Putting the Personal Back Into Personal Finance

Send us Fan MailOn this episode of The Get Ready Money Podcast, I was joined by Elliott Appel, Founder of Kindness Financial Planning; Faith Teope, multimedia journalist and CEO of Leverage Retirement; Laura Adams, author and host of the Money Girl Podcast and Marguerita Cheng, CEO of Blue Ocean Global Wealth. We discussed putting the personal back into personal finance. Here are some take-aways: Every woman needs to take an active role with her money.Think about goals first, what do you want?Be intentional and talk with your loved ones about money.Get curious, ask what am I missing?Figure out what is important to you and prioritize it, it probably costs less money than you think. (Elliott Appel)Create a life with your money, using it as a tool that brings you joy. (Laura Adams)You don't need to wait till tomorrow to enjoy your passions and priorities. (Marguerita Cheng)Take the time to really visualize how you want to live your life and then hold on to it. (Faith Teope)Elliott Appel is a fee-only, fiduciary financial planner and the founder of Kindness Financial Planning, LLC, which focuses on helping widows and caregivers gain control of their financial life. In addition to writing regularly about financial planning strategies, aging, and caregiving, Elliott co-hosts a podcast called ME and Money. Elliott enjoys playing tennis, hiking, biking, photography, and cooking. He currently lives in Madison, Wisconsin to support his wife’s career in medicine, but calls the Pacific Northwest home.Faith Teope is a multimedia journalist, children’s financial literacy author, and CEO of Leverage Retirement, a 40+ year-old TPA/Recordkeeper firm. She is known for being the host of the weekly podcast, Pull to Refresh: Where 401k experts get curious. Teope is the editor of The Naked Professional LinkedIn Newsletter and a contributor to Safe in Harm’s Way as a financial abuse advocate. Her new show, SAVVY, explores the systemic gaps in financial literacy and is scheduled to air in the fall of 2023. Teope's debut title is The Monster Job. Laura Adams is an award-winning author, speaker, host of Money Girl podcast (43 million downloads), and founder of The Money Stack. She was named one of Empower's "Top 50 Women in Personal Finance" and is a Forbes Advisory Board Member. As a frequent source for the national media, millions of viewers and readers benefit from her practical financial advice. Laura’s mission is to empower consumers to make smart money decisions through her speaking, spokesperson, and advocacy work. She received an MBA from the University of Florida and lives in Vero Beach, Florida.Marguerita (Rita) Cheng helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. As a Certified Financial Planner® professional Rita helps people meet their life goals through the proper management of financial resources. She is passionate about helping them navigate some of life’s most difficult issues—divorce, death, career changes, caring for aging relatives—so they can feel confident and in control of their finances. Rita is a regular columnist for Kiplinger and MarketWatch, and a past spokesperson for the AARP Financial Freedom Campaign. Rita volunteers her time as a SoleMate, or charity runner for Girls on the Run, raising money for scholarships for girls.  In 2023, she was named the #2 Most Influential Financial Advisor in the Investopedia Top 100. She was named a “Woman to Watch” by Investment News in 2017.Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.