Investor Mama

Investor Mama

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Investor Mama episodes

  • 125 | Benefits of Raising Kidprenuers | Jaclyn Coy, Author of How to Sell a Rock

    Connect with the Investor Mama Tribe

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

    About

    J.K. Coy became a mother to two daughters in less than two years. This means her life is full of laughs, diapers, late nights, and next to no sitting still!

    Born and raised in Michigan, she now considers California her second home. During the brief moments between her roles as a corporate climber, mom and wife, she enjoys sharpening her creative pencil.

    Her intent is to entertain parents and children at the same time. Sometimes it’s the little joys, and inside jokes, that get everyone through another bedtime routine.

    Read her humorous and delightful children’s books: Love You to Pieces Beautiful Monster, My Mom is the Worst, Best Trip Ever, Princess Winnabelle and the Missing Jewels, and Princess Winnabelle and the Friendship Pie. Coming soon: Princess Winnabelle and the Pet Unicorn.

    She is also the creator of the Minimal Intervention (M.I.) Birth Method, designed to provide evidence-based strategies, and inspiring stories, to help women achieve more positive birth experiences using minimal medical intervention (Because YOU are Superwoman).

    Lightning Round

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

    I borrow my clothes from a clothing service called Le Tote. I borrow them and then return them.

    2. Who inspires you the most and why

    My grandpa. He was very inspirational in my life. He passed away last year in his early nineties. He lived a very long impactful life and what I really admired most about him is that he had a way of putting people at ease.

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

    The Lazy Genius Way by Kendra Adachi

     

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

    Live like a college student for as long as you can. Once your married, have a budget meeting frequently with your partner.

     

    Additional Resources
    • Check out the Intern Strategy Course created by Christina from Smart Influencer
    • Learn How to Make Extra Money with a Side Hustle or Get a High Paying Salary with Time Flexibility
    • Episode #30:The #1 Side Hustle for the On the Go Busy Mom with Mike Yanda and Bobby Hoyt
    • Episode #52: Millionaire by 31 and How to Start An ETSY Side Hustle Business with Julie Berninger from Gold City Ventures
    • The Legacy Binder to help you organize all of your estate documents and plans in case of an emergency
    • Connect with Jaclyn
      • www.MyMomistheWorst.com
      • How to Sell a Rock by Jacklyn Coy
      • Instagram
      •  

         

        37 min
      • 124 | How to Guide A Mom on What To Do with Their Money | Michelle Onaka from Intentional Money Life

        Connect with the Investor Mama Tribe

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

        About

        Michelle created Intentional Money Life in November of 2021 when she finally realized that despite never aspiring to entrepreneurship, it would allow her to impact many more people than she could through her regular job. The name, Intentional Money Life comes from her goal, helping people be intentional with their money, so they can live the life that they are excited about.

        Michelle is originally from Ohio, where she got her Bachelor of Arts in Economics. After a few years of traveling, seasonal tourism jobs, and a year as an AmeriCorps volunteer, she came to Oregon in 2013 to get her Master’s degree in Higher Education. Since 2015, she has been working in her dream job as an academic counselor in a TRIO SSS program. In this role, she gets to work one on one with first-generation and Pell-eligible students and support them on their journey toward a college degree.

        Lightning Round

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

        I have lived in all 6 US time zones.

        2. Who inspires you the most and why

        I have a good friend that I would say inspires me a lot. She had a really, really difficult childhood and had to do all sorts of things to cope and to make it through. The fact that she made it through and made it through college, graduate school, and into professional life even starting a business. She’s done so much and she’s done it all from such a difficult background. It’s just amazing to me to see that people can work through all of the mental stuff because you have to work through it, right? It’s not like you can escape that situation and be perfectly fine.

        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

        Secrets from the Eating Lab by Traci Mann

         

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

        I think the biggest thing is to really figure out what matters to you. Figure out what your goals are, your priorities, and your values. If you don’t start from a place of understanding yourself and what you want to see happen, you won’t have an endpoint. You know what to do, and why you’re doing it and you’re not as motivated to go after it.

        Additional Resources
        • Check out the Intern Strategy Course created by Christina from Smart Influencer
        • Learn How to Make Extra Money with a Side Hustle or Get a High Paying Salary with Time Flexibility
        • Episode #30:The #1 Side Hustle for the On the Go Busy Mom with Mike Yanda and Bobby Hoyt
        • Episode #52: Millionaire by 31 and How to Start An ETSY Side Hustle Business with Julie Berninger from Gold City Ventures
        • The Legacy Binder to help you organize all of your estate documents and plans in case of an emergency
        • Episode #93: Building Generational Wealth for Your Kids with Andy Hill from Marriage Kids and Money

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

        • Savings and Investment Calculator
          • Do Investment Fees Really Matter? Why Index Funds are the Smartest Long-Term Investment Strategy
          • Michelle’s Financial Priority List 
          • Connect with Michelle
            • Intentional Money Life
            • Michelle’s Course – Level Up Your Finances
            • Instagram
            • Facebook
            • LinkedIn
            •  

               

              57 min
            • 123 | Turbocharge Your Online Business Using Interns | Christina Hitchcock from the Smart Influencer Podcast

              Connect with the Investor Mama Tribe

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

              About

              Christina Hitchcock is an award-winning blogger, savvy social influencer, and blog coach. She started her blog, It Is a Keeper, in 2010 as a hobby and eventually grew it into a full-time business.  Today, she makes as much money with her blog as she did when I was working full-time. Christina is also the co-host of the Smart Influencer Podcast 

              Christina is a busy work-at-home mom, wife, self-proclaimed recipe hoarder, Cub Scout leader, Sunday School teacher, and chauffeur.  She lives in gorgeous northeastern Pennsylvania with her husband and my smart, silly, and spunky son.

               

              Additional Resources
              • Check out the Intern Strategy Course created by Christina
              • Learn How to Make Extra Money with a Side Hustle or Get a High Paying Salary with Time Flexibility
              • Episode #30:The #1 Side Hustle for the On the Go Busy Mom with Mike Yanda and Bobby Hoyt
              • Episode #52: Millionaire by 31 and How to Start An ETSY Side Hustle Business with Julie Berninger from Gold City Ventures
              • The Legacy Binder to help you organize all of your estate documents and plans in case of an emergency
              • My interviews on The Smart Influencer Podcast, 6 Simple Steps for Getting Your Money Right with Jennifer Narciso, and Dealing With Imposter Syndrome
              • Air Table
              • Ali Swart
              • Connect with Christina
                • https://thesmartinfluencer.com/ 
                • The Smart Influencer Podcast
                • Instagram
                • Facebook
                •  

                   

                  1 hr 6 min
                • 122 | Mastering Work-Life Harmony, Setting Boundaries, and Banishing Overwhelm | Sarah Greener, Business Coaching Expert

                  Connect with the Investor Mama Tribe

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

                  About

                  Sarah Greener is passionate about businesses – mostly small ones. For the past 7 years, Sarah has been helping busy, stressed, and overworked business owners transform their businesses and reignite the passion they had when they started out.

                  Growing up in a family that ran on business and a keen entrepreneurial spirit, gave Sarah a thorough grounding in the fundamentals. From there, she went on to own and run multiple businesses, in New Zealand and overseas. These ranged from retail through to e-commerce businesses, where she ran small to medium teams and dealt with the day-to-day operation. Each new business threw up different challenges as she thrived on the constant and never-ending improvement of each business.

                  Despite her natural business drive and knowledge, Sarah still made plenty of mistakes. But here’s the thing, there’s no learning or growth without mistakes. Eventually, she got caught up in the same game most business owners get into – where the passion they once felt for their business becomes all emotion and busy noise. She knows what it feels like to become overwhelmed by the ineffective activity of working in your business rather than on it, and she has helped many business owners exit that cycle.
                  Sarah enjoys providing actionable insights to audiences of all sizes to help them put into action immediate ways to strike that necessary balance and stop
                  the overwhelm.

                   

                   

                  Additional Resources
                  • Learn How to Make Extra Money with a Side Hustle or Get a High Paying Salary with Time Flexibility
                  • Episode #30:The #1 Side Hustle for the On the Go Busy Mom with Mike Yanda and Bobby Hoyt
                  • Episode #52: Millionaire by 31 and How to Start An ETSY Side Hustle Business with Julie Berninger from Gold City Ventures
                  • The Legacy Binder to help you organize all of your estate documents and plans in case of an emergency
                  • Connect with Sarah
                    • https://www.sarahgreener.com/investormama/
                    • Instagram
                    • Facebook
                    • YouTube
                    • LinkedIn
                    •  

                       

                      55 min
                    • 121 | Mindshift Mastery:Unleashing Entrepreneurial Potential from an Employee Mindset | Sarah Greener Business Coaching Expert

                      Connect with the Investor Mama Tribe

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

                      About

                      Sarah Greener is passionate about businesses – mostly small ones. For the past 7 years, Sarah has been helping busy, stressed, and overworked business owners transform their businesses and reignite the passion they had when they started out.

                      Growing up in a family that ran on business and a keen entrepreneurial spirit, gave Sarah a thorough grounding in the fundamentals. From there, she went on to own and run multiple businesses, in New Zealand and overseas. These ranged from retail through to e-commerce businesses, where she ran small to medium teams and dealt with the day-to-day operation. Each new business threw up different challenges as she thrived on the constant and never-ending improvement of each business.

                      Despite her natural business drive and knowledge, Sarah still made plenty of mistakes. But here’s the thing, there’s no learning or growth without mistakes. Eventually, she got caught up in the same game most business owners get into – where the passion they once felt for their business becomes all emotion and busy noise. She knows what it feels like to become overwhelmed by the ineffective activity of working in your business rather than on it, and she has helped many business owners exit that cycle.
                      Sarah enjoys providing actionable insights to audiences of all sizes to help them put into action immediate ways to strike that necessary balance and stop
                      the overwhelm.

                       

                      Lightning Round

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

                      I am an undefeated muay thai boxer.

                       

                      2. Who inspires you the most and why?

                      Charlotte, our daughter. She inspires me because I hold myself to a higher standard than I would hold myself without her. I want her to have a different world than the one I grew up in. I’m in my forties and it’s been challenging. At 25 as a woman in business here in New Zealand, there were still so many challenges and they still exist today. I have to hold myself to a higher account so that she can be the greatest expression of herself and whatever she wants to go and do. That inspires me massively.

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

                      Effortless: Make It Easier to Do What Matters Most by Greg McKeown

                      Essentialism: The Disciplined Pursuit of Less by Greg McKeown

                      E-MythWhy Most Small Businesses Don’t Work and What to Do About It by Michael E. Gerber

                       

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

                      You have to take care of yourself before you take care of anyone else, financially, physically, all of it. You have to be your own priority. I think a lot of people feel like that’s selfish and I disagree. You have to fill your own cup. I love that I have my best version of myself when I am taken care of first. I’m a better mom, I’m a better wife, I’m a better coach, I’m a better ever thing all around when I am taken care of.

                       

                      Additional Resources
                      • Learn How to Make Extra Money with a Side Hustle or Get a High Paying Salary with Time Flexibility
                      • Episode #30:The #1 Side Hustle for the On the Go Busy Mom with Mike Yanda and Bobby Hoyt
                      • Episode #52: Millionaire by 31 and How to Start An ETSY Side Hustle Business with Julie Berninger from Gold City Ventures
                      • The Legacy Binder to help you organize all of your estate documents and plans in case of an emergency
                      • Connect with Sarah
                        • https://www.sarahgreener.com/investormama/
                        • Instagram
                        • Facebook
                        • YouTube
                        • LinkedIn
                        •  

                           

                          43 min
                        • 120 | What I'm Doing to Assess our Financial Sitation, A Mid-Year Review

                          Connect with the Investor Mama Tribe

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

                          About

                          Jen Narciso is the founder of Investor Mama and host of the Investor Mama Podcast. She believes anyone can get out of debt and achieve financial independence by getting educated, changing their money beliefs, and taking action. Her goal is to help as many moms and families with their own money, setting an example for the next generation.

                          Jen has two beautiful young children and one beautiful angel baby. In her “spare” time, she loves to travel, is an adamant reader on anything money related, and most importantly, likes to create memorable moments with her family and friends.

                           

                           

                          Additional Resources
                          • Learn How to Make Extra Money with a Side Hustle or Get a High Paying Salary with Time Flexibility
                          • Episode #30:The #1 Side Hustle for the On the Go Busy Mom with Mike Yanda and Bobby Hoyt
                          • Episode #52: Millionaire by 31 and How to Start An ETSY Side Hustle Business with Julie Berninger from Gold City Ventures
                          • The Legacy Binder to help you organize all of your estate documents and plans in case of an emergency
                          •  

                             

                            21 min
                          • 119 | How this Faminly Became a Millionaire in Their 30's and Empowering Yourself After Leaving a High-Demand Religion | Lisa from Money Fit Moms

                            Connect with the Investor Mama Tribe

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

                            About

                            Lisa is the creator of @MoneyFitMoms. She is a Financial Educator, Financial Coach, and a MAcc (Master of Accountancy). Lisa is a mom of three busy boys and loves travel, concerts, hiking, and dance parties. She is a huge nerd (and proud of it). Lisa and her husband hit “Everyday Millionaire” status in their early 30s through boring (simple!) investing.

                             

                             

                            Lightning Round

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

                            My mom was a Trekkie and when I was in elementary school we had this cafeteria calendar of what was for lunch. Someone had put “oh, it’s Treky Day this day. I don’t know why whoever wrote this calendar put that, but I was like, oh my gosh, it’s Treky day. I wore a shirt that I thought looked like one of the people on  Star Trek. This was Star Trek, the Next Generation. I was like, oh my gosh, maybe everyone’s gonna be dressed up like Teckkies. Spoiler alert, no one was dressed up for Star Trek, so I kept my jacket on and I just told my one friend, Jamie. No one else knew.

                             

                            2. Who inspires you the most and why?

                            My mom.

                             
                             

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

                            Bridgertons by Scarlett Scott

                            The Nickel Boys by Colson Whitehead

                            Michelle Obama Book: The Biography of Michelle Obama

                            Man’s Search for Meaning by Viktor E. Frankl 

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

                            Spend little to nothing on things you don’t care about and just let it go. It’s so healthy. The older you get, the easier it is to just let stuff go

                             

                            Additional Resources
                            • Learn How to Make Extra Money with a Side Hustle or Get a High Paying Salary with Time Flexibility
                            • Episode #30:The #1 Side Hustle for the On the Go Busy Mom with Mike Yanda and Bobby Hoyt
                            • Episode #52: Millionaire by 31 and How to Start An ETSY Side Hustle Business with Julie Berninger from Gold City Ventures
                            • The Legacy Binder to help you organize all of your estate documents and plans in case of an emergency
                            •  
                              Connect with Lisa
                              • Money Fit Moms
                              • Lisa’s 4 Steps to Financial Freedom
                              • Instagram
                              •  

                                 

                                1 hr 22 min
                              • 118 | Blowing Through Almost $800k in 3.5 Years, Haley Brown-Woods from Price of Avocado Toast, Debt 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

                                About

                                Haley is a financial coach and co-host of the Price of Avacado Toast podcast with her husband Justin Brown-Woods. They are married millennials sharing their story about picking up the pieces from the financial fiasco they created as a young couple.

                                 

                                Lightning Round

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

                                I’m hard of hearing. I have hearing aids in both ears.

                                 

                                2. Who inspires you the most and why?

                                My brother. He is a business owner and he just goes for what he wants and makes it happen. It’s really, really cool to watch and I think to myself, people probably feel like that when they watch me, and I hope that they do because my brother makes me feel really inspired.

                                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

                                You Are A Badass at Making Money 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 money journey?

                                You have to take care of yourself before you take care of anyone else, financially, physically, all of it. You have to be your own priority. I think a lot of people feel like that’s selfish and I disagree. You have to fill your own cup. I love that I have my best version of myself when I am taken care of first. I’m a better mom, I’m a better wife, I’m a better coach, I’m a better ever thing all around when I am taken care of.

                                 

                                Additional Resources
                                • Learn How to Make Extra Money with a Side Hustle or Get a High Paying Salary with Time Flexibility
                                • Episode #30:The #1 Side Hustle for the On the Go Busy Mom with Mike Yanda and Bobby Hoyt
                                • Episode #52: Millionaire by 31 and How to Start An ETSY Side Hustle Business with Julie Berninger from Gold City Ventures
                                • The Legacy Binder to help you organize all of your estate documents and plans in case of an emergency
                                • Connect with Haley
                                  • Instagram
                                  • Price of Avacado Tost Podcast 
                                  •  

                                     

                                    47 min
                                  • 117 | Estate Planning 202 Understanding Trusts and Other More Complex Estate Strategies | Ali Swart, CFP

                                    Connect with the Investor Mama Tribe

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

                                    About

                                    Ali is the Managing Director of Waldron’s Wealth Planning Department, where she develops and implements comprehensive, goal-based wealth planning strategies for our clients.

                                    For more than 12 years, Ali has been helping entrepreneurs and their families simplify their financial lives. After earning a Marketing and a Management Information Systems degree from Marietta College, she earned a Master of Business Administration from Florida Atlantic University.

                                     

                                    Lightning Round

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

                                    Prior to working in financial services, I worked in college in professional athletics. I had a cool background where I worked in college athletics, in facilities, and operations. I side-hustled a lot when I was in grad school and one of the coolest jobs I’ve ever had was working for the Miami Dolphins Organization in their event group and we got to coordinate the jet flyovers at the football games.

                                     

                                    2. Who inspires you the most and why?

                                    Definitely my kids. I think a lot of people come on here and say they’re kids, but they truly make me want to be a better person and make the world a better place through their eyes.

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

                                    Raising Good Humans: A Mindful Guide to Breaking the Cycle of Reactive Parenting and Raising Kind, Confident Kids by Hunter Clarke-Fields MSAE, Carla Naumburg PhD, et al.

                                    The 21 Irrefutable Laws of Leadership by John C. Maxwell

                                    We Should All Be Millionaires: A Woman’s Guide to Earning More, Building Wealth, and Gaining Economic Power by Rachel Rogers

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

                                    I think with social media especially, comparison is the thief of joy. Social media makes it seems like everyone is an overnight success, that everybody is making a million dollars, and if you’re not your complete failure. I think that comparison is a thief of joy. Block that kind of stuff out. Work with a trusted professional that’s going to help tailor goals to your family and what’s important to you. Roll with that because comparing your journey to other people is never a good thing.

                                     

                                    Additional Resources
                                    • Learn How to Make Extra Money with a Side Hustle or Get a High Paying Salary with Time Flexibility
                                    • Episode #30:The #1 Side Hustle for the On the Go Busy Mom with Mike Yanda and Bobby Hoyt
                                    • Episode #52: Millionaire by 31 and How to Start An ETSY Side Hustle Business with Julie Berninger from Gold City Ventures
                                    • The Legacy Binder to help you organize all of your estate documents and plans in case of an emergency
                                    • Episode #91: How to Teach Your Kids To Manage Money At Any Age with Dee from Kids Money Academy

                                    • Episode #92: How to Respond to Your Children’s Money Questions with Dee from Kids Money Academy

                                      Connect with Ali
                                      • Instagram
                                      • https://www.waldronprivatewealth.com/
                                      • Wealth Simplified with Waldron Private Wealth Podcast
                                      •  

                                         

                                        50 min
                                      • 116 | Legacy Blueprint - Estate Planning 101 | Ali Swart, CFP

                                        Connect with the Investor Mama Tribe

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

                                        About

                                        Ali is the Managing Director of Waldron’s Wealth Planning Department, where she develops and implements comprehensive, goal-based wealth planning strategies for our clients.

                                        For more than 12 years, Ali has been helping entrepreneurs and their families simplify their financial lives. After earning a Marketing and a Management Information Systems degree from Marietta College, she earned a Master of Business Administration from Florida Atlantic University.

                                         

                                        Lightning Round

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

                                        Prior to working in financial services, I worked in college in professional athletics. I had a cool background where I worked in college athletics, in facilities, and operations. I side-hustled a lot when I was in grad school and one of the coolest jobs I’ve ever had was working for the Miami Dolphins Organization in their event group and we got to coordinate the jet flyovers at the football games.

                                         

                                        2. Who inspires you the most and why?

                                        Definitely my kids. I think a lot of people come on here and say they’re kids, but they truly make me want to be a better person and make the world a better place through their eyes.

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

                                        Raising Good Humans: A Mindful Guide to Breaking the Cycle of Reactive Parenting and Raising Kind, Confident Kids by Hunter Clarke-Fields MSAE, Carla Naumburg PhD, et al.

                                        The 21 Irrefutable Laws of Leadership by John C. Maxwell

                                        We Should All Be Millionaires: A Woman’s Guide to Earning More, Building Wealth, and Gaining Economic Power by Rachel Rogers

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

                                        I think with social media especially, comparison is the thief of joy. Social media makes it seems like everyone is an overnight success, that everybody is making a million dollars, and if you’re not, your complete failure. I think that comparison is a thief of joy. Block that kind of stuff out. Work with a trusted professional that’s going to help tailor goals to your family and what’s important to you. Roll with that because comparing your journey to other people is never a good thing.

                                         

                                        Additional Resources
                                        • Learn How to Make Extra Money with a Side Hustle or Get a High Paying Salary with Time Flexibility
                                        • Episode #30:The #1 Side Hustle for the On the Go Busy Mom with Mike Yanda and Bobby Hoyt
                                        • Episode #52: Millionaire by 31 and How to Start An ETSY Side Hustle Business with Julie Berninger from Gold City Ventures
                                        • The Legacy Binder to help you organize all of your estate documents and plans in case of an emergency
                                        • Episode #91: How to Teach Your Kids To Manage Money At Any Age with Dee from Kids Money Academy

                                        • Episode #92: How to Respond to Your Children’s Money Questions with Dee from Kids Money Academy

                                        • Legal Zoom
                                        • The Conscious Parent: Transforming Ourselves, Empowering Our Children by Dr. Shefali Tsabary and Namaste Publishing Inc.

                                        • Episode #96: Doing it All with Kids and Instagram Mom vs. Reality Mom with Mindy Jensen from Bigger Pockets

                                          Connect with Ali
                                          • Instagram
                                          • https://www.waldronprivatewealth.com/
                                          • Wealth Simplified with Waldron Private Wealth Podcast
                                          •  

                                             

                                            54 min

                                          About Investor Mama

                                          From the publisher's feed

                                          Welcome to The Investor Mama Podcast- money conversations with a mom’s touch. Your host Jen Narciso, interviews amazing guests each week to help educate, inspire, and motivate you on your own…

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