up sinking funds and discuss the best places to save them. They'll share practical tips on allocating your funds wisely, whether you're saving for that dream vacation, a summer camp for the kids, or your car expenses.

They'll show you how sinking funds can be a game-changer in helping you achieve your long-term financial goals and be a flexible and effective tool to confidently navigate your various savings goals.

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].

• Financially Naked 183: Garrett & Sam Gymsplain Emergency Savings

• Why You Need a Sinking Fund & How to Set it Up

• Upstart.com - Learn About Sinking Funds

• Time - Sinking Fund: What Is It, Types & How to Set One Up

Meet Catriona Williams, Level 2 Certified Financial Trainer

Meet Sara Willi, Level 2 Certified Financial Trainer

This is a very special episode of Financially Naked: Stories from the Financial Gym! Our hosts are Shannon McLay, the CEO and Founder of the Financial Gym, and our incredible COO, Alicia Lazarto. Today, they celebrate a decade of financial fitness and commemorate Alicia's remarkable six-year journey with The Gym. They take a trip down memory lane and share the inspiring tale of how the Financial Gym came to be. 

From its humble beginnings to the challenges we faced along the way, we'll dive into the highs and lows and the people that shaped The Financial Gym. This episode is about reflection, growth, and gratitude as we celebrate a decade of transforming lives, one financial step at a time. And that's not all – mark your calendars for September 1, when Shannon will share some exciting big news you won't want to miss on her podcast Martinis and Your Money. 

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].

Meet Alicia Lazarto - Chief Financial Officer Meet Shannon McLay - Founder & CEO 

On this episode of Financially Naked: Stories from The Financial Gym, our hosts are Jenny and Tina, two Certified Financial Trainers at The Financial Gym. They're tackling a topic that can seem intimidating but holds incredible potential: investing.

Investing isn't just for the wealthy or the financial gurus. It's a strategy that can help anyone grow their money and achieve their financial goals. Whether you're looking to save for retirement, buy a home, or fund your dreams, investing is a key step on your journey.

In this episode, they'll break down the basics of investing, demystifying terms like stocks, bonds, and asset allocation. They'll discuss the importance of setting clear goals to make informed investment decisions and how to get started even if you're brand new!

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].

• Investing 101 (Part 1)

• Investing 101 (Part 2)

• Investing 101: What are Investment Markets?

• BFF Approved Retirement Accounts

• BFF Approved Investing Accounts

Meet Tina Hang, Level 3 Certified Financial Trainer

On this episode of Financially Naked: Stories from The Financial Gym, our host is Rachel Adaline, HR Manager at The Financial Gym. Our special guest today is Lillie Nkenchor, an experienced estate planning professional with over 14 years of expertise in the field.

In this episode, we're shedding light on the sensitive but important topic of estate planning. Many of us may have heard the term before, but what exactly is it? Do you need to be rich to have an estate plan? When should you consider hiring a professional to assist you with this process? And what are the common challenges that arise when it comes to estate planning?

Lillie is here to share her vast knowledge and insights, as she has dedicated her career to helping others navigate the complexities of estate planning. We'll discuss the basics surrounding this essential aspect of personal finance, providing you with advice and actionable steps to protect your assets and ensure a smooth process for your loved ones.

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].

• Lillie's Newsletters

• Basic Estate Planning Documents

Website: www.lillienkenchor.com Instagram: @lillie_nkenchor_pc Linkedin: Lillie N. Nkenchor, Esq., LL.M.

Meet Rachel Adaline, Human Resources Manager

On this episode of Financially Naked: Stories from The Financial Gym, our host is Jazmin Higgins, Level 2 Certified Financial Trainer. Today, we have a special episode focused on an essential aspect of financial education: teaching kids about money. Joining us is a phenomenal guest who has dedicated herself to this cause, Chelsea Sarae Addison. She is an author and advocate for financial literacy, and she's here to talk about her new book, Savannah's Savings Jar.

Savannah's Savings Jar is more than a children's book. It's a powerful tool that harnesses the magic of storytelling to impart invaluable lessons about money to kids and adults. Sarae's book invites us all into the captivating world of Savannah and her friends, who are here to share their lessons.

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].

• Can a Children's Book Change The World?: Ted Talk by Linda Sue Park

• Greenlight: Debit Card for Kids & Teens

• Teachers Pay Teachers Financial Literacy Worksheets

Buy the book & get notified for pre-orders: Savannah's Savings Jar

Instagram: @Chelseasarae

LinkedIn: Chelsea Sarae Addison

Meet Jazmin Higgins, Level 2 Certified Financial Trainer

Life throws curveballs when we least expect them, and having a safety net can make all the difference. But what exactly is an emergency fund, and why should you have one? We'll break it down in simple terms and show you how these funds can be your financial cornerstone in times of crisis. This episode of Financially Naked: Stories from The Financial Gym is hosted by two Certified Financial Trainers, Garrett and Sam, and they are here to Gymsplain Emergency Funds.

From unexpected medical bills to car repairs that catch you off guard, having an emergency fund is crucial. Garrett and Sam will guide you through the process of determining the right amount to save based on your budget, where to keep your emergency fund, and discuss saving vs. paying down 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].

• BFF Approved High-Yield Savings Accounts

• When Should You Use Your Emergency Fund

• How to Save Your First $1000 in Emergency Savings

• How to Build an Emergency Fund and Why You Need One

Meet Garrett Faulconor, Level 3 Certified Financial Trainer

Meet Sam Cash, Level 2 Certified Financial Trainer

On this episode of Financially Naked: Stories from The Financial Gym, our hosts are Jenny and Catriona, two Certified Financial Trainers at The Financial Gym. In this episode, they're taking on the role of mythbusters as they tackle common financial myths. With so much personal finance advice out there, it's hard to know what to listen to. It's time to separate fact from fiction and debunk the misconceptions that often hold us back from achieving financial success. From the belief that one-size fits all advice works for everyone, to the notion that credit cards are always bad, we'll challenge these myths and provide you with the tools and knowledge to make informed financial 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].

• Annualcreditreport.com - To check your credit report

• Investopedia - Investing, retirement, savings, some more complex strategies

• NerdWallet - Comparisons for smart financial decisions

• BankRate - To Compare rates and crunch numbers

Meet Catriona Williams, Level 2 Certified Financial Trainer