Financially Intentional

Naseema McElroy
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Apr 20, 2023 • 39min

The Investing Tool You Need - Episode 22

Send us a textFed up with a lack of tools to make keeping up with his portfolio easier, Ulrich started Ziggma. Ziggma is designed to help investors stay in control of their portfolios and on track to reach investment objectives.When changes are due to be made, Ziggma helps investors make smart choices with the goal to maintain a well-diversified portfolio.About Our Guest: Ulrich in an investor by conviction. He loves the fact that the stock market allows him to own shares in great companies, which in turn create value for him. He has invested ever since starting his university education at Georgia Southern University in Statesboro where he earned an economics degree. After getting a Masters degree at Georgia State University he moved to France with his wife, where he started a career as a financial analyst at Cohen & Company. He then went on the create Ziggma and continues on his mission to make investing easier.Check out Ziggma and use coupon code: FI23 for 50% for the first 3 monthsSupport the show---Please join me here, and follow me on social media, Instagram, and Facebook.Need help getting started on your path to financial freedom? Start Here Join the Financially Intentional Community Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. Get my book Smart Money
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Apr 18, 2023 • 20min

Dying with Zero - Expert Edition Episode 20 (Classic Episode)

Send us a textIn this episode, we talk about leaving a legacy for your children they can benefit from throughout their life not just after you pass.  We discuss: InheritanceCollege fundingDown payment assistanceNot sacrificing your own retirement to help your childrenCheck out the article referenced CEO: Why I'm giving my kids money now—and not in my willSupport the show---Please join me here, and follow me on social media, Instagram, and Facebook.Need help getting started on your path to financial freedom? Start Here Join the Financially Intentional Community Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. Get my book Smart Money
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Apr 13, 2023 • 51min

Building a Mission-Focused Business from the Ground Up - Episode 21

Send us a textRebecca makes research on childbirth publicly accessible. An entrepreneur for 10 years, she’s been making a living off her company for 6 years. She shares how starting a continuing education business allowed her and her husband to achieve total independence from outside employers.Make sure to check out my episode on the Evidence Based Podcast. Get these Pocket Guides while they are available as they sell out fast. About Our Guest: Rebecca Dekker, a nurse with her PhD, is the founder and CEO of Evidence Based Birth® and the author of “Babies Are Not Pizzas: They’re Born, Not Delivered!” Previously, Dr. Dekker was an Assistant Professor of Nursing at the University of Kentucky. In 2016, she left academia to focus full time on the mission of Evidence Based Birth.® Dr. Dekker and her truly diverse remote team are directly creating positive change for health care workers and parents -- by boldly making the research evidence on childbirth publicly accessible. And their Evidence Based Birth® podcast just surpassed 4.5 million downloads! Dr. Dekker and Team EBB are committed to creating a world ok in which all families have access to safe, respectful, evidence based, and empowering care during pregnancy, birth, and postpartum.Support the show---Please join me here, and follow me on social media, Instagram, and Facebook.Need help getting started on your path to financial freedom? Start Here Join the Financially Intentional Community Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. Get my book Smart Money
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Apr 11, 2023 • 19min

Fight Lending Discrimination - Expert Edition Episode 19 (Classic Episode)

Send us a textBanking distrust dates back to the 1800s. If you feel there is any chance you are facing unfair treatment while applying for loans, particularly mortgages here are your tools to proactively advocate for yourself. We discuss: Historical MistrustProfessional discretion that may not lean in your favorScrutinizing the Truth in Lending StatementAlways ask “Is This the best you can do”Join the Virtual Baby Shower here!Support the show---Please join me here, and follow me on social media, Instagram, and Facebook.Need help getting started on your path to financial freedom? Start Here Join the Financially Intentional Community Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. Get my book Smart Money
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Apr 6, 2023 • 35min

Money Activism - Episode 20

Send us a textAugustus teaches us how to build financial confidence through engaging with financial information regularly through his platform ShareScoops. The inaccessibility of financial information builds our psychological barriers around financial action. The world needs more context on the economy to understand how to make informed decisions about their job, home, savings, and spending.Take advantage of the opportunity to become an early investor in ShareScoopes. They are fundraising so their community and users can invest in their company alongside our other backers for the next month. Anyone can invest in our company and take part in our growth in shares as small as $100 by April 24th.Join their newsletter and app waitlist for daily news bites to feel informed on the economy and companies impacting your lives.About Our Guest: Augustus is the Founder & CEO of Share Scoops, the world’s first money activism platform, delivering accessible news and resources to inform your money decisions and keep a pulse on companies impacting your life. A 2x startup founder and former Wall Street portfolio manager, Augustus proudly comes from a small-town landscaping family that understands financial insecurity. Share Scoops aims to build a more inclusive and sustainable economy by making the financial world more accessible.Join the Virtual Baby Shower here!Support the show---Please join me here, and follow me on social media, Instagram, and Facebook.Need help getting started on your path to financial freedom? Start Here Join the Financially Intentional Community Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. Get my book Smart Money
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Apr 4, 2023 • 26min

Tax Time Countdown: Essential Tips for Last-Minute Filers - Expert Edition Episode 18

Send us a textAbout our expert: Atiya S. Brown aka The Savvy Accountant is a CPA, CA and a Certified Financial Educator Instructor. She is dually licensed in both Canada and the USA as a Certified Public Accountant. She has over 18 years of experience in the accounting/finance world.She is the owner of The Savvy Accountant® where she is savvy at solving tax issues for her #SavvyFamily aka clients. She has, to date, saved them over $7MM in tax savings with her tax strategy plans and tax help since 2021.She has a goal of saving her #SavvyFamily aka clients $1 Billion in tax savings! She has a special place in her heart for women-led service-based businesses. She has worked with the real estate industry and works a lot with agents and investors.Prior to that she worked for 5 years at a Big 4 Accounting Firm before she went onto work in the Financial Services industry. She attended The John Molson School of Business (JMSB) in Montreal, Canada for both undergrad and graduate studies. She finished top 5 in her graduating class before completing the Chartered Accountancy examination to become a CPA, CA.She has always had an obsession with numbers so she naturally chose accounting, Her passion for tax came about at the age of 20 when she was recruited to join a team of 3 and represent her university to compete against other schools across the country. Her team was able to finish third place in all of Canada their first year competing in the case competition. Her love for tax strategy grew from there, she loves figuring out each unique situation and how to best solve its case.Join the Virtual Baby Shower here!Support the show---Please join me here, and follow me on social media, Instagram, and Facebook.Need help getting started on your path to financial freedom? Start Here Join the Financially Intentional Community Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. Get my book Smart Money
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Mar 30, 2023 • 32min

The Real Estate Path to Early Retirement - Episode 19

Send us a textKendra Barnes did all the right things, getting the degrees and landing that good government job. However, she knew there was more to life. After attending a party and playing the game CashFlow the world of real estate became a reality for her. Learn how she was able to retire in her 30s through real estate and how she is helping others do the same. Check out Acres: Inspiring Stories of 25 Real Estate Investors Who Are Normalizing Black Wealth One Acre at a Time and join her Facebook group for real estate investing resources and to engage with people making big moves in real estate investing.About Our Guest:Kendra Barnes is a full-time Real Estate Investor, founder of The Key Resource and author of Acres. Her real estate investments afforded her the ability to retire from the 9-5 life at the age of 32. She created The Key Resource to inspire, empower and educate people about the power of home ownership and Real Estate investment.Her key message to anyone looking to buy a home or a rental property is: “You don’t have to hit the lottery or be left an inheritance to buy property. You can start with what you have right now. You are worthy of wealth.”Kendra was born in Virginia, raised in Texas and went to undergrad at North Carolina A&T State University. She received her Masters in Agricultural Economics from Purdue University.In her spare time she loves thrift shopping, baking gluten-free goodies and spending time with her husband and daughter.Support the show---Please join me here, and follow me on social media, Instagram, and Facebook.Need help getting started on your path to financial freedom? Start Here Join the Financially Intentional Community Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. Get my book Smart Money
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Mar 28, 2023 • 40min

Rebuilding or Starting Your Credit From Scratch - Expert Edition Episode 17

Send us a textOur credit expert Shante Nicole walks you through the steps to establish a strong credit history weather you’ve had a financial set back that took your credit off track or you’re just getting started. She is also hosting a credit challenge and it started yesterday (3/27/23) but she has some spots available just for my podcast listeners and followers, but only if you sign up TODAY!Make sure you follow her and join her Financial Common Cents Facebook group About our expert:Shante Nicole’s passion for serving others has always been at the center of her life.  She is an author, financial educator, certified credit consultant, holds a degree in nursing, and is the founder of her nonprofit organizations: F.A.C.E. (Facing Autism with Children Everywhere), and her latest endeavor, Financial Common Cents.  As if that doesn’t keep her busy enough, she is also a wife and mother of a child with autism.In January 2017, she started an online Facebook community, "Financial Common Cents", whose motto is “Education…Restoration…Liberation”.  It was her mission to empower people to rebuild, restore, and repair their credit.  She also helps individuals devise a consistent plan to manage their finances and their debt.  To date, her “FCC family” has grown to over 102,000 members from over 100 countries. Through her nonprofit organization, Financial Common Cents, she facilitates workshops, online courses, and personalized financial & credit coaching. As a panelist with SunTrust Bank’s onUp Movement, she educates her community on credit, budgeting, and debt management.She’s also the founder of “Kids Making Cents”, a financial literacy program that offers educational products and workshops in the community including schools, churches, and recreational camps.Support the show---Please join me here, and follow me on social media, Instagram, and Facebook.Need help getting started on your path to financial freedom? Start Here Join the Financially Intentional Community Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. Get my book Smart Money
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Mar 23, 2023 • 44min

Passive Income through Digital Products - Episode 18

Send us a textCody has been an entrepreneur from a young age. He learned about the value of passive income early on and was able to reach financial independence in his twenties. Learn how he tried and failed at several side hustles until he discovered digital products and what that has done for his life. Transform your life by learning how to make passive income with digital products with this free eBook.Resources mentioned:Financial Freedom: A Proven Path to All the Money You Will Ever Needby Grant SabatierThe 4-Hour Workweek: Escape 9-5, Live Anywhere, and Join the New Rich by Tim FerrissThe Shockingly Simple Math Behind Early RetirementAbout Our Guest: Cody Berman is the co-founder of Gold City Ventures, co-host of The Financial Independence Show, a real estate investor, and a passive income expert. He reached financial independence at age 25 through a combination of online business, strategic investing, and intentional spending. When he’s not teaching others about passive income, you might find him traveling, working out, or starting a new business venture.Support the show---Please join me here, and follow me on social media, Instagram, and Facebook.Need help getting started on your path to financial freedom? Start HereJoin the Financially Intentional CommunityOh and please subscribe and leave a review on whatever app you're using to stream this podcast.Get my book Smart MoneySupport the show---Please join me here, and follow me on social media, Instagram, and Facebook.Need help getting started on your path to financial freedom? Start Here Join the Financially Intentional Community Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. Get my book Smart Money
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Mar 21, 2023 • 35min

Financial Spring Cleaning - Expert Edition Episode 16

Send us a textHow to prep your finances for the spring. This is a perfect time to check in with your finances. Use this list as a checkoff if you haven’t these things or need to make sure they are working the way you set them up. Come back to this episode during open enrollment or other life changing events like a birth, marriage or move. About our expert:Acquania is a financial coach, freelance writer, and independent life insurance producer with LifeTyme Financial Group, LLC. She is committed to helping people find financial freedom and build wealth. As a financial coach, she equips her clients with "outside the box" finance tips, debt payment plans, retirement planning, and more. With her advice clients are able to meet and exceed their financial and personal goals.Her coaching is individually tailored to address all financial situations. Also, through her finance blog and podcast, The Purpose of Money, she shows women how to invest and save more so they can live a more fulfilling and prosperous life.Acquania's passion for personal finance and investing began when she was in high school and her father gave her a copy of Rich Dad, Poor Dad by Robert Kiyosaki. At 16 years old, Acquania opened a Roth Individual Retirement Account and has been seeking financial independence and early retirement (FIRE) ever since.Schedule a Free Consultation with Acquania---Support the showPlease join me here, and follow me on social media, Instagram, and Facebook.Need help getting started on your path to financial freedom? Start HereJoin the Financially Intentional CommunityOh and please subscribe and leave a review on whatever app you're using to stream this podcast.Get my book Smart MoneySupport the show---Please join me here, and follow me on social media, Instagram, and Facebook.Need help getting started on your path to financial freedom? Start Here Join the Financially Intentional Community Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. Get my book Smart Money

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