Martinis and Your Money Podcast

Today is the last Friday of the month 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. 

Since we are in the second to last month of the year, today, we’re talking about holiday and year end planning. I think this year more than ever it makes sense to take the time to plan and we share more about that in the show. There is plenty to do before we enter a new year and now is the time to do it. 

For more information, visit the show notes at https://www.martinisandyourmoney.com/show-notes/episode448

Direct download: MAYM_448_HH_Nov_2022.mp3
Category:investing -- posted at: 1:30am EDT

At the Financial Gym, we call the first meeting you have with a trainer, the “financially naked session.” In this meeting, you share everything about yourself financially so that the trainer knows where you’re starting so that they can make the plan for how you can get where you want to go. Above all other meetings, this one scares clients the most because they are afraid or ashamed of their financial situation. Over 3 years ago now on this podcast, I shared my financially naked session and it led to a request for more and now this is a regular series on this podcast. 

Getting in the hot seat today is Irene. Irene had been a long time podcast listener that took a risk and joined the Gym right at the beginning of the pandemic. She shares her story from student loan debt, to job changes and everything in between. 

For more information, visit the show notes at https://www.martinisandyourmoney.com/show-notes/episode447

Direct download: MAYM_447_Irene.mp3
Category:investing -- posted at: 1:30am EDT

As many of you know, I have a number of things on my plate from running the Financial Gym, to working with my own clients to working on this podcast and there are many days where I think I need to cut back on the podcasting, but then on days like today, I’m so thankful for this platform and this opportunity to share someone and a resource that I feel is truly beneficial and can help you live a better life. 

Joining me today is Jenn Cassetta, a health and empowerment coach and author of the book The Art of Badassery – Unleash Your Mojo with Wisdom from the Dojo. Jenn and I have been friends for years and I have always loved her message of empowerment through physical and mental strength and her book is the extension of all of that amazing wisdom. She joins me today to share more about the book and how you can apply martial arts lessons to your daily life. 

For more information, visit the show notes at https://www.martinisandyourmoney.com/show-notes/episode446

Direct download: MAYM_446_Jenn.mp3
Category:investing -- posted at: 1:30am EDT

Last month, I used Halloween as my inspiration to share with you the theme of Financial Horror Stories. And I had one more to tell, so the theme has rolled over in November. Last month I shared some client situations and my own where it felt as though we were starring in our very own Financial Horror Movie. Today’s episode is a little different. Joining me today is Financial Gym Trainer and Happy Hour co-host Joy Liu to discuss how life insurance and how you utilize it can create it’s own financial horror story. We discuss why we think it may or may not make sense to have it, when it makes sense to cancel it and what to do when you’re faced with the painful decision of deciding whether or not to continue paying into a horrible scenario and when you walk away. This is an important episode for anyone who has or is considering whether or not life insurance should be part of their financial health journey.

For more information check out our show notes here!

Direct download: MAYM_445_Joy_Insurance.mp3
Category:personal finance -- posted at: 1:30am EDT

1