Investor Mama

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Maria Victoria Colon, Age 42, Finance Director, from Puerto Rico living in North Carolina. In the past, Maria  made lots of bad money decisions but has taken a different approach to make sure her family does not have to go through the same situations that she did growing up. Now, Maria and her husband and both have 6 figure incomes and have built a systems to help reach their financial goals. 

I was born and raised in Puerto Rico and moved to the states at the beginning of 2006.

https://www.transformatudinero.com/

Episode #84: Everything You Need to Know on Opening a Roth IRA for Your Child with Penny Rose, CPA

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Looking for ways to boost your income? Check out these resources to help you with your money journey.

Maria Victoria Colon, Age 42, Finance Director, from Puerto Rico living in North Carolina. In the past, Maria  made lots of bad money decisions but has taken a different approach to make sure her family does not have to go through the same situations that she did growing up. Now, Maria and her husband and both have 6 figure incomes and have built a systems to help reach their financial goals.

I was born and raised in Puerto Rico and moved to the states at the beginning of 2006.

1. What is one fun fact about you that not that many people know?

Maybe not fun, but I’m the youngest of seven.

2. Who inspires you the most and why?

Right now, my children, but before it was my parents.

3. What books are you reading now or have read and loved that you’d recommend?

I will Teach You to Be Rich by Ramit Sethi

The Healthy Love & Money Way : How the Four Attachment Styles Impact Your Financial Well-Being by Ed Coambs

4. What is one actionable tip or piece of advice that you can tell our moms out there to help them on their financial independence journey?

Start now. Don’t wait for the perfect moment and remove the triggers from your life. The triggers for me were Marshalls  TJ Max and Home Goods.

https://www.transformatudinero.com/

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Penny is a CPA for digital creators and coaches. Penny, her husband Mike and their pets live full time in their travel trailer.  They are stationary in Florida until Penny finishes her traditional 9-5 career as a forensic accountant. 

1. What is one fun fact about you that not that many people know?

I’m a drone pilot. I have a FAA drone pilot’s license, and I can run mapping missions.

2. Who inspires you the most and why?

I am very inspired by a quote by Ralph Waldo Emerson, “Every man I meet is in some way my superior; and in that I can learn of him”.

3. What books are you reading now or have read and loved that you’d recommend?

I will Teach You to Be Rich by Ramit Sethi

4. What is one actionable tip or piece of advice that you can tell our moms out there to help them on their financial independence journey?

I highly recommend getting a side hustle, and I highly recommend making sure that he can set up rate and have a separate bank account for it. Also, create generational wealth and hire your kids.

19 Tips for Navigating Money in Your Relationship

Investor Mama Podcast Episode #79: What Type of Savings Account Should You Have for Your Kid with Autumn Lax from Drucker Wealth

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Podcast: Over My Dead Body

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Natalie is a California licensed attorney and served as in house counsel for almost 18 years at First American Title Insurance Company. She has extensive experience in real estate leadership roles managing title claims, complex corporate, escrow, and real property disputes.

Natalie began her personal real estate investing journey after her father passed away in 2017 at which time she realized the importance of planning for financial security and building a legacy for her family. She started out investing in out of state single family homes, graduated into

Natalie is a Co-Founder of Tera Investment Group, which focuses on helping busy professionals build wealth and create a legacy through passively investing in real estate. Together with her husband, they actively manage over $10 million in assets and own over 1100 doors spanning California, Arizona, and Kansas City, including two Airbnb properties. Natalie resides in Southern California with their two young sons, ages 7 and 10.

1. What is one fun fact about you that not that many people know?

I love event planning. I used to plan weddings and social events, and so I love being an event planner.

2. Who inspires you the most and why?

I don’t know if I could name any one person. I think there are so many women that are moms, doing it all, juggling everything, and making changes in their life to pursue their dreams.

There’s so many people that I’ve met that are very inspirational to me, and it’s just everyday moms that are being brave enough to take steps out of their comfort zone.

3. What books are you reading now or have read and loved that you’d recommend?

Tax-Free Wealth: How to Build Massive Wealth by Permanently Lowering Your Taxes by Tom WheelWright

The Book on Tax Strategies for the Savvy Real Estate Investor: Powerful techniques anyone can use to deduct more, invest smarter, and pay far less to the IRS! by Amanda Han and Matt MacFarland

Take action, and if you’re feeling stuck, come up with a plan and stick to it. Stay committed to your mindset.

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A Sacramento local with a background in criminal investigations, Stefani  was licensed by DRE in 2001. She spent years learning the ins and outs of real estate and lending with her family brokerage. In 2021, Stefani formed New Valley Home Services, her very own loan company and joined Professional Mortgage Associates as a Broker Associate.

1. What is one fun fact about you that not that many people know?

I used to be in a punk rock band. I was a singer and played the harmonica.

2. Who inspires you the most and why?

Shout to Mark the shower guy. So my short duration personal savior at the moment is a guy named Mark that I met when the pandemic started. We were all shut down and I decided that I was going to feed the unhoused people that lived on the streets near me. When there was no traffic because nobody going to work,  all I could see when I left my house was tents.  I started making food and bringing it out to people and I started meeting other people in the community that were also doing outreach work. Mark, the shower guy is a 20 year retired air force vet. He spent his time in retirement and money creating this program that offers showers to unhoused individuals. It’s called ShowUp SAC.

3. What books are you reading now or have read and loved that you’d recommend?

You Are a Badass: How to Stop Doubting Your Greatness and Start Living an Awesome Life by Jen Sincero

4. What is one actionable tip or piece of advice that you can tell our moms out there to help them on their financial independence journey?

Skip the mochas and switch to something cheaper. I recently bought a giant thing of Lipton instant iced tea, because I’m like, how many times do I need to spend $15 a day on mochas? Apparently every day for years. If you add that up,  it’s  about $5,000 a year. If I spent $30 a day, that would be $10,000.

Skip the Starbucks, put something in your water bottle, that’s tasty to drink, and you will save 5,000 a year. You could put that money into an IRA or other investment account.

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www.stefaniboyd.com

Episode #46: An Insurance Agent as a Side Hustle for Moms with Danielle Roberts

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Kat has been practicing medicine as a PA-C since 2014. She has worked in family medicine with some urgent care, and currently practices in outpatient psychiatry. She has lived in the Upper Midwest her whole life, and has only gotten into ice fishing thanks to her husband, whom she tries to out-fish every chance she can. Although she is a homebody who enjoys spending time with local family, she absolutely loves traveling both domestically and internationally. After making several financial mistakes herself as a new PA, she founded PA the FI Way to help spread financial literacy amongst current and future PAs through the lens of financial independence.

1. What is one fun fact about you that not that many people know?

I was born and raised in Minnesota and that’s where we still live.  Living  in a place with a lot of snow I don’t like winter activities.  I tore my ACL my first, and last time skiing. But in the ER, I had my first encounter with a physician’s assistant.  It ended up working out well, because that is how I became exposed to the profession.

2. Who inspires you the most and why?

My mom, she is absolutely awesome.

3. What books are you reading now or have read and loved that you’d recommend?

Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness by Morgan Housel

4. What is one actionable tip or piece of advice that you can tell our moms out there to help them on their financial independence journey?

Truly spend on those things that you value in life.

Pathefiway.com

Investor Mama Podcast: Episode #62: You CAN Become Debt Free, You CAN Buy A Home, You CAN Be A Mom, and You CAN be A Business Owner with Yandry Mastromihalis

PA the FI Way Podcast: Interview with Justin Chidester, CFP, AFC, Founder of Wealth Mode Financial Planning

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Autumn Lax, CFP®, AIF® has over 12 years of experience in the finance industry, serving Young Professionals, Pre-Retirees and High NetWorth families.  She is a Certified Financial PlannerTM, Accredited Investment Fiduciary (AIF®), Wealth Management SpecialistSM and holds a Bachelor’s degree from the University of California, San Diego.

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Looking for ways to boost your income? Check out these resources to help you with your money journey.

Autumn Lax, CFP®, AIF® has over 12 years of experience in the finance industry, serving Young Professionals, Pre-Retirees and High NetWorth families.  She is a Certified Financial PlannerTM, Accredited Investment Fiduciary (AIF®), Wealth Management SpecialistSM and holds a Bachelor’s degree from the University of California, San Diego.

1. What is one fun fact about you that not that many people know?

I love baseball.

2. Who inspires you the most and why?

My kids, every single day. They have such a fresh perspective on the world. I love seeing it through their eyes and how they look the world and think about things.

3. What books are you reading now or have read and loved that you’d recommend?

The Storyteller’s Secret: How TED Speakers and Inspirational Leaders Turn Their Passion into Performance by Carmine Gallo

4. What is one actionable tip or piece of advice that you can tell our moms out there to help them on their financial independence journey?

I have to say putting a financial plan in place is the way to start. Even if it doesn’t have to do with how much you’re investing or how much you’re saving here or there, getting that roadmap and that vision of what you should be doing for your specific situation is important.

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Becca Hintergardt brings to the multifamily space a successful sales career of medical device sales at a leading Fortune 500 company, as well as valuable multifamily experience. Becca strives for the uncommon. She currently lives in a boutique surf and yoga hub in Nosara, Costa Rica. Her life in the tropics is largely supported by passive income from her multifamily real estate investing.  

6 Steps to Put Your Income on Autopilot and Move Overseas

Episode #56: How this Mom of 5 Earns Passive Income Through Real Estate with Camilla Jeffs from Steady Stream Investments

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Looking for ways to boost your income? Check out these resources to help you with your money journey.

Becca Hintergardt brings to the multifamily space a successful sales career of medical device sales at a leading Fortune 500 company, as well as valuable multifamily experience. Becca strives for the uncommon. She currently lives in a boutique surf and yoga hub in Nosara, Costa Rica. Her life in the tropics is largely supported by passive income from her multifamily real estate investing.  

1. What is one fun fact about you that not that many people know?

When I was a teenager, I used to love to talk on the phone. So they would call me the Beckerator. It’s a combination of Becca and operator

2. Who inspires you the most and why?

Some of my mentors in real estate have inspired me the most. Michael Blank in his coaching program, which I’m also in and Dave Lindal in the Army Mentor Group, way back when, and those two inspired the concept of passive income.

3. What books are you reading now or have read and loved that you’d recommend?

Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork by Dan Sullivan

4. What is one actionable tip or piece of advice that you can tell our moms out there to help them on their financial independence journey?

Get yourself a mentor as soon as possible. Align yourself with someone who has gone on this journey already, and we’ll bring you along in a backstage pass type of approach, a ride along with. I would say that’s key. Don’t be out there as the lone wolf trying to do this yourself.

6 Steps to Put Your Income on Autopilot and Move Overseas

Episode #56: How this Mom of 5 Earns Passive Income Through Real Estate with Camilla Jeffs from Steady Stream Investments

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