Financially Intentional

Naseema McElroy
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Feb 14, 2023 • 12min

Socially Responsible Investing, Making Changes at a Local Level - Expert Edition Episode 11 (Classic Episode)

Send us a textIn this episode, Marie Thomasson of Modern Assets is back to discuss how to invest socially responsibly in the easiest way. This might be a bit surprising and obvious at the same time, but we discuss in detail how this very important step that could often be forgotten can be a way to invest for you and your community. We cover:The cheapest method in investing What other elections need our investment of timeHow your vote can impact change not just on a national level, but on a local levelWhat are some red flags for those running for officeStay connected:Be one of the founding members of Greenwood Bank, apply hereLearn more about Marie by visiting her website---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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Feb 9, 2023 • 36min

Unlearn And Relearn - Episode 12

Send us a textMost of us weren’t taught about money in school and some concepts can be confusing. Dwayne breaks down concepts in an easy to digest format, through music. On his YouTube channel the Stock Market is Made Simple. Dwayne Tucker is just a regular guy who loves the stock market and hip hop. He decided to combine finance and hip hop to be the change he wanted to see. Follow Dwayne on YouTube---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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Feb 7, 2023 • 25min

Socially Responsible Spending Gets Tricky - Expert Edition Episode 10 (Classic Episode)

Send us a textMarie Thomasson of Modern Assets is back to discuss how we can be more conscious about our spending and how retailers with bad labor and business practices have made it too easy for us to check for alternatives. But everyone has to be aware that where they spend is a conscious moral decision of approving or not what these businesses do. We cover:The dark side of the biggest retailers business practices and their impact to society Having your values reflect how you spend and whereAlternatives to buying from these big retailers to those with better business practicesIf unavoidable, how to still buy from these with the least negative impactStay connected:Be one of the founding members of Greenwood Bank, apply hereLearn more about Marie by visiting her website---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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Feb 2, 2023 • 31min

From nursing student to Forbes 30 Under 30 in two years - Episode 11

Send us a textWhat did you do at the height of covid? This nurse turned her unique study skills into a full fledged business.Stephanee Beggs is a content creator, influencer, professor teaching pharmacology, and emergency room nurse. She unintentionally became viral on social media for her quick, concise educational tools that led to the creation of RNExplained, Inc. . I believe in hustling while I can. I’m not married and I don’t have any children yet, so my hobbies have become my side hustles.Follow RNExplained on:TikTok - https://www.tiktok.com/@stephbeggInstagram - https://www.instagram.com/stephaneebeggs/?hl=en---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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Jan 31, 2023 • 19min

Buy Nothing Groups - Expert Edition Episode 9 (Classic Episode)

Send us a textIn this episode, Marie Thomasson of Modern Assets and I discuss Buy Nothing Groups and our experiences in both giving and receiving from these groups. This can be a huge tool we can use to either save or give back to our society for things we could have thrown out. We cover:What are Buy Nothing GroupsOur experience in saving by joining these groupsHow you can also give back to help othersThe geographic nature of groups and how to find themLearn more about Marie by visiting her website---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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Jan 26, 2023 • 41min

Taking Stock of Your Life and Money - Episode 10

Send us a textWhat if you spent the greater part of your life studying and training to be a doctor only to find out, medicine isn’t for you? Our guest Jordan Grumet aka Doc G, shares how he unintentionally found his way to financial independence. He discusses the lessons he’s learned about life and what really matters inspired by his years as a hospice doctor. Learn about how he was able to turn his career into a passion so that retirement is truly optional. About our guest:Jordan Grumet was born in Evanston, Illinois in 1973. His interest in becoming a doctor was ignited when his father, an oncologist, died unexpectedly in the prime of life. This profound loss not only inspired him to practice medicine, it has given him a unique perspective as a financial expert, challenging him to think deeply and critically about concepts like wealth, abundance, and financial independence.After graduating from the University of Michigan, Jordan received his medical degree from Northwestern University, and began practicing Internal Medicine in Northbrook, Illinois. He currently is an associate medical director at Journeycare Hospice.After years of blogging about financial independence and wellness, Jordan launched the Earn & Invest podcast in 2018. In 2019 he received the Plutus Award for Best New Personal Finance Podcast and was nominated in 2020 and 2021 for Best Personal Finance Podcast of the year. His book, Taking Stock: A Hospice Doctor’s Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life was published by Ulysses Press in August 2022.---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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Jan 24, 2023 • 38min

When should you start planning for Long Term Care? - Expert Edition Episode 8

Send us a textHave you created a plan for when you eventually need assistance with everyday activities and are unable to care for yourself for a long period of time? It's best to start considering long term care insurance when you're relatively young and healthy, as this will help you secure a lower premium rate. Generally, the younger and healthier you are, the more cost-effective and suitable the policy is likely to be. I was always under the assumption that I should purchase a policy somewhere in the age range of my mid-50s to mid-60s but Dr. Jay burst my bubble. He also got me thinking about what I would do about my father if he needed this assistance. Looks like I’ll be long term care insurance shopping. I’ll start with this link provded by Dr. Jay. And because 2022 was a good year for Dr. Jay he is offering limited spots to ask him your financial questions FOR FREE. Act now because there are only a few spots and they are first come first serve.About our expert:Dr. Jay Zigmont, CFP®, and his wife are Childfree and live in Water Valley, MS. He has a Ph.D. in Adult Learning from the University of Connecticut and is a CERTIFIED FINANCIAL PLANNER™ and Childfree Wealth Specialist. He is the founder of Childfree Wealth, a life and financial planning firm specializing in helping Childfree Individuals and the author of “Portraits of Childfree Wealth”.He has been featured in Fortune, Forbes, MarketWatch, Wall Street Journal, New York Times, Business Insider, CNBC, and many other publications.Get your 15 day free trial to the Childfree Wealth Self-Directed Financial Planning SystemVisit Childfree Wealth ---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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Jan 19, 2023 • 44min

Househacking and Side Hustling to Financial Freedom - Episode 9

Send us a textMeet Andre, the man behind the Millennials Next Door. He is financial advisor that walks the walk. He has found creative ways to generate multiple streams of income and cut his living expenses so that work is optional. He is a graduate of the school of hard knocks and has  learned and educated form his mistakes. Get started investing in REITs with Andre’s  FREE Guidebook. About our guest: Andre Albritton specializes in providing financial advising and education to graduates from all Historically Black College or University. He graduated from Florida A&M University in 2011 where he fell in love with the family environment and grew professionally. He uses his expertise to help HBCU graduates to take a holistic look at their life goals and craft a plan along with them to maximize their financial potential, not only for today but for future generations. He typically assists people who have experienced success in life and in their careers and businesses. They have been saying they will get their finances in order but only accumulated a financial "junk drawer", of sorts. His process involves providing clarity, creating an organizational system, identify inefficiencies and opportunities to achieve balance, protect their assets and grow wealth efficiently to provide them more options to enjoy every chapter of their life.---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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Jan 17, 2023 • 48min

Don’t Wait Until You Have An “Estate” To Plan - Expert Edition Episode 7

Send us a textPortia Wood, Esq our Estate Planning expert joins us to discuss why estate planning is important for every adult. Learn the three aspects of estate plans that are a must. Understand the difference in using AI generated estate plans versus working with an estate planning attorney. Estate planning is an important step in making sure that your wishes for the future are clearly put in writing. That way, your wishes will be followed no matter what happens. You also want to make sure that your beneficiaries are informed and that they understand how to access your assets after you pass away.Access Wood Legal Group’s Resource Library For FREEAbout Our Expert: ​​Portia works tirelessly to help people protect their assets and provide for the transfer of resources and values to their families. She helps clients avoid probate, save on taxes, protect their hard-earned savings and preserve wealth at the generational transfer. She concentrates in the areas of Legacy Wealth Planning and asset protection planning.---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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Jan 12, 2023 • 1h 7min

How To Graduate College Debt-Free With Money In Your Pocket - Episode 8

Send us a textWorried about paying for college for your kids? Imagine if they not only had school fully paid for but graduated with a nest egg already in place. Chris shares how his Debt Free Degree Triangle makes this possible. About our guest:Chris Corinthian has worked for over 15 years in higher education in the areas of financial aid and financial literacy. After working with thousands of students, he realized that there were specific steps that students did to receive multiple scholarships and graduate debt-free. Unfortunately, there were also students who did not know this information and dropped out of school because they did not have enough money to complete college. Chris is on a mission to stop the national student loan debt from rising by showing students the blueprint to not only graduate debt-free but also show them how they can have money in the bank when they walk across that stage at graduation. Through teaching the principles of financial literacy, he walks high school students and current college students through a three-step framework on how to “find the money, budget the money, and grow the money” to pay for school.Check out Chris’s bookGet a free chapter from the bookResources mentioned:Taco Bell Live Mas ScholarshipRaise.meSchollyClep examsSupport 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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