Martinis and Your Money Podcast

Today is the last Friday of the month, and on the last Friday of the month, we host the happy hour on the podcast, where we gather great friends to drink cheap drinks and talk about money topics. 

This month of the show, we’ve been discussing investing to celebrate the launch of Financial Gym’s investment management subsidiary, FG Advisory Services, LLC. This happy hour is a time to share more with friends what was shared with this team, and that’s why this business line is so important to me and why we’ve fought so hard to make it happen.

For more information, visit the show https://www.martinisandyourmoney.com/show-notes/episode505-hh-investing

Direct download: MAYM_505_HH_Nov_2023.mp3
Category:investing -- posted at: 1:30am EDT

This month, we’re focusing on investing. We’re very excited to announce that the team at Financial Gym will finally be able to start investing our clients’ money. For the past 10 years, we have coached clients to become first-generation wealth holders, and we want to continue on the journey with them and help them grow and build that wealth. 

Today, Garrett and Sara, both long-time trainers at Financial Gym who plan to help grow our investing division, join the show. They join to share some situations we’ve witnessed with clients that have motivated us to change the wealth management industry. 

For more information, visit the show https://www.martinisandyourmoney.com/show-notes/episode504-RIA

Direct download: MAYM_504_FG_RIA.mp3
Category:investing -- posted at: 1:30am EDT

For the final season, I’m focused on delivering to you the best of the best. The best of what I’ve learned over the past 9 years of podcasting, the best guests, the best topics and so much more. This month I’m focusing on investing. I’m very excited for my listeners to be the first people to know that in just two months, my team at Financial Gym will finally be able to start investing our client’s money.

For the past 10 years, we have coached clients to become first generational wealth holders and we want to continue on the journey with them and help them continue to grow and build that wealth. Joining me today is my good friend Joe Saul Sehy. Joe and I were both financial advisors before the work we do now and I always love his insights and behind the scenes observations of financial advisors. Joe joins me today to share when he thinks people should engage a financial advisor, and his answer may surprise you. 

For more information, visit the show https://www.martinisandyourmoney.com/show-notes/episode503-joel-saul-sehy

Direct download: MAYM_503_Joe.mp3
Category:investing -- posted at: 12:30am EDT

This month we’re focusing on investing. In just two months, my team at Financial Gym will finally be able to start investing our client’s money. For the past ten years, we have coached clients to become first generational wealth holders and we want to continue on the journey with them and help them continue to grow and build that wealth. 

Joining me today is Amanda Holden, founder of Invested Development to talk about common myths about investing. I always love how Amanda breaks down investing topics and I hope you will too. 

For more information, visit the show https://www.martinisandyourmoney.com/show-notes/episode502-amanda-holden

Connect with Amanda Holden 

Website: Invested Development 
Instagram: @dumpster.dogg
TikTok: @dumpster.doggy 

Resources Mentioned: 

Direct download: MAYM_502_Amanda.mp3
Category:investing -- posted at: 1:30am EDT

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