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. 

This is the last episode of 2022, and for the 7th straight year in a row, we are going to share our highs and lows for the year; we’re going to review the goals we set last year and set some new goals for 2023. Other than being a special year-end Happy Hour, today we have an extra special, supersized Happy Hour event that I am so excited to share with you. 

We have some returning Happy Hour ladies to update you on their years; we’re saying farewell to a Happy Hour regular and sharing what’s to come for Happy Hours in 2023. It is a super special not-to-miss episode. 

For more information, visit the show notes at https://www.martinisandyourmoney.com/show-notes/episode453

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 Jason Vitug, founder of the financial website Phroogal and author of the upcoming book Happy Money Happy Life. Jason is a personal friend from the financial blogging space whom I’ve known for over 9 years now. The last time he was on the podcast, he was promoting his book, You Only Live Once, the Roadmap to Financial Wellness and a purposeful life. He’s back today to promote his second book, and I honestly feel as though Happy Money is the exact book we all need right now. 

The last few years of pandemic, inflation and global unrest has made for some challenging times to manage our finances and maintain a healthy relationship with money. Jason’s book is the perfect guide to navigating your why around money and crafting a roadmap for success in all of your wellness pillars, not just money. 

For more information, visit the show notes at https://www.martinisandyourmoney.com/show-notes/episode452

This is one of the last podcasts of the year and during the month of December, I’m always talking to clients about year-end planning, especially around taxes and charitable donations. We’ve talked about charitable giving specifically with Donor Advised Funds on this podcast as Mrs. Frugalwoods is a big proponent and shared how she utilizes them to not only help with their tax planning but also how her family is able to give more meaningfully because they have the funds. 

I have always loved the idea of Donor Advised Funds, but always hated how they seemed to only be a conversation topic for wealthy families. Well, finally there is a great option for people of all financial shapes and sizes to consider Donor Advised Funds and it’s called Daffy. 

Joining me today is Adam Nash, CEO and Co-Founder of Daffy to talk more about Donor Advised Funds, why December is the perfect time to start one, and how Daffy is making it easier for all of us to give back not only in December but year-round for many years to come. 

For more information, visit the show notes at https://www.martinisandyourmoney.com/show-notes/episode451

As many of you know, I have a number of things on my plate, I wear a lot of hats. From running The Financial Gym, to working with my own clients, to working on this podcast. There are many days I think I need to cut back on podcasting. But on days like today, I am so thankful for this platform and 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 Elle Martinez, Elle was previously on the podcast to discuss her podcast and website, Couple Money. And she joins me today to share why she created a new podcast and website, Simplify & Enjoy and the unique approach she’s taking to the FI movement. I always love catching up with Elle, especially because she makes her own alcohol. 

For more information, visit the show notes at https://www.martinisandyourmoney.com/show-notes/episode450

At the Financial Gym, we have a Diversity, Equity Inclusion and Belonging team that works on various initiatives for the Gym and in 2022, they launched the Exercising Empathy Series where they focused on presenting one speaker a month to educate the team on various subject matters that could impact our clients. I personally attended these sessions that were held during our weekly professional development time and found each one incredibly helpful and informative and I’m excited to share some of those speakers with you on this podcast. 

Joining me today is Lillie Nkenchor, President of Lillie Nkenchor PC to discuss why she became a trust and estate attorney and why you don’t have to be wealthy to think about trust and estate planning. 

For more information, visit the show notes at https://www.martinisandyourmoney.com/show-notes/episode449