How to Travel Slowly with Suzy May - 201 This Week's Money Talking Points 1. What is slow travel? Slow travel is all about trading in that “go-go-go” mentality for a chance to actually live in the places you visit. Instead of cramming your entire itinerary into a few short days, you settle into one location for weeks, or even months. It’s a shift from being a tourist who checks off the top three attractions to being a temporary local, walking the neighborhoods, exploring hidden gems, and...
10 days ago • 3 min read
Answering Your Questions! Episode 200! This Week's Money Talking Points 1: What’s the biggest money question on your mind? We all have that one money question that just won’t leave our brains. Right now, I'm figuring out how to handle what I think might be an over-contribution to my Roth IRA for 2024. Yep, even the “money guy” makes mistakes! It’s a little nerve-racking because it could mean penalties and a tangle of tax forms. But here’s the thing, I share this because we all have those...
17 days ago • 2 min read
How To Get Started with Travel Hacking with Tim Walker - 199 This Week's Money Talking Points Travel hacking is one of those topics that sounds almost too good to be true: free flights, free hotel stays, and even luxury travel without the painful credit card bill. After my conversation with Tim Walker, I’m seeing both the excitement and the caution flags in this space. Let’s dive into this week’s money talking points and see how you can start a conversation with your own money buddies. 1....
24 days ago • 3 min read
The Superpower of Intentionality with Justin Taylor - 198 This Week's Money Talking Points 1. How can you be intentional with your money? Being intentional with your money starts with paying attention to where it actually goes. Justin shared a great example: if you can’t remember what you had for lunch last Tuesday, maybe that $15 meal wasn’t the place to focus your spending. On the other hand, the concert you went to two months ago that still makes you smile? That’s a memory worth paying...
about 1 month ago • 3 min read
Setting Yourself Up for Success with Scott Maderer - 197 This Week's Money Talking Points This week’s Money Talking Points come straight from my conversation with Scott Maderer, and honestly, I left the interview feeling both inspired and challenged. We dug deep into what it means to truly live your calling, how to identify it, and why setting up financial systems can completely change your life. Here’s a closer look at our three talking points this week: 1. Does everyone have a calling? I’ve...
about 1 month ago • 3 min read
Should We Let AI Manage Our Money with Ronika Khanna - 196 This Week's Money Talking Points 1. How is AI actually useful in helping with our money? AI has the potential to revolutionize how we manage our personal finances by offering tools that streamline and enhance our financial decision-making processes. One of the most significant advantages of technology, but also AI, is its ability to automate routine tasks, such as budgeting and bill payments. By using tech and platforms, you can set...
about 2 months ago • 3 min read
The Opportunity of Simple Index Investing with Nicole Meihofer - 195 This Week's Money Talking Points 1. What if I don’t want to manage my investments but want to do it on my own? One of the biggest concerns I hear from people eager to start investing is the fear of managing their portfolio themselves. The thought of constantly monitoring the market, deciding when to buy or sell, and understanding complex financial jargon can be overwhelming. But here’s the good news! You don’t have to be a...
about 2 months ago • 3 min read
How to Start Saving Money with Steve Short and Mark Schlipman - 194 This Week's Money Talking Points 1. How are you saving your money? In today’s episode, I kicked off our lively discussion with Steve Short and Mark Schlipman by diving straight into a question that’s on many people’s minds: “How are you saving your money?” Both Steve and Mark brought a wealth of experience and practical advice to the table, emphasizing that saving isn’t just about stashing away cash in a bank account. Steve,...
about 2 months ago • 3 min read
What if I Make a Financial Mistake with Monica Kaufman - 193 This Week's Money Talking Points 1. What’s a money mistake you’ve made? Let’s dive into something we all face but often shy away from discussing: money mistakes. I know firsthand how daunting it can be to admit when you’ve slipped up financially. In today’s episode with Monica Kaufman, a seasoned CFP® and founder of Harmony Wealth Academy, we opened up about our own blunders. Monica shared how, despite her extensive experience at...
2 months ago • 3 min read