Ep 0059 Creating a Successful Early Retirement Plan with Fritz Gilbert

Creating a Successful Early Retirement Plan Money Learnings: Fritz was fortunate to have a great role model in his father. He grew up middle class in a family that lived frugally and enjoyed life. He learned by watching actions versus direct conversations. Fritz has been intentional with raising his 23…

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Ep 0057 Why the Traditional Retirement Plan Doesn’t Work and How to Rock Retirement with Roger Whitney

Why the Traditional Retirement Plan Doesn’t Work and How to Rock Retirement Money Learnings: Roger was a latchkey kid growing up. He started working at 12. Roger overspent in his 20’s and learned from his mistake. Roger’s daughter is a natural saver while his son in a natural spender. He had…

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Ep 0056 Her Money Matters. Mindsets and Money Stories with Jen Hemphill

Mindsets and Money Stories – Her Money Matters Money Learnings: Jen grew up in Columbia and her dad was from the USA so she experienced 2 cultures. There was always a feeling of lack of money. Jen’s parents taught her the basics of money. School did not teach her about money. Jen is…

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Ep 0055 The Nine Essential Relationships To Cultivate Your Wildly Successful Business and Life with Divya Parekh

The Nine Essential Relationships To Cultivate Your Wildly Successful Business and Life Money Learnings: Divya learned about money from her dad who helped her open a savings account at the age 5 and then began to teach her to save. Her parents also taught the value of giving. Takeaway: Divya talks about…

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Ep 0053 YOLO – The Roadmap to Financial Wellness and a Purposeful Life with Jason Vitug

You Only Live Once (YOLO) -The Roadmap to Financial Wellness and a Purposeful Life Money Learnings: Jason’ Parent would not talk about money – so Jason started with zero knowledge. He learned about money through his job in a credit union. Takeaway: You only live once so create the life…

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