Financially Naked

The Financial Gym
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Aug 30, 2023 • 43min

Diversity, Equity, Inclusion & Belonging: Family Planning

Welcome back to Financially Naked: Stories from The Financial Gym. This week's episode is another in our Diversity, Equity, Inclusion, and Belonging series. Our host is Rachel Adaline, joined by The Gym's very own Alicia Lazarto. Today's topic shapes countless lives —family planning. Alicia has navigated the path of raising two college-aged sons while skillfully steering the financial ship in her household. Together, they'll explore insights and tips for finding balance amidst the whirlwind of parenting, focusing on community, financial health, and self-care. For more details check out our show notes here! If you want to work with a Certified Financial Trainer to help navigate your finances, schedule a free warm-up call today! If you have any ideas or questions for the show, send an email to trainerpodcast@fingyms.com. Resources Financially Naked: Estate Planning Financially Naked: Teaching Financial Literacy to Kids Financially Naked: Communicating with Your Partner about Money Meet The Team Meet Rachel Adaline, Human Resources Manager Meet Alicia Lazarto, Chief Operations Officer
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Aug 23, 2023 • 32min

What's the Home Buying Process? with Kylie & Sam

On this episode of Financially Naked: Stories from The Financial Gym, our hosts are Kylie and Sam, two Certified Financial Trainers at The Financial Gym. One of the most common goals among clients at The Gym is home ownership, so today we're diving into the basics of the home buying process. As Financial Trainers and prospective homeowners, Sam and Kylie will guide you through finding the right realtor, getting preapproval, and navigating the journey to closing. Whether you're a first-time buyer or looking to move, these practical tips and insights will help you make your home buying dreams a reality! For more details check out our show notes here! If you want to work with a Certified Financial Trainer to help navigate your finances, schedule a free warm-up call today! If you have any ideas or questions for the show, send an email to trainerpodcast@fingyms.com. Resources NerdWallet Mortgage Calculator Everything you need to know: The Home Buying Experience An Intro to First-Time Homebuyer Programs 4 Unexpected Costs of Home Ownership Meet The Trainers Meet Sam Cash, Level 2 Certified Financial Trainer Meet Kylie Lipinski, Level 2 Certified Financial Trainer
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Aug 16, 2023 • 37min

Sinking Funds Gymsplained with Catriona & Sara W

This episode of Financially Naked: Stories from The Financial Gym is hosted by Catriona and Sara W, two Certified Financial Trainers at The Financial Gym. Today, they're shedding light on the power and potential of sinking funds. What are sinking funds, and why are they important in your financial journey? They explore the different strategies for setting up sinking funds and discuss the best places to save them. They'll share practical tips on allocating your funds wisely, whether you're saving for that dream vacation, a summer camp for the kids, or your car expenses. They'll show you how sinking funds can be a game-changer in helping you achieve your long-term financial goals and be a flexible and effective tool to confidently navigate your various savings goals. For more details check out our show notes here! If you want to work with a Certified Financial Trainer to help navigate your finances, schedule a free warm-up call today! If you have any ideas or questions for the show, send an email to trainerpodcast@fingyms.com. Resources Financially Naked 183: Garrett & Sam Gymsplain Emergency Savings Why You Need a Sinking Fund & How to Set it Up Upstart.com - Learn About Sinking Funds Time - Sinking Fund: What Is It, Types & How to Set One Up Meet The Trainers Meet Catriona Williams, Level 2 Certified Financial Trainer Meet Sara Willi, Level 2 Certified Financial Trainer
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Aug 2, 2023 • 30min

How do I Start Investing? With Jenny and Tina

On this episode of Financially Naked: Stories from The Financial Gym, our hosts are Jenny and Tina, two Certified Financial Trainers at The Financial Gym. They're tackling a topic that can seem intimidating but holds incredible potential: investing. Investing isn't just for the wealthy or the financial gurus. It's a strategy that can help anyone grow their money and achieve their financial goals. Whether you're looking to save for retirement, buy a home, or fund your dreams, investing is a key step on your journey. In this episode, they'll break down the basics of investing, demystifying terms like stocks, bonds, and asset allocation. They'll discuss the importance of setting clear goals to make informed investment decisions and how to get started even if you're brand new! For more details check out our show notes here! If you want to work with a Certified Financial Trainer to help navigate your finances, schedule a free warm-up call today! If you have any ideas or questions for the show, send an email to trainerpodcast@fingyms.com. Resources Investing 101 (Part 1) Investing 101 (Part 2) Investing 101: What are Investment Markets? BFF Approved Retirement Accounts BFF Approved Investing Accounts Meet The Trainers Meet Tina Hang, Level 3 Certified Financial Trainer
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Jul 26, 2023 • 26min

Estate Planning with Rachel & Lillie Nkenchor

On this episode of Financially Naked: Stories from The Financial Gym, our host is Rachel Adaline, HR Manager at The Financial Gym. Our special guest today is Lillie Nkenchor, an experienced estate planning professional with over 14 years of expertise in the field. In this episode, we're shedding light on the sensitive but important topic of estate planning. Many of us may have heard the term before, but what exactly is it? Do you need to be rich to have an estate plan? When should you consider hiring a professional to assist you with this process? And what are the common challenges that arise when it comes to estate planning? Lillie is here to share her vast knowledge and insights, as she has dedicated her career to helping others navigate the complexities of estate planning. We'll discuss the basics surrounding this essential aspect of personal finance, providing you with advice and actionable steps to protect your assets and ensure a smooth process for your loved ones. For more details check out our show notes here! If you want to work with a Certified Financial Trainer to help navigate your finances, schedule a free warm-up call today! If you have any ideas or questions for the show, send an email to trainerpodcast@fingyms.com. Resources Lillie's Newsletters Basic Estate Planning Documents Connect with Lillie Website: www.lillienkenchor.com Instagram: @lillie_nkenchor_pc Linkedin: Lillie N. Nkenchor, Esq., LL.M. Meet The Team Meet Rachel Adaline, Human Resources Manager
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Jul 19, 2023 • 28min

Teaching Financial Literacy To Kids with Chelsea Sarae Addison & Jazmin

On this episode of Financially Naked: Stories from The Financial Gym, our host is Jazmin Higgins, Level 2 Certified Financial Trainer. Today, we have a special episode focused on an essential aspect of financial education: teaching kids about money. Joining us is a phenomenal guest who has dedicated herself to this cause, Chelsea Sarae Addison. She is an author and advocate for financial literacy, and she's here to talk about her new book, Savannah's Savings Jar. Savannah's Savings Jar is more than a children's book. It's a powerful tool that harnesses the magic of storytelling to impart invaluable lessons about money to kids and adults. Sarae's book invites us all into the captivating world of Savannah and her friends, who are here to share their lessons. For more details check out our show notes here! If you want to work with a Certified Financial Trainer to help navigate your finances, schedule a free warm-up call today! If you have any ideas or questions for the show, send an email to trainerpodcast@fingyms.com. Resources Can a Children's Book Change The World?: Ted Talk by Linda Sue Park Greenlight: Debit Card for Kids & Teens Teachers Pay Teachers Financial Literacy Worksheets Connect with Sarae Buy the book & get notified for pre-orders: Savannah's Savings Jar Instagram: @Chelseasarae LinkedIn: Chelsea Sarae Addison Meet The Trainer Meet Jazmin Higgins, Level 2 Certified Financial Trainer
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Jul 12, 2023 • 35min

Garrett & Sam Gymsplain Emergency Savings

Life throws curveballs when we least expect them, and having a safety net can make all the difference. But what exactly is an emergency fund, and why should you have one? We'll break it down in simple terms and show you how these funds can be your financial cornerstone in times of crisis. This episode of Financially Naked: Stories from The Financial Gym is hosted by two Certified Financial Trainers, Garrett and Sam, and they are here to Gymsplain Emergency Funds. From unexpected medical bills to car repairs that catch you off guard, having an emergency fund is crucial. Garrett and Sam will guide you through the process of determining the right amount to save based on your budget, where to keep your emergency fund, and discuss saving vs. paying down debt. For more details check out our show notes here! If you want to work with a Certified Financial Trainer to help navigate your finances, schedule a free warm-up call today! If you have any ideas or questions for the show, send an email to trainerpodcast@fingyms.com. Resources BFF Approved High-Yield Savings Accounts When Should You Use Your Emergency Fund How to Save Your First $1000 in Emergency Savings How to Build an Emergency Fund and Why You Need One Meet The Trainers Meet Garrett Faulconor, Level 3 Certified Financial Trainer Meet Sam Cash, Level 2 Certified Financial Trainer
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Jul 5, 2023 • 41min

Financial Mythbusting with Catriona & Jenny

On this episode of Financially Naked: Stories from The Financial Gym, our hosts are Jenny and Catriona, two Certified Financial Trainers at The Financial Gym. In this episode, they're taking on the role of mythbusters as they tackle common financial myths. With so much personal finance advice out there, it's hard to know what to listen to. It's time to separate fact from fiction and debunk the misconceptions that often hold us back from achieving financial success. From the belief that one-size fits all advice works for everyone, to the notion that credit cards are always bad, we'll challenge these myths and provide you with the tools and knowledge to make informed financial decisions. For more details check out our show notes here! If you want to work with a Certified Financial Trainer to help navigate your finances, schedule a free warm-up call today! If you have any ideas or questions for the show, send an email to trainerpodcast@fingyms.com. Resources Annualcreditreport.com - To check your credit report Investopedia - Investing, retirement, savings, some more complex strategies NerdWallet - Comparisons for smart financial decisions BankRate - To Compare rates and crunch numbers Meet The Trainer Meet Catriona Williams, Level 2 Certified Financial Trainer
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Jun 28, 2023 • 29min

Diversity, Equity, Inclusion & Belonging: Pride Month with The Debt Free Guys

On this episode of Financially Naked: Stories from The Financial Gym, our host is Rachel Adaline, HR Manager at The Financial Gym, and she is joined by David Auten and John Schneider, hosts of The Queer Money Podcast. They are personal finance authors, bloggers, and speakers for DebtFreeGuys.com with over thirty-five years of combined experience in finance. The Financial Gym has a Diversity, Equity, Inclusion, & Belonging (DEIB) Program. To share that internal program with the community, this show's last episode of each month is dedicated to a financial topic with a DEIB twist. Today, we're diving into a topic close to our hearts: Queer finance and serving the LGBTQIA community. We understand the unique financial challenges and opportunities faced by queer individuals. In this episode, we'll discuss the origins of The Queer Money Podcast, affordable places to live for the LGBTQIA community, and the importance of inclusive financial resources. For more details check out our show notes here! If you want to work with a Certified Financial Trainer to help navigate your finances, schedule a free warm-up call today! If you have any ideas or questions for the show, send an email to trainerpodcast@fingyms.com. Resources 7 Ways LGBT Personal Finances is Different Pride Month Resources Find a Pride The Economic Case for LGBT Equality Connect with David and John Podcast: Queer Money Podcast Instagram: @queermoneypodcast YouTube: Debt Free Guys Meet The Team Meet Rachel Adaline, Human Resource Manager
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4 snips
Jun 21, 2023 • 36min

How Can I Set Myself Up For Financial Success After Graduation

Graduating college is an exciting albeit scary time as you officially step into adulthood. There is so much we don't know when we graduate, not just about finances, but about ourselves and what we actually want in our life. This is especially true for folks who graduate in their early 20s. On this episode of Financially Naked: Stories from The Financial Gym, our hosts are Kadri and Juan, two Certified Financial Trainers and they are here to talk about advice for new graduates. They have both walked the path of college graduation, each with their own set of challenges and triumphs, and worked with many clients in similar situations. Today, they're here to share personal stories and valuable advice to help new grads navigate post-graduation life, get financially healthy, and set up for long-term financial success. For more details check out our show notes here! If you want to work with a Certified Financial Trainer to help navigate your finances, schedule a free warm-up call today! If you have any ideas or questions for the show, send an email to trainerpodcast@fingyms.com. Resources Financially Naked YouTube Series Should I Live at Home or Move Out After Graduating I Will Teach You To Be Rich by Ramit Sethi The Psychology of Money by Morgan Housel How To Get Rich on Netflix Money Management Apps: Mint & Tiller Meet The Trainers Meet Kadri Augustin, Level 3 Certified Financial Trainer Meet Juan Valeriano, Level 2 Certified Financial Trainer

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