By Marguerita Cheng
Money Minute, hosted by Marguerita Cheng, is a podcast dedicated to financial education and advice. Margarita, a certified financial planner and investment advisor, will use her experience to help
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The podcast currently has 21 episodes available.
In this episode, Ellen shares the following insights with us:
Ellen Rogin is a money expert and financial intuitive who helps people transform their relationships with money so they can have happier, more abundant lives. Her book, Picture Your Prosperity, was a New York Times bestseller, and her work has been featured on CNBC, ABC, NPR, TIME, and Oprah Magazine. Her most recent book, Messages from Money: How to Stress Less, Prosper More, and Reshape Your Relationship with Money, is receiving raves from around the globe.
As a CPA and CFP®, Ellen worked for many years as a traditional financial advisor before selling her successful wealth management firm. She now combines her intuitive abilities and financial experience to connect with the energy of money and deliver “Messages from Money” to her clients. Sounds weird? It did at first to Ellen, too! Yet people worldwide have found her understanding of their relationships with money to be uncanny.
To learn more about Ellen Rogin, visit:
Linkedin: https://www.linkedin.com/in/ellenrogin/
Twitter: https://twitter.com/EllenRogin
Facebook: https://www.facebook.com/AbundanceActivist
YouTube: https://www.youtube.com/ellenrogin
Instagram: https://www.instagram.com/ellenrogin/
Ellen's newest book:
https://amzn.to/4bEjGlX
To learn more, visit:
https://www.linkedin.com/in/margueritacheng
Listen to more episodes on Mission Matters:
https://missionmatters.com/author/Marguerita-Cheng
In this episode, social impact entrepreneur and Co-Founder & CEO of Yardsworth, Matt Lucido shares his expertise about the following:
Matt Lucido is a social impact entrepreneur and investor. He is currently the Co-founder & CEO of Yardsworth, an online real estate marketplace for buying & selling backyard land. In 2014, he was recognized by the LA Business Journal as one of the “Twenty in their 20s.” He holds an MBA from the University of Southern California and a Bachelor's Degree from the University of Virginia, where he lettered on the Virginia Baseball team, founded a non-profit to benefit children of cancer patients, and co-founded a restaurant. He has since held strategy and finance roles at the Honest Company and CapNet Financial. More recently, Matt was a Principal & Investor at Wavemaker Partners, an $800b AUM Venture Capital Firm. He is a 3x Founder with 1 exit. He is also a member of the Jonathan Club in Los Angeles.
To learn more, visit:
https://www.linkedin.com/in/margueritacheng/
Listen to more episodes on Mission Matters:
https://missionmatters.com/author/Marguerita-Chen
In the episode, Richard Yoon, Founder of Luci, a gamified personal finance app (think DuoLingo + budgeting and other personal finance goals), shares his passion for making personal finance fun and simple. He also answers the following questions:
Passionate about simplifying financial freedom, Richard Yoon founded Luci, a gamified personal finance app that makes learning and building positive personal finance habits fun. Richard brings 7+ years of tech and startup experience, having helped grow Honey as an early employee, which Paypal acquired for $4b. From his Wall Street days as a bond trader, investment banker, and quant/algo trader at Goldman Sachs, Richard combines financial expertise with an innovative mindset to empower individuals to have fun while taking control of their finances.
To learn more about Luci App,visit:
Website: https://spaceluci.com/
Apple Podcasts: https://apps.apple.com/us/app/luci-soon-science-inc/id1608114955
To learn more, visit:
https://www.linkedin.com/in/margueritacheng/
Listen to more episodes on Mission Matters:
https://missionmatters.com/author/Marguerita-Chen
During this episode, Christian Simmons, Certified Educator in Personal Finance and financial writer with Annuity.org answers the following questions:
Christian Simmons is a Certified Educator in Personal Finance and financial writer who has been with Annuity.org since 2021. His areas of expertise include retirement income planning and Medicare.
To learn more about Christian,visit:
https://www.linkedin.com/in/christian-simmons/
https://www.quora.com/profile/Christian-Simmons-84
To learn more, visit:
https://www.linkedin.com/in/margueritacheng/
Listen to more episodes on Mission Matters:
https://missionmatters.com/author/Marguerita-Chen
In this episode, Josh Thompson, COO of Kordis answers the following questions:
Josh Thompson served for 20 years as a military finance and healthcare leader before retiring in the summer of 2022. He's board certified as a Fellow in the American College of Healthcare Executives and has managed P&L's as large as $2.2B and been CFO and CEO of several hospitals. He's currently the COO and managing partner of Kordis which is a fractional CFO advisory and accounting firm where he helps business owners of all sizes better understand their financials. He's a proud dad to 3 teens and husband to his wife Amy for 20 years.
To learn more about Josh, visit:
Web: www.kordis.io
Twitter (X): twitter.com/josherau
Linkedin: linkedin.com/in/josherau
To learn more, visit:
https://www.linkedin.com/in/margueritacheng/
Listen to more episodes on Mission Matters:
https://missionmatters.com/author/Marguerita-Chen
In this episode, Isabelle discusses the concept of doing "business for good" and the United Nations 17 Goals for sustainable development to build an inclusive and resilient future for people and the planet.
Isabelle will answer the following questions:
Isabelle Bart is the founder of Impact Innovator, and is passionate about empowering individuals of all backgrounds to create innovative and impactful enterprises. She coaches entrepreneurs to become the best holistic leader they can be in all areas of their life. She speaks on entrepreneurial mindset, abundance, and doing “business for good”. As a cancer survivor, she knows that the toughest moments in life can turn into blessings to reinvent our future.
Isabelle’s experience includes working for the Small Business Administration at the University of California Irvine Beal Applied Innovation, providing strategic consulting services to startups, and leading an impact accelerator. She teaches ideation processes to early stage founders to help them build successful and scalable companies.
She has also done extensive work in the nonprofit and NGO sector, as the managing director for Academies for Social Entrepreneurship, which promotes the development of social enterprises to address social & environmental problems.
She was named one of the “Top 100 Women in Social Enterprise” by Euclid Network in 2023 and nominated by Orange County Business Journal for the “Women in business” 2022 award.
She is the co-author of The Change - Insights into Self Empowerment Book published in 2023.
Isabelle holds a Masters in Business Administration from ESSEC Business School in Paris, France.
To learn more about Isabelle Bart, visit:
Web: https://impactinnovator.co/
Linkedin: https://www.linkedin.com/in/isabellebart/
Instagram: https://www.instagram.com/impactinnovator/
Facebook: https://www.facebook.com/isabelle.bart.908
To learn more, visit:
https://www.linkedin.com/in/margueritacheng/
Listen to more episodes on Mission Matters:
https://missionmatters.com/author/Marguerita-Chen
In this episode, Certified Annuity Specialist® Jennifer Schell demystifies annuities and answers the following questions:
Jennifer Schell is a Certified Annuity Specialist® and award-winning writer focused on demystifying annuities and other financial topics. Her expertise has been featured in prominent publications including Yahoo! News and CNET, and in 2023, her Guide to Financial Literacy for First-Generation Americans and Immigrants was recognized with a Platinum Award from the DotCOMM awards. Jennifer is proud to be a member of both the National Association for Fixed Annuities and the National Association of Insurance and Financial Advisors.
To learn more about Jennifer, visit:
Website: https://www.annuity.org/
Twitter: https://twitter.com/Annuity_Org
Facebook: https://www.facebook.com/AnnuityOrg/
YouTube: https://www.youtube.com/channel/UC8NgGEphxswXI1j8w66c3lA
To learn more, visit:
https://www.linkedin.com/in/margueritacheng/
Listen to more episodes on Mission Matters:
https://missionmatters.com/author/Marguerita-Cheng
During this episode, Lawrence answers the following questions:
Lawrence Delva-Gonzalez is the owner of The Neighborhood Finance Guy, sharing tips on Budgeting, Cash Flow, Investing, and Building Wealth. Along with his wife, he proved that it’s possible to go from zero assets and over $120,000 of student loan debt to millionaires in less than 10 years. The best part is that he shares all the tips on the way.
To learn more about Lawrence, visit:
www.theneighborhoodfinanceguy.com
https://www.instagram.com/theneighborhoodfinanceguy
To learn more, visit:
https://www.linkedin.com/in/margueritacheng/
Listen to more episodes on Mission Matters:
https://missionmatters.com/author/Marguerita-Cheng
In this episode, Joy addresses the following questions:
Joy Loverde has a reputation for being a path carver and visionary.
She is a keynote speaker, consultant, and author of the best-seller The Complete Eldercare Planner and Who Will Take Care of Me When I’m Old? She has been quoted in the Wall Street Journal, TIME, Money, New York Times, and Psychology Today among many others. Interviews include the TODAY Show, Good Morning America, and NPR.
Critics hail her work as “illuminating, eye-opening, and required reading for everyone over 40.”
Visit her website at https://elderindustry.com
To learn more about Joy, visit:
Email: [email protected]
Website: https://elderindustry.com
LinkedIn: linkedin.com/in/joyloverde
Facebook: facebook/joyloverde
Instagram: instagram.com/joyloverde
Pinterest: www.pinterest.com/joyloverde
YouTube: www.youtube.com/channel/UCZRzSTIqbNFJFL7k2SCU7qA
To learn more, visit:
https://www.linkedin.com/in/margueritacheng/
Listen to more episodes on Mission Matters:
https://missionmatters.com/author/Marguerita-Cheng
In this episode, Tony shares insights from his newest book: "The Get Ready! Blueprint: A 52-Week Guide to Changing the Way You Think About Money.
He address the following questions:
Tony Steuer, CLU, LA, CPFFE is an internationally recognized financial preparedness advocate, podcaster, and award winning author. His newest book, The Get Ready! Blueprint: A 52-Week Guide to Changing the Way You Think About Money, presents The Get Ready Method, which he created to empower people to take control of their money while providing a framework for integrating financial products, financial advice and advisors.
The Get Ready Method provides a framework for integrating financial products, financial advice and advisors. He is also an Advisor at Paperwork and Dingo Technologies. Meanwhile, he is a member of the ThinkAdvisor’s LUMINARIES Class of 2022 as a Finalist in Thought Leadership & Education. He served as a long term member of The California Department of Insurance Curriculum Board as well.
Steuer shares his trailblazing thought leadership on financial wellness as a contributor for ForbesAdvisor, expert content reviewer for Nerdwallet, and a guest/contributor for ABC’s Seven on Your Side, Cheddar TV, New York Times, the Washington Post, Fast Company, Chicago Tribune, CNBC, and Fox Business News. His podcast, Get Ready Money Podcast, is another way to absorb his expertise.
Steuer’s books, including The Get Ready Blueprint, Get Ready! A Step-By-Step Planner for Maintaining Your Financial First Aid Kit, Insurance Made Easy, Questions and Answers on Life Insurance, The Questions and Answers on Life Insurance Workbook, The Questions and Answers on Disability Insurance Workbook and The Questions and Answers on Insurance Planner, have won numerous awards, including four awards for Excellence in Financial Literacy Education. His books are used in college courses, financial planning certification courses, insurance agency training and financial planning firm resource libraries.
Financial Preparedness Advocate & Author (check out my books here)
https://www.tonysteuer.com/books/
Let’s change the way we think about money!
www.tonysteuer.com
To learn more, visit:
https://www.linkedin.com/in/margueritacheng/
Listen to more episodes on Mission Matters:
https://missionmatters.com/author/Marguerita-Cheng
The podcast currently has 21 episodes available.