Hello Martinis and Your Money Listeners! As many of you know, I work with a team to produce one new episode a week despite running a business; and around the summertime, I always feel the need to take a little break from the podcast to refuel my creative juices where the show is concerned. So, I take the month of August off from airing new shows, and during this time, I replay some of my favorite episodes from this past year. I hope you enjoy hearing again or for the first time some of my favorite episodes of this past year. I’ll be back in September with new shows and hopefully some exciting news about Financial Gym. Until then, I hope you enjoy the rest of your summer and I’ll see you in September!

Hello Martinis and Your Money Listeners! This was the last Friday of November 2022 and my regular listeners know that on the last Friday of the month, I host the happy hour on the podcast where I gather great friends with me to drink cheap drinks and talk about money topics. For this month on the podcast, we’ve been talking about something we call Gym Magic at Financial Gym. Gym Magic happens when a client experiences a positive financial health result after joining the Gym and focusing on their finances. Helping clients find Gym Magic is probably one of the biggest reasons why I’ve committed everything I own to building Financial Gym. I love hearing success stories, especially with all of the crazy stories going on in the world right now, I thought we could all use a month of hearing about Magic and it continues to Happy Hour. The ladies share some of their stories of finding financial success and the surprising ways in which they found it. 

For more information, visit the show notes at https://www.martinisandyourmoney.com/show-notes/episode435

Hello Martinis and Your Money Listeners! As many of you know, I work with a team to produce one new episode a week despite running a business; and around the summertime, I always feel the need to take a little break from the podcast to refuel my creative juices where the show is concerned. So, I take the month of August off from airing new shows, and during this time, I replay some of my favorite episodes from this past year. I hope you enjoy hearing again or for the first time some of my favorite episodes of this past year. I’ll be back in September with new shows and hopefully some exciting news about Financial Gym. Until then, I hope you enjoy the rest of your summer and I’ll see you in September!

This was the first episode of a new year and I wanted to focus this episode on one of my favorite things to start a new year with, goal setting. For most of my childhood and adult life, I hated New Year’s resolutions and the idea of goal setting because I am such a type A overachiever that I was always afraid of setting myself up for failure. It wasn’t until 10 years ago, when I became a financial planner and saw the game-changing power of goal setting for others, that I adopted it in my own life and my team at The Financial Gym works on this with their clients every single day.

Joining me today to talk about some secrets to goal setting and why it may not have worked for you in the past is one of my trainers from The Gym, Victoria. Victoria is actually a long-time podcast listener, but this is her first time as a guest!

For more information, visit the show notes at https://www.martinisandyourmoney.com/show-notes/episode434

Hello Martinis and Your Money Listeners! As many of you know, I work with a team to produce one new episode a week despite running a business; and around the summertime, I always feel the need to take a little break from the podcast to refuel my creative juices where the show is concerned. So, I take the month of August off from airing new shows, and during this time, I replay some of my favorite episodes from this past year. I hope you enjoy hearing again or for the first time some of my favorite episodes of this past year. I’ll be back in September with new shows and hopefully some exciting news about Financial Gym. Until then, I hope you enjoy the rest of your summer and I’ll see you in September!

I have been working as a financial planner for over 10 years now and while my clients are all unique with different life goals, a common question that comes up repeatedly is how to best save for retirement, specifically, should you utilize a traditional IRA or 401k plan, otherwise known and the pre-tax options or utilize a Roth IRA or Roth 401k plan or the post-tax options. This question has become increasingly important given that the Roth options have appeared in recent legislative bills, so I thought I would bring on the show a good friend of mine and an expert in helping plan for retirement, Michael Kitces. Michael is the Chief Financial Planning Nerd of Kitces.com, which teaches and trains financial advisors, he’s Head of Planning Strategy for Buckingham Wealth Partners, which provides wealth management to retirees. And Co-Founder of XY Planning Network, a network of 1,500+ fee-only financial planners who provide advice to consumers in their 30s, 40s, and 50s. Michael joins me today to help answer the question, to Roth or not to Roth. 

For more information, visit the show notes at https://www.martinisandyourmoney.com/show-notes/episode433

Hello Martinis and Your Money Listeners! As many of you know, I work with a team to produce one new episode a week despite running a business; and around the summertime, I always feel the need to take a little break from the podcast to refuel my creative juices where the show is concerned. So, I take the month of August off from airing new shows, and during this time, I replay some of my favorite episodes from this past year. I hope you enjoy hearing again or for the first time some of my favorite episodes of this past year. I’ll be back in September with new shows and hopefully some exciting news about Financial Gym. Until then, I hope you enjoy the rest of your summer and I’ll see you in September!

At the Financial Gym, when a client experiences a positive financial health result after joining the Gym and focusing on their finances, we call it “Gym Magic.” Gym Magic and helping our clients find it and believe in it is so important to us that it’s a core value of the Gym. For over eight years now, I’ve witnessed the magic firsthand and every single one of my teammates has seen it as well. And I’m so excited to share with you that for the month of November, we’re going to share some of that Magic with you. This month I’m talking to clients and teammates who have truly experienced and witnessed results that are nothing short of magic and their stories and journeys are just what we need for this crazy time in life.

Joining me today are three trainers from the gym. Sara B, Bevin, and Kadri.

For more information, visit the show notes at https://www.martinisandyourmoney.com/show-notes/episode432