Financially Intentional

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Join me in today's classic episode as I talk with R Persichitte, a money expert who helps people avoid scams. We chat about what fraud is, how it is different from rip-offs, and ways you can keep your money safe. R shares real stories about people who lost their savings and gives easy tips to protect yourself. Listen in to learn how to keep your money where it belongs.

About our guest:
R Persichitte, CPA, CFP®, CFA, CFE, guides business leaders and individuals through tax, investment, and financial planning decisions. A...

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Today's episode is such a full circle moment. I’m talking with Odunayo Ajayi, a Nigerian immigrant, mom, wife, Microsoft Technical Program Manager, author, and personal finance educator who went from student loan debt to building real wealth. We talk about paying off debt, getting on the same page with your partner, building an emergency fund, investing for your kids, and why money should not be a secret in our homes. Odunayo’s story is proof that you can start where you are, learn what you need, and build a life with more peac...

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In today's episode, I sit down with Jennifer Beeston, a top mortgage expert, to talk about what you need to know before getting a home loan. We discuss why it’s so important to shop around for rates, how to avoid being ripped off by lenders, and the hidden costs that come with buying a home. Jennifer shares practical tips on how to make the best financial decisions, whether you're buying your first home or are a seasoned investor.

About our guest:
Jennifer Beeston is a nationally recognized mortgage and re...

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In this episode, I talk with Andy Ellwood, the founder of Stretch Groceries, an app that helps you compare prices at stores near you before you shop. Groceries are taking up more and more of our money, and I know so many of us are tired of guessing how much things will cost when we get to the store. Andy shares how becoming a dad helped him see just how wild grocery prices can be, why families need more help saving money, and how AI can make grocery shopping easier. We also talk...

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Today's episode is such a treat because I’m sitting down with my friend Cody Berman, who became financially independent in his 20s and just released his book Retire by 30. Cody shares how he left corporate America, built side hustles, kept his expenses low, invested the gap, and created a life where work is now a choice. We talk about FIRE, digital products, real estate, house hacking, lifestyle creep, money with your partner, and why you do not have to do everything at once to change your life.

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In this classic episode, I had a conversation with Chris Miles, who went from being a traditional financial advisor to retiring in his twenties by creating passive income streams. Chris shares his incredible story of discovering that the old-school methods of saving and investing weren’t enough for the kind of freedom he wanted. He walks us through the ups and downs of his financial journey, how he bounced back after losing it all, and what he did to rebuild through real estate, cash flow strategies, and other income-producing investments.

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In today's episode of Financially Intentional, I sit down with Cimone Casson, a powerful entrepreneur who built a multimillion dollar insurance and tech company starting with just $400. Cimone shares how she went from a nontraditional path to creating real wealth, owning the room, and helping athletes, business owners, and high earners protect their money before things go wrong. We talk about NIL deals, athlete insurance, AI, contracts, building a business without a college degree, and why chasing the wrong bag can cost you the real money.

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Cimone...

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In today's classic episode, I sit down with Kelly Ann Winget, an incredible expert in the world of private equity, to talk about how she broke into a male-dominated field and built her own path to wealth. Kelly shares the lessons she learned from her parents about money, how to build generational wealth, and why it’s so important to include women in investment conversations. We also discuss practical tips for making smart financial decisions, teaching your kids about money, and the importance of finding the right people to help manage your wealth.

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In today's episode, I sat down with David Delisle, creator of The Golden Quest, a graphic novel that helps kids learn about money in a simple and meaningful way. David shares how he started investing at age 11, how that shaped his view of money, and why financial literacy matters for both kids and adults. We talk about making smart money decisions, building healthy money habits, and why it’s never too late to start learning how to use money more intentionally.

About our guest:
David Delisle is the founder of Th...

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In today's episode, I sit down with Jack Howard from Ally to talk about the real cost of being single and why so many people still feel stress and shame around money. We talk about Ally’s study on singledom, why many women are choosing peace and freedom even when money feels harder on one income, and why being single does not mean you should avoid working on your finances. We also get into how money stories, fear, and past experiences can shape the way we spend, save, and talk about money in re...

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In this classic episode, I chatted with Joseph Reinke, founder of FitBUX, about the money habits that can shape your financial future for years to come. Joseph shares what young professionals need to know about student loans, mortgages, financial planning, and avoiding lifestyle creep as income grows. We also talk about why financial education matters so much, how simple consistent steps can help you build wealth over time, and the way he started teaching his daughter about earning, saving, and business at a young age.

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Joseph...

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Money is not just numbers, and in today's episode, I’m talking with Tari Vickery about the emotional side of money and how money trauma, fear, and scarcity can shape the way we spend, save, and build wealth. Tari shares how her family history affected her money story and why having more money does not always bring peace or financial wellness. We talk about how old money beliefs can follow you into adulthood, why some people still feel anxious even when they have enough, and how healing your relationship with money can help yo...

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In today's episode, I’m talking with Sahirenys about how a simple money system can help you stop feeling behind and start feeling more in control. She shares how watching her family lose everything in the 2008 recession changed her life, and how that led her to create the High Five Banking Method, a simple way to use five bank accounts for bills, spending, emergencies, and goals. We also talk about why making more money is not enough if you do not have a plan, how to get ahead of your bills, how to st...

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In today's episode, I sit down with Shellee Howard to talk about how parents can help their kids go to college without taking on huge debt. We get into college planning, scholarships, FAFSA mistakes, and why the right school is not always the most expensive or most famous one. Shellee shares how her son went to Harvard debt free, why families need to start planning early, and how to think about college costs, return on investment, and real options before it is too late.

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Shellee Howard...

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Want to feel calm about money and start to build wealth? In today's episode, I sit down with Bola Sokunbi, the founder of Clever Girl Finance and the author of Clever Girl Millionaire. Bola shares how she learned the money rules as a first generation immigrant, the mistakes she made, and the simple steps that helped her save, invest, and become a millionaire. We talk about building wealth with a real budget, starting small with investing, and changing your circle of influence so better money habits feel normal. She also shares how she...

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In today’s episode, I’m talking with Uma Viswanathan, cofounder of True Worth, about your money story and how it shapes the way you spend, save, and build wealth, especially if you’re a first generation wealth builder. We dig into how family, culture, and stress can create money habits that don’t match the life you want, and how shame can keep you stuck even when you’re doing “all the right things.” Uma shares a simple tool she calls the power of the pause so you can notice your triggers before you buy...

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In today's episode, I talk with Bri Franklin, a money coach who helps people pick a smart path after high school. We talk about college costs and student loans, and what to ask before you sign for debt. Bri shares ways to cut student loan debt, like help money, scholarships, a lower cost school, job skills, or a trade. We also talk about loan offers that sound good but can hurt you later. If you or your kid is thinking about college and student loans, this talk will help.

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In today's episode, we are joined by Miles Spencer, the founder of Reflekta.ai, to talk about a new way to save your family stories with AI. Miles shares how AI can take your photos, memories, and values and turn them into a voice you can talk to, even if the person is no longer here. We also talk about how Reflekta.ai keeps things safe by using a family “keeper” who controls what gets added, and why privacy matters so this stays about real memories and not fake videos.

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In today's classic episode, we are joined by Regina McCann Hess, a financial expert who helps women navigate their finances, especially during divorce. Regina shares her journey from being a critical care nurse to a financial advisor and how she found her niche in helping women manage their money. We discuss the unique financial challenges women face, like earning less than men and stepping out of the workforce for caregiving. Regina explains how divorce, although tough, can be an opportunity for a fresh start. We also dive into the importance of teaching kids...

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In today's episode, I sit down with Dr. Darla Bishop from Finances to talk about how families can build a better relationship with money and raise kids who are money smart. We share simple ways to teach kids money skills in real life, like what to do when they want something at the store, how small jobs and a piggy bank can help, and how to talk about money without stress or shame. We also discuss why credit and money habits can affect your future and even your health, and how you can...

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In this classic episode, I talk with Michelle about what workers can do when the rules at work feel unfair, like confusing job contracts, “no compete” rules, and changes that can affect pay and overtime. We break down what these ideas mean in simple words, how to protect yourself, and what to watch for before you sign anything. We also talk about practical ways to earn more money, like picking up side work, asking for raises, and learning skills that make you more valuable.

About our guest:
Michelle Jackson is the...

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In today's classic episode, I sit down with Zach Whelchel to talk about why budgeting can feel so hard and how to make it way simpler. Zach shares how a zero based budget works, why giving every dollar a job can lower your stress, and how to build a plan that still includes fun, goals, and real life surprises. We also talk about what it’s like to get help from a budget coach, how accountability can keep you on track, and small steps you can take today if you’re tired of feel...

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In today's episode, I talk with Dr. Aleksandra Gajer about why so many of us feel tired, stressed, and “off,” even when we’re trying to do all the right things. We break down what’s really happening with hormones, metabolism, and aging in a simple way, including why perimenopause can sneak up on you and why your doctor might not always connect the dots. We also share practical tips you can use right away, like how to build better meals, get enough protein, sleep better, manage stress, and support your body without extreme...

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In this classic episode, I’m walking you through a simple “just in case” money checklist that most of us avoid until it’s too late—and it’s perfect for a little financial spring cleaning right after the New Year. We talk about wills and trusts, updating your beneficiaries on things like life insurance and retirement accounts, and why you should keep a clear list of your bills, bank accounts, and key documents so your family isn’t stuck guessing. We also touch on planning for kids and college savings, plus a few real-life...

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Did you know that it was possible to tap into your permanent life insurance policy to buy real estate? Our Life Insurance Expert Acquania Escarne breaks down how she has been able to leverage her life insurance policies to purchase rental properties, syndications and even hotels! She shares how you can too and for far less money than you think.

About our expert:
Acquania is a financial coach, freelance writer, and independent life insurance producer with LifeTyme Financial Group, LLC. She is committed to helping people find financial freedom and...

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In today's episode, I’m joined by tax expert Hannah Cole from Sunlight Tax to make self employed taxes feel way less scary and way more doable, so you can stop missing write offs and stop overpaying. We walk through simple end of year moves like tax credits that are expiring soon, plus how an HSA can be a powerful savings tool and how SEP IRA vs solo 401k rules work as your business grows (including why an S corp change can affect your setup). Then we get into one of my favorite to...

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Our Expert CFP Dr. Jay and I revisit the long term care planning conversation and what I discovered from my conversation with my parents. To say that I feel underprepared is an understatement. Dr. Jay provides resources and things to consider when taking on the responsibility of caring for aging loved ones.

Have you created a plan for when you eventually need assistance with everyday activities and are unable to care for yourself for a long period of time? Do you know what you would do if the sole responsibility of...

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Have you created a plan for when you eventually need assistance with everyday activities and are unable to care for yourself for a long period of time? 

It's best to start considering long term care insurance when you're relatively young and healthy, as this will help you secure a lower premium rate. Generally, the younger and healthier you are, the more cost-effective and suitable the policy is likely to be. 

I was always under the assumption that I should purchase a policy somewhere in the age range of my mi...

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Portia Wood, Esq our Estate Planning expert joins us to discuss why estate planning is important for every adult. Learn the three aspects of estate plans that are a must. Understand the difference in using AI generated estate plans versus working with an estate planning attorney. 

Estate planning is an important step in making sure that your wishes for the future are clearly put in writing. That way, your wishes will be followed no matter what happens. You also want to make sure that your beneficiaries are informed and that they u...

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In today's episode I sit down with coach and author Amina AlTai to talk about what she calls the Ambition Trap and how it can push us toward stress and burnout instead of a life we actually enjoy. We share our own stories of chasing “perfect” success in work and money, getting sick and tired, and then slowly learning to listen to our bodies, heal old hurts, and make choices that fit who we really are. Amina explains how big goals, toxic work culture, and doing everything alone can hurt women and especially wome...

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In today's episode, I talk with Angel Mathis about how she paid off a big debt, saved a lot, and made work optional as a nurse. We share simple steps you can copy, like tracking your money, using your benefits, and investing a little each month. Angel also tells the real story of burnout and how clear boundaries and a plan helped her heal. We talk about buying a home with cash, taking time off to hike and travel, and building a life you love without fancy math.

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In today's episode I sit down with Terry Kirk to talk about money lessons from the 1929 market crash and the Great Depression. Terry tells real stories from his book Pitfall and from life on the Chicago trading floors. We break big ideas into simple steps you can use today like how to stay calm when markets drop how to protect your savings and how to keep a long term plan. We also talk about mindset shame and starting over after a loss. By the end you will know what went wrong back then...

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In today's episode, I sit down with Jack Howard to talk about money in a real and simple way. We share our first money memories, why feelings shape how we spend, and how to make a plan that fits your life. Jack explains Money Roots from Ally and how it can turn worry into calm. We talk about values based budgeting, easy money dates you can do with a partner, and why more people use prenups to protect love and goals. You will learn small steps you can try today like naming what...

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In today's episode, I sit down with Jeremy Cordon to talk about simple money ideas you can use today. We chat about why prices keep going up, what gold has meant in the past, and how Goldbacks work like small, spendable pieces of gold. I ask the questions you would ask, and Jeremy gives clear answers in plain words. You will learn easy steps to start saving, spending, and gifting in a smarter way. If you want your money to hold its value, this show is for you.

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In today's episode I talk with Mike Dwyer about simple steps to find work and grow your career right now. We share an easy plan you can do in five hours or five days or five weeks to build momentum and take more shots on goal. We show how to make a small personal board of three or four people who will give you honest feedback and help you try new things. We also talk about durable skills like telling a clear story and using basic tools, plus ways to explore paid paths...

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In today's episode, I sit down with Gino Barbaro, an investor and certified money coach, to talk about money, family, and simple steps to take control of your future. We dig into money stories from childhood, how they shape our habits, and how to heal them so we can find peace with our spouse and teach our kids with confidence. We break down how banks make money and what it means to become the boss of your money with values based choices, cash flow, and real estate you can understand. By the end...

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In today's episode, I talk with Tim Smith, a Certified Financial Planner, about how to make money simple for families. We share easy ways to teach kids about saving, spending, and giving. We also talk about the real cost of college and how to plan before loans pile up. Tim explains why small habits like using cash envelopes, checking your bank app, and setting clear goals can help you feel calm and in control. We cover how to start money talks at home, even if you feel nervous, and how to make a...

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In today's episode, I sit down with Paul Compeau, a friendly CFP who helps families pay less for college. We talk about simple steps you can take right now, like filling out FAFSA the right way, building a smart college list, and knowing the real price before you say yes. Paul shares easy tips to find money you don’t have to pay back, how to ask schools for a better offer, and what to do if you didn’t save enough. We also cover common mistakes to avoid so you don’t hurt y...

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In today's episode, I sit down with Jason Brown to talk about money, mistakes, and second chances. Jason shares how he once lost a lot of money in the stock market, then learned simple rules to trade smarter and win back his confidence. We talk about living below your means, making a short “sacrifice season,” and building habits that help your family for the long run. Jason explains options in plain language, why taking small profits adds up, and how to keep your cool when prices jump around. You’ll hear real stories about...

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In today's episode I sit down with John Dinsmore, a marketing professor and author of The Marketing of Debt, to talk about why money choices can be so tricky. We share how even people who study finance still make mistakes, and how companies use smart tricks to get us to spend more than we should. We break down how credit cards, loans, and status symbols are sold to us, and what steps we can take to fight back and make better money moves.

About our guest:
John Dinsmore is a...