Wallet Street with Charlotte

It’s that time of year again where the sales are endless and spending can easily run away from us. Trying not to let this year get out of hand? Listen for some tips on how to improve spending awareness. 

To send in your question or share a comment, send an email to Charlotte at [email protected].

You can also join the Wallet Street for Women group community chat by emailing Charlotte at [email protected] to be added.

You can follow me, Charlotte Guy, on LinkedIn for more confidence building money insights or subscribe to the newsletter at walletstreetpod.com/subscribe

Listen on Apple, or Spotify.

Disclaimer: Opinions are my own. The content on the site and in the podcast do not constitute financial, legal, accounting, tax, or investment advice. Content is for educational purposes only. Past performance is not a guarantee of future results.

I answered a listener's question around how much is needed to start investing. You might be surprised by the answer. Listen to learn how to think about starting investing

To send in your question or share a comment, send an email to Charlotte at [email protected].

You can also join the Wallet Street for Women group community chat by emailing Charlotte at [email protected] to be added.

You can follow me, Charlotte Guy, on LinkedIn for more confidence building money insights or subscribe to the newsletter at walletstreetpod.com/subscribe

Listen on Apple, or Spotify.

Disclaimer: Opinions are my own. The content on the site and in the podcast do not constitute financial, legal, accounting, tax, or investment advice. Content is for educational purposes only. Past performance is not a guarantee of future results.

There’s only 8 weeks left in the year! Does that induce panic? If not, don’t fear. This episode, we talk through how to not give up on those financial goals we set for ourselves in 2023 and how we can still accomplish some of them. I’ll walk you through some tips and tricks on how to prioritize those money tasks you’ve been meaning to tackle and how to actually get them done before the end of the year. 

To ask a question or share a comment, send an email to Charlotte at [email protected]. 

You can also join the Wallet Street for Women group community chat by emailing Charlotte at [email protected] to be added. 

You can follow me, Charlotte Guy, on LinkedIn for more confidence building money insights or subscribe to the newsletter at walletstreetpod.com/subscribe

Listen on Apple, or Spotify.

Disclaimer: Opinions are my own. The content on the site and in the podcast do not constitute financial, legal, accounting, tax, or investment advice. Content is for educational purposes only. Past performance is not a guarantee of future results.

It’s Halloween! And it’s an excellent time to try being your future self for the day. We go through how to define your future self and how they deal with money. Afterwards, we talk about how Halloween can be a day to encourage stepping into the shoes of your future self. If you were to be your future self, how would they deal with a bill that comes in the mail? What would they spend their money on? Having this north star can help guide your money decisions and habits. 

For more money insights, follow Charlotte Guy on LinkedIn at https://www.linkedin.com/in/charlotte-guy/ or subscribe to the newsletter at www.walletstreetpod.com/subscribe

Email questions and comments at [email protected].

Disclaimer: Opinions are my own. The content on the site and in the podcast do not constitute financial, legal, accounting, tax, or investment advice. Content is for educational purposes only. Past performance is not a guarantee of future results.

Do these sound familiar when you think about your personal finances? Shame, embarrassment, overwhelmed, dumb? If so, then this episode is for you. We’ll go over why we feel this way and how we can re-frame our thinking.

I’d love to hear from you! Email [email protected] with your questions and comments.

Disclaimer: Opinions are my own. The content on the site and in the podcast do not constitute financial, legal, accounting, tax, or investment advice.

Did you know that there are 3 tools that you already use day to day that can help with your personal finances? I’ll walk you through how I use these tools and how you can apply them to your own money management.

I’d love to hear from you! Email [email protected] with your questions and comments.

Disclaimer: Opinions are my own. The content on the site and in the podcast do not constitute financial, legal, accounting, tax, or investment advice.

Ann Koppuzha (Founder, Powerhouse Strategy) shares what you should invest in when starting your business. Plus, we talk about: 

-How finding product-market fit is the foundation for your business

-3 key questions you should ask yourself when deciding between DIY vs outsourcing a task

-What is the Entrepreneur’s Scorecard and how to value your time

-How to figure out validating your idea

-When to use pre-made legal templates vs custom templates (Note: In a listener poll, listeners said they wish they had known more about legal before starting their business) 

Ann has several free resources for budding entrepreneurs, including an elevator pitch guide, a business plan template, and resources for starting your business. Check it out at powerhouse-legal.com/resources.

You can find more about Ann at @powerhousestrategy and @powerhouselegal on Instagram. 

Other links mentioned:

-Ann’s recommendation: Tribe of Mentors by Tim Ferriss 

-Charlotte’s recommendation: Succession (HBO)

-Amy Porterfield (@amyporterfield)

-Pat Flynn (@patflynn)

-Jenna Kutcher (Goal Digger Podcast)

-The Mom Test by Rob Fitzpatrick

-Behind Her Empire

Disclaimer: Opinions are my own. The content on the site and in the podcast do not constitute financial, legal, accounting, tax, or investment advice.

It’s another crossover episode with Not So Silent Reading! This week we read Chris Bailey’s new book How To Calm Your Mind.

-What is a dopamine fast?

-Which activities are you doing that overstimulate you the most?

-Why do our minds get burnt out?

Listen on Apple, or Spotify.

Disclaimer: Opinions are my own. The content on the site and in the podcast do not constitute financial, legal, accounting, tax, or investment advice.

Eryn Schultz (founder of Her Personal Finance) identifies 3 financial mistakes you could be making and how to fix them. Plus, we talk about credit card debt, sitting on too much cash, rolling over 401ks, and investing when you don’t know where to start.

-3 money mistakes you could be making and tangible actions to fix them

-What to do if you find yourself in credit card debt and unwinding the shame around it

-What to do if you’re feeling stuck about investing or rolling over 401ks

-What Eryn wish she had known in her 20’s and what she’s still learning about today

Find out more about Eryn and Her Personal Finance:

Instagram: @her.personal.finance

LinkedIn: Eryn Schultz

herpersonalfinance.com

10 week bootcamp

Other links mentioned:

-Eryn’s recommendation: Tomorrow Tomorrow and Tomorrow by Gabrielle Zevin

-Charlotte’s recommendation: In Order To Live by Yeonmi Park

-The Simple Path to Wealth

-Bogleheads forum

-Money with Katie

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Disclaimer: Opinions are my own. The content on the site and in the podcast do not constitute financial, legal, accounting, tax, or investment advice.