Life and Money Show
Are you ready to build true wealth for your family? Ready to put your money to work for you so that you can live life exactly as you've always wanted? Join Annie Dickerson, Susan Elliott, and Julie Lam – busy moms, passive income enthusiasts, and real estate investors – as they talk about everything from investing to financial freedom to parenting, traveling, creating a life by design, and everything in between. If you want to stop trading your time for money and focus on what really matters in life, this is the podcast for you.
Escape The 9-to-5: How to Quit Your Job In 3 Years or Less
Rethinking Your Goals
[00:08:50] “But I've realized that if I'm willing to ask, the worst that could happen is someone could say no and that's okay. A low-risk experiment is maybe I'm out a little bit of money, a little bit of time, maybe my ego’s hurt a little bit, but if it works it could be incredible. And I've just been amazed, as I've asked, doors have opened.”
[00:30:31] “Figure out what are your goals and what do you actually need, and as you start that process, you will learn. You will learn a lot and I thi...
Living On Purpose: The Power Of Values, Authenticity, And Compassion
Values-Aligned Work
[00:11:25] “Our work is so deeply therapeutic in real estate sales and helping people transition between different parts of their lives, a lot of times people are moving from one identity to another identity. It could be a divorce, it could be the loss of a parent, it could be a job change, but there's a lot of roiling transition in their lives and I think that understanding or being able to empathize with that moment in their lives and being able to sort of care for it is a big part of it.”
[00:39:42] “I just ha...
Releasing Tension and Trauma to Unlock Your True Potential
Connecting Mind and Body
[00:12:20] “So often we’ll have a breakdown that happens in our life or we'll have an injury, or we'll have something that comes along, pain that comes along and interrupts the life we're living. And it's one of our most frustrating experiences as human beings, like, oh, I wish I could get rid of this or fix this or this hadn't happened. And yet often it's those really challenging moments that create a lot of disruption that bring us into new places.”
[00:16:08] “Even just first being introduced to the idea that they're n...
In Debt to Millionaire: How Bernadette Crushed Her Money Goals
Transforming Your Financial Journey
[00:09:01] “That was when I realized, wow, I have just been following someone else's recipe for success and it does not feel like that for me. I did what I suspect a lot of people would do once they figure out that they are in a massive amount of debt. I googled how to get out of debt and how to get out of debt fast.”
[00:16:16] “And so one day a week on my screenless Sunday, I don't have to impress anybody. I don't have to do anything to try to convince people...
Overcoming Fear & Self-Doubt: The Magic Of Equine Therapy
The Path to Authenticity
[00:26:18] “And then the next eight hours we had to spend on that horse was going through the canyons, so hundreds of feet up. It was terrifying. And that's where I learned I have to trust the horse. I don't know what I'm doing, but the horse does, and I don't want to fall, and neither does this horse.”
[00:29:30] “It's changing how we communicate. It's changing how we relate. It's changing everything. From the moments where we think the horse is stubborn or it doesn't like us because it's not working with us. Mayb...
Self-Discovery through Alignment: Embracing Your True Self with Jen Briggs
Harnessing Inner Balance
[00:28:07] “That's a big part of this process…to have courage to undo old beliefs or realize where you've abandoned yourself also requires building a new relationship with yourself where you can trust yourself to step into what is more true, what is more you and you.”
[00:36:59] “The feminine's biggest wound is that she'll be too much, too emotional, too sensitive, too soft. The masculine's biggest wound is that they won't be enough. I won't have enough to succeed. I won't have enough power, enough of this. And so the healthy version of that is r...
Quantum Manifestation: How Frequency Work Can Help You Create Inner Peace, Abundance, and Fulfillment with Karen Cheong
Raising Your Frequency Resonance
[00:17:05] “Then the truck will come by and smack you fully where it kind of looks more like a crisis…so for some of us, it's a health crisis. For some of us, it's a relationship crisis. For some of us, it's a death. For some of us, it's a money crisis…a lot of people have to get to the point sometimes for the crisis to happen to begin in that journey of that exploration of that internal.”
[00:29:15] “And the thing is, about frequency work, is that a lot of people in our cult...
From Investors to Owners: Real Estate Syndication Investing Explained
Leveraging the Power of Syndications
[00:02:20] "I remember when I realized that I was the kind of person that could invest in syndications. It was as if a huge weight was taken off my shoulders because I had found real estate investing as sort of an idea of how can I put some hustle energy in some sweat equity…to be able to fast track and build up my retirement that I've essentially neglected for a decade as a 20-something-year-old who wasn't saving for retirement."
[00:29:28] “But with this the sponsor group is doing a lot of that re...
Building Wealth and Legacy: Insights from Real Estate Investor Dustin Heiner
Creating Wealth in Real Estate Investing
[00:18:33] I wouldn't even know that this is possible unless I saw somebody else doing it, and for me it started when I was playing Monopoly as a kid…this is the life lesson. You start with land, you build houses, collect rent and then you go to hotels and you just keep getting there and it was fun. The first syndication I actually invested in was with you, Annie, in the hotels…so I got to play Monopoly in real life.
[00:25:51] I want to make sure I'm making money ever...
The Financial Wellness Blueprint: Building Wealth and Well-being
The Life & Money Show Financial Wellness Blueprint
1. Define what financial wellness means to you.
2. Figure out the big rocks in your way.
3. Get familiar with your money.
4. Create short-term and long-term goals.
5. Give yourself permission to do something with your money that feels good.
Holistic Approach to Financial Wellness
[00:09:50] Wellness is really that relationship between you and your money and how you feel about it and how it impacts your life, because I know times in my life when I had very little in...
From Corporate Burnout to Spiritual Awakening with Kim Knievel
Integrating Intellect and Intuition
[00:13:51] I really believe the things that come into our life, you could look at it like your life movie, are there to help provoke you to grow, to change, to shift, maybe to bring something forward that you need to see, that you wouldn't otherwise experience if you didn't let yourself just be in it.
[00:19:41] We all have these unique gifts and soul missions and soul purposes that are embedded in us, and I really, truly believe one of the biggest things that we're supposed to do while we're here is t...
Finding Fulfillment Beyond the 9-to-5: Whitney Popa's Journey
Creating a Meaningful Business
[00:18:35] I do believe that it starts with that intention, like I mentioned the five years prior of knowing this is my path, but releasing the how of getting there.”
[00:34:01] I had to figure out and think about how am I defining my worth, and how am I making money? What are my streams of income? How am I managing my money after I get it and ensuring that I'm articulating my value to clients?
[00:43:05] I have a high-yield savings account that I put all of my money for taxes for...
How to Achieve a Life By Design By Doing Less, Not More
Three Key Actions for Financial Freedom:
1. Clarify Your Vision: Define what financial freedom and a life by design mean to you.
2. Daily Check-In: Ask yourself if you're closer to your vision today than you were yesterday.
3. One Action a Day: Identify one thing you can do each day to move closer to your vision.
The Art of Simplifying
[00:02:48] We're all conditioned to add more, to build bigger as a business owner, to scale faster, to add more team members. But sometimes the solution actually lies in subtracting and t...
Financial Empowerment: Women Leading the Way
Three-Part Exercise for Managing Financial Anxiety
1. Fears: List all your fears related to a financial decision.
2. Opportunities: Write down all the positive possibilities that could result from the decision.
3. Strengths: List your strengths and why you are capable of making this decision.
Building Confidence in Financial Decisions
[00:20:54] But the information is out there. And so in many ways, the power has shifted. It's no longer with that one person who holds all the power and the wisdom, but it's in your own fingertips, and it's really about you...
Developing Your Support System for Real Estate Investing with Jim Pfeifer
Advice for Aspiring Investors
Seek out a community that provides support, shared knowledge, and confidence to help you navigate real estate investing.Take the time to understand each investment and ensure it aligns with your financial goals and risk tolerance.Remember real estate investing is a long-term journey with a goal of achieving financial independence and living life on your own terms.Share your knowledge with your family and friends, reminding them they don’t have to follow the conventional path.
Navigating Real Estate Investing
[00:22:37] If you want to be an effective real estat...
From Rock Bottom to Real Estate Rockstar with Dwan Bent-Twyford
Mindset and Long-term Impact
A positive mindset is crucial for overcoming challenges and achieving long-term success.Keep moving forward even when feeling afraid. One more phone call could lead to the opportunity you’ve been waiting for.Make a conscious effort to integrate healthy habits now so you don’t have to pay for it later.Investing in the next generation through mentorship and education can create lasting positive change.
Embracing Fear and Positive Habits
[00:19:25] There's no time when I was like, oh, I got this. I'm not scared. I was scared all the tim...
Breaking Barriers in Finance: Arielle Thompson’s Path to Impact
Career Trajectory and Personal Goals
Early career guidance from mentors can significantly shape professional growth and approach to challenges.Asking direct, ambitious questions can set a strong foundation for career advancement.Understanding financial tools is key to creating generational wealth and having a broader community impact.Continuously striving for work-life balance is vital for personal well-being and professional satisfaction.
Navigating Finance and Freedom
[00:04:23] I wasn't afraid to meet things head-on. I wasn't afraid to be in a difficult position, and I wasn't afraid to voice my opinion. But I learned how to listen and...
Design Your Side Hustle Intentionally Starting With WHY
Roots and Rewards of Starting Your Own Side ProjectYou must have clarity of purpose to face the inevitable challenges of side hustling.The opportunity to learn new skills and turn them into side hustles is more accessible than ever.Surrounding yourself with a network of peers can accelerate learning and open doors to monetization opportunities.Determination, adaptability, and resilience play a significant role in the pursuit of a rewarding side venture.
The Essence of Successful Side Ventures
[00:02:18] If a tree didn't have strong roots in the ground and the wind swayed, the tree would fall ov...
Side Hustle Passion Project: Where It All Began
Imagine the impact just 10K additional per year could make on your lifetime financial planTreating your side hustle as a business because it is oneBe a fly on the wall at a Goodegg Popover (online event)With a little self-awareness and strategy, the best fit side hustle will surfaceLessons learned from rental properties and an Etsy shop
Thanks for listening, and until next time, keep investing for good!
Audio/video editing and show notes by Podcast Abundance. Find out how they can help you too by visiting www.podcastabundance.com/services
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Navigate the US Real Estate Market as a Foreigner with Charles Carillo
Perks of starting in real estate with a strong family backgroundStrategies for managing properties remotely to maintain a flexible lifestyleInsights into house hacking and leveraging small multifamily propertiesAdvice on dealing with property management and the transition to using third-party servicesTips for international investors looking to engage with US real estate
The Life & Money Show Spotlight:
Your Life & Money: What is one thing you’re doing to live a meaningful and intentional life by design?Other’s Life and Money: What is one life or money hack that you can share that will make an impact in other...Can Money Buy Happiness?
Differences in generational views on the income and net worth needed for happinessThe impact of sudden income changes on life's satisfaction and the pitfalls of equating wealth with happinessHedonic treadmill: What it is and its implications on our pursuit of happinessUnderstanding the balance between setting financial goals and finding joy in the present momentThe tangible joys of small, everyday pleasures and the unseen value they bring to our lives
The Life & Money Show Spotlight:
Your Life & Money: What is one thing you’re doing to live a meaningful and intentional life by design?Other’s Life and M...Stir Up Wealth in Real Estate Like a Self-Made Investor with Rachael Holland
The power of seizing opportunities when venturing into entrepreneurshipHow to leverage house hacking and real estate investments to build wealthBenefits of passive investing through real estate syndications,Why it’s vital to instill financial literacy into your children
The Life & Money Show Spotlight:
Your Life & Money: What is one thing you’re doing to live a meaningful and intentional life by design?Other’s Life and Money: What is one life or money hack that you can share that will make an impact in others’ lives right now?Life & Money in the World: What’s the one thing y...Fiscal Fitness Hacks for Money Management Ease with Kelsa Dickey
Key differences between a financial advisor and a financial coachPsychological barriers people face in wealth management and tips to address themTips for managing finances as a coupleMisconceptions about working with a financial coaches
The Life & Money Show Spotlight:
Your Life & Money: What is one thing you’re doing to live a meaningful and intentional life by design?Other’s Life and Money: What is one life or money hack that you can share that will make an impact in others’ lives right now?Life & Money in the World: What’s the one thing you’re doing right now t...Rekindling Your Light After Burnout with Cara Houser
Signs you’re burned outApplicable techniques to deal with burnoutWhy prioritize organizing work and life over pursuing a work-life balanceStrategies for navigating the challenges of managing burnoutThe importance of prioritizing your well-being
The Life & Money Show Spotlight:
Your Life & Money: What is one thing you’re doing to live a meaningful and intentional life by design?Other’s Life and Money: What is one life or money hack that you can share that will make an impact in others’ lives right now?Life & Money in the World: What’s the one thing you’re doing right now to make t...Meaningful Episodes | Celebrating Growth, Gratitude, and the Next Chapter
The Goodegg story: How it started and whyKey lessons learned in the world of real estate investingPowerful investment advice about life and money newbies should followThe impact of real estate investing in the lives of working momsVision for the next 200 episodes of Life and Money Show Podcast
The Life & Money Show Spotlight:
Your Life & Money: What is one thing you’re doing to live a meaningful and intentional life by design?Other’s Life and Money: What is one life or money hack that you can share that will make an impact in others’ lives right now?Lif...The Grit & Grace of Working Parents with Dr. Stephanie Wong
Tips for parents juggling work and familyHow motherhood as an identity reshapes your other identitiesDr. Stephanie’s proudest moment as a motherWhat you’ll learn during therapy sessions from patientsCore lessons and values from Dr. Stephanie’s book
The Life & Money Show Spotlight:
Your Life & Money: What is one thing you’re doing to live a meaningful and intentional life by design?Other’s Life and Money: What is one life or money hack that you can share that will make an impact in others’ lives right now?Life & Money in the World: What’s the one thing you’re doing r...Holistic Means for Women Rising Above the Wealth Gap with Lesley Batson
Lesley’s journey to real estate investing Fundamentals about money and investing The importance of learning to talk about money Wealth gap: What it is, how it impacts women, and steps to overcome itCompelling reasons to join Lesley’s SHIFT Money Mentoring Club
The Life & Money Show Spotlight:
Your Life & Money: What is one thing you’re doing to live a meaningful and intentional life by design?Other’s Life and Money: What is one life or money hack that you can share that will make an impact in others’ lives right now? Life & Money in the World: What’s the one...Goal-Crushing Habits to Blast Off Your Dream Year
How to use The Dickens Process to create lasting change The power of embracing vulnerability Why practice fear-setting before setting your goals An alternative to New Year’s ResolutionsWhat it means to begin with the end in mind
RESOURCES/LINKS MENTIONED
Self-Care Practices to Nurture Your Wealth and WellnessYouTubeDaring Greatly by Brené Brown | Kindle, Hardcover, and PaperbackThe 4-Hour Work Week by Timothy Ferriss | Kindle and HardcoverTim Ferris: Why you should define your fears instead of your goalsThe Happiness Project by Gretchen Rubin | Hardcover and PaperbackHappier with Gretchen Rubin | Apple PodcastsThe 7 Habits of Highly Effective People by Stephen...Self-Care Practices to Nurture Your Wealth and Wellness
The importance of self-care and why you need to make time for it What is financial self-care?Simple habits to incorporate into your daily life How does your morning routine affect your well-being?A valuable accelerator in achieving financial independence
RESOURCES/LINKS MENTIONED
New to passive real estate investing? Sign up for Passive Real Investing 101 at https://goodegginvestments.com/freecourse/ for a FREE 7-day email course and get access to what you exactly need to know to determine whether passive investing is right for you, how to get started, and so much more.
We...
Give Your Kids a Head Start on Wealth with Brian Curcio
How your upbringing around money impact your financial success The significance of discussing money within the family contextAn inspiring story behind the creation of RapunzlWhy it’s crucial to start financial literacy at an early ageVarious ways to nurture financial literacy in children
The Life & Money Show Spotlight:
Your Life & Money: What is one thing you’re doing to live a meaningful and intentional life by design?Other’s Life and Money: What is one life or money hack that you can share that will make an impact in others’ lives right now? Life & Money in the World...The How of FI with Wojtek Starakiewicz
How to calculate your FI numberThe power of finding a good investor communityEssential tips for starting your FI journeyImportant insights to start financial independence journey Key number to achieve the FI goal
The Life & Money Show Spotlight:
Your Life & Money: What is one thing you’re doing to live a meaningful and intentional life by design?Other’s Life and Money: What is one life or money hack that you can share that will make an impact in others’ lives right now? Life & Money in the World: What’s the one thing you’re doing right now to make t...The Ultimate 'Why' Behind Your FI
FIRE Movement: What it is and its different types The significance of finding your whyA simple exercise for discovering the deepest meaning of your whyThe evolution of your why
RESOURCES/LINKS MENTIONED
The Master Plan for Crafting a Life By Design - Part 2Goodegg Live: How $10k/yr Investments Can Get You To Financial FreedomAre you looking to expand your investing horizons? Goodegg Investment might just be the perfect place to kick-start your property investment journey alongside Annie and Susan. Find out more by visiting https://goodegginvestments.com/deals/ to explore attractive investment deals at...
The Master Plan for Creating a Life by Design - Part 3
The FLOW state of mind: What it is and its benefitsThe concept of the design thinking process and its importance 5 steps of the design thinking processTips for generating and testing ideas in design thinkingExamples of using design thinking to create a happier life for yourself
RESOURCES/LINKS MENTIONED
The Master Plan for Crafting a Life By Design - Part 1The Master Plan for Crafting a Life By Design - Part 2Flow: The Psychology of Optimal Experience by Mihaly Csikszentmihalyi| PaperbackBoundless LifeReclaim Play by Avital Schreiber Levy | Hardcover
We value your feedback and ideas. Ple...
The Master Plan for Crafting a Life By Design - Part 2
FIRE movement: What it is and how to achieve it Different types of FIRE movement How to calculate your target FIRE number Reasons why you should passively invest in real estate and strategies to get startedAdvantages of building your passive income early
RESOURCES/LINKS MENTIONED
The Master Plan for Crafting a Life By Design - Part 13 NEW ways to invest 10k in 2024
We value your feedback and ideas. Please take a moment to share your feedback by participating in our survey at goodegginvestments.com/survey Your responses will guide us in shaping the directi...
The Master Plan for Crafting a Life By Design - Part 1
What is the concept of a life by design, and how it differs from a life by default A step-by-step guide to creating monumental shifts in your lifestyle Daily exercises and habits you can do to help you thrive 5 kinds of freedom that will lead to a meaningful life The power of consistent, small steps to achieve your goal
RESOURCES/LINKS MENTIONED
Designing Your Life by Bill Burnett and Dave Evans | Kindle and Hardcover Have It All by Jason Mraz How to Become a Full-Time Traveler as a Housesitter with Jess SwensonTrustedHousesitterssusan@goodegginvestments.com
Ready t...
Courageous Steps to Triumph Over Challenges
The mindset needed to overcome fear in the face of adversity Why courage is critical to transforming our lives Stories that will inspire you to face your calls to courageAn exercise that can help you confront your fears and discover opportunitiesHow to take action and build a proof of concept for your dreams
The Life & Money Show Spotlight:
Your Life & Money: What is one thing you're doing to live a meaningful and intentional life by design?Other's Life and Money: What is one life or money hack that you can share that will make an impact in...The Money and Investing Conversation Every Couple Should Have
A journey into real estate investing as a coupleThe role of partnership dynamics in achieving financial and personal goalsWhy it’s important to have a long-term shared vision with your partnerHow to talk about money and investing with your familyAn approach for encouraging financial conversations in everyday life
The Life & Money Show Spotlight:
Your Life & Money: What is one thing you're doing to live a meaningful and intentional life by design?Other's Life and Money: What is one life or money hack that you can share that will make an impact in others' lives right now?Life...Things You Don’t Know About Preferred Equity
Why preferred equity for commercial deals is strategic todayHow preferred equity works in real estate investingPreferred equity vs. traditional debt investmentsPros and cons of investing in preferred equity projectsReal estate cycles and the opportunities they present
The Life & Money Show Spotlight:
Your Life & Money: What is one thing you're doing to live a meaningful and intentional life by design?Other's Life and Money: What is one life or money hack that you can share that will make an impact in others' lives right now?Life & Money in the World: What's the one thing you're do...
Unconventional Passive Income Tactics to Fuel Your Real Estate Ambitions with Susan Elliott
How to use your home to help you reach your investment threshold Useful tips when you’re renting out your primary residenceHome Exchanges: How it works, its benefits, and common tenant inquiriesCreative ways to leverage your assets for additional income
The Life & Money Show Spotlight:
Your Life & Money: What is one thing you're doing to live a meaningful and intentional life by design?Other's Life and Money: What is one life or money hack that you can share that will make an impact in others' lives right now? Life & Money in the World: What's the one thing...Ditch Landlord Woes Through Passive RE Syndication with G. Brian Davis
Challenges in finding the right property manager Simple ways to get started with passive real estate syndicationsSparkRental: What it does and how it allows passive investors to take part in property deals The value of vetting passive syndication deals as an investor community Housing hacks and their transformative impact on personal finances
The Life & Money Show Spotlight:
Your Life & Money: What is one thing you're doing to live a meaningful and intentional life by design?Other's Life and Money: What is one life or money hack that you can share that will make an impact in othe...
