Investor Mama

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Danielle is the co-founder of Boomer Benefits, a health insurance agency that helps baby boomers and seniors navigate Medicare in 48 states. She and her team have helped more than 50,000 beneficiaries with their Medicare decisions since 2005.

Named the 2019 Health Insurance Advisory Firm of the Year, her agency has more than half a million social media followers and over 5,000 five-star reviews online.

She is a National Social Security Advisor Certificate holder, member of the Forbes Finance Council, and past president of the Fort Worth chapter of the National Association of Health Underwriters.

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

I am an avid reader. I read like three books a week. I read everything from horror novels, which are my favorite type of fiction, all the way to business books, which are maybe boring to some people.

2. Who inspires you the most and why?

There is a lady here in our industry, her name is Gaylen Hendricks. In fact, she operates a field marketing organization here in Texas called Senior Security Benefits.

If you ever wanted to go the Medicare supplement sales route, she’s a great person to talk with. She offers those types of contracts for independent agents like myself, and she’s been in the industry for l25 years. She’s a multi-multi millionaire, extremely smart lady, has really good business and has sales knowledge, great networker, and has maintained awesome relationships with so many different insurance companies.

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

Not Nice: Stop People Pleasing, Staying Silent, & Feeling Guilty… And Start Speaking Up, Saying No, Asking Boldly, And Unapologetically Being Yourself by Dr. Aziz Gazipura

The Great Mortality: An Intimate History of the Black Death, the Most Devastating Plague of All Time by John Kelly

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?

You need to step outside your comfort zone. You can do the same old thing that everybody else does, and you can put you a little bit of money away in your 401k, and freak out when the stock market drops. You can have just a normal journey. That’s fine, but if you have dreams of something bigger, if you want to go bigger, a lot of times, the wealth that you see built in the United States are from people who own their own businesses.

It’s a lot harder to get started in that up front, but the pay off on the back end is really big. If you think I can never sell something or I certainly couldn’t do that. That would be too hard for me. I can tell you that I  thought that at one time as I graduated with a journalism and English degree.

I had absolutely no interest in sales. I never thought that I would be doing this, but I am, and it really appeals to me and I love doing it. So investigate something that feels a little uncomfortable to you to see if there’s a way there you can build  wealth.

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Connect with the Investor Mama Tribe

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

Mom Tips: How to Navigate Open Enrollment

Connect with the Investor Mama Tribe

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

Chelsea is a hedge fund investor turned online entrepreneur that helps moms make their money work for them and embrace their ambitions, so they can live their fullest lives. Smart Money Mammas has been seen on Forbes, Business Insider, Scary Mommy, Huffington Post, and many more places.

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

I grew up racing go-karts and had a ton of fun racing.

2. Who inspires you the most and why?

I have to go with the honest first answer, which is my mom, who is just the most incredible human being.

She cares about other people so much, and she has been able to really decide what she wants and what works for her in life and pivot. She’s built this incredible business, and she had been a stay-at-home mom for years, and now she’s built this amazing business consulting company and is just really thriving.

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

Untamed by Glennon Doyle

Women with Money: The Judgment-Free Guide to Creating the Joyful, Less Stressed, Purposeful (and, Yes, Rich) Life You Deserve by Jean Chatzky

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?

You can afford whatever is crucially important to you, and crucially important does not mean your basic human needs. I mean what lights you up and what you really want. If you can find that thing that, so core to you, you can figure out a way to afford it. Don’t limit yourself into, I could never do that, or that’s not for me. Connect with what you want and really let it in and get to the creative problem-solving.

Connect with the Investor Mama Tribe

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

Patricia is the founder of Hands-On Entrepreneurship for Kids, which provides guidance for students who want to turn their big ideas into businesses. Patricia is a Harvard grad and received an MBA from Columbia.

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

I used to be a competitive Scottish Highland dancer.

2. Who inspires you the most and why?

I think at the moment, I would say the people that have really been inspiring to me the most are other people that I’ve been meeting either online or in-person, working in entrepreneurship and teaching that to kids and helping kids to build or grow businesses.

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

The Tipping Point: How Little Things Can Make a Big Difference by Malcolm Gladwell

Steal Like an Artist: 10 Things Nobody Told You About Being Creative by Austin Kleon

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?

The one tip that I would give to help moms on their journey, is really making sure that you are truly educated in financial literacy.

I think a lot of people think that they know what that means, or they think that they know the things that they should know. Even myself recently, I’m always continuing to educate myself more and more about these things, because then I start to realize, oh man, I really didn’t know a lot of things about financial literacy until, until fairly recently.

I can even look back on businesses that I had, back in my twenties and I can see why I had certain problems. It was because I really didn’t know as much about money as I thought I did. I wasn’t really managing my money the way I should have been to make sure that I kept it.

So, don’t be afraid to continue to educate yourself about financial literacy because making money is one thing, right? But keeping money is a totally different ball game. And if you don’t learn that piece, keeping the money, you can make money all day long. And it won’t matter because you’re going to be wasting it, losing it next month.

Connect with the Investor Mama Tribe

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

Shang and her family live in NYC and became work optional when she was 31. They are high-income earners who lived way below their means for many years before starting a family. She’s overcome a birth defect that impacted her speech, work challenges, and infertility for many years. She’s worked extremely hard to get to where she is today, especially since both of her parents and grandparents grew up in poverty.  Shang has appeared on Forbes, Fox, and The New York Post.

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

I don’t like chocolate.

2. Who inspires you the most and why?

I think you can draw inspiration from many people over time but the person that inspires me the most is my father. He and I didn’t always see eye to eye when I was a kid, but I am so in awe and so inspired by how hard he worked to pull his family out of poverty and brought me out with him.

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

Bringing up Bebe by Pamela Drukerman and After the Flood by Kassandra Montag

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?

You can do hard things. If you can bring up a child, you can do personal finance. Just take one day at a time like you took motherhood one day at a time.

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Save My Cents

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

Connect with the Investor Mama Tribe

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

Jennifer shares her IVF journey and how she was able to save thousands of dollars on costs.

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

I really love cats and I have three cats. I’m basically a cat lady, but what most people don’t know is that I’m actually allergic to cats and I have to take allergy shots so that I could have.

2. Who inspires you the most and why?

I was really thinking about this one and I’m going to have to say, we actually named my daughter for my grandmother. She passed away last year, but I was really thinking about her as an inspiration, since she was my daughter’s namesake.

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

Your One-Year-Old: The Fun-Loving, Fussy 12-To 24-Month-Old by Frances L. Ilg and Louise Bates Ames

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 think the biggest tip that I’ve had in these 10 months and then going through IVF is don’t be afraid to do your own thing. I think we, as moms in today’s society, have a lot of expectations, whether we put them on ourselves or they’re from our friends and family or just, society’s expectations. Step back and do your own thing. You don’t have to spend inordinate amounts of money to have a happy and healthy child. And, you don’t have to be the perfect social media mom.

Connect with the Investor Mama Tribe

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

I’m a financial coach who helps ambitious people manage their cash flow, pay off debt, work towards their goals, and live life on their own terms.

I also help other financial coaches start, launch, and grow their coaching businesses while getting paid for their hard work.

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

I used to compete in bodybuilding competitions.

2. Who inspires you the most and why?

Currently, the person that is inspiring me most is James Clear with his book Atomic Habits I’ve been loving it.

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

Company of One by Paul Jarvis

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 think one of the biggest tips that I can give people is to be surrounded by people that are similarly minded and on a very similar path to whatever the financial goal you’re trying to accomplish. If you’re trained to pay off your debt, follow people that are trying to also pay off debt so that you don’t get overwhelmed and feel like you’re so far behind.

So I would say, stay in your lane with whatever area you are focusing on in your financial life. And that’s where you can start to find some saturation and start to change your mindset and just feel better about your financial journey without that comparison syndrome.

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Laura is a retired CPA and stay-at-home mom for her two girls.  Her husband, Brad, is the co-founder of the ChooseFI podcast.  Laura and Brad reached financial independence at age 36 through diligent savings, highlighted by their move from the high cost of living on Long Island, NY to the lower cost of living in Richmond, Virginia. They also kept their used cars for a LONG time.  Laura loves talking to people about how she saves money for her family on clothing, shopping for her kids, meal planning & saving on groceries, and some of the great ways they’ve used travel rewards to take amazing trips as a family.

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Connect with the Investor Mama Tribe

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

Laura is a retired CPA and stay-at-home mom for her two girls.  Her husband, Brad, is the co-founder of the ChooseFI podcast.  Laura and Brad reached financial independence at age 36 through diligent savings, highlighted by their move from the high cost of living on Long Island, NY to the lower cost of living in Richmond, Virginia. They also kept their used cars for a LONG time.  Laura loves talking to people about how she saves money for her family on clothing, shopping for her kids, meal planning & saving on groceries, and some of the great ways they’ve used travel rewards to take amazing trips as a family.

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

I love to play board games. We play all the time as a family and have been enjoying Dominion.

2. Who inspires you the most and why?

My parents. They inspire me in the way they live their life. They are still always active, doing things and going places. I hope to be like that as I get older.

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

Atomic Habits by James Clear

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?

Don’t sweat the small stuff. If you’re saving on the three main items, housing, cars, and food then don’t worry about spending on the little things or you will stress out. You don’t want deprivation on your way to FI. Enjoy the journey.

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