It’s summertime and it has been a long year so, for many of us, it’s time to take a bit of a break. In this episode, you will hear some tips on how to navigate the financial side of family vacations and how to save for future adventures with the fam. I will share some of my best tips for using credit cards, vacation rentals, and airline travel hacks. You can find show notes and more information here: https://bit.ly/3Xihzha ..read more

In this episode, I’m talking about a topic that most people love to hate: insurance. As a financial planner, I understand the importance of insurance and why it’s necessary, even though no one likes paying for it. I also understand why it’s so crucial and how we can make informed decisions about it. Listen in as I delve into the topic of life insurance and its different types, along with the pros and cons of each and how insurance fits into different life scenarios. You can find show notes and more information here: https://bit.ly/3KpfrOG ..read more

Have you ever asked yourself: what is the role of a financial planner? In this episode, I’m diving into a topic that is very near and dear to my heart and exploring what it means to be a financial planner, the various responsibilities and duties that come with the role, and the importance of financial planning in today’s world. So join me as we explore the ins and outs of this crucial profession and gain a better understanding of what it means to be a financial planner. You can find show notes and more information here: https://bit.ly/3T3RmRc ..read more

As the year comes to a close, it's important to take stock of your financial situation and make sure you're set up for success in the coming year. In this episode, I’m giving you a list of to-dos to focus on and accomplish before the end of the year so you can get your financial house in order. By taking care of these few things now, you’ll be able to start 2023 on the right foot and set yourself up for financial success. You can find show notes and more information here: https://bit.ly/3FWhUPl ..read more

How do you find balance in each season of life? Joining the show today is a dream guest for the podcast, Ed Fields, who is also a business owner, government leader, artist, and father of two. We’re talking all about his journey into business, politics, and fatherhood, and discussing how he balances it all with clarity, intention, and a bit of humor. You can find show notes and more information here: https://bit.ly/3H2xQkb ..read more

What is it like being a young adult in today’s world? Today we’re going to find out from the voice of Dads ’N Dollars, who is also the first woman to appear on the podcast and my daughter, Ashli Funches. A recent graduate of DePaul University with a degree in Fine Arts and African Diaspora, Ashli joins the show to break down her experience as a young adult making a life for herself in today’s world. You can find show notes and more information here: https://bit.ly/3i1E09w ..read more

Are you ready for 2023? Creating financial goals now is one of the best ways to set yourself up for success in the coming year (and beyond!), so in this episode, I’ll talk about how to develop these financial goals and key lenses to look through when it comes to your future finances. If you’re looking to start your wealth-building journey and want to move into the next year with intentionality, this episode is for you. You can find show notes and more information here: https://bit.ly/3UBReIp ..read more

It’s that time in your life when you want the option of not working anymore, instead allowing your money to work for you. Or maybe you’re wanting to plan for that time. Whether you call it retirement or simply financial independence, it’s important to pay attention to some key areas of financial planning in order to make it happen. In this episode, I’ll be sharing important tips from my book, The Quest For Financial Independence, and laying out some important groundwork that will lead to financial independence. You can find show notes and more information here: https://bit.ly/3yv81UM ..read more

For many people, it can feel incredibly daunting to take the first steps toward home ownership. However, with millions of people becoming homeowners every year, it is entirely possible to do and isn’t as scary as it may seem. So, where do you begin? And what mortgage will be the best option for you? Damian Gilbert, Vice President of Mortgage Production for Regions Bank, joins the show to explain the concepts, strategies, and action plans you’ll need to start owning your first home. You can find show notes and more information here: https://bit.ly/3eoafOC  ..read more

Do you have your wills and estate planning complete? According to a recent survey conducted by Caring.com, only 33% of Americans have a will or living trust—despite 50% thinking that estate planning is at least somewhat important. This is an essential step toward determining how your assets are distributed, even if you don’t believe that you have that many assets. So, in this episode, I will be explaining what you need to know about wills and estate planning, including who should ensure these documents are written up and why they are necessary regardless of your financial status. You can find ..read more