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The Wander Wealthy Podcast | Financial Coaching for High Earners

The Wander Wealthy Podcast is a show for high earning households looking for tips, advice, and ideas to help you navigate your complex financial reality. Tess helps employees with $100k+ salaries and complex benefits packages and six-figure business owners alike, organize their cash flow, optimize their savings, and budget for a livable and sustainable lifestyle.
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The Wander Wealthy Podcast | Financial Coaching for High Earners
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Now displaying: Category: general
Apr 7, 2016

This week I'm sitting back down behind the mic for another soloshow and we're talking all about my love for budgeting (that's sarcasm, folks) and how I have 7 savings accounts. You might think I'm crazy insane, but no, having multiple savings accounts actually helps me save hundreds and sometimes thousands of dollars a month. And I'm going to show you how you can adopt my easy budgeting and saving strategy. [Get all the good stuff over on the show notes here.]

Mar 31, 2016

This week on Words and Money I’m talking to Sarah Li Cain, a teacher currently located in China, turned freelance writer and personal finance blogger. Sarah writes over athighfivingdollars.com and shares her stories about personal finance, but dives deeper into the psychology and meaning behind why we spend our money, how we can feel good about our money decisions, and love our money like we mean it.

 

WHAT WE TALK ABOUT:

  • Sarah's "Money Story"

  • Dealing with resentment and shame when paying off debt she racked up with an ex-boyfriend

  • Why Sarah treats her money like her best friend

  • Sarah introduces HighFivingDollars.com and shares what she's observed with other's money spending decisions.

  • Sarah helps us learn how to celebrate our money choices...

Read More

Mar 24, 2016

Hilary Hendershott is a Certified Financial Planner focused on financial coaching, money mindset tools, and wealth management for women. She is also the host of the new podcast, Profit Boss Radio, a show highlighting inspiring women who have created success in their financial and professional lives. 

What we talk about:

  • How Hilary got interested in Finance and helping women with finance in particular
  • Hilary’s biggest influence of money growing up
  • Understanding your core beliefs around money – Listen to Hilary’s TedXTalk
  • The importance of retirement – Why should we be thinking about retirement and saving for it now?
  • If you build a good investment portfolio, it doubles about every 8 years. Hilary breaks down the Numbers!
  • Retirement plan options.
    • 401(k) – Tax deferred. Grows tax-free. Pay tax on the way out.
    • IRA – Tax deferred. Grows tax-free. Pay tax on the way out.
    • Roth IRA – Pay tax now. Grows tax-free. Pull it out tax-free.
  • Explanation of the different accounts – The rock analogy
    • Retirement accounts – Pushing your rock downhill
    • Brokerage Accounts – Pushing your rock on a flat surface
    • Savings Account – Pushing your rock uphill (unless it’s for your “curveball account”)
  • Hilary helps us feel better about investing and our options to get started

Read more

Mar 17, 2016

Jessica Moorhouse is a fellow personal finance podcaster on the Mo’Money Podcast, seasoned blogger at JessicaMoorhouse.com, and new internet friend of mine. Jessica writes about saving money, frugal living, and integrating more balance into our lives. In this episode we discuss so much from the difference between American and Canadian finance, saving and preparing for the cost of your wedding, (that one thing we tend to underestimate our entire lives) and side hustles - why you should do one and how to find them. Jessica is an open book. She’s so honest in her answers and truly is your best girlfriend that will talk openly to you about money.

 

HOW WE KEEP THE CONVERSATION ROLLIN':

  • The Mo’Money Podcast and the influence of being a personal finance blogger and podcaster
  • Differences between American and Canadian Finance
  • Wedding Budgets – When to start saving and how to know how much it will cost
  • Jessica’s Wedding Unveiled on her blog
  • Her Wedding and What it Really Cost Part 1 and Part 2
  • Her Wedding Budget: One Year and $16,000 Later
  • Throwing a Wedding: The Dos and The Don’ts
  • How Much Jessica Has Made In a Decade
  • What is holding us back from achieving financial success?
  • Side hustles and how you can find one for yourself.
  • The Rich & Fit 21-Day Challenge
  • Of course, Jessica answers my Quick and Dirty Q&A

Read More

Mar 10, 2016

Brittney Castro is the Founder and CEO of Financially Wise Women, a Los Angeles-based fee-only financial planning firm for entrepreneurial and professional women. As a certified financial planner, Brittney has expertise in helping women learn how to build wealth. I took advantage of Brittney’s expertise in this episode and we dove into investing and understanding compound interest.

What we talk about:

  • Brittney’s background and how she started Financially Wise Women
  • Understanding investing and compound interest
  • Getting clear about what you’re investing FOR – Be specific
  • Understand risks and expectations, and how to avoid acting irrational with the markets
  • The myths and roadblocks of talking to a financial professional
  • Not being afraid to ask your financial questions – you’re not supposed to know the answers on your own!
  • What holds us back from achieving financial success?

Read more

Mar 3, 2016

What you'll hear:

  • I present the questions to ask yourself before you make this big-time decision.
  • Along with the questions, I walk through the answers you might have, and provide some guidance on your buying decisions based on those answers.
  • I encourage you to comment here, send me an email, or start a conversation on Twitter or Instagram if you have questions, comments, suggestions.
  • Money and what we do with it is extremely personal and the way you rationalize your spending, saving and investing is subjective. That's why I would love to hear from you! 

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Feb 25, 2016

Denise Duffield-Thomas is the money mindset mentor for the new wave of online female entrepreneurs. Denise helps women release their fear of money, set premium prices for their services and take back control over their finances. In our interview, Denise shares her experience with manifesting money and being a lucky bitch. She walks us through how we can overcome some of our money blocks, feel worthy of making the money we do and asking for more money, and how you can give yourself permission to be rich. Denise is an author, speaker and amazing business woman. Find her at LuckyBitch.com and check out her best-selling books, "Lucky Bitch" and "Get Rich, Lucky Bitch"

What we gab about:

  • Why Denise is the Lucky Bitch
  • How Denise grew up and what she learned about money
  • Money Blocks and Manifesting Money
  • How to feel good about and deserving of making money
  • Denise's 5 Steps for Manifesting Money
  • What you'll learn from reading "Get Rich, Lucky Bitch" - Free Chapters
  • Denise's "I made it" moment - Financial Freedom definition
  • Why buying stuff no longer makes Denise happy.
  • And of course, the Quick and Dirty Q&A - Including her Money Tracking Habit!

Read More

Feb 18, 2016

LaTisha is a nationally recognized millennial personal finance expert and blogs over at YoungFinances.com. Through her coaching programs and signature Financial Success Toolkit, LaTisha motivates young professionals and emerging entrepreneurs helping them to budget, invest, and achieve success. In this episode, I ask LaTisha to share her debt story with us, when she realized she was making decisions based on the debt she was carrying, and how she managed to budget her life so she could pay off more than 30,000 dollars in consumer debt in 3 years, plus a ton more.

What You'll Learn:

  • How LaTisha grew up around money, got interested in finance, and started her blog.
  • LaTisha's story of paying off over $30,000 in consumer debt in 3 years.
  • All about her all-cash budget.
  • The questions LaTisha would ask herself to break her impulse to shop.
  • LaTisha's truly inspiring definition of financial freedom
  • How she pays herself first, saving 10-15% of her income first.

Read more here

Feb 11, 2016

This week I'm sitting down with Katie Waters, Certified Financial Planner, Advisor, and Owner of Stable Waters Financial, a comprehensive financial planning firm. Katie is passionate about helping individuals with cash flow issues. That's the basics of their budgets, making sure they have enough money to pay off their debt, pay for their day-to-day life, and save for their goals. Then she dives into insurance and investments. This week, I leverage Katie's expertise to help us understand what insurance is appropriate to have at this time in our lives. With Katie's expertise, I created a cheat sheet you can refer to and modify for your life-stage scenario. See the button, below. Katie offers great insight into our insurance coverage and specific tips for some of our policies.

Covered in the interview:

  • What is Stable Waters Financial
  • Financial Planning and Cash Flow Management (a comparison)
  • Getting people un-stuck with cash flow management
  • Insurance for millennial-aged women (get the checklist!)
  • An easy calculation to make sure we're properly covered with insurance
  • How Katie got interested in finance plus her first money memory
  • Katie’s “I made it”/Avocado moment
  • Quick and Dirty Q&A
  • Katie’s tips for saving up for big goals (like travel)

Read more here

Feb 4, 2016

This week we're talking about the basics you need to know regarding your 401(k). I'm trying my best to get through the 4-Part 401(k) series published over on the blog, and explaining everything down to, "what is an asset allocation?" and "should I put money towards retirement or debt?" We're nailing all of that down here in this #soloshow on the pod. (Go here for the cheatsheet)

WHAT WE TALK ABOUT:

RESOURCES:

Aon Hewitt Study

The Swensen Model

Bonus: What 23 Financial Experts wish they knew about Investing in their 20s(many have to do with their 401k)

Jan 28, 2016

Show Notes

This is the second half of the Words and Money interview with Jen Turrell, a personal finance trainer helping women business owners gain control of their finances. In this episode we talk about what you need to know when going into business for yourself, the profit and operating expenses of our personal lives (get your Profit First for your Personal Life handout), and everything from paying off debt, paying taxes and interest, and of course, kinky handcuffs.

We chat about:

  • What you need to think about when starting on your entrepreneurial journey
  • Taxes for self-employed and small businesses and finding someone to talk to (CPA)
  • The Profit First Formula: Sales – Profit = Expenses (get the download)
  • The profit and operating expenses of our lives
  • Sustain Goals – Maintain Goals – Next Level Goals – Dream Goals
  • Jen answers my Quick and Dirty Q&A
  • We get a little sidetracked talking about taxes, interest, and debt… oh, and kinky handcuffs.
  • Then we close out with a fun fact: “This past summer, for the first time ever in history in the United States, the majority of wealth tipped over to being in the hands of women.” 

Resources:

Danethadoe.com – free resources for picking accounting software for self employed/online entrepreneur’s and small business owners – talk to a CPA about your taxes

Books:   

Profit First – Mike Michalowicz

The Toilet Paper Entrepreneur – Mike Michalowicz

I Will Teach You To Be Rich – Ramit Sethi

Organizations:   

Global Autism Project

Kiva

Autism Society of America

Autism Speaks

DailyWorth.com – Amanda Steinberg

Ready For Zero – Debt repayment app

Mastering Money Matters – Jen’s Group

Financial Fluency Podcast – Subscribe to listen to Jen’s episodes and interviews!

Jan 21, 2016

Jen is a personal property coach helping women entrepreneurs and self-employed women take control of their finances over at JenTurrell.com, but I like to call Jen my rockstar inspired financial comrade. This is Part 1 with my interview with Jen and we get deep with topics like divorce, domestic violence when it comes to money, women’s role in history with money, and discrimination against women in the workplace. There is so much depth here and I am so thankful to have someone like Jen come on the show to share her view and have an open discussion about it!

 

What We Talk About:

-How her record label and special needs financing helped her succeed in the entrepreneurial world

-Transition to working with women entrepreneurs on their own personal finance

-How being in a punk rock band taught her responsible and straightforward money strategies

-What Jen learned about money growing up

-We dive into the history of women’s roles with money (which was really nothing)

-Domestic violence and how that links to women’s own financial autonomy. Jen’s interview with Lindsay Fischer.

-Jen’s Podcast: Financial Fluency: Speaking the Language of Money

-The future of women in the workplace and discrimination in work and pay

-What you would have to pay to cover all the different roles the average housewife plays

-The difference between men and women when it comes to money

 

“I started my record label straight out of college…. So I at least had a side business as well as having some jobs over the years.” – 5:52

“With women and money: A lot of us carry guilt and shame over things that have happened in the past, and want help figuring it out but not condescension or judgement.” – 6:38

“I often existed by paying my rent with gig money.” – 9:25

“I saw a similar pattern with my mother… which was just that men were in charge of money, and I didn’t really like that in terms of thinking forward to my future and marriage.” – 12:55

“I would love for all women to always feel like they can leave any situation even if it’s uncomfortable.” – 15:33

“I feel like having financial independence gives us more choices, it gives us more power over our own lives.” – 16:06

“It’s discrimination when women are paid less, and when women are put in a position where, in order to live a full feminine experience of their lives which may include having children, to be punished to have that mommy penalty.” -20:31

 

Resources:

Dailyworth.com

Subscribe to Jen’s Podcast on iTunes!

Mastering Money Matters

@JTurrell – Twitter

JenTurrell.com

Jan 12, 2016

This week on the 'pod' I'm sitting down with Michelle Bobrow and picking her brain about all things money. Michelle is the founder and personal finance strategist behind The Holistic Wallet, a place on the web that will help you set a financial foundation, and provides creative and casual guidance to reign in control of your spending, overcome your mental money blocks, and optimize your cash flow.

WHAT WE TALK ABOUT:

  • Budgets and Big Things - "The personal finance course to bankroll the life you crave."
  • How The Holistic Wallet was formed
  • Investing without actually having to "invest"
  • Fiscal Foreplay and how to talk about money in a relationship
  • Michelle's Financial Freedom "I made it" moment
  • Quick & Dirty Q&A
    • Hear about Michelle's dream to open a candle shop
    • Her best money habit that has brought her success
    • Favorite app: YNAB
  • Love for thanksgiving and dog sweaters
Jan 3, 2016

Welcome to The Words + Money Podcast!

I'm so excited about this new venture and can't wait to bring something great to you, each week from here on out. Episode number one is a mini episode and features me, your host!

HERE'S WHAT YOU'LL LEARN:

  • Why I've created The Words + Money Podcast (and blog)
  • What you can expect from The Words + Money Podcast
  • Setting intentions for the New Year
  • Why you should set intentions and practice visualization
  • How you can steal my intention for 2016: Action Is The Answer
  • How taking action can lead to your financial clarity and control
  • Where you can get the Financial Clarity - Taking Inventory worksheet, which is HERE!
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