Charisse Conanan Johnson is the founder of Charisse Says where she writes and creates videos about investing and financial wellness. Charisse graduated from Yale University and worked her way up to Vice President of JP Morgan Investment Management when she got the entrepreneurial spark and attended Chicago Booth. With her passion for investing and entrepreneurship, Charisse is driven to make a difference by speaking to various audiences and sharing her expertise in financial wellness. In this episode, Charisse helps us understand investing and we specifically focus on investing through a Roboadvisor, one of the easiest and stress-free ways to get started in the world of investing. Read more...
Sophia Bera is not your father’s financial planner. She is the owner of Gen Y Planning, a 6-figure online business she runs from her laptop, where she works with young professionals in their 20s and 30s looking for a CFP to help them navigate through big life decisions. In this episode, Sophia and I discuss retirement. We break down the difference between a 401(k) and a Roth IRA, talking why you would want to go one way or the other or invest in both if that’s an option for you. She shares her insights on achieving financial success and why we need to find joy in some of the things we spend money on. Get more deets in the show notes.
Taylor Milam is a writer, traveller and money enthusiast from San Diego, California. She is the founder of TheFreedomFromMoney.com where she helps women combine money and self-care to create a life they love. In this episode on the words and money podcast Taylor shares how she committed to paying off her student loans in less than a year by living on 50% of her income. Taylor gives some great advice and insight around how money is extremely personal and the choices we make with our money are our own and how we should avoid comparing our money choices to others. Visit the show notes to get the link and a chance to win the FREE Download.
Last month we talked about the 5 steps to get started on your financial journey, and this week (and for the rest of this month) we’re diving deeper into one of those steps. I challenged you in Step 4 of the 5 steps to get to $1,000 saved up into your emergency savings account. Now, we’re going to talk about how to optimize that Emergency Savings Account by learning why it's important, how to figure out how much your savings goal should be, and how the whole "Oh Shit" account works. Get the notes!