Investor Mama

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Julia Menez is a points strategy coach, speaker, and host of the Geobreeze Travel Podcast.

After traveling to more than 30 countries before the age of 30 and saving thousands of dollars each year with points and miles, Julia distills the strategies from top award travelers around the world in the Geobreeze Travel podcast and creates Instagram videos about credit card benefits such as trip protections and luxury travel opportunities.

Through her podcast, Julia features a diverse roster of guests with experiences that are traditionally underrepresented in larger points and miles blogs and media. Her episodes often highlight women, first generation travelers, and people of color.

Julia has been a speaker for FinCon, a course instructor for Frequent Traveler University, and quoted in publications such as The New York Times, Money Magazine, Fodor’s Travel, and Business Insider. Her podcast was nominated in the 2021 Plutus Awards for “Best New Personal Finance Podcast”, and she serves as a senior advisor for Bilt Rewards. Julia is available for comments and interviews regarding award travel, personal finance, entrepreneurship, and women in business.

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

I’m into zero waste cooking. I think it’s just because I’m into productivity and efficiency and I hate wasted time and wasted effort.

2. Who inspires you the most and why?

I really like Ramit Sethi.  I like how he focuses on living your rich life. There’s so many Instagram accounts that focus so much on scarcity mindset, especially people who talk to women. There’s much more of a focus on save here and cut back here rather than here’s how to make more money.

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

The 4-Hour Body: An Uncommon Guide to Rapid Fat-Loss, Incredible Sex, and Becoming Superhuman by Timothy Ferriss

How to Avoid a Climate Disaster: The Solutions We Have and the Breakthroughs We Need by Bill Gates

Zero Waste Home: The Ultimate Guide to Simplifying Your Life by Reducing Your Waste by Bea Johnson

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?

if you are looking to get upgraded with hotels and everything, you don’t actually have to have status. There are hacks around that. I have a free hotel upgrade, email template that you can download. That’s one way you can get upgraded, or if you are paying cash for a room anyway, or paying with money instead of points. You can find a travel agent who has access to certain things like Hyatt, Marriott or Hilton status. If you book it through them, it’s going cost you the same, but then you’re gonna get a whole bunch of different perks by going through a travel agent who has access to these special programs.

If you are trying to do a points trip on Hyatt and you don’t have Hyatt status, then finding a friend who has globalist status and transfer your points to them. They can then book you as a guest of honor so that you are treated like you have globalist status, which qualifies you for free breakfast, which is great for families.

Julia’s Free Email Template for Getting Hotel Upgrades

Geobreeze Travel podcast

All the Hacks Podcast

Point.me

Card Pointers

Chase Sapphire Preferred -$95 annual fee, great starter card

Hilton Express – If you like staying at Hilton’s here is there $0 annual fee card

Amex Platinum has a great sign up bonus and perks but hefty annual fee of $695. You need to see if the perks make sense for your family

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Born and raised in Iowa, Joseph Hogue graduated from Iowa State University after serving in the Marine Corps. He worked in corporate finance and real estate before starting a career in investment analysis. He has appeared on Bloomberg and CNBC and led a team of equity analysts for a venture capital research firm. He holds a master’s degree in business and the Chartered Financial Analyst (CFA) designation. Joseph left the corporate world in 2014 to build his online businesses, first through creating websites and later through his YouTube channel, Let’s Talk Money. He’s since grown the community to over 550,000 and reaches more than 1.8 million people a month through the blogs, YouTube and a weekly market newsletter.

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

I live in Medellin Colombia.

2. Who inspires you the most and why?

I’d have to say my son and daughter and, and not really in the sense that you think of people that inspire you for what they’ve done.  I love them to death, but they haven’t done anything right now. But they motivate me to be a better person.

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

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

The Happiness Project: Ten Ways to Find Happiness and Meaning in Life by Jonathan Haidt

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 with your financial goal, something that really motivates you to take action. You want to make those goals real, right. Build a story in your head about what do you wanna do with that money. What is life like in retirement? If one of your goals is for your children’s education, what’s it going to feel like when they walk across that stage at their college graduation.

Step by Step Dividend Investing: A Beginner’s Guide to the Best Dividend Stocks and Income Investments by Joseph Hogue

Purchase I bonds

Investor Mama Podcast Episode #74: What is Crypto and Blockchain Technology with Omar Henry from the MaknBank Club

Investor Mama Podcast Episode #72: Simple Ways to Adventure in Your Own Backyard with Heidi Dusek from Ordinary Sherpa

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I am your Cryptocurrency expert with an extensive background in financial products and analysis from my previous career as a Financial Advisor with a book of 45 million. Cryptocurrency and  Blockchain technology is definitely innovative and exciting. Not only does it improve our way of life, but it provides amazing growth opportunities for early adaptors. Realizing a paradigm shift after a decade on wall street, I knew it was time to pivot. I have been buying, holding and trading crypto since 2017 and started educating myself in the crypto space after the 2008-2009 financial collapse and Bitcoin started to make a name for itself. I look forward to teaching you, unlocking the world of Crypto.

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

When I was younger, I used to do a lot of musical theater.

2. Who inspires you the most and why?

My father.

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

The Creature from Jekyll Island: A Second Look at the Federal Reserve by G. Edward Griffin

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?

Your budget is the bedrock of everything. If you can make a budget and really stick to it where you’re living below your means and where you want to invest your funds, you’ll be great.

Check out the MaknBank Club

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A catalyst, healthy disruptor and unshakeable optimist, Heidi’s passion lies in challenging the status quo, driving change and delivering experiences. Known as a translator between sectors whose background transcends education, health, nonprofits, university, business, philanthropy, design and podcasting. While stacking talents and lived experiences is her superpower, she continually embraces each role with a lens of empathy, trust and curiosity as critical threads embedded in the fabric of designing an authentic and memorable life.

Today she and her husband live in Wisconsin with 3 children and spend a considerable amount of time outdoors, remodeling their third generation farm house, mastering un-tourism, and creating connections with people around the world.  Her podcast Ordinary Sherpa inspires families to connect through simple adventures.

Ordinary Sherpa 

Heidi’s new book: Beyond Normal: A field guide to embrace adventure, explore the wilderness, and design an extraordinary life with kids 

Ordinary Sherpa Podcast

50 Free Adventure Ideas

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

A catalyst, healthy disruptor and unshakeable optimist, Heidi’s passion lies in challenging the status quo, driving change and delivering experiences. Known as a translator between sectors whose background transcends education, health, nonprofits, university, business, philanthropy, design and podcasting. While stacking talents and lived experiences is her superpower, she continually embraces each role with a lens of empathy, trust and curiosity as critical threads embedded in the fabric of designing an authentic and memorable life.

Today she and her husband live in Wisconsin with 3 children and spend a considerable amount of time outdoors, remodeling their third generation farm house, mastering un-tourism, and creating connections with people around the world.  Her podcast Ordinary Sherpa inspires families to connect through simple adventures.

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

I have distant family relatives that are tied to Vincent van Gogh.

2. Who inspires you the most and why?

90% of the time I’d have to say my kids because I really get a lot of my energy from them.

I like to think of myself when I was four, and one of the people that was really inspirational to me was my grandfather. He was a retired pastor, but he was a natural outdoorsman that was always making something out of nothing.

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

Outdoor Kids in an Inside World: Getting Your Family Out of the House and Radically Engaged with Nature by Steven Rinella

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?

Keep it simple. When you start to think about what are the things that bring you joy, they’re usually things that are tangible, that are accessible, that you just have to look around and maybe look at with a new lens. It’s amazing how one little thread, you can pull on it, and it sparks so many other opportunities. So try to keep it simple.

Ordinary Sherpa 

Heidi’s new book: Beyond Normal: A field guide to embrace adventure, explore the wilderness, and design an extraordinary life with kids 

Ordinary Sherpa Podcast

50 Free Adventure Ideas

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Vincent Pugliese is, first and foremost, a husband to his beautiful wife Elizabeth and the proud dad of their three boys, Andrew, Nolan and Dylan. He has a Bachelor Degree in Communication from Ohio University, where he was named National Champion for the William Randolph Heart Photojournalism Championship prior to graduation.

Vincent is the founder and leader of The Total Life Freedom Mastermind Community, an entrepreneurial think tank for business owners, freelancers and aspiring entrepreneurs who want a community to connect, collaborate and grow together in generous and helpful ways. Vincent is the host of Total Life Freedom, a daily, short form podcast giving impactful, bite sized stories and guidance for those looking to build a life of time, money and location freedom. In addition to these, Vincent is a keynote speaker around the topic of The Wealth of Connection for business, leadership and sales.

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

I’m terrible at guitar, and I can’t get better no matter how much  I try it. It never goes beyond a certain poor level and I’m so frustrated by it.

2. Who inspires you the most and why?

I mean, Elizabeth to begin with is just amazing. We’ve been married 20 years. She puts up with all of my stuff, so that’s inspiring on its own. But, I have a lot of good friends that I didn’t used to have.  I used to have a lot of good acquaintances, but not close friends. Now, I have a lot of close friends. That really inspires me with the way that their marriages are and the way that they treat people. It’s just seems like the quality of people in my life has gone up in the last five to 10 years

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

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 don’t wanna presume that people have time to do certain things, but what I will say is when we were in full-time jobs and I wasn’t making very much. We started our business and here’s the thing that we did. I think this is what set us apart. We started a business and we didn’t know what we were going to make. But, what we said was we are going live off of my salary. We are not going change our lifestyle whatever we make, whether it’s a thousand dollars or a hundred thousand dollars, we are going use it to pay down our debt. Our debt went down quicker. That would be my recommendation, if you can swing it. Start a business to get yourself in financial shape.

Freelance to Freedom: The Roadmap for Creating a Side Business to Achieve Financial, Time and Life Freedom

The Wealth Of Connection: A New Approach to Making Business Personal

Total Life Freedom Podcast

Total Life Freedom

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Bonnie Koo, MD is master certified life coach, physician and founder of Wealthy Mom MD. She is a proud graduate of Barnard College and Columbia University’s College of Physicians & Surgeons. Her mission is to help women create wealth and rewrite history. She is the host of the Wealthy Mom MD Podcast and author of Defining Wealth for Women: (n.) Peace, Purpose, and Plenty of Cash! 

Lightning Round

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

I really love to cook including baking and I’m really good at it and I love entertaining.

2. Who inspires you the most and why?

So I’m just gonna pause for a second because I just went to a conference and have a little quick story.

https://wealthymommd.com

Work with Bonnie

Defining Wealth for Women: Peace Purpose and Plenty of Cash by Bonnie Koo, MD

Wealthy Mom MD Podcast

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

Bonnie Koo, MD is master certified life coach, physician and founder of Wealthy Mom MD. She is a proud graduate of Barnard College and Columbia University’s College of Physicians & Surgeons. Her mission is to help women create wealth and rewrite history. She is the host of the Wealthy Mom MD Podcast and author of Defining Wealth for Women: (n.) Peace, Purpose, and Plenty of Cash! 

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

I really love to cook including baking and I’m really good at it and I love entertaining.

2. Who inspires you the most and why?

So I’m just gonna pause for a second because I just went to a conference and have a little quick story.

Someone asked this question at my coaching conference where I got certified. Who’s someone you admire and inspire and he gave us 30 seconds to think of it. He asked how many of you said it was you? Of course, no one did.  Everyone’s like, whoa.

So I prefaced that because I don’t automatically think of myself, but I’m trying to intentionally appreciate and admire myself not in an arrogant way like I’m better than you, but why wouldn’t I choose to be inspired by myself? That’s something I’m working on.

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

Atlas of the Heart: Mapping Meaningful Connection and the Language of Human Experience by Brené Brown

The Antiracist Business Book: An Equity Centered Approach to Work, Wealth, and Leadership by Trudi Lebron and Arlan Hamliton

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 really think the first tip is to allow yourself to believe that you can do it, whatever it is for you  just allow yourself to believe it and allow yourself to want it without guilt.

https://wealthymommd.com

Work with Bonnie

Defining Wealth for Women: Peace Purpose and Plenty of Cash by Bonnie Koo, MD

Wealthy Mom MD Podcast

I Will Teach You To Be Rich by Ramit Sethi

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

Loose 100lbs with Corrine Crabtree

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Stephanie has over 10 years of experience in the Mental Health Field working with individuals ranging from 6 years to 50 years old. Attending school for Criminal Justice, Human Services and Psychology, Stephanie has learned the essential skills to relationship building. Becoming a mom of three beautiful children and being diagnosed with PTSD, the struggle of working through these life changes has propelled her ability to support people. Receiving the diagnosis and going through labor was the easy part. Finding the inspiration and belief in herself was the real challenge.

Stephanie has beaten all statistical odds. Her life journey has fueled her fire to help people take action and fight through the resistance. Relationships are all about accommodation, compromise and collaboration. Giving and receiving energy. If you are ready to take action and build a healthy relationship both with yourself and the individuals in your life, Stephanie is the one for you.

19 Tips for Navigating Money in Your Relationship

Safetyinfreedom.com

The Intimacy Truths Podcast

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

Stephanie has over 10 years of experience in the Mental Health Field working with individuals ranging from 6 years to 50 years old. Attending school for Criminal Justice, Human Services and Psychology, Stephanie has learned the essential skills to relationship building. Becoming a mom of three beautiful children and being diagnosed with PTSD, the struggle of working through these life changes has propelled her ability to support people. Receiving the diagnosis and going through labor was the easy part. Finding the inspiration and belief in herself was the real challenge.

Stephanie has beaten all statistical odds. Her life journey has fueled her fire to help people take action and fight through the resistance. Relationships are all about accommodation, compromise and collaboration. Giving and receiving energy. If you are ready to take action and build a healthy relationship both with yourself and the individuals in your life, Stephanie is the one for you.

19 Tips for Navigating Money in Your Relationship

Safetyinfreedom.com

The Intimacy Truths Podcast

YouTube Channel

Instagram

Facebook

LinedIn