Today is the last Friday of the month and my regular listeners know that on the last Friday of the month, I host the happy hour on the podcast where I gather great friends with me to drink cheap drinks and talk about money topics. This is our first happy hour of the new year and I wanted to talk to my friends about goal setting, but why this year may be harder than ever to do it and how can we manage our goals and expectations despite the fact that  For more information, visit the show notes at https://www.martinisandyourmoney.com/show-notes/episode405

Goal Resetting with The Happy Hour Ladies

This award winning best personal finance podcast presents various topics around money and careers in a fun and lighthearted setting. The host, Shannon McLay, is a successful entrepreneur, author, and personal finance expert with a passion for helping people get financially fit. In each episode, Shannon will share a martini (or something similar) with friends and experts while discussing money and career topics.

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Traveling with The Happy Hour Crew

 This final season of my show is going so fast, and I only have a little over five months left to share with you the remaining topics and guests before we say our final goodbye in October. You know that I have had a theme for months, but every now and then, I take a break from the theme to bring a voice or concept to you that I think is thought-provoking or important.      Joining me today is James Robert Lay, founder of the Digital Growth Institute and author of the book Banking on Change. I have had multiple conversations with James Robert over the past few years and think he has a truly brilliant view of where financial institutions need to go and how many of us, as leaders and teammates, should be viewing change and how that impacts the future of our companies. This episode is a conversation I don't think you should miss, no matter what industry you work in.  For more information, visit the show notes at   https://www.martinisandyourmoney.com/show-notes/episode532-james-robert-lay    

Banking On Change with James Robert

 This final season of my show is going so fast and I only have a little over five months left to share with you the remaining topics and guests before we say our final goodbye in October. I have a number of shows this month focused on travel in anticipation for summer. I’ve been a financial planner now for over 14 years and in all those years I think every single one of my clients was always planning for some trip during the summer months and this summer is no different. Whether the trips are for weddings, family reunions, kids’ baseball games, concert events or just because, travel is something we are always planning with our clients.      Joining me today are my longtime clients Todd and Chelsea. They’ve been on the show before and they join me this month to talk about how travel literally changed not only how they view life but how they now live their lives as digital nomads, and soon Baby Parker will be joining her parents for the digital nomadic lifestyle. I am always so inspired by Todd and Chelsea’s adventurous spirits and I hope you are too.      For more information, visit the show notes at  https://www.martinisandyourmoney.com/show-notes/episode531-todd-and-chelsea.    

Living As Digital Nomads with Chelsea & Todd

This final season of my show is going fast and I only have six full months left to share with you the final topics and guests before we say our final goodbye. I initially intended May to be focused on travel in anticipation for summer. I have been a financial planner now for over 14 years and in all of those years, I think every single one of my clients was always planning for some trip during the summer months and this summer is no different. Whether the trips are for weddings, family reunions, kid’s baseball games, concert events or just because, travel is always something we’re planning with our clients.   Joining me today is Jillian Johnsrud, Progress Coach and founder of the site Retire Often. Full disclosure, we were going to talk about travel more but you’ll see that our conversation took a turn into a subject matter that I think is travel-adjacent and that’s mini-retirements and sabbaticals. I think this is actually the perfect kickoff episode to the month as nothing else could get you motivated to book travel than knowing you don’t have to work for the next month. Curious about why you should plan your mini-retirement, stay tuned. For more information, visit the shownotes:  https://www.martinisandyourmoney.com/show-notes/episode530-retire-often  

Retire Often with Jillian

This final season of my show is going fast and I only have six full months left to share with you the final topics and guests before we say our final goodbye and I have devoted the month of May to discussing travel and all things travel adjacent. I have been a financial planner now for over 14 years and in all of those years, I think every single one of my clients was always planning for some trip during the summer months and this summer is no different. Whether the trips are for weddings, family reunions, kid’s baseball games, concert events or just because, travel is always something we’re planning with our clients.  Today’s episode is my first and hopefully last replay for this final season. Due to scheduling challenges and the death of a close friend of mine, Austin and I were not able to get together to record a new episode; however, most of what we shared in this episode is still true and Austin is still continuing to work with and support people looking to travel with rewards points. I just finished working with Vinnie on booking our travel to Ireland in June to celebrate Will’s high school graduation and every time we went to use our points, I kept thinking “I should have turned this over to Austin to begin with.” Earning travel rewards is key, but more so than earning them is also spending them the best way and that’s where resources like Austin can really help you get the most bang for your travel rewards points.  For more information, visit the show notes:  https://www.martinisandyourmoney.com/show-notes/episode529-travel-af

Goal Resetting with The Happy Hour Ladies

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