Holistic Money Podcast

As a financial planner, I learned early in my career that telling you what to “do” with money isn’t enough to get you the financial results you’re after. Instead, you have to change the way you think and feel about money and in this podcast I am going to teach you how to do just that. Over the past 7 years, I have taken myself from credit card debt and no savings to a 7-figure net worth. I did this without a budget or restrictive money plan, but instead smart, sustainable wealth building strategies combined with changing my relationship with money. In this podcast, you’ll learn the ins and outs of my no budget philosophy, practical wealth building strategies, and key mindset shifts to make it happen. There’s no shortage of information out there to tell you what to do with money, but teaching you how to think and feel about money to actually make it happen is my secret sauce. If you’ve been waiting for a podcast that gives you actionable strategies to not only build wealth, but also feel really good while you’re doing it, then you’re in the right place.

Episodes

Episode #50: What to Know Before You Buy Your First Home with Craig Pothier

In this episode, my husband Craig and I discuss the various fees associated with buying a home. As a Certified Financial Planner and money coach, I provide insights on the financial aspects, while Craig, a local real estate agent, shares his ex...

November 16, 2023 • Episode 50 • 20:35

Psychology of Debt: 4 Steps to Quit the Credit Card Debt Cycle For Good

In today’s episode, you’ll learn how to break the credit card debt cycle. I've been there myself, spending most of my 20s and early 30s in credit card debt. But now, I want to teach you how to break free from this cycle for good. If you're tire...

November 09, 2023 • Episode 49 • 17:13

Managing Work & Motherhood: Returning Back to Work After Maternity Leave Feat. Christina Wanta - Part 2

Join me and Christina as we continue our discussion on preparing for maternity leave and the journey of motherhood. In this episode, we focus on the experience of maternity leave itself, including the shift in mindset and the importance of embr...

October 26, 2023 • Episode 48 • 32:13

How to Financially Prepare for a New Baby & Going on Maternity Leave Feat. Christina Wanta - Part 1

In this episode, I am joined by my friend Christina Wanta to discuss how to financially and mentally prepare for maternity leave and having a baby. We share our different experiences as a corporate employee and an entrepreneur. Part one focuses...

October 18, 2023 • Episode 47 • 31:00

{How Did She Afford That?} How Meg went from a shopping addiction to achieving financial independence in 6 years

This episode concludes the "How Does She Afford That" series where I interviewed creative entrepreneurs who have found nontraditional paths to financial success. It is the final installment of the series for 2023, but there’s the possibility of...

October 12, 2023 • Episode 46 • 43:07

{How Did She Afford That?} How Anna left her corporate job to embark on 3-year global sabbatical & start her own design build company

In this episode of the Creative Wealth Building Series, mindset coach and co-founder of Happy Karma Homes, Anna K. Morris, shares her inspiring journey of leaving corporate jobs and embarking on a three-year global sabbatical. Anna and her husb...

October 05, 2023 • Episode 45 • 38:43

{How Does She Afford That?} How Amanda went from trading her time for money to earning 6-figures in passive income annually

Hey everyone, in this episode, I had the pleasure of interviewing Amanda Horvath, a successful YouTuber who went from running a video production business to making six figures in passive income through her YouTube channel. Amanda shares her jou...

September 28, 2023 • Episode 44 • 36:40

{How Does She Afford That?} How Faith Went From Living in a Tent to Building a Multi 6-figure Business & Buying Her First Rental

In today's episode, I'm interviewing Faith Mariah, who is a real estate investor, a multi six-figure business owner and a digital nomad. In this episode, I'm going to pull back the curtain on how Faith went from living in a tent for most of her...

September 20, 2023 • Episode 43 • 36:59

{How Do They Afford That?} How Marlena Went from Special Ed Teacher to Owning an Off-Grid Retreat Center

In today’s episode, I interviewed Marlena Jarjoura, a self-made entrepreneur and founder of Hill Country Nature Retreat Center. Marlena shares her journey from teaching children to co-creating an off-grid oasis with her husband in the Texas Hil...

September 14, 2023 • Episode 42 • 36:36

Bulletproof Your Career, Avoid Layoffs and Maximize Your Earnings with Pat Romboletti

In today's episode, I have the pleasure of interviewing Pat Romboletti, a renowned author, Ted X speaker, and career coach. We dive deep into the concept of bulletproofing your career and how to navigate unexpected career changes. Pat shares va...

September 07, 2023 • Episode 41 • 30:03

6 common investing mistakes that can cost you millions

Today's episode is all about the six most common investment mistakes that I see derailing you from your investment returns and your long term financial progress. These mistakes are so common. I see them time and time again. They're promoted by ...

August 31, 2023 • Episode 40 • 23:26

Psychology of Wealth: How to develop a millionaire money mindset

In this episode, I'm going to go through five different principles of a millionaire money mindset. Each of these principles will give you a deeper understanding of how millionaires think about their life, money and wealth to support them in the...

August 24, 2023 • Episode 39 • 25:43

Breaking Down Millionaire Mindset Blocks with Sarah Nemecek

Welcome to today's episode! I'm thrilled to be joined by Sarah Nemecek, a seasoned life and business coach specializing in assisting C.P.A.s. In this episode, we delve into the Top 3 Millionaire Money Mindset Blocks. We uncover th...

August 17, 2023 • Episode 38 • 33:37

The wealth building strategy that made me a millionaire at 35

In today's episode,I'm going to tell you exactly what my husband Craig and I did over the past five years that has resulted in not only a seven figure net worth, but also six figures in passive income off of the investments that we've made thro...

August 10, 2023 • Episode 37 • 19:55

How to get started in real estate investing

“My advice is to get into real action for your real estate goals. Learn the information that you need to know about your specific financial situation and the ways you want to invest so you can start to get real estate properties under your belt...

August 03, 2023 • Episode 36 • 19:32

Raise Financially Thriving Kids With Gayle Reaume From MoolahU

In this episode, I am joined by Gayle Reaume, the CEO and Founder of MoolahU, to discuss how to prepare children for financial success in the real world. Gayle shares her inspiring background and the mission of MoolahU. We address emotional tri...

July 27, 2023 • Episode 35 • 33:40

Everything You Need To Know About A HELOC

In today's episode of the Holistic Money Podcast, I dig into the topic of HELOCs (home equity lines of credit).I explain the concept of a HELOC, its benefits, and how to qualify for one. Emphasizing the importance of strategic and responsible b...

July 20, 2023 • Episode 34 • 14:21

How to Make Better Spending Decisions

Welcome back to the Holistic Money Podcast! I have a treat in store for you in today's special episode. We'll be diving into intentional spending through a behind-the-scenes recorded call from the Holistic Money Program. This insightful con...

July 06, 2023 • Episode 33 • 16:36

How to Get Started with Multiple Income Streams

“Just like investors want to diversify their investments, diversifying your income helps you reduce risk with money.”In today's episode, we'll discuss one of my favorite personal finance topics: multiple income streams. I have been a mul...

June 29, 2023 • Episode 32 • 18:02

What's more valuable than money with spiritual guide and life coach, Amanda Grace

In today's episode, I am interviewing Amanda Grace. Not only is she a former client, but what truly captivates me about Amanda is her remarkable intellect. We will delve into a topic we touch on in every episode: money. However, today we're goi...

June 22, 2023 • Episode 31 • 37:17

How to optimize your savings, spending, and investments for your dream life

Welcome to today's episode! I'll be addressing a common question I frequently receive: How much money should I be spending, and how much should I be making based on the lifestyle I desire? Many of you seek guidance on whether you're managing yo...

June 15, 2023 • Episode 30 • 13:58

How to Feel Confident with Money

How to Feel Confident with Money“I believe that financial confidence is the most important component to financial success, wealth building, and making great financial decisions. It all starts with financial confidence.”<...

June 08, 2023 • Episode 29 • 15:24

5 things everyone should do with their money

In the midst of a busy season in my life, I've been juggling multiple responsibilities: Managing our Airbnb rentals, taking care of our expanding animal farm, preparing for a hundred-mile run, attending a friend's wedding, and expecting a baby ...

May 30, 2023 • Episode 28 • 15:40

Nitty Gritty, Not So Pretty Money Lessons

In today's episode, I'll be sharing the biggest money lessons I've learned throughout my journey, taking my net worth from negative $40,000 in credit card and student loan debt to a seven-figure net worth. I'll be opening up about p...

May 25, 2023 • Episode 27 • 21:25

How to Use Debt like a Rich Person

In today’s episode, we’re exploring the multifaceted world of debt.You’ll learn the three key ways to harness debt effectively and transform debt from a weapon into a valuable tool. Moreover, we'll explore the concept of strategic leverage w...

May 18, 2023 • Episode 26 • 17:35