Money You Should Ask

House hacker, real estate investor, entrepreneur, financial mentor and podcast creator, Andrew Kerr chats to Bob about the misconception that having a college degree equals success in career, life, and money. Sure, it may give parents bragging rights, but can you have a prosperous life without going to college? Ask Andrew.

After spending six and half years working in banking, Andrew moved into the nonprofit sector. He loved his job but struggled with the low income. Andrew faced a difficult life choice of going back to a job with a six-figure income that he disliked for financial security, or continue to do what he loves and struggle to save. Then he discovered real estate investing and house hacking.

Andrew is the founder of FI by REI, a financial resource aimed to help people with investing in real estate. You can also catch him on the House Hacking Podcast. @fibyrei, @househackingpodcast @fincon

On this weeks episode, Susan Liverpool shares with Bob some of her financial journey as a single mother, registered nurse, poet, author and a creative force. She pulls back the curtain on her childhood on Chicago's Southside. She opens up about the painful realization that as a black child, attempting to have a voice might get you killed, affirmed by the assassination of Martin Luther King. She talks about the struggle of trusting her creative voice and she talks about how she sometimes made financial decisions in opposition of her mothers advice in an attempt to not be like her mom. Her voice is a welcome sound to the conversation of money, creativity and life. Her words and music are not to be missed!

Susan Diane Liverpool is a semi-retired registered nurse, a poet, author and songwriter. She has published Visions, The Little Liverpool Diaries and The Lion & The Porcupine. She has written songs that accompanied her one woman show, Little Liverpool Diaries as well as a soundtrack for The Lion and The Porcupine. Look for it to be a children's musical play in the future. @thelionandtheporcupine, @lionporcupine

On this episode, Bob chats to school teacher and financial blogger, Jamie Griffin. After realizing the $100,000 of combined student loan debt with his wife, created too much stress in their life, and knowing that teaching careers would not make them instant millionaires, Jamie started his first budget to achieve their dream of starting a family. They learned how to budget, made some lifestyle changes and paid off all their debt within 5 years. Jamie created a financial resource called Mr. Jamie Griffin to help other people learn to budget, save, and get debt-free.

Bob and Jamie discuss choosing life purpose and passion over profits. They reinforce the value of becoming intentional with your financial choices, including being deliberate with how you spend and save money. They talk about having 'intentional' conversations with your significant other, even when it's uncomfortable, saving toward common goals, and creating a guilt-free spending account. @mrjamiegriffin

Leisa Peterson, CFP® is a coach, educator, podcast host and founder of WealthClinic and author of the new book "The Mindful Millionaire." Leisa helps people elevate their financial consciousness by realizing their true potential in creating financial security for themselves.

Leisa spent 25 years working in personal finance and real estate development, doing "the right thing" while separately engaging in mindfulness practices, meditations, and instruction in her personal time. After a life-altering experience, she was inspired to connect her finance expertise with her mindfulness practice and chose to leave her role as a Financial Advisor to create a business she was truly passionate about. She now coaches people towards creating abundant lives. She blends practical financial insights with spiritual and mindfulness practices to help clients break free from lack and scarcity, in order to discover their wholeness. These practices focus on the identification and release of self-defeating money fears and limiting beliefs.

Bob and Leisa chat about some of the hurdles people endure when dealing with emotional habits and money, including her own obstacles and successes. @MindfulWealth, @mindfulmillionaire, @leisapeterson, @FinCon

Bob Wheeler & holistic practitioners Laura Matsue & Bernhard Guenther discuss the energy of money and how spirituality and money are interconnected. Laura & Bernhard share their perspective that money is fuel, allowing them to be of service without being drained, financially, or emotionally. They reveal that their journey to a healthy relationship with money was not immediate and not initially on the radar. Listen in as Laura & Bernhard get candid and personal about money, energy & spirituality.

Laura is a registered yoga & meditation teacher, astrologer, & holistic life coach. She has also studied the Compassionate Inquiry Professional Program, a psychotherapeutic approach developed by Dr. Gabor Mate. She works with a wide range of modalities, ranging from Tibetan Buddhism to somatic trauma healing modalities, psychic & esoteric modalities. Learn more about Laura's work at https://lauramatsue.com @lauramatsue

Bernard is a certified Massage & Deep Bodywork® Therapist, Holographic Kinetics practitioner, and Holistic Life Coach. His life journey has lead him to the study & practice of drums/percussion (Percussion Institute of Technology), yoga, Qi Gong, dance, Shamanism, psychology (Institute of Psycho-Structural Balancing), massage & bodywork (Esalen Institute) as well as other various spiritual & ancient esoteric teachings. More about Bernhard's work at https://veilofreality.com/ @veilofreality, @bernhardguenther

Tune into The Cosmic Matrix Podcast hosted by Laura & Bernhard. They talk about various topics relating to spirituality, psychology, self-work, embodiment, & relationships.

David Bennallack joins Bob for a conversation about financial life lessons. David is an Emmy award-winning writer, producer, and news director. David is a two-time recipient of the National Edward R. Murrow award for news reporting. In his 40 year career in local journalism, he has also been honored by the Associated Press in Texas, Ohio, Georgia, Arizona, and New Mexico; as well as the Texas Headliners, Press Club of Dallas, Houston Press Club, Arizona Press Club, and the Society of Professional Journalists.

Bob and David talk about David's lessons learned in creating financial health and overcoming fears around planning for retirement. David also talks about how dreams and goals can change as you get new information. He also shares some practical tips in planning for retirement success. @retirmentsuccess @retiresuccess

Writer, playwright, screenwriter, and founder of the financial blog, Literally Broke, Scarlett McCarthy, chats to Bob about how she now consciously manages her money as a creative artist. In 2019 Scarlett paid off 15k in debt on a 35k salary and became passionate about sharing her financial lessons along the way. And it all started with a simple spreadsheet listing out her debt when she realized that something had to change.

Scarlett is a Los Angeles-bred and Brooklyn-based playwright and financial blogger. Some of her plays include: Bury Me In My Leggings (The Tank, Dixon Place), You Are Glowing (Echo Theater Company, NYU), Girls To The Front (semifinalist for the Fresh Ground Pepper PlayLab and Berkeley Rep. Ground Floor), and her monologue "Consultation" was commissioned by the Echo Theater Company for a collection of monologues aimed at sharing the work of emerging writers with young people. Check out her financial blog, Literally Broke. @literallybrokeblog

In this episode, Bob chats with entrepreneur, Toni Patillo. She is a real estate broker, a motivational speaker, educator, blogger, radio host, positivity influencer, and an all-round mover and shaker.

Toni began her career in production, working for Dick Clark Productions and Motown Records. She advanced into negotiating intellectual property and later in life shifted her attention to negotiating real property, where she founded Toni Patillo & Associates. You can also catch Toni on her radio show, Call Toni: Real Estate Radio Show on AM 1150.

Toni gets personal and real about her past as well as how she remains grounded and positive in her approach to all aspects of life. She talks about the work required to have a relationship with money and to have a positive attitude in life. Toni shares her secret of focusing on the "what" & "why" but not worrying about the "how." @tonipatillo

Every generation gets to anguish over money matters. No matter the age, we all have money questions or money challenges. Millennials are no exception. "What to spend it on?, What is saving? and "How do I avoid student loan debt?" are just a few of the topics we explore on this episode. For the older generation, driving a nice car might seem important but for a millennial, just having a car takes the cake!

Join Joanne Davidson, producer and founder of Happy Harley Productions and her stepdaughter, Madison Hearn, an 18 year old sophomore at Columbia College, as we talk about how we create our own money lessons (wrongly or rightly) based on what we see others doing, including parents and siblings, along with other money mysteries. @HappyHarleyProductions

This week on Money You Should Ask, Make-S**t-Happener, Sophie Triollet joins Bob to talk about the pros & cons of being an independent contractor. We examine having the freedom to choose the work you want, how much you want to work and how much you have to hustle. And trusting that new gigs will continue to come forth.

Sophie Triollet is a digital media consultant, intuitive energy reader, Reiki Tummo Master, pole dancer, performer, aerialist & salsa dancer. Raised in Paris, influenced by years living in California and currently residing in Brussels, Belgium, Sophie shares her personal financial highs and lows from around the world. @sophtrio