Minority Money

Welcome back to the Minority Money Podcast and for this week’s episode we are jumping right back into our financial planning series. 

I have invited Samuel Deane, founder of Deane Financial Partners, and today he will be giving some lessons on how to go about analyzing your finances and how he helps his clients with this. 

So if you’re feeling a bit lost right now with what to do with your finances then make sure to check out this week's episode. 

Highlights

>> Samuel’s experience of being a father 

>> How Samuel analyzes the finances of his clients 

>> How Samuel makes adjustments for his clients  

>> The most important area Samuel has helped his clients with  

>> Samuel’s final advice for you 

Connect with Samuel 

>> Website (https://bit.ly/3AOB2Ki) 

>> Twitter (https://bit.ly/2ZH9hWt)

>> Instagram (https://bit.ly/3iwYtAP)  

>> LinkedIn (https://bit.ly/3AOACUe)

>> Samuel’s newsletter (https://bit.ly/3oaegZO)

If you loved this episode, you have to listen to these episodes as well: 

>> Proper Team Dynamics with Alex and Rosa Chalekian (https://apple.co/3m8Sl2z)

>> Success for Minority Teens with Carlos Gomez (https://apple.co/3mlX1Cr)

>>  Becoming Financially Smart with Dr. David Rhoiney [Black History Month Special] (https://apple.co/2ZEmcbx)

I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv) , Spotify (https://spoti.fi/3jParH0) , Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app and SHARE THIS 👉 (https://bit.ly/3l18yWQ) with a friend.

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Let's Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth (https://bit.ly/3jO4cmF) 

Want to chat with a fee-only financial planner? Shoot me an email at [email protected] Can't wait to meet you.

Many of you want to live a life wherein you no longer need to worry about your finances and spend freely without even thinking about it, but before you can reach that point, you’re going to need to establish some goals first. 

Join me in today’s episode alongside Anna N'jie-Konte, a certified financial planner and creator of “Dare to Dream Financial Planning”, as we discuss the importance of setting some realistic goals first before you can reach the financial stability that you really want in your life. 

She wants to show you that your dreams are truly attainable with the right strategy and by establishing the proper goals first. So take a listen and don’t miss out on the important lessons in this week's episode! 

Highlights

>> How Anna establishes goals for her clients 

>> Anna’s process with clients 

>> How Anna helps her clients

>> Anna’s advice for people setting their financial goals    

Connect with Anna 

>> Website (https://bit.ly/3tSsRd2)

>> Instagram (https://bit.ly/3ExaZte)

>> Twitter (https://bit.ly/3klmYSK)

>> LinkedIn (https://bit.ly/3ApjKmx)

If you loved this episode, you have to listen to these episodes as well: 

>> Your Finances and Circumstances with Luis Rosa (https://apple.co/2Xjtj8u)

>> Consistency is Life's Cheat Code (https://apple.co/39n7hnQ)

>> Scoring in Life and in Finance with Darin Carter (https://apple.co/3nJgKy6)  

I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv) , Spotify (https://spoti.fi/3jParH0) , Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app and SHARE THIS 👉 (https://bit.ly/3l18yWQ) with a friend.

 **********

Let's Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth (https://bit.ly/3jO4cmF) 

Want to chat with a fee-only financial planner? Shoot me an email at [email protected] Can't wait to meet you.

Hello and welcome back to the Minority Money Podcast, as promised from last week's episode, we are now starting our financial planning series and have also brought in some special guests to give you a better understanding on how each of these steps work.

For this week’s episode, I have invited Luis Rosa, my partner in the BLX program and a certified financial planner. We’ll be discussing how to deal with your finances based on your circumstance and many more so make sure not to miss out on this first part of the series!!   

Highlights

>>  Luis’s process when it comes to dealing with clients  

>> How Luis deals with the family circumstance of the client

>> What Luis does with the new information his clients haven't seen 

>> Luis’s final words of advice       

Connect with Luis 

>> Website (https://bit.ly/2Z9oT51) 

>> Twitter (https://bit.ly/393GHQs) 

>> Instagram (https://bit.ly/2VEpH00)

>> LinkedIn (https://bit.ly/2XbPUn9)

If you loved this episode, you have to listen to these episodes as well:

>> The Steps of Financial Planning (https://apple.co/3tznteZ)

>> Growth Mindset: The Only Mindset You’ll Need for Success! with Patricia Villegas (https://apple.co/3tBmgUa)

>> Taking Your Investing to the Next Level through Impact Investing with Jennifer Kenning (https://apple.co/3tA1Wmh)

I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv) , Spotify (https://spoti.fi/3jParH0) , Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app and SHARE THIS (https://bit.ly/3l18yWQ) with a friend.

 **********

Let's Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth (https://bit.ly/3jO4cmF) 

Want to chat with a fee-only financial planner? Shoot me an email at [email protected] Can't wait to meet you.

There's a lot of questions surrounding financial planning. That is why for this week’s episode I want to help equip you with the proper knowledge so you can make the right decisions about the financial planner you’re going to work with.

In total there are 7 steps of financial planning and understanding each of them can give you a better idea of how this whole process works. This week, I’ll be giving you an overview of each and we will go more in depth with each step in the succeeding weeks to come.

So what are you waiting for? Make sure to join in on the first part of this series!   

Highlights 

>> The definition of financial planning 

>> An overview of the 7 steps of the financial planning process 

>> The most important part about the financial planning process

>> Summary of the steps

If you loved this episode, you have to listen to these episodes as well:

>> Consistency is Life's Cheat Code (https://apple.co/3zv6WL1)

>> The Blueprint for Financial Decision Making with Meg Bartelt (https://apple.co/3jLmzbK) 

>> A Simple Guide to Understanding Your Credit (https://apple.co/38HgMhh)

I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv) , Spotify (https://spoti.fi/3jParH0) , Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app and share this link (https://bit.ly/3l18yWQ) with a friend.

**********

Let's Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth (https://bit.ly/3jO4cmF)  

Want to chat with a fee-only financial planner? Shoot me an email at [email protected] Can't wait to meet you.

Becoming a morning person is not necessarily just about waking up early and getting your work done first thing in the morning, rather it is a story about change and transformation. 

When you try to make a change in your behavior, it also changes who you are as a person. No one understands this better than my guest for this week’s episode, Nyle Bayer. After experiencing burnout from his work, he came to the realization that in order for him to make a change in his life, he had to start taking care of himself more and develop a program that will help him reach his true potential.

Join me and Nyle in this week's episode as we share valuable tips on how you too can start making changes in your life for the better and show you what it really means to become a morning person.     

Highlights

>> What it really means to become a morning person

>> The reason why Nyle became a morning person 

>> What Nyle learned from working the graveyard shift

>> Nyle’s big realization  

>> How developing habits can change your life 

>> The things Nyle learned from the book “Atomic Habits” 

Connect with Nyle  

>> Instagram (https://bit.ly/3DwZ4ew)

>> Twitter (https://bit.ly/3juGtb5)

>> LinkedIn (https://bit.ly/3kCvmfl)

If you loved this episode, you have to listen to these episodes as well:

>> Consistency is Life's Cheat Code (https://apple.co/3zv6WL1)

>> The Power of Taking Control of your Finances with Naseema McElroy (https://apple.co/3yuv4vU)

>> What Does it take to Build a Mission-Driven Business? with Brian Thompson (https://apple.co/3mNttPI)

I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts, Spotify, Google Podcasts, or on your favorite podcast app and SHARE THIS with a friend.

**********

Let's Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth (https://www.facebook.com/groups/423846561552747/) 

Want to chat with a fee-only financial planner? Shoot me an email at [email protected] Can't wait to meet you.

When people think of being productive, they usually just blindly throw themselves into their work and not think about anything else. I’m here to tell you today that if you really want to prosper in whatever you do, then you’re going to need to have a proper work life balance. 

Join me in this week’s episode alongside my lovely wife and returning guest, Maricela Miles-Mattingly, as we talk about how you can decompress and relax once you get back home so that you can still enjoy the time you have for yourself and not have work on your mind 24/7. 

So if you’ve been on that grind and feeling burned out from work lately then check out this week’s episode to learn all there is to creating a proper work-life balance. 

Highlights

>> Some of the things Maricela does to balance her work and life

>> What Maricela does to disconnect from work 

>> When Maricela makes time for herself 

Connect with Maricela

>> Twitter  

If you loved this episode, you have to listen to these episodes as well:

>> Buy the damn coffee! 

>> Finding Your Niche and Doing What you Love with Jannese Torres-Rodriguez 

>> Following your Passion & Growing Your Wealth with Modern Money’s Angela Moore

I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts, Spotify, Google Podcasts, or on your favorite podcast app and SHARE THIS with a friend.

**********

Let's Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth (https://www.facebook.com/groups/423846561552747/) 

Want to chat with a fee-only financial planner? Shoot me an email at [email protected] Can't wait to meet you.

We’ve all heard the phrase, “consistency is key to success”, but how exactly do we get there? How do we build habits that promote the improvement of our consistency? Let’s talk about that.

In today’s solo episode, I’ll be sharing with you tips and tricks to mastering consistency and routine, brushing over its definition, and talking about how I’ve applied it realistically to my own life-- even to my finances.

So if you’ve been feeling out of it recently with a dip in your drive and motivation, then this episode is just for you!

Highlights

>> What is consistency? 

>> Create a routine 

>> If you want to be better at something, you have to be consistent   

If you loved this episode, you have to listen to these episodes as well:

>> A Simple Guide to Understanding Your Credit

>> The Fundamentals of Finance 

>> Health & Fitness Mash-Up! 

I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts, Spotify, Google Podcasts, or on your favorite podcast app and SHARE THIS with a friend.

**********

Let's Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth (https://www.facebook.com/groups/423846561552747/) 

Want to chat with a fee-only financial planner? Shoot me an email at [email protected] Can't wait to meet you.

The first thought that comes to mind when people hear the word “finance” is usually money, how to take care of your money or even how to make more money, but our guest today, Michael Policar, has a different outlook when it comes to this.

Michael runs both NGP Financial Planning and the podcast, “Go Out And Live”, in fact the acronym for this is actually GOAL. This is the basis for everything Michael does as a financial advisor, he wants his clients to reach their goals. A client doesn't have financial goals for the sake of accomplishing financial things, rather their goals are focused on the things they want to do in life. 

So if you’re feeling stuck right now and want to know how finance is more than just about money and how to really get out there to start living your best life, then tune in to this week's episode! 

Highlights

>> Background on Michael's new show 

>> How Michael started his new firm

>> How Michael helps his clients 

>> The thing that impacted Michael the most in his work 

>> Michaels advice for people who want to become financial advisors

>> How Michael felt when he made the change from employee to business owner

>> Michael's advice for you 

Connect with Michael 

>> Website 

>> Podcast  

>> Twitter

>> LinkedIn 

If you loved this episode, you have to listen to these episodes as well:

>> Scoring in Life and in Finance with Darin Carter

>> Gaining Financial Confidence Through Money Talks with Jen Hemphill 

>> Winning in Finance, Health, Marriage & Life with David Stewart 

I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts, Spotify, Google Podcasts, or on your favorite podcast app and

Making big decisions in life is never easy, especially when it comes to making financial decisions. That is why for this week's episode I have invited a very special guest, Meg Bartelt.

Meg was my mentor when I first started running my business, and since then she has made such an overwhelmingly positive impact on me-- I want her to do the same for you.

From improving your decision-making to the best ways to learn financial planning, I'm sure Meg has something for you all to take away today.

So if you’ve been experiencing difficulties with managing your finances then this episode is just for you!    

Highlights 

>> Meg’s background 

>> How Meg built her team

>> How Meg developed her team

>> First thing you should do before making any decision 

>> Things people shouldn’t stress about when it comes to their finance

>> Best way to learn financial planning 

>> What inspires and motivates Meg to grow

>> Meg’s advice 

Connect with Meg 

>> Website

>> Twitter 

>> Facebook

>> LinkedIn

If you loved this episode, you have to listen to these episodes as well:

>> Becoming Financially Smart with Dr. David Rhoiney

>> How to Start Feeling Good about Your Money with Pamela Capalad

>> Secure Your Family’s Future Through Estate Planning with Mike Bennett 

I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts, Spotify, Google Podcasts, or on your favorite podcast app and SHARE THIS with a friend.

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Let's Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the