Financially Intentional Podcast
1) Using Life Insurance to Buy Real Estate - Episode 157 (Classic Episode)
Send us a text 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 le...Show More
2) Stop Letting Tax Pros Confuse You And Take Back Control - Episode 156
Send us a text 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 st...Show More
3) Long Term Care Planning - Part 2 - Episode 155 (Classic Episode)
Send us a text 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 understa...Show More
4) When should you start planning for Long Term Care? - Episode 154 (Classic Episode)
Send us a text 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 l...Show More
5) Don’t Wait Until You Have An “Estate” To Plan - Episode 153 (Classic Episode)
Send us a text 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...Show More
6) When Success Is Literally Making You Sick and How To Redefine It - Episode 152
Send us a text 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 actu...Show More
7) Make Your Nine to Five Fund Your Freedom Not Your Burnout - Episode 151
Send us a text 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 mo...Show More
8) Historical Fiction That Explains Your Money Better Than a Textbook - Episode 150
Send us a text 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 li...Show More
9) What Ally Bank Learned About Your Wallet and Anxiety - Episode 149
Send us a text 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 ...Show More
10) Save Like It Is 1950 With Modern Gold You Can Carry - Episode 148
Send us a text 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 Go...Show More