Financially Naked

The Financial Gym
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Oct 25, 2023 • 30min

Diversity, Equity, Inclusion & Belonging: Breast Cancer Awareness

October is Breast Cancer Awareness Month. In this episode of Financially Naked: Stories from The Financial Gym, we discuss the intersection of Breast Cancer Awareness Month and the principles of Diversity, Equity, Inclusion, and Belonging (DEIB). Rachel Adaline, HR Manager at The Financial Gym, is joined by Jessica Whorton, a breast cancer survivor. Today, as a Director of Business Development, Jessica champions workplace inclusivity, particularly regarding disabilities and cancer survivors. She draws from her experiences to advocate for a more equitable and compassionate professional world. Jessica recognizes humor's incredible healing power. She shows us that even in the most challenging moments, laughter can be a powerful tool, reducing stress and creating connections that bridge the gap between patients, families, and caregivers. Her positivity, humor, and unwavering determination make her a beacon of light. Join us as we explore her remarkable journey, the history and importance of Breast Cancer Awareness Month, and how we can create a more welcoming workplace for all. For more details check out our show notes here with loads of links and resources (thank you Jessica)$ 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.
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Oct 18, 2023 • 16min

Budgeting for The Holidays with Gina & Juan

On this episode of Financially Naked: Stories from The Financial Gym, Gina and Juan, two Certified Financial Trainers, are here to talk about how to budget for the winter holidays! It's October, and it's never too early to prepare for the festive season. From making a list, checking it twice, and budgeting for everything else that comes along with the holidays, you can plan ahead. Trainers at The Gym coach clients through this every year! Gina and Juan are here to share all the tips and tricks they know to make the process as stress-free as possible so you can enjoy the most wonderful time of the year without going into 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 5 Ways to Plan Your Holiday Budget Now How to Plan Financially for the Holiday Season Now Meet The Trainers Juan Valeriano, Level 2 Certified Financial Trainer Gina Funaro, Level 2 Certified Financial Trainer
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Oct 11, 2023 • 41min

Building Credit with Garrett & Juan

On this episode of Financially Naked: Stories from The Financial Gym, our hosts are Garrett and Juan, two Certified Financial Trainers at The Financial Gym. This is the second episode in our mini-series about credit. In a previous episode, we discussed the basics and history of credit reports and scores. Today, we're diving into the logistical steps of building your credit from the ground up, even if you're just getting started. If you have yet to hear that first episode, start there and then come back. 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 Kadri & Mike Gymsplain Credit Scores BFF Approved Credit Building Tools Annualcreditreport.com Meet The Trainers Meet Garrett Faulconer, Level 3 Certified Financial Trainer Meet Juan Valeriano, Level 2 Certified Financial Trainer
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Oct 4, 2023 • 15min

Investment Properties with Juan & Sam

On this episode of Financially Naked: Stories from The Financial Gym, our hosts are Juan and Sam, two Certified Financial Trainers at The Financial Gym. This episode is all about investment properties. It's a goal that many clients have at The Financial Gym, so today we're delving into the basics of just getting started and hearing firsthand from Sam as she shares her personal experience with investment properties. 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 Bigger Pockets Rental Property Calculator 4 Steps to Financial Freedom Through Rental Property Investing Meet The Trainers Sam Cash Level 2 Certified Financial Trainer Juan Valeriano, Level 2 Certified Financial Trainer
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Sep 27, 2023 • 24min

Diversity, Equity, Inclusion & Belonging: Hispanic Heritage Month

In this episode of Financially Naked: Stories from the Financial Gym, we continue our DEIB series. Our host, Rachel Adaline, HR Manager at The Gym, is joined by Juan, one of our Certified Financial Trainers, to celebrate Hispanic Heritage Month. Celebrating Hispanic Heritage Month can be a fantastic way to learn about and highlight Hispanic and Latino communities' diverse cultures, traditions, and contributions. Juan, whose family is from Honduras, tells us about his life as a first-generation American. He reflects on the significance of Hispanic Heritage Month in his upbringing through college, its connection to personal finance, and how it led to him being a Financial Trainer today. 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 National Hispanic Heritage Month Facts Scholarships for Hispanic Students Meet The Trainer Meet Juan Valeriano, Level 2 Certified Financial Trainer Meet Rachel Adaline, HR Manager at The Financial Gym
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Sep 20, 2023 • 29min

Tracking Your Spending with Catriona & Tina

On this episode of Financially Naked: Stories from The Financial Gym, our hosts are Catriona and Tina, two Level 3 Trainers at The Financial Gym. They are here to talk about an important step of every financial journey: tracking your spending. They dive into the why behind this practice and how it can help you become intentional about your finances. Catriona and Tina share valuable tips on creating a sustainable reflection habit. You'll learn about different methods to track your spending, from pen and paper to modern apps and tools. If looking at your spending makes you anxious, don't worry; this conversation is not about judgment but instead about gaining awareness to make mindful 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 BFF Approved Budgeting Tools Empower (formerly Personal Capital) Rocket Money HoneyDue Meet The Trainers Meet Catriona Williams, Level 3 Certified Financial Trainer Meet Tina Hang, Level 3 Certified Financial Trainer
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Sep 13, 2023 • 37min

Mindfulness, Meditation & Money (Part 2) with Genar, Joy and Kadri

In this episode of Financially Naked: Stories from The Financial Gym, we dive into a truly transformative discussion with hosts Joy, Genar, and Kadri – three Certified Financial Trainers at The Financial Gym. The trio will explore the connection between mindfulness, meditation, and financial health. Have you considered how mindfulness and meditation can improve your financial health? In this conversation, we explore the benefits of incorporating mindfulness and meditation into your financial journey and help you understand how meditation cultivates a sense of clarity and focus that benefits your financial decision-making. We'll also touch on the benefits of a gratitude practice and ideas to incorporate gratitude into your financial habits. Whether you're already financially fit or just starting the journey, get ready to learn how to apply these age-old principles to your money practice. 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 Part 1: How Can Meditation Help My Finances? How to Go From a Scarcity to Abundance Mindset Meditation: The Mayo Clinic Happy Money with Ken Honda Meet The Trainers Meet Joy Liu, Level 3 Certified Financial Trainer Meet Kadri Augustin, Level 3 Certified Financial Trainer Meet Genar Mendez, Level 2 Certified Financial Trainer
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Sep 6, 2023 • 33min

What's the Story with Student Loans Loans? with Genar and Linsday from Savi

On this episode of Financially Naked: Stories from The Financial Gym, we're discussing a topic that's been flying under the radar since 2020: student loans. Joining Genar is Lindsay Clark, Chief Borrower Advocate at Savi, a platform designed to help borrowers navigate the student loan system. With the clock ticking to the end of the grace period in October, it's time to deep dive into the playbook of options available to borrowers. Out of sight, out of mind? Not anymore. Unfortunately, the era of loan payments on pause is fading, but it's not all bad news! The government made huge improvements to the system, so borrowers are in a better position moving forward. Genar and Lindsay discuss the changes over the last few years, how to prepare for payments to start back up again, and tools you can use to handle your student loans. 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 Studentaid.gov Learn about the SAVE Plan Connect with Savi Website: https://financialgym.bysavi.com/ Meet The Trainer Meet Genar Mendez, Level 2 Certified Financial Trainer
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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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