Merging Life and Money with MJ Caesar

By Marie Jo Caesar

This podcast is for overwhelmed and frustrated professionals mainly women between the ages of 35 and 60 + who are ready to develop and apply the relevant financial skills and knowledge they need to

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FAQs about Merging Life and Money with MJ Caesar:

How many episodes does Merging Life and Money with MJ Caesar have?

The podcast currently has 193 episodes available.

Merging Life and Money with MJ Caesar episodes:

January 02, 2022 FACTS ABOUT ESTATE PLANNING YOU MUST KNOW IN 2022
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If we learn anything about the pandemic during the past two years, it is to be prepared for the unavoidable. It is hard enough to have to deal with the pain, the grief, and the emotions that comes with losing a loved one. Just imagine how much more difficult such a situation can be you if you fail to plan your estate.
Join me on Thursday at 5:00 pm PST; my special guest, AnnMichelle Hart will take you through the estate planning process.
Don’t miss this important live show because one of your main goals for 2022 MUST BE to have an estate plan…And YES, you do not have to be rich to need estate planning.

Here are some HIGHLIGHTS from this episode.
04:11 What is estate planning?
05:24 The importance of having an estate plan
07:13 The importance of having an estate plan as it relates to minor kids
11:54 How should digital assets be handled in one’s estate plan?
12:21 How should digital assets be stored?
12:58 Is cryptocurrency a digital asset?
14:13 What are digital assets?
15:12 Transferrable digital assets
16:17 Estate planning is not just for when you die
18:43 Why should you have an estate plan?
Support the show
Connect with me:
Instagram: https://www.instagram.com/the_financiologist_mjcaesar/
Facebook: https://www.facebook.com/merginglifeandmoney
YouTube: https://www.youtube.com/channel/UCDOmx_ThReq0hAC3acvMQ9g
Twitter: https://www.twitter.com/https://twitter.com/mariejocaesar
LinkedIn: https://www.linkedin.com/in/mjcaesar

Click this link https://mariejocaesar.com/fp-quiz to take the "What's Your Financial Personality Type” Quiz, so you can transform your financial identity and create Financial Freedom.

Click this link: https://mariejocaesar.com/consult to book a FREE consultation now! Let's map out your path to financial wellness together. Your future self will thank you.

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25min
January 01, 2022 HOW TO INCREASE WOMEN’S INVOLVEMENT IN THE BOARDROOM?
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Gender inequality in the workplace is not just a social or legal issue; it’s also a business one. SO, why is it that women only hold just 16.9% of board seats globally?
Join me tomorrow at 5:00 pm PST. My special guest, Natasha Charles and I will be talking about Gender parity in the Boardroom; where do we stand now, will it ever happen and the importance of having a diverse Board.

Here are some HIGHLIGHTS from this episode.
03:36 Women’s representation in the board room
04:47 why should women have a seat at the board table?
06:27 Current statistics
12:59 Impact of 2020 Black Lives Matter protests
15:39 Can equality be achieved in the board room?
16:57 Regulations requiring more board diversity
20:03 Measures taken to bring parity in the board room
21:28 How important is it to have a diverse board?
23:44 Benefits of having a diverse board
26:15 Why are we not seeing more women in the board room?
Support the show
Connect with me:
Instagram: https://www.instagram.com/the_financiologist_mjcaesar/
Facebook: https://www.facebook.com/merginglifeandmoney
YouTube: https://www.youtube.com/channel/UCDOmx_ThReq0hAC3acvMQ9g
Twitter: https://www.twitter.com/https://twitter.com/mariejocaesar
LinkedIn: https://www.linkedin.com/in/mjcaesar

Click this link https://mariejocaesar.com/fp-quiz to take the "What's Your Financial Personality Type” Quiz, so you can transform your financial identity and create Financial Freedom.

Click this link: https://mariejocaesar.com/consult to book a FREE consultation now! Let's map out your path to financial wellness together. Your future self will thank you.

...more
35min
December 18, 2021 DIY INVESTMENTS – Three-fund portfolio for beginners
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Sound investment made simple! My guest, Eric Dudley will show you that investing does not have to be complicated if done right.
We will address the key elements you must know about this very simple investing approach. So, join Eric and me today at 5:00 pm PST, you cannot afford to miss it!!

Here are some HIGHLIGHTS from this episode.
02:43 What is a three-fund portfolio?
03:27 The three components of a three-fund portfolio
05:08 What is an index fund?
06:46 What is asset allocation?
08:30 What are the benefits of a three-fund portfolio?
10:48 What is the cost associated with a three-fund portfolio?
13:06 Three essential points to consider when building your portfolio
17:42 Is there a ratio bonds to stocks for a three-fund portfolio?
19:40 Where can we purchase the relevant funds?
21:41 Can cryptocurrency be a feature of a three-fund portfolio?

Everything said in the Merging Life and Money show is for general, informational, and educational purposes only and should not be taken as constituting professional advice from the Merging life and Money show host.
The show host is not a financial adviser and as such you should consider seeking independent legal, financial, taxation or other advice to find out how the information/ideas discussed in the show are suitable to your circumstances.
Support the show
Connect with me:
Instagram: https://www.instagram.com/the_financiologist_mjcaesar/
Facebook: https://www.facebook.com/merginglifeandmoney
YouTube: https://www.youtube.com/channel/UCDOmx_ThReq0hAC3acvMQ9g
Twitter: https://www.twitter.com/https://twitter.com/mariejocaesar
LinkedIn: https://www.linkedin.com/in/mjcaesar

Click this link https://mariejocaesar.com/fp-quiz to take the "What's Your Financial Personality Type” Quiz, so you can transform your financial identity and create Financial Freedom.

Click this link: https://mariejocaesar.com/consult to book a FREE consultation now! Let's map out your path to financial wellness together. Your future self will thank you.

...more
28min
December 12, 2021 ARE YOU FINANCIALLY READY FOR 2022? Part 2
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Last week I talked about some aspects of financial readiness for 2022. This week I will add to the list of building blocks that you must consider to achieve financial wellness in 2022. Remember that “before anything else, preparation is the key to success.” Alexander Graham bell
Join me every Thursday at 5:00 pm PST. I will continue talking about ways you can get your finances in shape for 2022.

Here are some HIGHLIGHTS from this episode.
04:18 – Managing credit and debt
06:28 – Why should you pay more than the minimum payment on your credit card?
09:07 – Break the credit/debt cycle
10:15 – Compound interest in the world of debt
14:19 – Is your money working for you?
16:55 - Dollar cost averaging
20:38 – Take steps to reduce your taxes
24:51 – Pay the Government on time
26:07 – Review your estate plan
28:04 – Educate yourself and implement your knowledge
29:29 – Thankfulness and gratitude
Support the show
Connect with me:
Instagram: https://www.instagram.com/the_financiologist_mjcaesar/
Facebook: https://www.facebook.com/merginglifeandmoney
YouTube: https://www.youtube.com/channel/UCDOmx_ThReq0hAC3acvMQ9g
Twitter: https://www.twitter.com/https://twitter.com/mariejocaesar
LinkedIn: https://www.linkedin.com/in/mjcaesar

Click this link https://mariejocaesar.com/fp-quiz to take the "What's Your Financial Personality Type” Quiz, so you can transform your financial identity and create Financial Freedom.

Click this link: https://mariejocaesar.com/consult to book a FREE consultation now! Let's map out your path to financial wellness together. Your future self will thank you.

...more
34min
December 03, 2021 ARE YOU FINANCIALLY READY FOR 2022
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December is here already and before you know it, it will be January. Have you done a financial review yet this year? If not, start soon before the year slips away. Despite a tumultuous 2021, you must take some time to review different aspects of your finances before the end of the year and assess your financial readiness for 2022.
Join me every Thursday at 5:00 pm PST. Today, I will look at ways you can get your finances in shape for 2022.

Here are some HIGHLIGHTS from this episode.
03:39 – The importance of understanding the emotional side of money
05:25 – How to get ahead?
07:31 – The five levels of needs
10:28 – Your net worth
10:57 - Your credit score
12:07 - Your credit report
15:25 - What are financial goals
17:12 - How to do a spending plan
18:52 - How to tell the difference between wants and needs
20:46 - How to develop a savings plan
21:57 - Spend less than you earn
Support the show
Connect with me:
Instagram: https://www.instagram.com/the_financiologist_mjcaesar/
Facebook: https://www.facebook.com/merginglifeandmoney
YouTube: https://www.youtube.com/channel/UCDOmx_ThReq0hAC3acvMQ9g
Twitter: https://www.twitter.com/https://twitter.com/mariejocaesar
LinkedIn: https://www.linkedin.com/in/mjcaesar

Click this link https://mariejocaesar.com/fp-quiz to take the "What's Your Financial Personality Type” Quiz, so you can transform your financial identity and create Financial Freedom.

Click this link: https://mariejocaesar.com/consult to book a FREE consultation now! Let's map out your path to financial wellness together. Your future self will thank you.

...more
28min
November 30, 2021 10 TIPS ABOUT HOW TO HANDLE YOUR HOLIDAY SEASON SPENDING
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HAPPY THANKSGIVING!! WE HAVE SO MUCH TO BE GRATEFUL FOR..
I will be sharing 10 TIPS ABOUT HOW TO HANDLE YOUR HOLIDAY SEASON SPENDING
Here are some HIGHLIGHTS from this episode.
01:17 – Be grateful and thankful
04:04 – Holiday retail sales projections
05:09 – Are you financially ready for the holiday season?
05:51 – Plan your holiday season spending
06:30 – Only buy what you can afford
07:34 – Be strategic about your spending
08:22 – Reward yourself
Support the show
Connect with me:
Instagram: https://www.instagram.com/the_financiologist_mjcaesar/
Facebook: https://www.facebook.com/merginglifeandmoney
YouTube: https://www.youtube.com/channel/UCDOmx_ThReq0hAC3acvMQ9g
Twitter: https://www.twitter.com/https://twitter.com/mariejocaesar
LinkedIn: https://www.linkedin.com/in/mjcaesar

Click this link https://mariejocaesar.com/fp-quiz to take the "What's Your Financial Personality Type” Quiz, so you can transform your financial identity and create Financial Freedom.

Click this link: https://mariejocaesar.com/consult to book a FREE consultation now! Let's map out your path to financial wellness together. Your future self will thank you.

...more
11min
November 20, 2021 4 MONEY TIPS THAT WILL CHANGE YOUR LIFE
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As we are entering the holiday season, my guest, Eric Dudley, will reveal 4 important tips that will help you with your financial situation. Budget…Debt… Refi…Being a saver.
Making your list and checking it twice, before spending money that you do not have. Join Eric and me Thursday at 5:00 pm PST, you cannot afford to miss it!!

here are some HIGHLIGHTS from this episode.
04:26 Budgeting
10:31 Projected spending for the holiday season
13:27 Debt and how to control it
14:28 How to consolidate your debt?
15:49 Debt consolidation – Does it make sense?
19:00 The pros and cons of refinancing your mortgage?
21:20 Always “shop your rate” before refinancing your home
22:42 “Savers are Losers”
24:30 Show summary

Support the show
Connect with me:
Instagram: https://www.instagram.com/the_financiologist_mjcaesar/
Facebook: https://www.facebook.com/merginglifeandmoney
YouTube: https://www.youtube.com/channel/UCDOmx_ThReq0hAC3acvMQ9g
Twitter: https://www.twitter.com/https://twitter.com/mariejocaesar
LinkedIn: https://www.linkedin.com/in/mjcaesar

Click this link https://mariejocaesar.com/fp-quiz to take the "What's Your Financial Personality Type” Quiz, so you can transform your financial identity and create Financial Freedom.

Click this link: https://mariejocaesar.com/consult to book a FREE consultation now! Let's map out your path to financial wellness together. Your future self will thank you.

...more
32min
November 13, 2021 IDENTIFY AND UNDERSTAND YOUR MONEY SCRIPTS? They do impact your financial behavior.
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Our money scripts are formed in childhood, shaped from both direct and indirect messages we receive about money from our parents, other significant people in our lives, our circumstances, our culture, and society as a whole. If we do not address them, they could wreak havoc in our lives.

Here are some HIGHLIGHTS from this episode.
03:29 - What are money scripts?
05:23 – More about money scripts
10:10 – Money scripts developed through childhood
13:16 - Money scripts developed through financial flashpoints
17:22 - Money Avoidance Money Scripts
19:04 - Money Worship Money Scripts
20:11 - Money Status Money Scripts
21:22 - Money Vigilance Money Scripts
Support the show
Connect with me:
Instagram: https://www.instagram.com/the_financiologist_mjcaesar/
Facebook: https://www.facebook.com/merginglifeandmoney
YouTube: https://www.youtube.com/channel/UCDOmx_ThReq0hAC3acvMQ9g
Twitter: https://www.twitter.com/https://twitter.com/mariejocaesar
LinkedIn: https://www.linkedin.com/in/mjcaesar

Click this link https://mariejocaesar.com/fp-quiz to take the "What's Your Financial Personality Type” Quiz, so you can transform your financial identity and create Financial Freedom.

Click this link: https://mariejocaesar.com/consult to book a FREE consultation now! Let's map out your path to financial wellness together. Your future self will thank you.

...more
29min
November 05, 2021 ARE YOU IN AN ABUSIVE RELATIONSHIP WITH YOUR MONEY?
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Have you ever been in an unhealthy and/or abusive relationship whereby isolation, low-self-esteem, cheating, dishonesty, jealousy, and fear are some of the signs? These feelings can also apply to the toxic relationship you have with your money.
Join me every Thursday at 5:00 pm PST. Tomorrow, I will address how to recognize the signs of an unhealthy relationship, and how to improve your relationship with money.

Here are some HIGHLIGHTS from this episode.
03:35 - What does it mean to have a healthy relationship with money?
04:26 - How is your relationship with money formed?
06:40 - Money frights
08:55 - Symptoms of an abusive relationship - Isolation
10:57 - Symptoms of an abusive relationship - Fear
12:34 - Symptoms of an abusive relationship - You need to have a certain amount of money to be happy
13:51 - Symptoms of an abusive relationship - Resenting the wealthy
16:13 - Symptoms of an abusive relationship - Falling victim to scams
17:34 - You are not destined to live that way
19:27 - Don’t spend more than you make
21:14 – Give
22:24 – Last thought
Support the show
Connect with me:
Instagram: https://www.instagram.com/the_financiologist_mjcaesar/
Facebook: https://www.facebook.com/merginglifeandmoney
YouTube: https://www.youtube.com/channel/UCDOmx_ThReq0hAC3acvMQ9g
Twitter: https://www.twitter.com/https://twitter.com/mariejocaesar
LinkedIn: https://www.linkedin.com/in/mjcaesar

Click this link https://mariejocaesar.com/fp-quiz to take the "What's Your Financial Personality Type” Quiz, so you can transform your financial identity and create Financial Freedom.

Click this link: https://mariejocaesar.com/consult to book a FREE consultation now! Let's map out your path to financial wellness together. Your future self will thank you.

...more
26min
November 02, 2021 WHAT WILL HAPPEN TO YOUR DIGITAL ASSETS WHEN YOU DIE? – Can they pass through your will?
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The term digital assets refer to all the digital files and online accounts you own and use on your computers, phones, tablets, or other devices. Digital assets include social media accounts, digital photos, email, online financial accounts, software and copyright licenses, and many other types of less-than-tangible goods and services.
Join me every Thursday at 5:00 pm PST. This Thursday, my special guest, AnnMichelle Hart, an Estate Lawyer from Washington State will educate us on a topic that is not always top of mind and that is: what happens to your digital assets upon your death, can you pass them through your will?

Here are some HIGHLIGHTS from this episode.
02:28 – What are digital assets?
03:56 – More types of digital assets
05:27 – Digital assets that cannot be transferred through your will
07:41 – Where to store your digital assets?
10:17 – The benefits of digital storage
13:45 – What else should you know about digital storage?
15:19 – The case for digital photos
19:39 – Why should digital assets be included in your estate plan?
20:33 – Types of digital storage
Support the show
Connect with me:
Instagram: https://www.instagram.com/the_financiologist_mjcaesar/
Facebook: https://www.facebook.com/merginglifeandmoney
YouTube: https://www.youtube.com/channel/UCDOmx_ThReq0hAC3acvMQ9g
Twitter: https://www.twitter.com/https://twitter.com/mariejocaesar
LinkedIn: https://www.linkedin.com/in/mjcaesar

Click this link https://mariejocaesar.com/fp-quiz to take the "What's Your Financial Personality Type” Quiz, so you can transform your financial identity and create Financial Freedom.

Click this link: https://mariejocaesar.com/consult to book a FREE consultation now! Let's map out your path to financial wellness together. Your future self will thank you.

...more
28min

FAQs about Merging Life and Money with MJ Caesar:

How many episodes does Merging Life and Money with MJ Caesar have?

The podcast currently has 193 episodes available.