Martinis and Your Money Podcast

This December is my final year-end month for Martinis and Your Money, and around this time every year, I’m always talking to clients about goal setting for the following year. One of the most important financial goals that I am most passionate about is Financial Independence, and that’s the ability to work because you WANT to work and not because you HAVE to work. 

It’s the number one goal we give to all of our clients at Financial Gym, and it’s the number one goal I beg of you to set for 2024 and beyond. Joining me today is Jessica, co-founder of the Fioneers and a voice for the SlowFi movement. She joins me today to share about her journey to FI and the lessons her community has taught her along the way.

For more information, visit the show https://www.martinisandyourmoney.com/show-notes/episode507-the-fioneers

Direct download: MAYM_507_The_Fioneers.mp3
Category:investing -- posted at: 1:30am EDT

One of the financial goals that I am most passionate about is Financial Independence and that’s the ability to work because you WANT to work and not because you HAVE to work. It's the number one goal we give to all of our clients at Financial Gym and it’s the number one goal I beg of you to set for 2024 and beyond. 

Joining me today is Jamila Souffrant founder of Journey to Launch and Author of the new book Your Journey to Financial Freedom to discuss how she became a voice in the FI space and why her book is the perfect guide for you to start your own FI journey.

For more information, visit the show https://www.martinisandyourmoney.com/show-notes/episode506-jamillasouffrant

 

Direct download: MAYM_506_Jamila.mp3
Category:investing -- posted at: 1:30am EDT

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

On the last Friday of the month, I host the Happy Hour on the podcast, where I gather great friends to drink cheap drinks and talk about money topics. This month, I’ve been talking about student loans and celebrated a significant milestone when I hit my 500th podcast episode. 

Colin and Melanie joined this week to share their thoughts and experiences with student loan debt, and we toasted my big 500 episode accomplishment and discussed what life will be like for me after this show ends.  

For more information, visit the show https://www.martinisandyourmoney.com/show-notes/episode501-happy-hour-crew-looks-back

Direct download: MAYM_501_HH_Oct_2023.mp3
Category:investing -- posted at: 1:30am EDT

This month we’re focused on a subject that’s important for over 43 million Americans: student loan debt. Because of Covid-19, the federal government gave student loan borrowers a three year reprieve on payments; however, this month they are returning. Today is an extra special episode because it’s not only the 500th episode, but it’s also the first time we are having client number one on the podcast.

Jillian started working with Shannon exactly 10 years ago this month and the main reason she reached out was because of the student loan debt she was taking on to get her masters. She joins to share her student loan journey and also her journey as a Financial Gym client for the past 10 years. We’re excited to celebrate the 500th episode with one of Shannon’s favorite people on this planet! 

For more information, visit the show notes https://www.martinisandyourmoney.com/show-notes/episode500-client-number-one

Direct download: MAYM_500_Jillian.mp3
Category:investing -- posted at: 1:30am EDT

This month, we’re focused on a subject that’s important for over 43 million Americans: student loan debt. Because of COVID-19, the federal government gave student loan borrowers a three-year reprieve on payments; however, this month, they are returning. 

There are several repayment options for federal student loan debt, and today, we are sharing with you some positive news and motivation for people who may qualify for the forgiveness programs available. 

Joining today are Danielle and Katie, two Financial Gym clients who have both had their federal loans forgiven. They join me to share how they did it, the process, and why you should apply even if you’re not sure it’s time for you. 

For more information, visit the show notes https://www.martinisandyourmoney.com/show-notes/episode499-pslf-achieved

Direct download: MAYM_499_Student_Loan_Forgiveness.mp3
Category:investing -- posted at: 1:30am EDT

For the final season of Martinis and Your Money, I’m focused on delivering you the best of the best. The best of what I’ve learned over the past nine years of podcasting, the best guests, the best topics, and so much more. 

This month, I’m focused on an important subject for over 43 million Americans: student loan debt. Because of COVID-19, the federal government gave student loan borrowers a three-year reprieve on payments; however, this month, they are returning. 

Joining me today is Robert Farrington, America’s Millennial Money Expert and founder of the website The College Investor, to discuss what you need to know if you have student loans and also what parents of college-age children or soon-to-be college-aged children (like me) need to know to avoid student loans in their future. 

For more information, visit the show notes https://www.martinisandyourmoney.com/show-notes/episode498-robert-farrington

 

Direct download: MAYM_498_college_investor.mp3
Category:investing -- posted at: 1:30am EDT