Episodes

  • 3 Keys to Unlock Your Money Mindset
    Oct 1 2024

    Today, I’m talking about the emotional and psychological challenges of navigating money as a self-employed individual and sharing my own personal experiences with money mindset struggles while giving you some tips on how you can push past these mindset blocks.

    Join me in this episode to learn the 3 keys on how to shift your mindset away from thinking negatively about money and gain some practical advice on how to improve your money skills.

    Also mentioned in today’s episode:

    • Setting boundaries and overcoming guilt 2:30

    • Understanding the neutrality of money 11:40

    • The 3 keys to shifting your money mindset 19:10

    If you enjoyed this episode, please rate, review and share it!



    Links:

    My program: Money Bootcamp.

    Show More Show Less
    25 mins
  • What Kamala and I share: Optimism and Patriotism
    Sep 24 2024

    Today, I'm Discussing the balance between passion and monetization in creative work and some of the themes of patriotism and optimism that I identify with in the Harris Walz campaign, including how it relates to civics.

    Join me in this episode to learn about some of the benefits of the U.S. tax code for small businesses and why civics is so important.



    Also mentioned in today’s episode:

    • Balancing value and money in your creative work 6:10

    • The role of patriotism and civics in democracy 8:54

    • Benefits of small business in the economy 16:37

    If you enjoyed this episode, please rate, review and share it!



    Links:

    Join the free class

    Marissa Molinar, Midday Movement series

    Laura Wood Sculptural Jewelry

    Cara Bean, Here I am, I am Me: An Illustrated Guide to Mental Health

    Show More Show Less
    35 mins
  • Why You Get Stuck in a Tax Pain Cycle
    Sep 17 2024

    In today’s episode, I’m chatting about the common cycle of pain self-employed individuals face during tax season and how tax preparation services often lack the education necessary to break this cycle.

    Join me today to learn how you can implement systems that can help you avoid large, unexpected tax bills and penalties going forward.

    Also mentioned in today’s episode:

    • The cycle of pain: the initial challenges 4:12

    • Surprise tax bill and its consequences 4:50

    • Breaking the cycle of pain with simple systems 10:25

    If you enjoyed this episode, please rate, review and share it!



    Links:

    Register for the free class, Make Taxes Simple and Stash an Extra $130k in Your Savings.

    Show More Show Less
    14 mins
  • Corporations: Why You're Feeling so Confused
    Sep 10 2024

    Today, I’m giving you a short and sweet episode where I discuss the confusion surrounding the term "corporation" in tax and business contexts and explain how the word can be used differently depending on who is using it.

    Join me in this episode to get some clarification on the term “corporation” and how it relates to you as a business owner.

    Also mentioned in today’s episode:

    • Understanding the confusion around the word “corporation” 1:10

    • Clarifying the tax structures of small businesses 3:11

    • The role of LLC’s 6:36

    If you enjoyed this episode, please rate, review and share it!



    Links:

    Register for the free class, Make Taxes Simple and Stash an Extra $130k in Your Savings.

    Show More Show Less
    13 mins
  • The Free Tools on Investor.gov: Test Your Investing IQ
    Sep 3 2024

    In today’s episode, I’m talking about the importance of understanding investing fees and sharing some of the free resources and tools available that you can use to learn about investing principles and spot potential scams.

    Join me to learn more about investing and the long-term impact that fees can have on your investment return.

    Also mentioned in today’s episode:

    • The importance of diversification 5:20

    • My personal investment strategy 5:50

    • The impact of investment fees 12:26

    • Investor.gov and free resources available 19:00



    If you enjoyed this episode, please rate, review and share it!



    Links:

    Take the investing quiz

    Use the compound interest calculator

    John Bogle (inventor of index funds) on fees

    Come to the Money Bootcamp Open House







    Show More Show Less
    27 mins
  • Owning vs. Earning: Why You Should Invest
    Aug 27 2024

    Today, I’m discussing the benefits of investing for small business owners and historically marginalized groups, highlighting lower tax rates and talking about why it’s so important to invest for personal financial growth.

    Listen to this value-packed episode to learn the best ways you can start investing today.

    Also mentioned in today’s episode:

    • Why investing is advantageous due to tax rates 13:23

    • Ethical investing 15:26

    • Tax advantages of investing 17:28



    If you enjoyed this episode, please rate, review and share it!

    Links:

    Register to vote or check your registration status

    Free class where I teach about compound interest

    Money Bootcamp Open House

    Show More Show Less
    25 mins
  • Real Talk: My Experience Using TaxSlayer
    Aug 20 2024

    Today, I’m sharing my personal experience using a commercial tax software, TaxSlayer, and highlighting some of the limitations and lack of transparency I observed. I’m also chatting about some of my frustrations and the unethical practices I saw while using the program.

    Join me in this episode, to hear my tax filing experience and why I think it’s so important to have a tax education.

    Also mentioned in today’s episode:

    • Some of the mistakes I encountered with TaxSlayer 5:06

    • Unexpected fees and unethical practices 9:49

    • Why tax education is so important to reduce confusion 15:44



    If you enjoyed this episode, please rate, review and share it!



    Links:

    IRS Direct File Program

    Register for my Money Bootcamp Open House

    Show More Show Less
    24 mins
  • Mindset for Personal Finance
    Aug 13 2024

    Today, I’m talking about the importance of a positive mindset and budgeting for financial well-being, including why you should prioritize having a personal finance education.

    Join me in this episode to hear more about how you can prepare your finances by cutting your non-essential spending and making your savings a top priority.

    Also mentioned in today’s episode:

    • Keeping track of what you spend 5:27

    • Prioritizing your financial savings first 7:40

    • When you should cut your spending 8:23



    If you enjoyed this episode, please rate, review and share it!



    Links:

    Money Bootcamp link

    Free class, Make Taxes Easier and Stash an Extra $130k in Your Savings

    Show More Show Less
    13 mins