PODCAST · education
Financially Intentional
by Naseema McElroy
Welcome to the FInancially Intentional Podcast with Naseema McElroy! This is a weekly podcast covering all things personal finance for those ready to build wealth but who may not know where to start. We believe that you have all the tools to improve your finances because you and your family deserve it. Our hope is that by listening to this podcast, your circle of influence is enhanced. Let us be the folks you choose to surround yourself with.
Episodes
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What Happens to Your Digital Life When You Die - Episode 185
Send us Fan Mail What will happen to your money, passwords, photos, and online accounts when you die? In this episode, I talk with Digital Legacy Thanatologist Niki Weiss about the plans most families forget to make. We break down how to choose the right people to manage your accounts, update…
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Learn and Grow Financially with Arro’s Tools - Episode 184 (Classic Episode)
Send us Fan Mail In this classic episode, I’m chatting with Ryan Duitch, Founder and CEO of Arro, a fintech company focused on helping people build credit more responsibly. Ryan shares why the traditional credit system can feel confusing, intimidating, and unfair for so many people, especially...
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How Real Bricks Makes Real Estate Investment Simple and Accessible - Episode 183 (Classic Episode)
Send us Fan Mail In today's classic episode, I talk with Chris Gerardi, Founder and CEO of Realbricks, about a different way to think about real estate investing. Instead of saving up for a huge down payment or becoming a landlord, Realbricks allows eligible investors to purchase fractional…
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How April Built Financial Freedom on a 9 to 5 Income - Episode 182 (Classic Episode)
Send us Fan Mail In today's classic episode, I talk to April Stewart, a personal finance coach who became a millionaire without starting a side hustle or business. April shares her journey of transforming her corporate salary into long-term wealth. After a tough job loss, she got serious about...
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How to Protect Yourself from Scams and Rip-offs - Episode 181 (Classic Episode)
Send us Fan Mail Join me in today's classic episode as I talk with R Persichitte, a money expert who helps people avoid scams. We chat about what fraud is, how it is different from rip-offs, and ways you can keep your money safe. R shares real stories about people who lost their savings and gives...
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She Paid Off Six Figures of Debt and Built a Seven Figure Portfolio - Episode 180
Send us Fan Mail Today's episode is such a full circle moment. I’m talking with Odunayo Ajayi, a Nigerian immigrant, mom, wife, Microsoft Technical Program Manager, author, and personal finance educator who went from student loan debt to building real wealth. We talk about paying off debt…
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What Every Homebuyer Needs to Know Before Getting A Mortgage - Episode 179 (Classic Episode)
Send us Fan Mail In today's episode, I sit down with Jennifer Beeston, a top mortgage expert, to talk about what you need to know before getting a home loan. We discuss why it’s so important to shop around for rates, how to avoid being ripped off by lenders, and the hidden costs that come with...
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You Might Be Grocery Shopping At The Wrong Store - Episode 178
Send us Fan Mail In this episode, I talk with Andy Ellwood, the founder of Stretch Groceries, an app that helps you compare prices at stores near you before you shop. Groceries are taking up more and more of our money, and I know so many of us are tired of guessing how much things will cost when…
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How to Retire by 30 - Episode 177
Send us Fan Mail Today's episode is such a treat because I’m sitting down with my friend Cody Berman, who became financially independent in his 20s and just released his book Retire by 30. Cody shares how he left corporate America, built side hustles, kept his expenses low, invested the gap, and...
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Retired Early by Ditching Traditional Financial Advice - Episode 176 (Classic Episode)
Send us Fan Mail In this classic episode, I had a conversation with Chris Miles, who went from being a traditional financial advisor to retiring in his twenties by creating passive income streams. Chris shares his incredible story of discovering that the old-school methods of saving and investing...
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How She Turned 400 Dollars Into a 30 Million Dollar Insurance Empire - Episode 175
Send us Fan Mail In today's episode of Financially Intentional, I sit down with Cimone Casson, a powerful entrepreneur who built a multimillion dollar insurance and tech company starting with just $400. Cimone shares how she went from a nontraditional path to creating real wealth, owning the…
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Unlocking Investment Opportunities You Didn't Know Existed - Episode 174 (Classic Episode)
Send us Fan Mail In today's classic episode, I sit down with Kelly Ann Winget, an incredible expert in the world of private equity, to talk about how she broke into a male-dominated field and built her own path to wealth. Kelly shares the lessons she learned from her parents about money, how to...
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Teaching Kids Financial Literacy Early - Episode 173 (Classic Episode)
Send us Fan Mail In today's episode, I sat down with David Delisle, creator of The Golden Quest, a graphic novel that helps kids learn about money in a simple and meaningful way. David shares how he started investing at age 11, how that shaped his view of money, and why financial literacy matters...
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The Cost of Independence No One Talks About - Episode 172
Send us Fan Mail In today's episode, I sit down with Jack Howard from Ally to talk about the real cost of being single and why so many people still feel stress and shame around money. We talk about Ally’s study on singledom, why many women are choosing peace and freedom even when money feels…
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Why Financial Behaviors Matter More Than Math - Episode 171 (Classic Episode)
Send us Fan Mail In this classic episode, I chatted with Joseph Reinke, founder of FitBUX, about the money habits that can shape your financial future for years to come. Joseph shares what young professionals need to know about student loans, mortgages, financial planning, and avoiding lifestyle...
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More Money Will Not Fix This - Episode 170
Send us Fan Mail Money is not just numbers, and in today's episode, I’m talking with Tari Vickery about the emotional side of money and how money trauma, fear, and scarcity can shape the way we spend, save, and build wealth. Tari shares how her family history affected her money story and why…
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You Do Not Need More Money, You Need a Better System - Episode 169
Send us Fan Mail In today's episode, I’m talking with Sahirenys about how a simple money system can help you stop feeling behind and start feeling more in control. She shares how watching her family lose everything in the 2008 recession changed her life, and how that led her to create the High…
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What Most Parents Get Wrong About Paying for College - Episode 168
Send us Fan Mail In today's episode, I sit down with Shellee Howard to talk about how parents can help their kids go to college without taking on huge debt. We get into college planning, scholarships, FAFSA mistakes, and why the right school is not always the most expensive or most famous one....
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How Bola Sokunbi Built Clever Girl Finance and Became a Millionaire - Episode 167
Send us Fan Mail Want to feel calm about money and start to build wealth? In today's episode, I sit down with Bola Sokunbi, the founder of Clever Girl Finance and the author of Clever Girl Millionaire. Bola shares how she learned the money rules as a first generation immigrant, the mistakes she...
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The Hidden Shame That Keeps You Stuck With Money - Episode 166
Send us Fan Mail In today’s episode, I’m talking with Uma Viswanathan, cofounder of True Worth, about your money story and how it shapes the way you spend, save, and build wealth, especially if you’re a first generation wealth builder. We dig into how family, culture, and stress can create money...
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The smartest way to choose a college is to start with the life you want - Episode 165
Send us Fan Mail In today's episode, I talk with Bri Franklin, a money coach who helps people pick a smart path after high school. We talk about college costs and student loans, and what to ask before you sign for debt. Bri shares ways to cut student loan debt, like help money, scholarships, a...
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This AI Lets Families Keep Loved Ones Stories Alive Forever - Episode 164
Send us Fan Mail In today's episode, we are joined by Miles Spencer, the founder of Reflekta.ai, to talk about a new way to save your family stories with AI. Miles shares how AI can take your photos, memories, and values and turn them into a voice you can talk to, even if the person is no longer...
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Navigating Divorce as a New Beginning - Episode 163 (Classic Episode)
Send us Fan Mail In today's classic episode, we are joined by Regina McCann Hess, a financial expert who helps women navigate their finances, especially during divorce. Regina shares her journey from being a critical care nurse to a financial advisor and how she found her niche in helping women...
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How to Afford Everything Without Feeling Deprived - Episode 162
Send us Fan Mail In today's episode, I sit down with Dr. Darla Bishop from Finances to talk about how families can build a better relationship with money and raise kids who are money smart. We share simple ways to teach kids money skills in real life, like what to do when they want something at…
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Discover the Power of Small Side Hustles - Episode 161 (Classic Episodes)
Send us Fan Mail In this classic episode, I talk with Michelle about what workers can do when the rules at work feel unfair, like confusing job contracts, “no compete” rules, and changes that can affect pay and overtime. We break down what these ideas mean in simple words, how to protect…
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MyBudgetCoach and Zero Based Budgeting - Episode 160 (Classic Episode)
Send us Fan Mail In today's classic episode, I sit down with Zach Whelchel to talk about why budgeting can feel so hard and how to make it way simpler. Zach shares how a zero based budget works, why giving every dollar a job can lower your stress, and how to build a plan that still includes fun,...
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Health Is the Missing Piece in Your Wealth Plan - Episode 159
Send us Fan Mail In today's episode, I talk with Dr. Aleksandra Gajer about why so many of us feel tired, stressed, and “off,” even when we’re trying to do all the right things. We break down what’s really happening with hormones, metabolism, and aging in a simple way, including why perimenopause...
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Financial Spring Cleaning - Episode 158 (Classic Episode)
Send us Fan Mail In this classic episode, I’m walking you through a simple “just in case” money checklist that most of us avoid until it’s too late—and it’s perfect for a little financial spring cleaning right after the New Year. We talk about wills and trusts, updating your beneficiaries on…
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Using Life Insurance to Buy Real Estate - Episode 157 (Classic Episode)
Send us Fan Mail Did you know that it was possible to tap into your permanent life insurance policy to buy real estate? Our Life Insurance Expert Acquania Escarne breaks down how she has been able to leverage her life insurance policies to purchase rental properties, syndications and even hotels!...
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Stop Letting Tax Pros Confuse You And Take Back Control - Episode 156
Send us Fan Mail In today's episode, I’m joined by tax expert Hannah Cole from Sunlight Tax to make self employed taxes feel way less scary and way more doable, so you can stop missing write offs and stop overpaying. We walk through simple end of year moves like tax credits that are expiring…
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Long Term Care Planning - Part 2 - Episode 155 (Classic Episode)
Send us Fan Mail Our Expert CFP Dr. Jay and I revisit the long term care planning conversation and what I discovered from my conversation with my parents. To say that I feel underprepared is an understatement. Dr. Jay provides resources and things to consider when taking on the responsibility of...
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When should you start planning for Long Term Care? - Episode 154 (Classic Episode)
Send us Fan Mail Have you created a plan for when you eventually need assistance with everyday activities and are unable to care for yourself for a long period of time? It's best to start considering long term care insurance when you're relatively young and healthy, as this will help you secure a...
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Don’t Wait Until You Have An “Estate” To Plan - Episode 153 (Classic Episode)
Send us Fan Mail Portia Wood, Esq our Estate Planning expert joins us to discuss why estate planning is important for every adult. Learn the three aspects of estate plans that are a must. Understand the difference in using AI generated estate plans versus working with an estate planning attorney....
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When Success Is Literally Making You Sick and How To Redefine It - Episode 152
Send us Fan Mail In today's episode I sit down with coach and author Amina AlTai to talk about what she calls the Ambition Trap and how it can push us toward stress and burnout instead of a life we actually enjoy. We share our own stories of chasing “perfect” success in work and money, getting…
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Make Your Nine to Five Fund Your Freedom Not Your Burnout - Episode 151
Send us Fan Mail In today's episode, I talk with Angel Mathis about how she paid off a big debt, saved a lot, and made work optional as a nurse. We share simple steps you can copy, like tracking your money, using your benefits, and investing a little each month. Angel also tells the real story of...
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Historical Fiction That Explains Your Money Better Than a Textbook - Episode 150
Send us Fan Mail In today's episode I sit down with Terry Kirk to talk about money lessons from the 1929 market crash and the Great Depression. Terry tells real stories from his book Pitfall and from life on the Chicago trading floors. We break big ideas into simple steps you can use today like…
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What Ally Bank Learned About Your Wallet and Anxiety - Episode 149
Send us Fan Mail In today's episode, I sit down with Jack Howard to talk about money in a real and simple way. We share our first money memories, why feelings shape how we spend, and how to make a plan that fits your life. Jack explains Money Roots from Ally and how it can turn worry into calm.…
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Save Like It Is 1950 With Modern Gold You Can Carry - Episode 148
Send us Fan Mail In today's episode, I sit down with Jeremy Cordon to talk about simple money ideas you can use today. We chat about why prices keep going up, what gold has meant in the past, and how Goldbacks work like small, spendable pieces of gold. I ask the questions you would ask, and…
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Careers In Flux And The Five Day Reboot That Actually Works - Episode 147
Send us Fan Mail In today's episode I talk with Mike Dwyer about simple steps to find work and grow your career right now. We share an easy plan you can do in five hours or five days or five weeks to build momentum and take more shots on goal. We show how to make a small personal board of three…
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Heal Your Money Story and Lead Your Family to Freedom - Episode 146
Send us Fan Mail In today's episode, I sit down with Gino Barbaro, an investor and certified money coach, to talk about money, family, and simple steps to take control of your future. We dig into money stories from childhood, how they shape our habits, and how to heal them so we can find peace…
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The Financial Dad Shares Simple Steps That Actually Work - Episode 145
Send us Fan Mail In today's episode, I talk with Tim Smith, a Certified Financial Planner, about how to make money simple for families. We share easy ways to teach kids about saving, spending, and giving. We also talk about the real cost of college and how to plan before loans pile up. Tim…
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The Parent Playbook to Reduce College Costs - Episode 144
Send us Fan Mail In today's episode, I sit down with Paul Compeau, a friendly CFP who helps families pay less for college. We talk about simple steps you can take right now, like filling out FAFSA the right way, building a smart college list, and knowing the real price before you say yes. Paul...
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How to Sacrifice For Twelve Months and Change The Next Decade - Episode 143
Send us Fan Mail In today's episode, I sit down with Jason Brown to talk about money, mistakes, and second chances. Jason shares how he once lost a lot of money in the stock market, then learned simple rules to trade smarter and win back his confidence. We talk about living below your means…
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Why Smart People Still Make Money Mistakes - Episode 142
Send us Fan Mail In today's episode I sit down with John Dinsmore, a marketing professor and author of The Marketing of Debt, to talk about why money choices can be so tricky. We share how even people who study finance still make mistakes, and how companies use smart tricks to get us to spend…
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How To Build a Family Care Plan That Preserves Your Peace And Your Savings - Episode 141
Send us Fan Mail In today's episode, I sit down with Abbe F. Large to talk about caring for aging parents while raising our own kids. We keep it real and simple. We cover the three phases of money and the three buckets to save and spend from. We talk about long term care, life and disability...
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Why Bankruptcy Might Be the Smartest Choice You Can Make - Episode 140
Send us Fan Mail In today's episode, I sit down with Barry Levine, a bankruptcy lawyer with more than 40 years of experience, to talk about what really happens when people file for bankruptcy. We break down the fear and confusion around money problems and explain how bankruptcy can be a tool to…
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How a Monk Became a Money Manager - Episode 139
Send us Fan Mail In today's episode I talk with Doug Lynam, who shares his amazing journey from being a monk to becoming a money expert. Doug opens up about how he went from giving up everything to learning the true value of money and how it can be used to help others. We chat about the struggles...
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How Reinvention Can Transform Your Life and Career - Episode 138
Send us Fan Mail In today's episode, I talk with Maya Elious about how to reinvent your life and career so you can grow into the person you’re meant to be. Maya shares how she went from making MySpace pages to building a business that helps experts create clear messages and strong brands. We...
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How to Talk About Money Without Ruining Your Relationship - Episode 137
Send us Fan Mail Money can be really hard to talk about, especially with the person you love. In today's episode, I sit down with my friend and money coach Hanna Morrell to talk about how couples can stop fighting about money and start having better conversations. Hanna shares simple tools that...
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Disability Insurance and Why You Need It - Episode 136 (Classic Episode)
Send us Fan Mail In today's classic episode, I talk about something really important that most people don’t think about—what happens if you get sick or hurt and can’t work. I share my own story and explain what disability insurance is and why it’s so helpful. We also talk about the difference...
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ABOUT THIS SHOW
Welcome to the FInancially Intentional Podcast with Naseema McElroy! This is a weekly podcast covering all things personal finance for those ready to build wealth but who may not know where to start. We believe that you have all the tools to improve your finances because you and your family deserve it. Our hope is that by listening to this podcast, your circle of influence is enhanced. Let us be the folks you choose to surround yourself with.
HOSTED BY
Naseema McElroy
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