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Financially Naked

Latest episodes

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Nov 22, 2023 • 39min

Holiday Marketing for Small Businesses with Kadri & Samantha Mellone

Welcome back to Financially Naked: Stories from The Financial Gym. In today’s episode, we’re diving into marketing for small business owners during the holiday season with Kadri Augustin, Level 3 Trainer at The Financial Gym, and Samantha Mellone.  Our guest, Samantha, is a New York-based strategic marketer on a mission to empower minority-owned businesses through the power of impactful content. With over a decade of experience, Samantha’s expertise in developing marketing strategies spans local, national, and international landscapes. This episode is a ride of insights for small business owners gearing up for the most wonderful, busy, and profitable time of the year. 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 Zapier Mailchimp Canva Google Analytics Connect with Samantha Mellone  Website: Community and Content Marketing   Instagram: @communityandcontent  Meet The Trainer Meet Kadri Augustin, Level 3 Certified Financial Trainer 
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Nov 15, 2023 • 33min

Everything You Wanted To Know About Warm Up Calls

On this episode of Financially Naked: Stories from The Financial Gym, our host is Rebekkah Holleman, Client Experience Manager at The Financial Gym and she is joined by Cymone, the Warm-Up Caller Team Lead. These two remarkable individuals who share a unique bond – both Rebecca and Cymone began their journey as clients at The Financial Gym before transitioning into integral roles on our team. Rebecca and Cymone's parallel experiences highlight the incredible power of financial wellness and how The Financial Gym has transformed their lives, making it possible for them to pay it forward and support others in their journey toward financial success. In this episode they will explain what a Warm Up Call is and why you should schedule one if you’re thinking about joining The Financial Gym. 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.    
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Nov 8, 2023 • 29min

Giving Thanks on a Budget with Garrett & Sam

On this episode of Financially Naked: Stories from The Financial Gym, our hosts are Garrett and Sam, two Certified Financial Trainers at The Financial Gym. With holiday festivities just around the corner, they're here to discuss how to celebrate without going over your budget. They share their insights on the power of planning ahead, clever budgeting tips for hosting and traveling, and most importantly, the art of giving thanks without the hefty price tag. Sam and Garrett remind us the essence of the season is truly family, friends, community, gratitude, and meaningful connections. If you find yourself going over budget, that’s okay because we can always get our finances back on track, but time is a truly limited resource and blessing.  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 Travel on a Budget with Jenny & Kadri Meet The Trainers Meet Garrett Faulconer, Certified Level 3 Financial Trainer Meet Sam Cash, Certified Level 2 Financial Trainer 
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Nov 1, 2023 • 29min

Beyond Points: Traveling on a Budget with Jenny & Kadri

This Financially Naked: Stories From The Financial Gym episode is hosted by two of our Level 3 Certified Financial Trainers, Jenny and Kadri. They’re here to talk about traveling on a budget, offering tips and insights beyond credit card points and hacking.  Traveling on a budget doesn’t mean sacrificing the richness of your experiences; it’s about embracing the idea that there’s no wrong way to explore the world. Travel is a highly personal journey that should be tailored to your unique preferences and values. Whether you’re an adventure seeker or simply searching for affordable ways to explore, today’s discussion will empower you to consider different travel styles, prioritize what truly matters to you, and make every journey memorable.  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 Charles Schwab  Point.me Point yeah Revolut Wise Remitly SkyScanner Meet The Trainers Meet Jenny Harp, Level 3 Certified Financial Trainer Meet Kadri Augustin, Level 3 Certified Financial Trainer 
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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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