Paychecks & Balances
Pete McPherson, the founder of , gave up the ‘American Dream’ and left corporate America to pursue his personal dream of making a full-time income from a creative career. He is a former accountant with a CPA license who now provides new and experienced bloggers with a whole host of information on how they can create a successful blog and move from a nine to five job to a more flexible way of working. Pete is also a conference speaker, and his insights have been featured on sites such as , , , and . Pete joins me today to discuss his journey from accountancy to entrepreneur via a...
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Andre Albritton, founder of , is a nationally recognized personal finance expert focusing on how to solve the financial problems that millennials and centennials face. His clear cut approach to personal finance helps simplify how individuals can achieve financial freedom and reframe wealth, and his website aims to show people how to make their money work for them. Andre’s work has been featured on , , and in addition to his courses and blog, he hosts . Andre joins me today to share why he pivoted his focus from insurance to investment and why he made...
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Self-confessed 'money nerd' Ryan Inman started his financial practice specifically to help guide young physicians toward financial independence with truly unbiased, quality financial advice. A graduate of the University of San Diego (USD) Ryan has a BA in Business Administration, an MA in Accounting and Financial Management, and an MA in Business Administration, and along with running Physician Wealth Services, he currently hosts the podcast and co-hosts the podcast. Ryan uses his and his wife’s intimate knowledge of the pains, struggles, and joys that come from a career in medicine to...
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This week we go back in the time machine to 2016 for an episode many haven't heard. If you're trying to be more productive, improve your time management or conquer some goals, this one is for you.
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Jamila Souffrant is the creator of the blog and podcast, , where she teaches and inspires others how to eliminate debt, save money, and increase their net worth. The lessons she has learned through trial and error helped her family to save $169,000 in two years and be debt-free, and she is well on the way to becoming financially independent by the age of 40. Jamila is the resident financial expert on a weekly segment on News12 and has been featured in Money Magazine, TIME, Business Insider, Refinery29, CNBC, ESSENCE Magazine & CBS. She lives in Brooklyn, New York with her husband and three...
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Ericka Young is the founder of Tailor-Made Budgets. Here, she coaches individuals and small business owners on budgeting, saving and investing. Her passion for financial education stems from her and her husbands life experience of living above their means and having to climb out of nearly 100k in debt. This debt payoff journey changed Ericka’s life and career path. She knew she wanted to help people get out debt, so Ericka and her husband Chris went to Nashville and got trained by Dave Ramsey’s team. Ten years later Tailor-Made Budgets is thriving and Ericka is grateful for the amazing...
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Mykail James is the founder of Boujie Budgets and is passionate about teaching Gen Z professionals how to manage their finances without sacrificing their lifestyle. Mykail is a Certified Financial Literacy instructor with an MBA focused on accounting, and her fresh new take on managing money and finances helps people understand money concepts such as budgeting, saving, and investing. Mykail works with organizations such as the Howard University Trio Program and public schools in the District of Columbia, Maryland, and Northern Virginia Metropolitan area to provide workshops and interactive...
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Wendy and Curtis Mays from Hou$e Of Fi are on the show today. They’re a married duo whose mission is to help your family pay off debt, budget better, save more money and increase your income. Wendy is a retired lawyer and Curtis is a high school teacher and Football Coach. Their journey into the personal finance space started back in 2008-2009 during The Great Recession, when they lost 2 homes. Along their personal finance journey, they’ve also overcome a period of time where they were drowning in six-figure college loan debt, consumer debt and living paycheck to paycheck, all while making...
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Couples Financial Counselor Adam Kol joins the show today. Adam is a finance geek who started his finance journey studying Economics at The University of Miami. While studying for his degree he landed a job at Northwestern Mutual. There, he developed a love of working with families and educating them about money. Later on, he received a “Masters in Tax Law” from NYU and along the way he also become a Certified Mediator. Adam realized early on that talking about money and finances was one of the biggest stressors that couples face. After completing his education he began coaching and...
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Joe Saul-Sehy joins us on the podcast today. Joe is one of the hosts of the award winning “Stacking Benjamins” Podcast, where he and his co-host OG discuss financial literacy. The show has been running since 2012 and since then, Joe and OG’s goal has been to make finance fun and more approachable. There’s an ongoing joke that “ you won’t learn anything” on Stacking Benjamins, but you’ll be in comfortable setting where money conversations are friendly. Joe, OG and guests on the show often share their money mistakes in the hopes that the listening audience will learn from them....
info_outlineToday its’ just Marcus and Rich on the podcast. They’re doing a 2019-year in review and checking in with each other to get some feedback on where they’re both at in their business and personal lives. They’re both highlighting some changes in their mindsets and uncovering some things they’ve learned about using their time more effectively and being more deliberate with their goals.
In this episode they discuss why your time is more valuable then you think, the importance of taking new opportunities, learning new skills at your job, and taking charge of your investments. Perhaps the most important thing they’ve learned in 2019 is that you have to enjoy the process of self-improvement and that your mental health is at the root of all your successes. If you don’t get your mental health right, it’s hard for the other things to fall into place.
Highlights:
- Marcus getting a new job and moving to a new city
- Starting a new job and having to learn new processes and procedures
- Dealing with imposter syndrome
- “Don’t be afraid to go after a new opportunity for 6- 8 months, it doesn’t have to be permanent”
- “Where you’re at today is the culmination of the past 10-15 years”
- Declaring side hustle income goals
- SEP IRA’s for business owners
- Making moves on your own, within your investment accounts
- Determining the hourly rate for your life
- Hiring help for the tasks that take up too much of your time
- Continuing Therapy and taking advantage of your companies “Employee Assistance Program”
Key Takeaway: It’s important to reflect back on your year and take note of your wins and loses. You can’t change what you don’t track, so write down those goals and improvement areas of your life, and crush them in 2020.
Paychecks & Balances
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