By MissBeHelpful
The podcast currently has 62 episodes available.
In honor of Women's History Month, I am joined by the amazing Carrie Schwab-Pomerantz! You may know her as the daughter of Charles Schwab, but Carrie is a very passionate and active leader in the financial literacy space herself. Carrie is a CFP and the current President & Board Chair at Charles Schwab Foundation.
In this episode she dives into stories of her upbringing, lessons she wishes she had learned earlier about money, what advice she offers young people today and why she believes personal finance is a social justice issue today. You're going to get so many gems from my conversation with Carrie... so, grab a notepad to take notes and enjoy!
Follow Carrie:
Twitter: https://twitter.com/CarrieSchwab
LinkedIn: https://www.linkedin.com/in/carrieschwabpomerantz/
Facebook: https://www.facebook.com/CarrieSchwabPomerantz1
www.schwabmoneywise.com/
The Charles Schwab Guide to Finances After Fifty: https://content.schwab.com/web/retail/public/book/
Teri Ijeoma is the creator of the Trade and Travel Course, which is the #1 selling course on Teachable and has made Teri a multi-millionaire. The course teaches people how to make $1,000 a day by trading in the stock market using a step-by-step framework. In this conversation Teri shares why she developed the course and how she makes financial decisions today as a successful entrepreneur.
Follow her work and learn more about her program at: https://www.instagram.com/tradeandtravel
This week we hear from the awe-inspiring Poulomi Damany, who I first heard speak at a virtual event back in 2018 when she was the VP of Product Management at Credit Karma. Not only has she since moved to the role of General Manager of Assets and Tax at Credit Karma, (#levelup) but she has continued to be one of the leading women of color in tech that I admire!
Prior to joining Credit Karma, Poulomi spent a year with the US Digital Service, the swat team that came in to rescue Healthcare.gov. She learned that bad technology was truly holding people back from getting the basic health services they needed and committed to being an agent for change in the private sector by leveraging technology to help improve people's lives.
In the episode, Poulomi mentions this Qualtrics Study on behalf of Credit Karma with lots of data and insights into gen z and how they seek financial advice on social media: https://www.creditkarma.com/about/commentary/gen-z-turns-to-tiktok-and-instagram-for-financial-advice-and-actually-takes-it-study-finds
Check out the full playlist of podcast interviews on YouTube here: https://www.youtube.com/playlist?list=PLBqtkN0VZ5hRYos5EHdGJfRDc5r9w6u_w
Let’s connect:
FACEBOOK: https://www.facebook.com/missbehelpful/
INSTAGRAM: https://www.instagram.com/missbehelpful/
BUSINESS INQUIRIES: [email protected]
Eryn Schultz became passionate about helping women with MBA's achieve their financial goals while completing her own MBA at Harvard Business School. She learned that women own only $0.32 for every $1.00 owned by men and in her own MBA program she realized that she learned to manage a corporation's finances but not her own. Eryn became motivated to get educated and to educate as many other women as she could!
Now, as an entrepreneur, Eryn works with clients to narrow this gender wealth/investing gap. She has a 10-week money bootcamp, and has recently launched an on-demand course. She also provides one-on-one coaching for couples and individuals who want to tackle their money. Eryn has helped women roll over old 401Ks, max out their IRAs, and feel more confident about their financial decisions overall! Confidence is KEY!
Support Eryn's work here: https://herpersonalfinance.com/
Follow her on instagram here: https://www.instagram.com/her.personal.finance/
Isabella is hands-down one of the coolest people I've ever met! A true independent thinker and free spirit who knew early on that urban living in NYC was not where she would thrive. Isabella moved to California and has been living in her van for years in order to make payments of $2,000 or more every month.
She is officially debt-free as of October 2021 and now plans to travel and dive into crypto and defi. I was incredibly impressed with Izzi because of her maturity and wisdom, which are far beyond her 30 years! She's such an inspirational person because of her outlook on life and her ability to shine no matter what struggles she's been faced with in her life.
Isabella opens up about: pros and cons of living in a van, glamorization of #vanlife, her upbringing in the Bronx, her favorite personal finance channels, crypto and why she believes it is the future, her plans to travel now that she is debt-free and her passion for psychology and why she believes every child deserves and needs to learn about how the brain works when they're in school.
You will LOVE Isabella and her unique story.
Follow her and support her at:
Personal: https://www.instagram.com/izzi_vanlife/?hl=en
Art page: https://www.instagram.com/cooli_fooli/?hl=en
This is the 4th episode that highlights a Latina in honor of Latinx Heritage Month and it was such a fun chat with Gina from @inanewyorkbudget. Gina is such a real one - she shares her reflections about growing up "spoiled" where her parents would get her the things she wanted and she never thought much about the money. Once she was old enough to begin helping out and earning money on her own, she tasted true independence and realized that it meant she would have to provide the money for the lifestyle she wanted to live and maintain without help from her parents!
Listen as Gina breaks down the vacation savings fund for 2020 that ended up putting her and some family members in a really good place financially before the pandemic hit. You'll just love Gina's down-to-earth personality and openness about her goals, mistakes and current priorities when it comes to money and her mindset.
Follow Gina here:
https://www.instagram.com/inanewyorkbudget/
https://twitter.com/inanewyorkbudgt
Vanessa Salas Collins is a high school teacher in California who is also an advocate for a required financial literacy class in school. She breaks down what she teaches to her students in her financial education class and tells us why it's such a challenge to make personal finance required in school. She also dives into her personal story as a first-generation Latina growing up with a lot of shame about her culture and her financial situation.
Here are the links we mentioned in the episode:
Instagram: https://www.instagram.com/nuestrafortuna/
email: [email protected] (personal)
Email: [email protected] (work)
Vanessa uses NGPF's free personal finance curriculum: www.ngpf.org
Officially 1 week into Latinx Heritage Month and I am PUMPED to highlight the inspiring story of Delyanne Barros, a money coach who created a business and launched an online course (Slay the Stock Market) that have now generated over $1 million in revenue! Talk about inspiring us to get our money right! She's one of the MOST relatable content creators on instagram periodt. Her TikTok page has been featured in countless media sources and as a formerly undocumented immigrant turned lawyer turned entrepreneur, I mean - how can we NOT stan her content!?
Tune in to hear how Delyanne mustered up the courage to quit lawyering and become a full-time entrepreneur. Dive into her background and more of her story about paying off $150,000 of student loan debt during the pandemic!
Follow and support Delyanne on social and on her website:
Instagram: https://www.instagram.com/delyannethemoneycoach
TikTok: https://www.tiktok.com/@delyannethemoneycoach?
Course site: https://delyannethemoneycoach.com/slay-the-stock-market-waitlist/
Maribel is a recent college grad whose family is based in California and has Mexican roots. She is very proud of being Latina and wants everyone in the Latinx community, especially the Spanish speaking population to know that investing to build wealth is for them, too! She strives to make her content inclusive and accessible by posting everything in English and in Spanish.
We talk about everything from Maribel's college days, traveling abroad, having her mom's support even when she earned minimum wage working in factories, and leveraging the knowledge Latinxs who work in agriculture have of generational wealth building strategies - and applying that to the stock market here in the US. This girl is on FIRE!!! I'm SO excited to kick off Latinx/Hispanic Heritage Month with Maribel of @OurWealthMatters.
Follow and support Maribel's work here: https://www.instagram.com/ourwealthmatters/
Bernadette Joy is the CEO of Crush Your Money Goals. After meeting at FinCon a few years ago she and I finally had the time to sit and talk about her story, her business and future goals. Bernadette talks about her shopping philosophy and how to use her rule of thumb to make sure you shop reasonably!
Follow Bernadette here: https://www.instagram.com/bernadebtjoy/?hl=en
The podcast currently has 62 episodes available.