Making It Count

Tax season is almost upon us — so what better time to continue the Money Taboos mini series with a focus on all things taxes? In this episode of Making it Count, Randy and Cristina welcome Andrew Griffith, CPA and associate professor of accounting, and Ricky Laviña, CPA and founder of TaxFyle. From tax brackets to audits and everything in between, they cover all the basics you need to know to file taxes without fear.

–Addition Financial Resource Center: https://resources.additionfi.com/

–Andrew’s website: https://www.andrewgriffith.cpa/

–Andrew’s LinkedIn: https://www.linkedin.com/in/andrewgriffith

–TaxFyle’s website: https://www.taxfyle.com/

–Money Taboos Part II: Spotting Predatory Lending: https://resources.additionfi.com/predatory-lending

–Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

We're back with season four of Making it Count, a podcast that provides practical financial advice for every stage of life – with a twist! Our hosts, Cristina and Randy, aren't financial experts. They're just like you – trying not to stumble their way to financial success. So they invite their money smart friends to join them each episode to get the DL on managing their finances. So listen along for a continuation of our Money Taboos mini series and regularly scheduled episodes in between!

According to a study from Zapier, 40% of Americans have a side hustle—and Microsoft found that 70% of Gen Z plan to pursue a side hustle in the coming year. In this episode of Making it Count, Cristina and Randy welcome Valerie Filion, Assistant Branch Manager at MetroWest with Addition Financial, to explain how she turned her passion into a side hustle as an aesthetician. She shares her tips on finding the right side hustle, managing your time, and how you can grow your gig.

Links:

–Valerie’s Facebook: https://www.facebook.com/valsvanity23

–Valerie’s Instagram: https://www.instagram.com/vals.vanity_

–How to Start Your Career with the Best Foot Forward: https://resources.additionfi.com/starting-a-new-career

–Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

Did you know only 38% of Americans work with a financial advisor to manage their money? We look to experts for advice on so many topics, but most of us are still tackling money issues without professional help. In the season three finale of Making it Count, Cristina and Will welcome back certified financial coach Heidi Pauley to conduct a real consultation with members Chelsea and Desi! Listen to learn how a financial consultation can help you get on the right path with your money.

Links:

– Money Management Tips and Savings Strategies for Every Budget and Age: https://pages.additionfi.com/money-management-guide

– Heidi Pauley: [email protected]

– Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

According to a Pew Research Study, 27 million Americans have bought, traded or used cryptocurrency. Yet for every person who understands cryptocurrency and blockchain, there are plenty of people who are a bit perplexed by it. In this episode of Making it Count, Cristina and Will welcome Lou Grilli from PSCU to explain how the blockchain works, the different kinds of cryptocurrencies, the dos and don'ts of investing and more!

Links:

–Addition Financial Resource Center: https://resources.additionfi.com/

–Lou’s LinkedIn: https://www.linkedin.com/in/lougrilli/

–Lou’s Twitter: https://twitter.com/lougrilli

–Retirement Strategies for People Under 40: https://resources.additionfi.com/retirement-strategies-under-40

–Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

The world of insurance can seem rather daunting with all the complex vocabulary and legalities, but this latest episode of Making it Count helps to break down the most confusing aspects of insuring ourselves and our things so you can be protected no matter what life throws your way. Take a listen as Cristina and Will interview two experienced insurance experts from Hylant, Andria and Shawna, and then go out and review all of your policies to make sure you are appropriately insured!

Links:

–Hylant: https://www.hylant.com/

–Andria Herr: [email protected]

–Shawna Andrews: [email protected] or 407-215-2202

–Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

Wanting to make the switch to a more eco-friendly lifestyle but don’t think it’s within your budget? Sustainability can be accessible for everyone if you use the tips from this episode of Making it Count! Featuring UCF track and field athlete Rayniah Jones and returning Addition Financial expert Valerie Moses, you’ll learn how to eat healthy and be kinder to the environment without breaking the bank. Take a listen to this new episode of your favorite financial education podcast!

Links:

–Truebill: https://www.truebill.com/

–ShareWaste: https://sharewaste.com/

–Rayniah Jones: @RayniahJones

–Valerie Moses: [email protected]

–Sign up for an Aspire or Choice checking account at AdditionFi.com/RJ

–Listen to Wellness and Wanderlust at WellnessAndWanderlust.net

–Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

In part II of our Money + Lifestyle mini series, Cristina and Will interview returning guest Karina from Addition Financial and first-time participant Dr. Elliott Jaffa, a behavioral psychologist. They cover how to address those hard to shake unhealthy financial habits, like impulse purchases and lifestyle inflation. Learn strategies on how to identify any financial “don’ts” and how to turn them into “do’s” on this episode of Making it Count!

Links:

–Addition Financial Resource Center: https://resources.additionfi.com/

–Karina’s email: [email protected]

–Karina’s LinkedIn: https://www.linkedin.com/in/karina-rodriguez-763805186/

–Dr. Jaffa’s LinkedIn: https://www.linkedin.com/in/elliott-jaffa-686310b/

–Financial Advice One-pager: https://pages.additionfi.com/one-page-advice

–Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

It’s not too late to set your financial New Year’s resolutions and boy do we have a great episode to learn how to not only set them, but actually achieve them this year! Featuring two new guests, financial literacy educator David Maurice Sharp and Addition Financial Specialist Chelsea Conner, our hosts take a deep dive into setting SMART goals for every financial goal you’d want to accomplish – from paying down debt and cutting unnecessary expenses, to saving for a down payment and investing in your retirement.

Links:

–David Maurice Sharp: https://www.davidmauricesharp.com/

– Chelsea Conner: [email protected]

– SMART Financial Goal Setting Worksheet: https://hubs.la/Q0131KzT0

– Learn more about Addition Financial: https://hubs.la/H0zbJ0W0

Breakups suck, but at least our Making it Count hosts were brave enough to talk through the financial ramifications of ending a relationship with Samantha Garcia, a Wealth Advisor at Halbert Hargrove. Together they demystify those common questions around finances and divorce and shed light into the best way to protect your assets through the process. Even if you are currently rocking the single life, you’ll want to tune into this episode – promise us, future you will be thankful.

Links:

–Halbert Hargrove: https://www.halberthargrove.com/

–Samantha Garcia on LinkedIn: https://www.linkedin.com/in/samanthalowery/

–Samantha Garcia’s email address: [email protected]

–Money Management Tips & Savings Strategies: https://hubs.la/Q010T0hD0

–Learn more about Addition Financial: https://hubs.la/H0zbJ0W0