Episodes
Jan. 18, 2021
#046: How is Your Financial Health?
Once per year I recommend sitting down and look at where your Financial Health is. Just like if you would go to the doctor’s office to get an annual check-up. The idea here is to see how much progress you’ve made. I am a big…
Jan. 15, 2021
#045: Favorite Time Hacks | Emily Martinez
In this interview second interview with Emily Martinez, time hacking expert, we go about discussing her favorite time hacks you can apply in all areas of your life: family, household, relationships & business. Learn true and…
Jan. 14, 2021
#044: Want to Hack More Time into Your Life? | Emily Martinez
In the next two episodes, I share an interview with a time hacking expert Emily Martinez. This is the topic we all need to revisit, not just once a year, but every day! We are talking in this episode about how can we find mo…
Jan. 11, 2021
#043: How many financial accounts do I need?
Very frequently I get a question by my clients, friends and family about how many accounts they need to have? Checking, Savings, Online Savings, Money Market, Credit cards, etc. There is no right or wrong answer, it’s really…
Jan. 9, 2021
#042: Why I am refinancing, ONLY after 6 months of home purchase.
Mortgage rates have been on fire and I’ve been telling clients for months now to look at refi options. Here is what Yuri and I decided to do this week, to Refi our 3.25%- jumbo loan, with an awesome rate of 2.5% with 0.3% po…
Jan. 6, 2021
#041: 3 Money Tips To Get You Started in 2021
We are all taking a collective sigh of relief that one of the toughest years in recent history is almost over. We will head into 2021 with strength and optimism, better understand what we can do better in the new year. One o…
Jan. 5, 2021
#040: New Years Resolutions We Can Get Behind
This time of the year it is natural time to try to integrate your past, present, and future. As always, though, it’s important to use these three-time frames in a way that fills you with confidence and excitement instead of …
Jan. 1, 2021
#039: How To Know If You Are Good With Money?
When it comes to your finances, you are only competing with yourself. You have to measure how you are doing against your own personal goals. In today's episode, I talk about 5 financial measurements to track every year to he…
Dec. 30, 2020
#038: Showing Gratitude For The Past Year
A new year is a powerful occasion: It’s a time when we reflect on our gratitude for the past and set our hopes for the future. And it’s a chance to welcome a fresh start to restart our enthusiasm for chasing goals and dreams.
Dec. 28, 2020
#037: Did you get everything you wanted for Christmas?
Happy Holidays Money Bosses! I was looking over an article the other day and it’s crazy to me to see some of the statistics about how much money people make, how much they spend and how poorly they still feel, how depressed …
Dec. 25, 2020
Holiday Wish - Merry Christmas!
A conversation with Santa…. Me: “I want a magical Unicorn for Christmas” Santa: “Be realistic” Me: “Okay. I want 5 minutes to myself each day to drink my coffee hot and pee in peace.” Santa: “What color Unicorn would you lik…
Dec. 23, 2020
#036: Learning Financial Lessons From Classic Holiday Movies
You all like to watch movies right? Well, do you ever wonder or think about the financial lessons you might learn from watching some of your favorite holiday classics? In this episode, I talk about my top 5 movies you can wa…
Dec. 21, 2020
#035: What Happens When You Reach Your Goal?
2020 was a challenging year involving finances, the pandemic, shutdowns, and working from home. In today's episode, I wanted to talk about what happens to us emotionally when we reach the height of our goals that we've been …
Dec. 19, 2020
#034: How To Relieve Holiday Stress
We often blame other people or external events for the stress that we are experiencing. On today's podcast, I want to talk about financial stress over the holiday season and how to cope with it.
Dec. 17, 2020
#033: Holiday Family Activity Ideas During Covid-19 Pandemic
Let’s face it, this year life is very different including the holidays that are coming up. In this episode, I mention several family activities you can still enjoy together during the holidays.
Dec. 15, 2020
#032: Non-Monetary Gifts For The Holiday Season
I had a discussion recently about what gifts or ideas would make someone feel special without breaking the bank. In today's podcast, I'd like to talk about non-monetary gifts and how these types of gifts require no financial…
Dec. 12, 2020
#031: Budget Friendly Holiday Gift Idea
Now, let's shift our focus on gift ideas for the variety of different budgets, provided we put our holiday spending plan together. In this episode, I would like to talk about monetary gifts that don’t cost you a fortune.
Dec. 10, 2020
#030: What If You Are Having A Bad Day?
I never post any kind of bad or sad content because sometimes I think that it might not be helpful, however, on today's podcast I want to share how when days may not seem to go your way, you can always push through and grab …
Dec. 8, 2020
#029: Hacking Financial Success
I was listening to a podcast this morning about "hacking success" and I started to wonder if this could be applied to personal finances because you don’t have to reinvent the wheel. In this podcast, I talk about what strateg…
Dec. 5, 2020
#028: How To Embrace Unexpected Changes
Unexpected changes may suddenly throw your life out of balance and it might seem as though things have changed for the worse. In this episode, I talk about taking the time to reflect. If you look below the surface, you may …
Dec. 3, 2020
#027: Improve Your Money Mindset
A Money Mindset is an attitude that you have about your finances. It determines how you make key financial decisions every day and has a big impact on your ability to achieve your goals. For most people, this is the missing …
Oct. 22, 2020
#026: How To Teach Children Healthy Money Habits
It’s never too late to start teaching our children healthy money habits. In this episode, I discuss the importance of not just providing theory and teaching your children about money but showing them how to save, spend, and …
Oct. 20, 2020
#025: Are You Thinking About Remodeling Your Home?
The tricky thing about home improvement is maximizing your return on your investment. You want to spend money that will yield a return when you sell your home, but not overspend way beyond what a buyer would be willing to pa…
Oct. 17, 2020
#024: Maximizing Tax Savings Working From Home
Year-end tax planning is critical in any year, but this year is important! Working from home has given many couples the opportunity to save thousands of dollars and plow those back into savings plans that will pay off down t…